FactSet Research Systems (FDS) Stock Overview
Operates as a financial digital platform and enterprise solutions provider for the investment community. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 2/6 |
| Past Performance | 4/6 |
| Financial Health | 3/6 |
| Dividends | 5/6 |
FDS Community Fair Values
Create NarrativeSee what 50 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$313.99
FV
27.5% undervalued intrinsic discount15.00%
Revenue growth p.a.
171
users have viewed this narrative2users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
FactSet Research Systems Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$227.58 |
| 52 Week High | US$474.79 |
| 52 Week Low | US$185.00 |
| Beta | 0.72 |
| 1 Month Change | -0.044% |
| 3 Month Change | -8.51% |
| 1 Year Change | -47.63% |
| 3 Year Change | -43.93% |
| 5 Year Change | -32.48% |
| Change since IPO | 5,020.54% |
Recent News & Updates
FDS: AI Partnerships And Competitive Wins Will Support Future Returns
Analysts have trimmed the FactSet Research Systems price target slightly to $252.44 from $253.31. This reflects updated assumptions for a marginally higher discount rate, steady growth and profitability, a slightly lower future P/E, and recent target cuts that reference competitive pressures and investor concerns around AI in market data.Factset Research Systems: Don't Just Consume Data, Provide It
Apr 24FDS: AI Execution And Competitive Wins Will Support Future Returns
Analysts have reduced the implied fair value estimate for FactSet Research Systems to $253.31 from $280.06, reflecting a lower assumed future P/E multiple, despite slightly higher modeled revenue growth and profit margins, in line with a series of recent cuts to published price targets across the Street. Analyst Commentary Recent Street research on FactSet Research Systems has centered on valuation reset, competitive pressures in market data, and the role of artificial intelligence in reshaping investor expectations for growth and profitability.Recent updates
FDS: AI Partnerships And Competitive Wins Will Support Future Returns
Analysts have trimmed the FactSet Research Systems price target slightly to $252.44 from $253.31. This reflects updated assumptions for a marginally higher discount rate, steady growth and profitability, a slightly lower future P/E, and recent target cuts that reference competitive pressures and investor concerns around AI in market data.Factset Research Systems: Don't Just Consume Data, Provide It
Apr 24FDS: AI Execution And Competitive Wins Will Support Future Returns
Analysts have reduced the implied fair value estimate for FactSet Research Systems to $253.31 from $280.06, reflecting a lower assumed future P/E multiple, despite slightly higher modeled revenue growth and profit margins, in line with a series of recent cuts to published price targets across the Street. Analyst Commentary Recent Street research on FactSet Research Systems has centered on valuation reset, competitive pressures in market data, and the role of artificial intelligence in reshaping investor expectations for growth and profitability.FDS: AI Partnerships And Solid Execution Will Support Future Returns
Narrative Update on FactSet Research Systems The analyst price target for FactSet Research Systems is revised to about $280 from roughly $300, as analysts factor in a slightly lower assumed future P/E and reference growing competitive and AI related pressures in recent research updates. Analyst Commentary Recent Street research on FactSet Research Systems clusters around lower price targets and more cautious ratings, with a few analysts still seeing room for the shares at levels above the current consolidated target.FDS: AI Partnerships And Resilient Execution Will Support Future Returns
We trim our FactSet Research Systems analyst price target by about $5 to reflect recent Street moves toward lower targets, with analysts citing increased competitive pressure in market data and growing investor focus on AI driven disruption in the sector. Analyst Commentary Recent research on FactSet Research Systems reflects a split view, with some analysts trimming price targets and others making small upward adjustments, largely around questions on competitive intensity and the impact of AI on the market data industry.FDS: AI Partnerships And Steady Execution Will Support Future Returns
Analysts have trimmed their average price target on FactSet Research Systems to about $305 from $319, reflecting a more cautious stance as they weigh increased competitive pressure and AI related disruption in the market data industry against relatively steady assumptions for revenue growth, margins and future P/E. Analyst Commentary Recent Street research on FactSet highlights a mix of cautious and more balanced views as investors reassess the company’s role in a competitive market data space influenced by AI related uncertainty.FDS: AI Data Access And Buybacks Will Support Future Returns
Narrative Update on FactSet Research Systems The updated analyst price target for FactSet Research Systems has shifted modestly higher to about US$321. This reflects analysts' mixed sector views, incremental target moves across recent research, and slightly adjusted assumptions for discount rate, fair value and forward P/E multiples.
