Official announcements (8-K)

Shared financial results (Item 2.02)

New results: figures on this page will update when the full quarterly or annual report is filed.

In the company's wordsOn September 30, 2026, FactSet Research Systems Inc. ("FactSet" or the "Company") issued a press release announcing its results for the three and twelve months ended August 31, 2026. A copy of the press release is furnished as Exhibit 99.1 hereto and incorporated by reference herein. The information furnished pursuant to this Item 2.02 (Results of Operations and Financial Condition), including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and shall not be deemed to be incorporated by reference into any filing under the …

Changed its company rules or financial year (Item 5.03)

Changes to the company's rules or the dates of its financial year.

In the company's wordsOn September 24, 2026, the Board of Directors (the “Board”) of FactSet approved and adopted amendments to the Company’s amended and restated by-laws (as amended and restated, the “Amended and Restated By-laws”), which became effective the same day. The amendments contained in the Amended and Restated By-laws: •allow the Board to delegate to its committees all the powers and authority of the Board in the management of the business and affairs of the Company as allowed under the Delaware General Corporation Law; •update certain procedural and disclosure requirements relating to the information and timing requirements of the advance notice of nominations and other business …

Change in its leaders or board (Item 5.02)

New leaders or board members can bring a change in strategy.

In the company's wordsOn September 23, 2026, the Board of Directors (the “Board”) of FactSet Research Systems Inc. (“FactSet” or the “Company”) appointed Marcel Prins a director of the Company. There are no arrangements or understandings between Mr. Prins and any other persons pursuant to which Mr. Prins was selected as director. Mr. Prins is not a party to any related party transaction, or proposed transaction, required to be disclosed pursuant to Item 404(a) of Regulation S-K. As a non-employee director, Mr. Prins will participate in the Company’s existing director compensation program, the terms of which are described in the Company’s Proxy Statement filed with the U.S. Securities and …

Signed a major agreement (Item 1.01)

A major new contract can change what the company sells, spends or owes.

In the company's wordsAgreement On August 28, 2026, FactSet Research Systems Inc. (the “Company”) entered into Amendment No. 1 (the “Amendment Agreement”), among the Company, the lenders party thereto and PNC Bank, National Association, as the administrative agent, to amend the credit agreement dated as of April 8, 2025 (the “Existing Credit Agreement” and, as amended by the Amendment Agreement, the “Amended Credit Agreement”), among the Company, the borrowing subsidiaries from time to time party thereto, the lenders from time to time party thereto and PNC Bank, National Association, as the administrative agent. The Existing Credit Agreement provided for a senior unsecured term loan credit …

Took on a major new debt or obligation (Item 2.03)

New borrowing adds to what the company owes and the interest it pays.

In the company's wordsThe information disclosed in this Current Report under Item 1.01 is incorporated into this Item 2.03 by reference.

Shared financial results (Item 2.02)

New results: figures on this page will update when the full quarterly or annual report is filed.

In the company's wordsOn July 1, 2026, FactSet Research Systems Inc. ("FactSet" or the "Company") issued a press release announcing its results for the three months ended May 31, 2026. A copy of the press release is furnished as Exhibit 99.1 hereto and incorporated by reference herein. The information furnished pursuant to this Item 2.02 (Results of Operations and Financial Condition), including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and shall not be deemed to be incorporated by reference into any filing under the Securities Act of …

Change in its leaders or board (Item 5.02)

New leaders or board members can bring a change in strategy.

In the company's wordsOfficers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers Departure of Helen Shan as Chief Financial Officer On April 8, 2026, FactSet Research Systems Inc. (the “Company”) announced that, effective April 13, 2026, Helen Shan, the Chief Financial Officer of the Company (“CFO”), will transition out of her position as CFO and will become eligible to receive severance benefits upon her termination of employment in accordance with the Company’s Executive Severance Plan and Ms. Shan’s equity letter agreement with the Company (a form of which is attached as Exhibit 10.8 to the Company’s Annual Report on Form 10-K for the …

Shared financial results (Item 2.02)

New results: figures on this page will update when the full quarterly or annual report is filed.

