Artificial intelligence and proprietary data are significantly transforming the Business – Information Services industry, with major players like FactSet (FDS), Verisk (VRSK), and TransUnion (TRU) positioned to leverage these advancements. As of the second quarter of fiscal 2026, FactSet reported a 6.7% year-over-year increase in annual subscription value, exceeding 95% in annual retention rates. However, the industry faces rising competition, which could pressure pricing and necessitate distinct differentiation among providers.
The industry is benefitting from increasing demand for identity verification, credit assessment, and risk analytics in light of rising digital transactions and regulatory complexities. Notably, one in six U.S. consumers experienced financial loss due to digital fraud in the first half of 2026, according to TransUnion. Despite high subscription revenue growth—over 80% of Verisk’s total revenues in 2025—macroeconomic conditions remain a concerning variable that could lead to uneven growth, with industry demand closely tied to factors like financial-market spending and consumer credit behavior.
Currently, the Business – Information Services industry holds a Zacks Industry Rank of #80, indicating it is in the top 32% of 247 Zacks industries. Over the past year, this industry has declined by 13%, underperforming the S&P 500, which increased by 15.2% during the same timeframe.
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