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: 12,598
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
438% more call options, than puts
Call options by funds: $29.2M | Put options by funds: $5.43M
40% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 7 (+2) [Q4]
30% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 73
7% more capital invested
Capital invested by funds: $16.5B [Q3] → $17.6B (+$1.19B) [Q4]
1% more funds holding
Funds holding: 816 [Q3] → 827 (+11) [Q4]
0.12% more ownership
Funds ownership: 94.29% [Q3] → 94.41% (+0.12%) [Q4]
8% less repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 289
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$390
9%
downside
Avg. target
$448
5%
upside
High target
$503
17%
upside
5 analyst ratings
0 positive
0%
3 neutral
60%
2 negative
40%
BMO Capital Jeffrey Silber 40% 1-year accuracy 17 / 42 met price target | 9%upside $466 | Market Perform Maintained | 24 Mar 2025 |
UBS Alex Kramm 56% 1-year accuracy 10 / 18 met price target | 12%upside $480 | Neutral Maintained | 21 Mar 2025 |
Wells Fargo Jason Haas 47% 1-year accuracy 24 / 51 met price target | 6%downside $402 | Underweight Downgraded | 21 Mar 2025 |
Morgan Stanley Toni Kaplan 27% 1-year accuracy 7 / 26 met price target | 9%downside $390 | Underweight Maintained | 21 Mar 2025 |
RBC Capital Ashish Sabadra 46% 1-year accuracy 25 / 54 met price target | 17%upside $503 | Sector Perform Reiterated | 10 Mar 2025 |
Financial journalist opinion
Positive
24/7 Wall Street
1 week ago
Should You Buy 2025's 3 New Dividend Aristocrats?
Dividend stock investing has proved to be a superior investing strategy.
Positive
Zacks Investment Research
3 weeks ago
Here's Why Investors Must Hold FactSet Stock in Their Portfolios
The FDS stock is benefiting from a growing client base, shareholder-friendly policies and a robust liquidity position.
Positive
Zacks Investment Research
1 month ago
FDS Stock Barely Moves After Posting Q2 Earnings Beat, Revenue Rise
Growth across the Americas, EMEA and the Asia Pacific drives FactSet's top line in the second quarter of fiscal 2025.
Positive
Seeking Alpha
1 month ago
FactSet Research Systems: Reiterate Buy As Bull Case Gets Clearer
I reiterate my strong buy rating for FactSet Research Systems (FDS) due to strong EPS growth, pipeline bookings, and AI-driven product traction. FDS reported 2Q25 revenue of $570.7 million, with a healthy EBIT margin of 37.3%, and increased FY25 revenue guidance to $2.305-$2.325 billion. FDS's AI strategy, particularly Pitch Creator, shows promising adoption, with >2,000 active trials and >50 pipeline opportunities, enhancing productivity for investment bankers.
Positive
Seeking Alpha
1 month ago
FactSet: Not Yet A Buy; At $400 Per Share It Might Be
FactSet's business model is robust, driven by recurring revenues and high client retention, making it a reliable investment even during market turmoil. Q2 FY2025 results showed modest growth in subscriptions, revenues, and EPS, but market reaction was negative, causing a 2% drop in stock price. FactSet's dividend is sustainable and growing, but its current yield is low, making it less attractive for dividend-focused investors.
Neutral
Seeking Alpha
1 month ago
FactSet Research Systems Inc. (FDS) Q2 2025 Earnings Call Transcript
FactSet Research Systems Inc. (NYSE:FDS ) Q2 2025 Earnings Conference Call March 20, 2025 9:00 AM ET Company Participants Yet He - Interim Head of IR Philip Snow - Chief Executive Officer Helen Shan - Chief Financial Officer Goran Skoko - Chief Revenue Officer Conference Call Participants Kelsey Zhu - Autonomous Shlomo Rosenbaum - Stifel Alex Kramm - UBS Faiza Alwy - Deutsche Bank Ashish Sabadra - RBC Brendan Popson - Barclays Owen Lau - Oppenheimer Andrew Nicholas - William Blair Craig Huber - Huber Research Partners George Tong - Goldman Sachs Toni Kaplan - Morgan Stanley Ryan Griffin - BMO Capital Markets Jason Haas - Wells Fargo Surinder Thind - Jefferies Operator Good day, and thank you for standing by. Welcome to the FactSet Second Quarter 2025 Earnings Conference Call.
Neutral
Zacks Investment Research
1 month ago
FactSet (FDS) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for FactSet (FDS) give a sense of how the business performed in the quarter ended February 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 month ago
FactSet Research (FDS) Tops Q2 Earnings Estimates
FactSet Research (FDS) came out with quarterly earnings of $4.28 per share, beating the Zacks Consensus Estimate of $4.19 per share. This compares to earnings of $4.22 per share a year ago.
Neutral
GlobeNewsWire
1 month ago
FactSet Reports Results for Second Quarter 2025
NORWALK, Conn., March 20, 2025 (GLOBE NEWSWIRE) -- FactSet (“FactSet” or the “Company”) (NYSE:FDS) (NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced results for its second quarter fiscal 2025 ended February 28, 2025.
Positive
Zacks Investment Research
1 month ago
Unlocking Q2 Potential of FactSet (FDS): Exploring 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 February 2025.
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