FactSet Research Systems (FDS) Stock Price, News & Analysis

Company Overview

FactSet Research Systems Inc. operates as a global provider of integrated financial data and analytics to the investment community. Founded in 1978 and headquartered in Norwalk, Connecticut, the company offers a unified platform that aggregates content from thousands of sources, delivering real-time and historical market data, company fundamentals, estimates, fixed-income information and proprietary analytics to portfolio managers, research analysts, investment bankers and risk officers.

The company’s core products include the FactSet Workstation, an application offering customizable screening, charting, portfolio analysis and news; APIs and data feeds for seamless integration into proprietary systems; and cloud-based solutions for thematic research and quantitative strategies. FactSet also provides industry-specific modules covering equity research, private equity, wealth management, corporate development and trading workflow, supported by a suite of tools for risk measurement, performance attribution, scenario analysis and modelling.

In addition to software and data delivery, FactSet offers professional services that encompass implementation, training and customized analytics development. Its consultants partner with clients on data governance initiatives, portfolio construction and reporting processes, while its Research Management Solutions digitize and organize research workflows for buy-side and sell-side firms. The company further extends its offerings through ESG data sets, event-driven research and supply-chain insights to help clients navigate evolving investment mandates and regulatory requirements.

With operations spanning North America, Europe, Asia Pacific and the Middle East, FactSet serves more than 5,000 organizations in over 60 countries. Over four decades, the company has grown through a combination of product innovation, strategic acquisitions and continuous expansion of its global support network. FactSet is governed by an experienced leadership team and overseen by a board of directors with deep expertise in financial technology and capital markets.

Key Stats

• Today's Range: $279.54 to $284.00
• 50-Day Range: $274.92 to $387.14
• 52-Week Range: $272.50 to $499.87
• Volume: 109,079 shs
• Average Volume: 409,834 shs
• Market Capitalization: $10.69 billion
• P/E Ratio: 18.20
• Dividend Yield: 1.56%
• Price Target: $356.78
• Consensus Rating: Reduce

FactSet Research Systems Stock Analysis - MarketRank™

FactSet Research Systems scored higher than 100% of companies evaluated by MarketBeat, and ranked 1st out of 323 stocks in the business services sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 3.9 / 5
• Analyst Rating: Reduce

Consensus Rating

FactSet Research Systems has received a consensus rating of Reduce. The company's average rating score is 1.71, and is based on 1 buy rating, 8 hold ratings, and 5 sell ratings.

Upside Potential

FactSet Research Systems has a consensus price target of $356.78, representing about 25.5% upside from its current price of $284.25.

Amount of Analyst Coverage

FactSet Research Systems has been the subject of 12 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: 8.54%

Earnings Growth

Earnings for FactSet Research Systems are expected to grow by 8.54% in the coming year, from $17.21 to $18.68 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of FactSet Research Systems is 18.28, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 233.07.

Price to Earnings Ratio vs. Sector

The P/E ratio of FactSet Research Systems is 18.28, which means that it is trading at a less expensive P/E ratio than the Business Services sector average P/E ratio of about 26.57.

Price to Earnings Growth Ratio

FactSet Research Systems has a PEG Ratio of 2.11. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

FactSet Research Systems has a P/B Ratio of 4.92. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 5.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

4.64% of the float of FactSet Research Systems has been sold short.

Short Interest Ratio / Days to Cover

FactSet Research Systems has a short interest ratio ("days to cover") of 3.5, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in FactSet Research Systems has recently decreased by 16.67%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 4.2 / 5
• Dividend Strength: Strong

Dividend Yield

FactSet Research Systems pays a meaningful dividend of 1.54%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

FactSet Research Systems has been increasing its dividend for 27 years.

Dividend Coverage

The dividend payout ratio of FactSet Research Systems is 28.30%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, FactSet Research Systems will have a dividend payout ratio of 23.55% next year. This indicates that FactSet Research Systems will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: 3.9 / 5
• Environmental Score: -0.18

Percentage of Shares Shorted

4.64% of the float of FactSet Research Systems has been sold short.

Short Interest Ratio / Days to Cover

FactSet Research Systems has a short interest ratio ("days to cover") of 3.5, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in FactSet Research Systems has recently decreased by 16.67%, indicating that investor sentiment is improving significantly.

News and Social Media

• Score: 2.9 / 5
• News Sentiment: 0.31

News Sentiment

FactSet Research Systems has a news sentiment score of 0.31. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.68 average news sentiment score of Business Services companies.

News Coverage This Week

MarketBeat has tracked 25 news articles for FactSet Research Systems this week, compared to 17 articles on an average week.

