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Factset Research (FDS)
NYSE:FDS
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FDS Stock Chart & Stats
Day’s Range$0 - $0
52-Week Range$391.84 - $499.87
Previous Close$487.62
Volume148.64K
Average Volume (3M)276.68K
Market Cap
$18.52B
Enterprise Value$19.61B
Total Cash (Recent Filing)$492.60M
Total Debt (Recent Filing)$1.57B
Price to Earnings (P/E)35.1
Beta0.85
Next Earnings
Dec 19, 2024EPS Estimate
$4.25Next Dividend Ex-Date
Nov 29, 2024Dividend Yield0.83%
Share Statistics
EPS (TTM)13.91
Shares Outstanding37,988,845
10 Day Avg. Volume287,970
30 Day Avg. Volume276,675
Standard Deviation0.06
R-Squared0.43
Alpha0.00332
Financial Highlights & Ratios
Price to Book (P/B)9.43
Price to Sales (P/S)8.30
Price to Cash Flow (P/CF)28.00
P/FCF Ratio30.70
Enterprise Value/Market CapN/A
Enterprise Value/Revenue8.90
Enterprise Value/Gross Profit16.46
Enterprise Value/Ebitda22.47
Forecast
1Y Price Target
$455.17Price Target Upside-6.65% Downside
Rating ConsensusModerate Sell
Number of Analyst Covering14
Factset Research News
Bulls Say, Bears Say
Bulls Say
Market ExpansionFDS sees a number of growth levers to penetrate its $40B Total Addressable Market.
Product InnovationFDS showcased numerous GenAI-enabled products across firm types that are expected to fuel growth going forward.
Strategic AchievementsFDS highlighted several achievements in 4Q, including a notable competitive displacement, its first enterprise deal in the middle office for performance and managed services, and the sale of conversational API to a leading private wealth client, which FDS views as repeatable.
Bears Say
Competitive PressuresA large EU contract loss to a competitor in the quarter indicates significant competition and limited price realization.
Monetization ChallengesMonetization path for the new Gen AI product is still uncertain.
Operating MarginsHistorically, FDS has not been able to sustainably generate operating leverage, with margins in the low 30's over the past ~20 years.
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Ownership Overview
0.20% Insiders
30.36% Mutual Funds
30.56% Other Institutional Investors
12.33% Public Companies and Individual Investors
Risk Analysis
Main Risk Category
Finance & CorporateFinancial and accounting risks. Risks related to the execution of corporate activity and strategy
Website Traffic
Sorry, No Data AvailableThere is no website visitor data available for this stock.
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FDS FAQ
What was Factset Research’s price range in the past 12 months?
Factset Research lowest stock price was $391.84 and its highest was $499.87 in the past 12 months.
What is Factset Research’s market cap?
Currently, no data Available
When is Factset Research’s upcoming earnings report date?
Factset Research’s upcoming earnings report date is Dec 19, 2024 which is in 25 days.
How were Factset Research’s earnings last quarter?
Factset Research released its earnings results on Sep 19, 2024. The company reported $3.74 earnings per share for the quarter, beating the consensus estimate of $3.618 by $0.122.
Is Factset Research overvalued?
According to Wall Street analysts Factset Research’s price is currently Overvalued.
Does Factset Research pay dividends?
Factset Research pays a Quarterly dividend of $1.04 which represents an annual dividend yield of 0.83%. See more information on Factset Research dividends here
What is Factset Research’s EPS estimate?
Factset Research’s EPS estimate is $4.25.
How many shares outstanding does Factset Research have?
Factset Research has 37,988,846 shares outstanding.
What happened to Factset Research’s price movement after its last earnings report?
Factset Research reported an EPS of $3.74 in its last earnings report, beating expectations of $3.618. Following the earnings report the stock price went up 5.074%.
Which hedge fund is a major shareholder of Factset Research?
Among the largest hedge funds holding Factset Research’s share is Saybrook Capital /Nc. It holds Factset Research’s shares valued at 22M.
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Factset Research Stock Smart Score
Unlock Smart Score
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Analyst Consensus
Moderate Sell
Average Price Target:
$455.17 (-6.65% Downside)
$455.17 (-6.65% Downside)
Blogger Sentiment
Bullish
FDS Sentiment 100%
Sector Average 64%
Sector Average 64%
Hedge Fund Trend
Increased
By 3.1K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $13.7M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 2.2%
Last 30 Days ▼ 0.8%
Last 30 Days ▼ 0.8%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
7.52%
12-Months-Change
Fundamentals
Return on Equity
30.41%
Trailing 12-Months
Asset Growth
2.32%
Trailing 12-Months
Company Description
Factset Research
FactSet Research Systems, Inc. provides integrated financial information, analytical applications and industry services for the investment and corporate communities. The company operates its business through the following segments: Research, Analytics & Trading, Wealth, and Content & Technology Solutions. The Research Solutions segment focuses on company analysis, idea generation, and research management. The tools within Research provide solutions to analyze public and private companies, generate ideas and discover opportunities with its proprietary data. It also allows users to monitor the global markets, to gain industry and market insights, and to collaborate on and share information across teams. The Analytics & Trading Solutions Analytics segment addresses processes around portfolio analytics, risk management and performance measurement and attribution. It also focuses on client reporting, portfolio construction, trade execution and order management. The Wealth Solutions segment is specific to the wealth management industry and creates offerings that enable wealth professionals across an entire enterprise, including home office, advisory, and client engagement. The Content & Technology Solutions segment focuses on delivering value to its clients in the way they want to consume it. Its goal is to reduce the number of customizations by standardizing and bundling its proprietary data into data feeds. FactSet Research Systems was founded by Howard E. Wille and Charles J. Snyder in September 1978 and is headquartered in Norwalk, CT.
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FDS Company Deck
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FDS Earnings Call
Q4 2024
0:00 / 0:00
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FDS Revenue Breakdown
64.04% Americas
25.89% EMEA
10.08% APAC
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FDS Stock 12 Month Forecast
Average Price Target
$455.17
▼(-6.65% Downside)
Technical Analysis
Best Analysts Covering FDS
1 Year
1 Year Success Rate
5/12 ratings generated profit
1 Year Average Return
-4.45%
reiterated a sell rating 9 days ago
Copying Manav Patnaik's trades and holding each position for 1 Year would result in 41.67% of your transactions generating a profit, with an average return of -4.45% per trade.
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