FDS FactSet Research Systems Inc.

QT70

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

Latest market price

331.32

-4.13-1.23%

Overview Short InterestFilings

FDSQT70FactSet Research Systems Inc.·NYSE

Overview Short InterestFilings

331.32-1.23%

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Signal & projected range

Gap down — mean-reversionHistorical 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 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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TRU-2.37%$81.48 MORN+0.70%$224.89 COIN-2.74%$164.45 MSCI-0.74%$615.62 NDAQ-0.72%$102.56 MCO-1.55%$483.45 ICE-0.67%$162.74 CME-0.09%$305.71

Snapshot

Index	S&P 500	P/E	22.74	EPS (ttm)	14.57	Insider Own	1.40%	Shs Outstand	35.57M	Perf Week	9.83%

Market Cap	11.78B	Forward P/E	15.26	EPS next Y	21.72	Insider Trans	0.00%	Shs Float	35.27M	Perf Month	22.15%

Enterprise Value	13.03B	PEG	1.93	EPS next Q	5.01	Inst Own	-	Short Float	9.01%	Perf Quarter	24.60%

Income	534.00M	P/S	4.76	EPS this Y	10.20%	Inst Trans	-	Short Ratio	3.60	Perf Half Y	47.83%

Sales	2.48B	P/B	5.89	EPS next Y	10.40%	ROA	12.88%	Short Interest	3.18M	Perf YTD	14.17%

Book/sh	56.29	P/C	44.47	EPS next 5Y	11.77%	ROE	25.61%	52W High	339.82 -2.50%	Perf Year	14.28%

Cash/sh	7.45	P/FCF	16.66	EPS past 3/5Y	6.56% 7.06%	ROIC	16.04%	52W Low	185.00 79.09%	Perf 3Y	-25.34%

Dividend Est.	4.64 (1.40%)	EV/EBITDA	14.22	Sales past 3/5Y	5.88% 9.25%	Gross Margin	50.60%	Volatility	3.54% 3.73%	Perf 5Y	-20.14%

Dividend TTM	4.52 (1.36%)	EV/Sales	5.26	EPS Y/Y TTM	-6.30%	Oper. Margin	28.27%	ATR (14)	11.63	Perf 10Y	113.49%

Dividend Ex-Date	Aug 31, 2026	Quick Ratio	0.60	Sales Y/Y TTM	6.68%	Profit Margin	21.54%	RSI (14)	72.40	Recom	3.13

Dividend Gr. 3/5Y	7.54% 7.45%	Current Ratio	0.60	EPS Q/Q	6.09%	SMA20	14.03%	Beta	0.69	Target Price	256.75

Payout	30.78%	Debt/Eq	0.75	Sales Q/Q	6.37%	SMA50	14.46%	Rel Volume	0.66	Prev Close	335.45

Employees	12,694	LT Debt/Eq	0.50	Earnings	Dec 17	SMA200	32.69%	Avg Volume	825.20K	Price	331.32

IPO Date	Jun 28, 1996	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.79% 0.81%	Net Debt/EBITDA	1.43	Volume	542,736	Change	-1.23%

Analyst Ratings

Date	Action	Analyst	Rating	Target
Oct-01-26	Reiterated	Deutsche Bank	Hold	$299 → $301
Oct-01-26	Reiterated	BMO Capital	Market Perform	$275 → $300
Oct-01-26	Reiterated	Wells Fargo	Underweight	$210 → $250
Sep-30-26	Reiterated	UBS	Buy	$236 → $237
Sep-11-26	Reiterated	Deutsche Bank	Hold	$280 → $299
Sep-10-26	Reiterated	Morgan Stanley	Equal Weight	$307 → $300
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

Latest News· Times ET

Oct-20-26

Oct-20-2601:42PM

Hasbro Lifts Annual Outlook Following Third-Quarter Beat; Shares RiseYahoo

08:01AM

FactSet and Nasdaq Private Market Partner to Bring Greater Transparency to Private Markets Dataglobenewswire.com

