FactSet Research Systems Inc (FDS)

Currency in USD
419.54
-1.92(-0.46%)
Closed·
After Hours
424.41+4.87(+1.16%)
·
FDS Scorecard
Full Analysis
Has raised its dividend for 26 consecutive years
FDS is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
415.93424.62
52 wk Range
391.69499.87
Key Statistics
Prev. Close
421.46
Open
420.49
Day's Range
415.93-424.62
52 wk Range
391.69-499.87
Volume
348.13K
Average Volume (3m)
340.99K
1-Year Change
1.93%
Book Value / Share
56.79
Fair Value
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Fair Value Upside
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FDS Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
443.54
Upside
+5.72%
Members' Sentiments
Bearish
Bullish
ProTips
8 analysts have revised their earnings upwards for the upcoming period
Show more

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Neutral
Technical Indicators
Buy
Moving Averages
Sell

FactSet Research Systems Inc Company Profile

FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community worldwide. The company provides workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. It offers subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research investment ideas, as well as analyze, monitor, and manage their portfolios. The company provides its services through its configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. The company was founded in 1978 and is headquartered in Norwalk, Connecticut.

FactSet Research Systems Inc SWOT Analysis


Data Dynamo's Dilemma
FactSet faces growth challenges as ASV decelerates, prompting strategic shifts in wealth management and AI integration to maintain market leadership
Financial Fortitude
Despite headwinds, FactSet maintains strong profitability with a 54.15% gross margin and a 26-year streak of dividend increases
Market Valuation Puzzle
Analysts set price targets ranging from $390 to $503, reflecting diverse views on FactSet's growth potential amid a P/E ratio of 29.52x
Strategic Expansion
Explore FactSet's push into wealth management and $5B+ Data-as-a-Service market, leveraging acquisitions and AI to capture larger market share
Read full SWOT analysis

FactSet Research Systems Inc Earnings Call Summary for Q3/2025

  • FactSet's Q3 revenue of $586M beat forecasts, driving a 3.59% pre-market stock rise despite EPS missing at $4.27
  • Revenue grew 5.9% YoY, with strong performance in Americas (5%) and Asia Pacific (6%), but adjusted operating margin declined 270bps
  • Company reaffirmed FY2025 guidance, expecting strong Q4 ASV growth and 30-50bps contribution from GenAI initiatives
  • CEO emphasized focus on top-line growth; CFO highlighted strategic tech investments for product innovation and market leadership
  • Stable macro environment and pricing landscape noted; strong pipeline across regions and products signals positive future performance
Last Updated: 23/06/2025, 15:18
Read Full Transcript

Compare FDS to Peers and Sector

Metrics to compare
FDS
Peers
Sector
Relationship
P/E Ratio
29.8x25.7x9.7x
PEG Ratio
6.602.120.03
Price/Book
7.4x4.2x1.0x
Price / LTM Sales
6.9x6.7x2.9x
Upside (Analyst Target)
5.3%3.6%10.3%
Fair Value Upside
Unlock−1.8%1.8%Unlock

Analyst Ratings

2 Buy
13 Hold
6 Sell
Ratings:
21 analysts
Overall Consensus
Neutral

Analysts 12-Month Price Target:

Average 443.54
(+5.72% Upside)

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 14.03%
Dividend Yield
1.05%
Industry Median 1.36%
Annualised payout
4.40
Paid quarterly
5-Years Growth
+7.57%
Growth Streak

Earnings

Latest Release
Jun 23, 2025
EPS / Forecast
4.27 / 4.30
Revenue / Forecast
585.50M / 580.54M
EPS Revisions
Last 90 days

FDS Income Statement

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FAQ

What Stock Exchange Does FactSet Research Trade On?

FactSet Research is listed and trades on the New York Stock Exchange stock exchange.

What Is the Stock Symbol for FactSet Research?

The stock symbol for FactSet Research is "FDS."

What Is the FactSet Research Market Cap?

As of today, FactSet Research market cap is 15.86B.

What Is FactSet Research's Earnings Per Share (TTM)?

The FactSet Research EPS (TTM) is 14.03.

When Is the Next FactSet Research Earnings Date?

FactSet Research will release its next earnings report on 24 Sept 2025.

From a Technical Analysis Perspective, Is FDS a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Sell.

How Many Times Has FactSet Research Stock Split?

FactSet Research has split 3 times.

How Many Employees Does FactSet Research Have?

FactSet Research has 12579 employees.

What is the current trading status of FactSet Research (FDS)?

As of 26 Jul 2025, FactSet Research (FDS) is trading at a price of 419.54, with a previous close of 421.46. The stock has fluctuated within a day range of 415.93 to 424.62, while its 52-week range spans from 391.69 to 499.87.

What Is FactSet Research (FDS) Price Target According to Analysts?

The average 12-month price target for FactSet Research is USD443.53647, with a high estimate of USD503 and a low estimate of USD390. 2 analysts recommend buying the stock, while 6 suggest selling, leading to an overall rating of Neutral. The stock has an +5.72% Upside potential.
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