FDS logo

FactSet Research Systems (FDS) Company Overview

Profile

Full Name:

FactSet Research Systems Inc.

Sector:

Financial Services

Industry:

Financial Data & Stock Exchanges

Country:

United States

IPO:

June 28, 1996

Indexes:

S&P 500

Website:

http://www.factset.com

Description:

FactSet Research Systems, Inc. provides integrated financial information and analytical applications for the global investment community. The company operates in the following segments: research solutions, portfolio and trading solutions, analytics solutions, wealth solutions, and content and technology solutions. FactSet Research Systems was founded in 1978 and is headquartered in Norwalk, Connecticut.

Key Details

Price

$440.73

Market Cap

$16.76 B(Large cap)

Last Dividend

$1.04

TTM Dividend Yield

0.94%

Annual Revenue

$2.20 B(+5.64% YoY)

Annual EPS

$13.91(+15.53% YoY)

PE Ratio

31.59

Annual ROE

30.41%

Annual Debt To Equity

0.71

Beta

0.57

Events Calendar

Earnings

Next earnings date:

Mar 20, 2025

Recent quarterly earnings:

Dec 19, 2024

Recent annual earnings:

Sep 19, 2024
Dividend

Next ex-dividend date:

N/A

Recent ex-dividend date:

Feb 28, 2025
Splits

Next split:

N/A

Recent split:

Feb 7, 2005

Analyst ratings

Recent major analysts updates

Mar 7, 25 Wells Fargo
Equal-Weight
Feb 11, 25 Wells Fargo
Equal-Weight
Dec 23, 24 BMO Capital
Market Perform
Dec 20, 24 Stifel
Hold
Dec 20, 24 RBC Capital
Sector Perform
Dec 12, 24 Morgan Stanley
Underweight
Nov 15, 24 UBS
Neutral
Nov 15, 24 RBC Capital
Sector Perform
Nov 15, 24 BMO Capital
Market Perform
Oct 9, 24 Redburn Atlantic
Sell

Screeners with FDS included

Highest dividend per share TTM in sector
US stocks
High Piotroski score stocks
S&P 500 companies earnings calendar
Stocks below SMA 200
Stocks recommended to hold
Best performing stocks last 5 years
S&P 500 companies
Stocks below analysts price target
S&P 500 companies dividend calendar

Market Data

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Price

Current Price

$440.73
FDS price is $440.73

Price All-time High

$512.29
FDS price is currently -13.97% below its historical high of $512.29

Price Analysts Target

$480.00
FDS price is currently -8.18% lower than the consensus analysts' forecast

Price Most Recent Change

-0.22%
FDS price was down -0.22% on Mar 7, 2025

Price YTD Change

-8.23%
FDS price is down -8.23% since January 1st

Price 3-Year Change

+6.76%
FDS price is up +6.76% over the past 3 years

Market cap

Market Cap

$16.76 B
FDS market capitalization is $16.76 billion

Market Cap 3-Year Change

+7.17%
FDS market capitalization is up +7.17% over the past 3 years

Market Cap All-time High

$19.53 B
FDS market capitalization is currently -14.18% below its historical high of $19.53 billion

Market Cap Sector Rank

88.1%
FDS market capitalization is higher than 88.1% of companies in Financial Services sector

Technical

Beta

0.57
FDS beta is 0.57

200-day SMA

$447.65
FDS price is currently -1.55% below its 200-day simple moving average

14-day RSI

33.36
FDS 14-day relative strength index is 33.36

30-day Relative Volume

0.91
FDS 30-day relative volume is 0.91

Dividend

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Events

Last Paid Dividend

$1.04
FDS last dividend was $1.04 per share, with an ex-dividend date of February 28, 2025

Next Dividend

-
FDS next dividend has not yet been announced

Dividend per share

Annual Dividend Per Share

$4.04
FDS annual dividend per share is $4.04

Annual Dividend Per Share Sector Rank

96.82%
FDS annual dividend per share is higher than 96.82% of companies in Financial Services sector

Annual Dividend Per Share 1-Year Change

+8.02%
FDS annual dividend per share is up +8.02% year-on-year

Annual Dividend Per Share 3-Year Change

+27.04%
FDS annual dividend per share is up +27.04% over the past 3 years

Dividend yield

Annual Dividend Yield

0.92%
FDS annual dividend yield is 0.92%

Annual Dividend Yield Sector Rank

5.3%
FDS annual dividend yield is higher than 5.3% of companies in Financial Services sector

