Factset

FDS

Market cap $12.7B

Overview Fund Activity

336.04 USD

-9.15

2.65%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

340.00

+3.96

1.18%

1 day

-2.65%

5 days

-7.52%

1 month

-9.46%

3 months

-20.69%

6 months

-23.57%

Year to date

-29.48%

1 year

-25.04%

5 years

0.9%

10 years

102.78%

About: FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for roughly 82% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.

Employees: 12,579

Financials Financial Data & Stock Exchanges

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 6 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

24% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 79

14% more call options, than puts

Call options by funds: $29.2M | Put options by funds: $25.7M

1% more funds holding

Funds holding: 814 [Q1] → 824 (+10) [Q2]

0% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 282

0.33% more ownership

Funds ownership: 93.48% [Q1] → 93.81% (+0.33%) [Q2]

2% less capital invested

Capital invested by funds: $16.2B [Q1] → $15.8B (-$314M) [Q2]

43% less funds holding in top 10

Funds holding in top 10: 7 [Q1] → 4 (-3) [Q2]

See Fund Rankings

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$355

6% upside

Avg. target

$411

22% upside

High target

$503

50% upside

6 analyst ratings

0 positive

0%

4 neutral

67%

2 negative

33%

Rothschild & Co Russell Quelch	$370	Neutral Upgraded	12 Sep 2025
Evercore ISI Group David Motemeden	$394	In-Line Maintained	10 Sep 2025
Wells Fargo Jason Haas	$355	Underweight Maintained	5 Sep 2025
BMO Capital Jeffrey Silber	$452	Market Perform Maintained	24 Jun 2025
RBC Capital Ashish Sabadra	$503	Sector Perform Reiterated	24 Jun 2025
Morgan Stanley Toni Kaplan	$393	Underweight Maintained	24 Jun 2025

See Analyst Rankings

Financial journalist opinion

Based on 14 articles about FDS published over the past 30 days

How To Trade FactSet Stock Ahead of Earnings

FactSet Research Systems (NYSE:FDS) is scheduled to announce its earnings on Thursday, September 18, 2025. Revenue is anticipated to be approximately 593 million, reflecting an increase of about 5.5% compared to the previous year, according to consensus estimates, while earnings are estimated to be around $4.13 per share.

How To Trade FactSet Stock Ahead of Earnings

Zacks Investment Research

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

FDS gears up to post Q4 results, with revenues expected at $592.6M and EPS at $4.15, pointing to year-over-year growth across regions.

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

Top Wall Street Forecasters Revamp FactSet Research Expectations Ahead Of Q4 Earnings

FactSet Research Systems Inc. FDS will release earnings for the fourth quarter, before the opening bell on Thursday, Sept. 18.

Top Wall Street Forecasters Revamp FactSet Research Expectations Ahead Of Q4 Earnings

Zacks Investment Research

Unveiling FactSet (FDS) Q4 Outlook: Wall Street Estimates for Key Metrics

Evaluate the expected performance of FactSet (FDS) for the quarter ended August 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Unveiling FactSet (FDS) Q4 Outlook: Wall Street Estimates for Key Metrics

FactSet: Dividend Aristocrat That Appears To Be On Sale

FactSet has a very diversified customer base, with its largest client accounting for approximately 3% of annual revenue. To date, FactSet has increased its dividend for 27 consecutive years. That qualifies it for its status as a vaunted Dividend Aristocrat, reinforcing just how consistent and reliable this business has been for decades. FDS stock is now trading hands for a P/E ratio of 26.2. In absolute terms, that's not low. However, in comparison to the stock's own five-year average P/E ratio of 35.1, it is low.

FactSet: Dividend Aristocrat That Appears To Be On Sale

FactSet Adds J.P. Morgan, Barclays to Aftermarket Research Offering

NORWALK, Conn., Sept. 15, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced that J.P.

FactSet Adds J.P. Morgan, Barclays to Aftermarket Research Offering

Wall Street Week Ahead

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.

Wall Street Week Ahead

Zacks Investment Research

FactSet Research (FDS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

FactSet (FDS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

FactSet Research (FDS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

FactSet Brings AI-Powered Fixed Income Data to Investors, First to Add MarketAxess CP+ to the Desktop

As commercial bond markets fluctuate, FactSet expands its fixed income capabilities, adding more real-time pricing insights with integration of MarketAxess' award-winning CP+ data

FactSet Brings AI-Powered Fixed Income Data to Investors, First to Add MarketAxess CP+ to the Desktop

Top 50 High-Quality Dividend Stocks For September 2025

I track a universe of 50 high-quality dividend growth stocks to identify attractive investment opportunities based on valuation and future return potential. My custom valuation model highlights 23 stocks with estimated future returns above 10%, with 12 of these also appearing undervalued by free cash flow. Top picks include Resmed, MarketAxess, Ferrari, MSCI, Accenture, and others, each offering strong return estimates and solid business fundamentals.

Top 50 High-Quality Dividend Stocks For September 2025

See News Rankings

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