FDS — FactSet Research Systems Inc. stock price, charts and financials

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

Latest market price

279.17

-9.83-3.40%

Overview Short InterestFilings

FDSQT53FactSet Research Systems Inc.·NYSE

Overview Short InterestFilings

279.17-3.40%

Analyst

Down 3.4% — William Blair upgraded to Outperform.

High confidence

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Signal & projected range

Analyst upgradeHistorical pattern — not a prediction

Recent priceDays this stock last showed the setupRange of past outcomes (±1σ)

Horizon

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Over the next 20 trading days, similar setups historically landed in a measured range of outcomes. Unlock with Premium to see the median return, the typical range, and how often they were positive. This is the historical range of outcomes — not a prediction of this stock’s price.

Ranges describe how this exact setup resolved in the past — derived from thousands ofhistorical 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-1.22%$198.09 TRU-0.77%$77.05 MSCI+0.57%$554.54 COIN-2.36%$174.72 NDAQ-0.86%$94.22 MCO-1.39%$474.57 ICE-0.80%$156.50 CME-1.27%$274.70

Snapshot

Index	S&P 500	P/E	18.38	EPS (ttm)	15.19	Insider Own	1.42%	Shs Outstand	35.57M	Perf Week	-8.60%

Market Cap	9.93B	Forward P/E	12.77	EPS next Y	21.85	Insider Trans	0.00%	Shs Float	35.44M	Perf Month	-1.74%

Enterprise Value	11.16B	PEG	1.58	EPS next Q	4.34	Inst Own	-	Short Float	10.14%	Perf Quarter	13.45%

Income	567.00M	P/S	4.07	EPS this Y	29.69%	Inst Trans	-	Short Ratio	3.79	Perf Half Y	31.68%

Sales	2.44B	P/B	4.89	EPS next Y	10.93%	ROA	13.50%	Short Interest	3.59M	Perf YTD	-3.80%

Book/sh	57.13	P/C	32.66	EPS next 5Y	11.62%	ROE	26.58%	52W High	375.48 -25.65%	Perf Year	-25.62%

Cash/sh	8.55	P/FCF	15.16	EPS past 3/5Y	14.90% 10.01%	ROIC	16.05%	52W Low	185.00 50.90%	Perf 3Y	-35.89%

Dividend Est.	4.64 (1.66%)	EV/EBITDA	11.68	Sales past 3/5Y	7.99% 9.22%	Gross Margin	51.38%	Volatility	3.43% 3.54%	Perf 5Y	-26.58%

Dividend TTM	4.52 (1.62%)	EV/Sales	4.58	EPS Y/Y TTM	9.20%	Oper. Margin	29.55%	ATR (14)	11.46	Perf 10Y	56.55%

Dividend Ex-Date	Aug 31, 2026	Quick Ratio	0.68	Sales Y/Y TTM	10.71%	Profit Margin	23.21%	RSI (14)	43.75	Recom	3.13

Dividend Gr. 3/5Y	7.54% 7.45%	Current Ratio	0.68	EPS Q/Q	4.21%	SMA20	-5.80%	Beta	0.76	Target Price	251.09

Payout	0.77%	Debt/Eq	0.70	Sales Q/Q	6.31%	SMA50	1.58%	Rel Volume	0.84	Prev Close	289.00

Employees	12,694	LT Debt/Eq	0.70	Earnings	Sep 30	SMA200	11.72%	Avg Volume	937.46K	Price	279.17

IPO Date	Jun 28, 1996	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.75% 1.03%	Net Debt/EBITDA	1.34	Volume	785,020	Change	-3.40%

Analyst Ratings

Date	Action	Analyst	Rating	Target
Sep-08-26	Upgrade	William Blair	Market Perform → Outperform
Aug-27-26	Reiterated	UBS	Buy	$240 → $304
Jul-06-26	Reiterated	Barclays	Underweight	$210 → $216
Jul-02-26	Reiterated	UBS	Buy	$380 → $340
Jul-02-26	Reiterated	Wells Fargo	Underweight	$215 → $210
Jul-02-26	Reiterated	Evercore ISI Group	In Line	$321 → $275
Jul-02-26	Reiterated	Jefferies	Hold	$305 → $253
Jul-02-26	Reiterated	Deutsche Bank	Hold	$461 → $280
Jul-02-26	Reiterated	BMO Capital	Market Perform	$305 → $275
Jul-01-26	Reiterated	Stifel Nicolaus	Hold	$248 → $254

