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Oct 20, 8:06 AMFactSet partners with Nasdaq Private Market to integrate private-company cap table data into its platform
Index
S&P 500
Market Cap
11.94B
Enterprise Value
13.21B
Income
533.48M
Sales
2.48B
Book/sh
56.78
Cash/sh
7.70
Employees
12444
IPO
Jun 28, 1996
P/E
23.28
Forward P/E
15.60
PEG
1.51
P/S
4.82
P/B
5.97
P/C
43.97
P/FCF
16.88
EV/EBITDA
13.64
EV/Sales
5.34
Quick Ratio
0.60
Current Ratio
0.60
Debt/Eq
0.77
LT Debt/Eq
0.50
Option/Short
Yes / Yes
EPS (ttm)
14.55
EPS next Y
21.72
EPS next Q
5.00
EPS this Y
9.23%
EPS next Y
10.40%
EPS next 5Y
10.31%
EPS past 3/5Y
6.58% 7.06%
Sales past 3/5Y
5.89% 9.24%
EPS Y/Y TTM
-7.20%
Sales Y/Y TTM
6.65%
EPS Q/Q
-15.42%
Sales Q/Q
6.33%
Insider Own
0.31%
Insider Trans
0.00%
Inst Own
114.64%
Inst Trans
4.91%
ROA
12.64%
ROE
25.47%
ROIC
17.72%
Gross Margin
50.61%
Oper. Margin
30.52%
Profit Margin
21.54%
SMA20
17.70%
SMA50
17.36%
SMA200
35.75%
Trades
Shs Outstand
35.57M
Shs Float
35.45M
52W High
320.70 5.63%
52W Low
185.00 83.11%
Volatility
3.67% 3.73%
ATR (14)
11.73
RSI (14)
76.88
Beta
0.73
Rel Volume
0.64
Avg Volume
834.77K
Volume
244,400
Perf Week
12.23%
Perf Month
21.23%
Perf Quarter
33.18%
Perf Half Y
48.52%
Perf YTD
16.73%
Perf Year
16.84%
Perf 3Y
-21.24%
Perf 5Y
-21.40%
Perf 10Y
118.66%
Prev Close
319.91
Price
338.74
Change %
5.89%
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Frank MalcolmDirectorJan 12 '26Option Exercise207.882,572534,6673,451Jan 14 04:04 PM
Frank MalcolmDirectorJan 12 '26Sale295.702,572760,547879Jan 14 04:04 PM
SIEGEL LAURIEDirectorJan 08 '26Option Exercise207.882,572534,6673,609Jan 12 04:21 PM
SIEGEL LAURIEDirectorJan 08 '26Sale296.252,572761,9441,037Jan 12 04:21 PM
Frank MalcolmDirectorJan 12 '26Proposed Sale294.452,572757,325Jan 12 10:43 AM
ABRAMS ROBIN ANNDirectorJan 07 '26Option Exercise207.882,572534,66714,886Jan 08 05:44 PM
SIEGEL LAURIEDirectorJan 08 '26Proposed Sale286.362,572736,517Jan 08 11:19 AM
Skoko GoranEVP, Chief Revenue OfficerNov 06 '25Buy252.93500126,4659,192Nov 10 04:15 PM
Ellis Christopher REVP, Initiatives & P'shipsNov 01 '25Option Exercise0.00352024,370Nov 03 06:39 PM
Shan Helen L.EVP, Chief Financial OfficerNov 01 '25Option Exercise0.001,009010,293Nov 03 06:38 PM
Moskoff Gregory TMD,Controller and CAONov 01 '25Option Exercise0.001900259Nov 03 06:38 PM
Stepp Katherine MChief Technology Officer (CTO)Nov 01 '25Option Exercise0.003670979Nov 03 06:38 PM
Costigan JohnChief Data OfficerNov 01 '25Option Exercise0.003670686Nov 03 06:37 PM
Robie Robert J.EVP, Institutional BuysideNov 01 '25Option Exercise0.0050502,555Nov 03 06:37 PM
Skoko GoranEVP, Chief Revenue OfficerNov 01 '25Option Exercise0.0061205,066Nov 03 06:37 PM
Karnovsky Kristina WEVP, Dealmakers & WealthNov 01 '25Option Exercise0.0050502,787Nov 03 06:36 PM
FactSet Research Systems Inc. (the Company or FactSet) is a global financial digital platform and enterprise solutions provider with open and flexible technologies that aims to supercharge financial intelligence. Since inception, global financial professionals have utilized the company's content and multi-asset class solutions across each stage of the investment process. FactSet's goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis, in which the company serves the front, middle, and back offices to drive productivity and improved performance. FactSet's flexible, open data and technology solutions can be implemented both across the investment portfolio lifecycle or as standalone components serving different workflows in the organization. FactSet is focused on growing the business throughout each of its three segments, the Americas, EMEA (formerly known as Europe), and Asia Pacific. FactSet revised its internal organization within each segment to offer data, products and analytical applications by firm type: Institutional Buyside, Dealmakers, Wealth, and Partnerships and CGS. The company believes organization by firm type better aligns with its clients, the long-term view of its business and commitment to investing for growth and efficiency. FactSet currently serves financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet provides both insights on global market trends and intelligence on companies and industries, as well as capabilities to monitor portfolio risk and performance and to execute trades. The company combines dedicated client service with open and flexible technology offerings, such as a configurable desktop and mobile platform, comprehensive data feeds, an open marketplace and digital portals and application programming interfaces (APIs). The company's revenue is primarily derived from subscriptions to products and services such as workstations, analytics, enterprise data, and research management. FactSet Research Systems was founded by Howard E. Wille and Charles J. Snyder in September 1978 and is headquartered in Norwalk, CT.
Executive VPMr. Christopher McLoughlin
Executive VPMr. Goran Skoko
Chief AI OfficerMs. Katherine M. Stepp
CEO & DirectorMr. Sanoke Viswanathan
Executive VP & CFOMr. Joshua B. Warren J.D.