In the company's wordsOn March 31, 2026, FactSet Research Systems Inc. ("FactSet" or the "Company") issued a press release announcing its results for the three months ended February 28, 2026. A copy of the press release is furnished as Exhibit 99.1 hereto and incorporated by reference herein. The information furnished pursuant to this Item 2.02 (Results of Operations and Financial Condition), including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and shall not be deemed to be incorporated by reference into any filing under the Securities Act …

Change in its leaders or board (Item 5.02)

New leaders or board members can bring a change in strategy.

In the company's wordsOn March 4, 2026, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Kate Stepp, previously the Company's Chief Technology Officer ("CTO"), was named Chief AI Officer. Ms. Stepp assumed her new role on March 2, 2026. Bob Stolte assumed the role of CTO on March 2, 2026. A copy of the press release announcing these changes is annexed as Exhibit 99.1. All information in the press release is furnished but not filed.

Change in its leaders or board (Item 5.02)

New leaders or board members can bring a change in strategy.

In the company's wordsAt the 2025 Annual Meeting of Stockholders (the "Annual Meeting") of FactSet Research Systems Inc. (the "Company" or "FactSet") held on December 18, 2025, the stockholders of the Company approved the FactSet Research Systems Inc. 2025 Omnibus Incentive Plan (the "2025 Omnibus Incentive Plan"). The Board of Directors of the Company (the "Board") previously approved the adoption of the 2025 Omnibus Incentive Plan subject to approval by the Company's stockholders at the Annual Meeting. The principal features of the 2025 Omnibus Incentive Plan are described in detail under "Proposal 5: Approval of FactSet Research Systems Inc. 2025 Omnibus Incentive Plan" of the Company's …

Changed its company rules or financial year (Item 5.03)

Changes to the company's rules or the dates of its financial year.

In the company's wordsAt the 2025 Annual Meeting held on December 18, 2025, FactSet stockholders approved the Third Amended and Restated Certificate of Incorporation to: (i) change the stockholder vote required for the amendment of the provision for stockholder action by written consent from supermajority to majority; and (ii) remove non-operative language relating to the declassification of the Board. The Third Amended and Restated Certificate of Incorporation was previously unanimously approved by the Board. On December 22, 2025, the Third Amended and Restated Certificate of Incorporation was filed with the Secretary of State of the State of Delaware and became effective. The foregoing …

Shared shareholder vote results (Item 5.07)

How shareholders voted on board members and proposals.

In the company's wordsThe final voting results for the matters voted on at the Company's 2025 Annual Meeting of Stockholders held on December 18, 2025 are set forth below: Proposal 1: Stockholders elected each of the ten directors below to serve a one-year term. Nominee For Against Abstain Broker Non-Votes Robin A. Abrams 29,756,450 1,867,379 22,151 2,363,425 Siew Kai Choy 31,054,650 568,727 22,603 2,363,425 Barak Eilam 30,987,606 634,389 23,985 2,363,425 Malcolm Frank 30,926,965 696,043 22,972 2,363,425 Laurie G. Hylton 31,039,525 581,270 25,185 2,363,425 Lee Shavel 31,057,874 564,582 23,524 2,363,425 Laurie Siegel 30,836,913 786,093 22,974 2,363,425 Maria Teresa Tejada 31,022,330 600,797 …

Shared financial results (Item 2.02)

New results: figures on this page will update when the full quarterly or annual report is filed.

In the company's wordsOn December 18, 2025, FactSet Research Systems Inc. ("FactSet" or the "Company") issued a press release announcing its results for the three months ended November 30, 2025. A copy of the press release is furnished as Exhibit 99.1 hereto and incorporated by reference herein. The information furnished pursuant to this Item 2.02 (Results of Operations and Financial Condition), including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and shall not be deemed to be incorporated by reference into any filing under the Securities …

Shared financial results (Item 2.02)

New results: figures on this page will update when the full quarterly or annual report is filed.

