FactSet Research stock: Investor Day sets 2029 margin target

Published on 11/13/2026 at 22:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

FactSet Research stock faces a longer-term test after management outlined a higher medium-term margin ambition. Fiscal 2027 guidance was reaffirmed.

FactSet outlines its medium-term path

FactSet introduced a medium-term financial outlook at its November 10 Investor Day.
Management reaffirmed the fiscal 2027 revenue, margin and earnings outlook.
The strategy centers on connected data, advanced analytics and AI-enabled workflows.

FactSet Research, US3030751057, Illustration mit AI erstellt.

FactSet used its Investor Day on November 10, 2026, to outline a medium-term financial framework through fiscal 2029 and reaffirm its fiscal 2027 outlook. The company presented the strategy in a FactSet press release carried by Yahoo Finance.

FactSet is targeting an adjusted operating margin of at least 36% by fiscal 2029. It also outlined approximately 6% annual organic revenue growth, roughly 10% annual adjusted diluted EPS growth and average free-cash-flow conversion above 90% of adjusted net income.

Fiscal 2027 outlook remains intact

For fiscal 2027, FactSet reaffirmed organic ASV growth of 5.0% to 6.5% and revenue of 2,600 million to 2,625 million US dollars. The outlook includes a GAAP operating margin of 31.0% to 32.0% and adjusted operating margin of 34.75% to 35.25%.

FactSet also maintained its GAAP diluted EPS outlook of 17.00 to 17.50 US dollars and adjusted diluted EPS guidance of 19.25 to 19.65 US dollars. The company said the adjusted figures exclude 85 million to 97 million US dollars of amortization and other discrete items.

AI strategy is central to execution

Chief Executive Officer Sanoke Viswanathan said FactSet aims to build a financial intelligence platform combining connected data, advanced analytics and intelligent workflows. The strategy is intended to expand the use of AI among institutional clients while supporting the company's longer-term growth and margin goals.

FactSet Research stock traded at 301.65 euros on Lang & Schwarz at 22:16 CET on Friday, November 13, 2026.