FactSet Research Systems Inc.

NYSE:FDS 株式レポート

時価総額：US$9.9b

FactSet Research Systems 将来の成長

Future 基準チェック /26

FactSet Research Systems利益と収益がそれぞれ年間8.5%と5.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に32% 12.8%なると予測されています。

主要情報

8.5%

収益成長率

12.75%

EPS成長率

Capital Markets 収益成長12.4%
収益成長率5.4%
将来の株主資本利益率32.00%
アナリストカバレッジ

Good

最終更新日03 Aug 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
新しいナラティブ • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.

業績と収益の成長予測

NYSE:FDS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: FDSの予測収益成長率 (年間8.5% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: FDSの収益 ( 8.5% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: FDSの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: FDSの収益 ( 5.4% ) US市場 ( 12.8% ) よりも低い成長が予測されています。

高い収益成長: FDSの収益 ( 5.4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: FDSの 自己資本利益率 は、3年後には高くなると予測されています ( 32 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/06 22:06
終値2026/08/06 00:00
収益2026/05/31
年間収益2025/08/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

FactSet Research Systems Inc. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。30

アナリスト機関
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