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FactSet Research Systems Inc. FDS

Financial — Financial Data & Stock Exchanges
S&P 500 Member Dividend Aristocrat Cash Flow Champion (3y) Insider Buys (last 12m)
Indexes indicate stock being part of an index ,
Growth Flags show if company had growth for consecutive years ,
Insider Buys alert about insiders buying in the last 12 month

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Insider Decisions

Total buys
0.23
Total sells
1.52
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy 1 1 — — — — — — — — — —
Sell 1 — — 2 — — — — — — — —
Insider Ownership
1.83%

Capital & Financial Ratios

Market Cap
9,920.00
Revenue
2,438.46
Net Income
565.97
Free Cash Flow
708.31
Net Debt
1,085.47
Current Ratio
0.68
Debt/Equity
0.68
P/E ratio
18.60
P/S ratio
4.20
P/B ratio
5.04
Past 5Y EPS Growth
8.91%
This Y EPS Growth
5.08%
Next Y EPS Growth
10.76%
Next 5Y EPS Growth
8.84%
in millions of $

Dividends

Payout Ratio
0.31
Annual Dividend Rate
3.74
Annual Dividend Yield
0.86%
total individual payouts
2028 ‡‡‡‡‡
2027 ‡‡‡‡‡
2026 4.50
—
—
—
2025 4.34
—
—
—
—
2024 4.10
—
—
—
—
2023 3.83
—
—
—
—
2022 3.49
—
—
—
—
2021 3.23
—
—
—
—
2020 3.03
—
—
—
—
2019 2.80
—
—
—
—
2018 2.48
—
—
—
—
2017 2.18
—
—
—
—
2016 2.44
—
—
—
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 457.65 492.60 355.10 304.24
Receivables 237.67 228.05 270.68 289.99
Inventory — — — —
Other 50.61 60.09 — —
770.14 835.85 729.76 727.52
2023 2024 2025 Q'26
Payables 121.82 178.25 135.26 163.98
ST’ Debt 29.00 124.84 — 499.16
Other 303.00 — — —
484.25 667.07 521.31 1,064.71
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Nov Feb May Aug Year
’26 607.62 611.02 622.92 —
—
’25 568.67 570.66 585.52 596.90
2,321.75
’24 542.22 545.95 552.71 562.19
2,203.06
’23 504.82 515.09 529.81 535.80
2,085.51
’22 424.73 431.12 488.75 499.30
1,843.89
’21 388.21 391.79 399.56 411.89
1,591.45
’20 366.66 369.78 374.08 383.59
1,494.11
in millions of $

Operating Cash Flow

Nov Feb May Aug Year
’26 121.28 211.69 284.52 —
—
’25 86.37 173.96 253.83 212.10
726.26
’24 155.14 143.80 238.24 163.16
700.34
’23 106.64 164.68 218.59 155.67
645.57
’22 72.92 122.03 191.97 151.35
538.28
’21 89.28 140.66 140.31 184.98
555.23
’20 95.79 99.67 150.95 159.43
505.84
in millions of $

Free Cash Flow

Nov Feb May Aug Year
’26 90.44 185.69 254.05 —
—
’25 60.50 150.22 228.60 178.13
617.45
’24 138.68 121.88 216.90 137.20
614.66
’23 88.68 147.22 192.58 156.31
584.79
’22 64.34 110.07 176.57 136.15
487.12
’21 70.94 130.24 121.66 171.07
493.90
’20 69.01 74.55 139.94 144.69
428.20
in millions of $

EPS

Nov Feb May Aug Year
’26 4.06 3.59 3.50 —
—
’25 3.89 3.76 3.87 4.03
15.55
’24 3.84 3.65 4.09 2.32
13.91
’23 3.52 3.38 3.46 1.68
12.03
’22 2.79 2.84 1.93 2.69
10.25
’21 2.62 2.50 2.62 2.63
10.36
’20 2.43 2.30 2.63 2.29
9.65

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

3.2
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 345.92 377.89 391.84 250.50 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 486.49 478.60 499.87 484.33 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11,203 12,237 12,398 12,800 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.16 0.17 0.18 0.18 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,843.89 2,085.51 2,203.06 2,321.75 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 52.76% 53.33% 54.07% 52.72% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 443.59 583.95 651.50 720.96 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 24.06% 28.00% 29.57% 31.05% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 396.92 468.17 537.13 597.04 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 129.72 137.73 155.59 188.67 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 48.70 54.60 57.89 61.22 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 10.25 12.26 14.11 15.74 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14.22 16.90 18.40 19.15 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.35) (1.59) (2.25) (2.87) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.87 15.31 16.15 16.28 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 35.16 42.41 50.25 57.65 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 37.86 38.19 38.06 37.92 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 42.28 36.16 30.24 23.42 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.90 7.99 7.37 6.03 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.32 10.29 8.49 6.40 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9.70 8.56 7.77 6.49 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 36.71 30.53 27.84 24.40 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 538.28 645.57 700.34 726.26 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (51.16) (60.79) (85.68) (108.81) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 487.12 584.79 614.66 617.45 — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 432.06 285.88 168.78 208.45 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,011.42 1,641.70 1,365.97 1,368.26 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,474.93 1,184.05 873.38 1,013.16 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,331.41 1,619.93 1,912.46 2,186.41 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.72% 11.74% 13.40% 14.28% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10.59% 14.02% 15.73% 14.62% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 33.81% 31.73% 30.41% 29.13% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

