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 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: 12,598
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
321% more call options, than puts
Call options by funds: $17.2M | Put options by funds: $4.09M
0% more funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 7 (+0) [Q1 2025]
0.95% less ownership
Funds ownership: 94.42% [Q4 2024] → 93.47% (-0.95%) [Q1 2025]
3% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 89
8% less repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 292
3% less funds holding
Funds holding: 831 [Q4 2024] → 808 (-23) [Q1 2025]
8% less capital invested
Capital invested by funds: $17.6B [Q4 2024] → $16.1B (-$1.5B) [Q1 2025]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$390
7%
downside
Avg. target
$448
7%
upside
High target
$503
20%
upside
5 analyst ratings
0 positive
0%
3 neutral
60%
2 negative
40%
RBC Capital Ashish Sabadra | 20%upside $503 | Sector Perform Reiterated | 3 Jun 2025 |
BMO Capital Jeffrey Silber | 11%upside $466 | Market Perform Maintained | 24 Mar 2025 |
UBS Alex Kramm | 14%upside $480 | Neutral Maintained | 21 Mar 2025 |
Wells Fargo Jason Haas | 4%downside $402 | Underweight Downgraded | 21 Mar 2025 |
Morgan Stanley Toni Kaplan | 7%downside $390 | Underweight Maintained | 21 Mar 2025 |
Financial journalist opinion
Based on 5 articles about FDS published over the past 30 days
Positive
Seeking Alpha
1 week ago
Top 50 High-Quality Dividend Stocks For June 2025
I track 50 high-quality dividend growth stocks to identify opportune investments, updating valuation ratings daily to focus on attractive opportunities. In this turbulent year, my investable universe outperformed SPY and SCHD year-to-date, with a gain of 2.08% compared to 0.56% and -3.36%. This month, 12 stocks had valuation rating changes; 5 were upgrades, including Ferrari, Pool Corporation and Accenture PLC, all with strong expected returns.
Neutral
GlobeNewsWire
1 week ago
FactSet Announces CEO Succession Plan
Sanoke Viswanathan Appointed Chief Executive Officer Effective Early September 2025 Phil Snow to Retire After Accomplished 30-Year Career with FactSet, Including 10 Years as CEO NORWALK, Conn., June 03, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced that its Board of Directors has appointed Sanoke Viswanathan as Chief Executive Officer, effective early September 2025.
Neutral
GlobeNewsWire
2 weeks ago
FactSet Schedules Third Quarter 2025 Earnings Call
NORWALK, Conn., May 29, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced it will release its financial and operating results for the third quarter fiscal 2025, ending May 31, 2025, on Monday, June 23, 2025. FactSet will also host a conference call to discuss these results at 9:00 a.m. Eastern Time on Monday, June 23, 2025.
Neutral
GlobeNewsWire
3 weeks ago
FactSet to Participate in the Bernstein 41st Annual Strategic Decisions Conference
NORWALK, Conn., May 22, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced that Chief Executive Officer Phil Snow will participate in a fireside chat at the Bernstein 41st Annual Strategic Decisions Conference in New York on Thursday, May 29, 2025, at 8:00 a.m. Eastern Time.
Positive
Seeking Alpha
3 weeks ago
69 May Aristocrats: Buy 1 Of 38 "Safer" Dividend Dogs
Many S&P 500 Dividend Aristocrats remain overvalued, but select high-yield 'Dogs' like Realty Income and Amcor offer attractive entry points for income investors. Analyst forecasts suggest the top ten Aristocrat Dogs could deliver 16% to 38% net gains by May 2026, with average risk below the market. Caution: Fourteen Aristocrats have negative free cash flow margins, making their dividends less secure despite high yields—focus on 'safer' picks like Hormel.
Neutral
PRNewsWire
1 month ago
CredCore Advances AI Innovation in Debt Capital Markets with Data Provided by FactSet
NORWALK, Conn. , May 7, 2025 /PRNewswire/ -- CredCore, a vertical-AI company transforming the debt capital markets, is now part of FactSet's AI Partner Program and will begin to integrate FactSet's trusted Debt Capital Structure (DCS) DataFeed into CredCore's AI platform.
Positive
24/7 Wall Street
1 month ago
3 Dividend Aristocrat Stocks To Buy in May and Hold Forever
Instead of selling, you can buy these dividend stocks in May and go away. These Dividend Aristocrat stocks have both upside potential and pay dividends.
Positive
Seeking Alpha
1 month ago
Top 50 High-Quality Dividend Stocks For May 2025
I track 50 high-quality dividend growth stocks to identify opportune investments, updating valuation ratings daily to focus on attractive opportunities. Despite a market sell-off, my investable universe outperformed SPY and SCHD year-to-date, with a loss of -1.83% compared to -5.49% and -4.64%. This month, 17 stocks had valuation rating changes; 10 were upgrades, including Jack Henry & Associates, West Pharma, and EOG Resources, all with strong expected returns.
Neutral
GlobeNewsWire
1 month ago
FactSet Increases Dividend
NORWALK, Conn., May 01, 2025 (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 6% increase in the regular quarterly cash dividend of $1.04 per share to $1.10 per share.
Positive
Seeking Alpha
1 month ago
Best Dividend Aristocrats For May 2025
Despite a strong start, the Dividend Aristocrats are underperforming the S&P 500 in April, with NOBL down 4.88% and SPY down 1.53%. The best-performing Dividend Aristocrats YTD include Consolidated Edison (+25.65%), Cardinal Health (+17.82%), and Coca-Cola (+16.18%). 33 out of 69 Dividend Aristocrats have announced dividend increases in 2025, with an average growth rate of 4.33%.
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