FactSet Research Systems Inc. FDS
Set alert
At close · Oct 30
After hours · Oct 30, 5:05 PM ET
- YTD
- +13.57%
- 1 year
- +22.50%
- Open
- 325.04
- Prev close
- 320.04
- Mkt cap
- 11.62B
- Vol
- 1.23M
- Avg vol
- 787.67K
- EPS
- 14.57
- P/E
- 22.62
- Div yield
- 1.45%
More statistics
- Low
- 322.00
- High
- 332.67
- Forward P/E
- 15.14
- Beta
- 0.77
- Short ratio
- 4.92
- Inst. own
- 115.94%
- Dividend
- 4.64
- Ex-div date
- Aug 30, 2026
- Earnings
- Dec 17, 2026
- 50-d avg
- 291.90
- 200-d avg
- 250.14
- 1y target
- 280.63
5Y chart
Events in this range
- Nov 29, 2021Dividend: 0.82
- Feb 25, 2022Dividend: 0.82
- May 27, 2022Dividend: 0.89
- Aug 30, 2022Dividend: 0.89
- Nov 29, 2022Dividend: 0.89
- Dec 15, 2022Dividend: 0.89
- Feb 27, 2023Dividend: 0.89
- May 30, 2023Dividend: 0.98
- Aug 30, 2023Dividend: 0.98
- Nov 29, 2023Dividend: 0.98
- Feb 28, 2024Dividend: 0.98
- May 31, 2024Dividend: 1.04
- Aug 29, 2024Dividend: 1.04
- Aug 30, 2024Dividend: 1.04
- Nov 29, 2024Dividend: 1.04
- Feb 28, 2025Dividend: 1.04
- May 30, 2025Dividend: 1.1
- Aug 29, 2025Dividend: 1.1
- Sep 18, 2025Earnings: 4.05; estimate 4.13; surprise -1.94%
- Nov 28, 2025Dividend: 1.1
- Dec 18, 2025Earnings: 4.51; estimate 4.36; surprise 3.44%
- Feb 27, 2026Dividend: 1.1
- Mar 31, 2026Earnings: 4.46; estimate 4.38; surprise 1.83%
- May 29, 2026Dividend: 1.16
- Jul 1, 2026Earnings: 4.53; estimate 4.45; surprise 1.8%
- Aug 31, 2026Dividend: 1.16
- Sep 8, 2026Rating: William Blair · Market Perform → Outperform
- Sep 10, 2026Rating: Morgan Stanley · Equal-Weight → Equal-Weight
- Sep 11, 2026Rating: Deutsche Bank · Hold → Hold
- Sep 30, 2026Earnings: 4.52; estimate 4.35; surprise 3.91%
- Oct 1, 2026Rating: Stifel · Hold → Hold
- Oct 1, 2026Rating: Wells Fargo · Underweight → Underweight
- Oct 13, 2026Rating: BMO Capital · Market Perform → Market Perform
Signals (93)
| Name | Date | Ago |
|---|---|---|
| SMA: Bullish | Oct 5, 2026 | 3 weeks ago |
| SMA: Bearish | Sep 21, 2026 | 1 month ago |
| SMA: Bullish | Sep 14, 2026 | 1 month ago |
| SMA: Bearish | Sep 7, 2026 | 1 month ago |
| SMA: Bullish | Jun 29, 2026 | 4 months ago |
| SMA: Bullish | Jun 22, 2026 | 4 months ago |
| SMA: Bearish | Jun 15, 2026 | 4 months ago |
| SMA: Bearish | Jun 8, 2026 | 4 months ago |
| SMA: Bullish | Jun 1, 2026 | 5 months ago |
| SMA: Bullish | May 18, 2026 | 5 months ago |
| SMA: Bearish | May 11, 2026 | 5 months ago |
| SMA: Bullish | Mar 30, 2026 | 7 months ago |
| MACD: Buy Signal | Mar 30, 2026 | 7 months ago |
| RSI: Oversold | Mar 23, 2026 | 7 months ago |
| RSI: Oversold | Mar 9, 2026 | 7 months ago |
| MACD: Sell Signal | Feb 2, 2026 | 9 months ago |
