Factset Research Systems Inc. is engaged in providing integrated financial information and big data analytical applications for the global investment community. The Company's segments include the U.S., Europe and Asia Pacific. The U.S. segment services finance professionals, including financial institutions throughout the Americas. The European segment maintains offices in France, Germany, Italy, Ireland, Latvia, Luxembourg, the Netherlands, Spain, South Africa, Sweden and Dubai. The Asia Pacific segment maintains office locations in Australia, Hong Kong, Singapore and Mumbai, India. The Company delivers insight and information to investment professionals through its analytics, service, content, and technology. Its offerings include a complete services solution focused on verifying, cleaning and loading portfolio data across asset classes, and an execution management system. The Company offers third-party content through desktop, wireless and off-platform solutions.
Industry, Sector and Symbol:
- Sector: Business Services
- Industry: Professional Information Services
- Sub-Industry: Application Software
- Symbol: NYSE:FDS
- CUSIP: 30307510
- Web: www.factset.com
- Market Cap: $6.61428 billion
- Outstanding Shares: 39,228,000
- 50 Day Moving Avg: $160.34
- 200 Day Moving Avg: $164.48
- 52 Week Range: $150.95 - $183.64
Sales & Book Value:
- Trailing P/E Ratio: 19.66
- Foreward P/E Ratio: 21.08
- P/E Growth: 2.16
- Annual Revenue: $1.18 billion
- Price / Sales: 5.61
- Book Value: $13.46 per share
- Price / Book: 12.53
- Annual Dividend: $2.24
- Dividend Yield: 1.3%
- EBIDTA: $414.14 million
- Net Margins: 29.02%
- Return on Equity: 55.72%
- Return on Assets: 25.28%
- Debt-to-Equity Ratio: 1.09%
- Current Ratio: 2.05%
- Quick Ratio: 2.05%
- Average Volume: 303,397 shs.
- Beta: 0.97
- Short Ratio: 7.02
Frequently Asked Questions for FactSet Research Systems (NYSE:FDS)
What is FactSet Research Systems' stock symbol?
FactSet Research Systems trades on the New York Stock Exchange (NYSE) under the ticker symbol "FDS."
How often does FactSet Research Systems pay dividends? What is the dividend yield for FactSet Research Systems?
FactSet Research Systems declared a quarterly dividend on Friday, August 11th. Investors of record on Thursday, August 31st will be given a dividend of $0.56 per share on Tuesday, September 19th. This represents a $2.24 annualized dividend and a dividend yield of 1.33%. The ex-dividend date of this dividend is Tuesday, August 29th. View FactSet Research Systems' Dividend History.
How will FactSet Research Systems' stock buyback program work?
FactSet Research Systems announced that its board has initiated a stock repurchase plan on Sunday, April 9th 2017, which permits the company to buyback $300,000,000.00 in shares, according to EventVestor. This buyback authorization permits the company to reacquire up to 4.6% of its shares through open market purchases. Shares buyback plans are usually a sign that the company's board believes its shares are undervalued.
How were FactSet Research Systems' earnings last quarter?
FactSet Research Systems Inc. (NYSE:FDS) announced its quarterly earnings results on Tuesday, June, 27th. The company reported $1.85 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.84 by $0.01. The firm earned $312.12 million during the quarter, compared to analyst estimates of $314.14 million. FactSet Research Systems had a net margin of 29.02% and a return on equity of 55.72%. FactSet Research Systems's quarterly revenue was up 8.6% on a year-over-year basis. During the same period in the prior year, the business posted $1.64 EPS. View FactSet Research Systems' Earnings History.
When will FactSet Research Systems make its next earnings announcement?
What guidance has FactSet Research Systems issued on next quarter's earnings?
FactSet Research Systems issued an update on its fourth quarter earnings guidance on Tuesday, June, 27th. The company provided earnings per share guidance of $1.86-1.92 for the period, compared to the Thomson Reuters consensus earnings per share estimate of $1.90. The company issued revenue guidance of $321-328 million, compared to the consensus revenue estimate of $324.10 million.
