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Factset Research (FDS)
NYSE:FDS
FDS Stock Chart & Stats
Day’s Range― - ―
52-Week Range$381.30 - $499.87
Previous CloseN/A
Volume59.42K
Average Volume (3M)332.26K
Market Cap
$14.46B
Enterprise Value$18.82B
Total Cash (Recent Filing)$364.05M
Total Debt (Recent Filing)$1.62B
Price to Earnings (P/E)27.6
Beta0.57
Next Earnings
Sep 18, 2025EPS Estimate
4.13Last Dividend Ex-Date
May 30, 2025Dividend Yield1.1%
Share Statistics
EPS (TTM)4.27
Shares Outstanding37,806,774
10 Day Avg. Volume424,845
30 Day Avg. Volume332,264
Financial Highlights & Ratios
PEG Ratio1.99
Price to Book (P/B)8.41
Price to Sales (P/S)7.30
P/FCF Ratio26.18
Enterprise Value/Market Cap1.30
Enterprise Value/Revenue8.23
Enterprise Value/Gross Profit15.43
Enterprise Value/Ebitda21.20
Forecast
1Y Price Target
$439.30Price Target Upside14.87% Upside
Rating ConsensusModerate Sell
Number of Analyst Covering13
Bulls Say, Bears Say
Bulls Say
EarningsFactSet reported F3Q ASV above consensus and reiterated its 2H-weighted guidance, citing strong visibility into its robust and diverse pipeline.
InnovationFactSet Research remains on track to achieve growth attribution from new generative AI products, indicating innovation and potential future growth.
Market ShareFactset seems to be winning market share from competitors like Refinitiv, especially in Wealth.
Bears Say
CompetitionBudget pressures facing much of FactSet’s end market and improved competition from Refinitiv are likely limiting revenue and ASV growth upside.
LeadershipThe leadership transition at Factset could create uncertainty as the market awaits the new CEO's strategic goals.
Market VolatilityVolatility has increased, raising the risk that Factset Research might miss its financial estimates and guidance could be conservative.
Factset Research News
FDS FAQ
What was Factset Research’s price range in the past 12 months?
Factset Research lowest stock price was $381.30 and its highest was $499.87 in the past 12 months.
What is Factset Research’s market cap?
Factset Research’s market cap is $14.46B.
When is Factset Research’s upcoming earnings report date?
Factset Research’s upcoming earnings report date is Sep 18, 2025 which is in 38 days.
How were Factset Research’s earnings last quarter?
Factset Research released its earnings results on Jun 23, 2025. The company reported $4.27 earnings per share for the quarter, missing the consensus estimate of $4.299 by -$0.029.
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 1.1%. See more information on Factset Research dividends here
What is Factset Research’s EPS estimate?
Factset Research’s EPS estimate is 4.13.
How many shares outstanding does Factset Research have?
Factset Research has 37,806,774 shares outstanding.
What happened to Factset Research’s price movement after its last earnings report?
Factset Research reported an EPS of $4.27 in its last earnings report, missing expectations of $4.299. Following the earnings report the stock price went up 3.478%.
Which hedge fund is a major shareholder of Factset Research?
Currently, no hedge funds are holding shares in FDS
Factset Research Stock Smart Score
Underperform
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9
10
Analyst Consensus
Moderate Sell
Average Price Target:
$439.30 (14.87% Upside)
$439.30 (14.87% Upside)
Blogger Sentiment
Bullish
FDS Sentiment 100%
Sector Average 68%
Sector Average 68%
Hedge Fund Trend
Decreased
By 8.1K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $5.8M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.2%
Last 30 Days ▼ 1.5%
Last 30 Days ▼ 1.5%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-4.40%
12-Months-Change
Fundamentals
Return on Equity
26.35%
Trailing 12-Months
Asset Growth
7.40%
Trailing 12-Months
Company Description
Factset Research
FactSet Research Systems Inc. (FDS) is a global provider of integrated financial information and analytical applications for investment professionals. Founded in 1978, the company serves a diverse client base, including investment managers, investment banks, and corporations, primarily in the financial services sector. FactSet's core products include a comprehensive suite of financial data, analytics, and software solutions that enhance investment decision-making, risk management, and performance evaluation. Its offerings encompass data feeds, portfolio management systems, research management solutions, and a robust analytics platform that provides insights into market trends and company performance.
FDS Company Deck
FDS Earnings Call
Q3 2025
0:00 / 0:00
Earnings Call Sentiment|Positive
FactSet reported strong organic ASV growth and an impressive adjusted operating margin. The firm expanded its client base and achieved significant growth in the wealth segment. However, challenges in EMEA and Asia Pacific regions, along with increased operating expenses and pricing pressures, present notable concerns. Despite these challenges, the positive aspects of FactSet's performance and strategic wins suggest a promising outlook.View all FDS earnings summariesFDS Revenue Breakdown
64.45% Americas
25.56% EMEA
9.99% APAC
FDS Stock 12 Month Forecast
Average Price Target
$439.30
▲(14.87% Upside)
Technical Analysis
Ownership Overview
0.23% Insiders
28.60% Mutual Funds
1.51% Other Institutional Investors
40.01% Public Companies and
Individual Investors