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Company Profile

FDS insider trades (13 months) →

Today's multi-factor rank: 311 of 466 · see the ranking

FactSet Research Systems Inc. (FDS): Quantitative Analysis

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 −1.0% against +12.2% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Sep 18, 2026.

FDS ranks 311 of 466 on today's multifactor score, and 48 of the 57 Financial Services companies that score. Its strongest factor is quality (Z 0.43, ranked 89 of 473); its weakest is momentum (Z -0.68, ranked 387 of 497). 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.

FactorZ-ScoreRank
Multifactor-0.168311 of 466 ↑7
Momentum-0.683387 of 497 ↑13
Value-0.251288 of 494 ↓6
Quality0.43289 of 473 =
Growth-0.172259 of 494 ↑1

Market data

MetricValue
Price$283.83
Market Cap10.09B
P/E18.38
Revenue (last 12 months)2.44B
Price / book5.00
Book value per share$56.80
52-week range$185.00 – $320.48
Dividend yield1.66%
Beta0.71
Average volume932,577
Shares outstanding35.57M
Short interest (% of float)14.46% (as of Aug 31, 2026)

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

What are FDS insiders doing? 44 transactions filed with the SEC, of them 3 buys and 3 sells, the last one on May 1, 2026 →

Data as of Sep 18, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

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S&P 500 market gravity