FactSet Research Systems Inc. (FDS)

FactSet's stock price has experienced a significant decline over the past year. In Q1 Fiscal Year 2026, FactSet reported earnings that beat analysts' estimates. The company has set its fiscal year 2026 guidance at $16.90-$17.60 EPS. FactSet announced a share buyback plan of $600 million. FactSet maintains a steady quarterly dividend payout of $1.10 per share. Insider selling activity has been noted, but there was also an insider purchase. FactSet has a consensus rating of "Reduce" from analysts. Information services stocks, including FactSet, experienced share price declines due to fears that AI-enabled solutions could compete with their products.

Demand seasonality for FactSet Research Systems, Inc.'s products and services shows that Annual Subscription Value (ASV) additions in the first fiscal quarter are typically the lowest of the year. The company anticipates that growth will be weighted towards the second half of the fiscal year.

FactSet Research Systems, Inc. is an American financial data and software company operating as a financial digital platform and enterprise solutions provider for the global investment community. Headquartered in Norwalk, Connecticut, it operates within the Financial Services sector, specifically in the Capital Markets industry. FactSet's products and services support investment workflows, research, portfolio management, and risk assessment, including workstations, portfolio analytics, enterprise data solutions, and managed services. The company provides subscription-based financial data and market intelligence and serves a diverse clientele.

FactSet Research Systems, Inc. has a broad global presence, operating through a network of offices and data centers across the Americas, EMEA, and Asia Pacific regions. Its operations span North, Central, and South America, Europe, the Middle East, Africa, Asia, and Australasia. As of August 2025, the company's net sales were geographically distributed as follows: Americas (64.9%), Europe/Middle East/Africa (25%), and Asia/Pacific (10.1%).

FactSet maintains a strong brand reputation, evidenced by its commitment to data quality, innovative technology, and exceptional client service. FactSet is investing in and integrating Generative AI across its platform. The company is launching new workflow solutions to drive productivity and efficiency for clients. FactSet is experiencing strong momentum in managed services. A significant initiative involves a partnership with JPMorgan Security Services. The acquisition of ON aims to enhance FactSet's offerings for Investor Relations professionals. The company reported improved client retention to 92% year-over-year in Q1 2022.

FactSet Research Systems Inc.'s ownership is heavily dominated by institutional investors, who collectively hold approximately 94.02% of the company's stock. Major institutional owners include Vanguard Group Inc and BlackRock, Inc.. Key individual owners include Nancy E. Blair, who holds 14.56% of the company's shares, and Charles J. Snyder, one of the co-founders, with 5.26%.