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 - $453.41
Previous CloseN/A
Volume59.42K
Average Volume (3M)910.66K
Market Cap
$8.59B
Enterprise Value$9.94B
Total Cash (Recent Filing)$285.27M
Total Debt (Recent Filing)$1.55B
Price to Earnings (P/E)14.9
Beta0.55
Next Earnings
Jul 01, 2026EPS Estimate
4.45Next Dividend Ex-DateN/A
Dividend Yield1.49%
Share Statistics
EPS (TTM)15.67
Shares Outstanding36,431,126
10 Day Avg. Volume1,051,693
30 Day Avg. Volume910,656
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/Revenue4.14
Enterprise Value/Gross Profit7.97
Enterprise Value/Ebitda10.16
Forecast
1Y Price Target
$249.44Price Target Upside7.18% Upside
Rating ConsensusHold
Number of Analyst Covering10
EPS Forecast (FY)17.7
Revenue Forecast (FY)$2.46B
Bulls Say, Bears Say
Bulls Say
Strong Cash GenerationFactSet generates robust operating cash flow (up from ~$555M in 2021 to ~$799M TTM) and consistently high free cash flow (~$585M–$683M). Durable cash conversion (85%–91% of net income) supports buybacks, reinvestment in products, and financial flexibility over the medium term.
High Margins And Durable ProfitabilityFactSet's high gross and net margins reflect a scalable, software-and-data subscription model with durable pricing power. Strong profitability underpins return on capital (~27%–30%), enabling sustained investment in R&D and AI while preserving cash returns to shareholders over coming quarters.
Subscription Scale, Retention And Product TractionRising ASV, >95% ASV retention and broad multi-product adoption (86% of top clients using 5+ solutions) indicate strong cross-sell and sticky recurring revenue. Growing API/MCP adoption and early AI productivity gains improve monetization potential and reduce unit economics risk long-term.
Bears Say
Sizable Remaining DebtAlthough leverage improved materially versus 2022–2023, FactSet still carries meaningful debt (~$1.55B TTM). That level creates ongoing interest and refinancing sensitivity, reducing flexibility for large strategic moves and increasing the importance of steady cash generation if growth softens.
Slowing Top-line GrowthRevenue growth has decelerated to mid-single digits, reflecting a more mature business. With subscription economics, accelerating revenue now requires sustained cross-sell, pricing/packaging changes, or new product wins; slower topline constrains absolute earnings growth without higher productivity or M&A.
Margin Pressure From Investments And Execution RiskManagement is increasing cloud, AI and professional services spending which compressed adjusted margins. If anticipated productivity gains or monetization from AI take longer or underdeliver, margin and free-cash-flow outcomes could be weaker, raising execution risk over the next several quarters.
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 $453.41 in the past 12 months.
What is Factset Research’s market cap?
Factset Research’s market cap is $8.59B.
When is Factset Research’s upcoming earnings report date?
Factset Research’s upcoming earnings report date is Jul 01, 2026 which is in 14 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 $1.16 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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10
Analyst Consensus
Hold
Average Price Target:
$249.44 (7.18% Upside)
$249.44 (7.18% Upside)
Blogger Sentiment
Bullish
FDS Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 417.2K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Neutral
Last 7 Days ▼ 1.8%
Last 30 Days ▲ 2.5%
Last 30 Days ▲ 2.5%
News Sentiment
Very Bullish
Bullish news 99%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-42.65%
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. 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.
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
$249.44
▲(7.18% Upside)
Technical Analysis
Ownership Overview
0.45% Insiders
29.67% Mutual Funds
35.11% Other Institutional Investors
1.17% Public Companies and Individual Investors