Factset Research Systems (FDS) Stock Price

Factset Research Systems Price

NYSE·CLOSED
277.99USD-4.96 (-1.77 %)
Market closed

Over the last 19 years Factset Research Systems grew revenue by 9.9% annually, reaching 2.32 B USD. Earnings per share have grown at 12.8% per year over the last 19 years. For Factset Research Systems, the net margin of 25.7% is broadly stable versus 25.1% a few years ago. At today's price the dividend yield works out to roughly 1.56%. The payout ratio is around 27% of earnings. The dividend has grown at 16.7% per year over the past 19 years. The consensus 12-month price target for Factset Research Systems is 311.10 USD, about 11.9% above where the stock trades today. Of 26 analysts, 3 rate the stock a buy — an overall Hold consensus. Factset Research Systems's share price has lost 25.9% over the last twelve months. The stock trades about 46% above its 52-week low.

Factset Research Systems stock price

Volume
Ex-Dividend
Details

Stock Price

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How to Read This Chart

This chart tracks the historical stock price of Factset Research Systems over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.

Total Return vs. Price Return

The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.

Intraday Price Data

When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how Factset Research Systems stock reacts to market openings, earnings releases, or breaking news throughout the trading session.

What to Look For

Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing Factset Research Systems's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.

Factset Research Systems Stock Price History
DateFactset Research Systems Price
8/12/2026277.99 USD
8/11/2026282.95 USD
8/10/2026287.01 USD
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10/28/2025288.40 USD
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10/17/2025286.67 USD
10/16/2025278.01 USD
10/15/2025283.95 USD
10/14/2025285.75 USD
10/13/2025285.99 USD
10/10/2025283.13 USD
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10/8/2025281.47 USD
10/7/2025276.93 USD
10/6/2025275.01 USD
10/3/2025282.33 USD
10/2/2025281.88 USD
10/1/2025286.73 USD
9/30/2025286.49 USD
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9/25/2025283.86 USD
9/24/2025286.16 USD
9/23/2025288.41 USD
9/22/2025295.63 USD
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9/18/2025301.23 USD
9/17/2025336.04 USD
9/16/2025345.19 USD
9/15/2025344.43 USD
9/12/2025361.84 USD
9/11/2025370.50 USD
9/10/2025361.76 USD
9/9/2025372.86 USD
9/8/2025375.34 USD
9/5/2025371.01 USD
9/4/2025369.48 USD
9/3/2025370.80 USD
9/2/2025368.88 USD
8/29/2025373.32 USD
8/28/2025375.77 USD
8/27/2025380.22 USD
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8/25/2025382.65 USD
8/22/2025381.62 USD
8/21/2025376.96 USD
8/20/2025387.64 USD
8/19/2025374.10 USD
8/18/2025371.15 USD
8/15/2025369.62 USD
8/14/2025374.96 USD
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Factset Research Systems Revenue, EBIT, Net Income

  • 3 Years

  • 5 Years

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  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details
Date
Revenue
EBIT
Net Income
Jan 1, 2023
2.09 B USD
630.21 M USD
468.17 M USD
Jan 1, 2024
2.20 B USD
701.30 M USD
537.13 M USD
Jan 1, 2025
2.32 B USD
748.30 M USD
597.04 M USD
Jan 1, 2026 (e)
2.47 B USD
980.03 M USD
682.83 M USD
Jan 1, 2027 (e)
2.61 B USD
1.04 B USD
752.73 M USD
Jan 1, 2028 (e)
2.77 B USD
1.10 B USD
839.12 M USD
Jan 1, 2029 (e)
2.91 B USD
1.16 B USD
919.71 M USD
Jan 1, 2030 (e)
3.06 B USD
1.22 B USD
1.05 B USD

