FDS
FactSet Research Systems Inc.
213.16
2 x 212.91
1 x 213.33
bid
ask
+
13.30
6.66%
03:42 PM
timesize
Ytd -26.54%
1y -54.59%
203.56
day range
214.31
185.00
52 week range
474.79
Open 203.41 Prev Close 199.86 Low 203.56 High 214.31 Mkt Cap 7.77B
Vol 837.71K Avg Vol 989.03K EPS 15.55 P/E 13.71 Forward P/E 10.39
Beta 0.69 Short Ratio 4.31 Inst. Own 108.72% Dividend 4.64 Div Yield 2.15
Ex Div Date 05-29 Earning 06-25 50-d Avg 218.30 200-d Avg 274.60 1yr Est 252.44
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
2026-04-01 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
2026-02-17 Wells Fargo 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
2025-12-30 BAMCO Inc. 2.89M 577.36M 7.93%
2026-03-30 Blackrock Inc. 2.83M 564.77M 7.76%
2026-03-30 Vanguard Capital Management LLC 2.41M 481.39M 6.61%
2025-12-30 State Street Corporation 1.90M 379.91M 5.22%
2026-03-30 Vanguard Portfolio Management LLC 1.81M 361.09M 4.96%
2025-12-30 LOOMIS SAYLES & CO L P 1.50M 298.82M 4.10%
Fund Ownership
Report Date Organization Position Value Percentage
2025-12-30 BARON SELECT FUNDS-Baron Partners Fund 1.30M 259.82M 3.57%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund 1.17M 234.55M 3.22%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard 500 Index Fund 944.62K 188.79M 2.59%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund 849.13K 169.71M 2.33%
2026-04-29 Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF 820.90K 164.06M 2.25%
2025-12-30 BARON INVESTMENT Fd.S TRT -BARON GROWTH Fd. 723.00K 144.50M 1.98%
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