FactSet Appoints Former Envestnet CFO Joshua Warren; Helen Shan Departs
FDS sits 26% above its 52-week low of $185.
Summary
FactSet Research Systems Inc. announced the departure of CFO Helen Shan and the appointment of Joshua Warren, former CFO of Envestnet, effective April 13, 2026, signaling a key leadership transition.
Key Events · Executive and Board Changes · FDS
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CFO Transition Announced
Helen Shan will transition out of her role as Chief Financial Officer, effective April 13, 2026. Her departure is not due to any disagreements with the company's financial practices.
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New CFO Appointed
Joshua Warren has been appointed as the new Chief Financial Officer, commencing employment on April 13, 2026.
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Experienced Financial Leader
Mr. Warren previously served as CFO of Envestnet, Inc. and held significant leadership roles at BlackRock, Inc., bringing extensive experience in asset management and financial technology.
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Compensation Package Detailed
Mr. Warren's compensation includes an annual base salary of $500,000, a target cash bonus of 110% of base, an annual equity award target of $2,250,000, and a one-time new-hire equity grant of $1,500,000.
Analysis · FDS · Technology
FactSet announced a significant leadership transition with the departure of CFO Helen Shan and the immediate appointment of Joshua Warren, a seasoned financial and strategic leader. Ms. Shan's departure is explicitly stated not to be due to any disagreements regarding accounting practices or financial condition, which mitigates potential negative investor concerns. Mr. Warren's background as CFO of Envestnet and his prior roles at BlackRock in business strategy and corporate development are highly relevant to FactSet's position as a global financial digital platform. This change signals a strategic move to bring in new financial leadership with deep experience in asset management and financial technology, potentially impacting future financial strategy and operational execution.
At the time of this filing, FDS was trading at $233.01 on NYSE in the Technology sector, with a market capitalization of approximately $8.3B. The 52-week trading range was $185.00 to $474.79. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.