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Last Close
329.57
Oct 30 • 3:59 PM ET Dollar change+9.53 Percentage change(2.98%)
Aftermarket Close
329.57
Aftermarket • 7:30 PM ET Dollar change0.00 Percentage change(0.00%)
Index
S&P 500
Market Cap
11.62B
Enterprise Value
12.89B
Income
533.48M
Sales
2.48B
Book/sh
56.78
Cash/sh
7.70
Employees
12444
IPO
Jun 28, 1996
P/E
22.65
Forward P/E
15.17
PEG
1.47
P/S
4.69
P/B
5.80
P/C
42.77
P/FCF
16.42
EV/EBITDA
13.30
EV/Sales
5.21
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
115.83%
Inst Trans
4.26%
ROA
12.64%
ROE
25.47%
ROIC
17.72%
Gross Margin
50.61%
Oper. Margin
30.52%
Profit Margin
21.54%
SMA20
8.68%
SMA50
12.68%
SMA200
31.66%
Trades
Shs Outstand
35.26M
Shs Float
35.14M
52W High
339.83 -3.02%
52W Low
185.00 78.15%
Volatility
3.40% 3.56%
ATR (14)
11.50
RSI (14)
65.07
Beta
0.72
Rel Volume
1.56
Avg Volume
793.30K
Volume
1,235,220
Perf Week
-0.53%
Perf Month
18.72%
Perf Quarter
22.21%
Perf Half Y
44.82%
Perf YTD
13.57%
Perf Year
22.50%
Perf 3Y
-22.86%
Perf 5Y
-25.75%
Perf 10Y
112.00%
Prev Close
320.04
Price
329.57
Change %
2.98%
Consensus
Hold
Avg. Price Target
$286.44
Implied Upside
-13.1%
Analysts15incl. previous ratings
Rating Distribution2 Buy · 8 Hold · 5 Sell
DateActionAnalystRating ChangePrice Target ChangeImplied Upside
Sep 08, 2026Upgrade
WWilliam Blair
Mkt Perform → Outperform
Jun 18, 2026Downgrade
RRothschild & Co Redburn
Neutral → Sell$215-34.8%
Feb 17, 2026Resumed
BAC logoBBofA Securities
Underperform$195-40.8%
Dec 17, 2025Upgrade
MS logoMMorgan Stanley
Underweight → Equal-Weight$307-6.8%
Sep 22, 2025Upgrade
UBS logoUUBS
Neutral → Buy$425+29.0%
Sep 12, 2025Upgrade
RRothschild & Co Redburn
Sell → Neutral$370+12.3%
Jun 26, 2025Upgrade
RJF logoRRaymond James
Underperform → Mkt Perform
Mar 21, 2025Downgrade
WFC logoWWells Fargo
Equal Weight → Underweight$402+22.0%
Oct 09, 2024Downgrade
RRedburn Atlantic
Neutral → Sell$420 → $380+15.3%
Oct 02, 2024Initiated
EVR logoEEvercore ISI
In-line$470+42.6%
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #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
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.
Head of Financial Planning & Analysis & TreasurerMr. Yet He
Senior Product ManagerEliot Caroom
Vice PresidentMr. John Butters