FactSet Research Systems Inc. (FDS)

US — Financial Services Sector
Peers: MORN  SEIC  JEF  CMA  XP  IVZ  ORI  AIZ  GGAL  AFG 

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Key Metrics & Ratings

  • symbol FDS
  • Rev/Share 63.1052
  • Book/Share 57.9509
  • PB 5.041
  • Debt/Equity 0.7196
  • CurrentRatio 1.5445
  • ROIC 0.1618

 

  • MktCap 11044493181.0
  • FreeCF/Share 17.3058
  • PFCF 17.06
  • PE 18.226
  • Debt/Assets 0.3696
  • DivYield 0.0149
  • ROE 0.28

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 4
  • 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 Morgan Stanley Underweight Equal Weight -- $307 Dec. 17, 2025
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

My New Year's Resolution For 2026: Invest $10,000 In These 5 Stocks
CME, CVX, DVN, EOG, EQNR, FDS, KO, LDNXF, LSEGY, MTDR, PG, PR, XOM
Published: December 30, 2025 by: Seeking Alpha
Sentiment: Positive

Dividend growth investing is not a get-rich-quick strategy, it requires commitment and a long-term mindset. Making a New Year's resolution is a great way to help maintain that mindset. I reflect on 2025 and review five companies that I am convinced will bring me closer to my goal of being able to fund my living expenses through dividends. The companies I review in this article should do well in an environment characterized by ongoing fiscal dominance and long-term higher inflation.

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image for news My New Year's Resolution For 2026: Invest $10,000 In These 5 Stocks
FactSet Earnings Beat Estimates in Q1, Revenues Increase Y/Y
FDS
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Positive

FDS beats on 1Q26 earnings and revenues as organic growth lifts all regions. The company's FY26 revenue and EPS guidance are slightly below consensus estimates.

Read More
image for news FactSet Earnings Beat Estimates in Q1, Revenues Increase Y/Y
FactSet Research Systems Inc. (FDS) Q1 2026 Earnings Call Transcript
FDS
Published: December 18, 2025 by: Seeking Alpha
Sentiment: Neutral

FactSet Research Systems Inc. (FDS) Q1 2026 Earnings Call Transcript

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image for news FactSet Research Systems Inc. (FDS) Q1 2026 Earnings Call Transcript
Compared to Estimates, FactSet (FDS) Q1 Earnings: A Look at Key Metrics
FDS
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Positive

The headline numbers for FactSet (FDS) give insight into how the company performed in the quarter ended November 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 Compared to Estimates, FactSet (FDS) Q1 Earnings: A Look at Key Metrics
FactSet Research (FDS) Q1 Earnings and Revenues Top Estimates
FDS
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Positive

FactSet Research (FDS) came out with quarterly earnings of $4.51 per share, beating the Zacks Consensus Estimate of $4.39 per share. This compares to earnings of $4.37 per share a year ago.

Read More
image for news FactSet Research (FDS) Q1 Earnings and Revenues Top Estimates
Seeking Clues to FactSet (FDS) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics
FDS
Published: December 15, 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 November 2025.

Read More
image for news Seeking Clues to FactSet (FDS) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics
FactSet to Report Q1 Earnings: What's in Store for the Stock?
FDS
Published: December 12, 2025 by: Zacks Investment Research
Sentiment: Neutral

FDS readies to report Q1 results, with expected y/y revenue growth across all regions and a slight lift in earnings.

Read More
image for news FactSet to Report Q1 Earnings: What's in Store for the Stock?
FactSet Research (FDS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
FDS
Published: December 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.

Read More
image for news FactSet Research (FDS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
3 Beaten-Down Dividend Aristocrats Ready to Rebound by 100%
BDX, BRO, FDS
Published: October 28, 2025 by: 24/7 Wall Street
Sentiment: Positive

Dividend Aristocrats are some of the best stocks to buy when they go on sale, as they're backed by companies on a solid footing.

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image for news 3 Beaten-Down Dividend Aristocrats Ready to Rebound by 100%
FactSet Research Systems: Great Facts About It Should Set Optimistic Expectations
FDS
Published: October 23, 2025 by: Seeking Alpha
Sentiment: Positive

FactSet Research Systems is well-positioned for growth due to robust fundamentals, global expansion, and continuous technological innovation. FDS leverages AI integration, strategic global offices, and workflow efficiency to enhance client solutions and maintain a high client and user retention rate. The stock is undervalued based on dividend discount and price ratio models, justifying significant upside potential at current levels.

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image for news FactSet Research Systems: Great Facts About It Should Set Optimistic Expectations
FactSet Research Systems: Visible Path For Upside Valuation Re-Rating
FDS
Published: October 22, 2025 by: Seeking Alpha
Sentiment: Positive

FactSet Research Systems (FDS) is rated a buy, with the market underestimating its AI strategy and strong core business fundamentals. FDS's AI-driven products are driving client renewals and accelerating growth, with significant adoption momentum and a robust sales pipeline into FY26. Core business strength is evident in record ASV additions, broad-based demand, and multi-year renewals with top global banking clients, ensuring recurring revenue.

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image for news FactSet Research Systems: Visible Path For Upside Valuation Re-Rating
These Were the 5 Worst-Performing Stocks in the S&P 500 in September 2025 -- and One's Decline Can Be Tied to President Trump
DECK, FDS, KMX, KVUE, SNPS
Published: October 08, 2025 by: The Motley Fool
Sentiment: Negative

It's fun to follow stocks that soared recently, and it can be sobering to see which ones have plunged -- especially if you're a shareholder. So here's a look at the worst-performing stocks in the S&P 500 index of 500 of America's biggest companies -- in September.

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image for news These Were the 5 Worst-Performing Stocks in the S&P 500 in September 2025 -- and One's Decline Can Be Tied to President Trump
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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image for news Top 50 High-Quality Dividend Growth Stocks For October 2025
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
image for news Top 50 High-Quality Dividend Stocks For August 2025
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

About FactSet Research Systems Inc. (FDS)

  • IPO Date 1996-06-28
  • Website https://www.factset.com
  • Industry Financial - Data & Stock Exchanges
  • CEO Sanoke Viswanathan
  • 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.