FactSet Research Systems Inc.

NYSE:FDS 주식 리포트

시가총액: US$8.4b

FactSet Research Systems 향후 성장

Future 기준 점검 2/6

FactSet Research Systems (는) 각각 연간 7.1% 및 5.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 30.6% 로 예상됩니다.

핵심 정보

7.1%

이익 성장률

10.29%

EPS 성장률

Capital Markets 이익 성장12.0%
매출 성장률5.2%
향후 자기자본이익률30.60%
애널리스트 커버리지

Good

마지막 업데이트25 Jun 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
Seeking Alpha • Apr 24

Factset Research Systems: Don't Just Consume Data, Provide It

Summary FactSet Research Systems is a leading financial data provider with 95%+ retention and a 26-year dividend growth streak. FDS’s Q2 2026 revenue rose 7.1% YoY to $611 million, beating consensus, and adjusted EPS grew 4.2% to $4.46, prompting raised FY 2026 guidance. AI-driven product launches and workflow integrations are driving user growth, while $300 million in share repurchases and a 2% yield support shareholder returns. Trading at a 49% discount to fair value, FDS offers a potential 94% total return by 2027 but faces AI execution and industry commoditization risks. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
Seeking Alpha • Feb 24

FactSet Research: The Facts Look A Lot Better

Summary FactSet's valuation multiples have compressed from 45x to 25x earnings since 2021, making current levels more compelling for investors. The company has shown consistent organic growth at mid-single digit rates. FactSet's recent acquisitions, including LiquidityBook, and initiatives like FactSet Mercury, enhance its service offerings and client solutions. With a strong track record and a 4% earnings yield, FactSet's shares are attractive, especially at the lower end of the trading range. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:FDS - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
8/31/20282,75568974992913
8/31/20272,60463270585115
8/31/20262,46456767077316
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
2/29/20201,465366387477N/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

애널리스트 향후 성장 전망

수입 대 저축률: FDS 의 연간 예상 수익 증가율(7.1%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: FDS 의 연간 수익(7.1%)이 US 시장(18.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: FDS 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: FDS 의 수익(연간 5.2%)이 US 시장(연간 12.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: FDS 의 수익(연간 5.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: FDS의 자본 수익률은 3년 후 30.6%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/28 08:41
종가2026/06/26 00:00
수익2026/02/28
연간 수익2025/08/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

FactSet Research Systems Inc.는 30명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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