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FactSet Research Systems Inc (FDS)

FactSet Research Systems Inc. is a common stock listed on the NYSE. The company, together with its subsidiaries, provides financial digital platforms and enterprise solutions for the investment community. Its offerings include data products, analytical applications, workstations, portfolio analytics, enterprise data solutions, and managed services that support data, performance, risk, and reporting workflows. FactSet also supplies subscription-based financial data and market intelligence covering securities, companies, industries, and people, helping clients research ideas and manage portfolios across the investment lifecycle. Its delivery channels include desktop and mobile platforms, data feeds, cloud-based solutions, and application programming interfaces. The company serves investment professionals such as institutional asset managers, bankers, wealth managers, asset owners, hedge funds, corporate users, and private equity and venture capital professionals. Founded in 1978, FactSet is headquartered in Norwalk, Connecticut, and operates across the Americas, Europe, the Middle East, Africa, Asia Pacific, and other international markets.


Stock Summary Fair Value Profitability & Growth Quality & Risk Events & Dividends Technical Outlook FAQ

Jump between the core stock analysis sections, valuation data, fair value models, technical outlook, and FAQ.

Data update note: Fair value and stock analysis metrics are updated after regular market sessions when new data becomes available.
Ticker Fair Value Fair Value Upside/Downside Fair Value Rating Analyst Price Target Analyst Target Upside/Downside Analyst Target Rating Overall Financial Health Upcoming Dividend Ex-Date Dividend Payment Date Upcoming Dividend Dividend Yield Next Earnings Date P/E Ratio Price-to-Book Ratio Price-to-Sales Ratio Market Cap Enterprise Value Total Debt / Total Capital Free Float / Shares Outstanding Altman Z-Score Payout Ratio Free Cash Flow / Net Income
NYSE-FDS
$382.24
52.4% Upside
Bargain
$255.06
1.7% Upside
Fair
Good
—
—
4.64
1.8%
September 17, 2026
15.8x
4.4x
3.7x
9.097 B
10.223 B
14.7%
99.6%
10.4
29.0%
125.1%
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Valuation • Fair Value

FactSet Research Systems Inc (NYSE-FDS) Fair Value by Valuation Model

Compare the primary fair value estimate for FactSet Research Systems Inc (NYSE-FDS) with model-based valuation references such as DCF, Ben Graham, DDM, EPV and comparable-company valuation.

Primary Valuation Read

Fair Value

$382.24

Estimated upside of 52.4% versus the current market price.

Fair Value Confidence

Med

Confidence level for the primary fair value estimate.

DCF Fair Value

$397.76

Discounted cash flow valuation reference.

Ben Graham Formula Value

$176.57

Classic Ben Graham valuation formula reference.

DDM Fair Value

$422.48

Dividend discount model valuation reference.

EPV Fair Value

$189.54

Earnings power value estimate.

Comps Fair Value

$385.44

Comparable-company valuation reference.

Analyst Price Target

$255.06

Analysts imply upside of 1.7%.

How to read these valuation models

Use this section to compare the primary fair value estimate for FactSet Research Systems Inc (NYSE-FDS) with several model-based valuation references. Different models can produce different outputs because each method relies on a different set of assumptions, so the primary fair value estimate should be read alongside the model spread rather than in isolation.

Profitability • Growth

Profitability & Growth for FactSet Research Systems Inc (NYSE-FDS)

A compact read on revenue, forward revenue expectations, EBITDA and operating profitability trends.

Revenue

2.438 B

Current operating scale indicator.

Revenue Forecast

2.47 B

Forward revenue estimate.

EBITDA

932.5 M

Current operating profitability reference.

EBITDA Forecast

929.3 M

Forward operating profitability estimate.

How to read profitability and growth

This section helps investors review FactSet Research Systems Inc (NYSE-FDS) from an operating perspective by combining current scale, forward revenue expectations and EBITDA-related profitability measures.

Quality • Risk

Quality & Financial Risk for FactSet Research Systems Inc (NYSE-FDS)

Review financial health, earnings quality and balance-sheet risk through Piotroski, Beneish, Altman and cash conversion metrics.

Financial Health

Good

Positive financial-health read.

Piotroski Score

6

Mid-range quality score.

Beneish M-Score

-2.80

No elevated caution signal from this screen.

Altman Z-Score

10.4

Relatively strong balance-sheet zone.

FCF / Net Income

125.1%

Cash conversion quality indicator.

How to read quality and risk

This section combines quality, balance-sheet and accounting-risk indicators for FactSet Research Systems Inc (NYSE-FDS). Read the metrics together: no single score is a complete investment conclusion, but the combined view can highlight financial strength, earnings quality and areas that may deserve closer review.

