FACTSET RESEARCH SYSTEMS INC
For the period ended Aug 31, 2026. Filed Oct 20, 2026.
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A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.
FY2026 · Filed Oct 20, 2026
FDS$326.72-0.4%Stored close · as of Nov 9, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
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Schedule II – Valuation and Qualifying Accounts
- Financial Statements Schedule
Schedule II – Valuation and Qualifying Accounts
| (in thousands) | ||||
|---|---|---|---|---|
| Description | Balance at Beginning of Year | Charged to Expense | Write-offs,Net of Recoveries | Balance atEnd of Year |
| Accounts Receivable Allowance: | ||||
| 2026 | $13,789 | $6,623 | $(6,828) | $13,584 |
| 2025 | $14,581 | $4,973 | $(5,765) | $13,789 |
| 2024 | $7,769 | $7,420 | $(608) | $14,581 |
Additional financial statement schedules are omitted since they are either not required, not applicable, or the information is otherwise included in the Consolidated Financial Statements or notes thereto included in this Annual Report on Form 10-K.
- Exhibits
The information required by this Item is set forth below.
| Incorporated by Reference | |||||
|---|---|---|---|---|---|
| ExhibitNumber · ExhibitDescription · Form · File No. · Exhibit Number · Filing Date · FiledHerewith | |||||
| 3.1 | FactSet Research Systems Inc. Third Amended and Restated Certificate of Incorporation | 8-K | 001-11869 | 3.1 | 12/22/2025 |
| 3.2 | FactSet Research Systems Inc. Amended and Restated By-Laws | 8-K | 001-11869 | 3.1 | 9/30/2026 |
| 4.0 | Form of Common Stock | S-1/A | 333-04238 | 4.1 | 6/26/1996 |
| 4.1 | Indenture, dated as of March 1, 2022, between FactSet Research Systems Inc. and U.S. Bank Trust Company, National Association, as trustee | 8-K | 001-11869 | 4.1 | 3/1/2022 |
| 4.2 | Supplemental Indenture, dated as of March 1, 2022, between FactSet Research Systems Inc. and U.S. Bank Trust Company, National Association, as trustee | 8-K | 001-11869 | 4.2 | 3/1/2022 |
| 4.3 | Form of 2.900% Global Note due 2027 (included in Exhibit A-1 to Exhibit 4.2 above) | 8-K | 001-11869 | 4.3 | 3/1/2022 |
| 4.4 | Form of 3.450% Global Note due 2032 (included in Exhibit A-2 to Exhibit 4.2 above) | 8-K | 001-11869 | 4.4 | 3/1/2022 |
| 4.5 · Description of Registrant's Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934 · X | |||||
|---|---|---|---|---|---|
| 10.1 | FactSet Research Systems Inc. 2004 Employee Stock Option and Award Plan(1) | DEF-14A | 001-11869 | Exhibit A | 11/10/2004 |
| 10.2 | FactSet Research Systems Inc. 2004 Stock Option and Award Plan, as Amended and Restated(1) | DEFR-14A | 001-11869 | Appendix A | 12/6/2010 |
| 10.3 | FactSet Research Systems Inc. Stock Option and Award Plan as Amended and Restated(1) | 8-K | 001-11869 | 10.1 | 12/21/2017 |
| 10.4 | FactSet Research Systems Inc. 2008 Non-Employee Directors’ Stock Option Plan(1) | DEF-14A | 001-11869 | Appendix A | 10/30/2008 |
| 10.5 | FactSet Research Systems Inc. Non-Employee Directors’ Stock Option and Award Plan, as Amended and Restated(1) | 8-K | 001-11869 | 10.2 | 12/21/2017 |
| 10.6 | FactSet Research Systems Inc. 2025 Omnibus Incentive Plan(1) | S-8 | 333-292658 | 99.1 | 1/9/2026 |
| 10.7 | Form Restricted Share Unit Award Agreement(1) | 10-Q | 001-11869 | 10.2 | 4/2/2026 |
| 10.8 | Form Stock Option Award Agreement(1) | 10-Q | 001-11869 | 10.3 | 4/2/2026 |
| 10.9 | Form Performance Share Unit Award Agreement(1) | 10-Q | 001-11869 | 10.4 | 4/2/2026 |
| 10.10 | FactSet Research Systems Inc. Executive Severance Plan(1) | 8-K | 001-11869 | 10.1 | 7/3/2024 |
| 10.11 | Form of FactSet Research Systems Inc. Equity Award Agreement(1) | 8-K | 001-11869 | 10.2 | 3/5/2020 |
| 10.12 | Form of Equity Award Letter Agreement (Omnibus Plan)(1) | 10-Q | 001-11869 | 10.5 | 4/2/2026 |
| 10.13 | Credit Agreement dated April 8, 2025, among FactSet Research Systems Inc., 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 | 8-K | 001-11869 | 1.1 | 4/8/2025 |
| 10.14 | Amendment No.1 dated August 28, 2026, among the Company, the lenders party thereto and PNC Bank, National Association, as the administrative agent | 8-K | 001-11869 | 10.1 | 8/31/2026 |
| 10.15 | Separation Agreement and General Release of Claims by and between FactSet Research Systems Inc. and Linda Huber, dated July 22, 2024 | 8-K | 001-11869 | 10.1 | 7/23/2024 | |
| 10.16 | Employment Agreement dated May 28, 2025 between FactSet Research Systems Inc. and Sanoke Viswanathan(1) | 10-Q | 001-11869 | 10.2 | 7/3/2025 | |
| 10.17 | Retirement Agreement and General Release of Claims between FactSet Research Systems Inc. and F. Philip Snow(1) | 10-K | 001-11869 | 10.13 | 10/22/2025 | |
| 10.18 | Employment Agreement dated April 2, 2026 between FactSet Research Systems Inc. and Joshua Warren(1) | 10-Q | 001-11869 | 10.1 | 7/1/2026 | |
| 10.19 | Separation Agreement and General Release of Claims between FactSet Research Systems Inc. and Helen Shan(1) | 10-Q | 001-11869 | 10.2 | 7/1/2026 | |
| 19 | FactSet Research Systems Inc. Securities and Insider Trading Policy | 10-K | 001-11869 | 19 | 10/29/2024 | |
| 21 | Subsidiaries of FactSet Research Systems Inc. | X | ||||
| 23 | Consent of Ernst & Young LLP | X | ||||
| 31.1 | Certification of the Chief Executive Officer pursuant to Rule 13a-14(a) and Rule 15d-14(a) of the Securities Exchange Act, as amended. | X | ||||
| 31.2 | Certification of the Chief Financial Officer pursuant to Rule 13a-14(a) and Rule 15d-14(a) of the Securities Exchange Act, as amended. | X | ||||
| 32.1 | Certification of the Chief Executive Officer pursuant to 18 U.S.C. 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002. | X | ||||
| 32.2 | Certification of the Chief Financial Officer pursuant to 18 U.S.C. 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002 | X | ||||
| 97 | FactSet Research Systems Inc. Incentive Compensation Recoupment Policy | 10-K | 001-11869 | 97 | 10/27/2023 | |
| 101.INS | XBRL Instance Document | X | ||||
| 101.SCH | XBRL Taxonomy Extension Schema | X | ||||
| 101.CAL | XBRL Taxonomy Extension Calculation Linkbase | X | ||||
| 101.DEF | XBRL Taxonomy Extension Definition Linkbase Document | X | ||||
| 101.LAB | XBRL Taxonomy Extension Label Linkbase | X |
| 101.PRE | XBRL Taxonomy Extension Presentation Linkbase | X |
| 104 | Cover page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101 | X |
(1)Indicates a management contract or compensatory plan or arrangement.
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