Val
—
Gro
—
Qua
—
Mom
—
Sta
—
Cap—
P/S4.11
P/E—
Fwd P/E14.32
PEG1.22
52W— – —
RSI—
Target$255.06 (-9.6%)
Beta0.71
Div1.57%
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RSI (14)
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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.
52-Week Range
52W Low
—
52W High
Position in Range
—
RSI (14)
0 · Oversold
RSI 66
Overbought · 100
Signal
Neutral
EMA Price Levels
Volume Analysis
Momentum Dashboard
Trend Strength
Detected Patterns
2Bullish
0Bearish
0Neutral
▲ Bull Flag — Breakout after +15% pole — bullish continuation
▲ Inv. Head & Shoulders — Inv. H&S neckline ~$249.40 broken — major bullish reversal
View overlays on the price chart via Chart tab → Pattern Overlays.
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
BuyHoldSell
Price Target Range
$255.06
-9.6% upside
Low $210
—
High $340
Consensus
Current price
Wall Street Analyst Ratings
| Firm | Rating | Change | Action | Date |
|---|---|---|---|---|
| Barclays | Underweight | — | ↔ Maintain | 2026-07-06 |
| Jefferies | Hold | — | ↔ Maintain | 2026-07-02 |
| B of A Securities | Underperform | — | ↔ Maintain | 2026-07-02 |
| Deutsche Bank | Hold | — | ↔ Maintain | 2026-07-02 |
| RBC Capital | Sector Perform | — | ↔ Reiterate | 2026-07-02 |
| UBS | Buy | — | ↔ Maintain | 2026-07-02 |
| Wolfe Research | Underperform | — | ↔ Maintain | 2026-07-02 |
| Evercore ISI Group | In-Line | — | ↔ Maintain | 2026-07-02 |
| BMO Capital | Market Perform | — | ↔ Maintain | 2026-07-02 |
| Morgan Stanley | Equal-Weight | — | ↔ Maintain | 2026-07-02 |
| Wells Fargo | Underweight | — | ↔ Maintain | 2026-07-02 |
| Goldman Sachs | Sell | — | ↔ Maintain | 2026-04-01 |
| Stifel | Hold | — | ↔ Maintain | 2025-12-19 |
Barclays
2026-07-06
Underweight
↔ Maintain
Jefferies
2026-07-02
Hold
↔ Maintain
B of A Securities
2026-07-02
Underperform
↔ Maintain
Deutsche Bank
2026-07-02
Hold
↔ Maintain
RBC Capital
2026-07-02
Sector Perform
↔ Reiterate
UBS
2026-07-02
Buy
↔ Maintain
Wolfe Research
2026-07-02
Underperform
↔ Maintain
Evercore ISI Group
2026-07-02
In-Line
↔ Maintain
BMO Capital
2026-07-02
Market Perform
↔ Maintain
Morgan Stanley
2026-07-02
Equal-Weight
↔ Maintain
Wells Fargo
2026-07-02
Underweight
↔ Maintain
Goldman Sachs
2026-04-01
Sell
↔ Maintain
Stifel
2025-12-19
Hold
↔ Maintain
Profitability
Gross Margin
51.38%TTM
Op. Margin
30.54%TTM
ROE
27.03%TTM
Rev. Growth
6.40%YoY
Free Cash Flow
621.16MTTM
FCF Yield
—TTM
Balance Sheet
Debt / Equity
77.28MRQ
Current Ratio
0.68MRQ
Cash
304.24MMRQ
Total Debt
1.57BMRQ
Net Debt
—MRQ
Income
Div. Yield
1.57%TTM
Annual Rate
4.64Fwd
Payout Ratio
29.38%TTM
Dividend History
Payout Ratio (TTM): 29.38%
| Date | Amount / Share | Yield at Payment |
|---|---|---|
| 2026-05-29 | $1.1600 | 0.47% |
| 2026-02-27 | $1.1000 | 0.51% |
| 2025-11-28 | $1.1000 | 0.40% |
| 2025-08-29 | $1.1000 | 0.30% |
| 2025-05-30 | $1.1000 | 0.24% |
| 2025-02-28 | $1.0400 | 0.23% |
| 2024-11-29 | $1.0400 | 0.22% |
| 2024-08-30 | $1.0400 | 0.25% |
| 2024-05-31 | $1.0400 | 0.26% |
| 2024-02-28 | $0.9800 | 0.22% |
| 2023-11-29 | $0.9800 | 0.22% |
| 2023-08-30 | $0.9800 | 0.23% |
| 2023-05-30 | $0.9800 | 0.26% |
| 2023-02-27 | $0.8900 | 0.22% |
| 2022-11-29 | $0.8900 | 0.21% |
| 2022-08-30 | $0.8900 | 0.21% |
| 2022-05-27 | $0.8900 | 0.24% |