FactSet Research Systems (FDS) shines as a leader in financial data and analytics, leveraging cloud-native platforms and AI-driven workflows to capitalize on digital transformation and emerging markets. Despite trading 38% below recent highs amid market volatility, the company boasts robust fundamentals: revenue has surged 95% since 2016 to $2.20 billion (9% CAGR), accelerating post-2020 acquisitions like Moody’s Analytics, with projections hitting $2.73 billion by 2028. Margins are rebounding—EBT at 31%, gross steady at 53-54%—while EPS is forecast to climb 36% to $19.20, fueled by efficiency gains (revenue per employee up 32%) and a fortress balance sheet with FCF nearly doubling and net debt down 40%.

The stock’s dip creates a rare entry point, with forward PE cratering to 10.7x by 2028 (30% below historicals) and EV/Sales at 6.5x compressing to 3x, decoupling from steady earnings growth. Insider buys from key execs in late 2025 signal confidence amid routine selling, and Wall Street targets imply up to 106% upside, betting on FactSet’s moat in private markets, AI, and subscriptions (90%+ recurring). Risks from competition exist, but 28% margins provide buffer—this coiled spring could deliver 50%+ returns in 2-3 years.

Read full commentary →

FactSet Research Systems Inc. (FDS) Latest News

News by impact score

Fine-tune

10 Sep

3 , 5:45 AM
FactSet Research Systems Inc. shares fell in pre-market trading after fiscal third-quarter sales missed estimates despite an adjusted earnings beat, leading to a cut in full-year guidance. Sales miss and full-year guidance cut point to near-term revenue pressure that can sway investor views on performance.

5 Sep

3 , 8:13 AM
FactSet Research Systems expanded its credit facilities, raising questions over potential shifts in its investment profile and future financial strategy. Expanded credit facilities may improve financial flexibility but are unlikely to fundamentally alter FactSet's core operations or long-term trajectory.

2 Sep

3 , 8:12 AM
FactSet Research Systems Inc. (FDS) may be 20% overvalued based on credit and dividend analysis. Overvaluation signals tied to credit and dividends can shift investor sentiment and near-term stock price.

27 Aug

3 , 11:09 AM
FactSet Research Systems Inc. is poised to deliver fiscal Q4 revenue beat and improved fiscal 2027 guidance, according to RBC. Analyst forecast of revenue outperformance and raised guidance points to moderate positive effects on near-term stock sentiment.

19 Aug

4 , 11:11 AM
FactSet advances AI initiatives via Google Cloud partnership while executing capital returns, prompting questions on whether these moves shift the bullish outlook for the company. AI collaboration with Google Cloud plus capital returns represent major strategic initiatives likely to reshape FactSet's competitive positioning and investor views.

17 Aug

4 , 9:33 AM
FactSet Research Systems (FDS) trades at a discount despite integrating AI into its workflows. AI workflow integration represents a major strategic move that could significantly alter competitive positioning and investor sentiment.

14 Aug

3 , 8:47 AM
FactSet Research Systems Inc. sees soaring profit margins that may not reflect positive developments for the company. Soaring profit margins raise doubts about FactSet's long-term financial health.

6 Aug

3 , 8:49 AM
Biopharma royalty firm beats earnings estimates and raises guidance yet shares decline after the report. Earnings beat with raised outlook signals solid results while post-report stock dip reflects limited market enthusiasm.

5 Aug

3 , 4:21 PM
FactSet Research Systems Inc. (FDS) shares dropped sharply after the company reported earnings. Earnings release caused immediate stock price decline for FactSet Research Systems Inc.

3 Aug

3 , 6:09 PM
FactSet expanded its RepRisk partnership, potentially strengthening the company's data moat and altering investor perceptions of FDS competitive positioning. Expanded RepRisk partnership may moderately enhance FactSet data capabilities and competitive stance without fundamentally shifting company trajectory.

30 Jul

4 , 7:15 AM
Ralliant fiscal Q2 adjusted earnings and revenue rose, with fiscal 2026 guidance raised. Earnings growth and raised guidance point to stronger financial results likely to lift stock performance and sentiment.

