XML 32 R2.htm IDEA: XBRL DOCUMENT v3.25.3
Pay vs Performance Disclosure - USD ($)
 12 Months Ended
Aug. 31, 2025
Aug. 31, 2024
Aug. 31, 2023
Aug. 31, 2022
Aug. 31, 2021
Pay vs Performance Disclosure          
Pay vs Performance Disclosure, Table
Pay Versus Performance
Value of Initial Fixed $100 Investment Based On:
Fiscal YearSummary Compensation Table Total for PEO
Compensation Actually Paid to PEO(1)
Average Summary Compensation Table Total for Non-PEO NEOs
Average Compensation Actually Paid to Non-PEO NEOs(2)
Total Shareholder Return(3)
Peer Group Total Shareholder Return(3)
Net Income (in Thousands)
Revenue (Company Selected Measure)(in thousands)(4)
2025$9,460,930 $5,700,082 $3,180,035 $2,424,385 $111.53 $231.96 $597,040 $2,321,748 
2024$7,584,472 $3,005,247 $2,317,286 $1,458,270 $125.11 $182.66 $537,126 $2,203,056 
2023$6,862,015 $5,673,690 $2,375,318 $2,142,762 $127.92 $134.28 $468,173 $2,085,508 
2022$6,604,998 $15,375,286 $2,510,807 $3,961,318 $125.90 $127.23 $396,917 $1,843,892 
2021$5,468,745 $8,746,557 $2,170,212 $2,830,993 $109.56 $151.97 $399,590 $1,591,445 
        
Company Selected Measure Name revenue        
Peer Group Issuers, Footnote For FactSet and the Peer Group Total Shareholder Return, the TSR for each year reflects what the cumulative value of $100 would be, including reinvestment of dividends, if such amount were invested on August 31, 2020. Peer Group Total Shareholder Return reflects the TSR of the Dow Jones U.S. Financial Services Index, one of the industry index peer groups used in the Company's Stock Performance Graph in our 2025 Annual Report on Form 10-K included pursuant to Item 201(e) of Regulation S-K.        
PEO Total Compensation Amount $ 9,460,930 $ 7,584,472 $ 6,862,015 $ 6,604,998 $ 5,468,745
PEO Actually Paid Compensation Amount $ 5,700,082 3,005,247 5,673,690 15,375,286 8,746,557
Adjustment To PEO Compensation, Footnote Mr. Snow served as the Company's PEO for fiscal years 2021-2025. SEC rules require certain adjustments to be made to the amounts reported in the Summary Compensation Table ("SCT") in order to calculate CAP as shown in the table above. The following table details the applicable adjustments to the SCT Total for our PEO that were made to calculate PEO CAP. CAP does not reflect the actual amount of compensation that was or may be earned by or paid to our PEO during the applicable fiscal year.
PEO SCT Total to CAP Reconciliation
FY2025
FY2024FY2023FY2022FY2021
Summary Compensation Table Total$9,460,930$7,584,472$6,862,015$6,604,998$5,468,745
Deduction for SCT "Stock Awards" column value$(3,750,162)$(3,000,011)$(2,500,166)$(2,250,063)$(1,750,063)
Deduction for SCT "Option Awards" column value$(3,750,093)$(3,000,075)$(2,500,089)$(2,250,035)$(1,750,005)
Deduction for SCT "Change in Pension Value and Nonqualified Deferred Compensation Earnings" column value$—$—$—$—$—
Total Deductions from SCT$(7,500,255)$(6,000,086)$(5,000,255)$(4,500,098)$(3,500,068)
Increase for Service Cost and Prior Service Cost for Pension Plans$—$—$—$—$—
Increase for year end fair value of unvested equity granted during year$4,884,670$3,444,963$4,531,366$5,509,555$5,184,817
Increase/(Deduction) for change in fair value of unvested equity granted in prior years$(1,729,950)$(1,537,645)$185,152$6,162,251$2,784,260
Increase for vesting date fair value of equity granted and vested during year$—$—$—$—$—
Increase/(Deduction) for change in fair value of vested equity granted in prior years$584,687$(486,457)$(904,588)$1,598,580$(1,191,197)
Deduction for fair value of equity that failed to meet vesting conditions during the year$—$—$—$—$—
Increase based on value of dividends not otherwise reflected in fair value or total compensation$—$—$—$—$—
Total Adjustments$3,739,407$1,420,861$3,811,930$13,270,386$6,777,880
CAP (SCT minus deductions plus total adjustments)$5,700,082$3,005,247$5,673,690$15,375,286$8,746,557
        
