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Factset Research (FDS)
NYSE:FDS
FDS Stock Chart & Stats
Day’s Range― - ―
52-Week Range$391.84 - $499.87
Previous CloseN/A
Volume59.42K
Average Volume (3M)310.90K
Market Cap
$17.50B
Enterprise Value$20.09B
Total Cash (Recent Filing)N/A
Total Debt (Recent Filing)N/A
Price to Earnings (P/E)33.0
Beta0.77
Next Earnings
Apr 01, 2025EPS Estimate
4.21Next Dividend Ex-Date
Feb 28, 2025Dividend Yield0.89%
Share Statistics
EPS (TTM)13.96
Shares Outstanding38,030,045
10 Day Avg. Volume215,273
30 Day Avg. Volume310,903
Standard Deviation0.06
R-Squared0.45
Alpha0.00191
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)7.85
Price to Cash Flow (P/CF)50.70
P/FCF Ratio44.50
Enterprise Value/Market Cap1.15
Enterprise Value/RevenueN/A
Enterprise Value/Gross Profit16.87
Enterprise Value/Ebitda22.71
Forecast
1Y Price Target
$466.14Price Target Upside>-0.01% Downside
Rating ConsensusHold
Number of Analyst Covering8
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Bulls Say, Bears Say
Bulls Say
Acquisition And IntegrationThe acquisition of LiquidityBook enhances FDS' cloud-native OMS and IBOR capabilities, improving front-office integration and automation.
Market PenetrationFDS sees a number of growth levers to penetrate its $40B Total Addressable Market.
Product InnovationFDS showcased numerous GenAI-enabled products across firm types that are expected to fuel growth going forward.
Bears Say
Earnings ImpactThe deal was funded by FDS' existing revolving credit facility and is expected to be modestly dilutive to FY25 earnings.
Margin ChallengesSignificant investment required in the business limiting margin expansion.
Monetization UncertaintyMonetization path for the new Gen AI product is still uncertain.
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Ownership Overview
0.22% Insiders
29.42% Mutual Funds
30.15% Other Institutional Investors
12.53% Public Companies and Individual Investors
Risk Analysis
Main Risk Category
Finance & CorporateFinancial and accounting risks. Risks related to the execution of corporate activity and strategy
Website Traffic
Sorry, No Data AvailableThere is no website visitor data available for this stock.
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FDS FAQ
What was Factset Research’s price range in the past 12 months?
Factset Research lowest stock price was $391.84 and its highest was $499.87 in the past 12 months.
What is Factset Research’s market cap?
Factset Research’s market cap is $17.50B.
When is Factset Research’s upcoming earnings report date?
Factset Research’s upcoming earnings report date is Apr 01, 2025 which is in 39 days.
How were Factset Research’s earnings last quarter?
Factset Research released its earnings results on Dec 19, 2024. The company reported $4.37 earnings per share for the quarter, beating the consensus estimate of $4.276 by $0.094.
Is Factset Research overvalued?
According to Wall Street analysts Factset Research’s price is currently Overvalued.
Does Factset Research pay dividends?
Factset Research pays a Quarterly dividend of $4.097 which represents an annual dividend yield of 0.89%. See more information on Factset Research dividends here
What is Factset Research’s EPS estimate?
Factset Research’s EPS estimate is 4.21.
How many shares outstanding does Factset Research have?
Factset Research has 38,030,045 shares outstanding.
What happened to Factset Research’s price movement after its last earnings report?
Factset Research reported an EPS of $4.37 in its last earnings report, beating expectations of $4.276. Following the earnings report the stock price went up 3.526%.
Which hedge fund is a major shareholder of Factset Research?
Currently, no hedge funds are holding shares in FDS
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Factset Research Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$466.14 (>-0.01% Downside)
$466.14 (>-0.01% Downside)
Blogger Sentiment
Bullish
FDS Sentiment 100%
Sector Average 68%
Sector Average 68%
Hedge Fund Trend
Increased
By 23.1K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $1.9M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 3.7%
Last 30 Days ▼ 0.8%
Last 30 Days ▼ 0.8%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
2.64%
12-Months-Change
Fundamentals
Return on Equity
29.17%
Trailing 12-Months
Asset Growth
2.46%
Trailing 12-Months
Company Description
Factset Research
FactSet Research Systems, Inc. provides integrated financial information, analytical applications and industry services for the investment and corporate communities. The company operates its business through the following segments: Research, Analytics & Trading, Wealth, and Content & Technology Solutions. The Research Solutions segment focuses on company analysis, idea generation, and research management. The tools within Research provide solutions to analyze public and private companies, generate ideas and discover opportunities with its proprietary data. It also allows users to monitor the global markets, to gain industry and market insights, and to collaborate on and share information across teams. The Analytics & Trading Solutions Analytics segment addresses processes around portfolio analytics, risk management and performance measurement and attribution. It also focuses on client reporting, portfolio construction, trade execution and order management. The Wealth Solutions segment is specific to the wealth management industry and creates offerings that enable wealth professionals across an entire enterprise, including home office, advisory, and client engagement. The Content & Technology Solutions segment focuses on delivering value to its clients in the way they want to consume it. Its goal is to reduce the number of customizations by standardizing and bundling its proprietary data into data feeds. FactSet Research Systems was founded by Howard E. Wille and Charles J. Snyder in September 1978 and is headquartered in Norwalk, CT.
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FDS Company Deck
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FDS Earnings Call
Q1 2024
0:00 / 0:00
Earnings Call Sentiment|Neutral
FactSet's Q1 2025 earnings call reveals a positive start with solid financial performance and strong client retention. Technological advancements and strategic acquisitions show promising growth potential. However, macroeconomic uncertainties and specific sector pressures present challenges. Despite these, the company is optimistic about future growth, particularly in the second half of the year.Read More>---
FDS Revenue Breakdown
64.45% Americas
25.56% EMEA
9.99% APAC
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FDS Stock 12 Month Forecast
Average Price Target
$466.14
▼(>-0.01% Downside)
Technical Analysis
Best Analysts Covering FDS
1 Year
1 Year Success Rate
6/13 ratings generated profit
1 Year Average Return
-3.50%
reiterated a sell rating 2 months ago
Copying Manav Patnaik's trades and holding each position for 1 Year would result in 46.15% of your transactions generating a profit, with an average return of -3.50% per trade.
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