FactSet Research Systems (FDS) Resumen de Acciones
FactSet Research Systems Inc., junto con sus filiales, opera como plataforma digital financiera y proveedor de soluciones empresariales para la comunidad inversora. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 2/6 |
| Dividendos | 5/6 |
Recompensas
Análisis de riesgos
FDS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$313.99
FV
16.2% infravalorado descuento intrínseco15.00%
Revenue growth p.a.
209
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Competidores de FactSet Research Systems Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$263.20 |
| Máximo en las últimas 52 semanas | US$404.09 |
| Mínimo de 52 semanas | US$185.00 |
| Beta | 0.72 |
| Cambio en 1 mes | 7.19% |
| Variación en 3 meses | 15.65% |
| Cambio de 1 año | -32.74% |
| Variación en 3 años | -37.64% |
| Variación en 5 años | -27.33% |
| Variación desde la OPV | 5,821.99% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 22
FDS: AI Margin Pressure And Pricing Power Risks Will Drive Multiple Compression
The analyst price target for FactSet Research Systems has been recalibrated to $210 from $253, as analysts factor in higher modeled revenue growth alongside slightly lower margin assumptions and a reduced future P/E multiple. This reflects mixed views on AI driven upside, ongoing investment related margin pressure, and evolving competitive and pricing risks cited across recent research.Seeking Alpha • Jul 16
10.9% Run Up, But Still Undervalued: FactSet
Summary FactSet Research Systems remains undervalued, trading at a 44% discount to a fair value estimate of $445 per share. FDS's AI-enhanced products are driving organic ASV growth (+7% in Q3 2026), with clients using AI solutions growing ASV 50% faster than non-AI clients. FDS delivers a 1.8% dividend yield with a payout ratio in the mid-20% range, supporting 6%–8% annual dividend growth and a 26-year Dividend Aristocrat streak. Despite a recent 13% price recovery, FDS offers potential for 83% total return by May 2027, supported by strong EPS growth and ongoing share count reduction. Read the full article on Seeking AlphaRecent updates
Actualización de narrativa • Jul 22
FDS: AI Margin Pressure And Pricing Power Risks Will Drive Multiple Compression
The analyst price target for FactSet Research Systems has been recalibrated to $210 from $253, as analysts factor in higher modeled revenue growth alongside slightly lower margin assumptions and a reduced future P/E multiple. This reflects mixed views on AI driven upside, ongoing investment related margin pressure, and evolving competitive and pricing risks cited across recent research.Seeking Alpha • Jul 16
10.9% Run Up, But Still Undervalued: FactSet
Summary FactSet Research Systems remains undervalued, trading at a 44% discount to a fair value estimate of $445 per share. FDS's AI-enhanced products are driving organic ASV growth (+7% in Q3 2026), with clients using AI solutions growing ASV 50% faster than non-AI clients. FDS delivers a 1.8% dividend yield with a payout ratio in the mid-20% range, supporting 6%–8% annual dividend growth and a 26-year Dividend Aristocrat streak. Despite a recent 13% price recovery, FDS offers potential for 83% total return by May 2027, supported by strong EPS growth and ongoing share count reduction. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 08
FDS: AI Partnerships And Subscription Gains Will Support Long Term Upside
The analyst fair value estimate for FactSet Research Systems has been reduced from $430.00 to about $325.84, as analysts weigh higher usage and AI driven subscription gains against ongoing margin pressure and questions around long term terminal value. Analyst Commentary Recent Street research on FactSet Research Systems shows a mix of optimism about AI driven growth and usage trends, tempered by concerns around margins and long term terminal value.
Actualización de narrativa • Jun 24
FDS: Practical AI Integration And Subscriptions Will Counter Pricing Power Concerns
The analyst price target for FactSet Research Systems has been reduced by $4.75 to $247.50, as analysts factor in weaker pricing power, AI related disintermediation risk, and pressure on structurally challenged end markets highlighted in recent Street research. Analyst Commentary Street research on FactSet Research Systems highlights a mix of caution on pricing power and AI risk, alongside some constructive views on product positioning and subscription dynamics.Actualización de narrativa • Jun 05
FDS: AI And Managed Services Momentum Will Offset Lowered Street Expectations
Analysts have trimmed the implied fair value for FactSet Research Systems slightly from about $252.44 to $252.25. A series of reduced Street price targets, including cuts from firms such as RBC, UBS, BMO, Stifel, Goldman Sachs, Morgan Stanley, and Deutsche Bank, reflects updated views on discount rates, long term growth drivers, and valuation multiples, despite ongoing expectations for resilient subscription demand and managed services momentum.Actualización de narrativa • May 18
FDS: AI Partnerships And Competitive Wins Will Support Future Relevance
FactSet Research Systems' updated analyst price target edges slightly lower to reflect a modestly reduced valuation multiple, as analysts weigh recent target cuts and commentary around competitive intensity and AI related risks against Q2 results supported by competitive wins and higher pricing. Analyst Commentary Recent research on FactSet presents a mixed picture, with analysts weighing solid Q2 execution against a reset in expectations for growth and competitive positioning, especially around AI and market data.Actualización de narrativa • Apr 28
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.Actualización de narrativa • Apr 12
FDS: 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.Actualización de narrativa • Mar 27
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.Actualización de narrativa • Mar 12
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.Actualización de narrativa • Feb 26
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.Actualización de narrativa • Feb 10
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.