Non-PEO NEO Average Total Compensation Amount $ 3,180,035 2,317,286 2,375,318 2,510,807 2,170,212
Non-PEO NEO Average Compensation Actually Paid Amount $ 2,424,385 1,458,270 2,142,762 3,961,318 2,830,993
Adjustment to Non-PEO NEO Compensation Footnote For fiscal 2025, our non-PEO NEOs were Helen L. Shan, Goran Skoko, Christopher McLoughlin, and Katherine M. Stepp. For fiscal 2024, our non-PEO NEOs were Helen Shan, Goran Skoko, Katherine M. Stepp, Catrina Harding, and Linda S. Huber. For fiscal 2022 and 2023, our non-PEO NEOs were Linda S. Huber, Helen Shan, Goran Skoko and Robert J. Robie. For fiscal 2021, our non-PEO NEOs were Helen Shan, Goran Skoko, Gene Fernandez and Rachel Stern. SEC rules require certain adjustments to be made to the amounts reported in the SCT in order to calculate CAP as shown in the table above. The following table details the applicable adjustments to the SCT Total for our non-PEO NEOs that were made to calculate non-PEO NEO CAP. CAP does not reflect the actual amount of compensation that was or may be earned by or paid to our non-PEO NEOs during the applicable fiscal year.
Non-PEO NEO SCT Total to CAP Reconciliation
FY2025
FY2024FY2023FY2022FY2021
Summary Compensation Table Total$3,180,035 $2,317,286 $2,375,318 $2,510,807 $2,170,212 
Deduction for SCT "Stock Awards" column value$(1,343,310)$(615,204)$(647,053)$(742,524)$(581,411)
Deduction for SCT "Option Awards" column value$(592,225)$(615,078)$(646,943)$(556,314)$(581,270)
Deduction for SCT "Change in Pension Value and Nonqualified Deferred Compensation Earnings" column value$— $— $— $— $— 
Total Deductions from SCT$(1,935,535)$(1,230,282)$(1,293,996)$(1,298,838)$(1,162,681)
Increase for Service Cost and Prior Service Cost for Pension Plans$— $— $— $— $— 
Increase for year end fair value of unvested equity granted during year$1,375,113 $706,333 $1,172,650 $1,550,995 $1,624,592 
Increase/(Deduction) for change in fair value of unvested equity granted in prior years$(281,529)$(297,616)$20,670 $1,011,199 $420,703 
Increase for vesting date fair value of equity granted and vested during year$— $— $— $— $— 
Increase/(Deduction) for change in fair value of vested equity granted in prior years$86,301 $(37,451)$(131,880)$187,155 $(221,833)
Deduction for fair value of equity that failed to meet vesting conditions during the year$— $— $— $— $— 
Increase based on value of dividends not otherwise reflected in fair value or total compensation$— $— $— $— $— 
Total Adjustments$1,179,885 $371,266 $1,061,440 $2,749,349 $1,823,462 
CAP (SCT minus deductions plus total adjustments)$2,424,385 $1,458,270 $2,142,762 $3,961,318 $2,830,993 
        
Compensation Actually Paid vs. Total Shareholder Return
The following graph shows PEO and average non-PEO NEO CAP, as defined above, and FactSet's TSR during the five most recently completed fiscal years, as well as the TSR of the Dow Jones U.S. Financial Services Index, one of the industry index peer groups used in our Stock Performance Graph in our 2025 Annual Report on Form 10-K.
5148
        
Compensation Actually Paid vs. Net Income
The following graph shows PEO and average non-PEO NEO CAP, as defined above, and our net income during the five most recently completed fiscal years.
5304
        
Compensation Actually Paid vs. Company Selected Measure
The following graph shows PEO and average non-PEO NEO CAP, as defined above, and FactSet's CSM, during the five most recently completed fiscal years.
5497
        
Total Shareholder Return Vs Peer Group
The following graph shows PEO and average non-PEO NEO CAP, as defined above, and FactSet's TSR during the five most recently completed fiscal years, as well as the TSR of the Dow Jones U.S. Financial Services Index, one of the industry index peer groups used in our Stock Performance Graph in our 2025 Annual Report on Form 10-K.
5148
        
Tabular List, Table
Performance Measure
Revenue
Adjusted Operating Margin
Adjusted Cumulative Operating Earnings
Adjusted Cumulative Revenues
        
