FACTSET RESEARCH SYSTEMS INC
FDSNYSE · SIC 7370
$258.09
↓ -1.7%Jul 17 close · end-of-day
Price
1Y↓ -39.8%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$9.3B
Enterprise Value
$10.4B
P/E
17.0
P/S
3.8
P/B
4.6
EV/EBITDA
11.6
PEG
1.1
FCF Yield
—
Dividend Yield
1.7%
Revenue (TTM)
$2.4B
Net Income (TTM)
$566.0M
Free Cash Flow (TTM)
—
Gross Margin
—
Operating Margin
29.5%
Net Margin
23.2%
ROE
27.9%
ROIC
18.8%
Debt / Equity
0.7
Net Cash
-$1.1B
Return 1Y
-39.9%
Company profile
FactSet Research Systems Inc. provides integrated financial information and analytical applications to the investment community. 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.
- CEO
- Frederick P. Snow
- Sector
- Services
- Industry
- Computer Software
- Employees
- 11,200
- Headquarters
- Connecticut
- Website
- factset.com
Management & directors
- Warren JoshuaEVP, Chief Financial Officer
- Moskoff Gregory TMD,Controller and CAO
- Mcloughlin ChristopherChief Legal Officer
- Skoko GoranEVP, Chief Revenue Officer
- Costigan JohnChief Data Officer
- Ellis Christopher REVP, Initiatives & P'ships
- Karnovsky Kristina WEVP, Dealmakers & Wealth
- Robie Robert J.EVP, Institutional Buyside
- Shan Helen L.EVP, Chief Financial Officer
- Stepp Katherine MChief Technology Officer (CTO)
- Viswanathan SanokeChief Executive Officer
- Harding CatrinaChief People Officer
Roles derived from SEC Form 4 filings.
Earnings
Next earnings · estimated2026-09-30
FDS Q3 2026 Earnings
Period ends 2026-05-31
MetricActualYoY
Revenue$622.9M↑ +6.4%
Diluted EPS$3.50↓ -9.6%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $1.5B | $1.6B | $1.8B | $2.1B | $2.2B | $2.3B |
| Gross profit | — | — | — | — | — | — |
| Operating income | $439.7M | $474.0M | $475.5M | $629.2M | $701.3M | $748.3M |
| Net income | $372.9M | $399.6M | $396.9M | $468.2M | $537.1M | $597.0M |
| Diluted EPS | $9.65 | $10.36 | $10.25 | $12.04 | $13.91 | $15.55 |
| Operating cash flow | $505.8M | $555.2M | $538.3M | $645.6M | $700.3M | $726.3M |
| Free cash flow | $428.2M | $493.9M | $487.1M | $584.8M | — | — |
| Gross margin | — | — | — | — | — | — |
| Operating margin | 29.4% | 29.8% | 25.8% | 30.2% | 31.8% | 32.2% |
| Net margin | 25.0% | 25.1% | 21.5% | 22.4% | 24.4% | 25.7% |
| Line item | Q4 '24 | Q1 '24 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '25 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $562.2M | $568.7M | $570.7M | $585.5M | $596.9M | $607.6M | $611.0M | $622.9M |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | $127.9M | $191.3M | $185.5M | $194.2M | $177.3M | $192.1M | $185.0M | $166.3M |
| Net income | $89.5M | $150.0M | $144.9M | $148.5M | $153.6M | $152.6M | $133.1M | $126.7M |
| Diluted EPS | $2.33 | $3.89 | $3.76 | $3.87 | $4.03 | $4.06 | $3.59 | $3.50 |
| Operating cash flow | $163.2M | $86.4M | $174.0M | $253.8M | $212.1M | $121.3M | $211.7M | $284.5M |
| Free cash flow | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — |
| Operating margin | 22.7% | 33.6% | 32.5% | 33.2% | 29.7% | 31.6% | 30.3% | 26.7% |
| Net margin | 15.9% | 26.4% | 25.4% | 25.4% | 25.7% | 25.1% | 21.8% | 20.3% |
Company news
Jul 20, 2026
Jul 17, 2026
Jul 15, 2026
