FDS logo

FactSet Research Systems (FDS)

Profile

Full Name

FactSet Research Systems Inc.

Ticker Symbol

FDS

Exchange

NYSE

Sector

Financial Services

Industry

Financial Data & Stock Exchanges

Country

United States

IPO

June 28, 1996

Indexes

S&P 500

Website

http://www.factset.com

Employees

12598

Key Details

Price

$433.00(+1.78%)

Market cap

Last Dividend

$1.04

TTM Dividend yield

0.96%

Annual revenue

$2.20B(+5.64% YoY)

Annual EPS

$13.91(+15.53% YoY)

PE ratio

30.80

Next earnings date

Jun 20, 2025

Next ex-dividend date

N/A

Next split date

N/A

Price

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Current Price

$433.00
FDS price is $433.00

30-Day Relative Volume

0.60
FDS 30-day relative volume is 0.60

Price Performance

Price Today change

+1.78%
FDS price is up +1.78% today

Price YTD change

-9.84%
FDS price is down -9.84% since January 1st

Price 1-year change

+1.59%
FDS price is up +1.59% year-on-year

Price 3-year change

+2.96%
FDS price is up +2.96% over the past 3 years

Price Range

Price All-time high

$499.87
FDS price is currently -13.38% below its historical high of $499.87

Price 3-year low

$345.92
FDS price is currently +25.17% above its 3-year low

Capitalization

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Market cap

Market cap

$16.43B
FDS market capitalization is $16.43 billion

Market cap 3-year change

+3.09%
FDS market capitalization is up +3.09% over the past 3 years

Market cap All-time high

$19.53B
FDS market capitalization is currently -15.87% below its historical high of $19.53 billion

Market cap sector rank

88.78%
FDS market capitalization is higher than 88.78% of companies in Financial Services sector

Shares Outstanding

Shares Outstanding 1-Year Change

-0.44%
FDS shares outstanding is down -0.44% year-on-year

Shares Outstanding 3-Year Change

+0.13%
FDS shares outstanding is up +0.13% over the past 3 years

Technical Indicators

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Beta

0.61
FDS beta is 0.61

200-day SMA

$449.96
FDS price is currently -3.77% below its 200-day simple moving average

50-day SMA

$445.79
FDS price is currently -2.87% below its 50-day simple moving average

RSI

48.99
FDS 14-day relative strength index is 48.99

Volume

0.60
FDS 30-day relative volume is 0.60

ATR

$16.30
FDS average true range is $16.30

10-day Historical Volatility

54.11%
FDS 10-day historical volatility is 54.11%

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

Dividend per share

$4.04
FDS annual dividend per share is $4.04

Dividend per share Sector Rank

96.62%
FDS annual dividend per share is higher than 96.62% of companies in Financial Services sector

Dividend per share 1-Year Change

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

Dividend per share 3-Year Change

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

Dividend yield

Dividend yield

0.93%
FDS annual dividend yield is 0.93%

Dividend yield Sector Rank

4.76%
FDS annual dividend yield is higher than 4.76% of companies in Financial Services sector

Other

Payout ratio

28.05%
FDS annual payout ratio is 28.05%

Dividends paid

$150.67M
FDS annual dividends paid is $150.67 million

Free cash flow

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

Income Statement

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Revenue

Revenue

$2.20B
FDS annual revenue is $2.20 billion

Revenue Analysts estimate

$2.31B
FDS annual revenue is currently -4.68% lower than the consensus analysts' forecast

Revenue 1-year change

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

Revenue Sector rank

83.74%
FDS annual revenue is higher than 83.74% of companies in Financial Services sector

EPS

EPS

$13.91
FDS annual earnings per share is $13.91

EPS Analysts estimate

$17.07
FDS annual earnings per share is currently -18.53% lower than the consensus analysts' forecast

EPS 1-year change

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

EPS Sector rank

96.19%
FDS annual earnings per share is higher than 96.19% of companies in Financial Services sector