Where is FactSet Research Systems' stock going? Where will FactSet Research Systems' stock price be in 2017?
10 equities research analysts have issued 1-year target prices for FactSet Research Systems' shares. Their forecasts range from $126.00 to $195.00. On average, they expect FactSet Research Systems' share price to reach $164.38 in the next year. View Analyst Ratings for FactSet Research Systems.
Who are some of FactSet Research Systems' key competitors?
Some companies that are related to FactSet Research Systems include Equifax (EFX), Broadridge Financial Solutions (BR), TransUnion (TRU), CoreLogic (CLGX), Morningstar (MORN), John Wiley & Sons (JW.A), Elevate Credit (ELVT), Ebiquity plc (EBQ), China Finance Online Co. Limited (JRJC), TheStreet (TST), Everyday Health (EVDY), IHS (IHS) and S&P Global (MHP).
Who are FactSet Research Systems' key executives?
FactSet Research Systems' management team includes the folowing people:
- Philip A. Hadley, Chairman of the Board
- F. Philip Snow, Chief Executive Officer, Director
- Maurizio Nicolelli, Chief Financial Officer, Senior Vice President
- Mark J. Hale, Chief Operating Officer, Executive Vice President
- Edward Baker-Greene, Chief Human Resource Officer, Senior Vice President
- John W. Wiseman, Executive Vice President, Global Head of Sales and Client Solutions
- Rachel R. Stern, Senior Vice President - Strategic Resources, General Counsel
- Rima Hyder, Vice President
- James J. III McGonigle, Lead Independent Director
- Robin Ann Abrams, Independent Director
Who owns FactSet Research Systems stock?
FactSet Research Systems' stock is owned by a variety of of retail and institutional investors. Top institutional investors include Vanguard Group Inc. (9.14%), BlackRock Inc. (8.05%), Bamco Inc. NY (7.63%), Wells Fargo & Company MN (5.37%), Atlanta Capital Management Co. L L C (2.95%) and State Street Corp (2.61%). Company insiders that own FactSet Research Systems stock include Frederick Philip Snow, James J Mcgonigle, Joseph E Laird Jr, Joseph E Laird, Jr, Mark J Hale, Matthew J Mcnulty, Maurizio Nicolelli, Philip A Hadley, Rachel Rebecca Stern, Scott A Billeadeau, Scott G Miller and Walter F Siebecker. View Institutional Ownership Trends for FactSet Research Systems.
Who sold FactSet Research Systems stock? Who is selling FactSet Research Systems stock?
FactSet Research Systems' stock was sold by a variety of institutional investors in the last quarter, including Bamco Inc. NY, Lazard Asset Management LLC, Provident Investment Management Inc., Wells Fargo & Company MN, Kayne Anderson Rudnick Investment Management LLC, FMR LLC, Goldman Sachs Group Inc. and Wasatch Advisors Inc.. Company insiders that have sold FactSet Research Systems stock in the last year include Frederick Philip Snow, James J Mcgonigle, Joseph E Laird Jr, Maurizio Nicolelli, Philip A Hadley, Rachel Rebecca Stern and Scott G Miller. View Insider Buying and Selling for FactSet Research Systems.
Who bought FactSet Research Systems stock? Who is buying FactSet Research Systems stock?
FactSet Research Systems' stock was acquired by a variety of institutional investors in the last quarter, including The Manufacturers Life Insurance Company , Fiduciary Management Inc. WI, Junto Capital Management LP, Fiera Capital Corp, Parametric Portfolio Associates LLC, Nationwide Fund Advisors, Arrowstreet Capital Limited Partnership and C Partners Holding Gmbh. View Insider Buying and Selling for FactSet Research Systems.
How do I buy FactSet Research Systems stock?
Shares of FactSet Research Systems can be purchased through any online brokerage account. Popular online brokerages include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.
What is FactSet Research Systems' stock price today?
