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NYSE · Financial Data & Stock Exchanges · USD

FactSet Research Systems Inc. (FDS) Stock Analysis

FactSet Research Systems Inc. (FDS) is a Financial Data & Stock Exchanges stock listed on NYSE and quoted in US Dollar.

FDS

$301.96

−$11.00 (−3.51%)

Sep 4, 2026 · Market close

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Price History

Hover for the daily close. The dotted line marks the period open.

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FDS Key Statistics

As of Sep 4, 2026
Trading
Open
$305.72
Previous Close
$312.96
Day's Range
299.57–306.11
52-Week Range
185.00–377.07
Volume
633.30K
BetaHow much the share price moves relative to the wider market. 1.0 moves in line with it; above 1.0 swings more, below 1.0 less.
0.71
Valuation
Market Cap
$10.74B
P/E Ratio
20.61
Forward P/EShare price divided by forecast earnings for the year ahead, rather than the year just past.
15.32
PEG RatioThe P/E ratio divided by the expected earnings growth rate. It puts a high P/E in the context of how fast profits are growing.
1.39
P/S ratioMarket value divided by annual revenue. Useful for companies that are not yet profitable, where a P/E cannot be calculated.
4.40
EPS (ttm)Profit attributable to each share over the last twelve months.
14.65
Financials (FY)
Revenue (FY)
$2.32B+5.39%
Net Income (FY)
$597.04M+11.15%
Profit marginThe share of revenue left as profit after all costs and taxes.
23.21%
Shares OutstandingThe total number of shares held by all investors. Market value is this figure multiplied by the share price.
35.57M
1-Year Return
−17.12%
Dividend and dates
Dividend
$4.64+1.54%
Ex-Dividend Date
August 31, 2026
Earnings Date
September 30, 2026
Avg Volume
923.69K

Only metrics the company reports are shown. Data provided by Yahoo Finance via yfinance. Updated daily.

FDS Stock Return by Calendar Year

Calendar-year returns computed from daily closing prices. Partial years are shown muted and marked with an asterisk.

YearReturn
2026 (partial year)+5.10%
2025−38.88%
2024+1.62%
2023+19.99%
2022−16.75%
2021+47.49%
2020+25.13%
2019+35.51%
2018+5.02%
2017+19.44%
2016 (partial year)−5.36%

As of September 4, 2026.

FDS Revenue and Earnings by Fiscal Year

FY ends August
Fiscal yearRevenueNet incomeNet margin
2025$2.32B$597.04M25.7%
2024$2.20B$537.13M24.4%
2023$2.09B$468.17M22.4%
2022$1.84B$396.92M21.5%
Fiscal yearRevenueGross profitOperating incomeNet incomeNet margin
2025$2.32B$1.22B$748.30M$597.04M25.7%
2024$2.20B$1.19B$701.30M$537.13M24.4%
2023$2.09B$1.11B$629.21M$468.17M22.4%
2022$1.84B$972.79M$539.75M$396.92M21.5%

Annual figures as reported, in the company's reporting currency. As of August 31, 2025.

FDS Dividend History

$4.34+5.9% vs 2024

Dividends per share, 2025 · 4 payments

YearDividends per sharePaymentsChange
2026*$3.423—
2025$4.344+5.9%
2024$4.104+7.0%
2023$3.834+9.7%
YearDividends per sharePaymentsChange
2026 (partial year)$3.423—
2025$4.344+5.9%
2024$4.104+7.0%
2023$3.834+9.7%
2022$3.494+8.0%
2021$3.234+6.6%
2020$3.034+8.2%
2019$2.804+12.9%
2018$2.484+13.8%
2017$2.184+336.0%
2016$0.501—

Most recent payment: $1.14 per share, ex-dividend August 31, 2026. Per-share amounts summed by calendar year from ex-dividend dates. Partial years are shown muted and marked with an asterisk.

