FactSet's fourth quarter 2026 adjusted EPS of $4.52 beat expectations with 7% organic ASV growth

FactSet reported fourth-quarter and fiscal 2026 results that exceeded analyst estimates, driven by record organic Annual Subscription Value (ASV) expansion and significant AI product momentum. The company achieved its 30th consecutive year of adjusted diluted EPS growth and maintained strong client retention above 95% despite macro monitoring.

Key Highlights

• Organic ASV grew 7.0% year-over-year to $2.57 billion, surpassing the expected $2.56 billion estimate and adding $168.2 million in value during the fiscal year.
• Fourth quarter revenue rose 6.3% to $634.7 million, with organic revenue growth slightly higher at 7.1%.
• ASV contribution from AI-driven solutions added in fiscal 2026 more than doubled compared to the previous year.
• Adjusted operating margin for the quarter was 33.0% compared to 33.8% a year ago, impacted by technology investments and ASV-linked incentive compensation.
• Initial fiscal 2027 guidance projects organic ASV growth of 5.0% to 6.5% and adjusted diluted EPS between $19.25 and $19.65.