Factset Research Systems Income Statement, Balance Sheet, Cash Flow Statement

Last updated Aug 14, 2026, 2:49 PM
 
REVENUEB USD
REVENUE GROWTH%
GROSS MARGIN%
GROSS INCOMEB USD
EBITB USD
EBIT MARGIN%
NET INCOMEB USD
NET INCOME GROWTH%
DIV.USD
DIV. GROWTH%
SHARESM
201520162017201820192020202120222023202420252026e2027e2028e2029e2030e
1.011.131.221.351.441.491.591.842.092.202.322.472.612.772.913.06
9.3512.038.3410.576.304.116.4915.8413.135.665.366.295.806.284.875.29
59.7456.7053.5651.1153.7353.4150.6052.7453.3354.0652.6952.6952.6952.6952.6952.69
0.600.640.650.690.770.800.810.971.111.191.221.301.381.461.531.61
0.330.350.350.370.440.440.470.480.630.700.750.981.041.101.161.22
32.9030.9728.8327.1130.5229.3829.7925.7730.2231.8232.2339.7239.6939.6939.7039.70
0.240.340.260.270.350.370.400.400.470.540.600.680.750.840.921.05
14.2240.25-23.673.4931.845.687.26-0.7518.1814.7411.1714.2410.2611.579.5414.36
1.711.942.182.482.803.033.233.493.834.104.344.484.825.18––
-25.6513.4512.3713.7612.908.216.608.059.747.055.853.237.597.47––
42.0640.1039.6838.8138.5938.7038.6438.9138.6438.5237.6237.6237.6237.6237.6237.62
Details

Income Statement Key Figures

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Revenue and Revenue Growth

Revenue is the starting point of every income statement — it measures the total sales Factset Research Systems generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.

Gross Margin

Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue Factset Research Systems retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare Factset Research Systems's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.

EBIT and EBIT Margin

EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.

Net Income and Earnings Per Share (EPS)

Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.

Shares Outstanding

The total number of shares Factset Research Systems has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.

Analyst Estimates

The projected figures represent consensus estimates from professional analysts. Compare these forecasts against Factset Research Systems's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.

Factset Research Systems stock margins

The Factset Research Systems margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Factset Research Systems. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Factset Research Systems.

  • 3 Years

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  • Max

Gross margin
EBIT margin
Profit margin
Details
Date
Gross margin
EBIT margin
Profit margin
Jan 1, 2021
50.59 %
29.79 %
25.11 %
Jan 1, 2022
52.76 %
25.79 %
21.53 %
Jan 1, 2023
53.33 %
30.22 %
22.45 %
Jan 1, 2024
54.07 %
31.83 %
24.38 %
Jan 1, 2025
52.72 %
32.23 %
25.72 %
Jan 1, 2026 (e)
52.72 %
39.71 %
27.67 %
Jan 1, 2027 (e)
52.72 %
39.71 %
28.83 %
Jan 1, 2028 (e)
52.72 %
39.71 %
30.24 %

Factset Research Systems Stock Revenue, EBIT, Earnings per Share

The Factset Research Systems earnings per share therefore indicates how much revenue Factset Research Systems has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Revenue per Share
EBIT per share
Earnings per Share
Details
Date
Revenue per Share
EBIT per share
Earnings per Share
Jan 1, 2021
41.19 USD
12.27 USD
10.34 USD
Jan 1, 2022
47.38 USD
12.22 USD
10.20 USD
Jan 1, 2023
53.97 USD
16.31 USD
12.12 USD
Jan 1, 2024
57.20 USD
18.21 USD
13.95 USD
Jan 1, 2025
61.72 USD
19.89 USD
15.87 USD
Jan 1, 2026 (e)
64.29 USD
26.05 USD
17.79 USD
Jan 1, 2027 (e)
68.01 USD
27.56 USD
19.61 USD
Jan 1, 2028 (e)
72.29 USD
29.30 USD
21.86 USD

Factset Research Systems business model & stock analysis

FactSet Research Systems Inc is a leading provider of financial and market data, applications, and analysis tools for financial professionals. The company was founded in 1978 by Howard Wille and is headquartered in Norwalk, Connecticut, USA. FactSet operates offices in North America, Europe, and Asia, employing over 10,000 employees worldwide.

