F

    FactSet Research Systems Inc (FDS)

    Official site

    FINANCIAL SERVICES • FINANCIAL DATA & STOCK EXCHANGES • NYSE

    $313.67
    +4.69 (+1.52%)

    Market Cap: $10.99B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Earnings

    Performance (10Y)

    Beat Rate
    82%(32/39)
    Avg Surprise
    +3.93%
    Streak
    3 Q

    Upcoming Estimates

    Aug 31, 2026
    EPS Consensus$4.64
    Range$4.30 - $4.82
    18 analysts
    Revenue Consensus
    $647M
    Range$643M - $651M
    16 analysts
    Nov 30, 2026
    EPS Consensus$4.94
    Range$4.75 - $5.14
    15 analysts
    EPS Revisions
    12
    0
    7d
    12
    1
    30d
    EPS Estimate Drift
    90d ago$4.86-1.5%
    60d ago$4.88-1.2%
    30d ago$4.87-1.3%
    7d ago$4.84-2.0%
    Current$4.94
    Revenue Consensus
    $643M
    Range$638M - $649M
    12 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Nov 26EST
    		-$4.94---
    Aug 26EST
    		-$4.64---
    May 26
    		$4.53$4.44+2.03%Beat+6.1%
    Feb 26
    		$4.46$4.38+1.83%Beat+4.2%
    Nov 25
    		$4.51$4.36+3.44%Beat+3.2%
    Aug 25
    		$4.05$4.13-1.94%Miss+8.3%
    May 25
    		$4.27$4.30-0.70%Miss-2.3%
    Feb 25
    		$4.28$4.18+2.50%Beat+1.4%
    Nov 24
    		$4.37$4.28+2.10%Beat+6.1%
    Aug 24
    		$3.74$3.62+3.31%Beat+27.6%
    May 24
    		$4.37$3.90+12.05%Beat+15.3%
    Feb 24
    		$4.22$3.88+8.76%Beat+11.1%
    Nov 23
    		$4.12$4.11+0.24%Beat+3.3%
    Aug 23
    		$2.93$3.49-16.05%Miss-6.4%
    May 23
    		$3.79$3.60+5.28%Beat+0.8%
    Feb 23
    		$3.80$3.67+3.54%Beat+16.2%
    Nov 22
    		$3.99$3.63+9.92%Beat+22.8%
    Aug 22
    		$3.13$3.21-2.49%Miss+8.7%
    May 22
    		$3.76$3.22+16.77%Beat+38.2%
    Feb 22
    		$3.27$2.97+10.10%Beat+20.2%
    Nov 21
    		$3.25$3.00+8.33%Beat+12.8%
    Aug 21
    		$2.88$2.73+5.49%Beat+0.0%
    May 21
    		$2.72$2.75-1.09%Miss-4.9%
    Feb 21
    		$2.72$2.73-0.37%Miss+6.7%
    Nov 20
    		$2.88$2.74+5.11%Beat+11.6%
    Aug 20
    		$2.88$2.53+13.83%Beat+10.3%
    May 20
    		$2.86$2.44+17.21%Beat+9.2%
    Feb 20
    		$2.55$2.49+2.41%Beat+5.4%
    Nov 19
    		$2.58$2.42+6.61%Beat+9.8%
    Aug 19
    		$2.61$2.46+6.10%Beat+18.6%
    May 19
    		$2.62$2.37+10.55%Beat+20.2%
    Feb 19
    		$2.42$2.34+3.42%Beat+14.2%
    Nov 18
    		$2.35$2.29+2.62%Beat+15.2%
    Aug 18
    		$2.20$2.21-0.45%Miss+15.8%
    May 18
    		$2.18$2.13+2.35%Beat+17.8%
    Feb 18
    		$2.12$2.06+2.91%Beat+17.1%
    Nov 17
    		$2.04$1.98+3.03%Beat+16.6%
    Aug 17
    		$1.90$1.89+0.53%Beat-
    May 17
    		$1.85$1.84+0.54%Beat-
    Feb 17
    		$1.81$1.80+0.56%Beat-
    Nov 16
    		$1.75$1.70+2.94%Beat-