Other

Annual Payout Ratio

28.05%
FDS annual payout ratio is 28.05%

Annual Dividends Paid

$150.67 M
FDS annual dividends paid is $150.67 million

Annual FCF

$614.66 M
FDS annual free cash flow is $614.66 million

Profitability

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Revenue

Annual Revenue

$2.20 B
FDS annual revenue is $2.20 billion

Annual Revenue Analysts Estimate

$2.30 B
FDS annual revenue is currently -4.40% lower than the consensus analysts' forecast

Annual Revenue 1-Year Change

+5.64%
FDS annual revenue is up +5.64% year-on-year

Annual Revenue Sector Rank

83.49%
FDS annual revenue is higher than 83.49% of companies in Financial Services sector

Profit

Annual Gross Profit

$1.19 B
FDS annual gross profit is $1.19 billion

Annual Gross Margin

54.07%
FDS annual gross profit margin is 54.07%

Annual Operating Profit

$705.98 M
FDS annual operating income is $705.98 million

Annual Operating Margin

32.05%
FDS annual operating profit margin is 32.05%

Annual Net Income

$537.13 M
FDS annual net profit is $537.13 million

Annual Net Margin

24.38%
FDS annual net profit margin is 24.38%

EPS

Annual EPS

$13.91
FDS annual earnings per share is $13.91

Annual EPS Analysts Estimate

$17.15
FDS annual earnings per share is currently -18.87% lower than the consensus analysts' forecast

Annual EPS 1-Year Change

+15.53%
FDS annual earnings per share is up +15.53% year-on-year

Annual EPS Sector Rank

96.21%
FDS annual earnings per share is higher than 96.21% of companies in Financial Services sector

ROA & ROE

Annual ROA

13.40%
FDS annual return on assets is 13.40%

Annual ROE

30.41%
FDS annual return on equity is 30.41%

EBIT & EBITDA

Annual EBIT

$717.28 M
FDS annual earnings before interest & taxes is $717.28 million

Annual EBITDA

$872.88 M
FDS annual EBITDA is $872.88 million

Valuation

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PE Ratio

PE Ratio

31.59
FDS price to earnings ratio is 31.59

PE Ratio Sector Rank

83.4%
FDS price to earnings ratio is higher than 83.4% of companies in Financial Services sector

PB Ratio

PB Ratio

8.42
FDS price to book ratio is 8.42

PB Ratio Sector Rank

94.94%
FDS price to book ratio is higher than 94.94% of companies in Financial Services sector

PS Ratio

PS Ratio

7.52
FDS price to sales ratio is 7.52

PS Ratio Sector Rank

89.81%
FDS price to sales ratio is higher than 89.81% of companies in Financial Services sector

Enterprise value

Enterprise Value

$18.02 B
FDS enterprise value is $18.02 billion

Enterprise Value Sector Rank

87.26%
FDS enterprise value is higher than 87.26% of companies in Financial Services sector

EV/EBITDA

EV/EBITDA

20.40
FDS EV/EBITDA is 20.40

EV/EBITDA Sector Rank

92.76%
FDS EV/EBITDA is higher than 92.76% of companies in Financial Services sector

