FDS — FactSet Research Systems Inc. stock price, charts and financials
QT53FactSet Research Systems Inc.FactSet Research Systems Inc. (NYSE: FDS) is a Financial Services company in the Financial - Data & Stock Exchanges industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | S&P 500 | P/E | 18.70 | EPS (ttm) | 15.27 | Insider Own | 1.42% | Shs Outstand | 35.57M | Perf Week | 8.50% |
| Market Cap | 10.16B | Forward P/E | 14.56 | EPS next Y | 19.61 | Insider Trans | 0.00% | Shs Float | 35.44M | Perf Month | 18.05% |
| Enterprise Value | 11.44B | PEG | 2.12 | EPS next Q | 4.30 | Inst Own | - | Short Float | 14.18% | Perf Quarter | 27.50% |
| Income | 546.42M | P/S | 4.17 | EPS this Y | 17.11% | Inst Trans | - | Short Ratio | 5.43 | Perf Half Y | 36.52% |
| Sales | 2.44B | P/B | 5.17 | EPS next Y | 10.24% | ROA | 13.50% | Short Interest | 5.02M | Perf YTD | -1.59% |
| Book/sh | - | P/C | 12.67 | EPS next 5Y | 11.40% | ROE | 26.58% | 52W High | 399.04 -27.90% | Perf Year | -27.13% |
| Cash/sh | - | P/FCF | 14.34 | EPS past 3/5Y | 14.90% 10.01% | ROIC | 16.05% | 52W Low | 186.39 54.36% | Perf 3Y | -34.22% |
| Dividend Est. | 4.64 (1.61%) | EV/EBITDA | 11.97 | Sales past 3/5Y | 7.99% 9.22% | Gross Margin | 51.38% | Volatility | 3.49% 4.07% | Perf 5Y | -20.07% |
| Dividend TTM | 4.46 (1.55%) | EV/Sales | 4.69 | EPS Y/Y TTM | 9.20% | Oper. Margin | 29.55% | ATR (14) | 12.14 | Perf 10Y | 64.94% |
| Dividend Ex-Date | May 29, 2026 | Quick Ratio | 0.68 | Sales Y/Y TTM | 10.71% | Profit Margin | 23.21% | RSI (14) | 63.62 | Recom | 3.17 |
| Dividend Gr. 3/5Y | 7.54% 7.45% | Current Ratio | 0.68 | EPS Q/Q | 4.21% | SMA20 | 8.29% | Beta | 0.70 | Target Price | 254.36 |
| Payout | 0.77% | Debt/Eq | 0.77 | Sales Q/Q | 6.31% | SMA50 | 14.30% | Rel Volume | 0.91 | Prev Close | 285.57 |
| Employees | 12,800 | LT Debt/Eq | 0.70 | Earnings | Sep 17 | SMA200 | 15.39% | Avg Volume | 961.48K | Price | 287.71 |
| IPO Date | Jun 28, 1996 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 1.75% 1.03% | Net Debt/EBITDA | 1.34 | Volume | 878,515 | Change | 0.75% |
| 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 | Evercore ISI Group | In Line | $321 → $275 |
| Jul-02-26 | Reiterated | Jefferies | Hold | $305 → $253 |
| Jul-02-26 | Reiterated | Wells Fargo | Underweight | $215 → $210 |
| 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 |
| Jun-18-26 | Reiterated | Redburn Partners | Neutral | $215 |
| May-27-26 | Reiterated | RBC Capital | Sector Perform | $503 → $240 |
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.
Per-holder 13F data hasn't been ingested for this ticker yet.
| 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 | 18.94 | 24.01 | 30.40 | — | — | — | — | — | — | |
| Price To Sales Ratio | 4.36 | 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 | 10,645 | 14,186 | 16,068 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Frank Malcolm | Director | Jan 12 '26 | Sale | 295.70 | 2,572 | 760,548 | 879 | Jan 14 |
| Frank Malcolm | Director | Jan 12 '26 | Option Exercise | 207.88 | 2,572 | 534,667 | 3,451 | 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 |
| Karnovsky Kristina W | EVP, Dealmakers & Wealth | Nov 01 '25 | Option Exercise | 0.00 | 505 | 0 | 2,787 | Nov 03 |
| Skoko Goran | EVP, Chief Revenue Officer | Nov 01 '25 | Option Exercise | 0.00 | 612 | 0 | 5,066 | Nov 03 |
| 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 |
| Shan Helen L. | EVP, Chief Financial Officer | Oct 06 '25 | Buy | 275.48 | 370 | 101,928 | 9,284 | Oct 08 |