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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$483.52
Volume922.80K
Average Volume (3M)259.49K
Market Cap
$18.60B
Enterprise Value$19.69B
Total Cash (Recent Filing)$492.60M
Total Debt (Recent Filing)$1.57B
Price to Earnings (P/E)35.1
Beta0.77
Next Earnings
Apr 01, 2025EPS Estimate
$4.22Last Dividend Ex-Date
Nov 29, 2024Dividend Yield0.84%
Share Statistics
EPS (TTM)13.95
Shares Outstanding37,988,845
10 Day Avg. Volume622,955
30 Day Avg. Volume259,491
Standard Deviation0.06
R-Squared0.44
Alpha0.00384
Financial Highlights & Ratios
Price to Book (P/B)9.61
Price to Sales (P/S)8.44
Price to Cash Flow (P/CF)28.50
P/FCF Ratio31.20
Enterprise Value/Market CapN/A
Enterprise Value/Revenue8.94
Enterprise Value/Gross Profit16.53
Enterprise Value/Ebitda22.56
Forecast
1Y Price Target
$467.70Price Target Upside-3.27% Downside
Rating ConsensusModerate Sell
Number of Analyst Covering11
Factset Research News
PremiumMarket News
VOO ETF Update, 12/20/2024 
Bulls Say, Bears Say
Bulls Say
Growth PotentialFDS sees a number of growth levers to penetrate its $40B Total Addressable Market (TAM).
Market ExpansionFDS 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.
Technological InnovationInvestment in Gen AI products is expected to reignite growth for FactSet Research Systems.
Bears Say
Financial PerformanceHistorically, FDS has not been able to sustainably generate operating leverage, with margins in the low 30's over the past ~20 years.
Growth OutlookChallenging conditions continue to weigh on FDS as FY25 guidance calls for 4-6% ASV growth, ~130bps of margin contraction, and 4% EPS growth.
Industry CompetitionA large EU contract loss to a competitor in the quarter indicates significant competition and limited price realization.
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Ownership Overview
0.21% Insiders
29.82% Mutual Funds
30.59% Other Institutional Investors
12.87% 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 Apr 01, 2025 which is in 100 days.
How were Factset Research’s earnings last quarter?
Factset Research released its earnings results on Dec 19, 2024. The company reported $4.37 earnings per share for the quarter, beating the consensus estimate of $4.276 by $0.094.
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 $1.039 which represents an annual dividend yield of 0.84%. See more information on Factset Research dividends here
What is Factset Research’s EPS estimate?
Factset Research’s EPS estimate is $4.22.
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 $4.37 in its last earnings report, beating expectations of $4.276. Following the earnings report the stock price went up 3.526%.
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:
$467.70 (-3.27% Downside)
$467.70 (-3.27% Downside)
Blogger Sentiment
Bullish
FDS Sentiment 100%
Sector Average 65%
Sector Average 65%
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 Positive
Last 7 Days ▲ 1.7%
Last 30 Days ▲ 2.8%
Last 30 Days ▲ 2.8%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
7.89%
12-Months-Change
Fundamentals
Return on Equity
29.17%
Trailing 12-Months
Asset Growth
2.29%
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
Q1 2024
0:00 / 0:00
Earnings Call Sentiment|Neutral
FactSet's Q1 2025 earnings call reveals a positive start with solid financial performance and strong client retention. Technological advancements and strategic acquisitions show promising growth potential. However, macroeconomic uncertainties and specific sector pressures present challenges. Despite these, the company is optimistic about future growth, particularly in the second half of the year.Read More>---
FDS Revenue Breakdown
64.45% Americas
25.56% EMEA
9.99% APAC
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FDS Stock 12 Month Forecast
Average Price Target
$467.70
▼(-3.27% Downside)
Technical Analysis
Best Analysts Covering FDS
1 Year
1 Year Success Rate
4/12 ratings generated profit
1 Year Average Return
-5.36%
reiterated a sell rating 2 days ago
Copying Manav Patnaik's trades and holding each position for 1 Year would result in 33.33% of your transactions generating a profit, with an average return of -5.36% per trade.
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