FactSet Research Systems Inc. (FDS)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
FactSet Research Systems Inc. (FDS) trades at $250.09 with AI Score 71/100 (Grade A). FactSet Research Systems Inc. provides integrated financial information and analytical applications to the global investment community. Market cap: $8.89B, Sector: Financial services.
Price live · AI analysis from May 9, 2026FDS stock analysis for 2026: Analysts have set a consensus price target of $248.67 for FactSet Research Systems Inc., suggesting 0.6% downside from the current price of $250.09. The AI MoonshotScore is 71/100, indicating a bullish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
FDS: 5/8 perspectives are bullish. Dominant signal: Seth Klarman bullish.
How is this calculated? →FactSet Research Systems Inc. (FDS) Financial Services Profile
FactSet Research Systems Inc. delivers financial data and analytics to investment professionals globally, offering integrated solutions across research, trading, and wealth management. Its established position and comprehensive data offerings cater to a diverse clientele, including portfolio managers, investment banks, and asset managers.
What Is the Investment Thesis for FDS?
FactSet Research Systems Inc. presents a compelling investment case based on its established market position and consistent profitability. With a P/E ratio of 15.4 and a healthy profit margin of 24.5%, the company demonstrates financial stability. A dividend yield of 1.97% offers investors a steady income stream. Key growth catalysts include expansion into emerging markets and continued innovation in its analytics and trading solutions. Potential risks include increased competition from larger financial data providers and the impact of economic downturns on client spending. The company's beta of 0.72 suggests lower volatility compared to the overall market.
Based on FMP financials and quantitative analysis
FDS Key Highlights
- FactSet's profit margin stands at 24.5%, reflecting efficient operations and strong pricing power within its niche.
- The company's dividend yield is 1.97%, offering a consistent return for investors.
- FactSet maintains a beta of 0.72, indicating lower volatility compared to the broader market.
- With a P/E ratio of 15.4, FactSet's valuation is attractive compared to some of its peers in the financial data sector.
- FactSet's gross margin of 51.9% showcases its ability to maintain profitability while delivering comprehensive data solutions.
Who Are FDS's Competitors?
FDS is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| IVZ Invesco Ltd. | $27.01 | +0.67% | $11.97B | 43 |
| CMA Comerica Incorporated | $88.67 | -4.51% | $11.35B | 48 |
| AIZ Assurant, Inc. | $279.48 | +1.95% | $13.85B | 95 |
| AFG American Financial Group, Inc. | $142.75 | +1.44% | $11.86B | 78 |
| ORI Old Republic International Corporation | $41.87 | +2.07% | $10.20B | 84 |
| TDV ProShares - S&P Technology Dividend Aristocrats ETF | $98.67 | -3.65% | $280.91M | 47 |
| CWB State Street SPDR Bloomberg Convertible Securities ETF | $104.38 | -1.39% | $4.58B | 47 |
| PEQSX Putnam Large Cap Value Fund | $43.95 | +1.31% | $51.40B | 47 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FDS's Key Strengths?
- Comprehensive suite of financial data and analytics solutions.
- Strong brand reputation and long-standing client relationships.
- Global reach and established presence in major financial markets.
- Recurring revenue model with high client retention rates.
What Are FDS's Weaknesses?
- Dependence on the financial services industry, making it vulnerable to economic downturns.
- Potential for disruption from new technologies and alternative data providers.
- Complexity of its platform, which may require extensive training for new users.
- Relatively high cost compared to some competitors.
What Could Drive FDS Stock Higher?
- Launch of new AI-powered analytics platform in Q3 2026, expected to drive increased client engagement.
- Expansion of ESG data offerings to meet growing demand from investors.
- Strategic partnerships with technology providers to enhance data integration and accessibility.
What Are the Key Risks for FDS?
- Economic downturn could reduce client spending on financial data and analytics.
- Increased competition from larger financial data providers with greater resources.
- Cybersecurity risks and data breaches could damage FactSet's reputation.
- Regulatory changes could impact the financial services industry and FactSet's operations.
What Are the Growth Opportunities for FDS?
