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FDS Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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0.000
0.000(0.000%)
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0.000(0.000%)Aft-market
ET
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Intellectia

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High
224.810
Open
215.855
VWAP
220.82
Vol
455.25K
Mkt Cap
8.05B
Low
214.500
Amount
100.53M
EV/EBITDA(TTM)
9.69
Total Shares
37.10M
EV
9.13B
EV/OCF(TTM)
11.43
P/S(TTM)
3.42
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.
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Events Timeline

(ET)
2026-03-31
16:30:00
Dow Jones Index Rises 2.49% to 46,341.51
select
2026-03-31
12:00:00
Major Averages Surge, S&P 500 and Nasdaq Weakest Since 2022
select
2026-03-31
10:00:00
FactSet and Other Stocks Rise in Morning Trading
select
2026-03-31
09:00:00
Stock Futures Rise as S&P 500 and Nasdaq Face Correction
select

News

seekingalpha
9.5
03-31seekingalpha
PinnedFactSet Q2 Earnings: Accelerated ASV Growth
  • Accelerated ASV Growth: FactSet reported a 6.7% organic ASV growth to $2.45 billion in Q2, with the CEO noting this marks the fourth consecutive quarter of acceleration, indicating strong market performance and heightened client demand.
  • Upgraded Financial Outlook: Management raised the fiscal 2026 outlook for ASV, revenue, and EPS based on robust first-half performance, now expecting ASV growth between $130 million and $160 million, reflecting confidence in future earnings.
  • Increased Technology Investment: The CFO reported an adjusted operating margin of 35% for Q2, down from 37.3% a year ago, primarily due to strategic investments in cloud infrastructure and AI tools, highlighting the company's ongoing commitment to technology advancement.
  • Share Buyback Program: FactSet repurchased approximately 652,000 shares for $163 million in Q2, with over $300 million deployed year-to-date, resulting in a 3% reduction in total shares outstanding, demonstrating a strong focus on shareholder returns.
NASDAQ.COM
4.5
03-31NASDAQ.COM
US Stocks Surge on Hopes for End to Iran War
  • Market Rally: The S&P 500 index rose by 2.91%, the Dow Jones Industrial Average by 2.49%, and the Nasdaq 100 by 3.43%, reflecting market optimism regarding the potential end of the Iran war, which could lower energy prices and ease inflation concerns.
  • Consumer Confidence Boost: The US March consumer confidence index unexpectedly increased by 0.8 to 91.8, surpassing the anticipated decline to 87.9, indicating a strengthening consumer outlook that may drive spending and economic growth.
  • Strength in China: China's March manufacturing PMI rose to 50.4, better than the expected 50.1, signaling signs of economic recovery that could positively impact global growth prospects and further support US stock performance.
  • Falling Bond Yields: The 10-year Treasury note yield dropped to 4.28%, a one-week low, reflecting reduced inflation worries, which may provide support for the stock market and enhance investor interest in equities.
Yahoo Finance
9.5
03-31Yahoo Finance
FactSet Reports Continued Growth with Strong AI Integration
  • Organic ASV Growth: FactSet reported a 6.7% increase in organic ASV, reaching $2.45 billion, marking the fourth consecutive quarter of growth, indicating robust market performance and future growth potential.
  • Adjusted Margin Decline: The adjusted operating margin decreased to 35% from 37.3% a year ago, reflecting pressures from strategic investments and rising costs, which could impact future profitability.
  • Client Base Expansion: The company added 98 net new clients in Q2, with significant growth in wealth management and corporate sectors, demonstrating its competitive strength and customer appeal in diverse markets.
  • AI Solution Adoption: 48 of FactSet's top 50 clients are utilizing at least three AI solutions, showcasing its leadership in AI-driven financial services and signaling strong potential for future business growth.
NASDAQ.COM
4.5
03-31NASDAQ.COM
US Stocks Surge as Market Sentiment Improves
  • Market Sentiment Improves: The S&P 500 index rose by 1.02%, the Dow Jones Industrial Average increased by 0.67%, and the Nasdaq 100 surged by 1.10% as President Trump signaled a willingness to end military actions against Iran, reflecting investor optimism over easing geopolitical risks.
  • Falling Bond Yields: The 10-year Treasury note yield dropped to a one-week low of 4.30%, indicating market expectations that an end to the Iran conflict could lower energy prices and alleviate inflation concerns, further supporting stock market gains.
  • Consumer Confidence Rises: The US March consumer confidence index unexpectedly increased by 0.8 to 91.8, surpassing expectations of a decline to 87.9, suggesting enhanced consumer confidence in economic prospects, which could drive spending and economic growth.
  • Strong Chinese Economy: China's March manufacturing PMI rose to 50.4, exceeding expectations of 50.1, indicating signs of economic recovery that support global growth prospects and positively influence market performance.
CNBC
8.5
03-31CNBC
Snap Shares Surge on Activist Investor Proposal
  • Snap Share Surge: Shares of social media platform Snap surged 12% after activist investor Irenic disclosed a 2.5% stake and proposed shutting down its augmented reality Specs business to boost share prices, indicating strong market confidence in its strategic direction.
  • FactSet Earnings Beat: FactSet's adjusted earnings for Q2 came in at $4.46 per share, exceeding the consensus estimate of $4.38, while the company raised its full-year guidance to an expected adjusted earnings range of $17.25 to $17.75 per share, reflecting robust market performance and growth potential.
  • Symbotic Strategic Agreement: Robotics company Symbotic's stock jumped nearly 5% following a strategic agreement to provide warehouse automation capabilities at Associated Wholesale Grocers' Gulf Coast Division Support Center in Louisiana, highlighting its expansion in logistics automation and growing market demand.
  • Apellis Pharmaceuticals Stock Doubles: Shares of Apellis Pharmaceuticals soared 135% after Biogen announced it would acquire the company for $5.6 billion in cash, enhancing Biogen's portfolio in immunology and rare diseases, showcasing strong market approval for the deal.
NASDAQ.COM
2.0
03-31NASDAQ.COM
US Stocks Surge as Market Sentiment Improves
  • Market Rebound: The S&P 500 Index rose by 1.33%, the Dow Jones Industrial Average increased by 1.10%, and the Nasdaq 100 Index climbed by 1.45%, reflecting investor optimism following President Trump's willingness to end military actions against Iran, potentially easing geopolitical tensions.
  • Supportive Economic Data: China's March manufacturing PMI rose by 1.4 to 50.4, surpassing expectations of 50.1, indicating signs of economic recovery that could enhance global growth prospects and drive stock markets higher.
  • Falling Bond Yields: The 10-year T-note yield dropped to 4.30%, a one-week low, as WTI crude oil prices fell, alleviating inflation concerns and lowering borrowing costs, thereby supporting further gains in the stock market.
  • Tech Stocks Lead Gains: The
Wall Street analysts forecast FDS stock price to rise
12 Analyst Rating
Wall Street analysts forecast FDS stock price to rise
1 Buy
7 Hold
4 Sell
Hold
Current: 0.000
sliders
Low
253.00
Averages
295.91
High
326.00
Current: 0.000
sliders
Low
253.00
Averages
295.91
High
326.00
RBC Capital
Sector Perform
maintain
$243
AI Analysis
2026-04-01
New
Reason
RBC Capital
Price Target
$243
AI Analysis
2026-04-01
New
maintain
Sector Perform
Reason
RBC Capital keeps a Sector Perform rating and $243 price target on FactSet after its Q2 results. The quarter beat expectations thanks to competitive wins and higher pricing capture, reflecting solid execution and revised sales incentive structures, the analyst tells investors in a research note. RBC adds that it expects operating leverage to drive FactSet margin expansion in 2027 and over the medium term.
Stifel
Hold
downgrade
$295 -> $248
2026-04-01
New
Reason
Stifel
Price Target
$295 -> $248
2026-04-01
New
downgrade
Hold
Reason
Stifel lowered the firm's price target on FactSet to $248 from $295 and keeps a Hold rating on the shares. The efforts the company has made over the last several years, together with some of the changes the new CEO has been making in the last few quarters, seem to be coming together to drive accelerated revenue growth, but the firm's "main question" is the trajectory of this revenue growth improvement, the analyst tells investors.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for FDS
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Valuation Metrics

