Index S&P 500
P/E 17.87
EPS (ttm) 15.56
Insider Own 0.24%
Shs Outstand 37.81M
Perf Week -1.79%
Market Cap 10.51B
Forward P/E 14.85
EPS next Y 18.72
Insider Trans -19.03%
Shs Float 37.71M
Perf Month -17.27%
Enterprise Value 11.71B
PEG 2.95
EPS next Q 4.34
Inst Own 95.42%
Short Float 5.68%
Perf Quarter -35.69%
Income 597.04M
P/S 4.53
EPS this Y 1.93%
Inst Trans -0.07%
Short Ratio 3.60
Perf Half Y -34.93%
Sales 2.32B
P/B 4.88
EPS next Y 8.14%
ROA 14.28%
Short Interest 2.14M
Perf YTD -42.12%
Book/sh 56.93
P/C 29.07
EPS next 5Y 6.06%
ROE 29.13%
52W High 499.87 -44.38%
Perf Year -39.81%
Cash/sh 9.56
P/FCF 17.02
EPS past 3/5Y 14.92% 10.01%
ROIC 16.09%
52W Low 272.50 2.02%
Perf 3Y -32.96%
Dividend Est. 4.63 (1.66%)
EV/EBITDA 12.30
Sales past 3/5Y 7.98% 9.22%
Gross Margin 52.72%
Volatility 2.78% 3.29%
Perf 5Y -15.10%
Dividend TTM 4.28 (1.54%)
EV/Sales 5.04
EPS Y/Y TTM 11.56%
Oper. Margin 32.86%
ATR (14) 8.75
Perf 10Y 70.94%
Dividend Ex-Date Aug 29, 2025
Quick Ratio 1.47
Sales Y/Y TTM 5.39%
Profit Margin 25.72%
RSI (14) 27.67
Recom 3.22
Dividend Gr. 3/5Y 7.76% 7.51%
Current Ratio 1.40
EPS Q/Q 73.44%
SMA20 -2.36%
Beta 0.77
Target Price 341.31
Payout 27.52%
Debt/Eq 0.71
Sales Q/Q 6.17%
SMA50 -17.09%
Rel Volume 0.91
Prev Close 283.95
Employees 12398
LT Debt/Eq 0.70
Earnings Sep 18 BMO
SMA200 -33.23%
Avg Volume 595.09K
Price 278.01
IPO Jun 28, 1996
Option/Short Yes / Yes
EPS/Sales Surpr. -1.89% 0.69%
Trades
Volume 543,100
Change -2.09%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-22-25 Upgrade
UBS
Neutral → Buy
$425
Sep-12-25 Upgrade
Rothschild & Co Redburn
Sell → Neutral
$370
Jun-26-25 Upgrade
Raymond James
Underperform → Mkt Perform
Mar-21-25 Downgrade
Wells Fargo
Equal Weight → Underweight
$402
Oct-09-24 Downgrade
Redburn Atlantic
Neutral → Sell
$420 → $380
Oct-02-24 Initiated
Evercore ISI
In-line
$470
Aug-13-24 Initiated
Wells Fargo
Equal Weight
$435
May-30-24 Downgrade
BofA Securities
Neutral → Underperform
$500 → $407
Apr-11-24 Initiated
Wolfe Research
Underperform
$430
Mar-22-24 Downgrade
Barclays
Overweight → Equal Weight
$480 → $460
Dec-08-23 Downgrade
Deutsche Bank
Buy → Hold
$471 → $480
Aug-25-23 Downgrade
RBC Capital Mkts
Outperform → Sector Perform
$500 → $464
Jun-15-23 Resumed
BofA Securities
Neutral
May-15-23 Initiated
BMO Capital Markets
Market Perform
$424
May-09-23 Initiated
Wells Fargo
Equal Weight
$435
Mar-28-23 Upgrade
Redburn
Sell → Neutral
Jan-12-23 Upgrade
Credit Suisse
Neutral → Outperform
$485 → $500
Aug-26-22 Upgrade
Deutsche Bank
Hold → Buy
$507
May-17-22 Initiated
Redburn
Sell
Mar-30-22 Initiated
Deutsche Bank
Hold
$453
Show Previous Ratings
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Aug-05-25 04:43PM
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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.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Shan Helen L. EVP, Chief Financial Officer Oct 06 '25 Buy 275.48 370 101,928 9,284 Oct 08 04:28 PM Eilam Barak Director Oct 03 '25 Sale 283.21 1 283 285 Oct 07 05:27 PM McLoughlin Christopher Chief Legal Officer Sep 23 '25 Buy 296.19 338 100,001 3,446 Sep 25 04:20 PM MCGONIGLE JAMES J Director Jul 14 '25 Option Exercise 286.12 2,925 836,888 7,386 Jul 15 04:52 PM MCGONIGLE JAMES J Director Jul 14 '25 Sale 451.39 2,925 1,320,310 4,461 Jul 15 04:52 PM MCGONIGLE JAMES J Director Jul 14 '25 Proposed Sale 451.28 2,925 1,319,994 Jul 14 11:28 AM Moskoff Gregory T MD,Controller and CAO Jul 09 '25 Option Exercise 275.62 2,500 689,045 2,544 Jul 10 05:32 PM Moskoff Gregory T MD,Controller and CAO Jul 09 '25 Sale 442.60 2,500 1,106,509 44 Jul 10 05:32 PM Ellis Christopher R EVP, Initiatives & P'ships Jul 08 '25 Option Exercise 152.28 7,606 1,158,242 31,565 Jul 09 07:54 PM Ellis Christopher R EVP, Initiatives & P'ships Jul 08 '25 Sale 446.84 7,606 3,398,638 23,952 Jul 09 07:54 PM Moskoff