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Factset Research Systems Inc

FDS
288.610USD
+15.220+5.57%
Close 12/19, 16:00ETQuotes delayed by 15 min
10.86BMarket Cap
18.18P/E TTM

Factset Research Systems Inc

288.610
+15.220+5.57%

More Details of Factset Research Systems Inc Company

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.

Factset Research Systems Inc Info

Ticker SymbolFDS
Company nameFactset Research Systems Inc
IPO dateJun 28, 1996
CEOViswanathan (Sanoke)
Number of employees12800
Security typeOrdinary Share
Fiscal year-endJun 28
Address45 Glover Avenue
CityNORWALK
Stock exchangeNASDAQ OMX NASDAQ Basic NYSE
CountryUnited States of America
Postal code06850
Phone12038101000
Websitehttps://www.factset.com/
Ticker SymbolFDS
IPO dateJun 28, 1996
CEOViswanathan (Sanoke)

Company Executives of Factset Research Systems Inc

Name
Name/Position
Position
Shareholding
Change
Mr. Sanoke Viswanathan
Mr. Sanoke Viswanathan
Chief Executive Officer, Director
Chief Executive Officer, Director
58.33K
--
Mr. Christopher R. Ellis
Mr. Christopher R. Ellis
Executive Vice President, Head of Strategic Initiatives and Partnerships
Executive Vice President, Head of Strategic Initiatives and Partnerships
24.07K
+0.79%
Mr. Goran Skoko
Mr. Goran Skoko
Executive Vice President, Chief Revenue Officer, Managing Director - EMEA and Asia Pacific
Executive Vice President, Chief Revenue Officer, Managing Director - EMEA and Asia Pacific
9.20K
+106.23%
Ms. Helen L. Shan
Ms. Helen L. Shan
Chief Financial Officer, Executive Vice President
Chief Financial Officer, Executive Vice President
6.18K
+7.87%
Mr. John Costigan
Mr. John Costigan
Executive Vice President, Chief Data Officer
Executive Vice President, Chief Data Officer
4.33K
+2446.47%
Ms. Kristina W. Karnovsky
Ms. Kristina W. Karnovsky
Executive Vice President, Head of Dealmakers and Wealth
Executive Vice President, Head of Dealmakers and Wealth
2.39K
+11.13%
Mr. Robert J. Robie
Mr. Robert J. Robie
Executive Vice President, Head of Institutional Buyside
Executive Vice President, Head of Institutional Buyside
2.30K
+12.34%
Ms. Katherine M. Stepp
Ms. Katherine M. Stepp
Executive Vice President, Chief Technology Officer
Executive Vice President, Chief Technology Officer
808.00
+32.03%
Ms. Laurie A. Siegel
Ms. Laurie A. Siegel
Independent Director
Independent Director
759.00
-13.06%
Mr. Siew Kai Choy
Mr. Siew Kai Choy
Independent Director
Independent Director
725.00
-6.21%
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Sanoke Viswanathan
Mr. Sanoke Viswanathan
Chief Executive Officer, Director
Chief Executive Officer, Director
58.33K
--
Mr. Christopher R. Ellis
Mr. Christopher R. Ellis
Executive Vice President, Head of Strategic Initiatives and Partnerships
Executive Vice President, Head of Strategic Initiatives and Partnerships
24.07K
+0.79%
Mr. Goran Skoko
Mr. Goran Skoko
Executive Vice President, Chief Revenue Officer, Managing Director - EMEA and Asia Pacific
Executive Vice President, Chief Revenue Officer, Managing Director - EMEA and Asia Pacific
9.20K
+106.23%
Ms. Helen L. Shan
Ms. Helen L. Shan
Chief Financial Officer, Executive Vice President
Chief Financial Officer, Executive Vice President
6.18K
+7.87%
Mr. John Costigan
Mr. John Costigan
Executive Vice President, Chief Data Officer
Executive Vice President, Chief Data Officer
4.33K
+2446.47%
Ms. Kristina W. Karnovsky
Ms. Kristina W. Karnovsky
Executive Vice President, Head of Dealmakers and Wealth
Executive Vice President, Head of Dealmakers and Wealth
2.39K
+11.13%

Revenue Breakdown

Currency: USDUpdated: Mon, Oct 6
Currency: USDUpdated: Mon, Oct 6
FY2025Q3
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2021
FY2020
FY2019
Relevant data have not been disclosed by the company yet.
By RegionUSD
Name
Revenue
Proportion
Americas
380.50M
64.99%
EMEA
145.74M
24.89%
Asia Pacific
59.28M
10.12%
By Business
By Region
Relevant data have not been disclosed by the company yet.