29 Jul

3 , 3:07 PM
FactSet Research Systems (FDS) completes tie-up with RepRisk, sustaining the undervalued narrative around the stock. RepRisk partnership adds ESG data capabilities that may modestly support FactSet positioning and sentiment without major trajectory shifts.

3 , 8:24 AM
FactSet Research Systems Inc. posted higher adjusted EPS and net sales in Flex Fiscal Q1, issued Q2 guidance, and raised its Fiscal 2027 outlook. Earnings increase and raised long-term outlook point to stronger expected financial results.

28 Jul

3 , 8:01 AM
FactSet Research Systems expands partnership with RepRisk to strengthen sustainable investing solutions suite for clients. Expanded RepRisk partnership bolsters FactSet ESG product offerings with potential to improve competitive stance in sustainable finance.

24 Jul

3 , 12:12 PM
FactSet (FDS) launches insurance analytics rollout, potentially causing stock to trade below fair value. Insurance analytics rollout may moderately affect FactSet valuation and competitive positioning without fundamentally altering long-term trajectory.

3 www.wsj.com, 7:47 AM
FactSet Research Systems Inc. charter revenue declines again amid continuing subscriber losses. Repeated charter revenue drops tied to subscriber losses point to ongoing pressure on core growth metrics.

15 Jul

3 , 3:17 AM
FactSet Research Systems (FDS) Q3 earnings reaffirm the outlook while the company faces a valuation test. Q3 earnings reaffirm outlook for FactSet amid valuation test.

4 Jul

4 , 8:53 AM
FactSet Research Systems Inc. partners with Google Cloud to integrate Gemini AI into its financial platform. AI integration partnership represents major strategic move strengthening FactSet product capabilities and market positioning.

3 Jul

4 , 5:14 PM
FactSet Research Systems stock rose 19.8% after AI tie-ups and buyback completion, raising questions on whether the bull case changed. AI tie-ups and completed buybacks represent major strategic moves that can significantly alter company trajectory and investor sentiment.

2 Jul

3 , 8:16 AM
FactSet Research Systems sustains strong AI-driven annual subscription value growth despite margin pressures per Morgan Stanley. Analyst note affirms robust ASV growth supporting moderate positive effects on FactSet performance and sentiment.

3 , 6:21 AM
FactSet Research Systems Inc. reported Q3 earnings, highlighting strong demand for AI products and growth in annual subscription value. Q3 earnings call points to AI demand and ASV growth that can support revenue trajectory but remain incremental rather than transformative.

1 Jul

4 transcript www.fool.com, 8:32 PM
FactSet (FDS) released its Q3 2026 earnings call transcript detailing quarterly financial results, guidance, and executive commentary on operations and outlook. Earnings transcript discloses results and guidance that directly drive stock price and valuation changes.

4 , 5:00 PM
FactSet Research Systems Inc (FDS) reported strong ASV growth in its Q3 2026 earnings call. Strong ASV growth in quarterly results signals improved recurring revenue and positive investor sentiment for FDS.

3 investorshub.advfn.com, 10:02 AM
FactSet Research Systems Inc. beat third-quarter earnings expectations, but weak forward outlook disappointed investors and triggered a share price decline. Mixed earnings beat and soft outlook signal moderate near-term pressure on stock performance without altering long-term fundamentals.

3 , 9:40 AM
FactSet Research Systems Inc. (FDS) beat Q3 earnings estimates driven by organic revenue growth. Quarterly earnings beat offers moderate positive signal for near-term sentiment but does not indicate major strategic or competitive shifts.

3 , 8:48 AM
FactSet Research Systems Inc. exceeded quarterly profit estimates amid consistent demand for its data and analytics services. Earnings beat on steady demand supports moderate short-term stock and sentiment effects without signaling major strategic or operational shifts.

3 , 8:15 AM
FactSet Research Systems Inc. (FDS) beat consensus estimates for Q3 earnings and revenue. Q3 earnings and revenue beat provides positive signal on financial performance and may lift near-term investor sentiment.

3 , 7:00 AM
FactSet Research Systems Inc. reported financial results for its third quarter of 2026. Quarterly earnings updates typically drive moderate short-term share price moves without signaling strategic shifts.

3 , 6:08 AM
S&P Global stock may appear fully valued after launching new AI data products. SPGI AI data launch adds competitive pressure in financial analytics affecting FDS.

30 Jun

3 www.wealthmanagement.com, 1:25 PM
FactSet Research Systems Inc. invests in TIFIN.AI and partners on development of agentic workflows. Investment and partnership adds AI workflow capabilities with moderate effects on FactSet product offerings and positioning.
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