FDS Valuation vs Financial Data & Stock Exchanges Median

Median of 16 stocks
MetricFDSFinancial Data & Stock Exchanges medianvs median
P/E20.6123.2411% below
P/S ratio4.408.3447% below
Profit margin23.21%28.63%5.4 pts below

Medians across 16 Financial Data & Stock Exchanges stocks that report the metric. Medians, not averages, so one outlier cannot move them. As of September 4, 2026.

Recent News

All 20 articles ↓

News provided by third-party sources. Not financial advice.

Analysis

Data-derived

Company Overview

The market values FactSet Research Systems Inc. (FDS) at $10.74B. The company sits in the Financial Services sector, in the Financial Data & Stock Exchanges industry. The company reports 12,694 employees.

Over the past 52 weeks the price has ranged from $185.00 to $377.07. FDS last closed at $301.96 on September 4, 2026. That is −$11.00 (−3.51%) against the previous close. The latest close sits 63.22% above that 52-week low.

Financial Health

The most recent full year on file, fiscal 2025, shows revenue of $2.32B. That is +5.39% against the prior fiscal year, when revenue was $2.20B. The same year closed with net income of $597.04M. That is +11.15% against the prior fiscal year. Profit margin runs at 23.21%. That is 5.4 percentage points below the Financial Data & Stock Exchanges median of 28.64%. Trailing earnings per share are 14.65.

Across the 4 fiscal years on file, revenue moves from $1.84B in 2022 to $2.32B in 2025. Of those 4 years, 4 report positive net income.

Valuation Assessment

The trailing P/E ratio stands at 20.61. That is 11.32% below the Financial Data & Stock Exchanges median of 23.24. The forward P/E on file is 15.32. The PEG ratio, which sets the P/E against expected earnings growth, reads 1.39. The price-to-sales ratio is 4.4. On price-to-sales that is 47.21% below the Financial Data & Stock Exchanges median of 8.34. The medians here are taken across 16 Financial Data & Stock Exchanges companies that report the metric.

The reported beta is 0.71. Annualized volatility over the trailing 10 years is 28.64%. The trailing one-year price return is −17.12%. Across 10 years the annualized return works out at +6.33%.

Growth & Income

Shareholders receive a dividend, yielding 1.54% on the latest price. That is 0.3 percentage points above the Financial Data & Stock Exchanges median yield of 1.26%. The indicated annual rate is $4.64 a share. The ex-dividend date on file is August 31, 2026. Dividends are recorded for 11 calendar years; 2026 shows 3 payments totalling $3.42 a share. The year before, 2025, totalled $4.34 a share.

The strongest complete calendar year on file is 2021 at +47.49%; the weakest is 2025 at −38.88%. Of the 9 complete calendar years on file, 7 finished higher. 2026 is still running; the price is +5.10% year to date.

Peer Comparison

FactSet Research Systems Inc. (FDS) operates in the Financial Data & Stock Exchanges industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
FactSet Research Systems Inc. FDS $10.74B 20.6
S&P Global Inc. SPGI $130.75B 27.4
CME Group Inc. CME $101.15B 23.9
Intercontinental Exchange, Inc. ICE $90.53B 22.7

The Financial Data & Stock Exchanges industry average P/E ratio is 23.2x. FactSet Research Systems Inc. trades at a P/E of 20.6.

Every figure above is read from this page's own data on each nightly rebuild. Informational only, not financial advice. As of September 4, 2026.

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About FactSet Research Systems Inc.

FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. It offers data, products, and analytical applications; and workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. The company also provides subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research investment ideas, as well as analyze, monitor, and manage portfolios; and solutions covering investment lifecycle of investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, and reporting. In addition, it offers services through configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It operates in Europe, the Middle East, Africa, the Americas, the Asia Pacific, and internationally. The company serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. It has a strategic partnership with Google Cloud to create a new generation of AI-powered solutions for the financial industry. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

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