FactSet Research Systems Inc.
FDS · NYSE
Company research
FactSet Research Systems Inc. (NYSE: FDS) is a global financial digital platform and enterprise solutions provider headquartered in Norwalk, Connecticut, founded in 1978. The company delivers a comprehensive suite of integrated financial data, analytics, and software solutions to over 9,000 clients and 240,000 users worldwide, serving portfolio managers, investment bankers, wealth advisors, risk analysts, and corporate clients across the Americas, EMEA, and Asia Pacific regions. FactSet's flexible, open technology platform supports the full investment lifecycle — from idea generation and research to trade execution, risk management, and performance reporting — with revenue primarily derived from subscriptions to workstations, analytics, enterprise data, and research management tools. As an S&P 500 constituent with approximately 12,600 full-time employees, FactSet has expanded its capabilities through strategic acquisitions, including Portware (2015), BISAM (2017), and CUSIP Global Services (2022), reinforcing its position as a leading provider of financial intelligence solutions.
Research reports
Ultra Stock Analysis Pro · July 5, 2026FactSet Research Systems Inc. (FDS) – Comprehensive Stock Analysis Report
Algorithmic report rates FDS as WAIT/HOLD, noting strong profitability and discounted forward P/E but highlighting a weak, consolidating trend, modest upside to the consensus price target and elevated volatility, so it recommends maintaining existing positions with disciplined stop-losses rather than initiating aggressive new buys.
Sure Dividend · April 30, 2026FactSet Research Systems, Inc. (FDS) – Sure Dividend Research ReportFundamental deep-dive views FDS as a high-quality financial data provider with solid EPS and dividend growth, argues shares are very undervalued versus a long-run P/E fair-value target, and assigns a Buy rating based on an 8.5% annual EPS growth forecast, strong free cash flow and a projected 5-year total return around 28% despite margin compression and competitive pressures.
Ultra Stock Analysis Pro · April 4, 2026FactSet Research Systems Inc. (FDS) – Analyst ReportQuantitative analyst report assigns FDS a HOLD rating with no active position, citing moderate revenue growth, strong operating margins and very high institutional ownership but a zero-point technical confluence score, neutral risk/reward profile and elevated short interest, leading to a recommendation to wait on the sidelines until a higher-conviction technical setup emerges.