FactSet Research Systems Inc.

NYSE:FDS Rapport sur les actions

Capitalisation boursière : US$8.7b

FactSet Research Systems Croissance future

Future contrôle des critères 2/6

FactSet Research Systems devrait augmenter ses bénéfices et son chiffre d'affaires de 8.2% et de 5.3% par an respectivement. Le BPA devrait croître de de 12.1% par an. Le rendement des capitaux propres devrait être 30.9% dans 3 ans.

Informations clés

8.2%

Taux de croissance des bénéfices

12.06%

Taux de croissance du BPA

Capital Markets croissance des bénéfices12.6%
Taux de croissance des recettes5.3%
Rendement futur des capitaux propres30.94%
Couverture par les analystes

Good

Dernière mise à jour02 Jul 2026

Mises à jour récentes de la croissance future

Recent updates

Seeking Alpha • Jun 28

FactSet Has Been Cut In Half, But I Think The Market Is Wrong (Earnings Preview)

Summary FactSet has experienced a significant share price decline, nearly halving over the past year. I see FDS as a potential dislocation opportunity, with its valuation potentially diverging from intrinsic value amid sector bifurcation. FDS operates a subscription-based financial data platform serving over 9,000 clients and 240,000 investment professionals. Investor concerns center on AI-driven data commoditization and potential client headcount reductions impacting FDS's business model. Read the full article on Seeking Alpha
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Nouveau récit • 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).
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Seeking Alpha • Mar 21

FactSet: Not Yet A Buy; At $400 Per Share It Might Be

Summary 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. Historically, buying FactSet after a 20% drop has been optimal; I am waiting for it to reach around $400 per share. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:FDS - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
8/31/20282,76968574893013
8/31/20272,61362971186616
8/31/20262,46955669180916
5/31/20262,438566708830N/A
2/28/20262,401588683799N/A
11/30/20252,361600647761N/A
8/31/20252,322597617726N/A
5/31/20252,287533577677N/A
2/28/20252,254543565662N/A
11/30/20242,230539536632N/A
8/31/20242,203537615700N/A
5/31/20242,177513634693N/A
2/29/20242,154489609673N/A
11/30/20232,123480635694N/A
8/31/20232,086468585646N/A
5/31/20232,049507565641N/A
2/28/20232,008448549615N/A
11/30/20221,924426511572N/A
8/31/20221,844397487538N/A
5/31/20221,756394522572N/A
2/28/20221,667419467520N/A
11/30/20211,628406487539N/A
8/31/20211,591400494555N/A
5/31/20211,563388468530N/A
2/28/20211,538388486540N/A
11/30/20201,516380430499N/A
8/31/20201,494373428506N/A
5/31/20201,475375379468N/A
2/29/20201,465366N/A477N/A
11/30/20191,450362N/A477N/A
8/31/20191,435353N/A427N/A
5/31/20191,417330N/A412N/A
2/28/20191,392313N/A378N/A
11/30/20181,373281N/A371N/A
8/31/20181,350267N/A386N/A
5/31/20181,331258N/A380N/A
2/28/20181,303248N/A346N/A
11/30/20171,262262N/A331N/A
8/31/20171,221258N/A321N/A
5/31/20171,182343N/A290N/A
2/28/20171,157344N/A295N/A
11/30/20161,145345N/A311N/A
8/31/20161,127339N/A331N/A
5/31/20161,102257N/A345N/A
2/29/20161,069251N/A350N/A
11/30/20151,035245N/A306N/A
8/31/20151,007241N/A306N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de FDS ( 8.2% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de FDS ( 8.2% par an) devraient croître plus lentement que le marché US ( 18.6% par an).

Croissance élevée des bénéfices: Les bénéfices de FDS devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de FDS ( 5.3% par an) devrait croître plus lentement que le marché de US ( 12.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de FDS ( 5.3% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de FDS devrait être élevé dans 3 ans ( 30.9 %)

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/02 21:13
Cours de l'action en fin de journée2026/07/02 00:00
Les revenus2026/05/31
Revenus annuels2025/08/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

FactSet Research Systems Inc. est couverte par 30 analystes. 16 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null nullArgus Research Company
Manav PatnaikBarclays
Edward AtorinoBenchmark Company