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FDS NYSE

FactSet Research Systems Inc.
1W: -0.9% 1M: +15.7% 3M: +10.2% YTD: +10.2% 1Y: +10.5% 3Y: -25.3% 5Y: -22.6%
$309.54
-13.85 (-4.28%)
 
Weekly Expected Move ±5.9%
$292 $312 $331 $351 $371
NYSE · Financial Services · Financial - Data & Stock Exchanges · Tech Score Strong Buy · Power 66 · $11.0B mcap · 35M float · 2.51% daily turnover · Short 62% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $40.7M held by 91 funds, 107 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Supply Chain Overview

14 relationships
12
As Filer
counterparties named
2
As Counterparty
mentioned by others
3
Rel. Types
2021-12-27
Earliest Filing
2022-03-01
Latest Filing
partner: 6 acquirer: 3 target: 3

Counterparties (Filed by FDS)

12 relationships

Companies named in FDS's SEC 8-K filings as business counterparties.

Counterparty Ticker Relationship Summary Filing Date SEC
S&P Global Inc. SPGI acquirer Seller of CGS Business assets in an asset purchase agreement 2022-03-01 View
FactSet Research Systems Inc. FDS target Purchaser acquiring CGS Business assets from S&P Global Inc. 2022-03-01 View
FactSet Research Systems Inc. FDS partner Company issuing senior notes 2022-02-17 View
U.S. Bank National Association — partner Trustee for the indenture 2022-02-17 View
CUSIP Global Services — target Target assets being acquired 2022-02-17 View
Standard & Poor's Financial Services LLC — partner Parent company of the target division 2022-02-17 View
S&P Global Inc. SPGI acquirer Company acquiring assets from CUSIP Global Services 2022-02-17 View
PNC Capital Markets LLC — partner Representative of the underwriters 2022-02-17 View
Ernst & Young LLP — partner Independent registered public accounting firm 2022-02-17 View
S&P Global Inc. SPGI acquirer Seller of CUSIP Global Services business to FactSet Research Systems Inc. 2022-02-17 View
S&P Global SPGI target Seller of CUSIP Global Services (CGS) in the acquisition by FactSet. 2021-12-27 View
IHS Markit — partner Entity involved in a merger with S&P Global, a closing condition for the acquisition. 2021-12-27 View

Mentioned As Counterparty

2 mentions

Other companies that named FDS in their SEC 8-K filings.

Filed By Relationship Summary Filing Date SEC
SPGI S&P Global Inc. target Acquired S&P Global Inc.'s CUSIP Global Services division for $1.925 billion in cash. 2022-03-01 View
SPGI S&P Global Inc. supplier Purchasing the CUSIP Global Services division from S&P Global Inc. 2021-12-27 View
Recent 8-K Filings (20)
Filing Date Description Type SEC
2026-09-30 Earnings Release; Bylaws Amendment; Exhibits View
2026-09-25 Officer/Director Change; Exhibits View
2026-08-31 Material Agreement; Financial Obligation; Exhibits Agreement View
2026-07-01 Earnings Release; Exhibits View
2026-04-08 Officer/Director Change; Exhibits View
2026-03-31 Earnings Release; Exhibits View
2026-03-04 Departure/Election of Directors; Appointment of Officers; Financial Statements and Exhibits View
2025-12-22 Departure/Election of Directors; Appointment of Officers; Amendments to Articles of Incorporation or View
2025-12-18 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2025-09-18 Results of Operations and Financial Condition; Departure/Election of Directors; Appointment of Offic View
2025-06-23 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2025-06-03 Departure/Election of Directors; Appointment of Officers; Financial Statements and Exhibits View
2025-04-08 Entry into Material Definitive Agreement; Termination of Material Definitive Agreement; Creation of Agreement View
2025-03-20 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2025-02-10 Regulation FD Disclosure; Financial Statements and Exhibits View
2024-12-20 Submission of Matters to a Vote of Security Holders; Financial Statements and Exhibits View
2024-12-19 Results of Operations and Financial Condition; Departure/Election of Directors; Appointment of Offic View
2024-11-14 Regulation FD Disclosure; Financial Statements and Exhibits View
2024-10-16 Regulation FD Disclosure; Financial Statements and Exhibits View
2024-06-21 Results of Operations and Financial Condition; Financial Statements and Exhibits View
Data extracted from SEC EDGAR 8-K filings using NLP. Relationships are as disclosed in filing text. Covers 2021–2026. View on SEC EDGAR

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms