FactSet Research Systems Inc.

New York Stock Exchange
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Somewhat Bullish +45

FactSet Research Systems stock falls 1.02 percent after data deal

Acquisition New features AI-generated analysis

📉 FactSet stock fell 1.02% to EUR 233.85 on September 29, 2026, following the announcement of a data deal.

🤝 The company acquired BCC Group International GmbH, a German developer focused on cloud-native market data distribution.

☁️ The ONE Platform from BCC is being integrated into FactSet's Real-Time Solution Suite with hybrid deployment options.

💰 Fiscal Q3 2026 revenue grew 6.40% year-over-year to reach USD 622.90 million.

📊 Adjusted diluted EPS increased 6.10% to USD 4.53, while GAAP diluted EPS dropped 9.60% to USD 3.50.

🎯 FactSet reaffirmed full-year fiscal 2026 GAAP revenue guidance of USD 2.45 billion to USD 2.47 billion.

📈 Jefferies raised its price target from USD 253.00 to USD 285.00 while maintaining a Hold rating.

💵 The company's market capitalization stands at USD 9.4 billion as of late September 2026.

Bullish Signals
  • FactSet acquired BCC Group International GmbH to expand its real-time market data infrastructure with the ONE Platform.
  • Fiscal Q3 2026 revenue grew 6.40% year-over-year to USD 622.90 million, demonstrating solid top-line growth.
  • Adjusted diluted EPS rose 6.10% to USD 4.53, indicating underlying operational profitability despite GAAP headwinds.
  • Jefferies analyst raised the price target from USD 253.00 to USD 285.00 following the acquisition news.
Risk Factors
  • GAAP diluted EPS fell 9.60% to USD 3.50 in Q3, reflecting the immediate financial impact of the acquisition.
  • The stock price declined 1.02% on the day of the announcement, suggesting market caution regarding the deal's short-term costs.
Full Analysis
FactSet Research Systems (FDS) saw its stock price decline by 1.02% to EUR 233.85 on September 29, 2026, following the announcement of a strategic acquisition of BCC Group International GmbH. The deal, finalized around September 22, 2026, involves the purchase of a German software developer specializing in cloud-native and hybrid market data distribution technologies. The acquisition integrates BCC Group's ONE Platform into FactSet's Real-Time Solution Suite, expanding its infrastructure capabilities for real-time market data without altering its core research and analytics offerings. This move positions FactSet to offer flexible deployment options including cloud, on-premises, and hybrid environments, strengthening its product suite in the financial data sector. Financially, Fiscal Q3 2026 revenue reached USD 622.90 million, representing a 6.40% year-over-year increase. Adjusted diluted earnings per share rose 6.10% to USD 4.53, while GAAP diluted EPS decreased 9.60% to USD 3.50 due to acquisition-related costs. The company reaffirmed its full-year fiscal 2026 guidance for GAAP revenue between USD 2.45 billion and USD 2.47 billion. Analyst sentiment remains cautiously positive, with Jefferies raising its price target from USD 253.00 to USD 285.00 while maintaining a Hold rating. The stock trades within a 52-week range of USD 185.00 to USD 320.48, currently priced 17.35% below its yearly high, reflecting market reaction to the acquisition and mixed earnings metrics.