FACTSET RESEARCH SYSTEMS INC

Overview

FactSet Research Systems Inc. is a financial-data, technology and analytics company that provides investment professionals with financial intelligence and tools for research, analysis and investment workflows. Its offerings include data and analytics platforms, workstations, portfolio analytics, enterprise data solutions, feeds and APIs, and related managed services. The company serves clients across investment management, dealmaking, wealth management and financial-data services, including through its CUSIP Global Services business.[1]+5

FactSet operates globally through its Americas, EMEA and Asia Pacific segments. In fiscal 2025, those regions accounted for 65%, 25% and 10% of revenue, respectively.[4][7] For fiscal 2026, the company reported revenue of $2.476 billion and described a reach of more than 9,000 clients and 260,000 users in over 80 countries.[8]+2 FactSet says it aims to be a trusted enterprise partner to financial-services clients, providing relevant intelligence, insights and execution solutions. Founded in 1978, it has been publicly traded since 1996.[11][12] [1]+11

Products & services

FactSet’s Hosted Platform brings together connected, multi-asset-class data and technology, delivered through combinations of workstations, portfolio analytics and enterprise solutions. Its configurable desktop and mobile tools, data feeds, cloud-based solutions and APIs support investment research, portfolio construction and analysis, trading, performance measurement, risk management and reporting; managed services extend client teams in data, performance, risk and reporting workflows.[13]+2

For institutional investors, FactSet offers front-office research management, order management, portfolio construction and trade execution, alongside middle-office performance measurement, attribution, reporting and risk capabilities. Dealmakers’ offerings combine workstations, mobile access, data feeds and APIs, proprietary and third-party data, Microsoft Office tools, CRM and AI-enabled workflow automation for research, market analysis, presentations and investment monitoring. Wealth solutions include a web workstation, advisor book-of-business dashboards, data feeds and APIs, CRM integrations, and AI-supported prospecting, monitoring and proposal generation.[5]+2

FactSet describes its AI capabilities as embedded in its workflows to help surface insights and automate research and content processing. FactSet AI for Banking adds automation for research, modeling and pitchbooks, while its data and technology capabilities include more than 1,000 curated datasets, entity resolution, cloud-native access and programmatic access to data.[18]+2 Other named offerings include CUSIP Global Services’ subscription identifier database and related descriptive data, and LiquidityBook’s cloud-native trading and order-management capabilities, including a FIX network connecting to more than 200 brokers and routing orders to over 1,600 destinations across 80 markets.[15]+2 The reviewed materials do not provide product-level revenue percentages; FactSet reported that AI-solutions ASV added during FY2026 more than doubled year over year, an aggregate growth indicator rather than a product revenue share.[23] [13]+11

Geographic presence

For the nine months ended May 31, 2026, FactSet reported revenue of $1.203 billion from the Americas (65.3% of total), $450.6 million from EMEA (24.5%), and $187.9 million from Asia Pacific (10.2%). Revenue is assigned to the region where the sale originated; the cited filing does not provide a country-level revenue breakdown.[24][25]

FactSet defines its regions as the Americas (North, Central and South America), EMEA (Europe, the Middle East and Africa), and Asia Pacific (Asia and Australasia). Its fiscal 2025 filing lists 35 leased offices: 14 in the Americas, 11 in EMEA, and 10 in Asia Pacific. Locations include New York, Boston, Toronto and São Paulo; London, Frankfurt, Dubai and Stockholm; and Chennai, Mumbai, Hong Kong, Singapore, Tokyo, Sydney and Melbourne.[25][26] The company’s locations page describes its footprint as 35 offices in 20 countries.[27]

As of May 31, 2026, FactSet had 12,694 employees: 8,765 in Asia Pacific, 2,476 in the Americas, and 1,453 in EMEA—approximately 69%, 20%, and 11% of the workforce, respectively. The company reported that about 68% of employees worked in centers of excellence, located primarily in India and the Philippines.[28][29] [24]+6

Business segments

FactSet reports three geographic operating and reportable segments: **Americas**, **EMEA**, and **Asia Pacific**. Revenue is attributed to the region where the sale originated. The Americas covers North, Central, and South America; EMEA covers Europe, the Middle East, and Africa; and Asia Pacific covers Asia and Australasia. Across the regions, FactSet serves Institutional Buyside, Dealmakers, Wealth, and Partnerships and CGS clients; these client categories are not separate reportable segments.[30]+2

For FY2025, reported revenue was $1,506.1 million in the Americas (approximately 64.9% of total), $580.3 million in EMEA (25.0%), and $235.4 million in Asia Pacific (10.1%), out of $2,321.7 million total. Percentages are calculated from reported segment revenue.[33] [30]+6

Company history

FactSet was founded in 1978 by Howard Wille and Chuck Snyder. Its first product was a printed company financial overview; in 1981, the company introduced a client terminal that provided remote access to its reports. FactSet for Windows followed in 1990, and the company opened its first Asia-Pacific office in Tokyo in 1995.[34][35]

FactSet Research Systems Inc. completed its initial public offering on June 28, 1996. Over the following decades, it broadened its data and workflow capabilities through acquisitions, including LionShares in 2000, StreetAccount in 2012, and Vermilion and CYMBA in 2016.[36]+3

Further expansion included the launch of the Open:FactSet Marketplace in 2018 and acquisitions such as Truvalue Labs in 2020, Cobalt in 2021, and CUSIP Global Services in 2022. FactSet joined the S&P 500 in December 2021. Philip Snow became CEO in 2015, and Sanoke Viswanathan succeeded him in September 2025.[40]+5

Sources

• FACTSET RESEARCH SYSTEMS INC — Full financial report (2025 Y)
  18 citations

  [1][2][3][4][5][6][7][11][12][16][17][18][26][29][30][31][32][33]
• FACTSET RESEARCH SYSTEMS INC — Press release (2026 Y)[8][23]
• FACTSET RESEARCH SYSTEMS INC — Presentation (2026 Y)
  3 citations

  [9][10][20]
• FACTSET RESEARCH SYSTEMS INC — Full financial report (2026 Q 3)
  8 citations

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• news.wharton.upenn.edu[37]
• www.sec.gov[38]
• investor.factset.com[39]
• investor.factset.com[40]
• investor.factset.com[41]
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• www.factset.com[45]