Factset Research Systems SWOT Analysis

Strengths

Factset Research Systems Inc has several key strengths that contribute to its success in the market. Firstly, the company has a strong reputation for providing high-quality and reliable financial data. This has earned them the trust of their clients and positioned them as a leader in their industry. Secondly, Factset has a robust and comprehensive product offering, which includes a wide range of analytics and research tools. This allows them to serve the diverse needs of their clients effectively. Lastly, the company has a global presence, with offices in various countries. This enables them to cater to clients on a global scale and benefit from a diversified revenue stream.

Weaknesses

Despite its strengths, Factset Research Systems Inc also has a few weaknesses that it needs to address. One of the weaknesses is its dependence on a relatively small number of large institutional clients. This concentration can make the company vulnerable to the loss of a key client or a decline in demand from these clients. Additionally, Factset faces strong competition from other financial data providers in the market. This competition puts pressure on their pricing and profitability and requires continuous innovation to stay ahead.

Opportunities

There are several opportunities for Factset Research Systems Inc to leverage and expand its business. One key opportunity is the increasing demand for financial analytics and data-driven insights across industries. The company can further penetrate new markets and industries by customizing its products and services to address specific client needs. Additionally, Factset can explore strategic partnerships or acquisitions to enhance its capabilities and broaden its market reach. Moreover, the growing importance of ESG (Environmental, Social, and Governance) factors presents an opportunity for Factset to develop new products and services in this emerging field.

Threats

Factset Research Systems Inc faces certain threats that could impact its growth and market position. Firstly, the company is vulnerable to fluctuations in global economic conditions, as a significant portion of its revenue comes from financial institutions whose performance is correlated with the economy. Economic downturns can lead to reduced spending on financial services and solutions, affecting Factset's revenue. Secondly, the constantly evolving technology landscape poses a threat. Competitors may develop more advanced analytics solutions or disrupt the market with new technologies. Factset needs to stay agile and invest in innovation to keep up with these changes.

Factset Research Systems Employees

  • 3 Years

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  • Max

Factset Research Systems Employees
Details
Date
Factset Research Systems Employees
Jan 1, 2018
- Employees
Jan 1, 2019
- Employees
Jan 1, 2020
- Employees
Jan 1, 2021
- Employees
Jan 1, 2022
- Employees
Jan 1, 2023
- Employees
Jan 1, 2024
- Employees
Jan 1, 2025
- Employees

Factset Research Systems Segments

Factset Research Systems Revenue by Segment

  • 3 Years

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  • 10 Years

  • Max

Americas
EMEA
Asia Pacific
Details
Date
Americas
EMEA
U.S.
Asia Pacific
Europe
United Kingdom
All Other European Countries
Jan 1, 2011
0.00 USD
0.00 USD
497.56 M USD
50.25 M USD
178.69 M USD
104.70 M USD
74.00 M USD
Jan 1, 2022
1.17 B USD
484.28 M USD
0.00 USD
185.67 M USD
0.00 USD
0.00 USD
0.00 USD
Jan 1, 2023
1.34 B USD
539.84 M USD
0.00 USD
210.18 M USD
0.00 USD
0.00 USD
0.00 USD
Jan 1, 2024
1.42 B USD
563.13 M USD
0.00 USD
220.03 M USD
0.00 USD
0.00 USD
0.00 USD
Jan 1, 2025
1.51 B USD
580.28 M USD
0.00 USD
235.36 M USD
0.00 USD
0.00 USD
0.00 USD

