FactSet Research Systems $FDS continues to deliver quietly.
The $16.5B data analytics giant just posted another solid quarter, and the market rewarded it with a 3.5% gain.
The company reported mixed headline results, but a closer look reveals clear signs of progress beneath the surface.
But what really got the market's attention was the announcement of Sanoke Viswanathan as the new CEO.
A former JPMorgan executive and longtime FactSet client, he brings a rare combination of operator experience and deep industry insight.
His appointment signals a fresh, customer-centric approach at the top, and investors seem to like it.
It’s moves like these that remind shareholders why this has been one of the Financial sector’s long-term winners.
With the stock now up after 4 of the last 5 earnings reports, the trend is clear... the market continues to reward the stock for consistent execution.
This name remains one of the most quietly reliable compounders in the entire market.
So what else did we learn from this earnings report? Let’s dive into the details.
Here are the latest earnings stats for FDS 👇
*Click the image to enlarge it
FactSet Research Systems had a +1.87 reaction score after reporting mixed results.
The company reported revenues of $590M, versus the expected $580M, and earnings per share of $4.27, versus the expected $4.30.
Now let's dive into the data and talk about what happened with this report 👇
FDS has been rewarded for 4 of its last 5 earnings reports 🔥
FactSet Research Systems rallied 3.5% after this earnings report, and here's why:
The client base grew to 8,811 clients, a net increase of 166 clients in the quarter, while user count reached 220,496, up 1,355 users.
Sanoke Viswanathan's appointment as the new CEO was particularly well-received. He brings a unique perspective, having been a FactSet client at JPMorgan.
In addition to the great quarter, the management team increased its quarterly dividend by 6% to $1.10 per share. A $400M share repurchase program was also authorized.
Once again, FactSet delivered a strong quarter, precisely what you’d expect from one of the financial sector’s long-term compounders.
We love how the market has consistently rewarded shareholders for the company's earnings reports.
Technically, the stock reclaimed the anchored VWAP from its all-time high and bounced cleanly off multi-year trendline support.
As long as FDS holds above 431, the path of least resistance is sideways to higher for the foreseeable future.
We’re watching for a move back toward the upper end of the range and eventually, a breakout that resets the trend higher.
Thank you for reading.
- The Beat Report Team
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