FactSet Reaffirms Fiscal 2027 Outlook at Investor Day
The global financial intelligence provider outlined its medium-term financial targets through fiscal 2029 at its New York City event.
Updated on Nov. 10, 2026 in Corporate Finance
FactSet hosted its Investor Day in New York City on November 10, 2026, presenting its strategic vision, product roadmap, and financial outlook. The company reaffirmed its fiscal 2027 guidance and laid out medium-term targets through fiscal 2029.
Why it matters
The reaffirmed guidance and multi-year targets give investors a benchmark for measuring FactSet's growth, margin, and earnings performance over the coming years. The event also showcased leadership's plans for AI-driven products serving more than 9,200 global clients.
FactSet reaffirmed fiscal 2027 revenue guidance of $2,600 million to $2,625 million and adjusted diluted EPS of $19.25 to $19.65. Medium-term targets call for roughly 6% organic revenue compound annual growth and at least a 36% adjusted operating margin by fiscal 2029.
The players
FactSet
FactSet is a global intelligence and AI solutions provider to the financial markets and an S&P 500 company serving more than 9,200 clients.
Sanoke Viswanathan
Sanoke Viswanathan is the chief executive officer of FactSet, leading the company's strategic direction.
Josh Warren
Josh Warren is the chief financial officer of FactSet, responsible for its financial planning and outlook.
The details
Chief Executive Officer Sanoke Viswanathan, Chief AI Officer Kate Stepp, Chief Technology Officer Bob Stolte, Chief Revenue Officer Goran Skoko, and Chief Financial Officer Josh Warren presented at the event, which was webcast live on the company's Investor Relations website. The company said it targets adjusted diluted EPS compound annual growth of approximately 10% through fiscal 2029.
Timeline
November 10, 2026: FactSet hosts Investor Day in New York City at 9:00 a.m. ET.
Fiscal 2027: Company reaffirms guidance for revenues, margins, and EPS.
Fiscal 2029: Target year for the medium-term financial outlook.
November 10, 2027: Replay and presentation materials remain accessible at investor.factset.com.
Market Dynamics
FactSet's pairing of reaffirmed fiscal 2027 guidance with targets through fiscal 2029 follows the multi-year guidance format public companies use at Investor Day events. The medium-term outlook extends a planning horizon that gives investors a longer window to test management's margin and earnings assumptions.
Investors tracking FactSet can use the fiscal 2027 EPS guidance of $17.00 to $17.50 on a GAAP basis and $19.25 to $19.65 on an adjusted basis to model near-term earnings. The 36% adjusted operating margin target by fiscal 2029 offers a benchmark for assessing whether profitability improves as projected.
The takeaway
Investors can compare FactSet's reaffirmed fiscal 2027 guidance against its medium-term targets to track whether the company meets its stated growth and margin goals. Checking results against these benchmarks over the next several years will show whether the projections hold.
Further reading
For more on how companies set long-term financial targets, see Corporate Finance coverage on Wisevoter.
More information
Watch the replay and review the FactSet Investor Day replay and presentation materials on the company's Investor Relations site.
Source note: This article includes information reported by The Manila times.
