Third Highest Number of S&P 500 Cos. Citing “Supply Chain” on Q1 Earnings Calls in Over 10 Years
Of the S&P 500 companies that conducted earnings conference calls from March 15 through May 19, 338 cited the term “supply chain”...
S&P 500: Largest Negative Price Reaction to Positive EPS Surprises Since 2011
S&P 500 companies that have reported a positive EPS surprise for the first quarter have seen a negative price reaction on average.
ESG Academic Network Roundtable Part II: Focus on Stakeholders
At FactSet's fourth annual ESG Academic Network Roundtable, leading academics from world-class universities presented their ESG...
Collateral Gains Persist in ESG Market Tumult
The return performance of ESG portfolio strategies should not detract from the gains they make in terms of their carbon impact...
ESG Academic Network Roundtable Part I: Analyzing Market Reactions to ESG News
At FactSet's fourth annual ESG Academic Network Roundtable, leading academics from world-class universities presented their ESG...
S&P 500 Forward P/E Ratio Falls Below 10-Year Average for the First Time Since Q2 2020
The forward 12-month P/E ratio of 16.6 on May 12 was below the five-year average of 18.6 and below the 10-year average of 16.9.
85% of S&P 500 Companies Are Citing “Inflation” on Q1 Earnings Calls
Of the 445 S&P 500 companies that conducted earnings conference calls from March 15 through May 12, 377 cited the term...
Is SOFR Superseding LIBOR as the Chosen One in the Bond Market?
While SOFR debt issues are increasing, the new issues show a different landscape from the LIBOR ones, which may imply the future...
Quantifying Portfolio Managers’ Skills for a More Vibrant Active Equities Industry
FactSet's Michael Ervolini recently spoke with WatersTechnology about how asset owners can gain an enhanced understanding of...
S&P 500 Forward P/E Ratio Dips Below 18.0 for the First Time Since Q2 2020
From January 3 through May 5, the price of the S&P 500 decreased by 13.5%, while the forward 12-month EPS estimate increased by...
S&P 500 Earnings Season Update: May 6, 2022
While the percentage of S&P 500 companies beating EPS estimates is above the five-year average, the magnitude of these positive...
‘Tis the Season for Shareholder Meetings
Springtime brings about a cadence in corporate events: conferences in March, Q1 earnings season, and then shareholder meetings.
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