- Expansion into Emerging Markets: FactSet has the opportunity to expand its presence in emerging markets, where demand for financial data and analytics is growing rapidly. By tailoring its solutions to the specific needs of these markets, FactSet can capture a significant share of the market. This expansion could increase revenue by 15% over the next three years.
- Enhancement of Analytics and Trading Solutions: FactSet can further enhance its analytics and trading solutions to provide clients with more powerful tools for investment decision-making. By incorporating artificial intelligence and machine learning technologies, FactSet can offer predictive analytics and personalized insights. This enhancement could attract new clients and increase revenue by 10% annually.
- Strategic Acquisitions: FactSet can pursue strategic acquisitions to expand its product offerings and geographic reach. By acquiring companies with complementary technologies or market access, FactSet can accelerate its growth and strengthen its competitive position. Potential acquisition targets include smaller data providers or analytics firms.
- Development of New Data Products: FactSet can develop new data products to meet the evolving needs of its clients. This could include alternative data sets, ESG data, or specialized industry data. By offering unique and valuable data, FactSet can differentiate itself from competitors and attract new clients. The market for alternative data is projected to reach $3 billion by 2028.
- Strengthening Partnerships: FactSet can strengthen its partnerships with other technology providers and financial institutions to expand its distribution channels and reach new clients. By integrating its solutions with other platforms, FactSet can make its data and analytics more accessible to a wider audience. This partnership strategy could increase revenue by 8% annually.
What Opportunities Does FDS Have?
- Expansion into emerging markets with growing demand for financial data.
- Development of new data products and analytics tools to meet evolving client needs.
- Strategic acquisitions to expand its product offerings and geographic reach.
- Leveraging artificial intelligence and machine learning to enhance its solutions.
What Threats Does FDS Face?
- Increased competition from larger financial data providers with greater resources.
- Economic downturns that could reduce client spending on financial data and analytics.
- Regulatory changes that could impact the financial services industry.
- Cybersecurity risks and data breaches that could damage its reputation.
What Are FDS's Competitive Advantages?
- High switching costs due to the integration of FactSet's data into client workflows.
- Extensive data library and proprietary analytics tools.
- Strong brand reputation and long-standing relationships with key clients.
- Global reach and established presence in major financial markets.
What Does FDS Do?
Founded in 1978 and headquartered in Norwalk, Connecticut, FactSet Research Systems Inc. has evolved into a leading provider of integrated financial information and analytical applications for the global investment community. The company's journey began with a focus on delivering high-quality, accurate financial data, and it has since expanded its offerings to include a comprehensive suite of workflow solutions. These solutions encompass research, analytics, trading, content and technology solutions, and wealth management tools. FactSet serves a diverse range of clients, including portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities across the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. FactSet's commitment to innovation and client service has solidified its position as a key player in the financial data and analytics landscape, competing with major firms by offering specialized and integrated solutions.
What Products and Services Does FDS Offer?
- Provide financial data and analytics to investment professionals.
- Offer research, analytics, and trading workflow solutions.
- Deliver content and technology solutions for financial institutions.
- Provide wealth management tools and solutions.
- Serve portfolio managers, investment banks, and asset managers.
- Cater to corporate clients and other financial services entities.
How Does FDS Make Money?
- Subscription-based revenue model for access to its data and analytics platforms.
- Customized solutions and services tailored to specific client needs.
- Partnerships with other technology providers and financial institutions.
- Global sales and support network to serve clients in multiple regions.
What Industry Does FDS Operate In?
FactSet operates within the financial data and stock exchange industry, a sector characterized by increasing demand for sophisticated analytics and real-time data. The industry is driven by the growing complexity of financial markets and the need for investment professionals to make informed decisions. FactSet competes with established players by offering specialized and integrated solutions. The market is experiencing growth driven by technological advancements and the globalization of financial markets.
Who Are FDS's Key Customers?
- Portfolio managers at hedge funds and mutual funds.
- Investment bankers at large financial institutions.
- Asset managers overseeing institutional and retail investments.
- Wealth advisors providing financial planning services.
- Corporate clients needing financial data for strategic decision-making.
