The earnings call reflects a strong performance in organic ASV growth, client retention, and free cash flow, along with successful share repurchase activities and growth in the wealth management segment. However, challenges such as competitive pressure in asset owners, lower contributions from price increases, and increased technology expenses impacted results. Overall, the highlights substantially outweigh the lowlights, indicating a positive sentiment.

Company Guidance

During FactSet's third quarter fiscal 2025 earnings call, the company reported a 4.5% year-over-year growth in organic Annual Subscription Value (ASV), supported by successes in wealth, dealmakers, and partnerships. They achieved an adjusted operating margin of 36.8% and an adjusted diluted EPS of $4.27. ASV retention remained robust at over 95%, while client retention was at 91%. FactSet's client base expanded to over 8,800, primarily driven by demand in corporate wealth management and buy-side sectors. The company also highlighted strong performance in the Americas with a 5% organic ASV growth and a 7% increase in Asia Pacific, while EMEA saw a 2% growth. Despite some headwinds, FactSet reaffirmed their fiscal year 2025 guidance, pointing to a healthy pipeline and momentum in the institutional buy-side segment, as well as continued demand for their Data Solutions and wealth products.

Organic ASV Growth

FactSet achieved organic ASV growth of 4.5% year-over-year, fueled by recent wins in wealth, dealmakers, and partnerships.

Adjusted Operating Margin

The company delivered an adjusted operating margin of 36.8% and adjusted diluted EPS of $4.27.

Strong Client Retention

ASV retention remained strong at over 95%, while client retention was at 91%.

Geographic Performance

Organic ASV increased by 5% in the Americas, 2% in EMEA, and 7% in Asia Pacific.

Wealth Management Growth

Wealth organic ASV maintained its double-digit growth pace in Q3, capturing market share and displacing incumbent providers.

Successful Share Repurchase

Repurchased approximately 184,000 shares for around $81 million, with a new share repurchase authorization of up to $400 million.

Free Cash Flow Growth

Free cash flow grew to $229 million in the third quarter, up 5% over the same period last year.

Factset Research (FDS) Earnings, Revenues Date & History

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FDS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 18, 2025	2025 (Q4)	4.13 / -	3.74	―	―	―
Jun 23, 2025	2025 (Q3)	4.30 / 4.27	4.37	-2.29% (-0.10)
Mar 20, 2025	2025 (Q2)	4.17 / 4.28	4.22	1.42% (+0.06)
Dec 19, 2024	2025 (Q1)	4.28 / 4.37	4.12	6.07% (+0.25)
Sep 19, 2024	2024 (Q4)	3.62 / 3.74	2.93	27.65% (+0.81)
Jun 21, 2024	2024 (Q3)	3.97 / 4.37	3.79	15.30% (+0.58)
Mar 21, 2024	2024 (Q2)	3.90 / 4.22	3.8	11.05% (+0.42)
Dec 19, 2023	2024 (Q1)	4.12 / 4.12	3.99	3.26% (+0.13)
Sep 21, 2023	2023 (Q4)	3.51 / 2.93	3.13	-6.39% (-0.20)
Jun 22, 2023	2023 (Q3)	3.62 / 3.79	3.76	0.80% (+0.03)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

FDS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 23, 2025	$422.34	$437.03	+3.48%
Mar 20, 2025	$437.36	$429.91	-1.70%
Dec 19, 2024	$470.85	$487.46	+3.53%
Sep 19, 2024	$443.79	$466.31	+5.07%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.