| RSI: Oversold | Jan 26, 2026 | 9 months ago |
| SMA: Bearish | Jan 19, 2026 | 9 months ago |
| SMA: Bullish | Dec 1, 2025 | 11 months ago |
| MACD: Buy Signal | Dec 1, 2025 | 11 months ago |
| RSI: Oversold | Sep 15, 2025 | 1 year ago |
| MACD: Sell Signal | Jul 21, 2025 | 1 year ago |
| SMA: Bearish | Jul 14, 2025 | 1 year ago |
| SMA: Bullish | Jun 30, 2025 | 1 year ago |
| MACD: Buy Signal | Jun 30, 2025 | 1 year ago |
| MACD: Sell Signal | Jun 9, 2025 | 1 year ago |
| SMA: Bearish | Jun 2, 2025 | 1 year ago |
| SMA: Bearish | May 26, 2025 | 1 year ago |
| SMA: Bullish | May 12, 2025 | 1 year ago |
| MACD: Buy Signal | May 12, 2025 | 1 year ago |
| SMA: Bullish | May 5, 2025 | 1 year ago |
| SMA: Bearish | Mar 3, 2025 | 1 year ago |
| SMA: Bullish | Feb 17, 2025 | 1 year ago |
| SMA: Bearish | Feb 10, 2025 | 1 year ago |
| MACD: Sell Signal | Jan 6, 2025 | 1 year ago |
| SMA: Bearish | Dec 30, 2024 | 1 year ago |
| SMA: Bullish | Sep 9, 2024 | 2 years ago |
| SMA: Bullish | Aug 26, 2024 | 2 years ago |
| MACD: Buy Signal | Aug 26, 2024 | 2 years ago |
| SMA: Bearish | Jul 22, 2024 | 2 years ago |
| SMA: Bullish | Jul 1, 2024 | 2 years ago |
| SMA: Bearish | May 20, 2024 | 2 years ago |
| SMA: Bullish | May 13, 2024 | 2 years ago |
| SMA: Bearish | Mar 18, 2024 | 2 years ago |
| SMA: Bearish | Mar 18, 2024 | 2 years ago |
| SMA: Bullish | Mar 11, 2024 | 2 years ago |
| SMA: Bearish | Feb 12, 2024 | 2 years ago |
| MACD: Sell Signal | Feb 12, 2024 | 2 years ago |
| SMA: Bullish | Jan 8, 2024 | 2 years ago |
| SMA: Bearish | Jan 1, 2024 | 2 years ago |
| SMA: Bullish | Dec 11, 2023 | 2 years ago |
| SMA: Bearish | Dec 4, 2023 | 2 years ago |
| SMA: Bullish | Oct 30, 2023 | 3 years ago |
| SMA: Bearish | Oct 16, 2023 | 3 years ago |
| SMA: Bullish | Jul 10, 2023 | 3 years ago |
| SMA: Bullish | Jul 10, 2023 | 3 years ago |
| MACD: Buy Signal | Jul 10, 2023 | 3 years ago |
| SMA: Bearish | Jun 19, 2023 | 3 years ago |
| SMA: Bearish | Jun 19, 2023 | 3 years ago |
| MACD: Sell Signal | Jun 19, 2023 | 3 years ago |
| SMA: Bullish | Jun 12, 2023 | 3 years ago |
| SMA: Bullish | Jun 12, 2023 | 3 years ago |
| MACD: Buy Signal | Jun 12, 2023 | 3 years ago |
| SMA: Bearish | May 1, 2023 | 3 years ago |
| SMA: Bearish | Apr 24, 2023 | 3 years ago |
| SMA: Bullish | Apr 17, 2023 | 3 years ago |
| SMA: Bullish | Apr 10, 2023 | 3 years ago |
| SMA: Bearish | Mar 6, 2023 | 3 years ago |
| SMA: Bearish | Feb 20, 2023 | 3 years ago |
| MACD: Sell Signal | Feb 20, 2023 | 3 years ago |
| MACD: Buy Signal | Feb 13, 2023 | 3 years ago |
| SMA: Bullish | Jan 30, 2023 | 3 years ago |
