FactSet’s Portware platform has expanded its capabilities for buy-side users to include automation of high-touch trades, with the aim of making workflows as efficient as algorithmic execution orders.

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After joining FactSet in 2008 as a software engineer and rising through the ranks over 17 years—most recently serving as CTO—Kate Stepp stepped into her latest role, chief AI officer, this March.

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Built in collaboration with Finster AI, FactSet’s AI solution for banking ...

Bamco Inc acquired this stake, which now accounts for 2.27% of its 13F assets under management as of December 31, 2025. Top holdings post-filing: NASDAQ: TSLA: $5.36 billion (14.5% of AUM) NASDAQ: ...

After reviewing FactSet’s FDS economic moat rating, we are downgrading it to none from narrow. Why it matters: FactSet has historically generated strong returns on invested capital (18%, or 26% ...

Investors have worried that Anthropic and other artificial-intelligence companies pose a threat to research and and financial-data providers like FactSet. But Tuesday's event suggested that the ...

SAN FRANCISCO, Feb 24 (Reuters) - Artificial intelligence lab Anthropic on Tuesday unveiled 10 new ways for business customers to plug in its technology to key areas of their work, weeks after other ...

The recent rout in financial services and software stocks due to fears around AI disruption has created a number of bargain opportunities. In what I would consider a ‘baby thrown out with the ...

Dec 18 (Reuters) - Financial data firm FactSet (FDS.N), opens new tab posted a rise in first-quarter profit on Thursday, driven by increased demand for its financial data and analytics offerings.

FactSet Research Systems is rated Sell due to competitive pressures, margin compression, and weak product differentiation versus peers like Bloomberg and Refinitiv. FDS's recent earnings showed 6.2% Y ...

The MarketWatch News Department was not involved in the creation of this content. This integration brings FactSet's market-leading fundamentals, estimates, and ETF data directly into Macrobond's ...