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FactSet Research Systems Inc. (FDS)

254.36 +10.40 (+4.26%)
At close: 24 July at 4:00:03 pm GMT-4
252.92 -1.44 (-0.57%)
After hours: 24 July at 7:54:41 pm GMT-4
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  • Previous close 243.96
  • Open 247.52
  • Bid 253.00 x 20000
  • Ask 279.90 x 10000
  • Day's range 246.02 - 256.08
  • 52-week range 185.00 - 419.22
  • Volume 762,735
  • Avg. Volume 927,370
  • Market cap (intra-day) 9.046B
  • Beta (5Y monthly) 0.71
  • PE ratio (TTM) 16.75
  • EPS (TTM) 15.19
  • Earnings date 17 Sept 2026
  • Forward dividend & yield 4.64 (1.90%)
  • Ex-dividend date 29 May 2026
  • 1y target est 255.06

FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. 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 workflows. The company also provides subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research 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 services through configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It operates in Europe, the Middle East, Africa, the Americas, the Asia Pacific, and internationally. The company serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. It has a strategic partnership with Google Cloud to create a new generation of AI-powered solutions for the financial industry. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

www.factset.com

12,694

Full-time employees

31 August

Fiscal year ends

Financial Services

Sector

Financial Data & Stock Exchanges

Industry

Performance overview

Trailing total returns as of 24/07/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD return

FDS
11.46%
S&P 500 (^GSPC)
8.28%

1-year return

FDS
38.62%
S&P 500 (^GSPC)
16.48%

3-year return

FDS
39.67%
S&P 500 (^GSPC)
62.73%

5-year return

FDS
22.36%
S&P 500 (^GSPC)
68.00%

Earnings trends

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Earnings per share

GAAP
Normalised
GAAP
Normalised
 

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q3 FY26
Revenue 622.92M
Earnings 126.72M

Q4

FY25

Q1

FY26

Q2

FY26

Q3

FY26

0
200M
400M
600M
 

Analyst insights

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Analysts' price targets

210.00 Low
255.06 Average
254.36 Current
340.00 High
 

Analyst recommendations

  • Strong buy
  • Buy
  • Hold
  • Underperform
  • Sell
 

Latest rating

Date 06/07/2026
Analyst Barclays
Rating action Maintains
Rating Underweight
Price action Raises
Price target 210 -> 216
 

Statistics

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Valuation measures

As of 24/07/2026
  • Market cap

    9.05B

  • Enterprise value

    10.31B

  • Trailing P/E

    16.76

  • Forward P/E

    12.89

  • PEG ratio (5-yr expected)

    1.13

  • Price/sales (ttm)

    3.89

  • Price/book (mrq)

    4.45

  • Enterprise value/revenue

    4.23

  • Enterprise value/EBITDA

    10.79

Financial highlights

Profitability and income statement

  • Profit margin

    23.21%

  • Return on assets (ttm)

    11.08%

  • Return on equity (ttm)

    27.03%

  • Revenue (ttm)

    2.44B

  • Net income avi to common (ttm)

    565.97M

  • Diluted EPS (ttm)

    15.19

Balance sheet and cash flow

  • Total cash (mrq)

    304.24M

  • Total debt/equity (mrq)

    77.28%

  • Levered free cash flow (ttm)

    621.16M

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