Shareholding Stats

Updated: Mon, Nov 17
Updated: Mon, Nov 17
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
The Vanguard Group, Inc.
13.14%
BlackRock Institutional Trust Company, N.A.
6.17%
State Street Investment Management (US)
5.24%
Baron Capital Management, Inc.
4.86%
Loomis, Sayles & Company, L.P.
4.10%
Other
66.50%
Shareholders
Shareholders
Proportion
The Vanguard Group, Inc.
13.14%
BlackRock Institutional Trust Company, N.A.
6.17%
State Street Investment Management (US)
5.24%
Baron Capital Management, Inc.
4.86%
Loomis, Sayles & Company, L.P.
4.10%
Other
66.50%
Shareholder Types
Shareholders
Proportion
Investment Advisor
53.66%
Investment Advisor/Hedge Fund
32.94%
Research Firm
7.02%
Hedge Fund
3.94%
Pension Fund
2.00%
Bank and Trust
0.93%
Individual Investor
0.39%
Sovereign Wealth Fund
0.25%
Family Office
0.05%

Institutional Shareholding

Updated: Mon, Dec 8
Updated: Mon, Dec 8
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q4
1539
36.34M
97.05%
--
2025Q3
1578
36.34M
97.10%
+134.92K
2025Q2
1621
36.25M
97.29%
+268.01K
2025Q1
1618
36.23M
98.53%
-1.16M
2024Q4
1601
36.49M
97.72%
+1.58K
2024Q3
1557
36.61M
97.98%
+71.24K
2024Q2
1540
36.52M
96.15%
+907.88K
2024Q1
1536
35.61M
95.49%
-790.87K
2023Q4
1521
35.56M
95.47%
+230.11K
2023Q3
1491
35.34M
94.49%
+346.68K
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
The Vanguard Group, Inc.
4.81M
12.72%
+29.14K
+0.61%
Jun 30, 2025
BlackRock Institutional Trust Company, N.A.
2.22M
5.88%
-121.00K
-5.17%
Jun 30, 2025
State Street Investment Management (US)
1.94M
5.12%
+15.56K
+0.81%
Jun 30, 2025
Baron Capital Management, Inc.
2.23M
5.9%
-16.11K
-0.72%
Jun 30, 2025
Loomis, Sayles & Company, L.P.
1.51M
3.99%
+23.90K
+1.61%
Jun 30, 2025
Wells Fargo Advisors
1.36M
3.61%
-15.22K
-1.10%
Jun 30, 2025
Ninety One UK Limited
1.19M
3.15%
+685.00
+0.06%
Jun 30, 2025
Geode Capital Management, L.L.C.
1.16M
3.07%
+27.04K
+2.38%
Jun 30, 2025
Morgan Stanley Investment Management Ltd. (UK)
1.45M
3.84%
+428.12K
+41.81%
Jun 30, 2025
Kayne Anderson Rudnick Investment Management, LLC
1.07M
2.83%
-7.13K
-0.66%
Jun 30, 2025
View more

Related ETFs

Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
AdvisorShares Focused Equity ETF
2.05%
Running Oak Efficient Growth ETF
1.44%
Core Alternative ETF
1.34%
Natixis Loomis Sayles Focused Growth ETF
1.32%
FT Vest S&P 500 Dividend Aristocrats Tgt Inc
1.29%
SPDR S&P Capital Markets ETF
1.22%
WBI BullBear Value 3000 ETF
1.2%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
1.08%
Invesco S&P 500 Equal Weight Financials ETF
0.97%
First Trust Mid Cap US Equity Select ETF
0.94%
View more
AdvisorShares Focused Equity ETF
Proportion2.05%
Running Oak Efficient Growth ETF
Proportion1.44%
Core Alternative ETF
Proportion1.34%
Natixis Loomis Sayles Focused Growth ETF
Proportion1.32%
FT Vest S&P 500 Dividend Aristocrats Tgt Inc
Proportion1.29%
SPDR S&P Capital Markets ETF
Proportion1.22%
WBI BullBear Value 3000 ETF
Proportion1.2%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
Proportion1.08%
Invesco S&P 500 Equal Weight Financials ETF
Proportion0.97%
First Trust Mid Cap US Equity Select ETF
Proportion0.94%