| SMA: Bullish | Jan 16, 2023 | 3 years ago |
| SMA: Bearish | Dec 19, 2022 | 3 years ago |
| MACD: Sell Signal | Dec 19, 2022 | 3 years ago |
| SMA: Bearish | Dec 12, 2022 | 3 years ago |
| MACD: Buy Signal | Nov 14, 2022 | 3 years ago |
| SMA: Bullish | Nov 7, 2022 | 3 years ago |
| SMA: Bearish | Oct 31, 2022 | 4 years ago |
| SMA: Bullish | Oct 24, 2022 | 4 years ago |
| SMA: Bullish | Oct 24, 2022 | 4 years ago |
| SMA: Bearish | Oct 10, 2022 | 4 years ago |
| MACD: Sell Signal | Oct 10, 2022 | 4 years ago |
| SMA: Bullish | Oct 3, 2022 | 4 years ago |
| SMA: Bearish | Sep 19, 2022 | 4 years ago |
| SMA: Bearish | Sep 19, 2022 | 4 years ago |
| SMA: Bullish | Jul 18, 2022 | 4 years ago |
| MACD: Buy Signal | Jun 27, 2022 | 4 years ago |
| SMA: Bullish | Jun 20, 2022 | 4 years ago |
| SMA: Bearish | Apr 25, 2022 | 4 years ago |
| SMA: Bullish | Mar 28, 2022 | 4 years ago |
| SMA: Bearish | Mar 21, 2022 | 4 years ago |
| SMA: Bullish | Mar 14, 2022 | 4 years ago |
Key statistics
- Market cap
- 11.61B
- Enterprise value
- 12.56B
- Trailing P/E
- 22.59
- Forward P/E
- 15.14
- PEG ratio
- 1.09
- Price / sales
- 4.69
- Price / book
- 5.80
- EPS (TTM)
- 14.57
- Beta
- 0.77
- Dividend yield
- 1.45%
- Payout ratio
- 31.02%
- Profit margin
- 21.54%
- Revenue (TTM)
- 2.48B
- Revenue growth
- 6.30%
- Free cash flow
- 653.73M
- Total cash
- 265.33M
- Total debt
- 1.54B
- Return on equity
- 25.47%
- Shares outstanding
- 35.27M
- Short % of float
- 12.39%
- 50-day average
- 291.90
- 200-day average
- 250.14
Analyst view
Consensus: hold
- Target (low)
- 212.00
- Target (mean)
- 280.63
- Target (high)
- 340.00
- Strong buy0
- Buy3
- Hold9
- Sell4
- Strong sell2
Next earnings
Dec 17, 2026
Expected Dec 17, 2026. Consensus EPS estimate 5.00.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Dec 17, 2026 | Nov 30, 2026 | 5.04 | — | — | — |
| Sep 30, 2026 | Aug 31, 2026 | 4.35 | 4.52 | +0.17 | +3.91% |
| Jul 1, 2026 | May 31, 2026 | 4.45 | 4.53 | +0.08 | +1.80% |
| Mar 31, 2026 | Feb 28, 2026 | 4.38 | 4.46 | +0.08 | +1.83% |
| Dec 18, 2025 | Nov 30, 2025 | 4.36 | 4.51 | +0.15 | +3.44% |
| Sep 18, 2025 | Aug 31, 2025 | 4.13 | 4.05 | -0.08 | -1.94% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 13, 2026 | BMO Capital | main | Market Perform | Market Perform |
| Oct 1, 2026 | Wells Fargo | main | Underweight | Underweight |
| Oct 1, 2026 | Stifel | main | Hold | Hold |
| Sep 11, 2026 | Deutsche Bank | main | Hold | Hold |
| Sep 10, 2026 | Morgan Stanley | main | Equal-Weight | Equal-Weight |
| Sep 8, 2026 | William Blair | up | Market Perform | Outperform |
About FactSet Research Systems Inc.
