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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)1.01M
Market Cap
$8.79B
Enterprise Value$9.60B
Total Cash (Recent Filing)$304.24M
Total Debt (Recent Filing)$1.57B
Price to Earnings (P/E)16.2
Beta0.52
Next Earnings
Sep 17, 2026EPS Estimate
4.34Next Dividend Ex-DateN/A
Dividend Yield1.49%
Share Statistics
EPS (TTM)15.27
Shares Outstanding35,565,544
10 Day Avg. Volume982,776
30 Day Avg. Volume1,005,298
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 Cap1.09
Enterprise Value/Revenue3.94
Enterprise Value/Gross Profit7.66
Enterprise Value/Ebitda10.04
Forecast
1Y Price Target
$250.50Price Target Upside7.64% Upside
Rating ConsensusModerate Sell
Number of Analyst Covering13
EPS Forecast (FY)17.77
Revenue Forecast (FY)$2.46B
Bulls Say, Bears Say
Bulls Say
Strong Cash GenerationFactSet’s consistently high free cash flow and operating cash that exceed net income provide durable financial flexibility. Strong cash conversion funds R&D, strategic AI investments, sustained dividends and buybacks, and cushions execution risk without needing disruptive external financing.
High And Stable ProfitabilityElevated gross and net margins reflect durable pricing power and a scalable subscription/data business model. These margins support reinvestment and returns while absorbing targeted investments, helping sustain long-term earnings power despite a maturing revenue growth profile.
Sticky Contracts, ASV Growth & AI AdoptionVery high retention, longer multi‑year enterprise deals and accelerating ASV—partly driven by AI SKUs—indicate durable revenue visibility. AI-led upsell and longer contract terms raise lifetime value, supporting structural revenue growth and reducing churn sensitivity over multiple quarters.
Bears Say
Near-term Margin CompressionTargeted investments and higher non‑compensation spend have trimmed operating margins materially. If productivity gains from these investments take longer than expected, margin recovery may lag, pressuring adjusted operating profit and limiting reinvestment or shareholder returns in the medium term.
Rising Token And Infrastructure CostsEmerging consumption‑based AI costs (token/infrastructure) introduce a variable cost component to a historically subscription-fixed model. Without effective pass-throughs or productivity offsets, these expenses can erode gross margins and complicate contract economics as AI usage scales.
Execution And Morale Risk From RestructuringSignificant tech headcount cuts to redeploy capacity raise execution, delivery and morale risks. Disruption could slow product roadmaps, delay AI/productivity gains, and increase retention costs, undermining the very efficiency improvements the cuts aim to realize over the medium term.
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 $8.79B.
When is Factset Research’s upcoming earnings report date?
Factset Research’s upcoming earnings report date is Sep 17, 2026 which is in 65 days.
How were Factset Research’s earnings last quarter?
Factset Research released its earnings results on Jul 01, 2026. The company reported $4.53 earnings per share for the quarter, beating the consensus estimate of $4.45 by $0.08.
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 4.34.
How many shares outstanding does Factset Research have?
Factset Research has 35,565,544 shares outstanding.
What happened to Factset Research’s price movement after its last earnings report?
Factset Research reported an EPS of $4.53 in its last earnings report, beating expectations of $4.45. Following the earnings report the stock price went up 6.724%.
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
1
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5
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7
8
9
10
Analyst Consensus
Moderate Sell
Average Price Target:
$250.50 (7.64% Upside)
$250.50 (7.64% Upside)
Blogger Sentiment
Bullish
FDS Sentiment 70%
Sector Average 67%
Sector Average 67%
Hedge Fund Trend
Increased
By 417.2K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Negative
Last 7 Days ▼ 0.4%
Last 30 Days ▼ 0.9%
Last 30 Days ▼ 0.9%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-44.14%
12-Months-Change
Fundamentals
Return on Equity
27.22%
Trailing 12-Months
Asset Growth
-3.38%
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 Revenue Breakdown
64.87% Americas
24.99% EMEA
10.14% APAC

FDS Stock 12 Month Forecast
Average Price Target
$250.50
▲(7.64% Upside)
Technical Analysis
Ownership Overview
0.42% Insiders
31.31% Mutual Funds
0.23% Other Institutional Investors
35.20% Public Companies and
Individual Investors












