Want to see FDS full AI Analyst Report?
FDS Stock Chart & Stats
$254.36
$12.25(4.82%)
At close: 4:00 PM EDT
$254.36
$12.25(4.82%)
Day’s Range― - ―
52-Week Range$185.00 - $396.06
Previous CloseN/A
Volume218.22K
Average Volume (3M)960.92K
Market Cap
$9.36B
Enterprise Value$10.14K
Total Cash (Recent Filing)$304.24M
Total Debt (Recent Filing)$1.57B
Price to Earnings (P/E)17.2
Beta0.51
Next Earnings
Sep 17, 2026EPS Estimate
4.34Next Dividend Ex-DateN/A
Dividend Yield1.69%
Share Statistics
EPS (TTM)15.27
Shares Outstanding35,565,544
10 Day Avg. Volume812,321
30 Day Avg. Volume960,923
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 Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$250.50Price Target Upside-1.52% Downside
Rating ConsensusModerate Sell
Number of Analyst Covering13
EPS Forecast (FY)17.79
Revenue Forecast (FY)$2.47B
Bulls Say, Bears Say
Bulls Say
Strong Free Cash Flow ConversionFactSet converts a large share of reported earnings into cash: operating cash flow typically exceeds net income and free cash flow runs roughly 85–91% of net income. Durable cash conversion supports repeatable reinvestment in product, sustained buybacks/dividends, and balance sheet optionality for strategic initiatives.
High And Resilient MarginsSustained gross margins above 50% and net margins in the low-to-mid 20s reflect pricing power and a scalable subscription model. These structural margins enable strong return on equity, provide a buffer for targeted investments like AI, and help preserve long-term profitability as revenue growth matures.
Sticky Subscription Revenue & AI-driven UpsellAnnual Subscription Value growth, >95% retention, longer enterprise contract terms and early AI SKU contributions indicate durable, sticky revenue. Broad AI adoption among top clients supports sustainable upsell, higher ASPs for users, and longer contract lives that should steady recurring revenue over the medium term.
Bears Say
Operating Margin Compression From InvestmentsManagement's targeted investments and higher non-compensation spending reduced adjusted operating margin by ~300bps. If investment cadence and elevated tech spend persist before productivity gains fully materialize, operating leverage may be structurally lower, constraining long-term margin expansion.
Rising Token And AI Infrastructure CostsEmerging token and cloud infrastructure costs introduce a consumption-linked cost component that can erode operating leverage if usage grows faster than ASP gains. This variable cost exposure could make margin outcomes more sensitive to customer adoption patterns and complicate long-term cost forecasting.
Early-stage AI Monetization & Contract ComplexityWhile AI adoption is accelerating, consumption-based and AI SKU monetization remains modest versus total ASV. Evolving pricing models and potential contract renegotiations add strategic risk: delayed or diluted monetization could limit ASP growth and reduce predictability of subscription cash flows 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 $396.06 in the past 12 months.
What is Factset Research’s market cap?
Factset Research’s market cap is $9.36B.
When is Factset Research’s upcoming earnings report date?
Factset Research’s upcoming earnings report date is Sep 17, 2026 which is in 41 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 Overvalued.
Does Factset Research pay dividends?
Factset Research pays a Quarterly dividend of $1.16 which represents an annual dividend yield of 1.69%. 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
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Sell
Average Price Target:
$250.50 (-1.52% Downside)
$250.50 (-1.52% Downside)
Blogger Sentiment
Bullish
FDS Sentiment 85%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 417.2K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Neutral
Last 7 Days ▲ 0.3%
Last 30 Days ▼ 0.2%
Last 30 Days ▼ 0.2%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-38.61%
12-Months-Change
Fundamentals
Return on Equity
1.69%
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 Company Deck
FDS Earnings Call
Q3 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presents a largely positive picture: FactSet delivered accelerating ASV growth (7.1%), revenue and EPS expansion, strong cash flow, significant AI adoption and client wins, and meaningful productivity gains driven by AI and MCP traction. Offsetting these positives are near-term margin compression (down ~300 bps) from targeted investments, higher token and technology costs, an FX hedging loss (~60 bps), and workforce restructuring (notably ~10% reduction in technology headcount). Management reaffirmed guidance and expects margin improvement as productivity initiatives scale. Overall, the strengths (accelerating growth, AI-led expansion, cash generation, client retention/expansion, and partnerships) outweigh the temporary cost and execution headwinds.View all FDS earnings summariesFDS Revenue Breakdown
64.87% Americas
24.99% EMEA
10.14% APAC
FDS Stock 12 Month Forecast
Average Price Target
$250.50
▼(-1.52% Downside)
Technical Analysis
Ownership Overview
0.40% Insiders
31.31% Mutual Funds
10.61% Other Institutional Investors
24.30% Public Companies and Individual Investors