FACTSET RESEARCH SYSTEMS INC FDS

FactSet’s current file is led by the March 31, 2026 8-K, where the company said it had issued a press release announcing results for the three months ended February 28, 2026, followed by the April 2, 2026 10-Q on SEC EDGAR. The hard numbers in that rail are substantial: $611.0M of revenue from contracts with customers, $185.0M of operating income, $133.1M of net income attributable to parent, and diluted EPS of $3.59 for the 10-Q period ending February 28, 2026.

The operating story is a subscription-services story, not a mystery box. FactSet’s 10-Q says ASV at any point in time represents forward-looking revenues for the next 12 months from all subscription services currently being supplied to clients. That definition matters because it ties the business to services already in use, client retention, and the cost of keeping the service useful, rather than to a one-off product splash that the supplied evidence does not show.

The balance sheet and cash facts give the report its weight. SEC EDGAR companyfacts show assets of $4.22B, liabilities of $2.09B, stockholders’ equity attributable to parent of $2.13B, cash and cash equivalents of $268.3M, short-term investments of $16.9M, net cash provided by operating activities of $333.0M, diluted weighted average shares of 37.1M, and research and development expense of $300.7M in the 10-K period ending August 31, 2025.

The source route supplied here is SEC EDGAR, including the filing index, submissions JSON, companyfacts JSON, the 10-Q, and the March 31 8-K. There is no supplied TradingView route, chart level, candle pattern, support line, resistance line, moving average, price move, or volume figure, so the market mechanism has to be written from the filing rail: subscription revenue, ASV language, service cost, cash generation, and balance sheet capacity.

The main change after the results filing is the sequence of public filings. SEC EDGAR lists a further 8-K on April 8, a Form 3 on April 22, a Schedule 13G on April 29, and a Form 4 on May 5. Those are named developments, but the supplied evidence does not include the transaction terms, holder identity, executive title, guidance update, dividend, buyback, or any price reaction. That limit is not cosmetic. It stops the story from turning filing headlines into claims the rail cannot prove.

The tension sits in the cost line and the source limit. Cost of services was 48.6% of revenues for the three months ended February 28, 2026, up 130 basis points from the same period a year earlier, while the 10-Q also points to OECD Pillar Two rules introducing a 15% global minimum corporate tax for companies above certain revenue and profit thresholds. The next deeper file would need parsed ASV movement, quantified tax effects, ownership details from the April and May filings, and a sourced chart route before any richer market read can be made.