Index S&P 500
P/E 35.36
EPS (ttm) 13.91
Insider Own 0.24%
Shs Outstand 37.95M
Perf Week 2.78%
Market Cap 18.68B
Forward P/E 26.33
EPS next Y 18.67
Insider Trans -35.90%
Shs Float 37.90M
Perf Month 1.53%
Income 537.13M
PEG 3.72
EPS next Q 4.28
Inst Own 96.03%
Short Float 6.17%
Perf Quarter 10.40%
Sales 2.20B
P/S 8.48
EPS this Y 4.59%
Inst Trans -0.16%
Short Ratio 9.08
Perf Half Y 22.07%
Book/sh 50.39
P/B 9.76
EPS next Y 8.52%
ROA 13.40%
Short Interest 2.34M
Perf Year 8.49%
Cash/sh 12.97
P/C 37.92
EPS next 5Y 9.50%
ROE 30.41%
52W Range 391.84 - 499.87
Perf YTD 3.07%
Dividend Est. 4.22 (0.86%)
P/FCF 30.39
EPS past 5Y 8.91%
ROI 16.12%
52W High -1.64%
Beta 0.76
Dividend TTM 4.10 (0.83%)
Quick Ratio 1.25
Sales past 5Y 9.04%
Gross Margin 54.07%
52W Low 25.48%
ATR (14) 7.51
Dividend Ex-Date Nov 29, 2024
Current Ratio 1.25
EPS Y/Y TTM 15.19%
Oper. Margin 32.34%
RSI (14) 60.48
Volatility 1.54% 1.63%
Employees 12398
Debt/Eq 0.82
Sales Y/Y TTM 5.64%
Profit Margin 24.38%
Recom 3.30
Target Price 475.44
Option/Short Yes / Yes
LT Debt/Eq 0.74
EPS Q/Q 38.47%
Payout 29.05%
Rel Volume 0.51
Prev Close 490.04
Sales Surprise 2.77%
EPS Surprise 3.39%
Sales Q/Q 4.93%
Earnings Dec 19 BMO
Avg Volume 257.57K
Price 491.69
SMA20 1.20%
SMA50 3.89%
SMA200 11.36%
Trades
Volume 25,422
Change 0.34%
Date
Action
Analyst
Rating Change
Price Target Change
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
Dec-14-21 Upgrade
Northcoast
Sell → Neutral
Sep-30-21 Upgrade
UBS
Sell → Neutral
$303 → $415
Aug-25-21 Upgrade
Barclays
Equal Weight → Overweight
$340 → $450
Jul-08-21 Initiated
RBC Capital Mkts
Outperform
$375
Show Previous Ratings
Dec-07-24 07:00AM
(The Wall Street Journal)
Dec-06-24 03:58PM
(The Wall Street Journal)
02:34PM
(The Wall Street Journal)
05:20AM
(Private Banker International)
02:06AM
(The Wall Street Journal)
04:03PM
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Dec-05-24 04:03PM
(The Wall Street Journal)
02:28PM
(The Wall Street Journal)
08:00AM
Dec-02-24 05:07PM
(The Wall Street Journal)
08:00AM
Nov-29-24 09:00PM
(The Wall Street Journal)
02:16PM
(The Wall Street Journal)
Nov-27-24 04:40PM
(The Wall Street Journal)
Nov-21-24 08:00AM
Nov-20-24 07:00AM
07:35AM
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Nov-15-24 07:35AM
Nov-14-24 07:00AM
Nov-07-24 07:00AM
Oct-31-24 09:06PM
Oct-30-24 01:04AM
Oct-28-24 11:29PM
04:30PM
Oct-16-24 03:02PM
Oct-08-24 08:10AM
Oct-02-24 01:14PM
Sep-25-24 08:00AM
Sep-20-24 03:01AM
02:03AM
(Thomson Reuters StreetEvents)
Sep-19-24 02:07PM
(Morningstar Research) +5.07%
09:30AM
09:11AM
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09:11AM
08:10AM
07:49AM
07:00AM
Sep-18-24 09:00AM
Sep-16-24 07:18PM
09:15AM
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Sep-04-24 09:45AM
Aug-28-24 07:00AM
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Aug-13-24 09:45AM
03:01AM
Aug-05-24 11:30AM
07:00AM
Jul-31-24 10:31AM
Jul-29-24 10:52AM
Jul-23-24 09:25AM
(The Wall Street Journal)
08:30AM
Jul-22-24 09:50AM
Jul-17-24 08:18AM
Jul-11-24 09:45AM
Jul-05-24 08:27AM
Jul-04-24 01:02AM
Jun-28-24 09:50AM
09:42AM
Jun-27-24 11:37AM
Jun-24-24 08:02AM
Jun-22-24 04:10AM
(Thomson Reuters StreetEvents)
Jun-21-24 05:05PM
01:58PM
01:00PM
11:53AM
10:08AM
09:33AM
09:30AM
09:29AM
08:19AM
08:10AM
07:00AM
Jun-18-24 09:46AM
Jun-17-24 09:15AM
Jun-14-24 10:00AM
Jun-12-24 09:00AM
Jun-04-24 12:10PM
Jun-01-24 08:47PM
08:46PM
May-29-24 07:51PM
May-28-24 07:00AM
May-17-24 08:02PM
