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FactSet Research Systems Inc. FDS

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Price alert · FDS

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329.57 USD +9.53 +2.98%

At close · Oct 30

329.57 0.00 0.00%

After hours · Oct 30, 5:05 PM ET

Bid
329.19 × 100
Ask
329.92 × 200
322.00 Day range 332.67
190.06 52-week range 335.45
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

Chart tools
Interval

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)
NameDateAgo
SMA: BullishOct 5, 20263 weeks ago
SMA: BearishSep 21, 20261 month ago
SMA: BullishSep 14, 20261 month ago
SMA: BearishSep 7, 20261 month ago
SMA: BullishJun 29, 20264 months ago
SMA: BullishJun 22, 20264 months ago
SMA: BearishJun 15, 20264 months ago
SMA: BearishJun 8, 20264 months ago
SMA: BullishJun 1, 20265 months ago
SMA: BullishMay 18, 20265 months ago
SMA: BearishMay 11, 20265 months ago
SMA: BullishMar 30, 20267 months ago
MACD: Buy SignalMar 30, 20267 months ago
RSI: OversoldMar 23, 20267 months ago
RSI: OversoldMar 9, 20267 months ago
MACD: Sell SignalFeb 2, 20269 months ago
RSI: OversoldJan 26, 20269 months ago
SMA: BearishJan 19, 20269 months ago
SMA: BullishDec 1, 202511 months ago
MACD: Buy SignalDec 1, 202511 months ago
RSI: OversoldSep 15, 20251 year ago
MACD: Sell SignalJul 21, 20251 year ago
SMA: BearishJul 14, 20251 year ago
SMA: BullishJun 30, 20251 year ago
MACD: Buy SignalJun 30, 20251 year ago
MACD: Sell SignalJun 9, 20251 year ago
SMA: BearishJun 2, 20251 year ago
SMA: BearishMay 26, 20251 year ago
SMA: BullishMay 12, 20251 year ago
MACD: Buy SignalMay 12, 20251 year ago
SMA: BullishMay 5, 20251 year ago
SMA: BearishMar 3, 20251 year ago
SMA: BullishFeb 17, 20251 year ago
SMA: BearishFeb 10, 20251 year ago
MACD: Sell SignalJan 6, 20251 year ago
SMA: BearishDec 30, 20241 year ago
SMA: BullishSep 9, 20242 years ago
SMA: BullishAug 26, 20242 years ago
MACD: Buy SignalAug 26, 20242 years ago
SMA: BearishJul 22, 20242 years ago
SMA: BullishJul 1, 20242 years ago
SMA: BearishMay 20, 20242 years ago
SMA: BullishMay 13, 20242 years ago
SMA: BearishMar 18, 20242 years ago
SMA: BearishMar 18, 20242 years ago
SMA: BullishMar 11, 20242 years ago
SMA: BearishFeb 12, 20242 years ago
MACD: Sell SignalFeb 12, 20242 years ago
SMA: BullishJan 8, 20242 years ago
SMA: BearishJan 1, 20242 years ago
SMA: BullishDec 11, 20232 years ago
SMA: BearishDec 4, 20232 years ago
SMA: BullishOct 30, 20233 years ago
SMA: BearishOct 16, 20233 years ago
SMA: BullishJul 10, 20233 years ago
SMA: BullishJul 10, 20233 years ago
MACD: Buy SignalJul 10, 20233 years ago
SMA: BearishJun 19, 20233 years ago
SMA: BearishJun 19, 20233 years ago
MACD: Sell SignalJun 19, 20233 years ago
SMA: BullishJun 12, 20233 years ago
SMA: BullishJun 12, 20233 years ago
MACD: Buy SignalJun 12, 20233 years ago
SMA: BearishMay 1, 20233 years ago
SMA: BearishApr 24, 20233 years ago
SMA: BullishApr 17, 20233 years ago
SMA: BullishApr 10, 20233 years ago
SMA: BearishMar 6, 20233 years ago
SMA: BearishFeb 20, 20233 years ago
MACD: Sell SignalFeb 20, 20233 years ago
MACD: Buy SignalFeb 13, 20233 years ago
SMA: BullishJan 30, 20233 years ago
SMA: BullishJan 16, 20233 years ago
SMA: BearishDec 19, 20223 years ago
MACD: Sell SignalDec 19, 20223 years ago
SMA: BearishDec 12, 20223 years ago
MACD: Buy SignalNov 14, 20223 years ago
SMA: BullishNov 7, 20223 years ago
SMA: BearishOct 31, 20224 years ago
SMA: BullishOct 24, 20224 years ago
SMA: BullishOct 24, 20224 years ago
SMA: BearishOct 10, 20224 years ago
MACD: Sell SignalOct 10, 20224 years ago
SMA: BullishOct 3, 20224 years ago
SMA: BearishSep 19, 20224 years ago
SMA: BearishSep 19, 20224 years ago
SMA: BullishJul 18, 20224 years ago
MACD: Buy SignalJun 27, 20224 years ago
SMA: BullishJun 20, 20224 years ago
SMA: BearishApr 25, 20224 years ago
SMA: BullishMar 28, 20224 years ago
SMA: BearishMar 21, 20224 years ago
SMA: BullishMar 14, 20224 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

