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FDS · FactSet Research Systems Inc.

Financial Services NYQ United States factset.com ↗
Val — — Gro — — Qua — — Mom — — Sta — — Cap— P/S4.45 P/E— Fwd P/E14.41 PEG1.05 52W— – — RSI— Target$280.0 (-10.5%) Beta0.77 Div1.46%
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RSI ()
◈ Pattern Overlays
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Financial Data & Stock Exchanges Norwalk, United States 12,444 employees
FactSet Research Systems Inc., together with its subsidiaries, operates as a global data and artificial intelligence solutions provider for the financial markets in the Americas, Europe, the Middle East, Africa, and Asia Pacific. 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, and AI-enabled workflows. The company also provides financial data and market intelligence on securities, companies, industries, and people that enable clients to research advisory, dealmaking and 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 banking solutions that supports company and market research; wealth solutions which supports home office, advisory, and client engagement workflows; and data and technology offerings, including desktop and mobile platform, data solutions, cloud-based digital solutions, application programming interfaces, and model context protocol servers. The company serves professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, private equity and venture capital professionals. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
Signal
Trend Strength
Price Levels
52-Week Range
52W Low — 52W High
Position in Range —
RSI (14)
0 · Oversold RSI 57 Overbought · 100
Signal Neutral
EMA Price Levels
Activity & Patterns
Volume Analysis
Momentum Dashboard
Detected Patterns
6Bullish
3Bearish
0Neutral

Key Signals 1

▲ Double Bottom Major reversal 2026-10-13 · $289.78
Two lows ~$253.96 — bullish reversal confirmed
Learn more →

Momentum Signals 8

▲ MACD Bullish Crossover 2026-07-01 · $245.55
▲ MACD Bullish Crossover 2026-07-27 · $265.9
▲ Bull Flag 2026-08-19 · $290.88
▲ MACD Bullish Crossover 2026-08-19 · $298.1

View overlays on the price chart via Overview tab → Pattern Overlays.

Next Earnings Dec 17, 2026
Beat Rate 75%
Consensus HOLD
Analyst Upside -10.5%
EPS — History & Forecast
Estimate Beat Miss Forecast
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Revenue — History & Forecast
Revenue Forecast
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EPS Beat Rate
75% 6/8 quarters
Wall Street Consensus
HOLD
3
9
6
BuyHoldSell
Price Target Range
$280.0 -10.5% upside
Low $212 — High $340
Consensus Current price
Wall Street Analyst Ratings
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Firm Rating Change Action Date
Profitability
Gross Margin 50.60%Last 12 Months
Operating Margin 22.21%Last 12 Months
Return on Equity 25.47%Last 12 Months
Revenue Growth 6.30%Year over Year
Free Cash Flow 653.73MLast 12 Months
Free Cash Flow Yield —Last 12 Months
Balance Sheet
Debt / Equity 77.05Most Recent Quarter
Current Ratio 0.60Most Recent Quarter
Cash 265.33MMost Recent Quarter
Total Debt 1.54BMost Recent Quarter
Net Debt —Most Recent Quarter
How FDS Makes Its Money
Cash Flow Breakdown
Quarterly Metrics
QuarterRevenueRev YoYGross Profit Op. IncomeNet IncomeNet YoY Gross %Op %Net %
Full Key Statistics
Valuation
Market Cap11.03B
Enterprise Value12.30B
Trailing P/E21.46
Forward P/E14.41
PEG Ratio (5yr)1.05
Price/Sales (ttm)4.45
Price/Book (mrq)5.51
EV/Revenue4.97
EV/EBITDA13.66
Share Statistics
Avg Vol (3m)806.05K
Shares Outstanding35.27M
Float35.13M
% Held by Insiders0.34%
% Held by Institutions115.92%
Short Ratio4.92
Short % of Float12.39%
Profitability
Gross Margin50.60%
Operating Margin (ttm)22.21%
Profit Margin21.54%
Return on Assets (ttm)10.65%
Return on Equity (ttm)25.47%
Income Statement
Revenue (ttm)2.48B
Revenue Growth (yoy)6.30%
Gross Profit (ttm)1.25B
EBITDA900.31M
Net Income (ttm)533.48M
Diluted EPS (ttm)14.57
EPS Growth (yoy)-15.40%
Balance Sheet
Total Cash (mrq)265.33M
Total Debt (mrq)1.54B
Debt / Equity (mrq)77.05
Current Ratio (mrq)0.60
Book Value / Share56.78
Operating CF (ttm)822.20M
Free Cash Flow (ttm)653.73M
Trading & Dividends
Beta (5Y)0.77
50-Day MA291.46
200-Day MA250.00
Fwd Dividend Yield1.50%
Payout Ratio31.02%
Income
Dividend Yield 1.46%Last 12 Months
Annual Rate 4.64Forward
Payout Ratio 31.02%Last 12 Months
Dividend History
Payout Ratio (Last 12 Months): 31.02%
Monthly Dividends
Ownership Breakdown
Institutional 115.92% Insider 0.34%
Short Interest 12.39% of float
High
Institutional 13F Holdings

Famous investors who disclosed a position in FDS in their latest SEC 13F filing.

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Insider Transactions
Open-market buys & sells · one dot per day, sized by $ · follows the filters below
Date Insider Role Transaction Shares Price Value