FDS logo

FACTSET RESEARCH SYSTEMS INC

FDSNYSE
πŸ† #918 by market capEarnings Sep 30 Β· PreUS Equity
$257.84β–Ό $9.46 (βˆ’3.67%)
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24hβ–Ό 3.7%
7dβ–Ό 6.9%
14dβ–Ό 6.9%
30dβ–Ό 16.6%
ytdβ–Ό 11.1%
1yβ–Ό 11.3%
🏦Market Cap
$9.17B
Small Cap
πŸ“ˆRevenue Growth (YoY)
+6.6%
Slowing
πŸ“ŠGross Margin
51.4%
Healthy
πŸ’΅FCF Margin
29.0%
Strong
βš–οΈP/S Ratio
3.9x
Fair
Otter Score
64
Fair

Trading Snapshot

Day Range
$255.89 – $259.03
52-Week Range
$185.00 – $320.48
Volume
$2.74B
Avg Volume
$1.84B
Shares Outstanding
35.6M
Next Earnings
Dec 15, 2026

Fundamentals Snapshot

Annual Revenue
$2.32B
Last Q Revenue
$623M
P/E Ratio
17.0
P/S Ratio
3.9x
EPS (TTM)
$15.17
Dividend Yield
1.71%
Dilution (1yr)
βˆ’2.3%

Why Investors Own FDS

  • βœ“High-growth profile β€” revenue up +19.8% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 51% gross margin and 13% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

FDS logo

FACTSET RESEARCH SYSTEMS INC

FDS
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$2.3Bβ–² +5.4% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
52.7%β–Ό βˆ’2.5% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
$748Mβ–² +6.7% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
$617Mβ–² +0.5% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
37.6Mβ–Ό βˆ’2.3% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
βˆ’$1.3Bβ–Ό βˆ’$22M YoY
StockOtter Β· stockotter.space

About FACTSET RESEARCH SYSTEMS INC

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.

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Otter Score Breakdown

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Fair
64/100

Analyst Ratings

β“˜
Consensus
Hold
27 analysts
Strong Buy0
Buy3
Hold13
Sell9
Strong Sell2
Ratings as of Sep 2026

Latest News & Updates

Seeking AlphaΒ·1d ago

FactSet Q4 Earnings: Why A Strong Beat Is Coming

FactSet remains resilient against AI disruption fears, supported by strong moats and embedded products in financial workflows. FDS's Q4 setup appears favorable, with expected ASV and EPS beats likely to drive renewed inv

Zacks Investment ResearchΒ·4d ago

FactSet to Report Q4 Earnings: What's in Store for the Stock?

FDS heads into the Q4 earnings release with revenues seen rising 5.3% and earnings growing 6.7%, supported by AI demand, client penetration and cost management.

Zacks Investment ResearchΒ·4d ago

Ahead of FactSet (FDS) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics

Beyond analysts' top-and-bottom-line estimates for FactSet (FDS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended August 2026.

GlobeNewsWireΒ·4d ago

FactSet Appoints Marcel Prins to Board of Directors

NORWALK, Conn., Sept. 25, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a leading global intelligence and AI solutions provider to the financial markets, today announced the appointment of Marcel Prins to i

Zacks Investment ResearchΒ·5d ago

FDS Stock Jumps 29.1% in 3 Months: Here's What You Should Know

FactSet's AI adoption, rising cash flow and steady capital returns help deepen client ties and expand wallet share after a sharp three-month stock gain.

Zacks Investment ResearchΒ·5d ago

Here's Why FactSet Research (FDS) is a Strong Value Stock

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.