Factset Research Systems Revenue by Region

  • 3 Years

  • 5 Years

  • 10 Years

  • Max

United States
Americas
EMEA
Europe
Other European Countries
All Other Countries
All Other European Countries
United Kingdom
Asia Pacific
Allother European Countries
Details
Date
United States
Americas
EMEA
Europe
Other European Countries
All Other Countries
All Other European Countries
United Kingdom
Asia Pacific
Allother European Countries
Jan 1, 2018
841.91 M USD
0.00 USD
0.00 USD
0.00 USD
387.59 M USD
0.00 USD
0.00 USD
55.58 M USD
332.01 M USD
120.65 M USD
0.00 USD
Jan 1, 2019
894.55 M USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
241.14 M USD
166.94 M USD
132.71 M USD
0.00 USD
Jan 1, 2020
885.08 M USD
929.44 M USD
0.00 USD
422.20 M USD
0.00 USD
242.24 M USD
186.83 M USD
0.00 USD
179.97 M USD
142.46 M USD
0.00 USD
Jan 1, 2021
0.00 USD
1.01 B USD
0.00 USD
427.70 M USD
0.00 USD
237.66 M USD
211.32 M USD
0.00 USD
190.04 M USD
155.70 M USD
0.00 USD
Jan 1, 2022
1.11 B USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
268.91 M USD
253.01 M USD
0.00 USD
215.37 M USD
0.00 USD
0.00 USD
Jan 1, 2023
1.27 B USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
316.03 M USD
280.66 M USD
0.00 USD
223.81 M USD
0.00 USD
0.00 USD
Jan 1, 2024
1.34 B USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
341.28 M USD
299.58 M USD
0.00 USD
221.85 M USD
0.00 USD
0.00 USD
Jan 1, 2025
1.42 B USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
349.28 M USD
325.60 M USD
0.00 USD
231.01 M USD
0.00 USD
0.00 USD

Factset Research Systems Eulerpool Fair Value

Details

Fair Value Estimate

ⓘ

What Is Fair Value?

Fair value is an estimate of what a stock is truly "worth" based on its financial fundamentals, independent of the current market price. If the calculated fair value is above the current share price, the stock may be undervalued — and vice versa. This chart shows three different fair value approaches so you can cross-check them against each other.

Earnings-Based Fair Value

Calculated by multiplying the current earnings per share (EPS) by the average historical P/E ratio over a selected multi-year period. The smoothing over several years filters out temporary spikes or dips. If this fair value exceeds the market price, it suggests the stock is cheap relative to its earning power.

Example: Fair Value (Earnings) 2022 = EPS 2022 × Average P/E 2019–2021

Revenue-Based Fair Value

Derived by multiplying revenue per share by the average historical price-to-sales ratio. This method is particularly useful for companies with volatile or temporarily depressed earnings, as revenue tends to be more stable than profits. It answers: "At what price has the market historically valued each dollar of this company's sales?"

Example: Fair Value (Revenue) 2022 = Revenue per Share 2022 × Average P/S 2019–2021

Dividend-Based Fair Value

Calculated by dividing the dividend per share by the average historical dividend yield. This approach is most relevant for mature, consistently dividend-paying companies. If the resulting fair value is higher than the current price, it implies the stock offers a better yield than its historical average.

Example: Fair Value (Dividend) 2022 = Dividend per Share 2022 ÷ Average Yield 2019–2021

How to Use This Chart

When all three fair value lines converge above the current price, it strengthens the case that the stock is undervalued. When they diverge, investigate why — it may indicate a structural shift in margins, payout policy, or growth rate. The forward estimates on the right extend the analysis using projected fundamentals, helping you assess whether the current price already reflects future growth expectations.

Factset Research Systems historical P/E ratio, EBIT multiple, and P/S ratio

Factset Research Systems annual returns

Details

Annual Return

ⓘ

What This Chart Shows

This chart breaks down 's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.

Price Return

Price return measures the percentage change in 's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.

Dividend Return

Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.

What to Look For

Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare 's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.

Factset Research Systems shares outstanding

The number of shares of Factset Research Systems was 37.62 M in 2025. This indicates how many shares Factset Research Systems is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Number of stocks
Details
Date
Number of stocks
Jan 1, 2021
38.64 M Stocks
Jan 1, 2022
38.91 M Stocks
Jan 1, 2023
38.64 M Stocks
Jan 1, 2024
38.52 M Stocks
Jan 1, 2025
37.62 M Stocks
Jan 1, 2026 (e)
37.62 M Stocks
Jan 1, 2027 (e)
37.62 M Stocks
Jan 1, 2028 (e)
37.62 M Stocks

Factset Research Systems stock splits

In Factset Research Systems's history, there have been no stock splits.

