FactSet Research Systems Inc. (FDS)

US — Financial Services Sector
Peers: DNB  MCO  MSCI  ICE  SPGI  NDAQ  CME 

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Key Metrics & Ratings

  • symbol FDS
  • Rev/Share 61.4919
  • Book/Share 57.9075
  • PB 4.7491
  • Debt/Equity 0.7128
  • CurrentRatio 1.3999
  • ROIC 0.1624

 

  • MktCap 10397240918.0
  • FreeCF/Share 16.3534
  • PFCF 16.8389
  • PE 17.3917
  • Debt/Assets 0.3621
  • DivYield 0.0156
  • ROE 0.2846

 

  • Rating A-
  • Score 4
  • Recommendation Buy
  • P/E Score 2
  • DCF Score 5
  • P/B Score 1
  • D/E Score 2

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Upgrade FDS UBS Neutral Buy -- $425 Sept. 22, 2025
Upgrade FDS Rothschild & Co Redburn Sell Neutral -- $370 Sept. 12, 2025
Upgrade FDS Raymond James Underperform Market Perform -- -- June 26, 2025
Downgrade FDS Wells Fargo Equal Weight Underweight -- $402 March 21, 2025
Downgrade FDS Redburn Atlantic Neutral Sell $420 $380 Oct. 9, 2024
Initiation FDS Evercore ISI -- In-line -- $470 Oct. 2, 2024

News

Top 50 High-Quality Dividend Growth Stocks For October 2025
AAPL, ACN, ALLE, AMAT, APH, CTAS, DHI, DKS, DPZ, EOG, FAST, FDS, GGG, GRMN, GWW, HCA, HD, HSY, JKHY, KLAC, LECO, LLY, LRCX, MLI, MPWR
Published: October 03, 2025 by: Seeking Alpha
Sentiment: Positive

I track a universe of 50 high-quality dividend growth stocks to identify opportune investments based on valuation and future return potential. As of October 2, 2025, 22 stocks offer attractive future return estimates of at least 10%, with 15 appearing potentially undervalued by my Free Cash Flow model. Top-ranked stocks include MKTX, RMD, MPWR, RACE, and MSCI, each offering strong projected returns driven by yield, valuation upside, and EPS growth.

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FactSet stock receives upgrade, analysts say AI disruption fears overdone
FDS
Published: September 22, 2025 by: Proactive Investors
Sentiment: Positive

The recent sell off in Factset Research Systems Inc (NYSE:FDS) shares over AI disruption fears has been overdone, according to analysts at UBS, saying investors underappreciate the stickiness of the financial digital platform's solutions in a slow-moving industry. As a result, they boosted their rating on the stock to ‘Buy' from ‘Neutral' but also lowered their target price to $425 per share from $480, citing the company's growth outlook, which they say has become more uncertain.

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image for news FactSet stock receives upgrade, analysts say AI disruption fears overdone
FactSet: I've Been Waiting Several Years For This Moment (Rating Upgrade)
FDS
Published: September 19, 2025 by: Seeking Alpha
Sentiment: Positive

FactSet Research Systems Inc. offers a compelling long-term investment opportunity, now trading at historically attractive valuations after a significant price drop. FDS remains resilient, with strong customer retention, consistent revenue growth, and a proven ability to adapt through technological shifts, including AI integration. Concerns about AI disruption and margin compression are overblown; recent investments and conservative guidance position FDS for future growth.

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image for news FactSet: I've Been Waiting Several Years For This Moment (Rating Upgrade)
FactSet Research Systems Inc. (FDS) Q4 2025 Earnings Call Transcript
FDS
Published: September 18, 2025 by: Seeking Alpha
Sentiment: Neutral

FactSet Research Systems Inc. (NYSE:FDS ) Q4 2025 Earnings Call September 18, 2025 9:00 AM EDT Company Participants Kevin Toomey - Head of Investor Relations Sanoke Viswanathan - CEO & Director Helen Shan - Executive VP & CFO Goran Skoko - Executive VP, Chief Revenue Officer and MD of EMEA & Asia Pacific Conference Call Participants Alex Kramm - UBS Investment Bank, Research Division Faiza Alwy - Deutsche Bank AG, Research Division Ashish Sabadra - RBC Capital Markets, Research Division Kelsey Zhu - Autonomous Research US LP Shlomo Rosenbaum - Stifel, Nicolaus & Company, Incorporated, Research Division Jason Haas - …

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image for news FactSet Research Systems Inc. (FDS) Q4 2025 Earnings Call Transcript
FactSet Earnings Miss Estimates in Q4, Revenues Increase Y/Y
FDS
Published: September 18, 2025 by: Zacks Investment Research
Sentiment: Negative

FDS's fourth-quarter fiscal 2025 earnings fall short of estimates, but revenues rise 6.2% year over year, with solid growth across regions.

