Inside the research
FactSet Research Systems Inc.
FDS Research profile · latest available data
Price overview
$273.08
▲ +1.83 (+0.7%)
| 52w hi | $313.55 |
|---|---|
| 52w lo | $187.46 |
| Vol | 406.40K |
| As of | 25 Sep 2026 |
The Verdict
Our score +1.27
| Short | +2.42 |
|---|---|
| Medium | +0.68 |
| Long | +0.12 |
computed 2026-09-27
Key fundamentals
FactSet Research Systems Inc.
Financial Services · Financial Data & Stock Exchanges
| Market cap | $9.71B |
|---|---|
| Enterprise value | $10.98B |
| Trailing P/E | 17.99x |
| Forward P/E | 13.84x |
| EV / EBITDA | 11.77x |
| P / S (ttm) | 3.98x |
| Profit margin | 23.2% |
| Return on equity | 27.0% |
| Revenue growth | +6.4% |
| Earnings growth | -9.6% |
| Debt / equity | 77.28 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.23 | |
| Sector | +0.02 | |
| Technical | +0.17 | |
| Earnings | +0.32 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
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.
Risk Metrics
| Beta vs SPX | 0.45 |
|---|---|
| Corr SPX | 0.19 |
| Annual vol | 37.3% |
| Annual ret | -19.7% |
| Sharpe | -0.53 |
| Max DD | -61.7% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $252.44 |
|---|---|
| High / Low | $380.00 / $200.00 |
| Median | $245.50 |
| Analysts | 16 |
| Strong Buy | 1 | |
|---|---|---|
| Buy | 2 | |
| Hold | 10 | |
| Sell | 3 | |
| Strong Sell | 2 |
Recent rating actions
| 2026-04-01 | Wells Fargo | → Underweight |
| 2026-04-01 | UBS | → Buy |
| 2026-04-01 | Goldman Sachs | → Sell |
| 2026-03-18 | RBC Capital | → Sector Perform |
| 2026-02-23 | Barclays | → Underweight |
| 2026-02-17 | Wells Fargo | → Underweight |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-01 | Earnings Release, Exhibits | read |
| 2026-04-08 | Officer / Director Change, Exhibits | read |
| 2026-03-31 | Earnings Release, Exhibits | read |
| 2026-03-04 | Officer / Director Change, Exhibits | read |
| 2025-12-22 | Officer / Director Change, Bylaws Amendment… | read |
| 2025-12-18 | Earnings Release, Exhibits | read |
| 2025-09-18 | Earnings Release, Officer / Director Change… | read |
| 2025-06-23 | Earnings Release, Exhibits | read |
| 2025-06-03 | Officer / Director Change, Exhibits | read |
| 2025-04-08 | Material Agreement, Termination of Agreement… | read |
| 2025-03-20 | Earnings Release, Exhibits | read |
| 2025-02-10 | Reg FD Disclosure, Exhibits | read |
Dividends
| Yield (TTM) | 0.81% |
|---|---|
| $ / share (TTM) | $2.20 |
| 5y CAGR | +7.5% |
Annual dividend per share
| 2021 | $3.23 |
|---|---|
| 2022 | $3.49 |
| 2023 | $3.83 |
| 2024 | $4.10 |
| 2025 | $4.34 |
| 2026 | $1.10 |
SEC Filings
The Long Run
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $2.20B | +20.9% | |
| Operating income | $629.21M | +8.1% | |
| Net income | $537.13M | +19.3% | |
| Cash from ops | $645.57M | +8.4% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $269.87 | $276.58 | $269.38 | $273.08 | 406.40K |
| Sep 24 | $281.94 | $285.34 | $270.56 | $271.25 | 680.00K |
| Sep 23 | $276.75 | $283.69 | $275.83 | $279.43 | 434.10K |
| Sep 22 | $288.16 | $288.90 | $276.36 | $276.42 | 789.20K |
| Sep 21 | $285.13 | $289.78 | $281.88 | $284.10 | 669.70K |
Understand the score. Research layers are inputs to a model, and the available data has limits.
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