GoAI
Get started
FactSet Research Systems Inc. logo

FactSet Research Systems Inc.

FDS

NYSEFinancial ServicesFinancial - Data & Stock Exchanges

Open in GoAI

Previous close

$299.91

−$0.15 · -0.05%

Aug 21, 4:00 PM ET

FDS company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

81

Deep Value

Momentum

45

Neutral

Sentiment

67

Bullish

Risk resilience

42

Elevated Risk

Full GoAI research

Thesis, catalysts, evidence, and risk analysis.

View full GoAI research

AI-generated, informational only, and not investment advice.

Company profile

Company website

FactSet Research Systems Inc. is a financial intelligence firm providing a comprehensive suite of integrated data and analytical software. The company serves the global investment community, with its operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. FactSet delivers critical insights and information through specialized workflow solutions covering research, analytics, and trading, complemented by its content, technology platforms, and wealth management resources. Its diverse clientele includes portfolio managers, investment banks, asset managers, wealth advisors, corporate entities, and various other financial sector organizations. FactSet was established in 1978 and is headquartered in Norwalk, Connecticut.

Industry
Financial - Data & Stock Exchanges
Sector
Financial Services
Headquarters
US
CEO
Sanoke Viswanathan
Listed since
Jun 28, 1996
Employees
12,694

Market position

Day range

Current $299.91

52-week range

Current $299.91

Open
$297.05
Previous close
$300.06
Volume
387.35K
0.43× average
Average volume
902.35K
Average daily volume
Market cap
10.67B USD
Beta
0.69
Market reference 1
50-day average
$257.03
+16.68% above average
200-day average
$247.86
+21.00% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

P/E (TTM)
19.64×
P/B (TTM)
5.43×
P/S (TTM)
4.37×
Dividend yield
1.49%

Profitability & efficiency

Gross margin
51.38%
Operating margin
29.55%
Net margin
23.21%

Financial health

Debt / equity
0.77×

Earnings

EPS beat rate
82%
9 beats, 2 misses, 0 met estimates
Average EPS surprise
+3.11%
11 comparable reports
Latest EPS result
4.53
Estimate 4.45 · Beat by 1.80%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates4.714.434.153.87Q4 '24BeatQ1 '25BeatQ2 '25MissQ3 '25MissQ4 '25BeatQ1 '26BeatQ3 '26BeatQ3 '26Estimate
Q4 2024, reported Dec 19, 2024: actual 4.37, estimate 4.25, surprise +2.82%, Beat. Q1 2025, reported Mar 20, 2025: actual 4.28, estimate 4.17, surprise +2.64%, Beat. Q2 2025, reported Jun 23, 2025: actual 4.27, estimate 4.3, surprise -0.70%, Miss. Q3 2025, reported Sep 18, 2025: actual 4.05, estimate 4.13, surprise -1.94%, Miss. Q4 2025, reported Dec 18, 2025: actual 4.51, estimate 4.36, surprise +3.44%, Beat. Q1 2026, reported Mar 31, 2026: actual 4.46, estimate 4.38, surprise +1.83%, Beat. Q3 2026, reported Jul 1, 2026: actual 4.53, estimate 4.45, surprise +1.80%, Beat. Q3 2026, reported Sep 17, 2026: actual —, estimate 4.34, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates654.27M616.17M578.07M539.97MQ4 '24BeatQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ3 '26BeatQ3 '26Estimate
Q4 2024, reported Dec 19, 2024: actual 568.67M USD, estimate 565.14M USD, surprise +0.62%, Beat. Q1 2025, reported Mar 20, 2025: actual 570.66M USD, estimate 570.36M USD, surprise +0.05%, Beat. Q2 2025, reported Jun 23, 2025: actual 585.52M USD, estimate 580.76M USD, surprise +0.82%, Beat. Q3 2025, reported Sep 18, 2025: actual 596.9M USD, estimate 592.81M USD, surprise +0.69%, Beat. Q4 2025, reported Dec 18, 2025: actual 607.62M USD, estimate 600.76M USD, surprise +1.14%, Beat. Q1 2026, reported Mar 31, 2026: actual 611.02M USD, estimate 604.79M USD, surprise +1.03%, Beat. Q3 2026, reported Jul 1, 2026: actual 622.92M USD, estimate 617.91M USD, surprise +0.81%, Beat. Q3 2026, reported Sep 17, 2026: actual —, estimate 629.11M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Rating distribution

29 ratings
Strong buy00%
Buy27%
Hold2069%
Sell724%
Strong sell00%

FDS news

zacks.com

FactSet Stock Jumps 58% in 6 Months: Here's What You Should Know

FDS' 58% six-month surge reflects repeated earnings beats, expanding cash flow and partnerships that strengthened market perception.

