FDS
FactSet Research Systems Inc. NYSE Listed Jun 28, 1996$221.29
-3.07%
vs $228.30
Mkt Cap $8.5B
52w Low $190.06
12.0% of range
52w High $450.30
50d MA $230.95
200d MA $257.37
P/E (TTM)
14.2x
EV/EBITDA
9.8x
P/B
3.8x
Debt/Equity
0.7x
ROE
27.5%
P/FCF
13.8x
RSI (14)
37.60
ATR (14)
$12.17
Beta
0.72
50d MA
$230.95
200d MA
$257.37
Avg Volume
927.0K
FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
45 Glover Avenue · Norwalk, CT 06850 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | AMC | 4.37 | 4.46 | +2.1% | 216.99 | -0.5% | +3.6% | +1.3% | +1.4% | -1.4% | -2.0% | — |
| Dec 18, 2025 | AMC | 4.36 | 4.51 | +3.4% | 273.39 | +1.5% | +5.5% | +0.8% | -0.0% | -0.3% | +0.7% | — |
| Sep 18, 2025 | AMC | 4.13 | 4.05 | -1.9% | 301.23 | +1.1% | -4.0% | +2.2% | -2.4% | -0.8% | -0.8% | — |
| Jun 23, 2025 | AMC | 4.30 | 4.27 | -0.7% | 437.03 | +0.2% | +0.1% | +0.5% | -0.6% | +1.0% | +1.3% | — |
| Mar 20, 2025 | AMC | 4.17 | 4.28 | +2.6% | 430.93 | -1.2% | +0.4% | -0.2% | +1.7% | +0.4% | +1.8% | — |
| Dec 19, 2024 | AMC | 4.25 | 4.37 | +2.8% | 489.73 | -1.0% | -1.3% | +1.2% | +0.4% | +0.1% | -1.0% | — |
| Sep 19, 2024 | AMC | 3.62 | 3.74 | +3.3% | 469.48 | -1.0% | -0.8% | +0.6% | -1.1% | -1.3% | -0.5% | — |
| Jun 21, 2024 | AMC | 3.90 | 4.37 | +12.1% | 423.73 | +0.1% | +0.3% | -1.3% | -0.8% | -0.2% | -1.6% | — |
| Mar 21, 2024 | AMC | 3.88 | 4.22 | +8.8% | 450.66 | -0.6% | -0.7% | -0.6% | -0.2% | +0.8% | +1.6% | — |
| Dec 19, 2023 | AMC | 4.11 | 4.12 | +0.2% | 448.65 | -0.7% | +0.8% | +3.9% | -0.2% | +0.7% | +0.4% | — |
| Sep 21, 2023 | AMC | 3.49 | 2.93 | -16.0% | 426.76 | -1.3% | +2.1% | +0.3% | -1.1% | +0.7% | +1.5% | — |
| Jun 22, 2023 | AMC | 3.61 | 3.79 | +5.0% | 404.15 | -0.6% | -2.5% | +0.4% | +1.2% | -1.2% | +0.0% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 18 | Rothschild & Co Redburn | Downgrade | Neutral → Sell | $215 | — | — | — | — | — | — | — | — |
| Apr 1 | UBS | Maintains | Buy → Buy | — | $216.99 | $215.86 | -0.5% | +3.6% | +1.3% | +1.4% | -1.4% | -2.0% |
| Apr 1 | Goldman Sachs | Maintains | Sell → Sell | — | $216.99 | $215.86 | -0.5% | +3.6% | +1.3% | +1.4% | -1.4% | -2.0% |
| Apr 1 | Wells Fargo | Maintains | Underweight → Underweight | — | $216.99 | $215.86 | -0.5% | +3.6% | +1.3% | +1.4% | -1.4% | -2.0% |
| Mar 18 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $209.00 | $206.00 | -1.4% | -0.6% | +0.5% | +0.2% | -0.4% | -5.3% |
| Feb 23 | Barclays | Maintains | Underweight → Underweight | — | $195.05 | $192.91 | -1.1% | -2.5% | +5.9% | +2.5% | +3.7% | +1.2% |
| Feb 17 | Wells Fargo | Maintains | Underweight → Underweight | — | $205.79 | $201.07 | -2.3% | -7.6% | +4.1% | +0.5% | -1.9% | -2.5% |
| Feb 4 | Wells Fargo | Maintains | Underweight → Underweight | — | $222.62 | $220.01 | -1.2% | +1.3% | -7.2% | -0.9% | -2.0% | +0.8% |
| Jan 14 | Wells Fargo | Maintains | Underweight → Underweight | — | $291.77 | $291.11 | -0.2% | +1.2% | -1.9% | -0.4% | -4.0% | +2.6% |
| Jan 8 | Evercore ISI | Maintains | In Line → In Line | — | $292.95 | $292.15 | -0.3% | +0.4% | +0.1% | +0.8% | -1.7% | +1.2% |
| Dec 22 | BMO Capital | Maintains | Market Perform → Market Perform | — | $288.54 | $288.54 | +0.0% | +0.8% | -0.0% | -0.3% | +0.7% | +0.4% |
| Dec 19 | Goldman Sachs | Maintains | Sell → Sell | — | $273.39 | $277.55 | +1.5% | +5.5% | +0.8% | -0.0% | -0.3% | +0.7% |
| Dec 19 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $273.39 | $277.55 | +1.5% | +5.5% | +0.8% | -0.0% | -0.3% | +0.7% |
| Dec 19 | Stifel | Maintains | Hold → Hold | — | $273.39 | $277.55 | +1.5% | +5.5% | +0.8% | -0.0% | -0.3% | +0.7% |
| Dec 17 | Morgan Stanley | Upgrade | Underweight → Equal Weight | — | $293.00 | $297.05 | +1.4% | +1.1% | -7.7% | +5.5% | +0.8% | -0.0% |
| Dec 5 | Wells Fargo | Maintains | Underweight → Underweight | — | $278.92 | $278.29 | -0.2% | +4.2% | -1.3% | +0.2% | +0.2% | +1.2% |
| Sep 22 | UBS | Upgrade | Neutral → Buy | — | $289.15 | $294.50 | +1.9% | +2.2% | -2.4% | -0.8% | -0.8% | +2.1% |
| Sep 19 | Stifel | Maintains | Hold → Hold | — | $301.23 | $304.50 | +1.1% | -4.0% | +2.2% | -2.4% | -0.8% | -0.8% |
| Sep 19 | Evercore ISI | Maintains | In Line → In Line | — | $301.23 | $304.50 | +1.1% | -4.0% | +2.2% | -2.4% | -0.8% | -0.8% |
| Sep 19 | BMO Capital | Maintains | Market Perform → Market Perform | — | $301.23 | $304.50 | +1.1% | -4.0% | +2.2% | -2.4% | -0.8% | -0.8% |
| Sep 19 | Morgan Stanley | Maintains | Underweight → Underweight | — | $301.23 | $304.50 | +1.1% | -4.0% | +2.2% | -2.4% | -0.8% | -0.8% |
| Sep 19 | Wells Fargo | Maintains | Underweight → Underweight | — | $301.23 | $304.50 | +1.1% | -4.0% | +2.2% | -2.4% | -0.8% | -0.8% |
| Sep 19 | Barclays | Maintains | Underweight → Underweight | — | $301.23 | $304.50 | +1.1% | -4.0% | +2.2% | -2.4% | -0.8% | -0.8% |
| Sep 12 | Rothschild & Co | Upgrade | Sell → Neutral | — | $370.50 | $370.01 | -0.1% | -2.3% | -4.8% | +0.2% | -2.7% | -10.4% |
| Sep 10 | Evercore ISI | Maintains | In Line → In Line | — | $372.86 | $371.53 | -0.4% | -3.0% | +2.4% | -2.3% | -4.8% | +0.2% |
| Sep 5 | Wells Fargo | Maintains | Underweight → Underweight | — | $369.48 | $370.39 | +0.2% | +0.4% | +1.2% | -0.7% | -3.0% | +2.4% |
| Jun 26 | Raymond James | Upgrade | Underperform → Market Perform | — | $439.87 | $441.84 | +0.4% | -0.6% | +1.0% | +1.3% | +0.7% | -0.6% |
| Jun 24 | Morgan Stanley | Maintains | Underweight → Underweight | — | $437.03 | $437.80 | +0.2% | +0.1% | +0.5% | -0.6% | +1.0% | +1.3% |
| Jun 24 | Wells Fargo | Maintains | Underweight → Underweight | — | $437.03 | $437.80 | +0.2% | +0.1% | +0.5% | -0.6% | +1.0% | +1.3% |
| Jun 24 | BMO Capital | Maintains | Market Perform → Market Perform | — | $437.03 | $437.80 | +0.2% | +0.1% | +0.5% | -0.6% | +1.0% | +1.3% |
| Jun 24 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $437.03 | $437.80 | +0.2% | +0.1% | +0.5% | -0.6% | +1.0% | +1.3% |
| Jun 16 | Evercore ISI | Maintains | In Line → In Line | — | $419.90 | $423.03 | +0.7% | +0.3% | +0.6% | +0.3% | -0.6% | +3.5% |