Nueva narrativa • Feb 07
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).Actualización de narrativa • Jan 27
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.Actualización de narrativa • Jan 10
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.Actualización de narrativa • Dec 16
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.Actualización de narrativa • Dec 02
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.Actualización de narrativa • Nov 17
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.Actualización de narrativa • Nov 03
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.Actualización de narrativa • Oct 20
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.Actualización de narrativa • Oct 05
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.Artículo de análisis • Sep 20
Risks Still Elevated At These Prices As FactSet Research Systems Inc. (NYSE:FDS) Shares Dive 25%
To the annoyance of some shareholders, FactSet Research Systems Inc. ( NYSE:FDS ) shares are down a considerable 25% in...Actualización de narrativa • 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.Actualización de narrativa • Sep 04
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.Rentabilidad de los accionistas
| FDS | US Capital Markets | Mercado US | |
|---|---|---|---|
| 7D | 3.5% | -1.1% | 0.9% |
| 1Y | -32.7% | 0.7% | 17.5% |
Rentabilidad vs. Industria: Los resultados de FDS fueron inferiores a los de la industria US Capital Markets, que obtuvo un rendimiento del 0.7% el año pasado.
Rentabilidad vs. Mercado: FDS obtuvo unos resultados inferiores a los del mercado US, que fueron del 17.5% el año pasado.
Volatilidad de los precios
| FDS volatility | |
|---|---|
| FDS Average Weekly Movement | 8.3% |
| Capital Markets Industry Average Movement | 3.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: FDS no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de FDS (8%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1978 | 12,694 | Sanoke Viswanathan | www.factset.com |
FactSet Research Systems Inc., junto con sus filiales, opera como plataforma digital financiera y proveedora de soluciones empresariales para la comunidad inversora. Ofrece datos, productos y aplicaciones analíticas; así como estaciones de trabajo, análisis de carteras y soluciones de datos empresariales, además de servicios gestionados para dar soporte a los flujos de trabajo relacionados con los datos, el rendimiento, el riesgo y la elaboración de informes. La empresa también proporciona datos financieros e inteligencia de mercado, mediante suscripción, sobre valores, empresas, sectores y personas, lo que permite a los clientes investigar ideas de inversión, así como analizar, supervisar y gestionar carteras; además de soluciones que abarcan el ciclo de vida de la inversión, desde el análisis de inversiones, la construcción y el análisis de carteras, la ejecución de operaciones, la medición del rendimiento y la gestión de riesgos hasta la elaboración de informes.
Resumen de fundamentos de FactSet Research Systems Inc.
| Estadísticas fundamentales de FDS | |
|---|---|
| Capitalización bursátil | US$9.35b |
| Beneficios(TTM) | US$565.97m |
| Ingresos (TTM) | US$2.44b |
16.5x
Ratio precio-beneficio (PE)3.8x
Ratio precio-ventas (PS)¿Está FDS sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de FDS | |
|---|---|
| Ingresos | US$2.44b |
| Coste de los ingresos | US$1.19b |
| Beneficio bruto | US$1.25b |
| Otros gastos | US$686.97m |
| Beneficios | US$565.97m |
Últimos beneficios comunicados
May 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 15.91 |
| Margen bruto | 51.38% |
| Margen de beneficio neto | 23.21% |
| Ratio deuda/patrimonio | 68.4% |
¿Cómo se ha desempeñado FDS a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.8%
Rentabilidad actual por dividendo29%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/31 13:19 |
| Precio de las acciones al final del día | 2026/07/31 00:00 |
| Beneficios | 2026/05/31 |
| Ingresos anuales | 2025/08/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
FactSet Research Systems Inc. está cubierta por 30 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| null null | Argus Research Company |
| Manav Patnaik | Barclays |
| Edward Atorino | Benchmark Company |