Read source
defenseworld.net

Aurora Investment Counsel Makes New $1.98 Million Investment in FactSet Research Systems Inc. $FDS

Aurora Investment Counsel acquired a new stake in FactSet Research Systems Inc. (NYSE: FDS) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The…

Read source
gurufocus.com

FactSet Research Systems Inc (FDS) Stock Up 3.3% and Still Undervalued -- GF Score: 90/100

On August 13, 2026, FactSet Research Systems Inc (FDS) shares rose 3.3% to a current price of $287.18. This increase comes amidst a 52-week range that has seen

Read source
zacks.com

Here's Why FactSet Research (FDS) is a Strong Growth Stock

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Read source
globenewswire.com

FactSet Declares Dividend

NORWALK, Conn., Aug. 13, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS), a leading global intelligence and AI solutions provider to the financial markets, today announced that its Board of Directors approved a…

Read source
defenseworld.net

Assenagon Asset Management S.A. Boosts Stake in FactSet Research Systems Inc. $FDS

Assenagon Asset Management S.A. raised its stake in shares of FactSet Research Systems Inc. (NYSE: FDS) by 89.4% during the undefined quarter, according to its most recent filing with the Securities and Exchange…

Read source

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$4.34

2025 complete year+34.4% since 2021

2026 partial: $2.26

* Partial calendar year in the available dividend history.

Corporate action history

DividendUpcoming

Ex-dividend Aug 31, 2026

$1.16

Quarterly

Record Aug 31, 2026 · Payment Sep 17, 2026

Dividend

Ex-dividend May 29, 2026

$1.16

Quarterly

Record May 29, 2026 · Payment Jun 18, 2026

Dividend

Ex-dividend Feb 27, 2026

$1.10

Quarterly

Record Feb 27, 2026 · Payment Mar 19, 2026

Dividend

Ex-dividend Nov 28, 2025

$1.10

Quarterly

Record Nov 28, 2025 · Payment Dec 18, 2025

Dividend

Ex-dividend Aug 29, 2025

$1.10

Quarterly

Record Aug 29, 2025 · Payment Sep 18, 2025

Dividend

Ex-dividend May 30, 2025

$1.10

Quarterly

Record May 30, 2025 · Payment Jun 18, 2025

FDS peers

Berkshire Hathaway Inc. logo

BRK-B

Berkshire Hathaway Inc.

$495.82

-0.21%

Berkshire Hathaway Inc. logo

BRK-A

Berkshire Hathaway Inc.

$743,500

-0.15%

JPMorgan Chase & Co. logo

JPM

JPMorgan Chase & Co.

$351.58

+0.01%

Visa Inc. logo

V

Visa Inc.

$371.04

+1.45%

Mastercard Incorporated logo

MA

Mastercard Incorporated

$580.63

+1.18%

Bank of America Corporation logo

BAC

Bank of America Corporation

$61.69

-0.27%

ETFs holding FDS

Funds reporting this stock among their holdings, ordered by reported position size.

Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
305.39M
Weight
0.01%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
Vanguard S&P 500 ETF logoVanguard S&P 500 ETFVOO
Market value
251.53M
Weight
0.01%
AUM
1.7T USD
Expense ratio
0.03%
Price / 1D
$703.71+0.39%
Invesco S&P 500 Equal Weight ETF logoInvesco S&P 500 Equal Weight ETFRSP
Market value
224.99M
Weight
0.23%
AUM
100.27B USD
Expense ratio
0.20%
Price / 1D
$221.67+0.63%
Vanguard Morningstar Small-Cap ETF logoVanguard Morningstar Small-Cap ETFVB
Market value
220.47M
Weight
0.12%
AUM
183.4B USD
Expense ratio
0.03%
Price / 1D
$304.76+0.64%
ProShares - S&P 500 Dividend Aristocrats ETF logoProShares - S&P 500 Dividend Aristocrats ETFNOBL
Market value
203.34M
Weight
1.70%
AUM
11.98B USD
Expense ratio
0.35%
Price / 1D
$58.75+0.55%
iShares Core S&P 500 ETF logoiShares Core S&P 500 ETFIVV
Market value
147.3M
Weight
0.02%
AUM
891.84B USD
Expense ratio
0.03%
Price / 1D
$769.31+0.39%
State Street SPDR S&P 500 ETF logoState Street SPDR S&P 500 ETFSPY
Market value
135.92M
Weight
0.02%
AUM
817.87B USD
Expense ratio
0.09%
Price / 1D
$765.72+0.41%
Vanguard Morningstar Small-Cap Growth ETF logoVanguard Morningstar Small-Cap Growth ETFVBK
Market value
126.74M
Weight
0.28%
AUM
43.8B USD
Expense ratio
0.05%
Price / 1D
$358.65+0.70%

Continue in GoAI

Research FDS

research.disclaimer