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    FactSet Research Systems Inc (FDS)

    Official site

    FINANCIAL SERVICES • FINANCIAL DATA & STOCK EXCHANGES • NYSE

    $302.04
    +12.30 (+4.25%)

    Market Cap: $10.30B

    Last updated: Oct 16, 2026 at 1:55 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    83%(33/40)
    Avg Surprise
    +3.95%
    Streak
    4 Q

    Upcoming Estimates

    Period ending Nov 30, 2026
    EPS Consensus$5.00
    Range$4.75 - $5.13
    16 analysts
    EPS Revisions
    1
    0
    7d
    1
    0
    30d
    EPS Estimate DriftChange to current
    90d ago$4.94+1.3%
    60d ago$4.94+1.3%
    30d ago$4.94+1.2%
    7d ago$4.94+1.2%
    Current$5.00
    Revenue Consensus
    $644M
    Range$639M - $648M
    14 analysts
    Period ending Feb 28, 2027
    EPS Consensus$4.91
    Range$4.81 - $5.04
    16 analysts
    EPS RevisionsNo revisions (7d)
    3
    2
    30d
    EPS Estimate DriftChange to current
    90d ago$4.90+0.3%
    60d ago$4.90+0.3%
    30d ago$4.90+0.2%
    7d ago$4.91+0.0%
    Current$4.91
    Revenue Consensus
    $647M
    Range$642M - $651M
    14 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Feb 27EST
    		-$4.91---
    Nov 26EST
    		-$5.00---
    Aug 26
    Reported Sep 30
    		$4.52$4.32+4.63%Beat+11.6%
    May 26
    Reported Jul 1
    		$4.53$4.44+2.03%Beat+6.1%
    Feb 26
    Reported Mar 31
    		$4.46$4.38+1.83%Beat+4.2%
    Nov 25
    Reported Dec 18
    		$4.51$4.36+3.44%Beat+3.2%
    Aug 25
    Reported Sep 18
    		$4.05$4.13-1.94%Miss+8.3%
    May 25
    Reported Jun 23
    		$4.27$4.30-0.70%Miss-2.3%
    Feb 25
    Reported Mar 20
    		$4.28$4.18+2.50%Beat+1.4%
    Nov 24
    Reported Dec 19
    		$4.37$4.28+2.10%Beat+6.1%
    Aug 24
    Reported Sep 19
    		$3.74$3.62+3.31%Beat+27.6%
    May 24
    Reported Jun 21
    		$4.37$3.90+12.05%Beat+15.3%
    Feb 24
    Reported Mar 21
    		$4.22$3.88+8.76%Beat+11.1%
    Nov 23
    Reported Dec 19
    		$4.12$4.11+0.24%Beat+3.3%
    Aug 23
    Reported Sep 21
    		$2.93$3.49-16.05%Miss-6.4%
    May 23
    Reported Jun 22
    		$3.79$3.60+5.28%Beat+0.8%
    Feb 23
    Reported Mar 23
    		$3.80$3.67+3.54%Beat+16.2%
    Nov 22
    Reported Dec 20
    		$3.99$3.63+9.92%Beat+22.8%
    Aug 22
    Reported Sep 22
    		$3.13$3.21-2.49%Miss+8.7%
    May 22
    Reported Jun 23
    		$3.76$3.22+16.77%Beat+38.2%
    Feb 22
    Reported Mar 24
    		$3.27$2.97+10.10%Beat+20.2%
    Nov 21
    Reported Dec 21
    		$3.25$3.00+8.33%Beat+12.8%
    Aug 21
    Reported Sep 28
    		$2.88$2.73+5.49%Beat+0.0%
    May 21
    Reported Jun 29
    		$2.72$2.75-1.09%Miss-4.9%
    Feb 21
    Reported Mar 30
    		$2.72$2.73-0.37%Miss+6.7%
    Nov 20
    Reported Dec 21
    		$2.88$2.74+5.11%Beat+11.6%
    Aug 20
    Reported Sep 24
    		$2.88$2.53+13.83%Beat+10.3%
    May 20
    Reported Jun 25
    		$2.86$2.44+17.21%Beat+9.2%
    Feb 20
    Reported Mar 26
    		$2.55$2.49+2.41%Beat+5.4%
    Nov 19
    Reported Dec 19
    		$2.58$2.42+6.61%Beat+9.8%
    Aug 19
    Reported Sep 26
    		$2.61$2.46+6.10%Beat+18.6%
    May 19
    Reported Jun 25
    		$2.62$2.37+10.55%Beat+20.2%
    Feb 19
    Reported Mar 26
    		$2.42$2.34+3.42%Beat+14.2%
    Nov 18
    Reported Dec 18
    		$2.35$2.29+2.62%Beat+15.2%
    Aug 18
    Reported Sep 25
    		$2.20$2.21-0.45%Miss+15.8%
    May 18
    Reported Jun 26
    		$2.18$2.13+2.35%Beat+17.8%
    Feb 18
    Reported Mar 27
    		$2.12$2.06+2.91%Beat+17.1%
    Nov 17
    Reported Dec 19
    		$2.04$1.98+3.03%Beat+16.6%
    Aug 17
    Reported Sep 26
    		$1.90$1.89+0.53%Beat-
    May 17
    Reported Jun 27
    		$1.85$1.84+0.54%Beat-
    Feb 17
    Reported Mar 28
    		$1.81$1.80+0.56%Beat-
    Nov 16
    Reported Dec 20
    		$1.75$1.70+2.94%Beat-

