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FactSet Adds J.P. Morgan, Barclays to Aftermarket Research Offering

1. J.P. Morgan and Barclays reports added to FactSet's AMR offering. 2. Enhanced AMR improves insights and decision-making for clients. 3. Clients access diverse company-specific research and market sentiment. 4. FactSet continues expanding its broker network for comprehensive analysis. 5. The enhanced product is available on multiple platforms, including mobile.

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Why Bullish?

The addition of J.P. Morgan and Barclays enhances the value of FDS's offerings, which historically have shown to positively influence stock performance due to increased utility and client satisfaction.

How important is it?

The strategic addition of well-respected brokerage reports strengthens FactSet's market position and offering, increasing overall demand for their services.

Why Long Term?

The long-term expansion of research services can create sustained client engagement and retention, similar to past expansions that have contributed to a positive growth trajectory.

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NORWALK, Conn., Sept. 15, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced that J.P. Morgan and Barclays analyst reports are now available as part of FactSet’s aftermarket research (AMR) offering. J.P. Morgan and Barclays research complements FactSet’s existing AMR offering—which provides reports from more than 1,800 top brokers globally, including UBS, Macquarie, Canaccord Genuity, Scotiabank, RBC, Deutsche Bank, HSBC, Wells Fargo, Stephens, Needham, and more. “The strategic addition of J.P. Morgan and Barclays marks a major advancement for our aftermarket research coverage and reflects FactSet’s continued commitment to providing the tools and insights our clients need to analyze opportunity and make informed decisions,” said Kendra Brown, Senior Vice President and Senior Director of Banking and Sell-Side Research at FactSet. “The continued expansion of our aftermarket research offering with well-known and niche brokers provides sell-side professionals with a one-stop resource that consolidates diverse content, allows users to review and understand market sentiments through multiple lenses, and helps power company research and due diligence.” FactSet’s enhanced AMR product is available to entitled users on the FactSet Workstation and via mobile; in addition, specific datasets are available via API data feed. The AMR product grants FactSet clients access to a diverse range of perspectives from top brokers globally, offering robust insight into company sentiments, analyst outlook shifts, and industry-specific intelligence. Sell-side, corporate, and private capital professionals can access an extensive collection of company-specific aftermarket research and data to perform due diligence and advise on market-moving developments. Clients can search for content by company, theme, or keyword across brokers to gain a holistic understanding of company performance, valuations, sentiment, and forecasts. Learn more about FactSet’s Aftermarket Research solution here. About FactSetFactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, a presence in 20 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 8,800 global clients and over 220,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn. FactSetInvestor Relations:Kevin Toomey+1.212.209.5259Kevin.Toomey@factset.com Media Relations:Kelsey Goldsmith+1.207.712.9726Kelsey.Goldsmith@factset.com

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