- FactSet’s Q3 Adjusted Earnings Per Share (EPS) is reported at $4.27, missing the estimate of $4.29 and decreasing from last year’s $4.37.
- Revenue reached $585.5 million, a 5.9% increase year-over-year, surpassing the estimate of $581.1 million.
- Organic revenue growth was 4.4%, slightly below the estimated 4.57% growth.
- Adjusted operating income was $215.3 million, down 1.2% from last year, although it exceeded the estimate of $211.1 million.
- The adjusted operating margin stood at 36.8%, lower than last year’s 39.4%, and slightly below the estimate of 36.9%.
- Regional revenues were strong with Americas at $380.5 million (+6.7% y/y), EMEA at $145.7 million (+3.2% y/y), and Asia Pacific at $59.3 million (+7.8% y/y).
- The company maintains its full-year forecast for adjusted EPS between $16.80 and $17.40, aiming towards the estimate of $17.09.
- Revenue forecasts remain at $2.31 billion to $2.33 billion, aligning with the estimate of $2.31 billion.
- Adjusted operating margin guidance is unchanged, between 36% to 37%, with expectations close to the 36.7% estimate.
- FactSet anticipates organic ASV growth in the range of $100 million to $130 million for fiscal 2025.
- The management expressed satisfaction with Q3 performance, indicating successful execution of their enterprise solution strategy.
- Market analyst ratings show 4 buys, 11 holds, and 7 sells for FactSet’s stock.
Factset Research Systems Inc on Smartkarma
Factset Research Systems Inc is receiving positive analyst coverage on Smartkarma, an independent investment research network. Baptista Research published insights on FactSet, highlighting the company’s strong performance amidst a challenging market environment. In the second quarter of 2025, FactSet showed a year-over-year organic Annual Subscription Value (ASV) growth of 4.1%, with an adjusted operating margin of 37.3% and adjusted diluted EPS of $4.28. Particularly noteworthy was the robust performance in the Asia Pacific region, where organic ASV grew by 7% due to strong sales of data solutions and strategic wins in the wealth segment, like securing the UBS contract for adviser desktops.
In another report by Baptista Research on FactSet Research System, the focus was on the company’s monetization of Gen AI products as a potential multi-faceted growth opportunity. Despite economic uncertainties and industry-specific challenges, FactSet delivered a mixed set of results in the first fiscal quarter of 2025. The company reported a 4.5% growth in organic ASV year-over-year, supported by developments in the wealth management segment and a 7% growth in the Asia-Pacific region. FactSet’s adjusted operating margin was at 37.6%, with adjusted diluted EPS reaching $4.37, reflecting positive operating performance amidst a changing landscape.
A look at Factset Research Systems Inc Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 2.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
FactSet Research Systems Inc., a company that supplies global economic and financial data, shows a promising long-term outlook based on Smartkarma Smart Scores. With strong scores in Growth, Resilience, and Momentum, FactSet appears well-positioned for future success. The Growth score of 4 indicates the company’s potential for expansion and increasing market share. In addition, the Resilience score of 3 suggests that FactSet has a solid foundation to withstand market fluctuations. The Momentum score of 3 further reinforces the positive sentiment surrounding the company, highlighting its ability to maintain an upward trajectory.
Although Factset Research Systems Inc. scores lower in terms of Value and Dividend according to the Smartkarma Smart Scores, its overall outlook remains favorable. With a focus on delivering essential financial data to a range of professionals, FactSet’s strategic positioning in the market sets a strong foundation for continued growth and success in the long term.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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