FDS FactSet

company

SEC Filings & Insider Trading Activity 2026

Management Discussion & Analysis

• • Revenue details not explicitly stated; subscription-based Hosted and Identifier Platforms drive client access
• • Research & product development costs $300.7M in FY2025 vs $265.2M in FY2024 and $267.4M in FY2023
• • Accounts receivable reserve $13.8M in FY2025 vs $14.6M in FY2024; no client >3.5% of total revenues from FY2023-25
• • Treasury stock repurchases include 1% excise tax per Inflation Reduction Act; no dollar amount disclosed
• • No forward-looking revenue/margin guidance; monitoring SEC climate disclosure rule impact and potential risks from tax audits

Business Overview

• • Core business model: Provider of financial data, analytics, and related technology solutions
• • No new products, services, or segments introduced or emphasized in 2025 filing
• • No reported strategic shift or changes in competitive positioning versus prior year
• • Equity compensation plans: 1,977,727 shares outstanding, weighted-average exercise price $347.50, 3,492,745 shares available for future issuance
• • Noteworthy fact: Equity awards include 1,685,011 options, 201,226 RSUs, 91,490 PSUs as of August 31, 2025

Risk Factors

• • Regulatory risk from SEC data privacy regulations impacting multi-asset class subscription data usage controls
• • Geopolitical exposure in EMEA and Asia Pacific with 3 segments contributing to global revenues from 9,000 clients
• • Operational risk in CGS business supporting critical security master files for front, middle, and back-office investment functions
• • Competitive threat from AI-enhanced analytics platforms in financial data discovery and workflow automation by established fintech firms
• • Financial risk concentration in subscription revenues making up majority of income, dependent on retention of 237,000 investment professional users

What are the latest FDS SEC filings in 2026?

FactSet (FDS) has filed a 10-K annual report on October 22, 2025, a 10-Q quarterly report on April 2, 2026, an 8-K current report on July 1, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did FDS file its most recent 10-K annual report?

FactSet (FDS) filed its most recent 10-K annual report on October 22, 2025. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view FDS 10-Q quarterly reports?

FactSet (FDS)'s most recent 10-Q quarterly report was filed on April 2, 2026. SignalX displays every FDS 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has FDS filed recently?

FactSet (FDS)'s most recent 8-K was filed on July 1, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find FDS insider trading activity (Form 4)?

SignalX aggregates every FDS Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does FDS file with the SEC?

FactSet (FDS) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new FDS filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for FactSet (FDS).

What is FDS's SEC CIK number?

FactSet (FDS)'s SEC CIK (Central Index Key) number is 1013237. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1013237 to look up all FDS filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find FDS return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from FactSet (FDS) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.