| Jun 3 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $456.56 | $454.84 | -0.4% | -4.8% | -0.2% | -0.5% | +0.2% | -1.3% |
| Mar 24 | BMO Capital | Maintains | Market Perform → Market Perform | — | $432.86 | $435.59 | +0.6% | -0.2% | +1.7% | +0.4% | +1.8% | -0.1% |
| Mar 21 | Morgan Stanley | Maintains | Underweight → Underweight | — | $430.93 | $425.78 | -1.2% | +0.4% | -0.2% | +1.7% | +0.4% | +1.8% |
| Mar 21 | UBS | Maintains | Neutral → Neutral | — | $430.93 | $425.78 | -1.2% | +0.4% | -0.2% | +1.7% | +0.4% | +1.8% |
| Mar 21 | Wells Fargo | Downgrade | Equal Weight → Underweight | — | $430.93 | $425.78 | -1.2% | +0.4% | -0.2% | +1.7% | +0.4% | +1.8% |
| Mar 10 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $440.73 | $438.03 | -0.6% | +0.5% | -2.7% | -0.3% | -0.6% | +2.2% |
| Mar 7 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $441.70 | $437.14 | -1.0% | -0.2% | +0.5% | -2.7% | -0.3% | -0.6% |
| Feb 11 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $460.66 | $457.80 | -0.6% | -1.4% | -0.0% | +1.1% | -0.7% | +0.9% |
| Dec 23 | BMO Capital | Maintains | Market Perform → Market Perform | — | $483.52 | $480.02 | -0.7% | +1.2% | +0.4% | +0.1% | -1.0% | -0.8% |
| Dec 20 | Stifel | Maintains | Hold → Hold | — | $489.73 | $484.59 | -1.0% | -1.3% | +1.2% | +0.4% | +0.1% | -1.0% |
| Dec 20 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $489.73 | $484.59 | -1.0% | -1.3% | +1.2% | +0.4% | +0.1% | -1.0% |
| Dec 12 | Morgan Stanley | Maintains | Underweight → Underweight | — | $490.04 | $488.39 | -0.3% | -0.3% | +0.0% | -0.2% | +0.3% | -3.2% |
| Nov 15 | BMO Capital | Maintains | Market Perform → Market Perform | — | $495.72 | $493.56 | -0.4% | -2.4% | +0.4% | -0.9% | -1.4% | +2.4% |
| Nov 15 | UBS | Maintains | Neutral → Neutral | — | $495.72 | $493.56 | -0.4% | -2.4% | +0.4% | -0.9% | -1.4% | +2.4% |
| Nov 15 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $495.72 | $493.56 | -0.4% | -2.4% | +0.4% | -0.9% | -1.4% | +2.4% |
| Oct 9 | Redburn Atlantic | Downgrade | Neutral → Sell | — | $456.83 | $452.16 | -1.0% | -0.2% | -0.4% | +0.6% | +1.1% | +1.6% |
| Sep 20 | BMO Capital | Maintains | Market Perform → Market Perform | — | $469.48 | $465.00 | -1.0% | -0.8% | +0.6% | -1.1% | -1.3% | -0.5% |
| Sep 20 | Stifel | Maintains | Hold → Hold | — | $469.48 | $465.00 | -1.0% | -0.8% | +0.6% | -1.1% | -1.3% | -0.5% |
No insider trades available.
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
FactSet's departure of a key executive on April 13, 2026 creates uncertainty about leadership continuity and strategic direction, potentially impacting stock performance until succession plans are clarified.
Apr 8
8-K
Unknown — 8-K Filing
FactSet's 7.1% revenue growth and 6.7% organic ASV expansion demonstrate consistent double-digit expansion in its core subscription business, supporting premium valuation and justifying investor confidence in recurring revenue model.
