FDS — FACTSET RESEARCH SYSTEMS INC

NYSE · Information Technology · IT Services · CIK 1013237 ·
Last close
$235.86
Market Cap
$8.59B
52W High
$272.40
52W Low
$190.30
ADV30
926,096
Next earnings
2026-07-01
FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. It offers data, products, and analytical applications; and workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. The company also provides subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research investment ideas, as well as analyze, monitor, and manage portfolios; and solutions covering investment lifecycle of investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, and reporting. In addition, it offers services through configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It operates in Europe, the Middle East, Africa, the Americas, the Asia Pacific, and internationally. The company serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Feb 2026 611,019,000 314,277,000 184,961,000 133,056,000 4,219,830,000 268,338,000 2,090,718,000
Nov 2025 607,621,000 319,705,000 192,071,000 152,580,000 4,220,784,000 275,448,000 2,052,900,000
Aug 2025 596,901,000 308,231,000 177,321,000 153,616,000 4,304,272,000 337,651,000 2,117,859,000
May 2025 585,520,000 304,791,000 194,155,000 148,542,000 4,338,762,000 356,361,000 2,183,580,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$798,905,000
Investing CF
$-76,547,000
Financing CF
$-748,935,000
CapEx
$-116,040,000
Dividends Paid
$-163,535,000
Buybacks
$-490,245,000
EPS Diluted TTM
$15.55
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$2,527,769,000
Inventory
Receivables
$320,233,000
ST Investments
$16,929,000
EBIT TTM
$774,578,000
Pretax Income TTM
$720,123,000
Interest Exp TTM
$54,455,000
Analysts
16

Yahoo Snapshot (yfinance, live)

Total Revenue
$2,401,061,120
EBITDA
$910,152,000
Free Cash Flow
$590,249,344
Enterprise Value
$9,861,036,032
Total Cash
$285,267,008
Total Debt
$1,553,656,960
Shares Out
36,431,127
Trailing EPS
$15.53
Book Value
$58.11
ROE
28.1%
ROA
10.9%
Div Yield
1.97%

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Aug 2025 2,321,748,000 748,303,000 597,040,000 4,304,272,000 2,117,859,000 726,260,000
Aug 2024 2,203,056,000 701,299,000 537,126,000 4,055,040,000 2,142,580,000 700,338,000
Aug 2023 2,085,508,000 629,207,000 468,173,000 3,962,922,000 2,342,992,000 645,573,000
Aug 2022 1,843,892,000 539,754,000 396,917,000 4,014,305,000 2,682,897,000 538,277,000

TTM Snapshot

Revenues TTM
$1,970,828,000
NetIncome TTM
$468,387,000
OpCashFlow TTM
$0
Assets (Latest)
$4,055,040,000
Forward EPS
$19.39

Max Pain — expiry 2026-06-18

max pain strike: $230.00 · spot: $239.67 · call oi: 3,671 · put oi: 4,098
Expected Move to 2026-06-18: ±$8.65 (3.61%) — implied range $231.02$248.32 · ATM straddle on $240.00 strike

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News headlines (Yahoo Finance, 1h cache)

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2026-06-16 11:11 · Yahoo
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2026-06-15 20:33 · Yahoo
FactSet (FDS) Stock Valuation After Steady Guidance And Recurring Revenue Strength
2026-06-14 01:08 · Yahoo
‘This is not a flash in the pan’: Why value stocks are beating growth by such a wide margin
2026-06-12 22:50 · Yahoo
Unpacking Q1 Earnings: FactSet (NYSE:FDS) In The Context Of Other Financial Exchanges & Data Stocks
2026-06-12 19:49 · Yahoo
Is FactSet Research Systems Inc. (FDS) A Good Stock To Buy Now?
2026-06-12 16:36 · Yahoo
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Recent Insider Activity

No insider activity indexed for this ticker.