Zacks Investment Research·2d ago
3 Stocks to Consider From the Booming Business Information IndustryAI, proprietary data and cloud platforms are reshaping business information services. FDS, VRSK and TRU are positioned to benefit.
FactSet's core subscription-based model continues to generate stable revenue growth, with total revenue reaching $622.9M in 2026Q3, a 3.0% increase year-over-year, driven by fee income constituting 99.9% of total revenue. However, persistent negative net inter...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 3.0% year-over-year to $622.9M in 2026Q3, with fee income at 99.9% of total revenue, but net income declined 9.5% year-over-year to $126.7M due to elevated provision expenses of $298.3M.
FactSet is trading below its intrinsic value, with one assessment placing it at $388.49 compared to a market price of $229.56. Its P/E ratio of 13.01x is significantly lower than its five-year average of 33.36x, indicating a potential buying opportunity.
FactSet is integrating AI into its solutions, enhancing its value proposition rather than being threatened by it. The company is developing AI-native banking solutions, positioning itself as a secure provider for Wall Street, which is crucial for banks concerned about data leaks.
FactSet boasts a client retention rate above 95%, indicating strong client loyalty. The company has shown consistent revenue growth, with a 7% year-over-year increase, and a solid return on equity of over 30%.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 1, 2026 | $4.53+1.8% vs $4.45 | $623M+0.8% vs $618M |
Q2 2026 Mar 31, 2026 | $4.46+1.8% vs $4.38 | $611M+1.0% vs $605M |
Q4 2025 Dec 18, 2025 | $4.51+3.4% vs $4.36 | $608M+1.1% vs $601M |
Q4 2025 Sep 18, 2025 | $4.05-1.9% vs $4.13 | $597M+0.7% vs $593M |
AI, proprietary data and cloud platforms are reshaping business information services. FDS, VRSK and TRU are positioned to benefit.
FactSet Research Systems Inc. (NYSE: FDS - Get Free Report) has been assigned a consensus rating of "Reduce" from the nineteen ratings firms that are presently covering the company, Marketbeat.com reports. Six research analysts have rated the stock with a sell rating, ten have assigned a hold rating, two have assigned a buy rating and one
NORWALK, Conn., Sept. 14, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a leading global intelligence and AI solutions provider to the financial markets, today announced that it will host an Investor Day on November 10, 2026, in New York City and via live webcast.
California State Teachers Retirement System raised its holdings in shares of FactSet Research Systems Inc. (NYSE: FDS) by 22,745.3% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,725,942 shares of the business services provider's stock after buying an additional 9,683,369 shares during
Benchmark FDS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for FactSet Research Systems Inc. (FDS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $276.42 | $9.83B | 17.78 | 6% | 25.72% | 29.13% | 1.51% | |
| $548.88 | $39.9B | 35.28 | 9.51% | 40.74% | — | — | |
| $152.93 | $86.25B | 26.50 | 9.27% | 30% | 13.78% | — | |
| $402.44 | $118.64B | 27.45 | 8.18% | 30.53% | 13.43% | — | |
| $469.24 | $81.27B | 34.33 | 9.37% | 34.25% | 76.44% | — | |
| $95.66 | $41.76B | 28.14 | 3% | 21.22% | 14.26% | — |
FactSet Research Systems Inc. (FDS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
FactSet Research Systems Inc. (FDS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 1, 2026·SEC
Apr 8, 2026·SEC
Mar 31, 2026·SEC
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FactSet Research Systems Inc. (FDS) stock FAQ — growth, dividends, profitability & financials explained
FactSet Research Systems Inc. (FDS) grew revenue by 6.0% over the past year. This is steady growth.
Yes, FactSet Research Systems Inc. (FDS) is profitable, generating $566.0M in net income for fiscal year 2025 (25.7% net margin).
Yes, FactSet Research Systems Inc. (FDS) pays a dividend with a yield of 1.51%. This makes it attractive for income-focused investors.
FactSet Research Systems Inc. (FDS) has a return on equity (ROE) of 29.1%. This is excellent, indicating efficient use of shareholder capital.
FactSet Research Systems Inc. (FDS) has a net interest margin (NIM) of -1.2%. NIM has been under pressure due to interest rate environment.
FactSet Research Systems Inc. (FDS) has an efficiency ratio of 20.5%. This is excellent, indicating strong cost control.