Events • Dividends

Upcoming Events & Dividends for FactSet Research Systems Inc (NYSE-FDS)

Track the next earnings date, ex-dividend date, dividend payment date, dividend yield and upcoming distribution details where available.

Next Earnings Date

September 17, 2026

Days to Earnings

58

Dividend Payment Date

Not available

Ex-Dividend Date

Not available

Dividend Yield

1.8%

Income yield reference.

Upcoming Dividend

4.64

Upcoming distribution amount.

Payment Type

Not available

Data is currently unavailable.

Dividend Currency

USD

Currency used for the distribution.

Payout Ratio

29.0%

Dividend payout reference.

How to read events and dividends

This section helps investors track time-sensitive items for FactSet Research Systems Inc (NYSE-FDS), including the next earnings date and dividend-related milestones. These items can matter for short-term volatility, income planning and event-driven positioning.

Stock Forecast • Technical Outlook

FactSet Research Systems Inc (NYSE-FDS) Stock Forecast & Technical Outlook

Review FactSet Research Systems Inc (NYSE-FDS) across multiple technical time frames, alongside analyst recommendation data, to form a faster read on market positioning and near-term sentiment.

Technical Signals by Time Frame

Switch between time frames to review the current technical signal for the stock.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: 15-minute • intraday
Strong Sell

The 15-minute technical read for FactSet Research Systems Inc (NYSE-FDS) is currently Strong Sell. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: 1-hour • short-term
Strong Sell

The 1-hour technical read for FactSet Research Systems Inc (NYSE-FDS) is currently Strong Sell. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: daily • daily
Buy

The daily technical read for FactSet Research Systems Inc (NYSE-FDS) is currently Buy. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: weekly • weekly
Buy

The weekly technical read for FactSet Research Systems Inc (NYSE-FDS) is currently Buy. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: monthly • monthly
Strong Sell

The monthly technical read for FactSet Research Systems Inc (NYSE-FDS) is currently Strong Sell. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Analyst Consensus for FactSet Research Systems Inc (NYSE-FDS)

A consolidated view of buy, hold and sell recommendations based on the currently available analyst data.

Strong Sell Sell Neutral Buy Strong Buy
Consolidated analyst recommendation mix
Hold

Based on the available recommendation mix, FactSet Research Systems Inc (NYSE-FDS) has a Hold consensus, with 2 buy, 10 hold and 4 sell recommendations in the current data set.

Buy 2
Hold 10
Sell 4
FAQ • Fast Investor Answers

FactSet Research Systems Inc (NYSE-FDS) Stock FAQ

Quick answers about FactSet Research Systems Inc (NYSE-FDS) stock, including fair value, valuation rating, analyst price target, dividends, earnings dates, market capitalization, financial health and other key stock analysis metrics.

Fair Value
$382.24
Estimated upside 52.4%
Valuation Rating
Undervalued
Estimated upside of 52.4%
Analyst Target
$255.06
Implied upside 1.7%
Financial Health
Good
Current financial-health read

The current fair value estimate for FactSet Research Systems Inc (NYSE-FDS) is $382.24. This implies an estimated upside of 52.4% versus the current market price.

Based on the current fair value estimate, the stock appears undervalued, with estimated upside of 52.4% versus the current market price.

The available analyst price target for FactSet Research Systems Inc (NYSE-FDS) is $255.06. The analyst target implies estimated upside of 1.7%.

The current financial health read for FactSet Research Systems Inc (NYSE-FDS) is Good. This should be reviewed alongside valuation, profitability, debt and cash-flow quality metrics.

The next earnings date currently listed for FactSet Research Systems Inc (NYSE-FDS) is September 17, 2026.

Based on the current data, dividend yield is 1.8%, upcoming dividend amount is 4.64.

The current P/E ratio listed for FactSet Research Systems Inc (NYSE-FDS) is 15.8x. Use it together with growth, margins and sector comparisons rather than as a standalone valuation signal.

The current market capitalization listed for FactSet Research Systems Inc is 9.097 B.

The current enterprise value listed for FactSet Research Systems Inc is 10.223 B. Enterprise value can provide a broader valuation view than market capitalization alone because it also considers net debt.

The ticker symbol for FactSet Research Systems Inc is NYSE-FDS, and the stock is listed on NYSE.

FactSet Research Systems Inc (NYSE-FDS) is listed on NYSE.

The current debt-to-total-capital ratio listed for FactSet Research Systems Inc is 14.7%, which helps investors evaluate the company’s financing structure and leverage profile.

The free float listed for FactSet Research Systems Inc is 99.6%. Free float helps investors understand how much of the share base is available for public trading.

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