    Dividends

    Dividend Metrics

    Forward Yield1.54%
    Forward Annual Dividend$4.64
    Payout Ratio19.68%
    FrequencyQuarterly
    Pay MonthsMar, Jun, Sep, Dec

    Growth

    3Y CAGR+7.54%
    5Y CAGR+7.45%
    FDS dividend history and ex-dividend datesRun FDS in the free DRIP calculator

    Key Metrics

    Valuation
    P/E Ratio16.76EV/EBITDA12.63x
    Price/FCF15.40xFCF Yield6.49%
    Profitability
    Profit Margin21.50%Operating Margin24.70%
    ROE25.50%ROIC17.69%
    Financial Health
    Debt/Equity0.68xInterest Coverage13.97x
    Current Ratio0.68xQuick Ratio0.68x
    Trading Statistics
    Beta0.77Avg Volume769.28K
    52-Week High$320.4852-Week Low$182.47

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$283.22
    SMA 20$278.78
    SMA 50$284.88
    SMA 200$247.65
    EMA 10$286.48
    EMA 20$282.76
    EMA 50$278.37
    EMA 200$270.38

    MACD

    Line: 3.15Signal: -0.01Hist: 3.16

    ADX

    ADX: 13.1+DI: 29.3-DI: 18.7

    Aroon & PSAR

    Aroon Up100.0
    Aroon Down52.0
    PSAR$262.93

    Bollinger Bands

    Upper Band$299.25
    Lower Band$258.30
    %B Position1469%(Upper)
    Band Width1.07

    RSI (14-Day)

    Neutral
    63.0

    Momentum Oscillators

    Stoch %K89.2
    Stoch %D86.9
    Williams %R-4.8
    ROC (10d)8.8%
    Momentum24.43
    CCI (20d)166.0
    MFI (14d)72.8

    Volatility Measures

    ATR (14d)$11.11(3.7%)
    StdDev (20d)10.24
    Hist Vol41.8%(High)

    Volume Flow

    VWAP$298.78
    OBV1.6M
    AD Line-114.8M
    CMF (20d)-0.085

    Volume Metrics

    Avg Vol (20d)785.1K
    Vol Ratio0.9x
    VWMA (20d)$277.91

    Pivot Points

    R3$299.21
    R2$296.61
    R1$293.17
    Pivot Point$290.57
    S1$287.13
    S2$284.53
    S3$281.09

    Advanced Oscillators

    TSI6.89
    Ultimate Osc51.8
    KST-13.02

    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.

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    FDS Valuation and Fair Value

    P/E
    16.8x
    Forward P/E
    13.9x
    EV/EBITDA
    12.6x
    P/FCF
    15.4x
    PEG
    1.2x
    P/B
    5.4x
    See GNG's fair value

    FDS Profitability: Margins, ROIC and FCF

    Gross margin
    51.4%
    Operating margin
    24.7%
    Net margin
    21.5%
    ROIC
    17.7%
    ROE
    25.5%
    FCF margin
    29.0%
    FCF yield
    6.5%

    FDS Competitors

    CompanyTicker
    BKBK
    Jefferies Financial Group IncJEF
    Stifel Financial CorporationSF
    Popular IncBPOP
    Fidelity National Financial IncFNF
    Brookfield Wealth Solutions Ltd.BNT
    Galaxy Digital Holdings LtdGLXY
    UMB Financial CorporationUMBF

    Sector: Financial Services

    FDS Analyst Ratings

    Consensus
    Hold
    Analysts
    18
    Strong Buy
    0
    Buy
    3
    Hold
    9
    Sell
    4
    Strong Sell
    2

    FDS Bull Case vs Bear Case

    Bull case

    • FDS earns a 17.7% return on invested capital.
    • FDS converts 29.0% of revenue into free cash flow.
    • FDS has a 21.5% net profit margin.

    Bear case

    • 33.3% of FDS's analyst ratings are Sell or Strong Sell.

    FDS Earnings: Beat Rate and Next Report

    Beat rate
    6 of 8 quarters (75.0%)
    Average surprise
    1.7%
    EPS estimate (fiscal period ending Nov 30, 2026)
    $5.00
    Estimate revisions (30 days, fiscal period ending Nov 30, 2026)
    1 up, 0 down

    FDS Dividend

    Forward yield
    1.5%
    Payout ratio
    19.7%
    3Y DPS growth
    7.5%
    5Y DPS growth
    7.5%
    Pay months
    Mar, Jun, Sep, Dec
    FDS dividend history

    Frequently Asked Questions About FDS

    What is FDS's current dividend yield?

    FactSet Research Systems Inc (FDS) has a forward dividend yield of 1.54%.

    Does FDS pay dividends?

    Yes, FactSet Research Systems Inc pays dividends with a forward dividend yield of 1.54%.

    What is FDS's P/E ratio?

    FactSet Research Systems Inc has a price-to-earnings (P/E) ratio of 16.76.

    What is FDS's market cap?

    FactSet Research Systems Inc (FDS) has a market capitalization of $10.30B with a current stock price of $302.04.

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