FDS

• Organic ASV reached $2,485.6 million, up 7.1% year over year, and increased $35.4 million over the last three months.
• GAAP diluted EPS was $3.50, down 9.6% from $3.87, while adjusted diluted EPS rose 6.1% to $4.53.
• FactSet returned $243.4 million to shareholders in Q3, including $203.1 million in share repurchases and $40.3 million in dividends.
• The company reaffirmed its fiscal 2026 guidance, including GAAP revenues of $2,450-$2,470 million and adjusted diluted EPS of $17.25-$17.75.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Joshua Warren, age 46, has been appointed CFO and will start on April 13, 2026; he previously served as CFO of Envestnet, Inc. (2023-2025) and held roles at BlackRock.
• Warren's employment agreement provides a $500,000 annual base salary, a target cash bonus of 110% of base salary, and an annual equity award target of $2,250,000 starting FY2027.
• Warren will receive a one-time new-hire equity grant valued at $1,500,000, comprising $750,000 in stock options, $500,000 in RSUs, and $250,000 in cash, with vesting over 3-4 years and a repayment clause if he resigns within one year.
• Shan's departure is not due to any disagreement with the company's accounting practices, financial statements, or financial condition.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits

• Organic ASV was $2,449.1 million at February 28, 2026, up 6.7% year over year.
• GAAP diluted EPS decreased 4.5% to $3.59, while adjusted diluted EPS increased 4.2% to $4.46.
• Fiscal 2026 guidance raised: organic ASV growth of $130M-$160M, GAAP revenues of $2,450M-$2,470M, GAAP diluted EPS of $14.85-$15.35, and adjusted diluted EPS of $17.25-$17.75.
• Free cash flow increased 23.6% to $185.7 million for the quarter.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Kate Stepp, formerly FactSet's Chief Technology Officer, was named Chief AI Officer, effective March 2, 2026.
• Bob Stolte assumed the role of Chief Technology Officer on March 2, 2026.
• Stepp will lead AI services for clients; Stolte will lead the global technology organization.
• The appointments were announced in a press release dated March 4, 2026.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits

• At the December 18, 2025 annual meeting, stockholders approved the FactSet 2025 Omnibus Incentive Plan, which was previously adopted by the Board subject to stockholder approval.
• All ten director nominees were elected to one-year terms, with votes ranging from 29,756,450 (Robin A. Abrams) to 31,525,160 (Sanoke Viswanathan) in favor.
• Stockholders ratified Ernst & Young LLP as independent auditor for fiscal 2026, approved non-binding advisory say-on-pay, and approved the 2025 Employee Stock Purchase Plan.
• The 2025 Omnibus Incentive Plan received 28,798,109 votes for and 2,818,974 against, with 2,363,425 broker non-votes.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year · 5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits

• Organic ASV was $2,389.6 million at November 30, 2025, up 5.9% year over year.
• GAAP diluted EPS was $4.06, up 4.4% year over year; adjusted diluted EPS was $4.51, up 3.2%.
• Board approved increasing share repurchase authorization from $400 million to $1 billion.
• Fiscal 2026 outlook reaffirmed: GAAP revenues $2,423M-$2,448M, adjusted diluted EPS $16.90-$17.60.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• James J. McGonigle resigned as director of FactSet, effective at close of business on December 1, 2025.
• The resignation was not due to any disagreement with FactSet, its Board, or management.
• The Board also amended and restated the company's Bylaws on September 16, 2025, clarifying majority voting procedures and adding a plurality voting carve-out for contested elections.

2.02 Results of Operations and Financial Condition · 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year · 9.01 Financial Statements and Exhibits

• Organic ASV was $2,296.9 million, up 4.5% year over year; total ASV was $2,335.1 million.
• GAAP diluted EPS was $3.87, down 5.4% year over year; adjusted diluted EPS was $4.27, down 2.3%.
• FactSet reaffirmed fiscal 2025 guidance: GAAP revenues $2,305-$2,325 million, GAAP diluted EPS $14.80-$15.40, adjusted diluted EPS $16.80-$17.40.
• Phil Snow will retire as CEO effective early September 2025, succeeded by Sanoke Viswanathan.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits