FactSet Research Systems Inc.
FDS Financial Services Financial - Data & Stock Exchanges NYSE
$284.28
$-2.40 (-0.84%)
Open: $288.44 | High: $288.44 | Low: $284.21 | Prev Close: $286.68
Market Cap: $10.64B
Volume: 96K | Avg: 780K
Last updated: January 26, 2026 at 06:02 PMFeatured In
This stock appears in the following dashboards:
Options Activity for FDS
Options Screener Data
| Type | Strike | Expiration | Premium | Premium Yield | Call Vol | Put Vol | P/C Ratio | Rating |
|---|---|---|---|---|---|---|---|---|
| N/A | $N/A | N/A | $N/A | N/A% | N/A | N/A | N/A | N/A/10 |
Puts/Calls Activity
| Type | Strike | Expiration | Premium | Volume | ROI % | Breakeven | Delta |
|---|---|---|---|---|---|---|---|
| N/A | $N/A | N/A | $N/A | N/A | N/A% | $N/A | N/A |
Investment Rating
Neutral
Overall Score: 60/100
Rating Breakdown:
Stock Score Analysis
Stock Score: 555
Comprehensive Quality Assessment
Component Breakdown:
Valuation Metrics
| P/E Ratio | 18.10 |
| P/B Ratio | 4.91 |
| P/S Ratio | 4.51 |
| EPS | $15.71 |
| Beta | 0.74 |
| Shares Outstanding | 37.42M |
| 52-Week High | $477.92 |
| 52-Week Low | $250.50 |
| SMA 50 | $284.82 |
| SMA 200 | $358.76 |
| Dividend Yield | 1.53% |
| Annual Dividend | $4.34 |
| Next Earnings | March 19, 2026 01:30 PM ET |
Financial Ratios
| Gross Margin | 52.3% |
| Operating Margin | 31.7% |
| Net Margin | 25.4% |
| ROE | 28.0% |
| ROA | 14.2% |
| Debt/Equity | 0.72 |
| Current Ratio | 1.54 |
| Quick Ratio | 1.54 |
Balance Sheet
| Total Assets | $4.30B |
| Total Liabilities | $2.12B |
| Total Equity | $2.19B |
|
|
|
| Cash | $337.65M |
| Total Debt | $1.56B |
| Net Debt | $1.22B |
Income Statement
| Revenue | $2.32B |
| Gross Profit | $1.22B |
| Operating Income | $748.30M |
| Net Income | $597.04M |
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|
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| EBITDA | $965.96M |
| Revenue/Share | $63.11 |
Cash Flow
| Operating CF | $726.26M |
| CapEx | $108.81M |
| Free Cash Flow | $617.45M |
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|
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| Book Value/Share | $57.95 |
| Tangible Book/Share | $-27.04 |
| Equity/Share | $57.95 |
Technical Indicators
| RSI (14) | 50.00 Neutral |
| MACD |
0.00
Signal: 0.00
|
| Volatility | 0.00% |
| Trading Signal | Neutral |
Performance & Returns
Insufficient historical data
Insufficient historical data (need 200+ days, have 0)Sector Comparison (Financial Services)
| Metric | FDS | Sector Avg | Percentile |
|---|---|---|---|
| P/E Ratio | 18.1 | 53.68 | 35% |
| P/B Ratio | 4.91 | 2.04 | 90% |
| ROE (%) | 28.00% | 12.29% | 90% |
| Net Margin (%) | 25.40% | 18.27% | 86% |
| Stock Score | 555 | 391.0 | 90% |
Technical Analysis
| Ticker | Close | SMA 5 | SMA 8 | SMA 13 | SMA 50 | SMA 200 | RSI (14) | MACD | Volatility (%) | Volume | Signal | SMA Decision |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FDS | $284.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | 50.00 | 0.00 | 0.00% | 0 | Neutral | Mixed |
Candlestick Patterns
There wasn't any recognizable pattern for the FDS stock
News Sentiment
| 📊 Ticker | 📰 Headline | 💭 Sentiment | 📡 Source | 🔗 URL |
|---|---|---|---|---|
| FDS | Barclays and FactSet enter a multiyear strategic agreement | Neutral | globenewswire.com | Read More |
| FDS | FactSet Research Systems Inc. $FDS Shares Sold by Campbell & CO Investment Adviser LLC | Neutral | defenseworld.net | Read More |
| FDS | Malcolm Frank Sells 2,572 Shares of FactSet Research Systems (NYSE:FDS) Stock | Neutral | defenseworld.net | Read More |
