FactSet Research has secured a top position in the Zacks Style Scores momentum category, ranking in the top 5% of over 2,000 stocks for the past three months. The company’s momentum score improved from 85 to 92 on the Zacks scale, reflecting consistent relative strength in institutional and retail buying. Over the last quarter, FactSet’s total return outpaced the S&P 500’s sector average by 320 basis points, underscoring its appeal to investors seeking sustained upward price movement without sacrificing quality metrics.

In the most recent quarter, FactSet introduced its new AI-ready data platform, adding 150 proprietary datasets focused on environmental, social and governance metrics and alternative data feeds. The platform is integrated with Amazon Web Services’ analytics stack following a collaboration that went live in June. Early customer feedback shows a 40% reduction in time to insight for quantitative research teams, while sales bookings for the AI module rose by 25% sequentially, indicating strong demand for next-generation research tools.

FactSet returned $200 million to shareholders through share repurchases and dividends over the last fiscal year, representing approximately 80% of free cash flow. The annual dividend was raised by 7% to reflect the company’s commitment to steady distributions. Operating expenses climbed by 5%, driven by investments in data acquisition and cloud infrastructure, but operating margin remained near 30%, supported by a scalable subscription model that delivers predictable recurring revenue.