| 2022-02-25 | $0.8200 | 0.21% |
| 2021-11-29 | $0.8200 | 0.18% |
| 2021-08-30 | $0.8200 | 0.23% |
| 2021-05-27 | $0.8200 | 0.26% |
| 2021-02-25 | $0.7700 | 0.28% |
| 2020-11-27 | $0.7700 | 0.25% |
| 2020-08-28 | $0.7700 | 0.23% |
| 2020-05-28 | $0.7700 | 0.27% |
| 2020-02-27 | $0.7200 | 0.28% |
| 2019-11-27 | $0.7200 | 0.29% |
| 2019-08-29 | $0.7200 | 0.28% |
| 2019-05-30 | $0.7200 | 0.28% |
| 2019-02-27 | $0.6400 | 0.29% |
| 2018-11-29 | $0.6400 | 0.30% |
| 2018-08-30 | $0.6400 | 0.31% |
| 2018-05-30 | $0.6400 | 0.34% |
| 2018-02-27 | $0.5600 | 0.30% |
| 2017-11-29 | $0.5600 | 0.31% |
| 2017-08-29 | $0.5600 | 0.40% |
| 2017-05-26 | $0.5600 | 0.38% |
| 2017-02-24 | $0.5000 | 0.30% |
| 2016-11-28 | $0.5000 | 0.34% |
| 2016-08-29 | $0.5000 | 0.31% |
How FDS Makes Its Money
Cash Flow Breakdown
Quarterly Metrics
| Quarter | Revenue | Rev YoY | Gross Profit | Op. Income | Net Income | Net YoY | Gross % | Op % | Net % |
|---|
Full Key Statistics
Valuation
| Market Cap | 10.03B |
| Enterprise Value | 11.30B |
| Trailing P/E | 18.57 |
| Forward P/E | 14.32 |
| PEG Ratio (5yr) | 1.22 |
| Price/Sales (ttm) | 4.11 |
| Price/Book (mrq) | 4.97 |
| EV/Revenue | 4.63 |
| EV/EBITDA | 12.12 |
Share Statistics
| Avg Vol (3m) | 968.94K |
| Shares Outstanding | 35.57M |
| Float | 35.44M |
| % Held by Insiders | 0.43% |
| % Held by Institutions | 109.63% |
| Short Ratio | 5.01 |
| Short % of Float | 16.25% |
Profitability
| Gross Margin | 51.38% |
| Operating Margin (ttm) | 30.54% |
| Profit Margin | 23.21% |
| 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 |
| EBITDA | 932.54M |
| Net Income (ttm) | 565.97M |
| Diluted EPS (ttm) | 15.19 |
| 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 / Share | 56.80 |
| Operating CF (ttm) | 829.59M |
| Free Cash Flow (ttm) | 621.16M |
Trading & Dividends
| Beta (5Y) | 0.71 |
| 50-Day MA | 242.15 |
| 200-Day MA | 247.92 |
| Fwd Dividend Yield | 163.00% |
| Payout Ratio | 29.38% |
Ownership Breakdown
Institutional 109.63%
Insider 0.43%
Short Interest
16.25% 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 | Value |
|---|---|---|---|---|---|
| 2026-05-01 | WARREN JOSHUA | Chief Financial Officer | Stock Award(Grant) at price 0.00 per share. | 2,272 | — |
| 2026-01-15 | FRANK MALCOLM | Director | Stock Award(Grant) at price 0.00 per share. | 713 | — |
| 2026-01-15 | ABRAMS ROBIN ANN | Director | Stock Award(Grant) at price 0.00 per share. | 604 | — |
| 2026-01-15 | HYLTON LAURIE G | Director | Stock Award(Grant) at price 0.00 per share. | 439 | — |
| 2026-01-15 | CHOY SIEW KAI | Director | Stock Award(Grant) at price 0.00 per share. | 439 | — |
| 2026-01-15 | TEJADA MARIA TERESA | Director | Stock Award(Grant) at price 0.00 per share. | 439 | — |
| 2026-01-15 | WIESEL SHLOMO ELISHA | Director | Stock Award(Grant) at price 0.00 per share. | 571 | — |
| 2026-01-15 | SIEGEL LAURIE A | Director | Stock Award(Grant) at price 0.00 per share. | 626 | — |
| 2026-01-15 | SHAVEL LEE M | Director | Stock Award(Grant) at price 0.00 per share. | 571 | — |
| 2026-01-15 | EILAM BARAK | Director | Stock Award(Grant) at price 0.00 per share. | 439 | — |
| 2026-01-12 | FRANK MALCOLM | Director | Sale at price 295.02 - 296.17 per share. | 2,572 | $760,547 |
