Company Profile: FactSet Research Systems Inc. (FDS)

FDS insider trades (13 months) →

$332.59 −3.24% vs. previous close · Market cap $11.73B

Today's multi-factor rank: 283 of 461 · see the ranking

Quant500 Scores

Momentum

4.6/10

Value

4.4/10

Growth

4.4/10

Quality

5.6/10

Multifactor

4.8/10

Market and Valuation

Price & Market

Prev Close Price:$343.74

Open:$337.00

Day's Low:$325.76

Day's High:$337.05

Bid / Ask:-

Market Cap:11.73B

Enterprise Value:13.40B

52-Week Range

52-Week Low:$185.00

52-Week High:$345.66

Current position in 52-week range

52w Low-52w High

50-Day Avg:$293.37

200-Day Avg:$250.59

Volume

Volume Today:921,198

Avg Volume (3m):802,307

Avg Volume (10d):733,160

52-Week Change:+29.92%

vs S&P 500, 52 weeks:-

Beta:0.70

Valuation Multiples

P/E (trailing):22.84

Diluted EPS for the last 12 months: the four quarters ended Aug 31, 2026, from the accounts filed with the SEC on Oct 20, 2026. The P/E is the price divided by that EPS.

P/E (forward):15.30

PEG Ratio:1.17

Price / Book:5.86

Price / Sales (TTM):4.74

EV / Revenue:5.41

EV / EBITDA:14.88

Dividends

Current yield:1.35%

Annual Dividend Rate:$4.64

Dividend Trailing:$4.52

Yield Trailing:1.31%

5-Year Avg Yield:0.97%

Payout Ratio:31.02%

Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-

Fiscal Year (Next):-

Date Filter (Month):

Loading historical OHLCV database...

Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):2.48B

Gross Profit:1.25B

EBITDA:900.31M

Net Income (TTM):533.48M

Rev Growth (YoY):+6.30%

Earnings Growth (YoY):-15.40%

Quarterly earnings growth (YoY):-21.20%

Margins

Gross Margin:-

EBITDA Margin:-

Operating Margin:-

Net Margin:-

Per Share

EPS Trailing (TTM):$14.56

Diluted EPS for the last 12 months: the four quarters ended Aug 31, 2026, from the accounts filed with the SEC on Oct 20, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$21.73

Revenue Per Share:$67.90

Cash Per Share:-

Book Value:$56.78

Last Dividend:-

Ex-Dividend Date:-

Last Split:-

Balance Sheet & Liquidity

Total cash:265.33M

Total Debt:1.54B

Net Debt (Debt - Cash):1.28B

Debt / Equity:77.05%

Current Ratio:0.60

Quick Ratio:0.52

Cash Flows

Operating Cash Flow:822.20M

Free Cash Flow (FCF):653.73M

FCF Yield (FCF / Market Cap):-

Enterprise Value:13.40B

EV / Revenue:5.41

EV / EBITDA:14.88

Profitability

ROE (Return on Equity):25.48%

ROA (Return on Assets):10.65%

P/E (trailing):22.84

P/E (forward):15.30

Price / Book:5.86

PEG Ratio:1.17

52-Week Change:+29.92%

S&P 500 change, 52 weeks:+11.37%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$14.56

Diluted EPS for the last 12 months: the four quarters ended Aug 31, 2026, from the accounts filed with the SEC on Oct 20, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$21.73

P/E (forward):15.30

PEG Ratio:1.17

Growth and Margins

Earnings Growth YoY:-

Quarterly Earnings Growth YoY:-

Rev Growth YoY:-

Net Margin:-

Gross Margin:-

EBITDA Margin:-

Per Share

Revenue Per Share:$67.90

Cash Per Share:-

Book Value:$56.78

Cash Flows (TTM)

Free Cash Flow:653.73M

Operating Cash Flow:822.20M

EBITDA:900.31M

Total Revenue (TTM):2.48B

Net Income (TTM):533.48M

Fiscal Year (Last):-

EPS Surprise History - Last 4 Quarters

Actual vs. Analyst Estimates · Green = beat expectations · Red = missed

Quarter	Period	Actual EPS	Estimated EPS	Difference	Surprise %	Currency

Ownership Structure

Ownership Distribution

% Insiders:-

% Institutional:-

% Inst. (of Float):-

No. of Institutions:-

Visual distribution

InsidersInstitutionalFree Float

Shares & Short Interest

Shares Outstanding:35,269,870

Float (free shares):35,117,458

Short interest (shares):3,794,022

Short % of float:-

Short Ratio (days to cover):4.92

Short interest, prior month:-

Short Interest Date:-

Governance Score (1=Best, 10=Worst)