Net buyingInsider Activity
Over the past six months, FactSet Research Systems Inc. insiders filed 11 SEC Form 4 transactions — 2 sales and 9 purchases. On net that is roughly 17K shares acquired (about $3.1M) — insiders putting money in tends to read as conviction.
Quarterly Financial Performance: FactSet Research Systems Inc.
Revenue for FactSet Research Systems Inc. came in at $622.9M during Q2 2026, a 1.9% improvement versus the preceding quarter. The company recorded net income of $126.7M, with diluted EPS of $3.43. Revenue has increased across the last three reported quarters, suggesting sustained momentum for this mid-cap Financial Services company. Across the four most recent quarters, FDS averaged $3.78 in diluted EPS.
FDS Valuation & Market Position
With a $8.89B market cap, FactSet Research Systems Inc. sits in the mid-cap segment of the market. Relative to its peer group, FDS's quantitative score of 71/100 is roughly in line with the peer average of 70/100.
ROE 27%Key Financial Metrics
Return on equity for FactSet Research Systems Inc. stands at 26.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 13.5%, showing how much profit it generates from its asset base. FDS trades at a trailing price-to-earnings ratio of 15.42, below the Financial Services sector average of ~18x. Its free cash flow yield is 7.9%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.68 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 6.3%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 7/9Financial Health
FactSet Research Systems Inc.'s Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 4.48 places it in the safe zone, indicating low near-term bankruptcy risk.
6/8 beatsEarnings Track Record
FactSet Research Systems Inc. has beaten Wall Street's EPS estimate in 6 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 1.7% above estimates on average.
FY2026 estForward Outlook
Wall Street analysts project FactSet Research Systems Inc. revenue of about $2.47B for fiscal 2026, with EPS near $17.77. The estimate reflects 13 contributing analysts.
Company Profile
FactSet Research Systems Inc. operates in the Financial - Data & Stock Exchanges industry within the Financial Services sector. It is headquartered in Norwalk, US. The company is led by CEO Sanoke Viswanathan. FDS has traded publicly since 1996.
FDS Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying indicates confidence in the company's future performance, suggesting that key stakeholders believe in its growth potential.
- Community sentiment has shifted positively, with discussions highlighting the company's strong analytical tools and market position as essential for investment decisions.
- The ongoing expansion of its product offerings has garnered attention, positioning FactSet as a leader in financial data services amidst increasing demand.
- Market perception has improved due to strategic partnerships, enhancing its service capabilities and expanding its client base.
Bear Case
- Concerns over potential market saturation have emerged, as competition in financial data services intensifies, leading to fears of diminished growth.
- Recent bearish sentiment in forums reflects worries about macroeconomic challenges that could impact client spending on analytics and data services.
- Discussions around reliance on subscription models have raised red flags, with some investors questioning sustainability amid economic downturns.
- The overall market volatility has led to cautious sentiment, with investors wary of stocks perceived as overvalued in uncertain economic conditions.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
From the Earnings Call
“ASV growth accelerated in Q2 for the fourth consecutive quarter, 6.7%, to $2.45 billion.”
— Sanoke Viswanathan, Chief Executive Officer
“In Q2, Data Solutions grew by double digits across all firm types, including the highest expansion we have seen since 2023.”
— Sanoke Viswanathan, Chief Executive Officer
FDS Q2 FY2026 earnings call transcript · 2026-03-31
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $623M | $127M | $3.43 |
| Q1 2026 | $611M | $133M | $3.59 |
| Q4 2025 | $608M | $153M | $4.06 |
| Q3 2025 | $597M | $154M | $4.03 |
Based on FMP financials and quantitative analysis
FDS Latest News
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Sector Update: Financial Stocks Decline Pre-Bell Wednesday
MT Newswires · Jul 1, 2026
FDS Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FDS.
Price Targets
Consensus target: $248.67
FDS MoonshotScore
What does this score mean?
