Stock Track | FactSet Research Reports 5.04% Surge Driven by Wealth and Institutional Demand

Stock Track2024-12-20

FactSet Research Systems Inc. (FDS) reported a 5.04% surge in its stock price on Thursday, fueled by strong demand from wealth managers, asset owners, and institutional investors.

The financial data and analytics provider posted a solid first quarter fiscal 2025 performance, with revenues climbing 4.9% year-over-year to $568.7 million, exceeding analyst estimates of $565.1 million. The company's adjusted diluted earnings per share (EPS) of $4.37 also surpassed expectations, rising 6.1% from the prior-year period.

The robust results were underpinned by FactSet's growing Annual Subscription Value (ASV), a key metric reflecting the potential revenue from subscription services over the next 12 months. Organic ASV increased by 4.5% year-over-year to $2.26 billion, driven by demand from buy-side clients such as wealth managers, asset owners, and institutional asset managers, which accounted for 82.1% of the total.

FactSet's CEO, Phil Snow, attributed the strong performance to the company's "robust pipeline fueled by the strength of our diverse portfolio of innovative solutions that deliver value and resonate with our clients." The company's strategic initiatives, including the integration of conversational AI and the expansion of its Managed Services offerings, position it well for future growth.

However, FactSet's GAAP operating margin declined to 33.6% from 34.9% in the prior-year period, primarily due to increased amortization of intangible assets and professional fees. Nevertheless, the adjusted operating margin remained steady at 37.6%, reflecting the company's effective cost management strategies.

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