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Factset Research (FDS) Stock Price & Analysis
FDS Stock Chart & Stats
- Day’s Range
- $323.55 - $333.39
- 52-Week Range
- $185.00 - $348.00
- Previous Close
- $340.47
- Volume
- N/A
- Average Volume (3M)
- 799.72K
- Market Cap
- $12.00B
- Enterprise Value
- $12.42B
- Total Cash (Recent Filing)
- $265.33M
- Total Debt (Recent Filing)
- $1.54B
- Price to Earnings (P/E)
- 22.4
- Beta
- 0.50
- Next Earnings
- Dec 17, 2026 (Est.)
- Last Dividend Ex-Date
- Aug 31, 2026
- Dividend Yield
- 1.38%
Bulls Say, Bears Say
Bulls Say
Recurring Revenue And Retention
High retention and longer enterprise contracts support predictable recurring revenue and deepen client relationships. They also improve renewal visibility, reduce near-term churn risk, and create a durable base for expanding wallet share through additional data, analytics, and workflow modules.
AI And Enterprise Expansion
Growing AI and MCP adoption broadens FactSet’s product relevance and creates additional expansion paths within existing accounts. Enterprise integrations can increase switching costs and embed FactSet more deeply in client workflows, supporting durable growth beyond traditional workstations.
High Profitability And Cash Generation
Strong margins and substantial free cash flow indicate an asset-light model with meaningful earnings conversion. This financial profile gives FactSet capacity to fund product investment, pursue strategic opportunities, service debt, and return capital while preserving operating resilience.
Bears Say
Operating Margin Pressure
Margin compression shows that infrastructure modernization, cybersecurity, resilience spending, and performance compensation are currently absorbing part of the company’s operating leverage. If these costs persist faster than revenue growth, earnings expansion and reinvestment flexibility could remain constrained.
Moderating Growth Outlook
The lower forward ASV range indicates that the recent acceleration may not continue at the same pace. Renewal timing, enterprise contract mix, and activity-linked revenue could make growth less predictable, limiting near-term visibility even as the subscription base remains resilient.
Weaker Recent Cash Conversion
Although cash generation remains healthy in absolute terms, the recent decline and weaker earnings coverage signal less consistent conversion than in prior periods. Continued volatility could reduce internally funded investment capacity and make shareholder returns or debt management more dependent on operating improvement.
Factset Research News
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Factset Research Stock 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.
- Sector
- Financial
- Industry
- Financial - Data & Stock Exchanges
- CEO
- Sanoke Viswanathan
- Employees
- 12,444
- Website
- www.factset.com
- Address
- 45 Glover Avenue, Norwalk, CT, 06850, US
Factset Research (FDS) Earnings & Revenues
FDS Company Deck
FDS Earnings Call
Earnings Call SentimentPositive
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 Net sales Breakdown
- 64.87% Americas
- 24.99% EMEA
- 10.14% APAC
FDS Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 11 | 6 | 5 |
| Technical Analysis | 3 | 6 | 1 |
| Moving Averages | 8 | 0 | 4 |











