FactSet Research Systems (FDS) Hisse Özeti
FactSet Research Systems Inc., iştirakleri ile birlikte, yatırım topluluğu için bir finansal dijital platform ve kurumsal çözümler sağlayıcısı olarak faaliyet göstermektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 3/6 |
| Finansal Sağlık | 2/6 |
| Temettüler | 5/6 |
Ödüller
Risk Analizi
FDS Community Fair Values
Create NarrativeSee what 54 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$313.99
FV
20.0% değerinin altında içsel indirim15.00%
Revenue growth p.a.
201
users have viewed this narrative2users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
FactSet Research Systems Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$251.19 |
| 52 Haftanın En Yüksek Seviyesi | US$439.11 |
| 52 Haftanın En Düşük Seviyesi | US$185.00 |
| Beta | 0.72 |
| 1 Aylık Değişim | 6.50% |
| 3 Aylık Değişim | 8.34% |
| 1 Yıllık Değişim | -42.43% |
| 3 Yıllık Değişim | -40.92% |
| 5 Yıllık Değişim | -26.23% |
| Halka arzdan bu yana değişim | 5,551.77% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.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 AlphaRecent updates
Anlatı Güncellemesi • 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.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
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaHissedar Getirileri
| FDS | US Capital Markets | US Pazar | |
|---|---|---|---|
| 7D | 1.4% | 5.5% | 0.8% |
| 1Y | -42.4% | 7.1% | 20.5% |
Getiri vs. Endüstri: FDS geçen yıl % 5.9 oranında getiri sağlayan US Capital Markets sektörünün gerisinde kaldı.
Getiri vs Piyasa: FDS geçen yıl % 19.6 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| FDS volatility | |
|---|---|
| FDS Average Weekly Movement | 7.8% |
| Capital Markets Industry Average Movement | 3.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: FDS son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: FDS 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1978 | 12,694 | Sanoke Viswanathan | www.factset.com |
FactSet Research Systems Inc., bağlı şirketleriyle birlikte, yatırımcı topluluğu için bir finansal dijital platform ve kurumsal çözüm sağlayıcısı olarak faaliyet göstermektedir. Şirket, veri, ürün ve analitik uygulamaların yanı sıra iş istasyonları, portföy analitiği ve kurumsal veri çözümleri sunmakta; ayrıca veri, performans, risk ve raporlama iş akışlarını desteklemek üzere yönetilen hizmetler de sağlamaktadır. Şirket ayrıca, müşterilerin yatırım fikirlerini araştırmalarına ve portföylerini analiz etmelerine, izlemelerine ve yönetmelerine olanak tanıyan menkul kıymetler, şirketler, sektörler ve kişilerle ilgili abonelik tabanlı finansal veriler ve piyasa istihbaratı; ayrıca yatırım araştırması, portföy oluşturma ve analizi, işlem gerçekleştirme, performans ölçümü, risk yönetimi ve raporlamadan oluşan yatırım yaşam döngüsünü kapsayan çözümler sunmaktadır.
FactSet Research Systems Inc. Temel Bilgiler Özeti
| FDS temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$8.98b |
| Kazançlar(TTM) | US$565.97m |
| Gelir(TTM) | US$2.44b |
15.8x
F/K Oranı3.7x
P/S OranıFDS aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| FDS gelir tablosu (TTM) | |
|---|---|
| Gelir | US$2.44b |
| Gelir Maliyeti | US$1.19b |
| Brüt Kâr | US$1.25b |
| Diğer Giderler | US$686.97m |
| Kazançlar | US$565.97m |
Son Raporlanan Kazançlar
May 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 15.91 |
| Brüt Marj | 51.38% |
| Net Kâr Marjı | 23.21% |
| Borç/Özkaynak Oranı | 68.4% |
FDS uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
1.8%
Mevcut Temettü Verimi29%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/15 03:05 |
| Gün Sonu Hisse Fiyatı | 2026/07/15 00:00 |
| Kazançlar | 2026/05/31 |
| Yıllık Kazançlar | 2025/08/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
FactSet Research Systems Inc. 30 Bu analistlerden 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| null null | Argus Research Company |
| Manav Patnaik | Barclays |
| Edward Atorino | Benchmark Company |