FACTSET RESEARCH SYSTEMS, INC.
Ownership & governance
Executives 5Directors 10Avg age 57Avg tenure 3.2y
SV
Sanoke Viswanathan
Chief Executive Officer
Age 51Since 2025-09-07Profile →
+14
Executives5
SV
Sanoke Viswanathan→
Chief Executive Officer
Age 51Since 2025-09-07
JW
Joshua Warren→
Director of Finance/CFO
Age 46Since 2026-04-12
BS
Bob Stolte→
Chief Tech/Sci/R&D Officer
—Since 2026-03-01
KS
Katherine Stepp→
Chief Tech/Sci/R&D Officer
Age 41Since 2022-08-31
KT
Kevin Toomey→
Investor Relations Contact
—Since 2025-03-12
Board of directors10
RA
Robin Abrams→
Chairman
Age 74Since 2020-06-22
LS
Laurie Siegel→
Director/Board Member
Age 70Since 2015-09-20
MF
Malcolm Frank→
Chairman
Age 60Since 2025-09-16
SC
Siew Kai Choy→
Director/Board Member
Age 61Since 2020-06-23
LS
Lee Shavel→
Director/Board Member
Age 59Since 2020-06-23
MT
Maria Tejada→
Director/Board Member
Age 59Since 2022-03-21
SW
Shlomo Wiesel→
Director/Board Member
Age 54Since 2023-03-23
LH
Laurie Hylton→
Director/Board Member
Age 59Since 2024-03-18
Shareholders4
| Name | Stake | Shares |
|---|---|---|
| BAMCO, Inc. | 10.31 % | 3,756,587 |
| BlackRock Advisors LLC | 6.634 % | 2,416,855 |
| Vanguard Capital Management LLC | 6.611 % | 2,408,636 |
| STATE STREET CORPORATION | 5.211 % | 1,898,401 |
Catalog · 2026-07-09
SEC officers15
| Name | Role | Since | Shares |
|---|---|---|---|
| Bob Stolte | Chief Tech/Sci/R&D Officer | — | - |
| Joshua Warren | Chief Financial Officer | — | - |
| Katherine Stepp | Chief Tech/Sci/R&D Officer | — | - |
| Malcolm Frank | Chairman | — | - |
| Robin Abrams | Chairman | — | - |
| Sanoke Viswanathan | Chief Executive Officer | — | - |
| Barak Eilam | Director/Board Member | — | - |
| Laurie Hylton | Director/Board Member | — | - |
SEC · as of 2026-07-09
Group companies
| Name | Category |
|---|---|
| LiquidityBook LLC | Packaged Software |
| LiquidityBook LLC | Packaged Software |
| FactSet Systems India Pvt Ltd. | Data Processing Services |
| FactSet Systems India Pvt Ltd. | Data Processing Services |
| FactSet UK Ltd. | Financial Conglomerates |
Institutional (13F)
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Fund membership
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Street consensus
Consensus holdMean target 280Range 212–340Analysts 16
212Mean 280340
- Buy 3
- Hold 9
- Sell 4
- Strong sell 2
Broker actions40 of 253
| Firm | Action | To | Target | Date |
|---|---|---|---|---|
| BMO Capital | Maintained | Market Perform | 314 | 2026-10-13 |
| Wells Fargo | Maintained | Underweight | 250 | 2026-10-01 |
| Stifel | Maintained | Hold | 292 | 2026-10-01 |
| Deutsche Bank | Maintained | Hold | 299 | 2026-09-11 |
| Morgan Stanley | Maintained | Equal-Weight | 300 | 2026-09-10 |
| William Blair | Upgrade | Outperform | — | 2026-09-08 |
| Barclays | Maintained | Underweight | 250 | 2026-09-08 |
| RBC Capital | Maintained | Sector Perform | 304 | 2026-08-27 |
| Barclays | Maintained | Underweight | 216 | 2026-07-06 |
| Jefferies | Maintained | Hold | 253 | 2026-07-02 |
| B of A Securities | Maintained | Underperform | 210 | 2026-07-02 |
| Deutsche Bank | Maintained | Hold | 280 | 2026-07-02 |
Firm rows and rating mix from Yahoo Finance; mean target is Yahoo’s aggregate until OpenFilings derives consensus from broker rows.