Gregory T Officer Jul 09 '25 Proposed Sale 444.57 2,500 1,111,425 Jul 09 10:32 AM Ellis Christopher R Officer Jul 08 '25 Proposed Sale 446.53 7,606 3,396,307 Jul 08 11:01 AM Snow Frederick Philip Chief Executive Officer Jul 01 '25 Option Exercise 152.28 3,000 456,840 19,616 Jul 02 04:17 PM Snow Frederick Philip Chief Executive Officer Jul 01 '25 Sale 445.12 3,000 1,335,360 16,616 Jul 02 04:17 PM Snow Frederick Philip Officer Jul 01 '25 Proposed Sale 445.12 3,000 1,335,360 Jul 01 10:10 AM Snow Frederick Philip Chief Executive Officer Jun 02 '25 Option Exercise 152.28 3,000 456,840 19,616 Jun 02 05:29 PM Snow Frederick Philip Chief Executive Officer Jun 02 '25 Sale 454.58 3,000 1,363,740 16,616 Jun 02 05:29 PM Snow Frederick Philip Officer Jun 02 '25 Proposed Sale 431.09 3,000 1,293,270 Jun 02 09:49 AM Snow Frederick Philip Chief Executive Officer May 01 '25 Option Exercise 152.28 3,000 456,840 19,616 May 01 04:17 PM Snow Frederick Philip Chief Executive Officer May 01 '25 Sale 431.09 3,000 1,293,270 16,616 May 01 04:17 PM Snow Frederick Philip Officer May 01 '25 Proposed Sale 431.09 3,000 1,293,270 May 01 09:46 AM Snow Frederick Philip Chief Executive Officer Apr 01 '25 Option Exercise 152.28 3,000 456,840 19,616 Apr 02 04:53 PM Snow Frederick Philip Chief Executive Officer Apr 01 '25 Sale 454.86 3,000 1,364,580 16,616 Apr 02 04:53 PM Snow Frederick Philip Officer Apr 01 '25 Proposed Sale 454.86 3,000 1,364,580 Apr 01 09:45 AM Moskoff Gregory T MD,Controller and CAO Mar 24 '25 Sale 433.73 363 157,604 44 Mar 25 04:34 PM Stepp Katherine M Chief Technology Officer (CTO) Mar 21 '25 Option Exercise 221.88 1,480 328,382 2,337 Mar 25 04:33 PM Stepp Katherine M Chief Technology Officer (CTO) Mar 21 '25 Sale 425.07 1,726 733,561 612 Mar 25 04:33 PM Moskoff Gregory T Officer Mar 24 '25 Proposed Sale 436.10 363 158,304 Mar 24 02:46 PM Stepp Katherine M Officer Mar 21 '25 Proposed Sale 434.20 1,725 749,000 Mar 21 09:26 AM Snow Frederick Philip Chief Executive Officer Mar 03 '25 Option Exercise 152.28 3,000 456,840 19,616 Mar 03 04:29 PM Snow Frederick Philip Chief Executive Officer Mar 03 '25 Sale 464.79 3,000 1,394,370 16,616 Mar 03 04:29 PM Snow Frederick Philip Chief Executive Officer Feb 03 '25 Option Exercise 152.28 3,000 456,840 19,616 Feb 03 05:15 PM Snow Frederick Philip Chief Executive Officer Feb 03 '25 Sale 469.14 3,000 1,407,420 16,616 Feb 03 05:15 PM Snow Frederick Philip Chief Executive Officer Jan 02 '25 Option Exercise 152.28 3,000 456,840 19,616 Jan 03 04:42 PM Snow Frederick Philip Chief Executive Officer Jan 02 '25 Sale 484.33 3,000 1,452,990 16,616 Jan 03 04:42 PM ABRAMS ROBIN ANN Director Jan 02 '25 Option Exercise 197.75 2,838 561,214 11,883 Jan 02 04:55 PM Snow Frederick Philip Chief Executive Officer Dec 02 '24 Option Exercise 164.90 3,000 494,700 19,616 Dec 02 04:54 PM Snow Frederick Philip Chief Executive Officer Dec 02 '24 Sale 489.18 3,000 1,467,540 16,616 Dec 02 04:54 PM Robie Robert J. EVP, Institutional Buyside Nov 12 '24 Option Exercise 315.36 4,009 1,264,259 6,059 Nov 13 04:07 PM Robie Robert J. EVP, Institutional Buyside Nov 12 '24 Sale 484.96 4,009 1,944,205 2,050 Nov 13 04:07 PM Costigan John Chief Data Officer Nov 11 '24 Option Exercise 221.88 779 172,845 1,921 Nov 12 04:32 PM Costigan John Chief Data Officer Nov 11 '24 Sale 481.00 1,622 780,174 299 Nov 12 04:32 PM Robie Robert J. Officer Nov 12 '24 Proposed Sale 484.89 4,009 1,943,924 Nov 12 03:38 PM Costigan John Officer Nov 11 '24 Proposed Sale 477.46 1,622 774,440 Nov 12 09:28 AM Snow Frederick Philip Chief Executive Officer Nov 01 '24 Option Exercise 164.90 3,000 494,700 15,987 Nov 04 06:42 PM Snow Frederick Philip Chief Executive Officer Nov 01 '24 Sale 453.68 3,000 1,361,040 12,987 Nov 04 06:42 PM Snow Frederick Philip Officer Nov 01 '24 Proposed Sale 4.54 3,000 13,610 Nov 01 10:06 AM