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Last Close
Sep 15  •  04:00PM ET
344.43
Dollar change
-17.41
Percentage change
-4.81
%
IndexS&P 500 P/E24.86 EPS (ttm)13.85 Insider Own0.24% Shs Outstand37.86M Perf Week-8.24%
Market Cap13.02B Forward P/E18.87 EPS next Y18.25 Insider Trans-23.01% Shs Float37.71M Perf Month-8.14%
Enterprise Value14.27B PEG4.21 EPS next Q4.13 Inst Own95.96% Short Float5.58% Perf Quarter-17.97%
Income532.92M P/S5.69 EPS this Y3.82% Inst Trans-0.77% Short Ratio5.32 Perf Half Y-21.16%
Sales2.29B P/B6.05 EPS next Y6.88% ROA12.72% Short Interest2.10M Perf YTD-28.29%
Book/sh56.93 P/C35.14 EPS next 5Y5.91% ROE26.35% 52W High499.87 -31.10% Perf Year-21.28%
Cash/sh9.80 P/FCF22.59 EPS past 3/5Y10.32% 8.91% ROIC14.24% 52W Low360.82 -4.54% Perf 3Y-23.26%
Dividend Est.4.27 (1.24%) EV/EBITDA15.93 Sales past 3/5Y11.45% 8.95% Gross Margin53.33% Volatility3.17% 2.35% Perf 5Y6.77%
Dividend TTM4.28 (1.24%) EV/Sales6.24 EPS Y/Y TTM4.19% Oper. Margin31.33% ATR (14)9.35 Perf 10Y121.17%
Dividend Ex-DateAug 29, 2025 Quick Ratio1.47 Sales Y/Y TTM5.07% Profit Margin23.30% RSI (14)28.58 Recom3.23
Dividend Gr. 3/5Y8.31% 8.23% Current Ratio1.47 EPS Q/Q-5.34% SMA20-7.54% Beta0.83 Target Price422.67
Payout29.05% Debt/Eq0.75 Sales Q/Q5.94% SMA50-13.07% Rel Volume2.13 Prev Close361.84
Employees12398 LT Debt/Eq0.74 EarningsSep 18 BMO SMA200-21.53% Avg Volume395.65K Price344.43
IPOJun 28, 1996 Option/ShortYes / Yes EPS/Sales Surpr.-0.67% 0.82% Trades Volume842,596 Change-4.81%
Date Action Analyst Rating Change Price Target Change
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
Aug-13-24Initiated Wells Fargo Equal Weight $435
May-30-24Downgrade BofA Securities Neutral → Underperform $500 → $407
Apr-11-24Initiated Wolfe Research Underperform $430
Mar-22-24Downgrade Barclays Overweight → Equal Weight $480 → $460
Dec-08-23Downgrade Deutsche Bank Buy → Hold $471 → $480
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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
MCGONIGLE JAMES JDirectorJul 14 '25Option Exercise286.122,925836,8887,386Jul 15 04:52 PM
MCGONIGLE JAMES JDirectorJul 14 '25Sale451.392,9251,320,3104,461Jul 15 04:52 PM
MCGONIGLE JAMES JDirectorJul 14 '25Proposed Sale451.282,9251,319,994Jul 14 11:28 AM
Moskoff Gregory TMD,Controller and CAOJul 09 '25Option Exercise275.622,500689,0452,544Jul 10 05:32 PM
Moskoff Gregory TMD,Controller and CAOJul 09 '25Sale442.602,5001,106,50944Jul 10 05:32 PM
Ellis Christopher REVP, Initiatives & P'shipsJul 08 '25Option Exercise152.287,6061,158,24231,565Jul 09 07:54 PM
Ellis Christopher REVP, Initiatives & P'shipsJul 08 '25Sale446.847,6063,398,63823,952Jul 09 07:54 PM
Moskoff Gregory TOfficerJul 09 '25Proposed Sale444.572,5001,111,425Jul 09 10:32 AM
Ellis Christopher ROfficerJul 08 '25Proposed Sale446.537,6063,396,307Jul 08 11:01 AM
Snow Frederick PhilipChief Executive OfficerJul 01 '25Option Exercise152.283,000456,84019,616Jul 02 04:17 PM
Snow Frederick PhilipChief Executive OfficerJul 01 '25Sale445.123,0001,335,36016,616Jul 02 04:17 PM
Snow Frederick PhilipOfficerJul 01 '25Proposed Sale445.123,0001,335,360Jul 01 10:10 AM
Snow Frederick PhilipChief Executive OfficerJun 02 '25Option Exercise152.283,000456,84019,616Jun 02 05:29 PM
Snow Frederick PhilipChief Executive OfficerJun 02 '25Sale454.583,0001,363,74016,616Jun 02 05:29 PM
Snow Frederick PhilipOfficerJun 02 '25Proposed Sale431.093,0001,293,270Jun 02 09:49 AM
Snow Frederick PhilipChief Executive OfficerMay 01 '25Option Exercise152.283,000456,84019,616May 01 04:17 PM
Snow Frederick PhilipChief Executive OfficerMay 01 '25Sale431.093,0001,293,27016,616May 01 04:17 PM
Snow Frederick PhilipOfficerMay 01 '25Proposed Sale431.093,0001,293,270May 01 09:46 AM
