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Factset Research Systems Inc

FDS

194.265USD

-14.205-6.81%

Market hours （ET）Quotes delayed by 15 min

8.76BMarket Cap

12.24P/E TTM

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Factset Research Systems Inc

194.265

-14.205-6.81%

Overview Financials Analysis Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Financials

Analysis

Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Factset Research Systems Inc

Currency: USD Updated: 2026-03-24

Key Insights

Factset Research Systems Inc's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 64 out of 159 in the Professional & Commercial Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 296.85.In the medium term, the stock price is expected to trend down.Despite an average stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Factset Research Systems Inc's Score

Industry at a Glance

Industry Ranking

64 / 159

Overall Ranking

158 / 4547

Industry

Professional & Commercial Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

Factset Research Systems Inc Highlights

StrengthsRisks

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.

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 2.32B.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 27.16%.

Stable Dividend

The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 27.16%.

Undervalued

The company’s latest PE is 12.44, at a low 3-year percentile range.

Held by HACAX

Star Investor HACAX holds 2.53K shares of this stock.

Analyst Rating

Based on 20 analysts

Hold

Current Rating

296.849

Target Price

+41.85%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-03-24

The current financial score of Factset Research Systems Inc is 8.43, ranking 15 out of 159 in the Professional & Commercial Services industry. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 607.62M, representing a year-over-year increase of 6.85%, while its net profit experienced a year-over-year increase of 1.71%.

Score

Industry at a Glance

Previous score

8.43

Change



Financials

8.29

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

7.98

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

8.33

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

9.60

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

7.92

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

Factset Research Systems Inc's Company Valuation

Currency: USD Updated: 2026-03-24

The current valuation score of Factset Research Systems Inc is 4.97, ranking 149 out of 159 in the Professional & Commercial Services industry. Its current P/E ratio is 12.44, which is 238.59% below the recent high of 42.10 and 3.72% above the recent low of 11.97.

Score

Industry at a Glance

Previous score

4.97

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 64/159

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-03-24

The current earnings forecast score of Factset Research Systems Inc is 5.70, ranking 133 out of 159 in the Professional & Commercial Services industry. The average price target is 316.50, with a high of 430.00 and a low of 260.00.

Score

Industry at a Glance

Previous score

5.70

Change

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 20 analysts

Hold

Current Rating

296.849

Target Price

+42.39%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

Factset Research Systems Inc

FDS

S&P Global Inc

SPGI

Moody's Corp

MCO

Equifax Inc

EFX

TransUnion

TRU

MSCI Inc

MSCI

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2026-03-24

The current price momentum score of Factset Research Systems Inc is 6.49, ranking 120 out of 159 in the Professional & Commercial Services industry. Currently, the stock price is trading between the resistance level at 219.87 and the support level at 185.10, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

7.33

Change

-0.84

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(4)

Neutral(2)

Buy(0)

Indicators

Value

Direction

MACD(12,26,9)

0.807

Neutral

RSI(14)

34.170

Neutral

STOCH(KDJ)(9,3,3)

23.839

Sell

ATR(14)

8.785

Low Volatility

CCI(14)

-124.489

Sell

Williams %R

95.605

Oversold

TRIX(12,20)

-0.246

Sell

StochRSI(14)

0.000

Sell

Moving Average

Sell(6)

Neutral(0)

Buy(0)

Indicators

Value

Direction

MA5

206.360

Sell

MA10

206.305

Sell

MA20

212.640

Sell

MA50

229.604

Sell

MA100

254.964

Sell

MA200

312.632

Sell

Institutional Confidence

Currency: USD Updated: 2026-03-24

The current institutional shareholding score of Factset Research Systems Inc is 10.00, ranking 1 out of 159 in the Professional & Commercial Services industry. The latest institutional shareholding proportion is 97.05%, representing a quarter-over-quarter decrease of 0.05%. The largest institutional shareholder is The Vanguard, holding a total of 4.44M shares, representing 11.98% of shares outstanding, with 4.87% decrease in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

4.92M

+2.23%

Baron Capital Management, Inc.

Star Investors

1.82M

-18.50%

BlackRock Institutional Trust Company, N.A.

2.31M

+3.93%

State Street Investment Management (US)

1.96M

+1.22%

Loomis, Sayles & Company, L.P.

1.53M

+1.63%

Ninety One UK Limited

1.21M

+1.20%

Wells Fargo Advisors

1.32M

-3.05%

Geode Capital Management, L.L.C.

1.10M

-5.02%

Citadel Advisors LLC

514.03K

+113.91%

Risk Assessment

Currency: USD Updated: 2026-03-24

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Professional & Commercial Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Factset Research Systems Inc is 8.33, ranking 33 out of 159 in the Professional & Commercial Services industry. The company's beta value is 0.74. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.