Financial Health

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Liquidity

Annual Current Ratio

1.25
FDS annual current ratio is 1.25

Annual Quick Ratio

-
FDS annual quick ratio value is unknown

Leverage

Annual Debt To Equity

0.71
FDS annual debt to equity ratio is 0.71

Annual Interest Coverage Ratio

10.90
FDS annual interest coverage ratio is 10.90

Risk & Stability

Piotroski F-Score

8
FDS piotroski f-score is 8

Altman Z-Score

6.52
FDS altman z-score is 6.52

Balance Sheet

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Assets

Annual Total Assets

$4.06 B
FDS annual total assets is $4.06 billion

Annual Non Current Assets

$3.22 B
FDS annual long term assets is $3.22 billion

Annual Current Assets

$837.74 M
FDS annual total current assets is $837.74 million

Annual Cash & Cash Equivalents

$422.98 M
FDS annual cash & cash equivalents is $422.98 million

Equity

Annual Book Value

$1.91 B
FDS annual book value is $1.91 billion

Annual Working Capital

$168.78 M
FDS annual working capital is $168.78 million

Liabilities

Annual Total Liabilities

$2.14 B
FDS annual total liabilities is $2.14 billion

Annual Total Long Term Liabilities

$1.48 B
FDS annual total long term liabilities is $1.48 billion

Annual Current Liabilities

$668.96 M
FDS annual total current liabilities is $668.96 million

Annual Accounts Payable

$178.25 M
FDS annual accounts payable is $178.25 million

Debt

Annual Total Debt

$1.57 B
FDS annual total debt is $1.57 billion

Annual Total Debt 1-Year Change

-14.42%
FDS annual total debt is down -14.42% year-on-year

Annual Long Term Debt

$1.42 B
FDS annual long term debt is $1.42 billion

Annual Short Term Debt

$155.91 M
FDS annual short term debt is $155.91 million

Expenses

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Annual Total Expenses

$1.50 B
FDS annual total expenses is $1.50 billion

Annual Operating Expenses

$485.13 M
FDS annual total operating expenses is $485.13 million

Annual Cost Of Goods Sold

$1.01 B
FDS annual cost of goods sold is $1.01 billion

Annual SGA

$485.13 M
FDS annual SGA is $485.13 million

Annual D&A

$155.59 M
FDS annual depreciation & amortization is $155.59 million

Annual Interest Expense

$65.78 M
FDS annual interest expense is $65.78 million

Cash Flow

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Cashflow Activities

Annual CFO

$700.34 M
FDS annual cash flow from operations is $700.34 million

Annual CFO 1-Year Change

+8.48%
FDS annual cash flow from operations is up +8.48% year-on-year

Annual CFI

-$144.32 M
FDS annual cash flow from investing activities is -$144.32 million

Annual CFI 1-Year Change

-51.29%
FDS annual cash flow from investing activities is down -51.29% year-on-year

Annual CFF

-$560.85 M
FDS annual cash flow from financing activities is -$560.85 million

Annual CFF 1-Year Change

+11.26%
FDS annual cash flow from financing activities is up +11.26% year-on-year

Free CashFlow

Annual FCF

$614.66 M
FDS annual free cash flow is $614.66 million

Annual FCF 1-Year Change

+5.11%
FDS annual free cash flow is up +5.11% year-on-year

CAPEX

Annual CAPEX

$85.68 M
FDS annual capital expenditures is $85.68 million

Annual CAPEX 1-Year Change

+40.96%
FDS annual capital expenditures is up +40.96% year-on-year

Institutional Ownership

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FAQ

  • What is the ticker symbol for FactSet Research Systems?
  • Does FactSet Research Systems pay dividends?
  • What sector is FactSet Research Systems in?
  • What industry is FactSet Research Systems in?
  • What country is FactSet Research Systems based in?
  • When did FactSet Research Systems go public?
  • Is FactSet Research Systems in the S&P 500?
  • Is FactSet Research Systems in the NASDAQ 100?
  • Is FactSet Research Systems in the Dow Jones?
  • When was FactSet Research Systems's last earnings report?
  • When does FactSet Research Systems report earnings?
  • Should I buy FactSet Research Systems stock now?

What is the ticker symbol for FactSet Research Systems?

The ticker symbol for FactSet Research Systems is NYSE:FDS

Does FactSet Research Systems pay dividends?

Yes, FactSet Research Systems pays dividends. The last payment was $1.04, with an ex-dividend date on February 28, 2025

What sector is FactSet Research Systems in?

FactSet Research Systems is in the Financial Services sector

What industry is FactSet Research Systems in?

FactSet Research Systems is in the Financial Data & Stock Exchanges industry

What country is FactSet Research Systems based in?

FactSet Research Systems is headquartered in United States

When did FactSet Research Systems go public?

FactSet Research Systems's initial public offering (IPO) was on June 28, 1996

Is FactSet Research Systems in the S&P 500?

Yes, FactSet Research Systems is included in the S&P 500 index

Is FactSet Research Systems in the NASDAQ 100?

No, FactSet Research Systems is not included in the NASDAQ 100 index

Is FactSet Research Systems in the Dow Jones?

No, FactSet Research Systems is not included in the Dow Jones index

When was FactSet Research Systems's last earnings report?

FactSet Research Systems's most recent earnings report was on Dec 19, 2024

When does FactSet Research Systems report earnings?

The next expected earnings date for FactSet Research Systems is Mar 20, 2025

Should I buy FactSet Research Systems stock now?

As of today, analysts generally recommend a 'Hold' rating. However, it's important to do your own research and consider your financial situation before making any investment decisions