What smart money is saying about FactSet Research Systems Inc.

FDS · Financial Services · Financial - Data & Stock Exchanges · Market cap $7.96B

5 funds in our archive have pitched FactSet Research Systems Inc. — most recently Ariel Focused Value in March 2026.

Company profile

FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

Fund coverage · 5 theses

Ariel Focused Value
March 2026
FactSet Research Systems Inc. is an embedded financial data and analytics provider with high switching costs and recurring revenues poised to benefit from AI-driven efficiencies.
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Baron Partners Fund
March 2026
FactSet is a financial data and workflow provider with sticky customers, strong free cash flow, and AI-enabled product opportunities.
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Baron Focused Growth Fund
March 2026
FactSet Research Systems Inc. is a growth business whose insider buying and valuation reinforce the fund’s conviction.
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Baron Partners Fund
December 2025
FactSet Research Systems Inc. is a leading financial data and software provider with sticky customers, a large TAM, strong cash generation, and a capable new CEO focused on accelerating growth and AI-enhanced product development.
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Ariel Small Cap Value
December 2025
FactSet Research Systems, Inc. provides deeply embedded financial data with high switching costs and scalable datasets, with AI concerns seen as overblown and efficiency gains ahead.
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