Hold
Price target (mean) 280.63 -14.9% downside
Target (low)
212.00
Target (mean)
280.63
Target (high)
340.00
Ratings (0m) 18 3 buy · 9 hold · 6 sell
  • Strong buy0
  • Buy3
  • Hold9
  • Sell4
  • Strong sell2

Next earnings

Dec 17, 2026

Expected Dec 17, 2026. Consensus EPS estimate 5.00.

Earnings history

Financials — quick view

All financials
FDS Revenue — quarterly 634.70M
2023-Q1 20222023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20232024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20242025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20252026-Q2 20262026-Q3 20262026-Q4 2026
FDS Net income — quarterly 121.13M
2023-Q1 20222023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20232024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20242025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20252026-Q2 20262026-Q3 20262026-Q4 2026
FDS EPS — quarterly 3.43
2023-Q1 20222023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20232024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20242025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20252026-Q2 20262026-Q3 20262026-Q4 2026

Earnings

FDS recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Dec 17, 2026Nov 30, 20265.04———
Sep 30, 2026Aug 31, 20264.354.52+0.17+3.91%
Jul 1, 2026May 31, 20264.454.53+0.08+1.80%
Mar 31, 2026Feb 28, 20264.384.46+0.08+1.83%
Dec 18, 2025Nov 30, 20254.364.51+0.15+3.44%
Sep 18, 2025Aug 31, 20254.134.05-0.08-1.94%

Upgrades / downgrades

FDS analyst upgrades and downgrades
DateFirmActionFromTo
Oct 13, 2026BMO CapitalmainMarket PerformMarket Perform
Oct 1, 2026Wells FargomainUnderweightUnderweight
Oct 1, 2026StifelmainHoldHold
Sep 11, 2026Deutsche BankmainHoldHold
Sep 10, 2026Morgan StanleymainEqual-WeightEqual-Weight
Sep 8, 2026William BlairupMarket PerformOutperform

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

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Insider holders

FDS insider holders
InsiderRelationLatest transactionDateShares held
ABRAMS ROBIN ANNDirectorStock GiftOct 14, 202615,115
COSTIGAN JOHNOfficerStock Award(Grant)Nov 2, 20254,478
ELLIS CHRISTOPHER ROfficerConversion of Exercise of derivative securityOct 30, 202524,655
KARNOVSKY KRISTINA WOfficerConversion of Exercise of derivative securityOct 30, 20252,535
MCGONIGLE JAMES J. IIIDirectorSaleJul 13, 20254,461
MCLOUGHLIN CHRISTOPHEROfficerPurchaseSep 22, 20253,445

Institution ownership

FDS institution ownership
Holder% heldSharesValueReported
BAMCO Inc.11.92%4,200,8561.38BJun 29, 2026
Blackrock Inc.8.11%2,858,389940.61MJun 29, 2026
Vanguard Capital Management LLC6.75%2,379,691783.08MJun 29, 2026
State Street Corporation5.32%1,873,867616.63MJun 29, 2026
Vanguard Portfolio Management LLC5.05%1,781,324586.18MJun 29, 2026
AQR Capital Management, LLC4.75%1,675,700551.42MJun 29, 2026

Fund ownership

FDS fund ownership
Holder% heldSharesValueReported
BARON SELECT FUNDS-Baron Partners Fund6.10%2,149,040707.18MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.28%1,156,737380.65MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard 500 Index Fund2.67%942,969310.30MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.37%835,442274.92MJun 29, 2026
Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF1.99%700,741230.59MSep 29, 2026
BARON SELECT FUNDS-Baron Focused Growth Fund1.96%689,600226.93MJun 29, 2026
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