Factset Research (FDS)
NYSE:FDS
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FDS Stock Chart & Stats
$232.73
-$0.58(-0.13%)
At close: 4:00 PM EST
$232.73
-$0.58(-0.13%)
Day’s Range― - ―
52-Week Range$185.00 - $474.79
Previous CloseN/A
Volume59.42K
Average Volume (3M)1.01M
Market Cap
$8.29B
Enterprise Value$9.58B
Total Cash (Recent Filing)$285.27M
Total Debt (Recent Filing)$1.55B
Price to Earnings (P/E)15.0
Beta0.60
Next Earnings
Jun 19, 2026EPS Estimate
4.45Next Dividend Ex-DateN/A
Dividend Yield1.49%
Share Statistics
EPS (TTM)15.67
Shares Outstanding36,431,126
10 Day Avg. Volume1,026,786
30 Day Avg. Volume1,013,143
Financial Highlights & Ratios
PEG Ratio2.05
Price to Book (P/B)6.48
Price to Sales (P/S)6.10
P/FCF Ratio22.93
Enterprise Value/Market Cap1.16
Enterprise Value/Revenue3.99
Enterprise Value/Gross Profit7.68
Enterprise Value/Ebitda10.22
Forecast
1Y Price Target
$246.64Price Target Upside5.98% Upside
Rating ConsensusHold
Number of Analyst Covering12
EPS Forecast (FY)17.74
Revenue Forecast (FY)$2.46B
Bulls Say, Bears Say
Bulls Say
AI-enabled Client EngagementDeepening AI adoption, rising API usage, and increased demand for dedicated data delivery are strengthening client reliance on the company’s proprietary data and expanding product usage.
Raised Guidance And Broad Commercial MomentumResults that exceeded estimates combined with higher full-year revenue and earnings guidance reflect broad-based commercial wins across institutional, wealth, and market infrastructure customers.
Subscription Growth And Contract MixAccelerating organic subscription value and a shift toward longer-duration, enterprise contracts point to more durable recurring revenue and improved customer retention.
Bears Say
AI-related Competitive ThreatAI-native platforms offering broader features at lower price points risk compressing the company’s pricing power and eroding long-term market share for traditional licensing models.
Customer Acquisition Challenges And Upsell RelianceLonger sales cycles are reducing new customer wins and increasing dependence on upselling existing clients to sustain subscription revenue growth.
Margin Pressure From ReinvestmentSustained reinvestment, including higher compensation and increased cloud technology spending, is putting pressure on operating margins and could limit near-term profitability.
Factset Research News
FDS FAQ
What was Factset Research’s price range in the past 12 months?
Factset Research lowest stock price was $185.00 and its highest was $474.79 in the past 12 months.
What is Factset Research’s market cap?
Factset Research’s market cap is $8.29B.
When is Factset Research’s upcoming earnings report date?
Factset Research’s upcoming earnings report date is Jun 19, 2026 which is in 46 days.
How were Factset Research’s earnings last quarter?
Factset Research released its earnings results on Mar 31, 2026. The company reported $4.46 earnings per share for the quarter, beating the consensus estimate of $4.383 by $0.077.
Is Factset Research overvalued?
According to Wall Street analysts Factset Research’s price is currently Undervalued.
Does Factset Research pay dividends?
Factset Research pays a Quarterly dividend of $1.1 which represents an annual dividend yield of 1.49%. See more information on Factset Research dividends here
What is Factset Research’s EPS estimate?
Factset Research’s EPS estimate is 4.45.
How many shares outstanding does Factset Research have?
Factset Research has 36,431,126 shares outstanding.
What happened to Factset Research’s price movement after its last earnings report?
Factset Research reported an EPS of $4.46 in its last earnings report, beating expectations of $4.383. Following the earnings report the stock price went up 6.082%.
Which hedge fund is a major shareholder of Factset Research?
Currently, no hedge funds are holding shares in FDS
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Factset Research Stock Smart Score
Neutral
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Analyst Consensus
Hold
Average Price Target:
$246.64 (5.98% Upside)
$246.64 (5.98% Upside)
Blogger Sentiment
Bullish
FDS Sentiment 92%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 120.0K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 3.6%
Last 30 Days ▼ 1.2%
Last 30 Days ▼ 1.2%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-44.71%
12-Months-Change
Fundamentals
Return on Equity
27.22%
Trailing 12-Months
Asset Growth
-0.51%
Trailing 12-Months
Company Description
Factset Research
FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
FDS Company Deck
FDS Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a strong set of operational and commercial positives: accelerating organic ASV growth across geographies and client types, revenue and EPS growth, multiple notable client wins and product traction (MCP Server/API growth), meaningful early productivity gains from AI, and a raised fiscal outlook. Lowlights are primarily execution and timing-related (margin compression driven by deliberate investments, a higher tax rate, regional softness in parts of EMEA, and some client-count churn). Management communicated clear strategies to convert productivity gains into funding for growth and to evolve pricing/packaging for an AI-driven market. Overall, highlights substantially outweigh the lowlights, although there are execution risks tied to investment pacing and industry-wide AI-driven shifts in client economics.View all FDS earnings summariesFDS Revenue Breakdown
64.87% Americas
24.99% EMEA
10.14% APAC
FDS Stock 12 Month Forecast
Average Price Target
$246.64
▲(5.98% Upside)
Technical Analysis
Ownership Overview
0.45% Insiders
27.74% Mutual Funds
9.08% Other Institutional Investors
30.25% Public Companies and Individual Investors