MarketBeat Community Rating for FactSet Research Systems (NYSE FDS)MarketBeat's community ratings are surveys of what our community members think about FactSet Research Systems and other stocks. Vote "Outperform" if you believe the stock will outperform the S&P 500 over the long term. Vote "Underperform" if you believe the stock will underperform the S&P 500 over the long term. You may vote once every thirty days.
One share of FactSet Research Systems stock can currently be purchased for approximately $168.61.
Consensus Ratings for FactSet Research Systems (NYSE:FDS) (How are Consensus Ratings Calculated?)
MarketBeat calculates consensus ratings using the most recent rating from each brokerage that has rated a stock within the last twelve months. Since brokers often use different ratings systems, each rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings. Each stock's consensus rating is derived from its calculated consensus ratings score (0-1.5 = Sell, 1.5-2.5 = Hold, 2.5-3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months.
MarketBeat will no longer include ratings and price target data in its consensus calculation if a broker drops coverage and MarketBeat has received a report that coverage was dropped. Ratings from certain research firms that issue ratings using purely quantitative methods (such as Zacks, Vetr and ValuEngine) are not included in consensus calculations. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.
|Ratings Breakdown: ||3 Sell Ratings, 5 Hold Ratings, 2 Buy Ratings|
|Consensus Rating:||Hold (Score: 1.90)|
|Consensus Price Target: ||$164.38 (2.51% downside)|
Analysts' Ratings History for FactSet Research Systems (NYSE:FDS)
(Data available from 9/25/2015 forward)
|Date||Firm||Action||Rating||Price Target||Impact on Share Price||Details|
|9/21/2017||Northcoast Research||Upgrade||Neutral -> Buy||$195.00||Low|
|7/25/2017||Stifel Nicolaus||Reiterated Rating||Hold||$163.00||Low|
|5/10/2017||Deutsche Bank AG||Initiated Coverage||Hold||$160.00||Low|
|3/29/2017||Credit Suisse Group||Boost Price Target||Outperform||$179.00 -> $185.00||Low|
|1/10/2017||Barclays PLC||Downgrade||Equal Weight -> Underweight||$170.00 -> $164.00||N/A|
|12/21/2016||Goldman Sachs Group, Inc. (The)||Boost Price Target||Sell||$126.00||N/A|
|12/20/2016||Cantor Fitzgerald||Set Price Target||Hold||$161.00||N/A|
|9/28/2016||Oppenheimer Holdings, Inc.||Reiterated Rating||Market Perform||N/A|
|9/28/2016||Morgan Stanley||Set Price Target||Hold||$161.00||N/A|
|9/27/2016||Raymond James Financial, Inc.||Downgrade||Market Perform -> Underperform||N/A|
|9/15/2016||Bank of America Corporation||Set Price Target||Hold||$185.00||N/A|
|5/16/2016||Sterne Agee CRT||Reiterated Rating||Neutral||N/A|
|1/7/2016||Evercore ISI||Initiated Coverage||Hold||N/A|
|12/15/2015||BTIG Research||Reiterated Rating||Neutral||N/A|
Earnings History for FactSet Research Systems (NYSE:FDS)Earnings History by Quarter for FactSet Research Systems (NYSE FDS)
(Data available from 1/1/2011 forward)
