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

Company Overview

FactSet Research Systems Inc., a financial data company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

Key Stats

• Today's Range: $412.68 to $418.06
• 50-Day Range: $414.27 to $465.34
• 52-Week Range: $391.69 to $499.87
• Volume: 88,858 shs
• Average Volume: 317,878 shs
• Market Capitalization: $15.64 billion
• P/E Ratio: 29.89
• Dividend Yield: 1.06%
• Price Target: $444.25
• Consensus Rating: Reduce

FactSet Research Systems Stock Analysis - MarketRank™

FactSet Research Systems scored higher than 87% of companies evaluated by MarketBeat, and ranked 40th out of 312 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: 1.8 / 5
• Analyst Rating: Reduce

Consensus Rating

FactSet Research Systems has received a consensus rating of Reduce. The company's average rating score is 1.67, and is based on no buy ratings, 6 hold ratings, and 3 sell ratings.

Amount of Analyst Coverage

FactSet Research Systems has been the subject of 7 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 1.3 / 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 29.95, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 27.63.

Price to Earnings Ratio vs. Sector

The P/E ratio of FactSet Research Systems is 29.95, which means that it is trading at a more expensive P/E ratio than the Business Services sector average P/E ratio of about 28.88.

Price to Earnings Growth Ratio

FactSet Research Systems has a PEG Ratio of 2.71. 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 7.27. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

3.53% 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 4.

Change versus previous month

Short interest in FactSet Research Systems has recently decreased by 2.21%, indicating that investor sentiment is improving.

Dividend

• Score: 4.2 / 5
• Dividend Strength: Strong

Dividend Yield

FactSet Research Systems pays a meaningful dividend of 1.06%, 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 31.79%. 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

3.53% 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 4.

Change versus previous month

Short interest in FactSet Research Systems has recently decreased by 2.21%, indicating that investor sentiment is improving.

News and Social Media

• Score: 2.4 / 5
• News Sentiment: 1.28

News Sentiment

FactSet Research Systems has a news sentiment score of 1.28. 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 higher news sentiment than the 0.99 average news sentiment score of Business Services companies.

News Coverage This Week

MarketBeat has tracked 12 news articles for FactSet Research Systems this week, compared to 13 articles on an average week.

Search Interest

Only 4 people have searched for FDS on MarketBeat in the last 30 days. This is a decrease of -56% 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: 2.5 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, FactSet Research Systems insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $5,825,481.00 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 on January 1st, 2025. Since then, FDS shares have decreased by 13.7% and is now trading at $414.3480.

How were FactSet Research Systems' earnings last quarter?

FactSet Research Systems Inc. (NYSE:FDS) issued its earnings results on Monday, June, 23rd. The business services provider reported $4.27 earnings per share for the quarter, missing the consensus estimate of $4.30 by $0.03. The firm's revenue was up 5.9% 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 more.

Who are FactSet Research Systems' major shareholders?

Top institutional investors of FactSet Research Systems include Ninety One UK Ltd (3.15%), PineStone Asset Management Inc. (1.01%), Nordea Investment Management AB (0.92%) and Boston Trust Walden Corp (0.79%). Insiders that own company stock include Christopher R Ellis, Frederick Philip Snow, Robin Ann Abrams, Goran Skoko, James J Mcgonigle, Robert J Robie, Kristina W Karnovsky, Catrina Harding, Katherine M Stepp, Laurie Siegel, John Costigan, 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 6/18 Dividend: 5/30/2025
• Ex-Dividend for 6/18 Dividend: 5/30/2025
• Dividend Payable: 6/18/2025
• Last Earnings: 6/23/2025
• Today: 7/30/2025
• Fiscal Year End: 8/31/2025
• Next Earnings (Estimated): 9/18/2025

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: $444.25
• High Price Target: $503.00
• Low Price Target: $380.00
• Potential Upside/Downside: +7.0%
• Consensus Rating: Reduce
• Rating Score (0-4): 1.67
• Research Coverage: 9 Analysts

Profitability

• EPS (Trailing Twelve Months): $13.84
• Trailing P/E Ratio: 30.00
• Forward P/E Ratio: 24.12
• P/E Growth: 2.71
• Net Income: $537.13 million
• Net Margins: 23.30%
• Pretax Margin: 28.38%
• Return on Equity: 31.59%
• Return on Assets: 15.37%

Debt

• Debt-to-Equity Ratio: 0.66
• Current Ratio: 1.47
• Quick Ratio: 1.47

Sales & Book Value

• Annual Sales: $2.20 billion
• Price / Sales: 7.13
• Cash Flow: $20.84 per share
• Price / Cash Flow: 19.92
• Book Value: $57.01 per share
• Price / Book: 7.28

Miscellaneous

• Outstanding Shares: 37,810,000
• Free Float: 37,391,000
• Market Cap: $15.70 billion
• Optionable: Optionable
• Beta: 0.84