Oct-16-26

Oct-16-2602:59AM

FactSet Research Systems Inc. (NYSE:FDS) Stock Has Consensus Target Price of $271.79 According to Analystsdefenseworld.net

Oct-13-26

Oct-13-2602:07PM

UnitedHealth Raises Full-Year Earnings Outlook Following Third-Quarter BeatYahoo

Oct-12-26

Oct-12-2601:35PM

Here's Why Investors Should Hold FDS Stock in Their Portfolios Nowzacks.com

Oct-11-26

Oct-11-2612:46PM

Top 50 High-Quality Dividend Growth Stocks For October 2026seekingalpha.com

Oct-08-26

Oct-08-2609:01AM

FactSet Announces Expanded Partnership with Scotia Wealth Managementglobenewswire.com

Oct-06-26

Oct-06-2611:58AM

This Is Why The S&P 500 Is At Record HighsYahoo

08:16AM

SUBSCIRBE Partners with FactSet to Deliver End-to-End Private Markets Solution for Institutional Investors and Wealth Managersprnewswire.com

06:15AM

FactSet: The Story Is Getting Better Post-Earnings (Rating Upgrade)seekingalpha.com

Oct-05-26

Oct-05-2606:52PM

Is It Too Late to Buy FactSet Research Systems Inc (FDS) After 3.9% Rally? GF Value Says Undervaluedgurufocus.com

Oct-01-26

Oct-01-2602:27PM

FactSet Research Analysts Boost Their Forecasts After Upbeat Q4 Resultsbenzinga.com

Sep-30-26

Sep-30-2605:42PM

FactSet Research Systems Inc. (FDS) Q4 2026 Earnings Call Transcriptseekingalpha.com

11:55AM

FactSet's Q4 Earnings Beat Estimates, Revenues Increase 6.3% Y/Yzacks.com

11:05AM

FactSet Research Systems Q4 Earnings Call Highlightsmarketbeat.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 2026 8/31/2026	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
Total Revenue	2,477	2,476	2,322	—	—	—	—	—	—
Cost of Goods Sold Incl. D&A	1,223	1,223	1,098	—	—	—	—	—	—
Gross Profit	1,253	1,253	1,224	—	—	—	—	—	—
Selling, General and Administrative Excl. Other	553	553	476	—	—	—	—	—	—
Research and Development	0	0	301	—	—	—	—	—	—
Other Operating Expense	0	0	-301	—	—	—	—	—	—
Operating Income	700	700	748	—	—	—	—	—	—
Interest Expense	81	55	56	—	—	—	—	—	—
Unusual Expense	—	—	—	—	—	—	—	—	—
Non-Operating Income (Expense)	31	4	29	—	—	—	—	—	—
Net Income Before Taxes	649	650	721	—	—	—	—	—	—
Income Taxes	116	116	124	—	—	—	—	—	—
Consolidated Net Income	534	533	597	—	—	—	—	—	—
Net Income From Continuing Operations	534	533	597	—	—	—	—	—	—
Net Income	534	533	597	—	—	—	—	—	—
EPS (Recurring)	14.62	14.63	15.74	—	—	—	—	—	—
EPS (Basic, Before Extraordinaries)	14.62	14.63	15.74	—	—	—	—	—	—
EPS (Diluted)	14.57	14.57	15.55	—	—	—	—	—	—
EBITDA	916	913	966	—	—	—	—	—	—
Other After Tax Adjustments	—	—	—	—	—	—	—	—	—
Stock Option Compensation Expense	—	—	—	—	—	—	—	—	—
Price To Earnings Ratio	22.74	21.52	24.01	—	—	—	—	—	—
Price To Sales Ratio	4.68	4.56	6.11	—	—	—	—	—	—
Gross Margin	50.59	50.61	52.71	—	—	—	—	—	—
Operating Margin	28.26	28.27	32.21	—	—	—	—	—	—
Net Margin	21.56	21.53	25.71	—	—	—	—	—	—
Shares Outstanding	35	36	38	—	—	—	—	—	—
Market Capitalization	11,596	11,288	14,186	—	—	—	—	—	—
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.