Overall risk:-

Audit Risk:-

Board risk:-

Compensation Risk:-

Shareholder rights risk:-

Top Institutional Holders

Position Change: ▲ Increased · ▼ Reduced · = Unchanged

Organization	Report Date	% Shares	No. Shares	Value (USD)	Change %

Top Mutual Funds

Position Change: ▲ Increased ▼ Decreased = Unchanged

Fund	Report Date	% Shares	No. Shares	Value (USD)	Change %

Recent Insider Trades

Executive / Insider	Title	Date	Action	Shares

Options Chain

Expiration Date:

CALLS

Strike	Last	Bid	Ask	Vol.	O.I.	IV

PUTS

Strike	Last	Bid	Ask	Vol.	O.I.	IV

FactSet Research Systems Inc. (FDS) SEC filings: 10-K, 10-Q and 8-K

Direct links to financial reports filed with the SEC.

Type	Date	Official link
DEFA14A	2026-10-26	View filing ↗
10-K	2026-10-20	View filing ↗
8-K	2026-09-30	View filing ↗
8-K	2026-09-25	View filing ↗
8-K	2026-08-31	View filing ↗
8-K	2026-07-01	View filing ↗
8-K	2026-04-08	View filing ↗
10-Q	2026-04-02	View filing ↗
8-K	2026-03-31	View filing ↗
8-K	2026-03-04	View filing ↗

Company and Executive Profile

FactSet Research Systems Inc., together with its subsidiaries, operates as a global data and artificial intelligence solutions provider for the financial markets in the Americas, Europe, the Middle East, Africa, and Asia Pacific. 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, and AI-enabled workflows. The company also provides financial data and market intelligence on securities, companies, industries, and people that enable clients to research advisory, dealmaking and 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 banking solutions that supports company and market research; wealth solutions which supports home office, advisory, and client engagement workflows; and data and technology offerings, including desktop and mobile platform, data solutions, cloud-based digital solutions, application programming interfaces, and model context protocol servers. The company serves professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, private equity and venture capital professionals. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

General Information

Headquarters:United States

City:Norwalk

Employees:12,444

Sector:Financial Services

Industry:Financial Data & Stock Exchanges

Website:-

Key Executives

Name	Title	Age	Total pay
Mr. Sanoke Viswanathan	CEO & Director	50	17.36M
Mr. Joshua B. Warren J.D.	Executive VP & CFO	45	777,026
Mr. Christopher McLoughlin	Executive VP, Chief Legal Officer & Corporate Secretary	-	1.26M
Mr. Goran Skoko	Executive VP, Chief Revenue Officer and MD of EMEA & Asia Pacific	64	1.78M
Mr. John Costigan	Executive VP & Co Head of Product	56	1.29M
Mr. Gregory T. Moskoff	MD, Controller & Chief Accounting Officer	54	-
Mr. Robert Stolte	Chief Technology Officer	-	-
Mr. Kevin J. Toomey Jr.	Head of Investor Relations	-	-

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FactSet Research Systems Inc. (FDS): Quantitative Analysis

Name: Factor scores for FactSet Research Systems Inc. (FDS)
Creator: Quant500
License: https://quant500.com/legal

FactSet Research Systems Inc. (FDS) — Financial Services — Financial Data & Stock Exchanges. FDS is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.

So far in 2026, FDS has returned +15.8% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.

FDS ranks 283 of 461 on today's multifactor score, and 44 of the 58 Financial Services companies that score. Its strongest factor is quality (Z 0.36, ranked 101 of 468); its weakest is value (Z -0.38, ranked 321 of 489). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.

Factor scores

The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.

Factor	Z-Score	Rank
Multifactor	-0.149	283 of 461
Momentum	-0.250	273 of 494 ↑19
Value	-0.378	321 of 489
Quality	0.363	101 of 468
Growth	-0.332	354 of 489

Market data

Metric	Value
Price	$332.59
Market Cap	11.73B
P/E	22.84
Revenue (last 12 months)	2.48B
Price / book	5.86
Book value per share	$56.78
52-week range	$185.00 – $345.66
Dividend yield	1.35%
Beta	0.70
Average volume	802,307
Shares outstanding	35.27M
Short interest (% of float)	12.39% (as of Oct 15, 2026)

When does FDS report earnings? 7 of its last 8, before the open →

What are FDS insiders doing? 48 transactions filed with the SEC, of them 3 buys and 3 sells, the last one on Nov 1, 2026 →

FDS latest SEC filings

Annual report (10-K): filed Oct 20, 2026, fiscal year ended Aug 31, 2026 · view the filing on sec.gov
Quarterly report (10-Q): filed Jul 1, 2026, quarter ended May 31, 2026 · see its 10-Q filings on sec.gov
Earnings release (8-K): Sep 30, 2026, before the open · view the 8-K on sec.gov

Filing dates on EDGAR, the SEC's public registry. All FDS filings on EDGAR.

