FactSet Research Systems Inc. (FDS)

FactSet's stock price has declined in the past six months, with a share price of $286.49 as of September 30, 2025, a 37.03% decrease from October 1, 2024. Recent events include the Q4 Fiscal 2025 Earnings Report, which reported an EPS miss but a revenue beat. Several brokerages adjusted their ratings and price targets for FDS. The company announced a quarterly dividend of $1.10 per share. FactSet acquired LiquidityBook in February 2025. FactSet launched IntelligentCross's JumpStart functionality and integrated MarketAxess's AI-powered CP+ data into its workstation platform.

The search results do not offer explicit details on the demand seasonality for FactSet Research Systems, Inc.'s products and services. Financial information and analytics services tend to have relatively stable demand throughout the year due to ongoing market activity and the continuous need for data and analysis by financial professionals. The subscription-based model suggests a consistent revenue stream rather than highly seasonal fluctuations.

FactSet Research Systems Inc. is a global financial digital platform and enterprise solutions provider for the investment community, operating in the competitive financial information and analytics industry. Its subscription-based business model ensures recurring revenue and high client retention. FactSet's offerings include workstations, portfolio analytics, enterprise data solutions, and managed services, providing financial data and market intelligence. It serves a diverse clientele, including institutional asset managers, bankers, wealth managers, and private equity professionals.

FactSet Research Systems Inc. has a significant global presence with offices and data centers across the Americas, EMEA, and Asia Pacific regions. It operates across North, Central, and South America, Europe, the Middle East, Africa, Asia, and Australasia. The company's global headquarters is in Norwalk, Connecticut, with international headquarters in London and Singapore. FactSet has 35 offices in 20 countries. As of August 2024, net sales were distributed geographically as follows: Americas (64.4%), Europe/Middle East/Africa (25.6%), and Asia/Pacific (10%).

FactSet is recognized as a global provider of integrated financial information and analytical applications and was listed among the "Most Trusted Companies in America (2025)" and "America's Best Companies (2025)" by Forbes. The company focuses on integrating advanced technology, including AI and machine learning, to enhance its product offerings. Recent downgrades by brokerage firms and a miss on EPS estimates may slightly dampen market sentiment.

FactSet Research Systems Inc. has a diverse ownership structure, predominantly held by institutional investors, who own 94.17% of the stock. Company insiders hold 22.47%, and retail investors hold 0.00%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Morgan Stanley. The largest individual shareholder is Nancy E. Blair, owning 14.29% of the company.