FactSet Q4 EPS Misses on Restructuring Charges, But Organic ASV Growth Hits 7% and FY27 Guidance Tops Estimates
FDS sits 40% above its 52-week low of $185.
Summary
FactSet reported Q4 FY2026 results with GAAP EPS down 15.4% on restructuring costs, but organic ASV growth of 7.0% and FY2027 adjusted EPS guidance of $19.25-$19.65 exceeded expectations. The company also amended its by-laws to update shareholder nomination procedures. Q4 net income was $121.127 million, or $3.41 per share, compared with $153.616 million, or $4.03 per share, a year earlier.
Updated with a dpa-AFX report · What changed
Updates
· dpa-AFX — FactSet's Q4 net income was $121.127 million, or $3.41 per share, compared with $153.616 million, or $4.03 per share, a year earlier.
- Q4 adjusted earnings were $160.887 million.
- Q4 adjusted EPS was $4.52.
- Prior year Q4 revenue was $596.901 million.
Key Events · Earnings and Guidance · FDS
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New · · dpa-AFX
Q4 Adjusted Earnings
Q4 adjusted earnings were $160.887 million, and adjusted EPS was $4.52.
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New · · dpa-AFX
Prior Year Q4 Revenue
Prior year Q4 revenue was $596.901 million.
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Updated · · dpa-AFX
Q4 GAAP EPS Misses on Restructuring
GAAP diluted EPS fell 15.4% to $3.41, driven by $26.9M in restructuring charges and higher ASV-linked incentive compensation, partially offset by 6.3% revenue growth to $634.7M. Q4 net income was $121.127 million, or $3.41 per share, compared with $153.616 million, or $4.03 per share, a year earlier.
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Organic ASV Growth Accelerates to 7.0%
Organic ASV reached $2,568.2M, up $168.2M year over year, with AI solutions ASV more than doubling in fiscal 2026 and annual ASV retention above 95%.
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FY2027 Guidance Tops Prior Outlook
FactSet guided FY2027 revenues of $2,600-$2,625M and adjusted diluted EPS of $19.25-$19.65, above the $17.25-$17.75 adjusted EPS range previously signaled for FY2026.
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Q4 Buyback of $138M
FactSet repurchased 552,064 shares at an average price of $249.90 for $138.0M in Q4, leaving $356.0M remaining under its authorization.
Analysis · FDS · Technology
FactSet's Q4 GAAP EPS of $3.41 fell 15.4% year over year, dragged down by $26.9M in restructuring charges and higher compensation costs. But the underlying business is healthy: organic ASV grew 7.0% to $2.57B, adjusted EPS rose 11.6% to $4.52, and FY2027 guidance of $19.25-$19.65 adjusted EPS came in above the $17.25-$17.75 range FactSet had previously signaled for FY2026. The company also repurchased $138M of stock in Q4 at an average price of $249.90, and separately adopted by-law amendments tightening advance-notice and proxy-access rules for shareholder nominations. Q4 net income was $121.127 million, or $3.41 per share, compared with $153.616 million, or $4.03 per share, a year earlier, and adjusted earnings were $160.887 million.
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In the 30 days to Sep 30, 2026, 29.5% of the 1626 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, FDS was trading at $258.78 on NYSE in the Technology sector, with a market capitalization of approximately $9.2B. The 52-week trading range was $185.00 to $320.48. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.