Latest News· Times ET

Sep-09-26

Sep-09-2610:35AM

Here's Why You Should Retain FactSet Stock in Your Portfolio Nowzacks.com

Sep-08-26

Sep-08-2605:35AM

Take the Zacks Approach to Beat the Markets: Oportun Financial, Uranium Royalty & Amgen in Focuszacks.com

Sep-05-26

Sep-05-2610:30PM

Summer Flings And HeartbreaksSeekingAlpha

Sep-04-26

Sep-04-2606:55AM

FactSet Research (FDS) is a Top-Ranked Momentum Stock: Should You Buy?zacks.com

Sep-03-26

Sep-03-2606:41AM

Here's Why FactSet Research (FDS) is a Strong Value Stockzacks.com

05:50AM

Baron Focused Growth Fund Q2 2026 Portfolio Updateseekingalpha.com

12:33AM

Benjamin Edwards Inc. Grows Stock Position in FactSet Research Systems Inc. $FDSdefenseworld.net

Sep-02-26

Sep-02-2609:01AM

FactSet (FDS) Upgraded to Buy: Here's Whyzacks.com

03:00AM

FactSet Schedules Fourth Quarter 2026 Earnings Callglobenewswire.com

Aug-30-26

Aug-30-2611:16AM

S&P 500 and Dow Jones Outlook: Top Three Catalysts This WeekBenzinga

Aug-27-26

Aug-27-2601:39AM

Bamco Inc. NY Invests $966.53 Million in FactSet Research Systems Inc. $FDSdefenseworld.net

Aug-26-26

Aug-26-2610:30PM

FactSet Research Systems Inc. (NYSE:FDS) Receives Average Rating of “Reduce” from Analystsdefenseworld.net

Aug-24-26

Aug-24-2612:07AM

BlackRock Inc. Makes New $657.66 Million Investment in FactSet Research Systems Inc. $FDSdefenseworld.net

Aug-23-26

Aug-23-2609:53AM

Top Catalysts for the Dow Jones and Nasdaq 100 This WeekBenzinga

Aug-21-26

Aug-21-2606:56AM

FactSet Stock Jumps 58% in 6 Months: Here's What You Should Knowzacks.com

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	—	—	—	—	—	—
Cost of Goods Sold Incl. D&A	1,186	1,098	1,012	—	—	—	—	—	—
Gross Profit	1,253	1,224	1,191	—	—	—	—	—	—
Selling, General and Administrative Excl. Other	532	476	213	—	—	—	—	—	—
Research and Development	0	301	266	—	—	—	—	—	—
Other Operating Expense	0	-301	11	—	—	—	—	—	—
Operating Income	720	748	701	—	—	—	—	—	—
Interest Expense	80	56	66	—	—	—	—	—	—
Unusual Expense	—	—	—	—	—	—	—	—	—
Non-Operating Income (Expense)	54	29	16	—	—	—	—	—	—
Net Income Before Taxes	694	721	652	—	—	—	—	—	—
Income Taxes	128	124	114	—	—	—	—	—	—
Consolidated Net Income	567	597	537	—	—	—	—	—	—
Net Income From Continuing Operations	567	597	537	—	—	—	—	—	—
Net Income	567	597	537	—	—	—	—	—	—
EPS (Recurring)	15.27	15.74	14.11	—	—	—	—	—	—
EPS (Basic, Before Extraordinaries)	15.27	15.74	14.11	—	—	—	—	—	—
EPS (Diluted)	15.19	15.55	13.91	—	—	—	—	—	—
EBITDA	956	966	873	—	—	—	—	—	—
Other After Tax Adjustments	—	—	—	—	—	—	—	—	—
Stock Option Compensation Expense	—	—	—	—	—	—	—	—	—
Price To Earnings Ratio	18.38	24.01	30.40	—	—	—	—	—	—
Price To Sales Ratio	4.24	6.11	7.29	—	—	—	—	—	—
Gross Margin	51.37	52.71	54.06	—	—	—	—	—	—
Operating Margin	29.52	32.21	31.82	—	—	—	—	—	—
Net Margin	23.25	25.71	24.38	—	—	—	—	—	—
Shares Outstanding	37	38	38	—	—	—	—	—	—
Market Capitalization	10,329	14,186	16,068	—	—	—	—	—	—
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

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QuoTrend signals describe historical patterns and statistics — educational information, not investment advice or a recommendation to buy or sell. Past performance doesn’t guarantee future results. Every figure traces to QuoTrend data. Historical patterns — not a prediction or advice.