Factset Research Systems Inc (FDS) Stock Price & Analysis
Factset Research Systems Inc (FDS) rose 1.85% to USD 250.09 as of July 3, 2026 at 13:23 UTC, according to Nexqual real-time market data.
FDS last closed at USD 245.55; the session ranged USD 245.81–254.82 on volume of 1,121,467 shares. Market capitalization is $8.89B, with a 52-week range of USD 185–453.41 (NYQ). Source: Nexqual, July 3, 2026 at 13:23 UTC.
Key Statistics (as of July 3, 2026 at 13:23 UTC)
| Price | USD 250.09 |
|---|---|
| Change | ▲ 1.85% (up) |
| Previous Close | USD 245.55 |
| Open | USD 250 |
| Day Range | USD 245.81 – 254.82 |
| 52-Week Range | USD 185 – 453.41 |
| Volume | 1,121,467 shares |
| Market Cap | $8.89B |
| Exchange | NYQ |
Technical Analysis (FDS)
Nexqual's technical model rates FDS "BUY" based on 5 bullish and 1 bearish signals across 124 daily candles, as of July 3, 2026 at 13:23 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 63.99 (neutral) |
| vs SMA50 | Above (USD 231.08) |
| MACD | 0.63 (positive) |
Analyst Ratings (FDS)
Wall Street analysts rate FDS "Hold" based on 16 analysts, with a mean price target of USD 250.69 (range USD 200–380), per Nexqual as of July 3, 2026 at 13:23 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 16 |
| Mean Target | USD 250.69 |
| High Target | USD 380 |
| Low Target | USD 200 |
| Buy / Hold / Sell | 3 / 9 / 6 |
Earnings (FDS)
| Next Earnings Date | 2026-09-17 |
|---|---|
| EPS Estimate | USD 4.33 |
| Revenue Estimate | $628.94M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-05-31 | USD 4.53 vs est 4.45 ▲ beat |
| 2026-02-28 | USD 4.46 vs est 4.38 ▲ beat |
| 2025-11-30 | USD 4.51 vs est 4.36 ▲ beat |
| 2025-08-31 | USD 4.05 vs est 4.13 ▼ miss |
Source: Nexqual, July 3, 2026 at 13:23 UTC.
Financials & Fundamentals (FDS)
| Total Revenue | $2.44B |
|---|---|
| Revenue Growth (YoY) | +6.40% |
| Gross Margin | +51.38% |
| Operating Margin | +30.54% |
| Profit Margin | +23.21% |
| ROE | +27.03% |
| Debt / Equity | 77.28 |
| Current Ratio | 0.68 |
| Total Cash | $304.24M |
| Total Debt | $1.57B |
| Free Cash Flow | $621.16M |
Source: Nexqual, July 3, 2026 at 13:23 UTC.
Financial Health Score (FDS)
Nexqual rates Factset Research Systems Inc's overall financial health "Solid" across five dimensions, as of July 3, 2026 at 13:23 UTC.
| Growth | Solid — Revenue +5% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 51%, operating 31% |
| Balance Sheet | Weak — $304M cash vs $1.57B debt |
| Cash Flow | Strong — FCF $621M, 27% margin |
| Efficiency | Strong — ROE 27%, ROA 11.1% |
Ownership (FDS)
| Insider Ownership | +0.43% |
|---|---|
| Institutional Ownership | +109.47% |
| Shares Outstanding | 35.57M |
| Float | 35.44M |
| Short % of Float | +17.22% |
Source: Nexqual, July 3, 2026 at 13:23 UTC.
Leadership (FDS)
Factset Research Systems Inc is led by Sanoke Viswanathan (age 50), CEO & Director, per Nexqual as of July 3, 2026 at 13:23 UTC.
| CEO & Director | Sanoke Viswanathan (age 50) |
|---|---|
| Executive VP, Chief Revenue Officer and MD of EMEA & Asia Pacific | Goran Skoko (age 64) |
| Chief Financial Officer | Joshua B. Warren (age 45) |
| Chief Technology Officer | Robert Stolte |
Major Backers & Investors (FDS)
Notable institutional backers of Factset Research Systems Inc include BAMCO Inc., BARON SELECT FUNDS-Baron Partners Fund, Invesco, according to Nexqual as of July 3, 2026 at 13:23 UTC.
Active Investors
| Investor | Stake |
|---|---|
| BAMCO Inc. | 10.56% |
| BARON SELECT FUNDS-Baron Partners Fund | 6.97% |
| Invesco | 5.31% |
| LOOMIS SAYLES & CO L P | 4.16% |
| Ninety One UK Ltd | 3.36% |
| Morgan Stanley | 2.95% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 21.57% |
| BlackRock | 9.3% |
| State Street | 5.34% |
| Geode Capital | 3.21% |
Source: Nexqual, July 3, 2026 at 13:23 UTC.
From Factset Research Systems Inc's Latest SEC 10-K Filing (filed 2025-10-22)
Key Strengths & Strategy (as disclosed to the SEC)
- We provide comprehensive solutions to our clients including workstations, mobile solutions, data feeds, APIs, proprietary and third-party data, and productivity tools for Microsoft® Office.
- Wealth Wealth focuses on comprehensive solutions to wealth management clients including our web-based workstation, book-of-business dashboards for advisors, data feeds, APIs, proprietary and third-party data, and productivity tools for Microsoft® Office.
- Sell-side We deliver comprehensive solutions to sell-side clients including workstations, data feeds, web and mobile solutions, APIs, proprietary and third-party content, and productivity tools for Microsoft® Office.
- As part of our hybrid cloud strategy, we operate two fully redundant, physically separated data centers in the U.S. that provide client services, while also using market-leading cloud providers to run products and services to best benefit from the cloud's elasticity, resiliency, security, and regionalization.
Partnerships
- Business Overview FactSet is a global financial digital platform and enterprise solutions provider with open and flexible technologies that deliver financial intelligence to investment professionals worldwide.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| JKHY | Jack Henry & Associates, Inc. | USD 146.87 | ▲ 6.63% |
| BRO | Brown & Brown, Inc. | USD 70 | ▲ 9.12% |
| IT | Gartner, Inc. | USD 136.32 | ▲ 5.17% |
| MSCI | MSCI Inc. | USD 603.11 | ▲ 7.69% |
| MKTX | MarketAxess Holdings, Inc. | USD 116.53 | ▲ 2.68% |
Data source: Nexqual — real-time market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: July 3, 2026 at 13:23 UTC. This page is informational and not investment advice.