Snow Frederick PhilipChief Executive OfficerApr 01 '25Option Exercise152.283,000456,84019,616Apr 02 04:53 PM
Snow Frederick PhilipChief Executive OfficerApr 01 '25Sale454.863,0001,364,58016,616Apr 02 04:53 PM
Snow Frederick PhilipOfficerApr 01 '25Proposed Sale454.863,0001,364,580Apr 01 09:45 AM
Moskoff Gregory TMD,Controller and CAOMar 24 '25Sale433.73363157,60444Mar 25 04:34 PM
Stepp Katherine MChief Technology Officer (CTO)Mar 21 '25Option Exercise221.881,480328,3822,337Mar 25 04:33 PM
Stepp Katherine MChief Technology Officer (CTO)Mar 21 '25Sale425.071,726733,561612Mar 25 04:33 PM
Moskoff Gregory TOfficerMar 24 '25Proposed Sale436.10363158,304Mar 24 02:46 PM
Stepp Katherine MOfficerMar 21 '25Proposed Sale434.201,725749,000Mar 21 09:26 AM
Snow Frederick PhilipChief Executive OfficerMar 03 '25Option Exercise152.283,000456,84019,616Mar 03 04:29 PM
Snow Frederick PhilipChief Executive OfficerMar 03 '25Sale464.793,0001,394,37016,616Mar 03 04:29 PM
Snow Frederick PhilipChief Executive OfficerFeb 03 '25Option Exercise152.283,000456,84019,616Feb 03 05:15 PM
Snow Frederick PhilipChief Executive OfficerFeb 03 '25Sale469.143,0001,407,42016,616Feb 03 05:15 PM
Snow Frederick PhilipChief Executive OfficerJan 02 '25Option Exercise152.283,000456,84019,616Jan 03 04:42 PM
Snow Frederick PhilipChief Executive OfficerJan 02 '25Sale484.333,0001,452,99016,616Jan 03 04:42 PM
ABRAMS ROBIN ANNDirectorJan 02 '25Option Exercise197.752,838561,21411,883Jan 02 04:55 PM
Snow Frederick PhilipChief Executive OfficerDec 02 '24Option Exercise164.903,000494,70019,616Dec 02 04:54 PM
Snow Frederick PhilipChief Executive OfficerDec 02 '24Sale489.183,0001,467,54016,616Dec 02 04:54 PM
Robie Robert J.EVP, Institutional BuysideNov 12 '24Option Exercise315.364,0091,264,2596,059Nov 13 04:07 PM
Robie Robert J.EVP, Institutional BuysideNov 12 '24Sale484.964,0091,944,2052,050Nov 13 04:07 PM
Costigan JohnChief Data OfficerNov 11 '24Option Exercise221.88779172,8451,921Nov 12 04:32 PM
Costigan JohnChief Data OfficerNov 11 '24Sale481.001,622780,174299Nov 12 04:32 PM
Robie Robert J.OfficerNov 12 '24Proposed Sale484.894,0091,943,924Nov 12 03:38 PM
Costigan JohnOfficerNov 11 '24Proposed Sale477.461,622774,440Nov 12 09:28 AM
Snow Frederick PhilipChief Executive OfficerNov 01 '24Option Exercise164.903,000494,70015,987Nov 04 06:42 PM
Snow Frederick PhilipChief Executive OfficerNov 01 '24Sale453.683,0001,361,04012,987Nov 04 06:42 PM
Snow Frederick PhilipOfficerNov 01 '24Proposed Sale4.543,00013,610Nov 01 10:06 AM
Snow Frederick PhilipChief Executive OfficerOct 01 '24Option Exercise164.903,000494,70015,987Oct 01 05:14 PM
Snow Frederick PhilipChief Executive OfficerOct 01 '24Sale455.093,0001,365,27012,987Oct 01 05:14 PM
Snow Frederick PhilipOfficerOct 01 '24Proposed Sale455.093,0001,365,270Oct 01 09:42 AM
MCGONIGLE JAMES JDirectorSep 26 '24Option Exercise202.575,4101,095,88210,693Sep 27 05:18 PM
MCGONIGLE JAMES JDirectorSep 26 '24Sale456.835,4102,471,4655,283Sep 27 05:18 PM
Frank MalcolmDirectorSep 26 '24Option Exercise197.752,838561,2143,355Sep 27 05:15 PM
Frank MalcolmDirectorSep 26 '24Sale457.852,8381,299,387517Sep 27 05:15 PM
SIEGEL LAURIEDirectorSep 26 '24Option Exercise197.751,338264,5902,097Sep 27 05:13 PM
SIEGEL LAURIEDirectorSep 26 '24Sale459.851,338615,277759Sep 27 05:13 PM
Ellis Christopher REVP, Initiatives & P'shipsSep 26 '24Option Exercise169.8613,9522,369,90837,467Sep 27 05:11 PM
Ellis Christopher REVP, Initiatives & P'shipsSep 26 '24Sale456.1513,9526,364,20523,515Sep 27 05:11 PM
Ellis Christopher ROfficerSep 26 '24Proposed Sale460.0113,9526,418,000Sep 26 12:19 PM
MCGONIGLE JAMES JDirectorSep 26 '24Proposed Sale470.065,4102,543,000Sep 26 12:03 PM
SIEGEL LAURIEDirectorSep 26 '24Proposed Sale468.491,338626,840Sep 26 11:05 AM
Frank MalcolmDirectorSep 26 '24Proposed Sale468.492,8381,329,575Sep 26 11:04 AM