Profit

Gross profit

$1.19B
FDS annual gross profit is $1.19 billion

Gross margin

54.07%
FDS annual gross profit margin is 54.07%

Operating profit

$705.98M
FDS annual operating income is $705.98 million

Operating margin

32.05%
FDS annual operating profit margin is 32.05%

Net income

$537.13M
FDS annual net profit is $537.13 million

Net margin

24.38%
FDS annual net profit margin is 24.38%

Expenses

Total expenses

$1.50B
FDS annual total expenses is $1.50 billion

Operating expenses

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

Cost of goods sold

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

Selling, general & administrative expenses

$485.13M
FDS annual SGA is $485.13 million

Depreciation and amortization

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

Interest expense

$65.78M
FDS annual interest expense is $65.78 million

Income tax

$114.38M
FDS annual income tax is $114.38 million

EBIT & EBITDA

EBIT

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

EBITDA

$872.88M
FDS annual EBITDA is $872.88 million

Balance Sheet

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Assets

Total assets

$4.06B
FDS annual total assets is $4.06 billion

Non current assets

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

Current assets

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

Cash and cash equivalents

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

Accounts receivable

$228.05M
FDS annual accounts receivable is $228.05 million

Inventory

-
FDS annual inventory value is unknown

Liabilities

Total liabilities

$2.14B
FDS annual total liabilities is $2.14 billion

Long term liabilities

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

Current liabilities

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

Accounts payable

$178.25M
FDS annual accounts payable is $178.25 million

Debt

Total debt

$1.57B
FDS annual total debt is $1.57 billion

Total debt 1-year change

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

Long term debt

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

Short term debt

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

Equity & Capital

Shareholders equity

$1.91B
FDS annual stockholders equity is $1.91 billion

Book value

$1.91B
FDS annual book value is $1.91 billion

Retained earnings

$1.89B
FDS annual retained earnings is $1.89 billion

Working capital

$168.78M
FDS annual working capital is $168.78 million

Cash Flow Statement

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Cashflow Activities

Cash from operations

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

Cash from operations 1-year change

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

Cash from investing

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

Cash from investing 1-year change

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

Cash from financing

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

Cash from financing 1-year change

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

CAPEX

CAPEX

$85.68M
FDS annual capital expenditures is $85.68 million

CAPEX 1-year change

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

Free Cash Flow

Free cash flow

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

Free cash flow 1-year change

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

Profitability Ratios

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Margins

Gross margin

54.07%
FDS annual gross profit margin is 54.07%

Operating margin

32.05%
FDS annual operating profit margin is 32.05%

Net margin

24.38%
FDS annual net profit margin is 24.38%

ROA & ROE

ROA

13.40%
FDS annual return on assets is 13.40%

ROE

30.41%
FDS annual return on equity is 30.41%

Valuation

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PE Ratio

PE ratio

30.80
FDS price to earnings ratio is 30.80

PE ratio Sector rank

83.5%
FDS price to earnings ratio is higher than 83.5% of companies in Financial Services sector

PB Ratio

PB ratio

7.99
FDS price to book ratio is 7.99

PB ratio Sector rank

95.47%
FDS price to book ratio is higher than 95.47% of companies in Financial Services sector

PS Ratio

PS ratio

7.29
FDS price to sales ratio is 7.29

PS ratio Sector rank

90.71%
FDS price to sales ratio is higher than 90.71% of companies in Financial Services sector

Enterprise value

Enterprise value

$17.82B
FDS enterprise value is $17.82 billion

Enterprise value Sector rank

88.07%
FDS enterprise value is higher than 88.07% of companies in Financial Services sector

EV/EBITDA

EV/EBITDA

19.98
FDS EV/EBITDA is 19.98

EV/EBITDA Sector rank

94.67%
FDS EV/EBITDA is higher than 94.67% of companies in Financial Services sector

Financial Health

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Liquidity

Current ratio

1.25
FDS annual current ratio is 1.25

Quick ratio

-
FDS annual quick ratio value is unknown

Leverage

Debt to equity

0.71
FDS annual debt to equity ratio is 0.71

Interest coverage ratio

10.90
FDS annual interest coverage ratio is 10.90

Risk & Stability

Piotroski F-Score

7
FDS piotroski f-score is 7

Altman Z-Score

6.43
FDS altman z-score is 6.43

Analyst ratings

Recent major analysts updates

Mar 24, 25 BMO Capital
Market Perform
Mar 21, 25 Wells Fargo
Underweight
Mar 21, 25 UBS
Neutral
Mar 21, 25 Morgan Stanley
Underweight
Mar 10, 25 RBC Capital
Sector Perform
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

Institutional Ownership

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  • 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 Mar 20, 2025

When does FactSet Research Systems report earnings?

The next expected earnings date for FactSet Research Systems is Jun 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
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