Total Shareholder Return Amount $ 111.53 125.11 127.92 125.90 109.56
Peer Group Total Shareholder Return Amount 231.96 182.66 134.28 127.23 151.97
Net Income (Loss) $ 597,040,000 $ 537,126,000 $ 468,173,000 $ 396,917,000 $ 399,590,000
Company Selected Measure Amount 2,321,748,000 2,203,056,000,000 2,085,508,000,000 1,843,892,000,000 1,591,445,000,000
PEO Name Mr. Snow Mr. Snow Mr. Snow Mr. Snow Mr. Snow
Measure:: 1          
Pay vs Performance Disclosure          
Name Revenue        
Non-GAAP Measure Description In accordance with SEC rules, we are required to include in the PVP table the "most important" financial performance measure used to link compensation of our NEOs to Company performance during fiscal 2025. We have selected revenue as this required Company Selected Measure ("CSM"). We selected revenue because adjusted cumulative revenues is a metric for our fiscal year 2025 PSU awards and is derived from revenue, and ASV growth is a metric for our fiscal year 2025 annual incentive plan and ASV at any given point in time represents the the forward-looking revenues for the next twelve months from all subscription services currently supplied to clients.        
Measure:: 2          
Pay vs Performance Disclosure          
Name Adjusted Operating Margin        
Measure:: 3          
Pay vs Performance Disclosure          
Name Adjusted Cumulative Operating Earnings        
Measure:: 4          
Pay vs Performance Disclosure          
Name Adjusted Cumulative Revenues        
PEO          
Pay vs Performance Disclosure          
Adjustment To Compensation Amount, Deductions $ (7,500,255) $ (6,000,086) $ (5,000,255) $ (4,500,098) $ (3,500,068)
Adjustment To Compensation Amount, Total Adjustments 3,739,407 1,420,861 3,811,930 13,270,386 6,777,880
PEO | Aggregate Change in Present Value of Accumulated Benefit for All Pension Plans Reported in Summary Compensation Table          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 0 0 0 0 0
PEO | Aggregate Pension Adjustments Service Cost          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 0 0 0 0 0
PEO | Year-end Fair Value of Equity Awards Granted in Covered Year that are Outstanding and Unvested          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 4,884,670 3,444,963 4,531,366 5,509,555 5,184,817
PEO | Year-over-Year Change in Fair Value of Equity Awards Granted in Prior Years That are Outstanding and Unvested          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount (1,729,950) (1,537,645) 185,152 6,162,251 2,784,260
PEO | Vesting Date Fair Value of Equity Awards Granted and Vested in Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 0 0 0 0 0
PEO | Change in Fair Value as of Vesting Date of Prior Year Equity Awards Vested in Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 584,687 (486,457) (904,588) 1,598,580 (1,191,197)
PEO | Prior Year End Fair Value of Equity Awards Granted in Any Prior Year that Fail to Meet Applicable Vesting Conditions During Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 0 0 0 0 0
PEO | Dividends or Other Earnings Paid on Equity Awards not Otherwise Reflected in Total Compensation for Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 0 0 0 0 0
PEO | Aggregate Grant Date Fair Value of Stock Award Amounts Reported in Summary Compensation Table [Member]          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount (3,750,162) (3,000,011) (2,500,166) (2,250,063) (1,750,063)
PEO | Aggregate Grant Date Fair Value of Option Award Amounts Reported in Summary Compensation Table [Member]          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount (3,750,093) (3,000,075) (2,500,089) (2,250,035) (1,750,005)
Non-PEO NEO          
Pay vs Performance Disclosure          
Adjustment To Compensation Amount, Deductions (1,935,535) (1,230,282) (1,293,996) (1,298,838) (1,162,681)
Adjustment To Compensation Amount, Total Adjustments 1,179,885 371,266 1,061,440 2,749,349 1,823,462
Non-PEO NEO | Aggregate Change in Present Value of Accumulated Benefit for All Pension Plans Reported in Summary Compensation Table          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 0 0 0 0 0
Non-PEO NEO | Aggregate Pension Adjustments Service Cost          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 0 0 0 0 0
Non-PEO NEO | Year-end Fair Value of Equity Awards Granted in Covered Year that are Outstanding and Unvested          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 1,375,113 706,333 1,172,650 1,550,995 1,624,592
Non-PEO NEO | Year-over-Year Change in Fair Value of Equity Awards Granted in Prior Years That are Outstanding and Unvested          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount (281,529) (297,616) 20,670 1,011,199 420,703
Non-PEO NEO | Vesting Date Fair Value of Equity Awards Granted and Vested in Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 0 0 0 0 0
Non-PEO NEO | Change in Fair Value as of Vesting Date of Prior Year Equity Awards Vested in Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 86,301 (37,451) (131,880) 187,155 (221,833)
Non-PEO NEO | Prior Year End Fair Value of Equity Awards Granted in Any Prior Year that Fail to Meet Applicable Vesting Conditions During Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 0 0 0 0 0
Non-PEO NEO | Dividends or Other Earnings Paid on Equity Awards not Otherwise Reflected in Total Compensation for Covered Year          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount 0 0 0 0 0
Non-PEO NEO | Aggregate Grant Date Fair Value of Stock Award Amounts Reported in Summary Compensation Table [Member]          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount (1,343,310) (615,204) (647,053) (742,524) (581,411)
Non-PEO NEO | Aggregate Grant Date Fair Value of Option Award Amounts Reported in Summary Compensation Table [Member]          
Pay vs Performance Disclosure          
Adjustment to Compensation, Amount $ (592,225) $ (615,078) $ (646,943) $ (556,314) $ (581,270)