May-16-24 07:01PM
01:00PM
May-14-24 06:05AM
May-10-24 05:07PM
May-06-24 05:06PM
12:00PM
08:35AM
May-02-24 07:00AM
May-01-24 04:57PM
Apr-30-24 08:00AM
Apr-04-24 01:02AM
Apr-02-24 12:18AM
Mar-25-24 01:31PM
09:15AM
Mar-22-24 02:54PM
12:50AM
(Thomson Reuters StreetEvents)
Mar-21-24 04:44PM
02:01PM
11:53AM
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
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 Harding Catrina Chief People Officer Aug 05 '24 Sale 407.96 453 184,806 760 Oct 29 06:01 PM Snow Frederick Philip Chief Executive Officer Oct 01 '24 Option Exercise 164.90 3,000 494,700 15,987 Oct 01 05:14 PM Snow Frederick Philip Chief Executive Officer Oct 01 '24 Sale 455.09 3,000 1,365,270 12,987 Oct 01 05:14 PM Snow Frederick Philip Officer Oct 01 '24 Proposed Sale 455.09 3,000 1,365,270 Oct 01 09:42 AM MCGONIGLE JAMES J Director Sep 26 '24 Option Exercise 202.57 5,410 1,095,882 10,693 Sep 27 05:18 PM MCGONIGLE JAMES J Director Sep 26 '24 Sale 456.83 5,410 2,471,465 5,283 Sep 27 05:18 PM Frank Malcolm Director Sep 26 '24 Option Exercise 197.75 2,838 561,214 3,355 Sep 27 05:15 PM Frank Malcolm Director Sep 26 '24 Sale 457.85 2,838 1,299,387 517 Sep 27 05:15 PM SIEGEL LAURIE Director Sep 26 '24 Option Exercise 197.75 1,338 264,590 2,097 Sep 27 05:13 PM SIEGEL LAURIE Director Sep 26 '24 Sale 459.85 1,338 615,277 759 Sep 27 05:13 PM Ellis Christopher R EVP, Initiatives & P'ships Sep 26 '24 Option Exercise 169.86 13,952 2,369,908 37,467 Sep 27 05:11 PM Ellis Christopher R EVP, Initiatives & P'ships Sep 26 '24 Sale 456.15 13,952 6,364,205 23,515 Sep 27 05:11 PM Ellis Christopher R Officer Sep 26 '24 Proposed Sale 460.01 13,952 6,418,000 Sep 26 12:19 PM MCGONIGLE JAMES J Director Sep 26 '24 Proposed Sale 470.06 5,410 2,543,000 Sep 26 12:03 PM SIEGEL LAURIE Director Sep 26 '24 Proposed Sale 468.49 1,338 626,840 Sep 26 11:05 AM Frank Malcolm Director Sep 26 '24 Proposed Sale 468.49 2,838 1,329,575 Sep 26 11:04 AM Snow Frederick Philip Chief Executive Officer Sep 03 '24 Option Exercise 164.90 3,000 494,700 15,915 Sep 03 04:50 PM Snow Frederick Philip Chief Executive Officer Sep 03 '24 Sale 416.59 3,000 1,249,770 12,915 Sep 03 04:50 PM Snow Frederick Philip Officer Sep 03 '24 Proposed Sale 416.59 3,000 1,249,770 Sep 03 10:15 AM Snow Frederick Philip Chief Executive Officer Aug 01 '24 Option Exercise 164.90 3,000 494,700 15,915 Aug 01 04:57 PM Snow Frederick Philip Chief Executive Officer Aug 01 '24 Sale 412.75 3,000 1,238,250 12,915 Aug 01 04:57 PM Snow Frederick Philip Officer Aug 01 '24 Proposed Sale 412.75 3,000 1,238,250 Aug 01 10:01 AM Snow Frederick Philip Chief Executive Officer Jul 01 '24 Option Exercise 164.90 3,000 494,700 15,915 Jul 01 04:26 PM Snow Frederick Philip Chief Executive Officer Jul 01 '24 Sale 408.98 3,000 1,226,940 12,915 Jul 01 04:26 PM ABRAMS ROBIN ANN Director Jun 25 '24 Sale 420.71 2,375 999,186 9,193 Jun 25 04:23 PM Stepp Katherine M Chief Technology Officer (CTO) Jun 24 '24 Option Exercise 189.98 1,057 200,809 1,744 Jun 24 04:53 PM Stepp Katherine M Chief Technology Officer (CTO) Jun 24 '24 Sale 428.42 1,057 452,840 687 Jun 24 04:53 PM Snow Frederick Philip Chief Executive Officer Jun 03 '24 Option Exercise 164.90 3,000 494,700 15,915 Jun 03 04:15 PM Snow Frederick Philip Chief Executive Officer Jun 03 '24 Sale 400.00 3,000 1,200,000 12,915 Jun 03 04:15 PM Skoko Goran EVP, Dealmakers & Wealth May 15 '24 Sale 445.81 1,500 668,715 