Investment Research Resources (FINC 325, 440, 713): Stock Holdings & Historical Data

Mergent Online is our “go-to” database for in-depth information on publicly traded companies. This resource is useful for financial statement analysis projects: it includes all financial statements, SEC filings, ratios, industry benchmarks, etc., as well as investment analyst reports via the Investext module.

This resource offers real-time access to comprehensive data and independent analysis on thousands of publicly traded companies. Company profiles include: stock performance, quarterly and annual financials, ratios, company valuation (current, forward, and historical), shareholder demographics, SEC filings, and detailed coverage of bonds issued by the company. Researchers will also find information covering mutual funds, exchange-traded funds, and closed-end funds.

Factiva is a great source for finding up-to-the-minute news articles from publications around the world including the Wall Street Journal, the New York Times, and the Financial Times. It also contains many smaller market news sources, trade magazines, and journals. Use the Companies and Markets option to access company profiles and industry data. Limited to 6 simultaneous users.

This database provides you access to the complete content of The New York Times newspaper (1851 - 2008) including all articles, editorials, advertisements and photographs.