FactSet Research Systems Inc., together with its subsidiaries, operates as a global data and artificial intelligence solutions provider for the financial markets in the Americas, Europe, the Middle East, Africa, and Asia Pacific. 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, and AI-enabled workflows. The company also provides financial data and market intelligence on securities, companies, industries, and people that enable clients to research advisory, dealmaking and 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 banking solutions that supports company and market research; wealth solutions which supports home office, advisory, and client engagement workflows; and data and technology offerings, including desktop and mobile platform, data solutions, cloud-based digital solutions, application programming interfaces, and model context protocol servers. The company serves professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, private equity and venture capital professionals. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
- Sector
- Financial Services
- Industry
- Financial Data & Stock Exchanges
- Country
- United States
- Website
- factset.com
News
- S&P 500 Index Rally Hits a Wall Amid AI Jitters as Key Valuation Metric Dips
- FactSet (FDS) Up 15.3% Since Last Earnings Report: Can It Continue?
- Best Dividend Aristocrats For November 2026
- FactSet: Another 22% Run-Up, But It's Still Undervalued
- S&P 500 and Nasdaq 100 Slip as Strong Earnings Collide With AI Bubble Fears and $117 Oil
- XLE, VDE, IXC ETFs Hit Record Highs as Inflows Jump as Brent Crude Targets $120
- FactSet and Nasdaq Private Market Partner to Bring Greater Transparency to Private Markets Data
- Dow Jones, Nasdaq 100, S&P 500 Outlook: Top Catalysts to Move US Stocks This Week
- S&P 500 Index Outlook: Strong Earnings Meet AI Rout, $110 Oil Prices
- FactSet Research Systems Inc. (NYSE:FDS) Stock Has Consensus Target Price of $271.79 According to Analysts
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| ABRAMS ROBIN ANN | Director | Stock Gift | Oct 14, 2026 | 15,115 |
| COSTIGAN JOHN | Officer | Stock Award(Grant) | Nov 2, 2025 | 4,478 |
| ELLIS CHRISTOPHER R | Officer | Conversion of Exercise of derivative security | Oct 30, 2025 | 24,655 |
| KARNOVSKY KRISTINA W | Officer | Conversion of Exercise of derivative security | Oct 30, 2025 | 2,535 |
| MCGONIGLE JAMES J. III | Director | Sale | Jul 13, 2025 | 4,461 |
| MCLOUGHLIN CHRISTOPHER | Officer | Purchase | Sep 22, 2025 | 3,445 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| BAMCO Inc. | 11.92% | 4,200,856 | 1.38B | Jun 29, 2026 |
| Blackrock Inc. | 8.11% | 2,858,389 | 940.61M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 6.75% | 2,379,691 | 783.08M | Jun 29, 2026 |
| State Street Corporation | 5.32% | 1,873,867 | 616.63M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 5.05% | 1,781,324 | 586.18M | Jun 29, 2026 |
| AQR Capital Management, LLC | 4.75% | 1,675,700 | 551.42M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| BARON SELECT FUNDS-Baron Partners Fund | 6.10% | 2,149,040 | 707.18M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.28% | 1,156,737 | 380.65M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 2.67% | 942,969 | 310.30M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.37% | 835,442 | 274.92M | Jun 29, 2026 |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | 1.99% | 700,741 | 230.59M | Sep 29, 2026 |
| BARON SELECT FUNDS-Baron Focused Growth Fund | 1.96% | 689,600 | 226.93M | Jun 29, 2026 |