In the company's wordsOn September 18, 2025, FactSet Research Systems Inc. ("FactSet" or the "Company") issued a press release announcing its results for the three and twelve months ended August 31, 2025. A copy of the press release is furnished as Exhibit 99.1 hereto and incorporated by reference herein. The information furnished pursuant to this Item 2.02 (Results of Operations and Financial Condition), including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and shall not be deemed to be incorporated by reference into any filing under the …

Change in its leaders or board (Item 5.02)

New leaders or board members can bring a change in strategy.

In the company's wordsOn September 16, 2025, the Board of Directors (the “Board”) of FactSet Research Systems Inc. (“FactSet” or the “Company”) received the resignation of James J. McGonigle as director of the Company, effective upon close of business on December 1, 2025. Mr. McGonigle has served on the Board since 2002. The resignation of Mr. McGonigle was not due to any disagreement with FactSet, its Board or its management on any matter relating to the Company’s operations, policies or practices.

Changed its company rules or financial year (Item 5.03)

Changes to the company's rules or the dates of its financial year.

In the company's wordsOn September 16, 2025, FactSet's Board amended and restated the Company's Amended and Restated By-Laws (the “Bylaws”) effective immediately. The Bylaws were updated to: •Clarify and enhance procedural mechanics in connection with the Company’s existing majority voting standard for the election of directors in uncontested elections, including that any incumbent director nominee who fails to receive the requisite majority vote at an uncontested election will continue to serve as a holdover director and shall submit his or her irrevocable offer of resignation from the Board within 90 days from the date of the election for consideration by the Nominating and Corporate …

Shared financial results (Item 2.02)

New results: figures on this page will update when the full quarterly or annual report is filed.

In the company's wordsOn June 23, 2025, FactSet Research Systems Inc. ("FactSet" or the "Company") issued a press release announcing its results for the three months ended May 31, 2025. A copy of the press release is furnished as Exhibit 99.1 hereto and incorporated by reference herein. The information furnished pursuant to this Item 2.02 (Results of Operations and Financial Condition), including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and shall not be deemed to be incorporated by reference into any filing under the Securities Act of …

Change in its leaders or board (Item 5.02)

New leaders or board members can bring a change in strategy.

In the company's wordsPhilip Snow as Chief Executive Officer and as a Director On June 3, 2025, FactSet Research Systems Inc. (the "Company") announced that F. Philip Snow, currently the Chief Executive Officer ("CEO") of the Company and a member of the board of directors of the Company (the "Board"), notified the Company on May 28, 2025 of his intention to retire as the Company’s CEO and as a member of the Board, effective upon the date his successor, Sanoke Viswanathan, starts employment with the Company as described below. Mr. Snow will remain an employee of the Company and serve as a special advisor to the Board and Mr. Viswanathan assisting in the management transition through November …

Signed a major agreement (Item 1.01)

A major new contract can change what the company sells, spends or owes.

Ended a major agreement (Item 1.02)

Losing a major agreement can affect future sales or costs.

Took on a major new debt or obligation (Item 2.03)

New borrowing adds to what the company owes and the interest it pays.

Shared financial results (Item 2.02)

New results: figures on this page will update when the full quarterly or annual report is filed.

Shared information with investors (Item 7.01)

Information shared with investors, often a presentation or press release.

Shared shareholder vote results (Item 5.07)

How shareholders voted on board members and proposals.

Shared financial results (Item 2.02)

New results: figures on this page will update when the full quarterly or annual report is filed.

Change in its leaders or board (Item 5.02)

New leaders or board members can bring a change in strategy.

Shared information with investors (Item 7.01)

Information shared with investors, often a presentation or press release.