Factset Research Systems Dividend History

28 years of dividend payments · 10 consecutive increases

YearAnnual DividendYoY ChangePayments
20262.26USDYTD—2×
Feb 27, 20261.10USD 0.0%1/2
May 29, 20261.16USD↑ 5.5%2/2
20254.34USD↑ 5.9%4×
Feb 28, 20251.04USD 0.0%1/4
May 30, 20251.10USD↑ 5.8%2/4
Aug 29, 20251.10USD 0.0%3/4
Nov 28, 20251.10USD 0.0%4/4
20244.10USD↑ 7.0%4×
20233.83USD↑ 9.7%4×
20223.49USD↑ 8.0%4×
20213.23USD↑ 6.6%4×
20203.03USD↑ 8.2%4×
20192.80USD↑ 12.9%4×
20182.48USD↑ 13.8%4×
20172.18USD↑ 12.4%4×

Factset Research Systems dividend history and estimates

In 2025, Factset Research Systems paid a dividend amounting to 4.34 USD. Dividend means that Factset Research Systems distributes a portion of its profits to its owners.

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Dividend
Dividend (Estimate)
Details
Date
Dividend
Dividend (Estimate)
Jan 1, 2021
3.23 USD
0.00 USD
Jan 1, 2022
3.49 USD
0.00 USD
Jan 1, 2023
3.83 USD
0.00 USD
Jan 1, 2024
4.10 USD
0.00 USD
Jan 1, 2025
4.34 USD
0.00 USD
Jan 1, 2026 (e)
3.36 USD
1.12 USD
Jan 1, 2027 (e)
0.00 USD
4.82 USD
Jan 1, 2028 (e)
0.00 USD
5.18 USD

Factset Research Systems dividend payout ratio

In 2025, Factset Research Systems had a payout ratio of 27.34%. The payout ratio indicates the percentage of the company's profits that Factset Research Systems distributes as dividends.

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Payout ratio
Details
Date
Payout ratio
Jan 1, 2021
31.23 %
Jan 1, 2022
34.22 %
Jan 1, 2023
31.61 %
Jan 1, 2024
29.40 %
Jan 1, 2025
27.34 %
Jan 1, 2026 (e)
25.18 %
Jan 1, 2027 (e)
24.56 %
Jan 1, 2028 (e)
23.69 %

Current Factset Research Systems forecasts and price targets in August 2026

Analyst Price Targets 2026
Δ MOM Price Target
0.33 %
Buy
11.54 % (3)
Hold
53.85 % (14)
Sell
34.62 % (9)
12M Price Target
311.10
Last Price
287.18
Currency
USD
12M Return Potential
8.33 %
LTM Return
0 %

Factset Research Systems Analyst Rating Actions

DateFirmActionRatingReliability
7/6/2026
Barclays
Barclays
MaintainedUnderweight33
7/2/2026
Wolfe Research
Wolfe Research
MaintainedUnderperform–
7/2/2026
Wells Fargo
Wells Fargo
MaintainedUnderweight56
7/2/2026
UBS
UBS
MaintainedBuy51
7/2/2026
RBC Capital
RBC Capital
MaintainedSector Perform52
7/2/2026
Morgan Stanley
Morgan Stanley
MaintainedEqual Weight60
7/2/2026
Jefferies
Jefferies
MaintainedHold47
7/2/2026
Evercore ISI Group
Evercore ISI Group
MaintainedIn Line62
7/2/2026
Deutsche Bank
Deutsche Bank
MaintainedHold–
7/2/2026
B of A Securities
B of A Securities
MaintainedUnderperform70

Eulerpool Reliability Score (0–100): measures how often a firm’s bullish or bearish calls were directionally correct three months later, blended with the average return following its calls. Every rating we record is stored permanently and scores update continuously; firms with fewer than 3 measured calls are not scored yet.

Factset Research Systems Earnings Calls

2025

Factset Research Systems Earnings Estimates & Surprises

DateEPS estimateEPS ActualRevenue EstimatePrice reactionQuarterly report
7/1/20264.50USD-623.89 MUSD-2026 Q3
3/31/20264.41USD-610.55 MUSD-2026 Q2
12/18/20254.41USD-606.46 MUSD-2026 Q1
12/19/20244.29USD-570.75 MUSD-2025 Q1
6/20/20244.03USD-561.02 MUSD-2024 Q3
3/21/20244.07USD-553.91 MUSD-2024 Q2
12/18/20234.11USD-551.57 MUSD-2024 Q1
9/21/20233.53USD-540.97 MUSD-2023 Q4
6/21/20233.80USD-539.48 MUSD-2023 Q3
3/22/20233.69USD-526.16 MUSD-2023 Q2
...

EESG©

Eulerpool ESG Scorecard© for the Factset Research Systems stock

88/100
86
Environment
96
Social
81
Governance
E

Environment

20
Scope 1 - Direct Emissions3,815
Scope 2 - Indirect emissions from purchased energy9,630
Scope 3 - Indirect emissions within the value chain62,687
Total CO₂ emissions13,445
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather—
Pesticides—
Palm Oil—
Tobacco
Genetically modified organisms
Climate concept—
Sustainable forestry—
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency
S

Social

20
Percentage of female employees41.2
Percentage of women in management—
Percentage of Asian employees20.4
Share of Asian management16.9
Percentage of Hispanic/Latino employees6.2
Hispano/Latino Management share2.7
Percentage of Black employees4.8
Black Management Share2.2
Percentage of white employees65.9
White Management Share77.1
Adult content
Alcohol
Weapons—
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept—
Occupational health and safety
Catholic
G

Governance (Corporate Governance)

4
Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Factset Research Systems shareholder structure

% Name
11.57863%
The Vanguard Group, Inc.
The Vanguard Group, Inc.
9.78660%
BAMCO INC /NY/
BAMCO INC /NY/
7.52597%
Baron Capital Management, Inc.
Baron Capital Management, Inc.
7.36179%
BLACKROCK, INC.
BLACKROCK, INC.
6.27494%
VANGUARD CAPITAL MANAGEMENT LLC
VANGUARD CAPITAL MANAGEMENT LLC
5.53066%
BlackRock Institutional Trust Company, N.A.
BlackRock Institutional Trust Company, N.A.
...

Factset Research Systems Beneficial Ownership Filings (SEC 13D/G)

Free Float
99.6%
Float Shares
-
Shares Outstanding
-
StakeHolderFiling
78.07%
VIACOM INC.
VIACOM INC.
SEC ↗
37.80%
Carl Marks Strategic Investments, L.P.
Carl Marks Strategic Investments, L.P.
SEC ↗
36.70%
Harbinger Group Inc.
Harbinger Group Inc.
SEC ↗
36.20%
GGCP, Inc.
GGCP, Inc.
SEC ↗
14.70%
David Martínez
David Martínez
SEC ↗
11.60%
Cascade Investment, L.L.C.
Cascade Investment, L.L.C.
SEC ↗
11.23%
The Vanguard Group - 23-1945930
The Vanguard Group - 23-1945930
SEC ↗
10.40%
Very Hungry, LLC
Very Hungry, LLC
SEC ↗
9.35%
BAMCO INC /NY/
BAMCO INC /NY/
SEC ↗
9.30%
Ronald Baron
Ronald Baron
SEC ↗

Factset Research Systems Executives and Management Board

19 members · avg. age 55 · 42 % women

HS

Ms. Helen Shan (57)

Chief Financial Officer, Executive Vice President

2.71 M USD

Management

GS

Mr. Goran Skoko (63)

Executive Vice President, Chief Revenue Officer, Managing Director - EMEA and Asia Pacific · since 2024

2.40 M USD
KS

Ms. Katherine Stepp (39)

Executive Vice President, Chief Technology Officer

2.01 M USD
CH

Ms. Catrina Harding (52)

Chief People Officer, Executive Vice President

1.82 M USD
RR

Mr. Robert Robie (45)

Executive Vice President, Head of Institutional Buyside

1.79 M USD
SV

Mr. Sanoke Viswanathan (50)

Chief Executive Officer, Director · since 2025

–
JC

Mr. John Costigan (55)

Executive Vice President, Chief Data Officer

–

Board of Directors

SW

Mr. S. Elisha Wiesel (52)

Independent Director

327,645.00 USD
RA

Ms. Robin Abrams (73)

