FactSet Research Systems Inc. provides integrated financial information and analytical applications to investment and corporate communities in the Americas, EMEA, and Asia Pacific. The company is headquartered in Norwalk, Connecticut.
| Revenue (TTM) | $2.48B |
| Gross Profit (TTM) | $1.25B |
| EBITDA | $880.79M |
| Operating Margin | 24.70% |
| Return on Equity | 25.50% |
| Return on Assets | 10.40% |
| Revenue/Share (TTM) | $67.90 |
| Book Value | $56.55 |
| Price-to-Book | 4.89 |
| Price-to-Sales (TTM) | 4.33 |
| EV/Revenue | 4.586 |
| EV/EBITDA | 11.70 |
| Quarterly Earnings Growth (YoY) | -15.20% |
| Quarterly Revenue Growth (YoY) | 6.30% |
| Shares Outstanding | $35.57M |
| Float | $35.27M |
| % Insiders | 0.37% |
| % Institutions | 115.14% |
Volatility is currently contracting
FactSet's expanding AI adoption, automation-driven efficiency & strong free cash flow support growth, but rising competition & margin pressures pose risks.
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NORWALK, Conn., Oct. 08, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a leading global intelligence and AI solutions provider to the financial markets, today announced an expansion of its partnership with Scotia Wealth Management, part of the Scotiabank group of companies.
Integration streamlines investor onboarding to private funds, digitalizes fund subscriptions, and centralizes investment reporting for institutional investors wealth managers NEW YORK, October 6, 2026 /PRNewswire/ -- SUBSCRIBE, the global fintech company providing the leading enterprise operating system for alternative investments, today announced a strategic partnership with FactSet (NYSE: FDS | NASDAQ: FDS), a leading global data and AI solutions provider to the financial markets. The partnership integrates SUBSCRIBE's private markets workflow and data solution into FactSet's leading platform for trusted data, research, & analytics, and advisor and client intelligence, delivering an end-to-end private markets experience for institutional investors and wealth managers.
FactSet (FDS) is upgraded to Hold as fundamentals improved and valuation is now attractive after prior underperformance. FDS reported FY26 revenue up 6.7% to $2.48B, with free cash flow growing 14.6% to $707.5MM, though margin compression persists. AI product traction is accelerating, with AI-related solutions comprising over 10% of new ASV in Q4 and strong MCP adoption.
FactSet Research Systems Inc. (NYSE:FDS) on Wednesday posted upbeat earnings for the fourth quarter and issued weaker-than-expected fiscal 2027 guidance.
FDS's Q4'26 earnings and revenues beat estimates as organic ASV rises 7%, while the FY27 guidance points to continued growth.
FactSet Research Systems NYSE: FDS reported record fourth-quarter organic annual subscription value, or ASV, growth for fiscal 2026, as the financial-data provider cited demand for AI-enabled products, data feeds and enterprise agreements.
While the top- and bottom-line numbers for FactSet (FDS) give a sense of how the business performed in the quarter ended August 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
FactSet Research (FDS) came out with quarterly earnings of $4.52 per share, beating the Zacks Consensus Estimate of $4.32 per share. This compares to earnings of $4.05 per share a year ago.
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