FactSet Research Systems Inc.(FDS)Earnings, Financials & Key RatiosFactSet Research Systems Inc. (FDS) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q2
while the forward P/E of 13.11 suggests a reasonable valuation, the persistent volatility in operating cash flow and the decline in operating margins to 30.3% in 2026Q2 necessitate a wait-and-see approach.
FactSet Research Systems Inc. (FDS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
FactSet Research Systems Inc. (FDS) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q3 2026Latest | Jul 1, 2026 | $4.53vs $4.44+2.0% | $623Mvs $618M+0.8% |
| Q2 2026 | Mar 31, 2026 | $4.46vs $4.38+1.8% | $611Mvs $605M+1.0% |
| Q4 2025 | Dec 18, 2025 | $4.51vs $4.36+3.4% | $608Mvs $601M+1.1% |
| Q4 2025 | Sep 18, 2025 | $4.05vs $4.13-1.9% | $597Mvs $593M+0.7% |
Recent stock market news and headlines for FactSet Research Systems Inc. (FDS)
FactSet has experienced a significant share price decline, nearly halving over the past year. I see FDS as a potential dislocation opportunity, with its valuation potentially diverging from intrinsic value amid sector bifurcation. FDS operates a subscription-based financial data platform serving over 9,000 clients and 240,000 investment professionals.
FDS's Q3 results are expected to show 5.4% revenue growth, with gains across regions and EPS rising on prudent expense management.
Besides Wall Street's top-and-bottom-line estimates for FactSet (FDS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended May 2026.
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Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Key metrics vs top competitors for FactSet Research Systems Inc. (FDS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $258.30 | $9.19B | 16.61 | 5.39% | 25.72% | 29.13% | 1.61% | |
| $608.09 | $44.27B | 39.08 | 9.74% | 40.74% | — | — | |
| $136.45 | $77.16B | 23.65 | 7.46% | 29.98% | 13.54% | — | |
| $443.46 | $131.26B | 30.25 | 7.94% | 30.37% | 12.92% | — | |
| $500.49 | $88.74B | 36.61 | 8.89% | 31.69% | 64.11% | — | |
| $90.76 | $39.62B | 26.69 | 3% | 19.93% | 12.68% | — |
FactSet Research Systems Inc. (FDS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
FactSet Research Systems Inc. (FDS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 1, 2026·SEC
Apr 8, 2026·SEC
Mar 31, 2026·SEC
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FactSet Research Systems Inc. (FDS) stock FAQ — growth, dividends, profitability & financials explained
FactSet Research Systems Inc. (FDS) grew revenue by 5.4% over the past year. This is steady growth.
Yes, FactSet Research Systems Inc. (FDS) is profitable, generating $566.0M in net income for fiscal year 2025 (25.7% net margin).
Yes, FactSet Research Systems Inc. (FDS) pays a dividend with a yield of 1.61%. This makes it attractive for income-focused investors.
FactSet Research Systems Inc. (FDS) has a return on equity (ROE) of 29.1%. This is excellent, indicating efficient use of shareholder capital.
FactSet Research Systems Inc. (FDS) has a net interest margin (NIM) of -1.2%. NIM has been under pressure due to interest rate environment.
FactSet Research Systems Inc. (FDS) has an efficiency ratio of 20.5%. This is excellent, indicating strong cost control.
