FactSet Research Systems Inc (FDS)

Currency in USD
276.93
+1.92(+0.70%)
Closed·
277.48+0.55(+0.20%)
·
FDS Scorecard
Full Analysis
Has raised its dividend for 26 consecutive years
FDS is included in our AI-picked strategies. See how they work
Fair Value
Day's Range
274.13280.05
52 wk Range
272.50499.87
Key Statistics
Prev. Close
276.93
Open
276.55
Day's Range
274.13-280.05
52 wk Range
272.5-499.87
Volume
604.37K
Average Volume (3m)
544.78K
1-Year Change
-38.42%
Book Value / Share
57.83
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
339.25
Upside
+22.50%
Members' Sentiments
Bearish
Bullish
ProTips
RSI suggests the stock is in oversold territory
Show more

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Sell
Technical Indicators
Strong Sell
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


AI Disruption Challenge
Explore FactSet's strategic shift towards AI integration, aiming to enhance its platform and counter potential threats to its core workflow solutions business
Financial Crossroads
Delve into FactSet's mixed financial performance, with strong profitability but decelerating Annual Subscription Value growth, as it targets $2.31-$2.33 billion revenue for FY2025
Market Positioning
Uncover FactSet's efforts to diversify its client base beyond institutional buy-side, expanding into wealth management and independent adviser channels
Acquisition Potential
Analysts suggest FactSet's valuation and financial structure make it an attractive acquisition target, with private equity firms potentially achieving a 13% IRR at a 20% premium
Read full SWOT analysis

FactSet Research Systems Inc Earnings Call Summary for Q4/2025

  • FactSet Q4 2025 EPS of $4.05 missed forecast, stock dropped 6.62% despite revenue beating expectations at $597 million
  • Company launched 6 new AI-powered offerings, positioning itself as a leading AI-powered financial intelligence platform
  • FY 2026 guidance: Revenue $2.42-2.45 billion, organic ASV growth $100-150 million, adjusted operating margin 34-35.5%
  • CEO emphasized strategic focus on AI-powered solutions, while CFO noted methodical capability building to address client needs
  • Analysts focused on AI strategy's impact on future growth during Q&A CEO expressed cautious optimism about AI driving expansion
Last Updated: 18/09/2025, 17:24
Read Full Transcript

Compare FDS to Peers and Sector

Metrics to compare
FDS
Peers
Sector
Relationship
P/E Ratio
17.5x21.3x9.8x
PEG Ratio
1.491.450.03
Price/Book
4.8x3.5x1.0x
Price / LTM Sales
4.5x5.6x2.9x
Upside (Analyst Target)
16.3%14.3%13.8%
Fair Value Upside
Unlock8.5%0.8%Unlock

Analyst Ratings

3 Buy
11 Hold
6 Sell
Ratings:
20 analysts
Overall Consensus
Neutral

Analysts 12-Month Price Target:

Average 339.25
(+22.50% Upside)

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 15.55%
Dividend Yield
1.59%
Industry Median 1.40%
Annualised payout
4.40
Paid quarterly
5-Years Growth
+7.51%
Growth Streak

Earnings

Latest Release
Sep 18, 2025
EPS / Forecast
4.05 / 4.13
Revenue / Forecast
596.90M / 592.79M
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 10.47B.

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

The FactSet Research EPS (TTM) is 15.55.

When Is the Next FactSet Research Earnings Date?

FactSet Research will release its next earnings report on 17 Dec 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 12800 employees.

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

As of 08 Oct 2025, FactSet Research (FDS) is trading at a price of 276.93, with a previous close of 276.93. The stock has fluctuated within a day range of 274.13 to 280.05, while its 52-week range spans from 272.50 to 499.87.

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

The average 12-month price target for FactSet Research is USD339.25, with a high estimate of USD430 and a low estimate of USD282. 3 analysts recommend buying the stock, while 6 suggest selling, leading to an overall rating of Neutral. The stock has an +22.50% Upside potential.
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