| FDS | FactSet Research Systems: Stock Is Cheap Considering The Growth Acceleration Potential | Positive | seekingalpha.com | Read More |
| FDS | K1 Exits TechnoMile, a Category-Leading Platform for Government Contractors | Neutral | prnewswire.com | Read More |
Recent Insider Trading
| Date | Insider | Position | Transaction | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-01-15 | HYLTON LAURIE G | director | BUY | 1074 | $289.68 | $311116 |
| 2026-01-15 | Shavel Lee | director | BUY | 1396 | $289.68 | $404393 |
| 2026-01-15 | Wiesel Shlomo Elisha | director | BUY | 1396 | $289.68 | $404393 |
| 2026-01-15 | Choy Siew Kai | director | BUY | 1074 | $289.68 | $311116 |
| 2026-01-15 | Tejada Maria Teresa | director | BUY | 1074 | $289.68 | $311116 |
| 2026-01-15 | Eilam Barak | director | BUY | 1074 | $289.68 | $311116 |
| 2026-01-15 | ABRAMS ROBIN ANN | director | BUY | 1477 | $289.68 | $427857 |
| 2026-01-15 | SIEGEL LAURIE | director | BUY | 1531 | $289.68 | $443500 |
| 2026-01-15 | Frank Malcolm | director | BUY | 1743 | $289.68 | $504912 |
| 2026-01-12 | Frank Malcolm | director | BUY | 2572 | $207.88 | $534667 |
Company Information
FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
| CEO | Sanoke Viswanathan |
| Employees | 12598 |
| Country | US |
| IPO Date | 1996-06-28 |
| Exchange | NYSE |
| Website | https://www.factset.com |
| Sector | Financial Services |
| Industry | Financial - Data & Stock Exchanges |
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Rating Metrics Explained
DCF Score (Discounted Cash Flow)
Measures the intrinsic value of the stock based on projected future cash flows. A higher score indicates the stock is undervalued relative to its DCF valuation.
ROE Score (Return on Equity)
Evaluates how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better profitability and management effectiveness.
ROA Score (Return on Assets)
Measures how efficiently a company uses its assets to generate profit. A higher ROA means better asset utilization and operational efficiency.
D/E Score (Debt-to-Equity)
Assesses the company's financial leverage and risk. Lower debt-to-equity ratios indicate less financial risk and better balance sheet health.
P/E Score (Price-to-Earnings)
Compares stock price to earnings per share. A lower P/E ratio may indicate the stock is undervalued, while a higher ratio could suggest overvaluation or growth expectations.
P/B Score (Price-to-Book)
Compares market price to book value per share. Lower P/B ratios may indicate undervaluation relative to the company's net asset value.
Rating Recommendations:
Each metric is scored on a scale of 1-5, where the scores are determined by comparing the company's performance against industry benchmarks and historical data:
-
Strong Buy (5/5): Excellent score - strong positive indicator
- The metric significantly outperforms industry averages (top 20% of companies)
- Indicates exceptional financial health or attractive valuation in that category
-
Buy (4/5): Good score - positive indicator
- Above-average performance (top 40% of companies)
- Shows strong fundamentals with room for improvement
-
Neutral (3/5): Average score - neutral indicator
- Performance in line with industry median (middle 20%)
- Neither significantly positive nor negative signal
-
Sell (2/5): Below average - negative indicator
- Below-average performance (bottom 40% of companies)
- Suggests weakness in this particular metric
-
Strong Sell (1/5): Poor score - strong negative indicator
- Significantly underperforms industry (bottom 20%)
- Indicates potential risk or overvaluation in that category