FactSet reports fiscal 2026 results as Wells Fargo cuts FactSet Research stock target

Published on 10/02/2026 at 14:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Adjusted earnings reached USD 4.52 in fourth-quarter fiscal 2026. FactSet Research stock costs EUR 245.65 on October 2, 2026 after EUR 247.25.

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FactSet reported fiscal 2026 results on September 30, 2026, while Wells Fargo cut its price target for FactSet Research stock from USD 210.00 to USD 250.00 and kept an Underweight rating, according to Investing.com on October 1, 2026. FactSet Research stock was trading at EUR 245.65 at Lang & Schwarz on October 2, 2026, down 0.65 percent versus the prior close of EUR 247.25.

Revenue beat meets slower outlook

According to GlobeNewswire on September 30, 2026, fourth-quarter GAAP revenue rose 6.30 percent year over year to USD 634.70 million, while adjusted diluted earnings per share increased 11.60 percent to USD 4.52. The release identified August 31, 2026, as the fiscal year-end for the reported quarter.

The comparison is mixed. GAAP diluted earnings per share fell 15.40 percent to USD 3.41, while adjusted operating margin declined to 33.00 percent from 33.80 percent in the fourth quarter of fiscal 2025. Higher compensation and technology expenses weighed on the reported margin.

AI growth supports subscription value

Organic annual subscription value reached USD 2.568 billion at August 31, 2026, up 7.00 percent year over year, and the company generated USD 86.00 million of organic annual subscription value during the quarter. The Motley Fool reported on September 30, 2026, that AI-related offerings contributed at least 10.00 percent of new annual subscription value in the fourth quarter and that more than 650 clients were engaged with the company platform through contracts or trials.

FactSet guided fiscal 2027 organic annual subscription value growth to 5.00 percent to 6.50 percent, below the 7.00 percent achieved in fiscal 2026. Revenue guidance of USD 2.600 billion to USD 2.625 billion implies reported growth of 5.00 percent to 6.00 percent, while adjusted diluted earnings per share guidance stands at USD 19.25 to USD 19.65.

Target remains below the market price

Wells Fargo's USD 250.00 target is USD 4.35 below the Lang & Schwarz price in euros, but the currencies differ and do not support a direct percentage comparison. The analyst view instead highlights the central tension in the results: FactSet is expanding AI-enabled subscription value while management expects slower organic growth in fiscal 2027.

FactSet returned USD 808.00 million to shareholders during fiscal 2026 through dividends and repurchases, according to GlobeNewswire. That capital return provides a counterweight to the margin pressure and the slower subscription-value outlook.

FactSet stock stays below its prior close

FactSet Research stock was trading at EUR 245.65 at Lang & Schwarz on October 2, 2026 at 2:33 p.m. CEST, down 0.65 percent versus the prior close of EUR 247.25. The primary listing is on the NYSE, where FactSet trades under FDS; the October 1, 2026 finance snapshot showed a USD 9.9 billion market capitalization and a USD 185.00 to USD 320.48 52-week range.

The further course of trading is shown by the continuously updated real-time quote of FactSet Research stock.