Stocks · Financial Services · Financial - Data & Stock Exchanges
FactSet Research Systems Inc. FDS
$266.00 -4.18% Close, Oct 2, 2026 · NYSE · Market cap $9.46B
High quality
Next earnings report: Dec 17, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- The shares trade at 18.3× trailing earnings, lower than 86% of the company's own readings over the past five years.
- The stock is in an uptrend: above its 200-day average for 50 trading days, with the 50-day average above the 200-day.
- The diluted share count fell 6.8% in a year, mainly through buybacks.
PromtFinance scores
Each score is a percentile within the Financial Services sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
Growth23Very weak
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Top 50%
- EPS growth (TTM, YoY)Bottom 24%
- FCF growth (TTM, YoY)Bottom 47%
- Revenue growth, 3-year CAGRBottom 17%
- Revenue growth accelerationTop 47%
Quality86Strong
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 8%
- Gross marginBottom 23%
- Operating marginTop 32%
- Cash conversion (OCF / net income)Top 28%
- Accruals (lower is better)Top 14%
- Net debt / EBITDA (lower is better)Bottom 48%
- Interest coverTop 15%
Value61Neutral
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldBottom 44%
- Free-cash-flow yieldBottom 47%
- EBITDA / enterprise valueTop 37%
- Sales / enterprise valueBottom 31%
- P/E vs own 5-year history (lower is better)Top 14%
Momentum38Weak
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthBottom 47%
- 6-month returnTop 25%
- 1-year return vs S&P 500Bottom 25%
- Distance from 52-week highBottom 29%
- Trend checklist (0–4)Top 48%
Revisions16Very weak
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersBottom 39%
- Consecutive EPS beatsTop 29%
- Share of analysts rating BuyBottom 7%
- Upside to consensus price targetBottom 7%
Stability24Very weak
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Bottom 11%
- Maximum drawdown, 3 yearsBottom 11%
- Beta vs S&P 500 (lower is better)Top 37%
- Net debt / EBITDA (lower is better)Bottom 48%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 6.6% | 6.7% | ↑ |
| EPS growth (YoY) | 9.7% | -6.4% | ↓ |
| Gross margin | 52.7% | 50.6% | ↓ |
| Operating margin | 32.2% | 28.3% | ↓ |
| FCF margin | 26.6% | 28.6% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 6.7% | 6.6% | ↑ | Top 50% |
| EPS growth (TTM, YoY) | -6.4% | 9.7% | ↓ | Bottom 24% |
| Gross margin | 50.6% | 52.7% | ↓ | Bottom 23% |
| Operating margin | 28.3% | 32.2% | ↓ | Top 32% |
| Net margin | 21.5% | 25.7% | ↓ | — |
| Free-cash-flow margin | 28.6% | 26.6% | ↑ | — |
| Return on invested capital | 16.0% | — | Top 8% | |
| Revenue growth, 3-year CAGR | 5.9% | — | Bottom 17% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 1.54×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -7.0%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 3.4%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +4.7 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 1.43×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 8.6×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 1.74%
- Net buyback yield (TTM)
- 6.63%
- Shareholder yield
- 8.37%
- Share count change, 1 year
- -6.8%
- Share count change, 3-year CAGR
- -2.8%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Aug 31, 2026 (filed Sep 30, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 4
- Beats in the last 8 reports
- 6 of 8
- Average EPS surprise, last 4
- +2.7%
- Average 2-day reaction, last 8
- +0.5%
- Positive 20 days after report
- 3 of 7
Analysts
- Consensus price target
- $256.75
- Target vs current price
- -3.5%
- Analysts with a rating
- 30
- Share rating Buy or Strong Buy
- 10%
- Consensus rating
- Hold
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Sep 30, 2026 | +3.9% | +3.8% | — | — | — |
| Jul 1, 2026 | +1.8% | +6.7% | +7.7% | +22.6% | +17.9% |
| Mar 31, 2026 | +1.8% | +6.1% | +11.3% | +12.2% | +2.1% |
| Dec 18, 2025 | +3.4% | -7.7% | -2.0% | -2.5% | -29.4% |
| Sep 18, 2025 | -1.9% | -10.4% | -14.8% | -15.5% | -13.2% |
| Jun 23, 2025 | -0.7% | +3.5% | +4.5% | +0.2% | -18.3% |
| Mar 20, 2025 | +2.6% | -1.7% | +0.6% | -2.5% | -4.2% |
| Dec 19, 2024 | +2.8% | +3.5% | +3.9% | -1.5% | -7.3% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Sep 30, 2026 | $4.52 | $4.35 | +3.9% | $634.7M |
| Jul 1, 2026 | $4.53 | $4.45 | +1.8% | $622.9M |
| Mar 31, 2026 | $4.46 | $4.38 | +1.8% | $611.0M |
| Dec 18, 2025 | $4.51 | $4.36 | +3.4% | $607.6M |
| Sep 18, 2025 | $4.05 | $4.13 | -1.9% | $596.9M |
| Jun 23, 2025 | $4.27 | $4.30 | -0.7% | $585.5M |
| Mar 20, 2025 | $4.28 | $4.17 | +2.6% | $570.7M |
| Dec 19, 2024 | $4.37 | $4.25 | +2.8% | $568.7M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 18.3× | 33.1× | 14th | Bottom 44% |
| P/E (forward) | 13.5× | — | — | — |
| EV / EBITDA | 11.8× | — | — | Top 37% |
| EV / Sales | 4.35× | — | — | Bottom 31% |
| Free-cash-flow yield | 7.48% | — | — | Bottom 47% |
| Earnings yield | 5.48% | — | — | Bottom 44% |
P/E over the past five years
Range 14.6× – 45.2× since Aug 31, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- -7.2%
- Earnings per share growth (TTM)
- -6.4%
- Change in P/E multiple
- -0.5%
Most of the move came from earnings growth.
