Factset
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
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
47% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 66
7% more capital invested
Capital invested by funds: $15.6B [Q2] → $16.7B (+$1.12B) [Q3]
3% more funds holding
Funds holding: 793 [Q2] → 814 (+21) [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: 274 | Existing positions reduced: 293
4.36% less ownership
Funds ownership: 100.07% [Q2] → 95.71% (-4.36%) [Q3]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
BMO Capital Jeffrey Silber 57% 1-year accuracy 21 / 37 met price target | 11%upside $518 | Market Perform Maintained | 23 Dec 2024 |
Stifel Shlomo Rosenbaum 74% 1-year accuracy 14 / 19 met price target | 6%upside $493 | Hold Maintained | 20 Dec 2024 |
RBC Capital Ashish Sabadra 86% 1-year accuracy 50 / 58 met price target | 8%upside $503 | Sector Perform Reiterated | 20 Dec 2024 |
Morgan Stanley Toni Kaplan 50% 1-year accuracy 12 / 24 met price target | 12%downside $409 | Underweight Maintained | 12 Dec 2024 |
UBS Alex Kramm 81% 1-year accuracy 13 / 16 met price target | 12%upside $525 | Neutral Maintained | 15 Nov 2024 |
Financial journalist opinion
Based on 3 articles about FDS published over the past 30 days









