Factset
FDS
Market cap $18.2B

479.57 USD

-3.99

0.83%

Updated Dec 5, 1:42 PM EST

1 day

-0.83%

5 days

-2.19%

1 month

2.48%

3 months

12.31%

6 months

19.56%

Year to date

3.64%

1 year

7.41%

5 years

81.81%

10 years

249.21%

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 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: 12,398

Information Technology Computer Programming, Data Processing, Etc.

0

Funds holding %

of 6,790 funds

0

Analysts bullish %

of 10 analysts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

100% more call options, than puts

Call options by funds: $81M | Put options by funds: $40.5M

22% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 79

7% more capital invested

Capital invested by funds: $15.4B [Q2] → $16.5B (+$1.08B) [Q3]

2% more funds holding

Funds holding: 793 [Q2] → 810 (+17) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 5 [Q2] → 5 (+0) [Q3]

6% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 291

4.53% less ownership

Funds ownership: 98.91% [Q2] → 94.38% (-4.53%) [Q3]

See Fund Rankings

Research analyst outlook

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

Low target

$380

21%

downside

Avg. target

$483

1%

upside

High target

$525

9%

upside

10 analyst ratings

0 positive

0%

9 neutral

90%

1 negative

10%

RBC Capital Ashish Sabadra 92% 1-year accuracy 36 / 39 met price target	5%upside $503	Sector Perform Reiterated	15 Nov 2024
UBS Alex Kramm 92% 1-year accuracy 11 / 12 met price target	9%upside $525	Neutral Maintained	15 Nov 2024
BMO Capital Jeffrey Silber 66% 1-year accuracy 19 / 29 met price target	9%upside $521	Market Perform Maintained	15 Nov 2024
Redburn Atlantic Russell Quelch 0% 1-year accuracy 0 / 1 met price target	21%downside $380	Sell Downgraded	9 Oct 2024
Evercore ISI Group David Motemeden 100% 1-year accuracy 1 / 1 met price target	2%downside $470	In-Line Initiated	2 Oct 2024

See Analyst Rankings

Financial journalist opinion

Based on 4 articles about FDS published over the past 30 days

Zacks Investment Research

Here's Why You Should Retain FactSet Stock in Your Portfolio Now

FDS' robust tech-savvy initiatives are boosting the company's prospects. However, elevated operating expenses are major headwinds.

Here's Why You Should Retain FactSet Stock in Your Portfolio Now

Zacks Investment Research

IKTSY or FDS: Which Is the Better Value Stock Right Now?

Investors interested in Business - Information Services stocks are likely familiar with INTERTEK GP (IKTSY) and FactSet Research (FDS). But which of these two companies is the best option for those looking for undervalued stocks?

IKTSY or FDS: Which Is the Better Value Stock Right Now?

Natixis IM Announces Fifth Edition of The Students Challenge

BOSTON--(BUSINESS WIRE)--Natixis Investment Managers announced the launch of its fifth edition of The Students Challenge for students aspiring to build a career in finance.

Natixis IM Announces Fifth Edition of The Students Challenge

FactSet Declares Dividend

NORWALK, Conn., Nov. 07, 2024 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced that its Board of Directors approved a regular quarterly cash dividend of $1.04 per share.

FactSet Declares Dividend

FactSet to Acquire Irwin

Integrating investor engagement into FactSet's research workflows for an end-to-end IR solution Integrating investor engagement into FactSet's research workflows for an end-to-end IR solution

FactSet to Acquire Irwin

This FactSet Research Analyst Turns Bearish; Here Are Top 4 Downgrades For Wednesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

This FactSet Research Analyst Turns Bearish; Here Are Top 4 Downgrades For Wednesday

Top 50 High Quality Dividend Stocks - September 2024 Results

I track 50 high-quality dividend stocks, updating their valuations daily to identify Strong Buy, Buy, Hold, and Trim opportunities based on historical free cash flow trends. September's performance: Strong Buy portfolio gained 4.75%, Buy or better 3.18%, and Expected ROR 2.01%, all outperforming the investable universe and SCHD. My hypothesis is these model portfolios will deliver alpha over SPY and SCHD long term, focusing on attractively valued stocks and expected returns.

Top 50 High Quality Dividend Stocks - September 2024 Results

FactSet Research Systems: A Resilient Business For The Long Term

FactSet Research Systems Inc., founded in 1978, has evolved into a leading financial information provider, offering verified data via multiple platforms and supporting various client workflows. FactSet's revenue is resilient and recurring, with over $2.2 billion annually, a 38% operating margin, and a retention rate consistently above 90%. Strategic investments focus on expanding data, embedding into client workflows, and leveraging AI, ensuring continued growth and competitive advantage.

FactSet Research Systems: A Resilient Business For The Long Term

High-Quality Dividend Stock Universe: FactSet Research Systems Shows Attractive Valuation

FactSet Research Systems Inc. is a high-quality financial data provider with consistent revenue growth, stable profit margins, and a decent return on invested capital. FDS has a strong history of dividends, nearly reaching the coveted Dividend Aristocrat status. The company reported strong earnings last week, with revenue and EPS beats, a solid retention rate, and improved operating margins, leading to a positive market response.

High-Quality Dividend Stock Universe: FactSet Research Systems Shows Attractive Valuation

FactSet Research Systems: Growth Runway Is Clear Ahead

I reiterate my buy rating for FactSet Research Systems due to the positive growth outlook driven by recent and expected Fed rate cuts. FDS reported strong revenue growth and profit margins, with EPS beating consensus estimates, despite a challenging selling environment and one-off expenses. Management's conservative FY25 guidance is likely to be exceeded due to GenAI solutions, easy growth comps, and improving macroeconomic conditions.

FactSet Research Systems: Growth Runway Is Clear Ahead

See News Rankings

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