FactSet Research Systems Inc. (FDS)
Financials · NYQ
Price as at 1 Oct 2026, 11:36 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
FactSet Research Systems Inc. trades at $269.95, which is 52% above the $128.95 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 74 out of 100, which is a wide moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 17.3 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
FDS dividend history
Dividends per share by year
| Year | Total per share | Payments |
|---|---|---|
| 2026 (year to date) | $3.42 | 3 |
| 2025 | $4.34 | 4 |
| 2024 | $4.10 | 4 |
| 2023 | $3.83 | 4 |
| 2022 | $3.49 | 4 |
| 2021 | $3.23 | 4 |
| 2020 | $3.03 | 4 |
| 2019 | $2.80 | 4 |
| 2018 | $2.48 | 4 |
| 2017 | $2.18 | 4 |
| 2016 | $1.94 | 4 |
Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.
FDS earnings and analyst estimates
Recommendation mix, 18 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About FactSet Research Systems Inc.
FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. It offers data, products, and analytical applications; and workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. The company also provides subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research investment ideas, as well as analyze, monitor, and manage portfolios; and solutions covering investment lifecycle of investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, and reporting. In addition, it offers services through configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It operates in Europe, the Middle East, Africa, the Americas, the Asia Pacific, and internationally. The company serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. It has a strategic partnership with Google Cloud to create a new generation of AI-powered solutions for the financial industry. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
FDS passes 2 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
12 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$385.55M · 0.1% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$138.31M · 0.1% of book
- Marshall Wace, MARSHALL WACE, LLP$92.79M · 0.1% of book
- Joel Greenblatt, Gotham Asset Management, LLC$74.57M · 0.2% of book
- John Rogers, ARIEL INVESTMENTS, LLC$53.86M · 0.5% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in FDS
We hold 7 disclosed trades in FDS by members of Congress and executive-branch officials. The latest 5:
- Gilbert Cisneros · HouseSell · $1,001 - $15,000 · traded 15 May 2026 · disclosed 8 Jun 2026
- Gilbert Cisneros · HouseBuy · $1,001 - $15,000 · traded 13 Mar 2026 · disclosed 7 Apr 2026
- Gilbert Cisneros · HouseBuy · $1,001 - $15,000 · traded 18 Nov 2025 · disclosed 15 Dec 2025
- Byron Donalds · HouseSell · $1,001 - $15,000 · traded 13 Feb 2025 · disclosed 25 Mar 2025
- Byron Donalds · HouseSell · $1,001 - $15,000 · traded 13 Feb 2025 · disclosed 25 Mar 2025
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
FDS peers
The largest companies in the same industry (Financial Data & Stock Exchanges), then in the same sector.
- LSEG.L London Stock Exchange Group plc
- COIN Coinbase Global, Inc.
- VALU Value Line, Inc.
- BTOG Bit Origin Ltd
- INVE-B.ST Investor AB
- BRK-B Berkshire Hathaway Inc.
- JPM JPMorgan Chase & Co.
- V Visa Inc.
Every financials company we cover is on the Financials hub.
Common questions
Is FactSet Research Systems Inc. (FDS) undervalued?
Against our fair value estimate of $128.95, FDS at $269.95 is 52% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own FDS?
12 of the institutions we track reported a position in FDS in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is FDS's P/E ratio?
FDS trades at 17.3 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Does FactSet Research Systems Inc. (FDS) pay a dividend?
Yes. FactSet Research Systems Inc. yields 1.88% at the current share price. It has paid $4.52 per share over the trailing twelve months. It has paid a dividend in each of the last 27 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.
Where does SteadyShares get its FDS data?
Fundamentals for FDS come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 11:36 UTC and is delayed. Our data quality score for this company is 100/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for FDS, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.