FDS

NYSE·Financial Services·Financial - Data & Stock Exchanges·USA

Latest market price

254.36

+10.40+4.26%

Overview Short InterestFilings

FDSQT38FactSet Research Systems Inc.·NYSE

Overview Short InterestFilings

254.36+4.26%

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Signal & projected range

QT Score downgradeHistorical pattern — not a prediction

Range still being built for this setupWe don’t yet have a frozen historical track record for qt score downgrade to describe a reliable spread of outcomes. The projected range appears once its backtest is established.

Ranges describe how this exact setup resolved in the past — derived from thousands of historical occurrences across QuoTrend’s coverage since 2006, survivorship-corrected to include companies that later delisted. The band is the typical spread (±1σ) of those outcomes, not a forecast; the central value is their average move. Fewer matching cases over longer horizons widen the band and lower its reliability. Backtested results are hypothetical, based on historical data, and do not represent actual trading. Past performance does not guarantee or predict future results. QuoTrend is an educational research tool, not investment advice. Markets involve risk, including loss of principal.

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MORN+3.01%$172.61 MSCI-0.31%$550.79 COIN-1.78%$158.29 NDAQ+1.85%$92.09 MCO-0.16%$471.50 ICE+1.80%$145.79 CME+0.39%$255.31 SPGI+1.52%$426.40

Snapshot

Index	S&P 500	P/E	16.66	EPS (ttm)	15.27	Insider Own	1.42%	Shs Outstand	35.57M	Perf Week	-1.45%

Market Cap	9.05B	Forward P/E	12.97	EPS next Y	19.61	Insider Trans	0.00%	Shs Float	35.43M	Perf Month	17.51%

Enterprise Value	10.33B	PEG	1.88	EPS next Q	4.32	Inst Own	-	Short Float	14.18%	Perf Quarter	11.52%

Income	546.41M	P/S	3.71	EPS this Y	17.11%	Inst Trans	-	Short Ratio	5.43	Perf Half Y	-11.92%

Sales	2.44B	P/B	4.61	EPS next Y	10.24%	ROA	13.50%	Short Interest	5.02M	Perf YTD	-12.35%

Book/sh	-	P/C	11.29	EPS next 5Y	11.40%	ROE	26.58%	52W High	424.64 -40.10%	Perf Year	-38.89%

Cash/sh	-	P/FCF	12.77	EPS past 3/5Y	14.90% 10.01%	ROIC	16.05%	52W Low	185.00 37.49%	Perf 3Y	-40.18%

Dividend Est.	4.64 (1.82%)	EV/EBITDA	10.80	Sales past 3/5Y	7.99% 9.22%	Gross Margin	51.38%	Volatility	3.28% 4.80%	Perf 5Y	-25.45%

Dividend TTM	4.46 (1.75%)	EV/Sales	4.24	EPS Y/Y TTM	9.20%	Oper. Margin	29.55%	ATR (14)	11.60	Perf 10Y	52.00%

Dividend Ex-Date	May 29, 2026	Quick Ratio	0.68	Sales Y/Y TTM	10.71%	Profit Margin	23.21%	RSI (14)	55.21	Recom	3.17

Dividend Gr. 3/5Y	7.54% 7.45%	Current Ratio	0.68	EPS Q/Q	4.21%	SMA20	2.31%	Beta	0.68	Target Price	254.36

Payout	0.77%	Debt/Eq	0.77	Sales Q/Q	6.31%	SMA50	6.34%	Rel Volume	0.83	Prev Close	243.96

Employees	12,598	LT Debt/Eq	0.70	Earnings	Sep 17	SMA200	2.58%	Avg Volume	923.96K	Price	254.36

IPO Date	Jun 28, 1996	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.75% 1.03%	Net Debt/EBITDA	1.34	Volume	762,360	Change	4.26%

Analyst Ratings

Date	Action	Analyst	Rating	Target
Jul-06-26	Reiterated	Barclays	Underweight	$210 → $216
Jul-02-26	Reiterated	UBS	Buy	$380 → $340
Jul-02-26	Reiterated	Deutsche Bank	Hold	$461 → $280
Jul-02-26	Reiterated	Jefferies	Hold	$305 → $253
Jul-02-26	Reiterated	Evercore ISI Group	In Line	$321 → $275
Jul-02-26	Reiterated	Wells Fargo	Underweight	$215 → $210
Jul-02-26	Reiterated	BMO Capital	Market Perform	$305 → $275
Jul-01-26	Reiterated	Stifel Nicolaus	Hold	$248 → $254
Jun-18-26	Reiterated	Redburn Partners	Neutral	$215
May-27-26	Reiterated	RBC Capital	Sector Perform	$503 → $240

Company

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.

Ownership

Per-holder 13F data hasn't been ingested for this ticker yet.

