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FactSet Research Systems Inc.

FDS · NYSE

Market closed$258.09$-4.37 (-1.67%)After hours $264.17 · +2.36%

Key statistics

Previous close$262.46
Open$262.32
Day high$269.79
Day low$255.48
52-week high$439.11
52-week low$185.00
Market cap9.18B
Volume730.56K
Average volume929.76K
P/E ratio14.71
Forward P/E—
EPS17.55
Dividend yield+1.73%

Market context

Why it moved

FDS declined as broader market caution prevailed amid geopolitical tensions, elevated interest rates, and seasonal volatility concerns, weighing on financial data and analytics stocks despite FactSet's otherwise steady subscription revenue fundamentals.

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What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026FactSet Research Systems declined on a risk-off trading day dominated by tech sector weakness, with the S&P 500 and Nasdaq under pressure from escalating U.S.-Iran tensions and a broad semiconductor selloff. Despite the session's pullback, the stock has rallied ~10.8% since its Q1 earnings report—which showed 6.4% revenue growth and a slight beat on analyst estimates—and a Seeking Alpha analysis recently flagged FDS as still undervalued at a ~44% discount to a $445 fair value estimate, citing AI-enhanced product development as a key growth driver. BMO Capital raised its price target to $282 from $275 (maintaining Market Perform), and after-hours trading showed shares rebounding 2.36% to $264.17, outpacing the broader XLF financial sector ETF's modest after-hours gain of 0.25%.

-1.665

July 17, 2026FactSet Research Systems advanced sharply, recovering from a 4% drop the prior session, as investors responded to the company's Q3 fiscal 2026 earnings report and a high-profile AI partnership with Google Cloud. The quarter showed revenue of $622.92 million alongside softer net income, with management reaffirming full-year guidance — a signal of confidence despite elevated cloud and AI-related spending. The Google Cloud deal, which embeds Gemini-powered agents into FactSet's Workstation platform, is seen as a key catalyst for the company's long-term AI-driven growth story under new CEO Sanoke Viswanathan. A Seeking Alpha analysis highlighted FDS as still undervalued at a 44% discount to a fair value estimate of $445 per share, while the stock remains down roughly 43% over the past 12 months. In after-hours trading, shares gave back some of the day's gains, slipping about 1.6% to near $258, even as the broader financial sector held steady near 52-week highs.

4.4866

July 16, 2026FactSet Research Systems edged lower, giving back some of the prior session's 6.5% surge, as investors weighed its Q3 fiscal 2026 results — which showed higher revenue of $622.9M but softer net income — alongside a new AI partnership with Google Cloud and a completed $506M share buyback. Rothschild & Co Redburn raised its price target to $225 (from $215) while maintaining a Sell rating, while the broader analyst consensus sits at Hold with a mean target of $271. IBM's warnings about AI spending crowding out software budgets added sector-wide pressure on financial data and software names.

-0.5621

July 11, 2026FactSet Research Systems rebounded, gaining over 2%, partially recovering from a steep post-earnings selloff that saw the stock drop roughly 4% on July 8–9. The recovery comes as investors reassess the company's fiscal Q3 results — revenue of $622.9 million beat expectations, and new AI partnerships with Google Cloud and TIFIN.AI have drawn renewed attention to its growth narrative. One analyst (SimplyWallSt) pegs fair value at $313.99, implying significant upside, while analyst sentiment remains mixed with a median price target of $240 and Barclays carrying a below-market target of $216. After-hours, shares slipped modestly to around $245.

2.1538

July 9, 2026FactSet Research Systems declined after a wave of post-earnings analyst pressure, with firms including Goldman Sachs (Sell, $236 target), Wells Fargo (Underweight, $210), Barclays (Sell, $216), and Morgan Stanley (Equalweight, $230) maintaining cautious ratings following mixed fiscal Q3 2026 results that showed higher revenue but lower net income. The sell-off was compounded by broad macro headwinds—escalating U.S.-Iran tensions revived oil and inflation fears, weighing on equities—while FactSet's AI expansion push and increased spending drew scrutiny over margin sustainability.

