The partnership brings FactSet’s trusted financial intelligence directly into agentic advisor workflows, helping advisors deliver personalized ...
FactSet Research Systems remains resilient, with Q2 2026 revenue up 7% YoY and strong client retention above 95%. FDS leverages proprietary, high-quality data to complement AI, positioning itself as a ...
Narrow-moat FactSet FDS finished its fiscal year on solid footing. Revenue of $536 million was virtually in line with the FactSet consensus estimate of $535 million, and though adjusted EPS of $2.93 ...
FactSet: As Uncertainty Increases, We Are Decreasing Our FVE and Downgrading Our Moat Rating to None
After reviewing FactSet’s FDS economic moat rating, we are downgrading it to none from narrow. Why it matters: FactSet has historically generated strong returns on invested capital (18%, or 26% ...
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