FactSet Research Systems Inc.
FDS
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-07.
- FactSet operates in a competitive financial data industry, providing essential services to investment professionals, which positions it well for long-term growth.
- Revenue increased by 2% compared to the prior quarter, reaching $623 million.
- Despite a slight decline in gross margin to 49.9%, the company maintains a strong operating margin of 26.7%.
- The company's earnings growth has been negative at -15.2%, indicating potential challenges in profitability.
- Net income decreased to $126.7 million in the latest quarter, down from $133.1 million in the previous quarter.
- The operating margin has compressed significantly from 30.3% to 26.7% over the last two quarters.
Fundamentals
| Market cap | $10.19B | Enterprise value | $11.42B | Trailing P/E | 19.67 | Forward P/E | 13.19 |
| PEG | 1.21 | Price / book | 5.07 | Beta | 0.77 | Dividend yield | 1.62% |
| Revenue growth | 6.3% | Earnings growth | -15.2% | Gross margin | 50.6% | Operating margin | 24.7% |
| Profit margin | 21.5% | ROE | 25.5% | ROA | 10.4% | Debt / equity | 0.77 |
| Current ratio | 0.60 | Free cash flow | $641.53M | Analyst recommendation | hold | Mean target | $278.19 |
| 52w high | $320.48 | 52w low | $185.00 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $623M | $611M | $608M | $597M | $586M |
| Op margin | 26.7% | 30.3% | 31.6% | 29.7% | 33.2% |
| Net income | $127M | $133M | $153M | $154M | $149M |
| Gross margin | 49.9% | 51.4% | 52.6% | 51.6% | 52.1% |
| Gross profit | $311M | $314M | $320M | $308M | $305M |
| Operating income | $166M | $185M | $192M | $177M | $194M |
- Revenue +2% vs prior quarter ($623M vs $611M).
- Gross margin 49.9% (was 51.4% prior quarter).
- Operating margin compressed to 26.7%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $2.3B | $2.2B | $2.1B | $1.8B |
| Op margin | 32.2% | 31.8% | 30.2% | 29.3% |
| Net income | $597M | $537M | $468M | $397M |
| Gross margin | 52.7% | 54.1% | 53.3% | 52.8% |
| Gross profit | $1.2B | $1.2B | $1.1B | $973M |
| Operating income | $748M | $701M | $629M | $540M |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-09 · Gordon Haskett Adjusts Home Depot Price Target to $395 From $350
2026-10-09 · Braemar Hotels & Resorts Shares Fall After Portfolio Update, Full-Year 2027 Financial Outlook
2026-10-09 · BofA Securities Adjusts Liquidia Price Target to $38 From $40, Maintains Neutral Rating
2026-10-09 · Evolution Metals & Technologies Raises Fiscal 2026 Revenue Guidance
2026-10-09 · Earnings Calendar Full Of Banks, But Watch These Three Reports
2026-10-09 · BofA Securities Adjusts Agilent Technologies Price Target to $190 From $180
2026-10-09 · Citizens Upgrades Houlihan Lokey to Market Outperform From Market Perform, $175 Price Target
2026-10-09 · Barclays Upgrades Archer Aviation to Overweight From Equalweight
2026-10-09 · Delta Air Lines' Q3 Adjusted Earnings, Total Revenue Rise; Lowers Full-Year Earnings Guidance
2026-10-09 · MTY Food Group Posts Lower Q3 Net Income YoY, Increases Dividend
2026-10-09 · What Do FactSet Research Systems (FDS) New Wealth And Private Markets Deals Mean?
2026-10-08 · FactSet (FDS) Stock Trades Up, Here Is Why
Price (daily)
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