Independent Chairman of the Board

230,422.00 USD
SC

Mr. Siew Kai Choy (58)

Independent Director

210,422.00 USD
LS

Mr. Lee Shavel (57)

Independent Director

210,422.00 USD
MT

Ms. Maria Tejada (57)

Independent Director

210,422.00 USD
JM

Mr. James Mcgonigle (61)

Lead Independent Director

210,171.00 USD

Frequently asked questions about Factset Research Systems

The business model of Factset Research Systems Inc. revolves around providing financial data and analytics tools to investment professionals. Factset offers a wide range of solutions and services, including software platforms, real-time data feeds, and portfolio analysis tools. By offering comprehensive and accurate financial information, Factset enables its clients to make well-informed investment decisions. Leveraging advanced technology and data management systems, Factset caters to a global client base, comprising asset managers, investment banks, and hedge funds. As a leading provider of financial information and analytics, Factset Research Systems Inc. plays a vital role in supporting the investment community in their quest for successful investment strategies.

Factset Research Systems Inc is primarily active in the financial data and analytics industry. With its advanced technology and comprehensive financial information, Factset serves clients in various sectors, including investment management, wealth management, investment banking, and hedge funds. This renowned company is a leading provider of data, analytics, and consulting services to financial professionals worldwide. Factset’s extensive coverage and industry expertise make it a valuable resource for investors, analysts, and financial institutions seeking reliable and actionable insights to support their decision-making processes.

The main competitors of Factset Research Systems Inc in the market include Thomson Reuters Corporation, Bloomberg L.P., S&P Global Inc., and Morningstar, Inc.

Factset Research Systems Inc. is a leading provider of integrated financial information and analytical applications for the global investment community. It was founded in 1978 by Howard Wille and Charles Snyder with a vision to deliver accurate and timely financial data to investment professionals. Over the years, Factset has grown to become a trusted source of comprehensive data, sophisticated analytics, and innovative solutions. The company's commitment to excellence and continuous innovation has earned it a strong reputation in the industry. Today, Factset serves thousands of clients worldwide, including investment managers, hedge funds, and investment banks.

FactSet Research Systems Inc. has achieved several significant milestones throughout its history. Firstly, the company was founded in 1978 and has emerged as a leading global provider of integrated financial information and analytical software. FactSet has consistently expanded its client base, serving over 138,000 investment professionals worldwide. Additionally, the company has earned its reputation for innovation, continually enhancing its products and solutions to meet the evolving needs of the financial industry. FactSet has also established a strong presence in international markets, with offices spanning across North America, Europe, and Asia Pacific. Such achievements cement FactSet Research Systems Inc. as a key player in the finance industry.

Factset Research Systems Inc is primarily present in countries and regions across North America, Europe, Asia Pacific, and the Middle East. With its headquarters in Norwalk, Connecticut, it serves clients from various industries including investment management, investment banking, and private equity. Factset's strong global presence allows it to offer its financial data and analytics solutions to a wide range of customers worldwide.

Factset Research Systems Inc represents values of innovation, integrity, and excellence in the financial industry. The company is committed to delivering high-quality data, analytics, and solutions to its clients, empowering them to make informed decisions. Factset fosters a collaborative and client-focused approach, constantly striving to exceed expectations. With a strong emphasis on technology and research, Factset maintains its position as a leading provider of integrated financial information and analytical applications. The company's dedication to reliability, accuracy, and comprehensive insights makes Factset Research Systems Inc a trusted partner for financial professionals worldwide.

Analysts currently set an average price target of 311.01 USD for the Factset Research Systems stock (median: 311.10 USD), implying +8.3 % versus the latest price. The consensus is based on 26 analyst ratings.

Factset Research Systems Analyst Price Targets 2026

27 analysts currently rate the Factset Research Systems stock: 3 recommend buying, 14 holding and 10 selling. For 2026, analysts expect Factset Research Systems to generate revenue of 2.47 B USD and earnings per share of 18.15 USD.

Factset Research Systems Analyst Price Targets 2026

Converted at the current exchange rate, the Factset Research Systems share trades at 241.06 EUR (277.99 USD).