Financial Statements

DataTimeframe

Line Item (USD, M)	TTM —	FY 2025 8/31/2025	FY 2024 8/31/2024	FY 2023 8/31/2023	FY 2022 8/31/2022	FY 2021 8/31/2021	FY 2020 8/31/2020	FY 2019 8/31/2019	FY 2018 8/31/2018
Total Revenue	2,439	2,322	2,203	2,086	1,844	1,591	1,494	1,435	1,350
Cost of Goods Sold Incl. D&A	1,186	1,098	1,012	973	871	786	695	663	659
Gross Profit	1,253	1,224	1,191	1,112	973	805	799	772	691
Selling, General and Administrative Excl. Other	532	476	213	160	433	331	343	334	320
Research and Development	0	301	266	267	255	250	0	0	217
Other Operating Expense	0	-301	11	56	-191	-250	16	0	-212
Operating Income	720	748	701	630	475	474	440	438	366
Interest Expense	80	56	66	66	36	8	10	17	16
Unusual Expense	—	—	—	—	—	—	—	—	—
Non-Operating Income (Expense)	54	29	16	21	4	2	-3	1	2
Net Income Before Taxes	694	721	652	585	444	468	427	422	352
Income Taxes	128	124	114	117	47	68	54	69	85
Consolidated Net Income	567	597	537	468	397	400	373	353	267
Net Income From Continuing Operations	567	597	537	468	397	400	373	353	267
Net Income	567	597	537	468	397	400	373	353	267
EPS (Recurring)	15.27	15.74	14.11	12.26	10.48	10.56	9.83	9.25	6.90
EPS (Basic, Before Extraordinaries)	15.27	15.74	14.11	12.26	10.48	10.56	9.83	9.25	6.90
EPS (Diluted)	15.19	15.55	13.91	12.04	10.25	10.36	9.65	9.08	6.78
EBITDA	956	966	873	788	610	583	540	498	425
Other After Tax Adjustments	—	—	—	—	—	—	—	—	—
Stock Option Compensation Expense	—	—	—	—	—	—	—	—	—
Price To Earnings Ratio	16.75	24.01	30.40	36.25	42.28	36.70	36.31	29.97	33.83
Price To Sales Ratio	3.86	6.11	7.29	7.95	8.93	9.08	8.91	7.21	6.63
Gross Margin	51.37	52.71	54.06	53.31	52.77	50.60	53.48	53.80	51.19
Operating Margin	29.52	32.21	31.82	30.20	25.76	29.79	29.45	30.52	27.11
Net Margin	23.25	25.71	24.38	22.44	21.53	25.14	24.97	24.60	19.78
Shares Outstanding	37	38	38	38	38	38	38	38	39
Market Capitalization	9,411	14,186	16,068	16,584	16,467	14,448	13,315	10,339	8,946
Operating Lease Expense	—	—	—	—	—	—	—	—	—

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Insider Trading Volume

Insider Trading

Insider	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Frank Malcolm	Director	Jan 12 '26	Option Exercise	207.88	2,572	534,667	3,451	Jan 14
Frank Malcolm	Director	Jan 12 '26	Sale	295.70	2,572	760,548	879	Jan 14
SIEGEL LAURIE	Director	Jan 08 '26	Option Exercise	207.88	2,572	534,667	3,609	Jan 12
SIEGEL LAURIE	Director	Jan 08 '26	Sale	296.25	2,572	761,944	1,037	Jan 12
ABRAMS ROBIN ANN	Director	Jan 07 '26	Option Exercise	207.88	2,572	534,667	14,886	Jan 08
Skoko Goran	EVP, Chief Revenue Officer	Nov 06 '25	Buy	252.93	500	126,465	9,192	Nov 10
Ellis Christopher R	EVP, Initiatives & P'ships	Nov 01 '25	Option Exercise	0.00	352	0	24,370	Nov 03
Shan Helen L.	EVP, Chief Financial Officer	Nov 01 '25	Option Exercise	0.00	1,009	0	10,293	Nov 03
Moskoff Gregory T	MD,Controller and CAO	Nov 01 '25	Option Exercise	0.00	190	0	259	Nov 03
Stepp Katherine M	Chief Technology Officer (CTO)	Nov 01 '25	Option Exercise	0.00	367	0	979	Nov 03
Costigan John	Chief Data Officer	Nov 01 '25	Option Exercise	0.00	367	0	686	Nov 03
Robie Robert J.	EVP, Institutional Buyside	Nov 01 '25	Option Exercise	0.00	505	0	2,555	Nov 03
Skoko Goran	EVP, Chief Revenue Officer	Nov 01 '25	Option Exercise	0.00	612	0	5,066	Nov 03
Karnovsky Kristina W	EVP, Dealmakers & Wealth	Nov 01 '25	Option Exercise	0.00	505	0	2,787	Nov 03
Shan Helen L.	EVP, Chief Financial Officer	Oct 06 '25	Buy	275.48	370	101,928	9,284	Oct 08