Why FactSet Research Systems Inc.’s (FDS) Stock Is Up 5.72%
As of Thursday, October 22, FactSet Research Systems Inc.’s FDS share price has surged by 5.72%, which has investors questioning if this is right time to sell.Cynthia McLaughlin
Stock Evaluator: FactSet Research Systems Inc. (FDS)
FactSet Research Systems Inc. FDS
$326.56
-13.92
-4.09%
November 6, 2026 11:30:27 AM
EST
Volume: 127,706
After Hours: $120.37
0.15
|
0.12%
November 10, 2021 7:59 PM
EST
Volume: 72,713
USD
NYSE | DELAYED PRICE
| SECTOR | INDUSTRY |
| Financials | Capital Markets |
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COMPANY SUMMARY
FactSet Research Systems Inc., together with its subsidiaries, operates as a global data and artificial intelligence solutions provider for the financial markets in the Americas, Europe, the Middle East, Africa, and Asia Pacific. 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, and AI-enabled workflows. The company also provides financial data and market intelligence on securities, companies, industries, and people that enable clients to research advisory, dealmaking and 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 banking solutions that supports company and market research; wealth solutions which supports home office, advisory, and client engagement workflows; and data and technology offerings, including desktop and mobile platform, data solutions, cloud-based digital solutions, application programming interfaces, and model context protocol servers. The company serves professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, private equity and venture capital professionals. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
Commentary & Analysis
What You Need to Know About FactSet Research Systems Inc.'s Q1 Earnings
FactSet Research Systems Inc.'s fiscal Q1 earnings report was released on Wednesday, September 30. Let's dive in to see if (FDS) missed or beat analyst's expectations.Michael Rose
Why FactSet Research Systems Inc.’s (FDS) Stock Is Up 7.67%
As of Monday, September 14, FactSet Research Systems Inc.’s FDS share price has surged by 7.67%, which has investors questioning if this is right time to sell.Jenna Brashear
Which Is a Better Investment, FactSet Research Systems Inc. or Miami International Holdings, Inc. Stock?
Learn more about whether FactSet Research Systems Inc. or Miami International Holdings, Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Jenna Brashear
Which Is a Better Investment, The Bank of New York Mellon Corporation or FactSet Research Systems Inc. Stock?
Learn more about whether The Bank of New York Mellon Corporation or FactSet Research Systems Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Jenna Brashear
Financial Summary
| Share Statistics | FDS | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $12,003.0 | $2,595.6 | 80% |
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| Shares Out (Mil) | 35.6 | 82.0 | 40% |
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| Institutional Ownership | 99.8% | 76.3% | 94% |
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| Float (Mil) | 35.1 | 75.4 | 39% |
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| Beta | 0.77 | 0.95 | 45% |
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| Avg Daily Volume (000s) | 866 | 498 | 66% |
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| Price Change (52-week) |
28.7% | 73.0% | 75% |
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| Growth | FDS | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 9.2% | 8.2% | 55% |
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| Net Income (5yr) | 6.0% | 6.7% | 49% |
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| EPS (5yr) | 7.1% | 8.7% | 42 |
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| Dividends (5yr) | 7.3% | 1.1% | 97% |
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| Cash Flow (5yr) | (26.3%) | 0.0% | 24% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 16 | 18 | 17 | |
| Current EPS | $4.999 | $19.631 | $21.732 | |
| Month Ago EPS | $4.999 | $19.626 | $21.720 | |
| # Rev Up | 2 | 1 | 1 | |
| # Rev Down | 0 | 1 | 1 | |
| Three Months Ago EPS | $4.936 | $19.701 | $21.922 | |
| Year/Year Chg | 47.0% | 34.7% | 67.5% | |
| Financials | FDS | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $2,476 | $873 | 63% |
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| Net Income (TTM) (Mil) | $534 | $87 | 79% |
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| EPS (TTM) | $14.629 | $0.900 | 96% |
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| Operating Cash Flow (TTM) (Mil) | $822 | $54 | 78% |
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| Net Cash Flow (TTM) (Mil) | ($112) | $14 | 14% |
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| Long-Term Debt (Q1) (Mil) | $1,009 | $176 | 66% |
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| Enterprise Value (Q1) (Mil) | $13,104 | $1,553 | 78% |
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| Valuation | FDS | Industry Median |
Percentile (All Stocks) |
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| P/B | 6.00 | 2.49 | 85% |
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| P/E | 23.4 | 19.2 | 61% |
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| Dividend Yield | 1.4% | 0.8% | 71% |
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| PEG (5yr hist) | 3.3 | 1.3 | 82% |
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| Ratios | FDS | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 50.6% | 72.4% | 63% |
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| Net Margin | 21.5% | 14.8% | 80% |
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| ROA | 12.6% | 1.4% | 90% |
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| ROE | 25.5% | 12.8% | 84% |
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| Liabilities to Assets | 51.6% | 59.1% | 44% |
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| F-Score | 6 | 5 | 67% |
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Passing Stock Screens
As of 11/5/2026, from a list of 60 stock screening strategies,