Search Interest

63 people have searched for FDS on MarketBeat in the last 30 days. This is an increase of 294% compared to the previous 30 days.

MarketBeat Follows

5 people have added FactSet Research Systems to their MarketBeat watchlist in the last 30 days. This is an increase of 400% compared to the previous 30 days.

Company Ownership

• Score: 3.3 / 5
• Insider Trading: Acquiring Shares

Insider Buying vs. Insider Selling

In the past three months, FactSet Research Systems insiders have bought 71,292.23% more of their company's stock than they have sold. Specifically, they have bought $202,040.00 in company stock and sold $283.00 in company stock.

Percentage Held by Insiders

Only 1.10% of the stock of FactSet Research Systems is held by insiders.

Percentage Held by Institutions

91.24% of the stock of FactSet Research Systems is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

FDS Stock Analysis - Frequently Asked Questions

How have FDS shares performed this year?

FactSet Research Systems' stock was trading at $480.28 at the beginning of the year. Since then, FDS stock has decreased by 40.8% and is now trading at $284.2470.

How were FactSet Research Systems' earnings last quarter?

FactSet Research Systems Inc. (NYSE:FDS) released its quarterly earnings data on Thursday, September, 18th. The business services provider reported $4.05 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.13 by $0.08. The company's revenue was up 6.2% on a year-over-year basis.
Read the conference call transcript.

Does FactSet Research Systems have any subsidiaries?

FactSet Research Systems subsidiaries include these companies: CUSIP Global Services, Cobalt Software, BTU Analytics, TruValue Labs, FDSG, BI-SAM Technologies, Interactive Data Managed Solutions, and others.

Who are FactSet Research Systems' major shareholders?

FactSet Research Systems' top institutional shareholders include Assenagon Asset Management S.A. (0.28%), Bath Savings Trust Co (0.07%), Canoe Financial LP (0.07%) and Yousif Capital Management LLC (0.05%). Insiders that own company stock include Christopher R Ellis, Frederick Philip Snow, Helen L Shan, Robin Ann Abrams, Goran Skoko, James J Mcgonigle, Christopher Mcloughlin, Robert J Robie, Kristina W Karnovsky, Catrina Harding, Katherine M Stepp, Laurie Siegel, John Costigan, Barak Eilam, Jonathan Reeve and Gregory T Moskoff.
View institutional ownership trends.

How do I buy shares of FactSet Research Systems?

Shares of FDS stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of FactSet Research Systems own?

Based on aggregate information from My MarketBeat watchlists, some other companies that FactSet Research Systems investors own include NVIDIA (NVDA), Broadcom (AVGO), Meta Platforms (META), Arista Networks (ANET), Adobe (ADBE), ServiceNow (NOW) and GE Aerospace (GE).

Company Calendar

• Record date for 9/18 Dividend: 8/29/2025
• Ex-Dividend for 9/18 Dividend: 8/29/2025
• Last Earnings: 9/18/2025
• Dividend Payable: 9/18/2025
• Today: 10/16/2025
• Next Earnings (Estimated): 12/18/2025
• Fiscal Year End: 8/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Business Services
• Industry: BUSINESS INFO SVC
• Sub-Industry: Application Software
• Current Symbol: NYSE:FDS
• CIK: 1013237
• Web: www.factset.com
• Phone: (203) 810-1000
• Fax: 203-810-1001
• Employees: 12,398
• Year Founded: 1978

Price Target and Rating

• Average Price Target for FactSet Research Systems: $356.78
• High Price Target: $503.00
• Low Price Target: $293.00
• Potential Upside/Downside: +26.9%
• Consensus Rating: Reduce
• Rating Score (0-4): 1.71
• Research Coverage: 14 Analysts

Profitability

• EPS (Trailing Twelve Months): $15.55
• Trailing P/E Ratio: 18.10
• Forward P/E Ratio: 16.33
• P/E Growth: 2.11
• Net Income: $597.04 million
• Net Margins: 25.72%
• Pretax Margin: 31.05%
• Return on Equity: 31.06%
• Return on Assets: 15.39%

Debt

• Debt-to-Equity Ratio: 0.63
• Current Ratio: 1.40
• Quick Ratio: 1.47

Sales & Book Value

• Annual Sales: $2.32 billion
• Price / Sales: 4.58
• Cash Flow: $21.86 per share
• Price / Cash Flow: 12.86
• Book Value: $57.83 per share
• Price / Book: 4.86

Miscellaneous

• Outstanding Shares: 37,810,000
• Free Float: 37,391,000
• Market Cap: $10.63 billion
• Optionable: Optionable
• Beta: 0.79