-2.3888

July 9, 2026FactSet Research Systems fell roughly 4% as a broad market risk-off selloff — triggered by President Trump declaring the U.S.-Iran ceasefire 'over' and sending oil prices surging over 5% — weighed on financial data stocks. The decline came despite a largely constructive post-earnings backdrop: FactSet reported solid fiscal Q3 2026 results on July 1, with revenues up 6.4% to $622.9M, reaffirmed full-year guidance, and expanded its AI offerings via Google Cloud and TIFIN.AI partnerships, though GAAP margins contracted and analysts remain divided, with price targets ranging from bearish ($210, Wells Fargo) to bullish ($389, Autonomous Research).

-4.0573

July 8, 2026FactSet Research Systems rose on continued positive momentum following its fiscal Q3 2026 earnings report, which showed 6.4% revenue growth to $622.9 million and a 7.1% organic ASV gain, while reaffirming full-year guidance. Investor sentiment was further bolstered by Autonomous Research raising its price target to $389 and a broader AI capital allocation narrative — the company deepened partnerships with Google Cloud and TIFIN.AI — even as margin pressure from higher compensation and tech costs kept some analysts cautious, with Barclays and Goldman Sachs maintaining Sell ratings.

2.4187

July 3, 2026FactSet Research Systems rose nearly 2% after its fiscal Q3 2026 earnings report — released July 1 — beat estimates on both revenue ($622.9M vs. $618.3M expected) and adjusted EPS ($4.53 vs. $4.46), with organic ASV growth accelerating to 7.1% for a fifth consecutive quarter of upside. Investor enthusiasm was further fueled by AI momentum: ~90% of FactSet's top 50 clients now use four or more AI products, AI contributed over 10% to ASV growth, and MCP platform adoption surpassed 550 clients post-quarter. A strategic Google Cloud partnership to embed Gemini AI into FactSet Workstation and a new TIFIN.AI deal for wealth management workflows added to the bullish narrative. A wave of analyst price target increases followed earnings — with BMO, Evercore, Deutsche Bank, Jefferies, and others raising targets — though most firms maintained neutral ratings amid margin concerns, as adjusted EBITDA declined 6.7% due to higher compensation and technology costs. Management reaffirmed full-year guidance and indicated results are tracking toward the high end of both revenue and EPS ranges.

1.8489

marketscreener.com · July 17, 2026BMO Capital Adjusts FactSet Research Systems PT to $282 From $275, Maintains Market Perform RatingSeeking Alpha · July 16, 202610.9% Run Up, But Still Undervalued: Factset (NYSE:FDS)Moomoo · July 15, 2026Rothschild & Co Redburn Adjusts FactSet Research Systems PT to $225 From $215, Keeps Sell RatingSimply Wall Street · July 14, 2026Is FactSet’s AI Pact With Google Cloud and Buybacks Altering The Investment Case For FDS?Moomoo · July 2, 2026A Quick Look at Today's Ratings for FactSet Research Systems(FDS.US), With a Forecast Between $200 to $275Quiver Quantitative · May 5, 2026FactSet slides as new Wall Street AI agents raise competition concernsTradingView · March 9, 2026Reasons Why You Should Retain FactSet Stock in Your PortfolioInvesting.com · February 10, 2026Moody’s and FactSet stocks slide on S&P Global’s weak 2026 outlook
Mt Newswire · July 17, 2026BMO Capital Adjusts FactSet Research Systems PT to $282 From $275, Maintains Market Perform Rating
Mt Newswire · July 15, 2026Rothschild & Co Redburn Adjusts FactSet Research Systems PT to $225 From $215, Keeps Sell Rating
Mt Newswire · July 6, 2026Autonomous Research Adjusts Price Target on FactSet Research Systems to $389 From $385
Benzinga · July 6, 2026Barclays Maintains Underweight on FactSet Research Systems, Raises Price Target to $216
Benzinga · July 2, 2026Jefferies Maintains Hold on FactSet Research Systems, Raises Price Target to $253
Benzinga · July 2, 2026These Analysts Revise Their Forecasts On FactSet Research After Q3 Results
Benzinga · July 2, 2026FactSet Research Systems: Rising AI Adoption Bodes Well for Subscription Value Growth, Says Analyst
Benzinga · July 2, 2026B of A Securities Maintains Underperform on FactSet Research Systems, Raises Price Target to $210

Peers

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