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Factset Research (FDS)
NYSE:FDS
FDS Stock Chart & Stats
$209.27
-$0.58(-0.13%)
At close: 4:00 PM EST
$209.27
-$0.58(-0.13%)
Day’s Range― - ―
52-Week Range$185.00 - $474.79
Previous CloseN/A
Volume59.42K
Average Volume (3M)1.05M
Market Cap
$7.76B
Enterprise Value$9.12B
Total Cash (Recent Filing)$292.68M
Total Debt (Recent Filing)$1.56B
Price to Earnings (P/E)17.0
Beta0.41
Next Earnings
Mar 31, 2026EPS Estimate
4.37Next Dividend Ex-DateN/A
Dividend Yield1.49%
Share Statistics
EPS (TTM)4.51
Shares Outstanding37,099,260
10 Day Avg. Volume854,866
30 Day Avg. Volume1,052,243
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/Revenue3.86
Enterprise Value/Gross Profit7.39
Enterprise Value/Ebitda9.26
Forecast
1Y Price Target
$239.83Price Target Upside14.60% Upside
Rating ConsensusModerate Sell
Number of Analyst Covering6
EPS Forecast (FY)17.51
Revenue Forecast (FY)$2.45B
Bulls Say, Bears Say
Bulls Say
Pricing StrategyCommercial reset tightening pricing and packaging is designed to curb discounting and reduce revenue leakage, which can support margin recovery and stronger pricing power.
Recurring Revenue ResilienceSubscription-based business model and organic revenue growth aligned with contracted subscription value enhance revenue visibility and provide buffers against economic cyclicality.
Wealth-management GrowthExpansion into wealth-management and home-office workflows creates a high-quality growth driver as adoption of related services extends into new client workflows.
Bears Say
AI-related Competitive PressureAI-driven moat compression shifts value toward data feeds and APIs, which could weaken pricing power for per-seat licenses and pressure revenue per user.
Customer Acquisition And Sales Cycle RiskLonger sales cycles reduce new customer wins and raise reliance on upselling existing clients, heightening execution risk for subscription revenue growth.
Investment-driven Margin PressureSustained technology and AI investments are expected to squeeze profit margins, increasing the capital intensity required to support growth initiatives.
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 $7.76B.
When is Factset Research’s upcoming earnings report date?
Factset Research’s upcoming earnings report date is Mar 31, 2026 which is in 8 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 4.37.
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
Moderate Sell
Average Price Target:
$239.83 (14.60% Upside)
$239.83 (14.60% Upside)
Blogger Sentiment
Bullish
FDS Sentiment 92%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 120.0K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $1.5M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Positive
Last 7 Days ▼ 0.9%
Last 30 Days ▲ 2.5%
Last 30 Days ▲ 2.5%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-50.73%
12-Months-Change
Fundamentals
Return on Equity
28.00%
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
$239.83
▲(14.60% Upside)
Technical Analysis
Ownership Overview
0.44% Insiders
27.42% Mutual Funds
28.65% Other Institutional Investors
13.85% Public Companies and Individual Investors