    Dividends

    Dividend Metrics

    Yield1.42%
    Annual/Share$4.46
    Payout Ratio14.63%
    Frequency4
    Pay MonthsMar, Jun, Sep, Dec

    Growth

    3Y CAGR+7.54%
    5Y CAGR+7.45%
    View FDS's full dividend history

    Key Metrics

    Valuation
    P/E Ratio17.87EV/EBITDA12.65x
    Price/FCF16.00xFCF Yield6.25%
    Profitability
    Profit Margin23.20%Operating Margin30.50%
    ROE27.00%ROIC17.69%
    Financial Health
    Debt/Equity0.68xInterest Coverage13.97x
    Current Ratio0.68xQuick Ratio0.68x
    Trading Statistics
    Beta0.69Avg Volume800.77K
    52-Week High$370.4452-Week Low$182.47

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$300.74
    SMA 20$290.63
    SMA 50$265.49
    SMA 200$248.01
    EMA 10$300.59
    EMA 20$291.41
    EMA 50$272.46
    EMA 200$267.40

    MACD

    Line: 11.91Signal: 10.85Hist: 1.06

    ADX

    ADX: 28.6+DI: 34.8-DI: 14.5

    Aroon & PSAR

    Aroon Up100.0
    Aroon Down16.0
    PSAR$290.70

    Bollinger Bands

    Upper Band$314.93
    Lower Band$266.33
    %B Position1672%(Upper)
    Band Width0.97

    RSI (14-Day)

    Neutral
    68.3

    Momentum Oscillators

    Stoch %K93.9
    Stoch %D82.3
    Williams %R-2.1
    ROC (10d)13.3%
    Momentum36.91
    CCI (20d)134.9
    MFI (14d)58.1

    Volatility Measures

    ATR (14d)$11.03(3.5%)
    StdDev (20d)12.15
    Hist Vol34.2%(Moderate)

    Volume Flow

    VWAP$310.69
    OBV-1.4M
    AD Line-97.7M
    CMF (20d)0.164

    Volume Metrics

    Avg Vol (20d)815.9K
    Vol Ratio1.3x
    VWMA (20d)$291.75

    Pivot Points

    R3$318.33
    R2$314.06
    R1$311.52
    Pivot Point$307.25
    S1$304.71
    S2$300.44
    S3$297.90

    Advanced Oscillators

    TSI27.72
    Ultimate Osc63.9
    KST142.16

    Financial Data

    QuarterMay 2026Feb 2026Nov 2025Aug 2025May 2025Feb 2025Nov 2024Aug 2024May 2024Feb 2024Nov 2023Aug 2023
    Total Revenue$622.92M$611.02M$607.62M$596.90M$585.52M$570.66M$568.67M$562.19M$552.71M$545.95M$542.22M$535.80M
    Cost of Revenue$312.19M$296.74M$287.92M$288.67M$280.73M$269.60M$258.78M$258.20M$246.99M$255.14M$251.62M$263.69M
    Gross Profit$310.73M$314.28M$319.70M$308.23M$304.79M$301.06M$309.89M$303.99M$305.72M$290.80M$290.60M$272.11M
    Operating Expenses$144.43M$129.32M$127.63M$130.91M$110.64M$115.56M$118.55M$176.13M$103.26M$108.86M$101.56M$156.01M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$144.43M$129.32M$127.63M$130.91M$110.64M$115.56M$118.55M$176.13M$103.26M$108.86M$101.56M$157.17M
    Operating Income$166.30M$184.96M$192.07M$177.32M$194.16M$185.49M$191.34M$127.86M$202.46M$181.94M$189.04M$116.10M
    Interest Income$642,000$891,000$1.09M$2.05M$1.51M$273,000$2.70M$4.02M$4.57M$2.85M$3.01M$4.62M
    Interest Expense$13.84M$13.06M$13.38M$12.89M$15.12M$13.92M$14.40M$15.55M$16.89M$16.60M$16.74M$16.69M
    Income Before Tax$154.12M$161.11M$190.11M$188.95M$179.95M$172.32M$179.74M$117.13M$190.53M$168.65M$175.20M$107.31M
    Income Tax Expense$27.40M$28.05M$37.53M$35.34M$31.41M$27.46M$29.72M$27.63M$32.40M$27.70M$26.64M$42.19M
    Net Income$126.72M$133.06M$152.58M$153.62M$148.54M$144.86M$150.02M$89.50M$158.13M$140.94M$148.56M$65.12M
    EBITDA$221.27M$225.16M$254.55M$250.34M$242.38M$231.98M$234.73M$170.25M$242.94M$221.62M$223.61M$149.18M
    EBIT$167.32M$173.28M$202.41M$199.79M$193.56M$185.96M$191.44M$128.66M$202.86M$182.40M$188.92M$119.38M
    * Some calculated fields are derived from available data when not provided by source