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image for news FactSet Earnings Miss Estimates in Q4, Revenues Increase Y/Y
FactSet (FDS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
FDS
Published: September 18, 2025 by: Zacks Investment Research
Sentiment: Positive

Although the revenue and EPS for FactSet (FDS) give a sense of how its business performed in the quarter ended August 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Read More
image for news FactSet (FDS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
How To Trade FactSet Stock Ahead of Earnings
FDS
Published: September 17, 2025 by: Forbes
Sentiment: Positive

FactSet Research Systems (NYSE:FDS) is scheduled to announce its earnings on Thursday, September 18, 2025. Revenue is anticipated to be approximately 593 million, reflecting an increase of about 5.5% compared to the previous year, according to consensus estimates, while earnings are estimated to be around $4.13 per share.

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image for news How To Trade FactSet Stock Ahead of Earnings
FactSet to Report Q4 Earnings: What's in Store for the Stock?
FDS
Published: September 16, 2025 by: Zacks Investment Research
Sentiment: Positive

FDS gears up to post Q4 results, with revenues expected at $592.6M and EPS at $4.15, pointing to year-over-year growth across regions.

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image for news FactSet to Report Q4 Earnings: What's in Store for the Stock?
Unveiling FactSet (FDS) Q4 Outlook: Wall Street Estimates for Key Metrics
FDS
Published: September 15, 2025 by: Zacks Investment Research
Sentiment: Neutral

Evaluate the expected performance of FactSet (FDS) for the quarter ended August 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

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image for news Unveiling FactSet (FDS) Q4 Outlook: Wall Street Estimates for Key Metrics
FactSet: Dividend Aristocrat That Appears To Be On Sale
FDS
Published: September 15, 2025 by: Seeking Alpha
Sentiment: Positive

FactSet has a very diversified customer base, with its largest client accounting for approximately 3% of annual revenue. To date, FactSet has increased its dividend for 27 consecutive years. That qualifies it for its status as a vaunted Dividend Aristocrat, reinforcing just how consistent and reliable this business has been for decades. FDS stock is now trading hands for a P/E ratio of 26.2. In absolute terms, that's not low. However, in comparison to the stock's own five-year average P/E ratio of 35.1, it is low.

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image for news FactSet: Dividend Aristocrat That Appears To Be On Sale
FactSet Research (FDS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
FDS
Published: September 11, 2025 by: Zacks Investment Research
Sentiment: Positive

FactSet (FDS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news FactSet Research (FDS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
FactSet: A Boring Stock That Could Power Your Portfolio (Rating Upgrade)
FDS
Published: August 14, 2025 by: Seeking Alpha
Sentiment: Positive

FactSet: A Boring Stock That Could Power Your Portfolio (Rating Upgrade)

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image for news FactSet: A Boring Stock That Could Power Your Portfolio (Rating Upgrade)
Top 50 High-Quality Dividend Stocks For August 2025
AAPL, ACN, ALLE, AMAT, APH, CTAS, DHI, DKS, DPZ, EOG, FAST, FDS, GGG, GRMN, GWW, HCA, HD, HSY, JKHY, KLAC, LECO, LLY, LRCX, MA, MKTX, MLI, MPWR, MSCI, MSFT, NKE, NTES, NXPI, ODFL, PAYX, POOL, QCOM, RACE, RMD, ROL, ROST, SBUX, SCHD, SPY, TJX, TSCO, TT, TTC, V, WSM, WSO, WST, ZTS
Published: August 06, 2025 by: Seeking Alpha
Sentiment: Positive

My investable universe of 50 high-quality dividend growth stocks aims to identify attractive opportunities based on valuation and future return potential. Currently, 20 stocks offer an estimated future return of at least 10%, with 10 of these also appearing potentially undervalued by my Free Cash Flow model. Top highlighted stocks like MKTX, RACE, RMD, MSCI, and TTC combine strong free cash flow growth, attractive valuations, and double-digit return estimates.

