FactSet Research Systems reported fourth quarter adjusted earnings per share of $4.52, beating the analyst estimate of $4.35, while revenue of $635.5 million exceeded the consensus estimate of $629.74 million, yet shares fell 3.45% in pre-market trading as fiscal 2027 guidance came in below Wall Street expectations. For fiscal 2027, the company expects adjusted EPS of $19.25 to $19.65, with a midpoint of $19.45 that falls short of the analyst consensus of $19.72, and projected revenue of $2.6 billion to $2.63 billion, with a midpoint of $2.615 billion slightly below the consensus estimate of $2.62 billion. Fourth quarter revenue rose 7.1% year over year from $593.5 million, and organic Annual Subscription Value reached $2,568.2 million at August 31, 2026, up 7.0% year over year, with AI solutions ASV added in fiscal 2026 more than doubling year over year and annual ASV retention above 95%. Adjusted operating margin for the quarter was 33.0%, down from 33.8% a year earlier, and the company guided fiscal 2027 adjusted operating margin to 34.75% to 35.25%. FactSet returned $179 million to shareholders in the fourth quarter, including $138 million in share repurchases and $41 million in dividends, marking its 27th consecutive year of dividend increases.
FactSet Research Systems IncQ4 EPS/revenue beat but fiscal 2027 guidance came in below consensus, a mixed earnings/guidance event.
