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FDS Stock Chart & Stats
$296.08
$12.25(4.82%)
At close: 4:00 PM EDT
$296.08
$12.25(4.82%)
Day’s Range― - ―
52-Week Range$185.00 - $339.83
Previous CloseN/A
Volume218.22K
Average Volume (3M)789.93K
Market Cap
$11.11B
Enterprise Value$12.42B
Total Cash (Recent Filing)$265.33M
Total Debt (Recent Filing)$1.54B
Price to Earnings (P/E)21.9
Beta0.53
Next Earnings
Dec 17, 2026Next Dividend Ex-DateN/A
Dividend Yield1.41%
Share Statistics
EPS (TTM)14.62
Shares Outstanding35,565,544
10 Day Avg. Volume659,869
30 Day Avg. Volume789,928
Financial Highlights & Ratios
PEG Ratio-3.04
Price to Book (P/B)5.71
Price to Sales (P/S)4.62
P/FCF Ratio16.16
Enterprise Value/Market Cap1.12
Enterprise Value/Revenue5.02
Enterprise Value/Gross Profit9.91
Enterprise Value/Ebitda13.57
Forecast
1Y Price Target
$279.45Price Target Upside-5.62% Downside
Rating ConsensusHold
Number of Analyst Covering12
EPS Forecast (FY)19.66
Revenue Forecast (FY)$2.62B
Bulls Say, Bears Say
Bulls Say
Recurring Revenue And RetentionHigh retention and longer contract durations make revenue more predictable and deepen client relationships. Enterprise agreements also create a durable base for module expansion, data-feed adoption, and workflow integration, supporting recurring growth over the next several quarters.
AI And MCP AdoptionFactSet is embedding its data and analytics into emerging AI workflows rather than relying only on traditional workstations. Rapid MCP usage and meaningful AI contribution to new ASV can strengthen differentiation, increase enterprise relevance, and create future expansion opportunities.
High-margin Cash-generative ModelStrong margins and substantial free cash flow demonstrate that FactSet’s subscription and analytics model converts client relationships into significant economic returns. This provides capacity to fund product investment, support shareholder returns, and preserve strategic flexibility.
Bears Say
Operating Margin PressureMargin compression shows that infrastructure modernization, cybersecurity, resilience, and incentive costs are currently absorbing part of the platform’s operating leverage. Even with expected improvement, sustained investment spending could limit near-term earnings conversion and reduce margin durability.
Moderating Growth OutlookThe lower forward ASV range indicates that the recent growth peak may not continue at the same pace. Renewal timing, larger enterprise agreements, and uneven revenue flow-through could make expansion less predictable and constrain the rate of recurring revenue acceleration.
Refinancing And Cash-flow HeadwindsHigher refinancing costs will raise interest expense and directly reduce earnings growth, while recent TTM free cash flow declined about 12%. Together, these factors could limit cash available for reinvestment and shareholder returns despite the company’s otherwise solid cash generation.
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 $339.83 in the past 12 months.
What is Factset Research’s market cap?
Factset Research’s market cap is $11.11B.
When is Factset Research’s upcoming earnings report date?
Factset Research’s upcoming earnings report date is Dec 17, 2026 which is in 54 days.
How were Factset Research’s earnings last quarter?
Factset Research released its earnings results on Sep 30, 2026. The company reported $4.52 earnings per share for the quarter, beating the consensus estimate of $4.352 by $0.168.
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 1.41%. See more information on Factset Research dividends here
What is Factset Research’s EPS estimate?
Factset Research’s EPS estimate is 5.
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 $4.52 in its last earnings report, beating expectations of $4.352. Following the earnings report the stock price went up 3.839%.
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
Hold
Average Price Target:
$279.45 (-5.62% Downside)
$279.45 (-5.62% Downside)
Blogger Sentiment
Bullish
FDS Sentiment 83%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 43.8K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.1%
Last 30 Days ▼ 3.5%
Last 30 Days ▼ 3.5%
News Sentiment
Bullish
Bullish news 67%
Bearish news 33%
Bearish news 33%
Technicals
SMA
Positive
20 days / 200 days
Momentum
17.77%
12-Months-Change
Fundamentals
Return on Equity
25.61%
Trailing 12-Months
Asset Growth
-3.82%
Trailing 12-Months
Learn more about TipRanks Smart Score
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
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call was strongly positive overall. FactSet reported record ASV performance, broad-based growth, significant competitive wins, accelerating MCP and AI adoption, productivity improvements, strong free cash flow and substantial shareholder returns. The main negatives were lower operating margins, restructuring-related costs and head count reductions, a lower fiscal 2027 ASV growth range, and tax and interest expense headwinds. Management nevertheless projected margin improvement and high single-digit EPS growth for fiscal 2027.View all FDS earnings summariesFDS Revenue Breakdown
64.87% Americas
24.99% EMEA
10.14% APAC
FDS Stock 12 Month Forecast
Average Price Target
$279.45
▼(-5.62% Downside)
Technical Analysis
Ownership Overview
0.38% Insiders
31.31% Mutual Funds
5.01% Other Institutional Investors
29.80% Public Companies and Individual Investors