- 5d agoMorgan Stanley Posts Blowout Quarter Thanks to Blockbuster IPOs, Newly Minted Millionairesfinance.yahoo.com
- 5d agoMorgan Stanley Earnings Blow Past Wall Street Estimatesfinance.yahoo.com
- 5d agoUpdate: ASML Lifts 2026 Sales Outlook Amid Higher Q2 Earnings, Revenue; Shares Jump Premarketfinance.yahoo.com
- 5d agoFactSet Research Systems (FDS) Faces A Valuation Test As Q3 Earnings Reaffirm The Outlookfinance.yahoo.com
Jul 14, 2026
- 6d agoMorgan Stanley Earnings Will Spotlight Growing Assets, Investment Banking Pipelinefinance.yahoo.com
- 6d agoCitigroup Second-Quarter Results Top Estimates Amid Double-Digit Revenue Growth Across Most Segmentsfinance.yahoo.com
- 6d agoJPMorgan Second-Quarter Results Top Views as Trading, Investment Banking Drive Growthfinance.yahoo.com
- 6d agoBank of America Beats Second-Quarter Views Amid Investment Banking, Trading Gainsfinance.yahoo.com
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-05-01 | Warren Joshua· EVP, Chief Financial Officer | Award | 2,272 | $0.00 | $0.00 | filing |
| 2026-02-03 | Moskoff Gregory T· MD,Controller and CAO | Tax withholding | 3 | $222.62 | $667.86 | filing |
| 2026-02-01 | Moskoff Gregory T· MD,Controller and CAO | Tax withholding | 4 | $254.36 | $1,017.44 | filing |
| 2026-01-15 | Wiesel Shlomo Elisha | Award | 571 | $0.00 | $0.00 | filing |
| 2026-01-15 | Choy Siew Kai | Award | 439 | $0.00 | $0.00 | filing |
| 2026-01-15 | Tejada Maria Teresa | Award | 439 | $0.00 | $0.00 | filing |
| 2026-01-15 | Eilam Barak | Award | 439 | $0.00 | $0.00 | filing |
| 2026-01-15 | SIEGEL LAURIE | Award | 626 | $0.00 | $0.00 | filing |
| 2026-01-15 | Frank Malcolm | Award | 713 | $0.00 | $0.00 | filing |
| 2026-01-15 | ABRAMS ROBIN ANN | Award | 604 | $0.00 | $0.00 | filing |
| 2026-01-15 | HYLTON LAURIE G | Award | 439 | $0.00 | $0.00 | filing |
| 2026-01-15 | Shavel Lee | Award | 571 | $0.00 | $0.00 | filing |
| 2026-01-12 | Frank Malcolm | Option exercise | 2,572 | $207.88 | $534,667.36 | filing |
| 2026-01-12 | Frank Malcolm | Sale | 1,527 | $296.17 | $452,251.59 | filing |
| 2026-01-12 | Frank Malcolm | Sale | 1,045 | $295.02 | $308,295.90 | filing |
| 2026-01-08 | SIEGEL LAURIE | Sale | 1,984 | $296.12 | $587,502.08 | filing |
| 2026-01-08 | SIEGEL LAURIE | Option exercise | 2,572 | $207.88 | $534,667.36 | filing |
| 2026-01-08 | SIEGEL LAURIE | Sale | 588 | $296.67 | $174,441.96 | filing |
| 2026-01-07 | ABRAMS ROBIN ANN | Option exercise | 2,572 | $207.88 | $534,667.36 | filing |
| 2025-12-02 | McLoughlin Christopher· Chief Legal Officer | Tax withholding | 731 | $278.28 | $203,422.68 | filing |
| 2025-11-06 | Skoko Goran· EVP, Chief Revenue Officer | Buy | 500 | $252.93 | $126,465.00 | filing |
| 2025-11-03 | Skoko Goran· EVP, Chief Revenue Officer | Award | 3,915 | $0.00 | $0.00 | filing |
| 2025-11-03 | Costigan John· Chief Data Officer | Award | 3,915 | $0.00 | $0.00 | filing |
| 2025-11-01 | Shan Helen L.· EVP, Chief Financial Officer | Tax withholding | 558 | $266.80 | $148,874.40 | filing |
| 2025-11-01 | Skoko Goran· EVP, Chief Revenue Officer | Tax withholding | 289 | $266.80 | $77,105.20 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.