The Factset Research Systems share (FDS) is listed on 5 stock exchanges, including: NYSE (FDS), Frankfurt (FA1.F), München (FA1.MU), Düsseldorf (FA1.DU), SIX (Zürich) (FA1.SW).

Factset Research Systems Inc. is an internationally recognized provider of comprehensive data analysis services, software, and tools for financial analysis. The company was founded in 1978 in Norwalk, Connecticut, and its headquarters are now located in New York City. Factset offers its products and services in over 125 countries worldwide. Factset operates in four main areas: analytics, asset management, risk management, and consulting services. In the analytics field, the company provides a variety of data analysis, such as market data, fundamental data, news, and research. Factset allows customers quick and easy access to this data to help them make informed decisions. In the asset management field, Factset offers a software suite that allows asset managers and other investment professionals to develop, implement, and monitor their investment strategies. The software is particularly suitable for analyzing and managing complex assets such as bonds, hedge funds, and structured financial instruments. Factset also provides a comprehensive risk management solution. Customers can measure their risks at various levels using the software and evaluate the impact of market events and different scenarios on their portfolio. The solution also includes risk metrics, stress tests, and risk reports. Finally, the company offers consulting services and supports its customers in implementing Factset solutions and optimizing their business processes. Factset is known for its innovative technology and competitive pricing. The company leverages advanced technologies to provide its customers with unique insights into the global financial markets. Moreover, Factset is a trusted partner that works closely with its customers to offer tailored solutions that meet their specific needs. Factset offers various data and analysis platforms to its customers, including "Factset Workstation," "Factset Analytics," "Factset Fundamentals," "Factset Estimates," and "Factset Ownership." Each platform provides unique features and tools to help users understand complex financial concepts, identify market opportunities, and make informed decisions. In addition to its core products, Factset also offers a range of complementary products and services. These include data feeds, APIs (Application Programming Interfaces), and mobile applications that allow users to access Factset's data and analysis on the go. Overall, Factset's business model is focused on providing its customers with top-notch data analysis solutions and customer-oriented consulting services. The company constantly invests in research and development to continuously improve its products and services and stay at the forefront of technology.

The expected revenue of Factset Research Systems is 2.47 B USD. This figure is based on current financial data and reflects the company's business performance.

The expected profit of Factset Research Systems is 682.83 M USD. The net profit reflects the company's profitability after deducting all expenses.

The price-to-earnings ratio (P/E) of Factset Research Systems is currently 15.31. The P/E ratio compares the current share price to the earnings per share and helps investors assess the valuation of the Factset Research Systems stock.

The price-to-sales ratio (P/S) of Factset Research Systems is currently 4.24. The P/S ratio compares the market capitalization to the annual revenue and serves as a valuation metric for the Factset Research Systems stock.

The Eulerpool Quality Score for Factset Research Systems is 8/10.

The ISIN of Factset Research Systems is US3030751057. The ISIN (International Securities Identification Number) is a globally unique identifier for securities.

The WKN of Factset Research Systems is 901629. The WKN (Wertpapierkennnummer) is a six-digit German security identification number.

The ticker of Factset Research Systems is FDS. The ticker symbol is used to trade Factset Research Systems shares on the stock exchange.

Over the past 12 months, Factset Research Systems paid a dividend of 4.34 USD . This corresponds to a dividend yield of about 1.56 %. For the coming 12 months, Factset Research Systems is expected to pay a dividend of 4.82 USD.

The current dividend yield of Factset Research Systems is 1.56 %.

Factset Research Systems pays a dividend, distributed in the months of , , , .

Factset Research Systems paid dividends every year for the past 27 years.

For the upcoming 12 months, dividends amounting to 4.82 USD are expected. This corresponds to a dividend yield of 1.73 %.

Factset Research Systems is assigned to the 'Finance' sector.

In the year 2025, Factset Research Systems distributed 4.04 USD as dividends.

The dividends of Factset Research Systems are distributed in USD.

All fundamentals and in-depth analysis of Factset Research Systems

Our stock analysis for Factset Research Systems stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Factset Research Systems. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.

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