3,762 May 16 04:09 PM Skoko Goran EVP, Dealmakers & Wealth May 10 '24 Option Exercise 189.98 6,215 1,180,726 11,477 May 10 05:02 PM Skoko Goran EVP, Dealmakers & Wealth May 10 '24 Sale 436.40 6,215 2,712,195 5,262 May 10 05:02 PM Robie Robert J. EVP, Institutional Buyside May 06 '24 Option Exercise 234.63 3,466 813,223 5,821 May 06 05:04 PM Robie Robert J. EVP, Institutional Buyside May 06 '24 Sale 431.48 4,336 1,870,897 1,485 May 06 05:04 PM Skoko Goran EVP, Dealmakers & Wealth May 03 '24 Option Exercise 152.28 4,106 625,262 9,368 May 06 05:03 PM Skoko Goran EVP, Dealmakers & Wealth May 03 '24 Sale 428.57 4,106 1,759,710 5,262 May 06 05:03 PM Shan Helen L. EVP, Chief Revenue Officer May 03 '24 Option Exercise 0.00 1,807 0 5,084 May 06 04:13 PM Snow Frederick Philip Chief Executive Officer May 01 '24 Option Exercise 164.90 3,000 494,700 15,915 May 01 04:07 PM Snow Frederick Philip Chief Executive Officer May 01 '24 Sale 415.26 3,000 1,245,780 12,915 May 01 04:07 PM Moskoff Gregory T MD,Controller and CAO Apr 30 '24 Sale 419.50 330 138,435 72 Apr 30 04:50 PM Snow Frederick Philip Chief Executive Officer Apr 01 '24 Option Exercise 164.90 3,000 494,700 15,915 Apr 01 05:10 PM Snow Frederick Philip Chief Executive Officer Apr 01 '24 Sale 452.10 3,000 1,356,300 12,915 Apr 01 05:10 PM Snow Frederick Philip Chief Executive Officer Mar 01 '24 Option Exercise 164.90 3,000 494,700 15,915 Mar 01 04:02 PM Snow Frederick Philip Chief Executive Officer Mar 01 '24 Sale 461.55 3,000 1,384,650 12,915 Mar 01 04:02 PM Stern Rachel Rebecca EVP, Chief Legal Officer Feb 02 '24 Option Exercise 221.88 9,247 2,051,724 11,297 Feb 05 03:30 PM Stern Rachel Rebecca EVP, Chief Legal Officer Feb 02 '24 Sale 480.19 9,247 4,440,317 2,050 Feb 05 03:30 PM Snow Frederick Philip Chief Executive Officer Feb 01 '24 Option Exercise 164.90 3,000 494,700 15,915 Feb 01 04:04 PM Snow Frederick Philip Chief Executive Officer Feb 01 '24 Sale 476.02 3,000 1,428,060 12,915 Feb 01 04:04 PM ABRAMS ROBIN ANN Director Jan 02 '24 Option Exercise 170.24 3,086 525,361 11,338 Jan 03 04:06 PM Snow Frederick Philip Chief Executive Officer Jan 02 '24 Option Exercise 164.90 3,000 494,700 15,915 Jan 03 04:04 PM Snow Frederick Philip Chief Executive Officer Jan 02 '24 Sale 450.50 3,000 1,351,500 12,915 Jan 03 04:04 PM SIEGEL LAURIE Director Dec 28 '23 Option Exercise 197.75 1,500 296,625 2,095 Dec 29 04:09 PM SIEGEL LAURIE Director Dec 28 '23 Sale 475.84 1,500 713,760 595 Dec 29 04:09 PM Stepp Katherine M Chief Technology Officer (CTO) Dec 26 '23 Option Exercise 152.28 1,014 154,412 1,701 Dec 27 04:38 PM Stepp Katherine M Chief Technology Officer (CTO) Dec 26 '23 Sale 469.25 1,014 475,820 687 Dec 27 04:38 PM Stern Rachel Rebecca EVP, Chief Legal Officer Dec 21 '23 Option Exercise 189.98 6,215 1,180,726 8,265 Dec 26 04:08 PM Stern Rachel Rebecca EVP, Chief Legal Officer Dec 21 '23 Sale 462.11 6,215 2,872,013 2,050 Dec 26 04:08 PM Robie Robert J. EVP, Institutional Buyside Dec 21 '23 Option Exercise 202.15 4,519 913,504 6,874 Dec 26 04:06 PM Robie Robert J. EVP, Institutional Buyside Dec 21 '23 Sale 461.30 4,519 2,084,633 2,355 Dec 26 04:06 PM Ellis Christopher R EVP, Initiatives & P'ships Dec 20 '23 Option Exercise 131.31 9,291 1,220,001 32,724 Dec 21 06:02 PM Ellis Christopher R EVP, Initiatives & P'ships Dec 20 '23 Sale 450.76 9,291 4,188,017 23,433 Dec 21 06:02 PM
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