Factset Research (FDS) Stock Price & Analysis
FDS Stock Chart & Stats
- Day’s Range
- MXN 6,037.51 - MXN 6,037.51
- 52-Week Range
- MXN 1.00 - MXN 6,310.00
- Previous Close
- MXN 5,778.41
- Volume
- 0
- Average Volume (3M)
- 0
- Market Cap
- MXN 218.34B
- Enterprise Value
- MXN 12.42B
- Total Cash (Recent Filing)
- MXN 265.33M
- Total Debt (Recent Filing)
- MXN 1.54B
- Price to Earnings (P/E)
- 22.5
- Beta
- -0.03
- Next Earnings
- Dec 17, 2026 (Est.)
- EPS Estimate
- 92.77
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 1.21%
Bulls Say, Bears Say
Bulls Say
Recurring Revenue And Retention
Retention above 95% and expanding enterprise relationships support predictable recurring revenue and durable customer relationships. Longer contracts can improve visibility, reinforce switching costs, and create a foundation for cross-selling additional data, analytics, and workflow products over multiple years.
AI And MCP Product Momentum
Rapid adoption of AI-enabled offerings and MCP expands FactSet’s relevance within client workflows and creates additional monetization opportunities. Embedding proprietary data and analytics into agentic and programmatic environments can deepen platform usage and support future enterprise expansion.
Strong Cash Generation
Substantial free cash flow demonstrates that FactSet’s subscription and analytics model converts earnings into financial resources. This supports continued investment in data, AI, and infrastructure while preserving capacity for debt management and shareholder returns over the medium term.
Bears Say
Operating Margin Compression
Margin compression indicates that infrastructure modernization, cybersecurity, resilience spending, and incentive costs are currently growing faster than operating leverage. Although these investments may support future capabilities, sustained pressure would reduce earnings conversion and limit the benefit of revenue growth.
Slower Forward Growth
The lower forward ASV range suggests growth may moderate after an especially strong fiscal year. Renewal timing, larger enterprise agreements, and uneven quarterly progression could make expansion less predictable, while slower customer growth would reduce the pace of future revenue and earnings compounding.
Refinancing And Interest Headwinds
Refinancing maturing notes at higher rates would increase interest expense and create an ongoing drag on earnings rather than a one-period operational fluctuation. Combined with a higher assumed tax rate, management expects roughly a 2% headwind to fiscal 2027 EPS growth.
Factset Research News
FDS FAQ
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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 MX: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 | 15 | 4 | 3 |
| Technical Analysis | 3 | 4 | 3 |
| Moving Averages | 12 | 0 | 0 |










