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Last Close
266.00
Oct 02 • 3:59 PM ET Dollar change-11.61 Percentage change(-4.18%)
Aftermarket Close
266.00
Aftermarket • 7:30 PM ET Dollar change0.00 Percentage change(0.00%)
Oct 02, 4:32 AMFactSet beats FY26 guidance as AI/MCP adoption surges, margins bottom and FY27 outlook moderates
Index
S&P 500
Market Cap
9.46B
Enterprise Value
10.73B
Income
533.48M
Sales
2.48B
Book/sh
56.80
Cash/sh
7.64
Employees
12800
IPO
Jun 28, 1996
P/E
18.27
Forward P/E
12.27
PEG
1.22
P/S
3.82
P/B
4.68
P/C
34.83
P/FCF
13.37
EV/EBITDA
11.42
EV/Sales
4.33
Quick Ratio
0.68
Current Ratio
0.60
Debt/Eq
0.77
LT Debt/Eq
0.50
Option/Short
Yes / Yes
EPS (ttm)
14.56
EPS next Y
21.69
EPS next Q
5.00
EPS this Y
9.15%
EPS next Y
10.32%
EPS next 5Y
10.07%
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
-15.30%
Sales Q/Q
6.33%
Insider Own
0.30%
Insider Trans
0.00%
Inst Own
115.20%
Inst Trans
5.00%
ROA
12.63%
ROE
25.47%
ROIC
17.72%
Gross Margin
50.61%
Oper. Margin
29.34%
Profit Margin
21.54%
SMA20
-3.47%
SMA50
-5.88%
SMA200
6.79%
Trades
Shs Outstand
35.57M
Shs Float
35.46M
52W High
320.48 -17.00%
52W Low
185.00 43.78%
Volatility
4.64% 4.21%
ATR (14)
12.22
RSI (14)
43.32
Beta
0.72
Rel Volume
0.64
Avg Volume
890.91K
Volume
566,725
Perf Week
-2.59%
Perf Month
-13.09%
Perf Quarter
5.47%
Perf Half Y
16.83%
Perf YTD
-8.34%
Perf Year
-5.63%
Perf 3Y
-39.00%
Perf 5Y
-32.51%
Perf 10Y
64.10%
Prev Close
277.61
Price
266.00
Change %
-4.18%
Date Action Analyst Rating Change Price Target Change
Sep-08-26Upgrade William Blair Mkt Perform → Outperform
Jun-18-26Downgrade Rothschild & Co Redburn Neutral → Sell $215
Feb-17-26Resumed BofA Securities Underperform $195
Dec-17-25Upgrade Morgan Stanley Underweight → Equal-Weight $307
Sep-22-25Upgrade UBS Neutral → Buy $425
Sep-12-25Upgrade Rothschild & Co Redburn Sell → Neutral $370
Jun-26-25Upgrade Raymond James Underperform → Mkt Perform
Mar-21-25Downgrade Wells Fargo Equal Weight → Underweight $402
Oct-09-24Downgrade Redburn Atlantic Neutral → Sell $420 → $380
Oct-02-24Initiated Evercore ISI In-line $470
Oct-02-26 04:30PM
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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
Chief Financial OfficerMr. Joshua B. Warren J.D.
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
Shan Helen L.EVP, Chief Financial OfficerOct 06 '25Buy275.48370101,9289,284Oct 08 04:28 PM