Financial Data & Analytics / Capital Markets Technology
Strategic Profile
FactSet's client relationships average over 16 years, with roughly three-quarters of the top global investment banks and 95 of the top 100 global asset managers as clients. The company's AI products have seen broad-based user adoption with sequential growth of more than 45%, highlighting successful integration of AI into its offerings. More than 90% of ASV is linked to proprietary data, tools, and client-facing solutions.
Cyborg Score Rationale
FactSet reported 5.9% growth in Annual Subscription Value (ASV) to $2.4 billion and a 3% increase in adjusted diluted EPS to $4.51 in Q1 2026. The company maintains a strong operating margin of 32.23% and a net margin of 25.72%. AI product adoption with 45%+ sequential growth provides significant growth optionality.
Top Insights
Q1 2026 showed robust ASV growth of 5.9% to $2.4 billion with 3% adjusted diluted EPS growth to $4.51
FactSet increased share repurchase authorization from $400 million to $1 billion, reflecting confidence in financial strength
In early February 2026, FactSet announced a beta release of its AI Doc Ingest tool for Cobalt and partnership with Kepler Cheuvreux to integrate European Aftermarket Research
FactSet now covers over 10 million private companies in its database, supporting client risk assessment across public and private assets
Named Competitors
Bloomberg — Financial data and analytics platform
Refinitiv — Financial data and analytics software
Morningstar — Investment research and data
S&P Global — Financial intelligence and analytics
Recent Developments
(February 2026) AI Doc Ingest beta release for Cobalt and Kepler Cheuvreux partnership for European equity research integration
(December 2025) Q1 FY2026 earnings: 5.9% ASV growth to $2.4B, 36.2% adjusted operating margin
(December 2025) Share buyback authorization increased to $1 billion from $400 million
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