FDS · FactSet Research Systems Inc.

Financial Services NYQ United States factset.com ↗
Val Gro Qua Mom Sta Cap P/S3.79 P/E Fwd P/E13.17 PEG1.22 52W –  RSI Target$265.56 (+2.3%) Beta0.71 Div1.70%
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RSI ()
Pattern Overlays
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Financial Data & Stock Exchanges Norwalk, United States 12,694 employees
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.
Signal
Trend Strength
Price Levels
52-Week Range
52W Low 52W High
Position in Range
RSI (14)
0 · Oversold RSI 35 Overbought · 100
Signal Neutral
EMA Price Levels
Activity & Patterns
Volume Analysis
Momentum Dashboard
Detected Patterns
5Bullish
4Bearish
0Neutral

Momentum Signals 9

▲ MACD Bullish Crossover 2026-05-20 · $222.59
▲ MACD Bullish Crossover 2026-07-01 · $245.55
▲ MACD Bullish Crossover 2026-07-27 · $265.9
▲ Bull Flag 2026-08-19 · $290.88

No major reversal patterns in the last 4 months — showing momentum signals only.

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

Next Earnings Sep 30, 2026
Beat Rate 75%
Consensus HOLD
Analyst Upside +2.3%
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
$265.56 +2.3% upside
Low $210 High $340
Consensus Current price
Wall Street Analyst Ratings
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Firm Rating Change Action Date
Profitability
Gross Margin 51.38%Last 12 Months
Operating Margin 30.54%Last 12 Months
Return on Equity 27.03%Last 12 Months
Revenue Growth 6.40%Year over Year
Free Cash Flow 621.16MLast 12 Months
Free Cash Flow Yield Last 12 Months
Balance Sheet
Debt / Equity 77.28Most Recent Quarter
Current Ratio 0.68Most Recent Quarter
Cash 304.24MMost Recent Quarter
Total Debt 1.57BMost 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 Cap9.24B
Enterprise Value10.50B
Trailing P/E17.33
Forward P/E13.17
PEG Ratio (5yr)1.22
Price/Sales (ttm)3.79
Price/Book (mrq)4.57
EV/Revenue4.31
EV/EBITDA11.26
Share Statistics
Avg Vol (3m)933.67K
Shares Outstanding35.57M
Float35.44M
% Held by Insiders0.43%
% Held by Institutions115.18%
Short Ratio5.62
Short % of Float14.46%
Profitability
Gross Margin51.38%
Operating Margin (ttm)30.54%
Profit Margin23.21%
Return on Assets (ttm)11.08%
Return on Equity (ttm)27.03%
Income Statement
Revenue (ttm)2.44B
Revenue Growth (yoy)6.40%
Gross Profit (ttm)1.25B
EBITDA932.54M
Net Income (ttm)565.97M
Diluted EPS (ttm)14.99
EPS Growth (yoy)-9.60%
Balance Sheet
Total Cash (mrq)304.24M
Total Debt (mrq)1.57B
Debt / Equity (mrq)77.28
Current Ratio (mrq)0.68
Book Value / Share56.80
Operating CF (ttm)829.59M
Free Cash Flow (ttm)621.16M
Trading & Dividends
Beta (5Y)0.71
50-Day MA275.49
200-Day MA249.82
Fwd Dividend Yield1.76%
Payout Ratio29.38%
Income
Dividend Yield 1.70%Last 12 Months
Annual Rate 4.64Forward
Payout Ratio 29.38%Last 12 Months
Dividend History
Payout Ratio (Last 12 Months): 29.38%
Monthly Dividends
Ownership Breakdown
Institutional 115.18% Insider 0.43%
Short Interest 14.46% 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
Date Insider Role Transaction Shares Price Value