|Date||Quarter||Consensus Estimate||Actual EPS||Revenue Estimate||Actual Revenue||Release Link||Conference Call||Details|
|6/27/2017||Q3 17||$1.84||$1.85||$314.14 million||$312.12 million||View||N/A|
|3/28/2017||Q2 2017||$1.80||$1.81||$296.04 million||$294.40 million||View||N/A|
|12/20/2016||Q117||$1.70||$1.75||$289.30 million||$288.06 million||View||N/A|
|9/27/2016||Q416||$1.70||$1.69||$290.87 million||$287.29 million||View||Listen|
|6/28/2016||Q316||$1.61||$1.64||$287.76 million||$287.50 million||View||Listen|
|3/15/2016||Q216||$1.52||$1.59||$282.99 million||$281.80 million||View||Listen|
|12/15/2015||Q116||$1.47||$1.44||$272.72 million||$270.50 million||View||N/A|
|9/22/2015||Q415||$1.47||$1.48||$261.64 million||$261.78 million||View||Listen|
|6/16/2015||Q315||$1.41||$1.42||$253.56 million||$254.50 million||View||Listen|
|3/17/2015||Q215||$1.41||$1.39||$246.70 million||$247.80 million||View||N/A|
|12/16/2014||Q115||$1.33||$1.32||$241.69 million||$242.68 million||View||N/A|
|9/16/2014||Q414||$1.30||$1.31||$237.61 million||$238.66 million||View||N/A|
|6/17/2014||Q314||$1.25||$1.25||$230.57 million||$231.80 million||View||N/A|
|3/18/2014||Q214||$1.21||$1.22||$226.36 million||$226.93 million||View||N/A|
|12/17/2013||Q1||$1.23||$1.22||$223.66 million||$223.00 million||View||Listen|
|9/17/2013||Q4 2013||$1.21||$1.20||$218.93 million||$219.30 million||View||N/A|
|6/18/2013||Q3 2013||$1.15||$1.15||$214.94 million||$214.61 million||View||N/A|
|3/19/2013||Q2 2013||$1.11||$1.14||$213.31 million||$213.10 million||View||N/A|
|12/18/2012||Q1 2013||$1.11||$1.11||$212.26 million||$211.10 million||View||N/A|
|9/25/2012||Q412||$1.06||$1.08||$207.03 million||$207.70 million||View||N/A|
|12/14/2010||$0.84||$0.88||$173.03 million||$173.29 million||View||N/A|
Earnings Estimates for FactSet Research Systems (NYSE:FDS)
2017 EPS Consensus Estimate: $7.23
2018 EPS Consensus Estimate: $8.07
(Data provided by Zacks Investment Research)
|Quarter||Number of Estimates||Low Estimate||High Estimate||Average Estimate|
Current Dividend Information for FactSet Research Systems (NYSE:FDS)
|Most Recent Dividend:||9/19/2017|
|Dividend Growth:||12.60% (3 Year Average)|
|Payout Ratio:||26.20% (Trailing 12 Months of Earnings) |
30.73% (Based on This Year's Estimates)
28.00% (Based on Next Year's Estimates)
|Track Record:||11 Years of Consecutive Dividend Growth|
Dividend History by Quarter for FactSet Research Systems (NYSE FDS)
(Data available from 1/1/2013 forward)
|Announced||Period||Amount||Yield||Ex-Dividend Date||Record Date||Payable Date|
Insider Trading and Institutional Ownership History for FactSet Research Systems (NYSE:FDS)
Insider Ownership Percentage: 2.70%Insider Trades by Quarter for FactSet Research Systems (NYSE:FDS)
Institutional Ownership Percentage: 93.72%
(Data available from 1/1/2013 forward)
|Transaction Date||Insider Name||Title||Buy/Sell||Number of Shares||Average Share Price||Total Transaction||Details|
|7/13/2017||Philip A Hadley||Director||Sell||43,842||$163.87||$7,184,388.54|| |
|7/12/2017||Philip A Hadley||Chairman||Sell||38,942||$163.83||$6,379,867.86|| |