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BondCliQ Secures Lead Investment from FactSet
FDS
Published: July 14, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--BondCliQ Inc. announces today that FactSet Research Systems Inc. (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, has made a lead investment in its current funding round. The funding from this round will be used to advance BondCliQ's DaaS offering, which improves fixed income data by implementing a licensed quote consolidation platform. Simultaneously, BondCliQ and FactSet negotiated terms to integrate BondCliQ's propri.

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image for news BondCliQ Secures Lead Investment from FactSet
FactSet Research Systems: Growth Inflected As Expected, Reiterate Strong Buy
FDS
Published: June 25, 2025 by: Seeking Alpha
Sentiment: Positive

FactSet's 3Q25 results confirm growth inflection, with organic ASV reaccelerating and diversified segment strength driving resilience. AI monetization is now materializing, with GenAI products contributing to revenue and embedding FactSet deeper into client workflows. Despite near-term margin pressure from tech investments, growth momentum, and client expansion support a durable reacceleration thesis.

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image for news FactSet Research Systems: Growth Inflected As Expected, Reiterate Strong Buy
FactSet Stock Among Top S&P 500 Gainers on Better-Than-Expected Revenue, Buyback
FDS
Published: June 23, 2025 by: Investopedia
Sentiment: Positive

Shares of FactSet Research Systems (FDS) were among the top gainers on the S&P 500 Monday after the financial data provider reported fiscal third-quarter revenue above analysts' expectations and announced a new share repurchase plan.

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image for news FactSet Stock Among Top S&P 500 Gainers on Better-Than-Expected Revenue, Buyback
FactSet: Q3 2025 Shows Resilience, But Price Multiples Are Still Too High
FDS
Published: June 23, 2025 by: Seeking Alpha
Sentiment: Positive

FactSet remains a highly resilient, profitable company with predictable subscription-based revenue and strong client retention, supporting its premium valuation. Q3 FY2025 results show steady growth in users and organic ASV, with high operating margins despite a temporary dip from the LiquidityBook acquisition. Dividend growth is sustainable but slow, and buybacks are ineffective due to dilution, making shareholder returns reliant on capital gain.

Read More
image for news FactSet: Q3 2025 Shows Resilience, But Price Multiples Are Still Too High
FactSet Earnings Miss Estimates in Q3, Revenues Increase Y/Y
FDS
Published: June 23, 2025 by: Zacks Investment Research
Sentiment: Neutral

FDS's third-quarter fiscal 2025 earnings slip y/y, but rising revenues and expanding ASV signal steady momentum in core operations.

Read More
image for news FactSet Earnings Miss Estimates in Q3, Revenues Increase Y/Y
FactSet Research Systems Q3: Strong User Count Growth
FDS
Published: June 23, 2025 by: Seeking Alpha
Sentiment: Positive

FactSet delivered strong Q3 FY25 results, with 4.4% organic revenue growth and 6% user count growth, reaffirming full-year guidance. Recent acquisitions, especially LiquidityBook, are driving user growth and expanding FactSet's offerings in the hedge fund and wealth management markets. I project 6.5% annual revenue growth and 30bps annual margin expansion, supporting a fair value estimate of $490 per share.

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image for news FactSet Research Systems Q3: Strong User Count Growth
FactSet Research Systems Inc. (FDS) Q3 2025 Earnings Call Transcript
FDS
Published: June 23, 2025 by: Seeking Alpha
Sentiment: Neutral

FactSet Research Systems Inc. (NYSE:FDS ) Q3 2025 Earnings Call June 23, 2025 9:00 AM ET Company Participants Frederick Philip Snow - CEO & Director Goran Skoko - Executive VP, Chief Revenue Officer and MD of EMEA & Asia Pacific Helen L. Shan - Executive VP & CFO Kevin J.

Read More
image for news FactSet Research Systems Inc. (FDS) Q3 2025 Earnings Call Transcript
FactSet (FDS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
FDS
Published: June 23, 2025 by: Zacks Investment Research
Sentiment: Positive

The headline numbers for FactSet (FDS) give insight into how the company performed in the quarter ended May 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Read More
image for news FactSet (FDS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
FactSet Research (FDS) Q3 Earnings Lag Estimates
FDS
Published: June 23, 2025 by: Zacks Investment Research
Sentiment: Negative

FactSet Research (FDS) came out with quarterly earnings of $4.27 per share, missing the Zacks Consensus Estimate of $4.31 per share. This compares to earnings of $4.37 per share a year ago.

