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FactSet Research Systems Inc.
FactSet Research Systems Inc.
FDS · NYS

FactSet Research Systems Inc.

US$225.01

Price Arrow1.33 (0.595%)
21/05/2026 04:10:00 PM
All-CompaniesAll-ConsensusHALO AllHALO Capital EfficiencyHALO SmallHALO ValueHammer Bullish (Realtime)Recent Price upgrade
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FactSet Research Systems Inc. Overview

FDS Health Scores

Short Term

Mean Reversion

Neutral

Trend

Neutral

Event

Neutral

HALO Model

Mqv

Weak

Garp

Neutral

Mqv Small

Weak

Valuation

Value

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Consensus

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Momentum

Price

Neutral

Earnings

Weak

Growth

Earnings

Weak

Dividends

Strong

Quality

Capital Efficiency

Very Strong

Balance Sheet

Weak

About FDS

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Telephone

1.203.810.1000

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Address

7th Floor, 45 Glover Avenue, Norwalk, CT 06850

Description

FactSet Research Systems Inc. (the "Company" or "FactSet") is a global financial digital platform and enterprise solutions provider with open and flexible technologies that aims to supercharge financial intelligence. Since inception, global financial professionals have utilized the company's content and multi-asset class solutions across each stage of the investment process. FactSet's goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis, in which the company serves the front, middle, and back offices to drive productivity and improved performance. FactSet's flexible, open data and technology solutions can be implemented both across the investment portfolio lifecycle or as standalone components serving different workflows in the organization. FactSet is focused on growing the business throughout each of its three segments, the Americas, EMEA (formerly known as Europe), and Asia Pacific. FactSet revised its internal organization within each segment to offer data, products and analytical applications by firm type: Institutional Buyside, Dealmakers, Wealth, and Partnerships and CGS. The company believes organization by firm type better aligns with its clients, the long-term view of its business and commitment to investing for growth and efficiency. FactSet currently serves financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet provides both insights on global market trends and intelligence on companies and industries, as well as capabilities to monitor portfolio risk and performance and to execute trades. The company combines dedicated client service with open and flexible technology offerings, such as a configurable desktop and mobile platform, comprehensive data feeds, an open marketplace and digital portals and application programming interfaces ("APIs"). The company’s revenue is primarily derived from subscriptions to products and services such as workstations, analytics, enterprise data, and research management. FactSet Research Systems was founded by Howard E. Wille and Charles J. Snyder in September 1978 and is headquartered in Norwalk, CT.

FDS Price Chart

Key Stats

Market Cap

US$8.15B

PE

24.00

EV/EBITDA

16.1

Dividends Overview

DIV Yield

1.1%

Franking

N/A

Ex Dividend Date (est.)

29-May-26

Market Data

52 weeks range

Low 185 - 471.64

Trade Value (12mth)

US$52,040,050.00

1 week

5.22%

1 month

-7.84%

YTD

-21.49%

1 year

-51.79%

All time high

499.87

Key Fundamentals

EPS 3 yr Growth

50.20%

EBITDA Margin

41.10%

Operating Cashflow

$726m

Free Cash Flow Return

20.60%

ROIC

17.00%

Interest Coverage

17.00

Quick Ratio

1.40

Other Data

Shares Outstanding (Fully Diluted)

37m

HALO Sector

Industrials

Next Company Report Date

17-Sep-26

Next Ex Dividend Date

29-May-26

Next Dividend Pay Date

18-Jun-26

Reporting Currency

USD

Short Sell (% of issue)

0.00

FDS Announcements

Latest Announcements

DateAnnouncements
08 April 26
02 April 26
31 March 26
04 March 26
04 March 26

FDS Fundamentals

Per Share Records

Historical data

Forecast data

USD2021202220232024202320242025202620272028
Per Share, Growth & Valuations
EPS (Basic)
$locklocklocklock12.2614.1115.74locklocklock
EPS (Fully Diluted)
$locklocklocklock12.0413.9115.55locklocklock
Growth
%locklocklocklock16.915.111.6locklocklock
PE
Xlocklocklocklock36.330.424locklocklock
EV/EBITDA
Xlocklocklocklock2219.816.1locklocklock

Dividends

Key Stats

Ex Dividend Date (est.)

29-May-26

DIV Yield

1.1%

Franking Level

N/A

DPSg

5.9%

Quality Yield

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Falling Divs over next 2

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Expected Dividend Cashflow

Dividend Clarity,
Enhanced
Strategy

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Want to learn more?Frequently asked questions.
What is the current share price of FactSet Research Systems Inc. (FDS:NYS)?
Halo FAQ
The current share price of FactSet Research Systems Inc. (FDS:NYS) is USD$225.01.
What is the 52-week high share price for FactSet Research Systems Inc. (FDS:NYS)?
Halo FAQ
The 52-week high share price for FactSet Research Systems Inc. (FDS:NYS) is USD$471.64.
What is the 52-week low share price for FactSet Research Systems Inc. (FDS:NYS)?
Halo FAQ
The 52-week low share price for FactSet Research Systems Inc. (FDS:NYS) is USD$185.00.
What is the dividend yield for FactSet Research Systems Inc. (FDS:NYS)?
Halo FAQ
The current TTM dividend payout for FactSet Research Systems Inc. (FDS:NYS) is 1.10.
What was FactSet Research Systems Inc. (FDS:NYS) last dividend payment?
Halo FAQ
The last dividend payment of FactSet Research Systems Inc. (FDS:NYS) is USD$1.10.
What is the franking level for FactSet Research Systems Inc. (FDS:NYS)?
Halo FAQ
FactSet Research Systems Inc. (FDS:NYS) has a franking level of 0.00%.
In which sector is FactSet Research Systems Inc. (FDS:NYS) classified?
Halo FAQ
FactSet Research Systems Inc. (FDS:NYS) is classified in the Industrials.
What is the price-to-earnings (P/E) ratio for FactSet Research Systems Inc. (FDS:NYS)?
Halo FAQ
The current P/E ratio for FactSet Research Systems Inc. (FDS:NYS) is 24.00.

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