Dividend

A total of 693.10M USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
Nov 06, 2025
FDS.NB Interim Cash Dividend of gross USD 1.1 paid on Dec 18, 2025 going ex on Nov 28, 2025
Nov 28, 2025
Dec 18, 2025
Nov 28, 2025
Aug 07, 2025
FDS.NB Interim Cash Dividend of gross USD 1.1 paid on Sep 18, 2025 going ex on Aug 29, 2025
Aug 29, 2025
Sep 18, 2025
Aug 29, 2025
May 01, 2025
FDS.NB Interim Cash Dividend of gross USD 1.1 paid on Jun 18, 2025 going ex on May 30, 2025
May 30, 2025
Jun 18, 2025
May 30, 2025
Feb 04, 2025
FDS.NB Final Cash Dividend of gross USD 1.04 paid on Mar 20, 2025 going ex on Feb 28, 2025
Feb 28, 2025
Mar 20, 2025
Feb 28, 2025
Nov 07, 2024
FDS.NB Interim Cash Dividend of gross USD 1.04 paid on Dec 19, 2024 going ex on Nov 29, 2024
Nov 29, 2024
Dec 19, 2024
Nov 29, 2024
Aug 05, 2024
FDS.NB Interim Cash Dividend of gross USD 1.04 paid on Sep 19, 2024 going ex on Aug 30, 2024
Aug 30, 2024
Sep 19, 2024
Aug 30, 2024
May 02, 2024
FDS.NB Interim Cash Dividend of gross USD 1.04 paid on Jun 20, 2024 going ex on May 31, 2024
May 31, 2024
Jun 20, 2024
May 31, 2024
Feb 02, 2024
FDS.NB Final Cash Dividend of gross USD 0.98 paid on Mar 21, 2024 going ex on Feb 28, 2024
Feb 29, 2024
Mar 21, 2024
Feb 28, 2024
Nov 02, 2023
FDS.NB Interim Cash Dividend of gross USD 0.98 paid on Dec 21, 2023 going ex on Nov 29, 2023
Nov 30, 2023
Dec 21, 2023
Nov 29, 2023
Aug 03, 2023
FDS.NB Interim Cash Dividend of gross USD 0.98 paid on Sep 21, 2023 going ex on Aug 30, 2023
Aug 31, 2023
Sep 21, 2023
Aug 30, 2023
View more

Stock Split

Date
Type
Ratio
No Data
Date
Type
Ratio
No Data

FAQs

Who are the top five shareholders of Factset Research Systems Inc?

The top five shareholders of Factset Research Systems Inc are:
The Vanguard Group, Inc. holds 4.81M shares, accounting for 12.72% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 2.22M shares, accounting for 5.88% of the total shares.
State Street Investment Management (US) holds 1.94M shares, accounting for 5.12% of the total shares.
Baron Capital Management, Inc. holds 2.23M shares, accounting for 5.90% of the total shares.
Loomis, Sayles & Company, L.P. holds 1.51M shares, accounting for 3.99% of the total shares.

What are the top three shareholder types of Factset Research Systems Inc?

The top three shareholder types of Factset Research Systems Inc are:
The Vanguard Group, Inc.
BlackRock Institutional Trust Company, N.A.
State Street Investment Management (US)

How many institutions hold shares of Factset Research Systems Inc (FDS)?

As of 2025Q4, 1539 institutions hold shares of Factset Research Systems Inc, with a combined market value of approximately 36.34M, accounting for 97.05% of the total shares. Compared to 2025Q3, institutional shareholding has increased by -0.04%.

What is the biggest source of revenue for Factset Research Systems Inc?

In FY2025Q3, the -- business generated the highest revenue for Factset Research Systems Inc, amounting to -- and accounting for --% of total revenue.
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