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FDS
FactSet Research Systems Inc.
299.91
100 x 273.93
100 x 304.97
bid
ask
-
0.15
0.05%
100 @ 07:56 PM
299.91 +0.00 (0.00%)
Ytd3.35%
1y-20.44%
296.56
day range
302.21
190.06
52 week range
382.65
Open298.57Prev Close300.06Low296.56High302.21Mkt Cap10.67B
Vol387.35KAvg Vol931.08KEPS15.18P/E19.76Forward P/E15.22
Beta0.69Short Ratio3.91Inst. Own115.27%Dividend4.64Div Yield1.55
Ex Div Date08-31Earning09-1750-d Avg257.03200-d Avg247.861yr Est255.06
Earning
DateForEstimateReportedSurprisesurprise %
2026-09-172026-084.34N/AN/AN/A
2026-07-012026-054.454.530.081.80%
2026-03-312026-024.384.460.081.83%
2025-12-182025-114.364.510.153.44%
2025-09-182025-084.134.05-0.08-1.94%
2025-06-232025-054.34.27-0.03-0.70%
Upgrade / Downgrade
DateFirmActionFromTo
2026-07-06BarclaysUpgradeUnderweightUnderweight
2026-07-02JefferiesUpgradeHoldHold
2026-07-02B of A SecuritiesUpgradeUnderperformUnderperform
2026-07-02Deutsche BankUpgradeHoldHold
2026-07-02RBC CapitalUpgradeSector PerformSector Perform
2026-07-02UBSUpgradeBuyBuy
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. It has a strategic partnership with Google Cloud to create a new generation of AI-powered solutions for the financial industry. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
Insider Holder
DateNameRelationQuantityDescription
2026-01-14ABRAMS ROBIN ANNDirector15.49KStock Award(Grant)
2025-11-02COSTIGAN JOHNOfficer4.48KStock Award(Grant)
2025-10-30ELLIS CHRISTOPHER ROfficer24.66KConversion of Exercise of derivative security
2025-10-30KARNOVSKY KRISTINA WOfficer2.54KConversion of Exercise of derivative security
2025-07-13MCGONIGLE JAMES J. IIIDirector4.46KSale
2025-09-22MCLOUGHLIN CHRISTOPHEROfficer3.45KPurchase
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29BAMCO Inc.4.20M1.26B11.81%
2026-06-29Blackrock Inc.2.86M857.09M8.04%
2026-06-29Vanguard Capital Management LLC2.38M713.55M6.69%
2026-06-29State Street Corporation1.87M561.88M5.27%
2026-06-29Vanguard Portfolio Management LLC1.78M534.13M5.01%
2026-06-29AQR Capital Management, LLC1.68M502.46M4.71%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30BARON SELECT FUNDS-Baron Partners Fund1.88M562.22M5.27%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund1.18M352.70M3.31%
2026-03-30VANGUARD INDEX FUNDS-Vanguard 500 Index Fund942.62K282.65M2.65%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund855.43K256.50M2.41%
2026-06-29Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF731.11K219.22M2.06%
2026-07-30ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF680.08K203.92M1.91%
Dividend
DividendDate
1.162026-08-31
1.162026-05-29
1.12026-02-27
1.12025-11-28
1.12025-08-29
1.12025-05-30
Split
SplitDate
1.5 : 12005-02-07
2 : 12000-02-07
1.5 : 11999-02-08