FactSet

Get Wall Street consensus estimates. Returns mean, median, high, low, and count for metrics like EPS, revenue. Requires FactSet IDs - use match_entity first.

Get actual reported values for financial metrics. Compare actuals vs estimates for earnings analysis. Requires FactSet IDs - use match_entity first.

Get earnings surprise history showing beat/miss vs consensus. Returns actual EPS, estimate, surprise amount, and percentage. Requires FactSet IDs.

Get buy/hold/sell ratings distribution and price targets. Returns rating counts, consensus score, and target prices. Requires FactSet IDs - use match_entity first.

Get company-issued guidance. Returns management’s outlook with low, high, and midpoint values for revenue, EPS, etc. Requires FactSet IDs - use match_entity first.

Get upcoming/past company events (earnings calls, conferences, investor days). Filter by company, date range, event type. Returns event times, dial-in info.

Get earnings call transcripts. Returns full text with speaker attribution, Q&A sections. Filter by company, date range. Corrected transcripts available within 24hrs.

Get fundamental financial metrics.

Get company profile including business description, industry, headquarters, website, employees, and CEO. Requires FactSet IDs - use match_entity first.

Get income statement (IS), balance sheet (BS), or cash flow (CF) statement data. Returns last 4 years of data. Requires FactSet IDs - use match_entity first.

List available fundamental metrics by category.

Get business or geographic segment breakdown. Returns revenue, operating income, and assets by segment. Requires FactSet IDs - use match_entity first.

Search M&A deals by company, date range, deal status, or deal type. Returns deal value, buyer/target names, announcement dates. Covers 500K+ global deals since 1992.

Get detailed M&A deal info by deal ID. Returns full terms, advisors, financing details, timeline. Use get_deals first to find deal IDs.

Get institutional holders of a security. Returns fund names, shares held, % ownership, filing dates. Filter by holder type (institutions, insiders, funds).

Get securities held by a fund. Returns positions, market values, % of portfolio. Filter by asset type (equity, fixed income). Limited to top_n holdings (default: 50).

Get executive/person profiles by FactSet People ID. Returns name, title, biography, contact info. Use get_company_people first to find person IDs for a company.

Get executives, board members, and key personnel for a company. Returns names, titles, and FactSet People IDs. Use company ticker or FactSet entity ID.

Get OHLC prices for securities. Requires FactSet IDs - use match_entity first to find them. Returns open, high, low, close, volume by date. Supports date ranges and frequency options.

Get total returns for securities including dividend reinvestment. Requires FactSet IDs - use match_entity first. Use for performance analysis and benchmarking.

Get dividend history for securities. Returns ex-date, pay-date, record-date, and amount. Requires FactSet IDs - use match_entity first. Use for income analysis.

Get stock split history for securities. Returns split ratio, effective date, and description. Requires FactSet IDs - use match_entity first.

Get market capitalization and shares outstanding for securities. Requires FactSet IDs - use match_entity first. Use for valuation and size analysis.

Validate FactSet API credentials by making a test request. Returns success status and message.