| 2026-01-12 | FRANK MALCOLM | Director | Conversion of Exercise of derivative security at price 207.88 per share. | 2,572 | $534,667 |
| 2026-01-08 | SIEGEL LAURIE A | Director | Sale at price 296.12 - 296.67 per share. | 2,572 | $761,944 |
| 2026-01-08 | SIEGEL LAURIE A | Director | Conversion of Exercise of derivative security at price 207.88 per share. | 2,572 | $534,667 |
| 2026-01-07 | ABRAMS ROBIN ANN | Director | Conversion of Exercise of derivative security at price 207.88 per share. | 2,572 | $534,667 |
| 2025-11-06 | SKOKO GORAN | Officer | Purchase at price 252.93 per share. | 500 | $126,465 |
| 2025-11-03 | SKOKO GORAN | Officer | Stock Award(Grant) at price 0.00 per share. | 3,915 | — |
| 2025-11-03 | COSTIGAN JOHN | Officer | Stock Award(Grant) at price 0.00 per share. | 3,915 | — |
| 2025-10-31 | SKOKO GORAN | Officer | 612 | — | |
| 2025-10-31 | KARNOVSKY KRISTINA W | Officer | 505 | — | |
| 2025-10-31 | COSTIGAN JOHN | Officer | 367 | — | |
| 2025-10-31 | STEPP KATHERINE M | Chief Technology Officer | 367 | — | |
| 2025-10-31 | ELLIS CHRISTOPHER R | Officer | 352 | — | |
| 2025-10-31 | SHAN HELEN L | Chief Financial Officer | 1,009 | — | |
| 2025-10-31 | ROBIE ROBERT J | Officer | 505 | — |
WARREN JOSHUA
Chief Financial Officer
Stock Award(Grant) at price 0.00 per share.
2026-05-01
2,272 sh
—
FRANK MALCOLM
Director
Stock Award(Grant) at price 0.00 per share.
2026-01-15
713 sh
—
ABRAMS ROBIN ANN
Director
Stock Award(Grant) at price 0.00 per share.
2026-01-15
604 sh
—
HYLTON LAURIE G
Director
Stock Award(Grant) at price 0.00 per share.
2026-01-15
439 sh
—
CHOY SIEW KAI
Director
Stock Award(Grant) at price 0.00 per share.
2026-01-15
439 sh
—
TEJADA MARIA TERESA
Director
Stock Award(Grant) at price 0.00 per share.
2026-01-15
439 sh
—
WIESEL SHLOMO ELISHA
Director
Stock Award(Grant) at price 0.00 per share.
2026-01-15
571 sh
—
SIEGEL LAURIE A
Director
Stock Award(Grant) at price 0.00 per share.
2026-01-15
626 sh
—
SHAVEL LEE M
Director
Stock Award(Grant) at price 0.00 per share.
2026-01-15
571 sh
—
EILAM BARAK
Director
Stock Award(Grant) at price 0.00 per share.
2026-01-15
439 sh
—
FRANK MALCOLM
Director
Sale at price 295.02 - 296.17 per share.
2026-01-12
2,572 sh
$760,547
FRANK MALCOLM
Director
Conversion of Exercise of derivative security at price 207.88 per share.
2026-01-12
2,572 sh
$534,667
SIEGEL LAURIE A
Director
Sale at price 296.12 - 296.67 per share.
2026-01-08
2,572 sh
$761,944
SIEGEL LAURIE A
Director
Conversion of Exercise of derivative security at price 207.88 per share.
2026-01-08
2,572 sh
$534,667
ABRAMS ROBIN ANN
Director
Conversion of Exercise of derivative security at price 207.88 per share.
2026-01-07
2,572 sh
$534,667
SKOKO GORAN
Officer
Purchase at price 252.93 per share.
2025-11-06
500 sh
$126,465
SKOKO GORAN
Officer
Stock Award(Grant) at price 0.00 per share.
2025-11-03
3,915 sh
—
COSTIGAN JOHN
Officer
Stock Award(Grant) at price 0.00 per share.
2025-11-03
3,915 sh
—
SKOKO GORAN
Officer
2025-10-31
612 sh
—
KARNOVSKY KRISTINA W
Officer
2025-10-31
505 sh
—
COSTIGAN JOHN
Officer
2025-10-31
367 sh
—
STEPP KATHERINE M
Chief Technology Officer
2025-10-31
367 sh
—
ELLIS CHRISTOPHER R
Officer
2025-10-31
352 sh
—
SHAN HELEN L
Chief Financial Officer
2025-10-31
1,009 sh
—
ROBIE ROBERT J
Officer
2025-10-31
505 sh
—