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Factset Research ( (FDS) ) has shared an announcement.
On April 8, 2026, FactSet announced a chief financial officer transition in which current CFO Helen Shan will step down from her role effective April 13, 2026 and move into a transitional position. Shan will remain with the company for a period during which she will receive salary, a fiscal 2026 bonus and standard benefits, and her exit is not related to any disagreement over accounting, financial reporting or disclosures.
Effective April 13, 2026, FactSet’s board appointed Joshua B. Warren as the new CFO, bringing experience from Envestnet, where he led a finance and operations transformation, and from senior strategy roles at BlackRock. His compensation package includes a $500,000 base salary, a target annual bonus equal to 110% of salary, a significant ongoing equity program starting in fiscal 2027 and a sizable new-hire equity and cash award that vests over several years, underscoring the company’s effort to secure long-term strategic financial leadership.
The structured transition, coupled with assurances that Shan’s departure is amicable and unrelated to financial disputes, is intended to preserve continuity in FactSet’s finance function. By recruiting a CFO with deep asset management and fintech credentials, management is signaling a focus on execution, performance management and value creation as FactSet pursues growth in its data and technology-driven businesses.
The most recent analyst rating on (FDS) stock is a Hold with a $237.00 price target. To see the full list of analyst forecasts on Factset Research stock, see the FDS Stock Forecast page.
Spark’s Take on FDS Stock
According to Spark, TipRanks’ AI Analyst, FDS is a Outperform.
The score is driven primarily by strong financial quality (durable margins and robust free cash flow) and a positive earnings update with raised FY2026 guidance. These strengths are tempered by notably weak technicals (downtrend across key moving averages with negative MACD) and a more moderate growth profile, while valuation and dividend provide some support.
To see Spark’s full report on FDS stock, click here.
More about Factset Research
FactSet Research Systems Inc., traded on the NYSE and NASDAQ under the ticker FDS, is a global financial digital platform and enterprise solutions provider serving more than 9,000 clients and over 240,000 users worldwide. It integrates proprietary financial data, client datasets and third-party sources via an AI-enabled platform to deliver workflow and analytics solutions across the buy side, sell side, wealth management, private equity and corporate markets.
With over 47 years of industry experience and offices in 19 countries, the S&P 500 constituent focuses on multi-asset class coverage and advanced data connectivity to streamline decision-making for institutional investors and corporates. Its offerings are designed to boost productivity and support long-term client success at the intersection of data, technology and financial intelligence.
Average Trading Volume: 1,031,188
Technical Sentiment Signal: Sell
Current Market Cap: $8.29B
For an in-depth examination of FDS stock, go to TipRanks’ Overview page.