Technical state
Trend checklist
- ✗ Price above 20-day average
- ✗ Price above 50-day average
- ✓ Price above 200-day average
- ✓ 50-day average above 200-day
- ✗ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 50
- 50-day average slope (20 days)
- +4.3%
- 200-day average slope (20 days)
- -0.2%
- Distance from 50-day average
- -5.9%
- Distance from 200-day average
- +6.8%
- RSI (14)
- 43.3
- Relative volume
- 0.61×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 47.9%
- Volatility vs own 5-year history
- 89th percentile · High for this stock
- Beta vs S&P 500 (2 years, weekly)
- 0.55
- Correlation with S&P 500
- 0.22
- Current drawdown from 1-year high
- -15.2%
- Maximum drawdown, 3 years
- -61.7%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Nov 14, 2024 | Feb 17, 2026 | -61.7% | 312 days | Not yet recovered |
| Dec 29, 2021 | Jun 16, 2022 | -28.7% | 117 days | 606 days (Nov 13, 2024) |
| Dec 7, 2020 | Feb 25, 2021 | -16.3% | 54 days | 108 days (Jul 30, 2021) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $9.46B
- P/E (TTM)
- 18.3
- EPS, diluted (TTM)
- $14.57
- Revenue (TTM)
- $2.48B
- Dividend yield
- 1.70%
- 52-week range
- $185.00 – $320.48
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Revenue | $1.84B | $2.09B | $2.20B | $2.32B | $2.48B |
| Gross profit | $972.8M | $1.11B | $1.19B | $1.22B | $1.25B |
| Operating income | $475.5M | $630.2M | $701.3M | $748.3M | $700.0M |
| Net income | $396.9M | $468.2M | $537.1M | $597.0M | $533.5M |
| EPS (diluted) | $10.25 | $12.04 | $13.91 | $15.55 | $14.57 |
| Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | Q3 2026 | Q4 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $568.7M | $570.7M | $585.5M | $596.9M | $607.6M | $611.0M | $622.9M | $634.7M |
| Net income | $150.0M | $144.9M | $148.5M | $153.6M | $152.6M | $133.1M | $126.7M | $121.1M |
| EPS (diluted) | $3.89 | $3.76 | $3.88 | $4.03 | $4.06 | $3.59 | $3.51 | $3.41 |
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Operating cash flow | $538.3M | $645.6M | $700.3M | $726.3M | $822.2M |
| Capital expenditure | -$51.2M | -$60.8M | -$85.7M | -$108.8M | -$114.7M |
| Free cash flow | $487.1M | $584.8M | $614.7M | $617.5M | $707.5M |
| Dividends paid | -$125.9M | -$138.6M | -$150.7M | -$160.0M | -$164.2M |
| Net share buybacks | -$18.6M | -$176.7M | -$235.2M | -$288.2M | -$610.7M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $271.6M
- Total assets
- $4.14B
- Total liabilities
- $2.14B
- Total debt
- $1.54B
- Net debt
- $1.31B
- Shareholders’ equity
- $2.00B
As of Aug 31, 2026 (filed Sep 30, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Aug 31, 2026 | $1.16 | Sep 17, 2026 |
| May 29, 2026 | $1.16 | Jun 18, 2026 |
| Feb 27, 2026 | $1.10 | Mar 19, 2026 |
| Nov 28, 2025 | $1.10 | Dec 18, 2025 |
| Aug 29, 2025 | $1.10 | Sep 18, 2025 |
| May 30, 2025 | $1.10 | Jun 18, 2025 |
| Feb 28, 2025 | $1.04 | Mar 20, 2025 |
| Nov 29, 2024 | $1.04 | Dec 19, 2024 |
Short interest
- Shares sold short
- 3,844,515
- Days to cover
- 3.95
- Change vs previous report
- -14.1%
FINRA short interest, settlement date Sep 15, 2026.
Stock splits
- Feb 7, 2005
- 3-for-2
- Feb 7, 2000
- 2-for-1
- Feb 8, 1999
- 3-for-2