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

Company Overview

FactSet Research Systems Inc. provides financial data, analytics, and investment management technology to professionals across the global financial services industry. Its platform integrates market, company, portfolio, economic, and alternative data with analytical tools designed to support investment research, decision-making, reporting, and risk management.

The company serves asset managers, investment banks, wealth managers, hedge funds, private equity firms, corporations, and other financial institutions. Its products and services include financial information and research, portfolio analysis, performance measurement, screening, modeling, workflow tools, trading and risk solutions, and data feeds and APIs that can be integrated into clients’ systems.

FactSet was founded in 1978 by Howard Wille and Charles Snyder and has expanded its operations internationally, serving clients in North America, Europe, and the Asia-Pacific region. The company is headquartered in Norwalk, Connecticut, and is led by Chief Executive Officer Philip Hadley.

Key Stats

• Today's Range: $273.13 to $281.56
• 50-Day Range: $259.12 to $313.89
• 52-Week Range: $185.00 to $320.48
• Volume: 173,851 shs
• Average Volume: 937,211 shs
• Market Capitalization: $10.10 billion
• P/E Ratio: 19.49
• Dividend Yield: 1.63%
• Price Target: $270.79
• Consensus Rating: Reduce

FactSet Research Systems Stock Analysis - MarketRank™

FactSet Research Systems scored higher than 78% of companies evaluated by MarketBeat, and ranked 333rd out of 833 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 1.9 / 5
• Analyst Rating: Reduce

Consensus Rating

FactSet Research Systems has received a consensus rating of Reduce. The company's average rating score is 1.89, and is based on 1 strong buy rating, 2 buy ratings, 10 hold ratings, and 6 sell ratings.

Upside/Downside

The consensus price target for FactSet Research Systems is close to its current price, suggesting limited near-term upside or downside.

Amount of Analyst Coverage

FactSet Research Systems has been the subject of 10 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: 10.59%

Earnings Growth

Earnings for FactSet Research Systems are expected to grow by 10.59% in the coming year, from $19.65 to $21.73 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of FactSet Research Systems is 19.33, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 38.78.

Price to Earnings Ratio vs. Sector

The P/E ratio of FactSet Research Systems is 19.33, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 24.57.

Price to Earnings Growth Ratio

FactSet Research Systems has a PEG Ratio of 1.52. 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 5.00. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 4.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

10.94% 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 3.95, 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 14.05%, 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 1.71%, 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 31.87%. 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 21.35% next year. This indicates that FactSet Research Systems will be able to sustain or increase its dividend.

News and Social Media

• Score: 2.8 / 5
• News Sentiment: 0.50

News Sentiment

FactSet Research Systems has a news sentiment score of 0.50. 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 news sentiment score is similar to the average news sentiment of Finance companies.

News Coverage This Week

MarketBeat has tracked 17 news articles for FactSet Research Systems this week, compared to 7 articles on an average week.

Search Interest

6 people have searched for FDS on MarketBeat in the last 30 days. This is an increase of 100% compared to the previous 30 days.

MarketBeat Follows

Only 1 people have added FactSet Research Systems to their MarketBeat watchlist in the last 30 days. This is a decrease of -67% compared to the previous 30 days.

Company Ownership

• Score: 0.8 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, FactSet Research Systems insiders have not sold or bought any company stock.

Percentage Held by Insiders

1.20% 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.

Company Calendar

• Record date for 9/17 Dividend: 8/31/2026
• Ex-Dividend for 9/17 Dividend: 8/31/2026
• Dividend Payable: 9/17/2026
• Last Earnings: 9/30/2026
• Today: 10/08/2026
• Investor Day 2026: 11/10/2026
• Next Earnings (Estimated): 12/17/2026
• Fiscal Year End: 8/31/2027

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: Capital Markets
• Sub-Industry: Financial Exchanges & Data
• Current Symbol: NYSE:FDS
• CIK: 1013237
• Web: www.factset.com
• Phone: (203) 810-1000
• Fax: 203-810-1001
• Employees: 12,800
• Year Founded: 1978

Price Target and Rating

• Average Price Target for FactSet Research Systems: $270.79
• High Price Target: $340.00
• Low Price Target: $210.00
• Potential Upside/Downside: -3.8%
• Consensus Rating: Reduce
• Rating Score (0-4): 1.89
• Research Coverage: 19 Analysts

Profitability

• EPS (Trailing Twelve Months): $14.56
• Trailing P/E Ratio: 19.33
• Forward P/E Ratio: 14.33
• P/E Growth: 1.52
• Net Income: $533.48 million
• Net Margins: 21.54%
• Pretax Margin: 26.24%
• Return on Equity: 31.66%
• Return on Assets: 15.73%

Debt

• Debt-to-Equity Ratio: 0.43
• Current Ratio: 0.60
• Quick Ratio: 0.68

Sales & Book Value

• Annual Sales: $2.48 billion
• Price / Sales: 4.04
• Cash Flow: $25.39 per share
• Price / Cash Flow: 11.09
• Book Value: $56.29 per share
• Price / Book: 5.00

Miscellaneous

• Outstanding Shares: 35,570,000
• Free Float: 35,139,000
• Market Cap: $10.01 billion
• Optionable: Optionable
• Beta: 0.77