FactSet Competitive Intelligence & Landscape

FactSet Research Systems Inc. is a leading global provider of integrated financial data and analytical applications, primarily serving investment professionals worldwide. Founded in 1978 and headquartered in Norwalk, Connecticut, the company has grown to employ over 9,000 people and generate approximately $2.4 billion in annual revenue as of 2026 (FactSet, Wikipedia). Its core offerings include flexible, open data solutions, analytics, and content services that enable investment firms to make informed decisions, manage portfolios, and streamline workflows.

FactSet's products cater to a broad target market, including asset managers, investment banks, wealth managers, and other financial institutions. The company has expanded its capabilities through acquisitions such as Vermilion Software and TableTop Data, enhancing its client reporting and data management services (FactSet). Its mission emphasizes delivering innovative, purpose-built solutions that empower clients to operate efficiently and effectively in a rapidly evolving financial landscape, with a focus on leveraging AI and digital transformation (FactSet Annual Report 2025).

With a strong market presence, FactSet is positioned among competitors like Morningstar, MSCI, and SimCorp, and maintains a significant global footprint with offices in over 37 countries (FactSet). Its commitment to client service, innovation, and sustainable growth underscores its role as a vital partner in the financial services industry, continuously adapting to industry changes and technological advancements.

FactSet offers a highly customizable pricing model tailored to the specific needs of each client, making it difficult to provide fixed plans or tiers publicly. According to recent sources, the average contract value for FactSet software is approximately $45,000 annually, with minimum prices starting around $4,200 and maximum prices reaching up to $155,850, based on internal transaction data (Vendr). FactSet’s solutions include a range of financial data, analytics, and AI-powered insights, with features varying from free trials to paid subscriptions depending on the scope of services required (FactSet). While some sources indicate that FactSet does not publish explicit pricing details publicly, prospective clients are encouraged to contact their sales team for personalized quotes tailored to their use case (Datarade). Recent updates suggest that FactSet continues to emphasize flexible, client-specific pricing plans, especially for institutional and enterprise clients, with no standardized tier structure publicly available as of March 2026.

Recent data indicates that FactSet has been actively hiring in 2026, with a notable employee growth of 11% over the past 12 months, reflecting a strategic focus on expanding its workforce (Welcome to the Jungle). The company has been making strategic appointments, including the recent hiring of a Chief AI Officer and a Chief Technology Officer in March 2026, to accelerate its enterprise AI and platform strategies (MarketScreener). This signals a strong emphasis on leveraging artificial intelligence and advanced technology to enhance their offerings and maintain competitive advantage.

In terms of job openings, FactSet continues to focus on roles related to AI, technology, and data analytics, aligning with their strategic initiatives in digital transformation and AI integration (FactSet Insight). The company’s hiring patterns suggest a forward-looking approach aimed at innovation and modernization, rather than layoffs or downsizing, which indicates confidence in their growth trajectory and strategic positioning within the financial data and analytics industry (FactSet Research Systems Inc.). Overall, FactSet’s recent hiring trends and executive appointments highlight their strategy to strengthen technological capabilities and expand their market presence in financial technology.

FactSet, a leading provider of financial data and analytics, reported strong financial performance in recent quarters. For the fiscal second quarter of 2025, the company achieved GAAP revenues of approximately $570.7 million, representing a 4.5% increase year-over-year, and organic Annual Subscription Value (ASV) of $2,276.2 million, up 4.1% (FactSet Investor Relations). In the first quarter of fiscal 2026, FactSet's GAAP revenues grew to $607.6 million, a 6.9% increase from the same period in 2025, with organic revenues reaching $600 million, up 6% year-over-year (FactSet Investor Relations). The company's revenue growth is driven by institutional clients and dealmakers, reflecting its strong market position.

Regarding fundraising and valuation, FactSet is a publicly traded company listed on NYSE and NASDAQ, with a market capitalization that aligns with its valuation multiples, though specific recent valuation figures are not provided in the search results. The company has also engaged in share repurchase programs, increasing its authorization from $400 million to $1 billion in late 2025, indicating confidence in its financial health and future prospects (FactSet Investor Relations).

In terms of M&A activity, recent reports do not specify particular acquisitions but suggest ongoing strategic initiatives to strengthen its platform and expand its offerings. FactSet's consistent revenue growth, healthy operating margins (around 31-37%), and active share repurchase program highlight its strong financial stability and positive outlook in the financial data industry (FactSet Investor Relations). Overall, FactSet remains a financially robust company with solid revenue figures, strategic share repurchases, and a stable market valuation.

FactSet actively participates in and hosts a variety of events, including user conferences, industry trade shows, and investor presentations, to engage with clients, partners, and the financial community. The company's flagship event, FactSet FOCUS 2026, is scheduled for May 4-7, 2026, in Austin, Texas. This user conference is designed to explore how connectivity drives confident decision-making and offers opportunities for attendees to connect with industry experts and FactSet leaders (FactSet).

In addition to its own user conference, FactSet sponsors and participates in significant industry events. The company was a sponsor at Fintech Meetup, an event focused on the financial technology sector (Fintech Meetup).

FactSet has also been a participant in various Credit Suisse conferences, including the 25th Annual Technology Conference in November 2021 and the 24th Annual Financial Services Forum in February 2023 (FactSet, FactSet). Furthermore, FactSet executives have presented at the Bernstein 41st Annual Strategic Decisions Conference in May 2025 (FactSet).

FactSet also hosts regular investor-focused events, including webcasts for its quarterly earnings. Recent past events include webcasts for the first quarter of 2026, fourth quarter of 2025, and third quarter of 2025 (FactSet). The company also held its FactSet 2024 Investor Day on November 14, 2024, providing an in-depth look at the company's performance and strategy (FactSet). These events underscore FactSet's commitment to transparency and engagement with its stakeholders.