FactSet Research Systems Inc.

Report azionario NYSE:FDS

Capitalizzazione di mercato: US$9.6b

FactSet Research Systems Crescita futura

Criteri Future verificati 2/6

FactSet Research Systems prevede che gli utili e i ricavi cresceranno rispettivamente di 8.5% e 5.4% all'anno. Si prevede che l'EPS crescerà di 12.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 32% in 3 anni.

Informazioni chiave

8.5%

Tasso di crescita degli utili

12.75%

Tasso di crescita dell'EPS

Capital Markets crescita degli utili12.4%
Tasso di crescita dei ricavi5.4%
Rendimento futuro del capitale proprio32.00%
Copertura analitica

Good

Ultimo aggiornamento03 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento 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
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Nuova 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).
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Aggiornamento 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.

Previsioni di crescita degli utili e dei ricavi

NYSE:FDS - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
8/31/20282,77368674893013
8/31/20272,61562771186616
8/31/20262,47055369180916
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di FDS ( 8.5% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di FDS ( 8.5% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di FDS cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di FDS ( 5.4% all'anno) crescerà più lentamente rispetto al mercato US ( 12.8% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di FDS ( 5.4% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di FDS sarà elevato tra 3 anni ( 32 %)

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/04 10:04
Prezzo dell'azione a fine giornata2026/08/04 00:00
Utili2026/05/31
Utili annuali2025/08/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

FactSet Research Systems Inc. è coperta da 30 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
null nullArgus Research Company
Manav PatnaikBarclays
Edward AtorinoBenchmark Company