Mar 31
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
Multiple companies reporting executive changes via 8-K filings suggests potential leadership transitions that could signal strategy shifts, affecting management continuity risk and investor confidence in each stock's near-term direction.
Mar 18
8-K · 5.02
!!! Very High
Factset Research Systems -- 8-K 5.02: Executive Change
FactSet Research Systems appointed a Chief AI Officer and added Ms. Stepp as director, signaling strategic focus on artificial intelligence capabilities and board expansion.
Mar 4
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2,241,480 | $650M | Reduced | Dec 2025 |
| 2 | Vanguard Capital Management Llc | 2,408,636 | $523M | New | Mar 2026 |
| 3 | Vanguard Portfolio Management Llc | 1,806,692 | $392M | New | Mar 2026 |
| 4 | Ninety One Uk Ltd | 1,194,996 | $259M | — | Mar 2026 |
| 5 | Invesco Ltd. | 1,071,663 | $233M | Added | Mar 2026 |
| 6 | Bank Of America Corp /de/ | 842,715 | $183M | Added | Mar 2026 |
| 7 | Marshall Wace, Llp | 790,829 | $172M | Added | Mar 2026 |
| 8 | Wells Fargo & Company/mn | 693,231 | $150M | New | Mar 2026 |
| 9 | Proshare Advisors Llc | 596,002 | $129M | Added | Mar 2026 |
| 10 | Bank Of Montreal /can/ | 567,466 | $123M | Reduced | Mar 2026 |
| 11 | Pinestone Asset Management Inc. | 387,784 | $84M | Reduced | Mar 2026 |
| 12 | Arrowstreet Capital, Limited Partnership | 377,926 | $82M | Added | Mar 2026 |
| 13 | Ubs Group Ag | 363,815 | $79M | Added | Mar 2026 |
| 14 | Northern Trust Corp | 347,168 | $75M | Added | Mar 2026 |
| 15 | Two Sigma Investments, Lp | 344,889 | $75M | Added | Mar 2026 |
| 16 | Aqr Capital Management Llc | 307,542 | $67M | Reduced | Mar 2026 |
| 17 | Bank Of New York Mellon Corp | 294,091 | $64M | Reduced | Mar 2026 |
| 18 | Equity Investment Corp | 287,617 | $62M | New | Mar 2026 |
| 19 | Gotham Asset Management | 273,279 | $59M | Added | Mar 2026 |
| 20 | Citadel Advisors Llc | 258,995 | $56M | Reduced | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$8.49B
Enterprise Value
$9.51B
P/E (TTM)
14.23x
Forward P/E
12.47x
PEG Ratio
2.05x
P/B
3.84x
P/S
3.66x
P/FCF
13.76x
EV/EBITDA
9.84x
Shares Out
38.4M
Financials (TTM)
Revenue
$2.32B
Net Income
$597.0M
EBITDA
$966.0M
Free Cash Flow
$617.5M
Op Cash Flow
$726.3M
EPS Basic
$15.74
EPS Diluted
$15.55
EPS Forward
$17.74
Gross Margin
52.7%
Op Margin
32.2%
Net Margin
25.7%
Balance Sheet
Total Assets
$4.30B
Total Liab.
$2.12B
Total Equity
$2.19B
Cash
$355.1M
LT Debt
$1.37B
Book Value/Sh
$57.65
Debt/Equity
0.71x
Current Ratio
1.40
Quick Ratio
1.40
Returns & Growth
ROE
27.5%
ROA
13.9%
ROIC
16.2%
Rev Growth YoY
+5.4%
EPS Growth YoY
+11.6%
Price Returns
2W
+22.8%
1M
+7.9%
3M
+13.2%
6M
-11.5%
12M
-46.4%
Technicals
52W High
$450.30
52W Low
$190.06
50d MA
$230.95
200d MA
$257.37
RSI (14)
37.60
ATR (14)
$12.17
Beta
0.72
Avg Volume
927K
Dividends
Div Rate
$4.22
Div Yield
1.8%
Frequency
4
Ex-Div Date
Feb 27, 2026
Analyst Price Targets
Consensus
$277.89
High
$321.00
Low
$210.00
Median
$295.00
Data updated apr 25, 2026 8:45am
· Source: financialmodelingprep.com