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    Government Contracts

    Gov Obligations (TTM)
    $1.87M
    Gov Obligations / Revenue
    0.1%
    Obligations YoY
    47.3%
    Active Awards
    13
    New Awards (TTM)
    3
    Avg Remaining Term
    8.7 mo

    Top agency: Securities and Exchange Commission at 64.2% of trailing twelve month obligations across 7 agencies

    Recent Awards

    Award IDAgencyObligatedStart
    50310225P0030Securities and Exchange CommissionSecurities and Exchange Commission$1.00MSep 1, 2025
    91003125C0021Department of EducationDepartment of Education$64581Sep 4, 2025
    16PBGC26P0002Pension Benefit Guaranty CorporationPension Benefit Guaranty Corporation$11077Dec 1, 2025

    Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

    News

    Precision Trading with Factset Research Systems Inc. (FDS) Risk Zones

    This article provides an AI-driven analysis of Factset Research Systems Inc. (FDS) for precision trading, highlighting mixed sentiment and no clear price positioning. It outlines three distinct institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored to different risk profiles. The analysis also includes multi-timeframe signal assessments, offering support and resistance levels for various holding periods.

    Stock Traders Daily•8/29/26•
    Neutral

    FactSet Research Systems Inc. stock underperforms Friday when compared to competitors despite daily gains

    FactSet Research Systems Inc. (FDS) stock saw a gain of 1.48% on Friday, closing at $308.98. Despite this daily increase, the stock underperformed compared to the broader market, as the S&P 500 Index and Dow Jones Industrial Average both experienced declines. This marked the second consecutive day of gains for FactSet's stock.

    MarketWatch•8/28/26•
    Neutral

    FactSet Research Systems Inc. stock outperforms competitors on strong trading day

    Shares of FactSet Research Systems Inc. (FDS) rose 3.05% to $304.47 on Thursday, outperforming its competitors and the broader market indices, the S&P 500 and Dow Jones Industrial Average. This increase ended a two-day losing streak for the stock.

    MarketWatch•8/27/26•
    Bullish

    RBC Capital Maintains FactSet Research Systems(FDS.US) With Hold Rating, Raises Target Price to $304

    RBC Capital analyst Ashish Sabadra has maintained a "Hold" rating for FactSet Research Systems (FDS.US) and increased the target price from $240 to $304. According to TipRanks data, the analyst has a 57.2% success rate and a 2.7% total average return over the past year. This article provides financial analysis data and disclaimers about investment recommendations.

    Moomoo•8/27/26•
    Somewhat-Bullish

    RBC Raises Price Target on FactSet Research Systems to $304 From $240, Keeps Sector Perform Rating

    RBC Capital Markets has increased its price target for FactSet Research Systems (FDS) to $304 from $240, while maintaining a Sector Perform rating on the stock. This adjustment comes alongside RBC's forecast that FactSet is poised to exceed fiscal Q4 revenue expectations and provide stronger fiscal 2027 guidance. The article also notes recent news regarding FactSet's dividend and partnership activities.

    marketscreener.com•8/27/26•
    Somewhat-Bullish

    Frequently Asked Questions About FDS

    What is FDS's current dividend yield?
    FactSet Research Systems Inc (FDS) has a current dividend yield of 1.42%.
    Does FDS pay dividends?
    Yes, FactSet Research Systems Inc pays dividends with a current yield of 1.42%.
    What is FDS's P/E ratio?
    FactSet Research Systems Inc has a price-to-earnings (P/E) ratio of 17.87.
    What is FDS's market cap?
    FactSet Research Systems Inc (FDS) has a market capitalization of $10.99B with a current stock price of $313.67.

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