Stock to Study: Factset (NYSE: FDS) has been designated as "Stock to Study" by BetterInvesting Magazine for its November 2025 issue, prompting investors to evaluate whether its stock is fairly valued or within a buy range.
Key Financial Data: Investors can access comprehensive financial metrics for Factset, including sales, earnings, pre-tax profit, and return on equity, through a dedicated page provided by the National Association of Investors Corp.
Additional Company Review
Robert Half Inc.: The same November 2025 issue will feature a fundamental review of Robert Half Inc. (NYSE: RHI), which the committee believes merits further investigation from an undervalued perspective.
Editorial Committee
Committee Members: The review is conducted by a committee of financial experts including Daniel J. Boyle, Marisa Bradbury, Philip Keating, Walter J. Kirchberger, Anne Nichols, and Dan Rutter, with Doron P. Levin serving as chairperson.
BetterInvesting Overview
Organization Background: BetterInvesting is a nonprofit investment education organization established in 1951, aimed at empowering individuals to improve their financial futures. It has educated over 5 million people and offers tools for stock analysis and investment education.
Educational Purpose: The securities mentioned in the report are for educational purposes only and should not be considered endorsements for purchase. Investors are encouraged to conduct their own analyses before making investment decisions.
FDS
$293+Infinity%1D
Analyst Views on FDS
Wall Street analysts forecast FDS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FDS is 337.92 USD with a low forecast of 282.00 USD and a high forecast of 462.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
Wall Street analysts forecast FDS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FDS is 337.92 USD with a low forecast of 282.00 USD and a high forecast of 462.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
9 Hold
5 Sell
Moderate Sell
Current: 292.030
Low
282.00
Averages
337.92
High
462.00
Current: 292.030
Low
282.00
Averages
337.92
High
462.00
UBS
Neutral -> Buy
upgrade
$480 -> $425
2025-09-22
Reason
UBS
Price Target
$480 -> $425
2025-09-22
upgrade
Neutral -> Buy
Reason
UBS upgraded FactSet to Buy from Neutral with a price target of $425, down from $480. The company's "sticky franchise" is being underappreciated at current share levels, the analyst tells investors in a research note. FactSet shares are reflecting a negative artificial intelligence disruption theme, creating a situation where the market is not fully appreciate the stickiness of the company's solutions in a "slow-moving industry," the analyst tells investors in a research note. It believes FactSet has shown it can integrate AI quickly.
Barclays
Manav Patnaik
Underweight
downgrade
$390 -> $300
2025-09-19
Reason
Barclays
Manav Patnaik
Price Target
$390 -> $300
2025-09-19
downgrade
Underweight
Reason
Barclays analyst Manav Patnaik lowered the firm's price target on FactSet to $300 from $390 and keeps an Underweight rating on the shares following the fiscal Q4 report. The firm says the company's investments are going to reduce margins in fiscal 2026.
Stifel
Shlomo Rosenbaum
Hold
downgrade
$464 -> $372
2025-09-19
Reason
Stifel
Shlomo Rosenbaum
Price Target
$464 -> $372
2025-09-19
downgrade
Hold
Reason
Stifel analyst Shlomo Rosenbaum lowered the firm's price target on FactSet to $372 from $464 and keeps a Hold rating on the shares. The stock underperformed on Thursday likely due to concerns over the lack of clarity on how long the investment phase for the company will last and whether these investments will reaccelerate growth in a meaningful way, the analyst tells investors in a research note. There are also some concerns whether these investments are required for the company to just maintain its competitive position, which would result in a lower long-term margin outlook for FactSet, Stifel says.
Morgan Stanley
Toni Kaplan
Underweight
downgrade
$393 -> $293
2025-09-19
Reason
Morgan Stanley
Toni Kaplan
Price Target
$393 -> $293
2025-09-19
downgrade
Underweight
Reason
Morgan Stanley analyst Toni Kaplan lowered the firm's price target on FactSet to $293 from $393 and keeps an Underweight rating on the shares. While FactSet reported better than expected Annual Subscription Value growth in the quarter, its margin and fiscal 2026 outlook were below expectations, the analyst tells investors in a research note.
About FDS
FactSet Research Systems Inc. is a global financial digital platform and enterprise solutions provider. The Company's solutions deliver financial data, analytics, and open technology to global clients, including individual users. Its segments include the Americas, EMEA and Asia Pacific. It provides financial data and market intelligence on securities, companies, industries and people to enable its clients to research investment ideas and analyze, monitor and manage their portfolios. It supports various workflows, including investment research, quantitative research, portfolio management and trading, portfolio analytics, wealth management, ESG investing solutions, industry analysis and data solutions. It provides open and flexible technology offerings, including a configurable desktop and mobile platform, and comprehensive data feeds. Its technology also includes LogoIntern, a workflow tool to streamline the task of adding, organizing, and formatting logos into pitch decks.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