|7/5/2017||Philip A Hadley||Director||Sell||5,983||$165.55||$990,485.65|| |
|7/3/2017||Philip A Hadley||Director||Sell||100,017||$168.99||$16,901,872.83|| |
|6/21/2017||Scott G Miller||EVP||Sell||17,074||$165.78||$2,830,527.72|| |
|6/13/2017||Joseph E Laird Jr||Director||Sell||1,000||$166.00||$166,000.00|| |
|4/17/2017||Joseph E Laird Jr||Director||Sell||1,000||$160.00||$160,000.00|| |
|1/31/2017||Joseph E Laird Jr||Director||Sell||2,146||$171.89||$368,875.94|| |
|1/12/2017||Maurizio Nicolelli||CFO||Sell||20,429||$167.75||$3,426,964.75|| |
|1/9/2017||James J Mcgonigle||Director||Sell||3,000||$170.20||$510,600.00|| |
|1/6/2017||Joseph E Laird Jr||Director||Sell||3,085||$170.00||$524,450.00|| |
|1/4/2017||James J Mcgonigle||Director||Sell||2,845||$165.94||$472,099.30|| |
|10/10/2016||Rachel Rebecca Stern||SVP||Sell||1,065||$158.79||$169,111.35|| |
|10/5/2016||Frederick Philip Snow||CEO||Sell||6,250||$158.22||$988,875.00|| |
|7/15/2016||Matthew J Mcnulty||VP||Sell||1,000||$167.50||$167,500.00|| |
|7/12/2016||Joseph E Laird Jr||Director||Sell||1,000||$165.00||$165,000.00|| |
|7/1/2016||Joseph E Laird Jr||Director||Sell||1,000||$161.00||$161,000.00|| |
|4/15/2016||Matthew J Mcnulty||VP||Sell||1,000||$154.00||$154,000.00|| |
|4/14/2016||Joseph E Laird Jr||Director||Sell||2,500||$151.70||$379,250.00|| |
|4/14/2016||Rachel Rebecca Stern||SVP||Sell||4,583||$153.37||$702,894.71|| |
|4/13/2016||Mark J Hale||COO||Sell||1,823||$150.05||$273,541.15|| |
|4/13/2016||Maurizio Nicolelli||CFO||Sell||367||$150.53||$55,244.51|| |
|1/14/2016||Joseph E Laird Jr||Director||Sell||1,000||$147.50||$147,500.00|| |
|1/13/2016||Walter F. Siebecker||Director||Sell||15,137||$146.43||$2,216,510.91|| |
|1/11/2016||Scott A. Billeadeau||Director||Sell||5,000||$151.07||$755,350.00|| |
|1/8/2016||Joseph E. Laird, Jr.||Director||Sell||1,815||$152.08||$276,025.20|| |
|12/21/2015||Matthew J. Mcnulty||VP||Sell||1,600||$154.67||$247,472.00|| |
|12/16/2015||James J. Mcgonigle||Director||Sell||1,175||$161.13||$189,327.75|| |
|10/9/2015||Rachel Rebecca Stern||SVP||Sell||1,720||$163.00||$280,360.00|| |
|10/6/2015||Frederick Philip Snow||CEO||Sell||2,116||$159.92||$338,390.72|| |
|7/14/2015||Rachel Rebecca Stern||SVP||Sell||3,527||$163.09||$575,218.43|| |
|7/13/2015||Walter F Siebecker||Director||Sell||14,315||$162.57||$2,327,189.55|| |
|4/15/2015||Philip A Hadley||CEO||Sell||35,000||$159.34||$5,576,900.00|| |
|4/14/2015||Joseph E Laird Jr||Director||Sell||2,500||$158.00||$395,000.00|| |
|4/10/2015||James J Mcgonigle||Director||Sell||3,000||$160.91||$482,730.00|| |
|4/6/2015||Scott A Billeadeau||Director||Sell||4,500||$160.26||$721,170.00|| |
|4/1/2015||Rachel Rebecca Stern||SVP||Sell||875||$160.00||$140,000.00|| |
|3/24/2015||Peter G Walsh||EVP||Sell||45,506||$157.07||$7,147,627.42|| |
|3/23/2015||Peter G Walsh||EVP||Sell||22,000||$156.87||$3,451,140.00|| |
|3/19/2015||Joseph Zimmel||Director||Sell||4,148||$156.60||$649,576.80|| |
|3/19/2015||Maurizio Nicolelli||CFO||Sell||6,670||$156.41||$1,043,254.70|| |