Read More
image for news FactSet Research (FDS) Q3 Earnings Lag Estimates
FactSet Reports Results for Third Quarter 2025
FDS
Published: June 23, 2025 by: GlobeNewsWire
Sentiment: Neutral

NORWALK, Conn., June 23, 2025 (GLOBE NEWSWIRE) -- FactSet (“FactSet” or the “Company”) (NYSE:FDS) (NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced results for its third quarter fiscal 2025 ended May 31, 2025.

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image for news FactSet Reports Results for Third Quarter 2025
FactSet to Report Q3 Earnings: What's in Store for the Stock?
FDS
Published: June 20, 2025 by: Zacks Investment Research
Sentiment: Positive

FDS gears up to report third-quarter fiscal 2025 earnings with revenue growth across all regions, but a slight dip in EPS is expected.

Read More
image for news FactSet to Report Q3 Earnings: What's in Store for the Stock?
Seeking Clues to FactSet (FDS) Q3 Earnings? A Peek Into Wall Street Projections for Key Metrics
FDS
Published: June 17, 2025 by: Zacks Investment Research
Sentiment: Positive

Besides Wall Street's top -and-bottom-line estimates for FactSet (FDS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended May 2025.

Read More
image for news Seeking Clues to FactSet (FDS) Q3 Earnings? A Peek Into Wall Street Projections for Key Metrics
Top 50 High-Quality Dividend Stocks For June 2025
AAPL, ACN, ALLE, AMAT, APH, CTAS, DHI, DKS, DPZ, EOG, FAST, FDS, GGG, GRMN, GWW, HCA, HD, HSY, JKHY, KLAC, LECO, LLY, LRCX, MA, MKTX
Published: June 03, 2025 by: Seeking Alpha
Sentiment: Positive

I track 50 high-quality dividend growth stocks to identify opportune investments, updating valuation ratings daily to focus on attractive opportunities. In this turbulent year, my investable universe outperformed SPY and SCHD year-to-date, with a gain of 2.08% compared to 0.56% and -3.36%. This month, 12 stocks had valuation rating changes; 5 were upgrades, including Ferrari, Pool Corporation and Accenture PLC, all with strong expected returns.

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image for news Top 50 High-Quality Dividend Stocks For June 2025
FactSet Announces CEO Succession Plan
FDS
Published: June 03, 2025 by: GlobeNewsWire
Sentiment: Neutral

Sanoke Viswanathan Appointed Chief Executive Officer Effective Early September 2025 Phil Snow to Retire After Accomplished 30-Year Career with FactSet, Including 10 Years as CEO NORWALK, Conn., June 03, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced that its Board of Directors has appointed Sanoke Viswanathan as Chief Executive Officer, effective early September 2025.

Read More
image for news FactSet Announces CEO Succession Plan
FactSet to Participate in the Bernstein 41st Annual Strategic Decisions Conference
FDS
Published: May 22, 2025 by: GlobeNewsWire
Sentiment: Neutral

NORWALK, Conn., May 22, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced that Chief Executive Officer Phil Snow will participate in a fireside chat at the Bernstein 41st Annual Strategic Decisions Conference in New York on Thursday, May 29, 2025, at 8:00 a.m. Eastern Time.

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image for news FactSet to Participate in the Bernstein 41st Annual Strategic Decisions Conference
3 Dividend Aristocrat Stocks To Buy in May and Hold Forever
FDS, TROW, WST
Published: May 05, 2025 by: 24/7 Wall Street
Sentiment: Positive

Instead of selling, you can buy these dividend stocks in May and go away. These Dividend Aristocrat stocks have both upside potential and pay dividends.

Read More
image for news 3 Dividend Aristocrat Stocks To Buy in May and Hold Forever
Here's Why Investors Must Hold FactSet Stock in Their Portfolios
FDS
Published: April 02, 2025 by: Zacks Investment Research
Sentiment: Positive

The FDS stock is benefiting from a growing client base, shareholder-friendly policies and a robust liquidity position.

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image for news Here's Why Investors Must Hold FactSet Stock in Their Portfolios

About FactSet Research Systems Inc. (FDS)

  • IPO Date 1996-06-28
  • Website https://www.factset.com
  • Industry Financial - Data & Stock Exchanges
  • CEO Frederick Philip Snow
  • Employees 12598

FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.