Future PE of 12.8x Shines Bright for FactSet Growth
At the current price of ~210 USD, the market is valuing FactSet as a certain victim of generative AI (“SaaSPocalypse”), completely ignoring the company’s structural transformation over the last 5 years. FactSet no longer sells just access to stock prices (which can be commoditized); it sells operational infrastructure built on four strategic pillars that are extremely hard for a chatbot to replace: Cobalt (Private Markets), CUSIP (Global Standards), Vermilion (Reporting), and Portware (Execution).FDS: AI Data Access And Buybacks Will Support Future Earnings Delivery
Narrative Update Analysts have nudged their price target for FactSet Research Systems slightly higher, with a move of about $1 to $321, reflecting small adjustments to fair value estimates and earnings expectations in a mixed Business Services sector. Analyst Commentary Recent commentary around FactSet Research Systems has focused on fine tuning fair value estimates rather than making big calls, with the latest move taking the price target to $321.FDS: AI Data Access And Buybacks Will Support Balanced Fair Value Outlook
Analysts have inched their price target on FactSet Research Systems up by US$1 to US$321, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that are broadly consistent with recent sector research. Analyst Commentary Bullish analysts are making only a modest adjustment to their fair value work, with the price target moving to US$321, which suggests their core thesis on FactSet Research Systems remains largely intact.FDS: AI Investments Will Deepen Platform Stickiness Despite Near-Term Margin Pressure
Analysts have modestly reduced their blended price target and fair value estimate for FactSet Research Systems, trimming projected long term valuation by about 1 percent to roughly $333 per share as they balance confidence in the company's sticky, AI enabled franchise against concerns over elevated investment spending, competitive pressures, and a lower margin outlook. Analyst Commentary Recent Street research reflects a divided view on FactSet, with some seeing an attractive entry point after the pullback while others focus on a structurally lower margin profile and intensifying competition.FDS: AI Integration Will Overcome Margin Pressures And Catalyze Long-Term Upside
Analysts have recently lowered their average price targets for FactSet Research Systems, reflecting mixed views on the company's margin outlook and investment phase. New targets are typically $50 to $100 below prior estimates as market participants remain cautious about competition from artificial intelligence and the earnings outlook for fiscal 2026.FDS: AI Adaptation And Leadership Will Drive Improved Market Positioning Ahead
Analysts have slightly lowered their price target for FactSet Research Systems, now expecting $335.94 per share compared to $337.81 previously. The change is attributed to continued investment-related margin pressures and evolving competitive dynamics, as highlighted in recent research notes.FDS: Client Retention And AI Integration Will Support Future Outperformance
Analysts have modestly lowered their price target for FactSet Research Systems, reducing the fair value estimate by less than one dollar to approximately $337.81. Recent research highlights a mix of AI-driven competitive pressures and the company's resilient industry position.Acquisitions Like Irwin And LiquidityBook Will Expand GenAI Services
The analyst fair value estimate for FactSet Research Systems was modestly reduced from $339.25 to $338.13. Analysts cite ongoing margin pressures and increased investment needs, which are offsetting stronger subscription performance and continued confidence in the company's long-term positioning.Acquisitions Like Irwin And LiquidityBook Will Expand GenAI Services
FactSet Research Systems’ analyst price target has been revised lower to $339.25 from $346.44, as analysts cite ongoing concerns about investment-related margin pressure and prolonged uncertainty around profit growth. This comes despite some positive views on the company’s competitive positioning.Risks Still Elevated At These Prices As FactSet Research Systems Inc. (NYSE:FDS) Shares Dive 25%
Sep 20
Acquisitions Like Irwin And LiquidityBook Will Expand GenAI Services
FactSet’s reduced analyst price target—from $428.38 to $346.44—reflects concerns over margin compression from ongoing investments, intensifying AI-driven competition, muted outlook guidance, and lingering uncertainty about growth reacceleration under the new CEO. Analyst Commentary Bearish analysts cite concerns that FactSet's ongoing investment phase will suppress margins into fiscal 2026, with uncertainty over whether these investments will meaningfully reaccelerate growth or are needed just to maintain competitiveness.Acquisitions Like Irwin And LiquidityBook Will Expand GenAI Services
Analysts maintain a cautious stance on FactSet Research Systems as modest organic ASV growth and broader market challenges temper enthusiasm, while stronger Q3 performance and persistent acquisition potential offset some concerns, leaving the consensus price target unchanged at $434.94. Analyst Commentary Recent de-rating in FactSet’s valuation increases the likelihood of acquisition, with private equity seen as a logical buyer due to attractive internal rate of return scenarios.FactSet Research Systems' (NYSE:FDS) Shareholders Will Receive A Bigger Dividend Than Last Year
May 29Should You Be Adding FactSet Research Systems (NYSE:FDS) To Your Watchlist Today?
May 08FactSet: Not Yet A Buy; At $400 Per Share It Might Be
Mar 21FactSet Research: The Facts Look A Lot Better
Feb 24FactSet Research Systems: I'm Confident About Low-Teens EPS Growth (Rating Upgrade)
Dec 20FactSet: Challenge Of Slowing Growth Amid A Stock Price Rise
Dec 11Shareholder Returns
| FDS | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 1.5% | 0.6% | 0.8% |
| 1Y | -47.6% | 15.1% | 27.8% |
Return vs Industry: FDS underperformed the US Capital Markets industry which returned 15.1% over the past year.
Return vs Market: FDS underperformed the US Market which returned 27.8% over the past year.
Price Volatility
| FDS volatility | |
|---|---|
| FDS Average Weekly Movement | 6.6% |
| Capital Markets Industry Average Movement | 3.7% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: FDS has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: FDS's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1978 | 12,840 | Sanoke Viswanathan | www.factset.com |
FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. It offers data, products, and analytical applications; and workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. The company also provides subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research investment ideas, as well as analyze, monitor, and manage portfolios; and solutions covering investment lifecycle of investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, and reporting.
FactSet Research Systems Inc. Fundamentals Summary
| FDS fundamental statistics | |
|---|---|
| Market cap | US$8.29b |
| Earnings (TTM) | US$587.79m |
| Revenue (TTM) | US$2.40b |
14.1x
P/E Ratio3.5x
P/S RatioIs FDS overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| FDS income statement (TTM) | |
|---|---|
| Revenue | US$2.40b |
| Cost of Revenue | US$1.15b |
| Gross Profit | US$1.25b |
| Other Expenses | US$659.21m |
| Earnings | US$587.79m |
Last Reported Earnings
Feb 28, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 16.13 |
| Gross Margin | 51.94% |
| Net Profit Margin | 24.48% |
| Debt/Equity Ratio | 64.3% |
How did FDS perform over the long term?
See historical performance and comparisonDividends
1.9%
Current Dividend Yield28%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/03 01:13 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2026/02/28 |
| Annual Earnings | 2025/08/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
FactSet Research Systems Inc. is covered by 29 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | Argus Research Company |
| Manav Patnaik | Barclays |
| Edward Atorino | Benchmark Company |