Guides: How to read a Quant500 company page · What the S&P 500 is · P/E ratio explained · 10-K, 10-Q and 8-K · all guides

Frequently asked questions about FactSet Research Systems (FDS)

When does FactSet Research Systems report earnings?

FactSet Research Systems has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 1 after the close and 7 before the open (and 4 with no time on the filing) (SEC filings through Sep 30, 2026). FDS earnings dates and times, quarter by quarter →

What is FactSet Research Systems's P/E ratio?

FactSet Research Systems's P/E (price over earnings per share for the last twelve months) is 22.8 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Aug 31, 2026. The median of the 68 Financial Services companies with a P/E is 14.2, and the S&P 500's, 23.5: FactSet Research Systems is above its sector median. Financial Services stocks, company by company →

Where does FactSet Research Systems rank on Quant500?

In the Nov 3, 2026 multi-factor ranking, FactSet Research Systems ranks 283 of 461, and 44 of the 58 Financial Services companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking → How it is calculated →

Have FactSet Research Systems insiders bought or sold shares?

The latest open-market purchase of FactSet Research Systems shares filed with the SEC (Form 4) was on Nov 6, 2025, by an officer, for $126k. The latest sale was on Jan 12, 2026, by a director, for $761k. In total, from August 2025 through Nov 3, 2026: 3 purchases and 3 sales by directors, officers and large shareholders. All FDS insider trades →

Does FactSet Research Systems pay a dividend?

Yes. Its dividend yield is 1.35% at the Nov 3, 2026 close (annual dividend of $4.64 per share). The latest recorded ex-dividend date is Aug 31, 2026.

What sector is FactSet Research Systems in, and which index?

FactSet Research Systems is classified in the Financial Services sector (industry: Financial Data & Stock Exchanges), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 70 S&P 500 companies in that sector. Financial Services stocks →

What is behind these numbers

The concepts on this page, explained from scratch in the Academy. Free, no account.

Valuation multiples: P/E, P/B, EV/EBITDA and their trapsWhy the P/E and the price-to-book in the table above cannot be compared across sectors, and what a low P/E can hide.
Value and momentum: the two that have survived bestWhat the value and momentum scores on this page actually measure, and why they are the two factors that have best survived scrutiny.
Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
Sales growth: the driver that gets overestimated mostWhat sits behind the growth score and the twelve-month revenue, and why it is the number people extrapolate too far most often.
Dividends and payout: high is not always goodThis company pays a dividend and its yield is in the table above: when a high figure is good news and when it is a warning.

The whole Academy, course by course →

Data as of Nov 3, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

Company Profile: FactSet Research Systems Inc. (FDS)

Market and Valuation

Price & Market

52-Week Range

Volume

Valuation Multiples

Dividends

Valuation Context

Financial Statements TTM (Trailing 12 Months)

Income Statement

Margins

Per Share

Balance Sheet & Liquidity

Cash Flows

Profitability

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

Growth and Margins

Per Share

Cash Flows (TTM)

EPS Surprise History - Last 4 Quarters

Ownership Structure

Ownership Distribution

Shares & Short Interest

Governance Score (1=Best, 10=Worst)

Top Institutional Holders

Top Mutual Funds

Recent Insider Trades

Options Chain

CALLS

PUTS

Sentiment Metrics

Expected move

FactSet Research Systems Inc. (FDS) SEC filings: 10-K, 10-Q and 8-K

Company and Executive Profile

General Information

Key Executives

You have seen the engine room

FactSet Research Systems Inc. (FDS): Quantitative Analysis

Factor scores

Market data

FDS latest SEC filings

Frequently asked questions about FactSet Research Systems (FDS)

When does FactSet Research Systems report earnings?

What is FactSet Research Systems's P/E ratio?

Where does FactSet Research Systems rank on Quant500?

Have FactSet Research Systems insiders bought or sold shares?

Does FactSet Research Systems pay a dividend?

What sector is FactSet Research Systems in, and which index?

What is behind these numbers