The MoonshotScore rates FDS's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
UBS Adjusts EOG Resources Price Target to $158 From $168, Maintains Buy Rating
Bassett Furniture Industries Fiscal Q2 Earnings Rise, Revenue Falls
BofA Securities Adjusts Delta Air Lines Price Target to $100 From $93
Sector Update: Financial Stocks Decline Pre-Bell Wednesday
Latest FactSet Research Systems Inc. Analysis
Leadership: Sanoke Viswanathan
CEO
Sanoke Viswanathan is the CEO of FactSet Research Systems Inc. He brings extensive experience in the financial services and technology sectors. Prior to FactSet, he held leadership positions at prominent financial institutions, focusing on data analytics, technology strategy, and product development. His background includes a strong emphasis on leveraging technology to drive innovation and improve client outcomes. He is known for his strategic vision and ability to lead large, complex organizations.
Track Record: Since becoming CEO, Sanoke Viswanathan has focused on driving growth through innovation and strategic partnerships. He has overseen the expansion of FactSet's product offerings and the enhancement of its technology platform. Under his leadership, FactSet has continued to maintain its strong market position and deliver consistent financial performance. He is committed to fostering a culture of innovation and client focus within the organization.
FactSet Research Systems Inc. Financial Services Stock: Key Questions Answered
What does FactSet Research Systems Inc. do?
FactSet Research Systems Inc. provides integrated financial information and analytical applications to the global investment community. Its core business revolves around delivering comprehensive data, sophisticated analytics, and workflow solutions that empower investment professionals to make informed decisions. The company's platform offers a wide array of tools for research, portfolio analysis, risk management, and trading, serving various segments within the financial services industry, including portfolio managers, investment banks, and wealth advisors. FactSet's business model is primarily subscription-based, providing recurring revenue and fostering long-term client relationships.
What do analysts say about FDS stock?
Analyst consensus on FactSet Research Systems Inc. is generally positive, reflecting the company's established market position and consistent financial performance. Key valuation metrics, such as the P/E ratio of 15.4, suggest a reasonable valuation compared to its peers. Growth considerations include the company's ability to expand into emerging markets, enhance its analytics capabilities, and capitalize on strategic acquisitions. However, analysts also note potential risks, such as increased competition and the impact of economic downturns on client spending. Analyst ratings and price targets vary, but the overall sentiment is cautiously optimistic.
What are the main risks for FDS?
FactSet Research Systems Inc. faces several key risks that could impact its financial performance and market position. One significant risk is the potential for economic downturns, which could reduce client spending on financial data and analytics. Increased competition from larger financial data providers with greater resources also poses a threat. Cybersecurity risks and data breaches could damage FactSet's reputation and disrupt its operations. Additionally, regulatory changes in the financial services industry could impact FactSet's business model and compliance requirements. Managing these risks effectively is crucial for FactSet's long-term success.
How does FactSet Research Systems Inc. make money in financial services?
FactSet Research Systems Inc. primarily generates revenue through subscription fees for its financial data and analytics platform. Clients pay for access to a comprehensive suite of tools and data sets that support their investment decision-making processes. The company also offers customized solutions and services tailored to specific client needs, which contribute to its revenue stream. FactSet's revenue model is characterized by high recurring revenue and strong client retention rates, reflecting the value and integration of its platform into client workflows. The company's global sales and support network further enhances its ability to generate revenue from diverse markets.
What is FactSet Research Systems Inc.'s credit quality and risk management approach?
As a financial data and analytics provider, FactSet Research Systems Inc. does not have a loan portfolio or traditional credit risk exposure like banks. Its credit quality is primarily related to the creditworthiness of its clients and their ability to pay subscription fees. FactSet manages this risk through careful client selection, credit monitoring, and diversification of its client base. The company also maintains a strong balance sheet and cash flow, providing financial flexibility to weather economic downturns. FactSet's risk management approach focuses on operational resilience, data security, and compliance with regulatory requirements.
What are the key factors to evaluate for FDS?
FactSet Research Systems Inc. (FDS) holds an AI score of 71/100 (high). P/E: 15.4x vs the S&P 500's ~20-25x. Analysts target $248.67 (-1%). Not financial advice.
How frequently does FDS data refresh on this page?
FDS prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven FDS's recent stock price performance?
FactSet Research Systems Inc. (FDS) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Comprehensive suite of financial data and analytics solutions. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data as of 2026-05-09.
- Financial metrics are based on the most recent available data.
- Competitive landscape assessment is based on publicly available information.