Factset Research (FDS)
NYSE:FDS
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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)834.95K
Market Cap
$9.32B
Enterprise Value$10.23B
Total Cash (Recent Filing)$285.27M
Total Debt (Recent Filing)$1.55B
Price to Earnings (P/E)16.1
Beta0.60
Next Earnings
Jul 01, 2026EPS Estimate
4.45Next Dividend Ex-DateN/A
Dividend Yield1.49%
Share Statistics
EPS (TTM)15.67
Shares Outstanding36,431,126
10 Day Avg. Volume784,991
30 Day Avg. Volume834,948
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 Cap1.10
Enterprise Value/Revenue4.26
Enterprise Value/Gross Profit8.20
Enterprise Value/Ebitda10.92
Forecast
1Y Price Target
$252.00Price Target Upside8.28% Upside
Rating ConsensusHold
Number of Analyst Covering11
EPS Forecast (FY)17.7
Revenue Forecast (FY)$2.46B
Bulls Say, Bears Say
Bulls Say
Sticky Recurring Revenue & Client PenetrationHigh ASV retention and deepening product footprints across top clients indicate a durable subscription base and strong cross-sell. This reduces revenue volatility, increases lifetime customer value, and supports predictable organic revenue over the next several quarters.
Robust Cash Generation And Free Cash FlowConsistently strong operating cash flow and high free-cash-flow conversion (85%–91% of net income) create durable financial flexibility. This funds buybacks, debt reduction, and strategic investments without dependence on external financing.
Early AI/product Adoption Driving ProductivityMeasured AI adoption and new product traction are boosting engineering productivity and speeding time-to-market. Automation in data ops reduces manual curation, enabling scalable product delivery and potential margin recovery as efficiencies compound over time.
Bears Say
Slowing Top-line Growth / Mature ProfileA marked slowdown to mid-single-digit revenue growth signals a mature market position where incremental expansion requires greater cross-sell, pricing or new offerings. Slower top-line gains reduce operating leverage and raise pressure on long-term EPS growth.
Meaningful Debt Despite Improved LeverageAlthough leverage has fallen materially, absolute debt levels remain sizable. Continued debt servicing constrains capital allocation flexibility and raises sensitivity to interest costs if growth or cash flow weakens, limiting optionality for M&A or aggressive buybacks.
Margin Compression And Execution Risk From InvestmentsDeliberate ramp of compensation, cloud and AI investments is compressing margins. If productivity gains or revenue uplift lag spending, margins and free cash flow could remain pressured, creating execution risk 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 $9.32B.
When is Factset Research’s upcoming earnings report date?
Factset Research’s upcoming earnings report date is Jul 01, 2026 which is in 27 days.
How were Factset Research’s earnings last quarter?
Factset Research released its earnings results on Mar 31, 2026. The company reported $4.46 earnings per share for the quarter, beating the consensus estimate of $4.383 by $0.077.
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 4.45.
How many shares outstanding does Factset Research have?
Factset Research has 36,431,126 shares outstanding.
What happened to Factset Research’s price movement after its last earnings report?
Factset Research reported an EPS of $4.46 in its last earnings report, beating expectations of $4.383. Following the earnings report the stock price went up 6.082%.
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:
$252.00 (8.28% Upside)
$252.00 (8.28% Upside)
Blogger Sentiment
Bullish
FDS Sentiment 92%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 417.2K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days ▲ 3.9%
Last 30 Days ▲ 5.1%
Last 30 Days ▲ 5.1%
News Sentiment
Very Bearish
Bullish news 0%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-43.01%
12-Months-Change
Fundamentals
Return on Equity
27.22%
Trailing 12-Months
Asset Growth
-0.51%
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
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a strong set of operational and commercial positives: accelerating organic ASV growth across geographies and client types, revenue and EPS growth, multiple notable client wins and product traction (MCP Server/API growth), meaningful early productivity gains from AI, and a raised fiscal outlook. Lowlights are primarily execution and timing-related (margin compression driven by deliberate investments, a higher tax rate, regional softness in parts of EMEA, and some client-count churn). Management communicated clear strategies to convert productivity gains into funding for growth and to evolve pricing/packaging for an AI-driven market. Overall, highlights substantially outweigh the lowlights, although there are execution risks tied to investment pacing and industry-wide AI-driven shifts in client economics.View all FDS earnings summariesFDS Revenue Breakdown
64.87% Americas
24.99% EMEA
10.14% APAC
FDS Stock 12 Month Forecast
Average Price Target
$252.00
▲(8.28% Upside)
Technical Analysis
Ownership Overview
0.45% Insiders
29.67% Mutual Funds
35.11% Other Institutional Investors
1.95% Public Companies and Individual Investors