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FDS
FactSet Research Systems Inc.
216.45
100 x 208.43
300 x 216.00
bid
ask
-
1.70
0.78%
200 @ 06:32 PM
216.00 -0.45 (0.21%)
Ytd -25.41%
1y -50.54%
215.95
day range
224.26
185.00
52 week range
453.41
Open 219.40 Prev Close 218.15 Low 215.95 High 224.26 Mkt Cap 7.89B
Vol 799.66K Avg Vol 958.82K EPS 15.53 P/E 13.94 Forward P/E 11.25
Beta 0.71 Short Ratio 6.64 Inst. Own 106.92% Dividend 4.64 Div Yield 2.12
Ex Div Date 05-29 Earning 07-01 50-d Avg 231.19 200-d Avg 255.86 1yr Est 247.50
Earning
Date For Estimate Reported Surprise surprise %
2026-06-22 2026-05 4.44 N/A N/A N/A
2026-03-31 2026-02 4.37 4.46 0.09 2.06%
2025-12-18 2025-11 4.39 4.51 0.12 2.73%
2025-09-18 2025-08 4.15 4.05 -0.1 -2.41%
2025-06-23 2025-05 4.31 4.27 -0.04 -0.93%
2025-03-20 2025-02 4.19 4.28 0.09 2.15%
Upgrade / Downgrade
Date Firm Action From To
2026-05-27 RBC Capital Upgrade Sector Perform Sector Perform
2026-04-01 Goldman Sachs Upgrade Sell Sell
2026-04-01 Wells Fargo Upgrade Underweight Underweight
2026-04-01 UBS Upgrade Buy Buy
2026-03-18 RBC Capital Upgrade Sector Perform Sector Perform
2026-02-23 Barclays Upgrade Underweight Underweight
Profile
FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. It offers data, products, and analytical applications; and workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. The company also provides 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 portfolios; and solutions covering investment lifecycle of investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, and reporting. In addition, it offers services through configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It operates in Europe, the Middle East, Africa, the Americas, the Asia Pacific, and internationally. The company serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
Insider Holder
Date Name Relation Quantity Description
2026-01-14 ABRAMS ROBIN ANN Director 15.49K Stock Award(Grant)
2025-11-02 COSTIGAN JOHN Officer 4.48K Stock Award(Grant)
2025-10-30 ELLIS CHRISTOPHER R Officer 24.66K Conversion of Exercise of derivative security
2025-10-30 KARNOVSKY KRISTINA W Officer 2.54K Conversion of Exercise of derivative security
2025-07-13 MCGONIGLE JAMES J. III Director 4.46K Sale
2025-09-22 MCLOUGHLIN CHRISTOPHER Officer 3.45K Purchase
Institution Ownership
Report Date Organization Position Value Percentage
2026-03-30 BAMCO Inc. 3.76M 814.35M 10.31%
2026-03-30 Blackrock Inc. 2.83M 612.58M 7.76%
2026-03-30 Vanguard Capital Management LLC 2.41M 522.14M 6.61%
2026-03-30 State Street Corporation 1.90M 411.54M 5.21%
2026-03-30 Vanguard Portfolio Management LLC 1.81M 391.65M 4.96%
2026-03-30 LOOMIS SAYLES & CO L P 1.48M 320.41M 4.06%
Fund Ownership
Report Date Organization Position Value Percentage
2026-03-30 BARON SELECT FUNDS-Baron Partners Fund 1.88M 406.46M 5.15%
2026-03-30 VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund 1.18M 254.99M 3.23%
2026-03-30 VANGUARD INDEX FUNDS-Vanguard 500 Index Fund 942.62K 204.34M 2.59%
2026-03-30 VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund 855.43K 185.44M 2.35%
2026-05-30 Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF 818.85K 177.51M 2.25%
2026-03-30 BARON INVESTMENT Fd.S TRT -Baron Growth Fd. 675.00K 146.33M 1.85%
Dividend
Dividend Date
1.16 2026-05-29
1.1 2026-02-27
1.1 2025-11-28
1.1 2025-08-29
1.1 2025-05-30
1.04 2025-02-28
Split
Split Date
1.5 : 1 2005-02-07
2 : 1 2000-02-07
1.5 : 1 1999-02-08