FactSet Research Systems (FDS) Aandelenoverzicht
FactSet Research Systems Inc. is, samen met haar dochterondernemingen, actief als een financieel digitaal platform en leverancier van bedrijfsoplossingen voor de beleggingsgemeenschap. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 3/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 5/6 |
FDS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$313.99
FV
9.5% ondergewaardeerd intrinsieke korting15.00%
Revenue growth p.a.
212
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FactSet Research Systems Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$284.12 |
| 52 Week Hoogtepunt | US$387.75 |
| 52 Week Laag | US$185.00 |
| Bèta | 0.69 |
| 1 maand verandering | 14.98% |
| 3 maanden verandering | 31.59% |
| 1 Jaar Verandering | -24.75% |
| 3 jaar verandering | -33.21% |
| 5 jaar verandering | -24.02% |
| Verandering sinds IPO | 6,292.69% |
Recent nieuws en updates
Narratiefupdate • Aug 06
FDS: AI Usage And Subscriptions Will Offset Margin And Pricing Power Risks
FactSet Research Systems' analyst price target has been adjusted higher to $255.06 from $247.50, as analysts factor in slightly stronger usage driven revenue assumptions, stable profitability, and a modestly lower future P/E multiple, following recent research that highlights early AI related demand benefits alongside ongoing margin and terminal value debates. Analyst Commentary Recent research on FactSet Research Systems shows a wide range of views, with most analysts adjusting price targets while debating how much of the AI story, margin profile, and long term terminal value is already reflected in the stock.
Narratiefupdate • 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.Recent updates
Narratiefupdate • Aug 06
FDS: AI Usage And Subscriptions Will Offset Margin And Pricing Power Risks
FactSet Research Systems' analyst price target has been adjusted higher to $255.06 from $247.50, as analysts factor in slightly stronger usage driven revenue assumptions, stable profitability, and a modestly lower future P/E multiple, following recent research that highlights early AI related demand benefits alongside ongoing margin and terminal value debates. Analyst Commentary Recent research on FactSet Research Systems shows a wide range of views, with most analysts adjusting price targets while debating how much of the AI story, margin profile, and long term terminal value is already reflected in the stock.Narratiefupdate • 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
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Nieuw narratief • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Rendement voor aandeelhouders
| FDS | US Capital Markets | US Markt | |
|---|---|---|---|
| 7D | 5.4% | 0.9% | 2.2% |
| 1Y | -24.8% | 1.6% | 20.9% |
Rendement versus industrie: FDS presteerde slechter dan de US Capital Markets -sector, die het afgelopen jaar een rendement van 1.6 % opleverde.
Rendement versus markt: FDS presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 20.9 % opleverde.
Prijsvolatiliteit
| FDS volatility | |
|---|---|
| FDS Average Weekly Movement | 8.1% |
| Capital Markets Industry Average Movement | 3.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: FDS heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 8% ) van FDS is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1978 | 12,694 | Sanoke Viswanathan | www.factset.com |
FactSet Research Systems Inc. is, samen met haar dochterondernemingen, actief als aanbieder van digitale financiële platforms en bedrijfsoplossingen voor de beleggingswereld. Het bedrijf biedt gegevens, producten en analytische applicaties; werkstations, portefeuilleanalyses en bedrijfsoplossingen voor gegevensbeheer, evenals beheerde diensten ter ondersteuning van workflows op het gebied van gegevens, prestaties, risico’s en rapportage. Het bedrijf biedt tevens financiële gegevens en marktinformatie op basis van abonnementen over effecten, bedrijven, sectoren en personen, waarmee klanten beleggingsideeën kunnen onderzoeken en portefeuilles kunnen analyseren, monitoren en beheren; en oplossingen die de gehele beleggingscyclus bestrijken, van beleggingsonderzoek, portefeuilleopbouw en -analyse, tot transactie-uitvoering, prestatiemeting, risicobeheer en rapportage.
FactSet Research Systems Inc. Samenvatting
| FDS fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$10.16b |
| Inkomsten(TTM) | US$565.97m |
| Inkomsten(TTM) | US$2.44b |
17.9x
Koers/Winstverhouding4.1x
P/S-verhoudingIs FDS overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| FDS resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$2.44b |
| Kosten van inkomsten | US$1.19b |
| Brutowinst | US$1.25b |
| Overige uitgaven | US$686.97m |
| Inkomsten | US$565.97m |
Laatst gerapporteerde inkomsten
May 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 15.91 |
| Brutomarge | 51.38% |
| Nettowinstmarge | 23.21% |
| Schuld/Eigen Vermogen Verhouding | 68.4% |
Hoe presteerde FDS op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
1.6%
Huidig dividendrendement29%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/10 09:06 |
| Aandelenkoers aan het einde van de dag | 2026/08/10 00:00 |
| Inkomsten | 2026/05/31 |
| Jaarlijkse inkomsten | 2025/08/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
FactSet Research Systems Inc. wordt gevolgd door 30 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| null null | Argus Research Company |
| Manav Patnaik | Barclays |
| Edward Atorino | Benchmark Company |