|3/18/2015||Michael D Frankenfield||Vice Chairman||Sell||37,570||$156.75||$5,889,097.50|| |
|1/14/2015||Maurizio Nicolelli||CFO||Sell||326||$139.82||$45,581.32|| |
|1/8/2015||Joseph E Laird Jr||Director||Sell||2,000||$140.08||$280,160.00|| |
|1/8/2015||Michael D Frankenfield||EVP||Sell||10,000||$140.32||$1,403,200.00|| |
|1/6/2015||Scott A Billeadeau||Director||Sell||2,250||$137.87||$310,207.50|| |
|12/30/2014||Michael D Frankenfield||EVP||Sell||60,000||$143.61||$8,616,600.00|| |
|12/23/2014||Philip A Hadley||CEO||Sell||40,000||$143.84||$5,753,600.00|| |
|12/22/2014||Philip A Hadley||CEO||Sell||60,000||$142.57||$8,554,200.00|| |
|12/19/2014||Peter G Walsh||COO||Sell||80,000||$142.12||$11,369,600.00|| |
|12/17/2014||James J Mcgonigle||Director||Sell||1,248||$135.49||$169,091.52|| |
|9/19/2014||Joseph E Laird Jr||Director||Sell||1,500||$124.32||$186,480.00|| |
|7/14/2014||Maurizio Nicolelli||CFO||Sell||2,108||$120.96||$254,983.68|| |
|7/10/2014||Walter F Siebecker||Director||Sell||3,073||$119.33||$366,701.09|| |
|7/1/2014||Michael F Dichristina||Director||Sell||2,710||$120.61||$326,853.10|| |
|6/30/2014||Joseph E Laird Jr||Director||Sell||1,000||$120.00||$120,000.00|| |
|6/27/2014||Walter F Siebecker||Director||Sell||1,427||$118.49||$169,085.23|| |
|6/26/2014||Scott A Billeadeau||Director||Sell||2,250||$117.40||$264,150.00|| |
|6/25/2014||Michael D Frankenfield||EVP||Sell||51,594||$117.04||$6,038,561.76|| |
|6/20/2014||Joseph E Laird Jr||Director||Sell||1,000||$116.49||$116,490.00|| |
|4/14/2014||Joseph Laird, Jr.||Director||Sell||1,000||$103.00||$103,000.00|| |
|4/4/2014||Rachel Rebecca Stern||SVP||Sell||1,546||$108.00||$166,968.00|| |
|4/2/2014||Peter Walsh||COO||Sell||30,252||$107.95||$3,265,703.40|| |
|1/15/2014||Philip Hadley||CEO||Sell||115,000||$107.61||$12,375,150.00|| |
|1/9/2014||Charles Snyder||Director||Sell||16,597||$106.51||$1,767,746.47|| |
|1/2/2014||Scott Billeadeau||Director||Sell||4,500||$108.58||$488,610.00|| |
|10/7/2013||Peter Walsh||COO||Sell||23,000||$112.22||$2,581,060.00|| |
|9/19/2013||Joseph Laird, Jr.||Director||Sell||2,000||$110.92||$221,840.00|| |
|7/15/2013||Joseph E Laird Jr||Director||Sell||1,000||$107.39||$107,390.00|| |
|7/15/2013||Michael D Frankenfield||EVP||Sell||40,881||$107.16||$4,380,807.96|| |
|7/8/2013||Joseph E Laird Jr||Director||Sell||1,000||$105.64||$105,640.00|| |
|7/3/2013||Kieran M Kennedy||SVP||Sell||2,031||$102.22||$207,608.82|| |
|7/2/2013||Peter G Walsh||COO||Sell||50,000||$103.23||$5,161,500.00|| |
|7/2/2013||Scott A Billeadeau||Director||Sell||4,500||$102.50||$461,250.00|| |
|7/1/2013||Joseph Zimmel||Director||Sell||18,752||$103.63||$1,943,269.76|| |
|7/1/2013||Maurizio Nicolelli||Insider||Sell||11,488||$103.18||$1,185,331.84|| |
|6/21/2013||Joseph E Laird Jr||Director||Sell||3,000||$99.87||$299,610.00|| |
|4/10/2013||Scott A Billeadeau||Director||Sell||2,950||$91.28||$269,276.00|| |
Headline Trends for FactSet Research Systems (NYSE:FDS)
Latest Headlines for FactSet Research Systems (NYSE:FDS)
FactSet Research Systems (FDS) Chart for Monday, September, 25, 2017