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FactSet Research Systems Inc. (FDS)

312.68 +3.14 (+1.01%)
At close: October 28 at 4:00:02 PM EDT
313.47 +0.79 (+0.25%)
Overnight: 1:19:36 AM EDT
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What's happening with FDS?

42m ago
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FactSet is expanding its private-markets data offering through a Nasdaq Private Market partnership. Recent coverage also highlights strong fiscal 2026 subscription growth, but valuation models disagree sharply about the stock’s fair value and execution risks remain.

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  • Previous Close 309.54
  • Open 307.03
  • Bid --
  • Ask --
  • Day's Range 306.79 - 312.78
  • 52 Week Range 185.00 - 339.83
  • Volume 604,702
  • Avg. Volume 806,050
  • Market Cap (intraday) 11.028B
  • Beta (5Y Monthly) 0.77
  • PE Ratio (TTM) 21.46
  • EPS (TTM) 14.57
  • Earnings Date (est.) Dec 17, 2026
  • Forward Dividend & Yield 4.64 (1.50%)
  • 1y Target Est 280.00
  • Morningstar Rating Rating available with Stock Picks access

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.

www.factset.com

12,444

Full Time Employees

August 31

Fiscal Year Ends

Recent News

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Performance Overview

Trailing total returns as of 10/28/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

FDS
9.24%
S&P 500 (^GSPC)
13.13%

1-Year Return

FDS
10.36%
S&P 500 (^GSPC)
12.38%

3-Year Return

FDS
22.84%
S&P 500 (^GSPC)
88.08%

5-Year Return

FDS
24.79%
S&P 500 (^GSPC)
68.48%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q4 FY26
Revenue 634.7M
Earnings 121.13M
Profit Margin 19.08%

Q1

FY26

Q2

FY26

Q3

FY26

Q4

FY26

0
200M
400M
600M
20.0%
22.0%
24.0%

Analyst Insights

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Analyst Price Targets

212.00 Low
280.00 Average
312.68 Current
340.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 10/13/2026
Analyst BMO Capital
Rating Action Maintains
Rating Market Perform
Price Action Raises
Price Target 300 -> 314

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (current)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    21.54%

  • Return on Assets (ttm)

    10.65%

  • Return on Equity (ttm)

    25.48%

  • Revenue (ttm)

    2.48B

  • Net Income Avi to Common (ttm)

    533.48M

  • Diluted EPS (ttm)

    14.57

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    265.33M

  • Total Debt/Equity (mrq)

    77.05%

  • Levered Free Cash Flow (ttm)

    653.73M

Company Insights

Research Reports

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