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Factset Research (FDS)
NYSE:FDS
FDS Stock Chart & Stats
$207.32
-$0.58(-0.13%)
At close: 4:00 PM EST
$207.32
-$0.58(-0.13%)
Day’s Range― - ―
52-Week Range$201.80 - $474.79
Previous CloseN/A
Volume59.42K
Average Volume (3M)612.68K
Market Cap
$7.76B
Enterprise Value$9.04B
Total Cash (Recent Filing)$292.68M
Total Debt (Recent Filing)$1.56B
Price to Earnings (P/E)13.3
Beta0.46
Next Earnings
Mar 19, 2026EPS Estimate
4.39Next Dividend Ex-DateN/A
Dividend Yield1.49%
Share Statistics
EPS (TTM)4.51
Shares Outstanding37,099,260
10 Day Avg. Volume971,205
30 Day Avg. Volume612,683
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 Cap1.17
Enterprise Value/Revenue3.83
Enterprise Value/Gross Profit7.33
Enterprise Value/Ebitda9.19
Forecast
1Y Price Target
$291.82Price Target Upside40.76% Upside
Rating ConsensusHold
Number of Analyst Covering12
EPS Forecast (FY)17.54
Revenue Forecast (FY)$2.45B
Bulls Say, Bears Say
Bulls Say
Revenue Growth And ASV AlignmentOrganic revenue growth accelerated across multiple segments and aligned with ASV expansion, signaling stronger recurring demand that supports future sales momentum.
Subscription Business StabilityA predominantly subscription-based model and growing wealth exposure create stable, predictable revenue streams that help buffer the business against economic cyclicality.
Wealth Segment ExpansionRobust ASV growth in the wealth segment and several six-figure client wins indicate effective incumbent displacement and the potential for meaningful market share gains in a steadier end market.
Bears Say
ASV Growth Deceleration ConcernsMarket reaction to signs of implied ASV deceleration raises doubts about the company’s long-term top-line trajectory and could pressure valuation expectations.
Investor Skepticism And AI Disruption RiskInvestor skepticism about macro dynamics and potential disruption from generative AI has weighed on the stock and could sustain negative sentiment despite solid operating metrics.
Margin Pressure From Planned InvestmentsSignificant planned investment spending to support growth initiatives is expected to act as a multi-hundred-basis-point headwind to margins, constraining 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 $201.80 and its highest was $474.79 in the past 12 months.
What is Factset Research’s market cap?
Factset Research’s market cap is $7.76B.
When is Factset Research’s upcoming earnings report date?
Factset Research’s upcoming earnings report date is Mar 19, 2026 which is in 39 days.
How were Factset Research’s earnings last quarter?
Factset Research released its earnings results on Dec 18, 2025. The company reported $4.51 earnings per share for the quarter, beating the consensus estimate of $4.357 by $0.153.
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 4.39.
How many shares outstanding does Factset Research have?
Factset Research has 37,099,260 shares outstanding.
What happened to Factset Research’s price movement after its last earnings report?
Factset Research reported an EPS of $4.51 in its last earnings report, beating expectations of $4.357. Following the earnings report the stock price went down -7.679%.
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:
$291.82 (40.76% Upside)
$291.82 (40.76% Upside)
Blogger Sentiment
Bullish
FDS Sentiment 90%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 21.8K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $1.4M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▲ 0.1%
Last 30 Days ▼ 6.4%
Last 30 Days ▼ 6.4%
News Sentiment
Bearish
Bullish news 40%
Bearish news 60%
Bearish news 60%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-54.86%
12-Months-Change
Fundamentals
Return on Equity
28.83%
Trailing 12-Months
Asset Growth
4.25%
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
Q1 2025
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call reflected a positive sentiment with strong ASP growth, increased share repurchase authorization, and substantial AI product adoption. Despite some concerns about rising expenses and limited new client growth, the company demonstrated confidence in its strategic initiatives and market positioning.View all FDS earnings summariesFDS Revenue Breakdown
64.87% Americas
24.99% EMEA
10.14% APAC
FDS Stock 12 Month Forecast
Average Price Target
$291.82
▲(40.76% Upside)
Technical Analysis
Ownership Overview
0.42% Insiders
26.46% Mutual Funds
0.28% Other Institutional Investors
42.18% Public Companies and Individual Investors