The current forward P/E ratio for Factset Research Systems Inc (FDS.N) is 11.65, compared to its 5-year average forward P/E of 26.26. For a more detailed relative valuation and DCF analysis to assess Factset Research Systems Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
26.26
Current PE
11.65
Overvalued PE
31.15
Undervalued PE
21.37

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
20.41
Current EV/EBITDA
8.83
Overvalued EV/EBITDA
24.17
Undervalued EV/EBITDA
16.65

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
7.20
Current PS
3.12
Overvalued PS
8.52
Undervalued PS
5.87

Financials

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Whales Holding FDS

X
XTX Markets Limited
Holding
FDS
+11.12%
3M Return
U
University of California Regents' Endowment Fund
Holding
FDS
-3.51%
3M Return
B
Burgundy Asset Management Ltd.
Holding
FDS
-3.92%
3M Return
P
PineStone Asset Management Inc.
Holding
FDS
-4.76%
3M Return
B
Boston Trust Walden Company
Holding
FDS
-4.98%
3M Return
M
McDonald Capital Investors Inc
Holding
FDS
-5.51%
3M Return

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Frequently Asked Questions

What is Factset Research Systems Inc (FDS) stock price today?

The current price of FDS is 223.16 USD — it has increased 2.84

What is Factset Research Systems Inc (FDS)'s business?

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.

What is the price predicton of FDS Stock?

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 is295.91 USD with a low forecast of 253.00 USD and a high forecast of 326.00 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.

What is Factset Research Systems Inc (FDS)'s revenue for the last quarter?

Factset Research Systems Inc revenue for the last quarter amounts to 611.02M USD, increased 7.07

What is Factset Research Systems Inc (FDS)'s earnings per share (EPS) for the last quarter?

Factset Research Systems Inc. EPS for the last quarter amounts to 3.59 USD, decreased -4.52

How many employees does Factset Research Systems Inc (FDS). have?

Factset Research Systems Inc (FDS) has 12800 emplpoyees as of April 01 2026.

What is Factset Research Systems Inc (FDS) market cap?

Today FDS has the market capitalization of 8.05B USD.