FactSet Research Systems Inc. (FDS)

FactSet's stock price experienced a notable decline in the past year, falling from $466.03 on January 6, 2025, to $284.90 on January 2, 2026, representing a decrease of 38.87%. As of January 13, 2026, the stock price was around $291.77. Key events impacting the stock in the past six months include strong first-quarter results reported on December 18, 2025, with EPS of $4.51 and revenue reaching $607.62 million. FactSet announced meeting demand for AI-ready data and being the first to introduce Model Context Protocol (MCP) without an intermediary on December 16, 2025, and was tapped by Amazon for cloud-ready market intelligence on December 4, 2025. On December 3, 2025, FactSet and Arcesium debuted technology to unify front, middle, and back-office workflows. Several brokerage firms adjusted their ratings and price targets for FDS, and on January 7, 2026, director Robin Ann Abrams exercised options to acquire 2,572 shares of common stock.

FactSet Research Systems, Inc. operates on a subscription-based business model, which typically leads to recurring revenue and generally less exposure to significant demand seasonality compared to transactional businesses. The company's high customer retention rate further supports the notion of stable and consistent demand for its products and services. The core subscription model of FactSet suggests a relatively steady demand profile, reinforced by the company's history of consistent, subscription-driven growth.

FactSet Research Systems, Inc. (FDS) is a financial digital platform and enterprise solutions provider offering integrated financial information, analytical applications, and services to the global investment community. The company operates within the Financials sector, specifically in the Business Services & Supplies and Financial Data & Stock Exchanges industries. FactSet's major products and services include the FactSet Workstation, portfolio analytics, enterprise data solutions, and managed services. They also provide subscription-based financial data and market intelligence, enabling clients to research investment ideas, analyze, monitor, and manage portfolios. FactSet is also associated with the CUSIP Global Services (CGS) brand.

FactSet Research Systems, Inc. has a significant global presence, operating across the Americas, Europe, the Middle East, Africa (EMEA), and Asia Pacific regions. The company maintains 35 offices in 20 countries. Its headquarters are located in Norwalk, Connecticut, USA, with international headquarters in London, England, and Asia Pacific headquarters in Singapore. As of August 2025, the geographical distribution of net sales was 64.9% from the Americas, 25% from Europe/Middle East/Africa, and 10.1% from Asia/Pacific.

In the past year, FactSet has maintained a strong brand reputation, evidenced by its inclusion in Forbes' "Most Trusted Companies in America (2025)" at #125 within the Business Services & Supplies industry. Forbes also recognized FactSet in its Global 2000 (2025) for profits and market value, and among America's Best Companies (2025). The company boasts a high customer retention rate, reported at 91% for clients and over 95% for Annual Subscription Value (ASV) in Q1 2026, indicating strong client satisfaction and loyalty. FactSet has also demonstrated consistent growth in revenues and operating income over the past two decades. Recent positive developments include the company's focus on AI integration and cloud solutions, with its AI products showing over 100% usage growth quarter-on-quarter. Despite these positive indicators, the company's stock price experienced a substantial decline, and analyst ratings are mixed.

FactSet Research Systems, Inc. is predominantly owned by institutional investors, who collectively hold between approximately 81.29% and 99.60% of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Morgan Stanley, State Street Corp, Bamco Inc /ny/, Loomis Sayles & Co L P, and Wells Fargo & Company/mn. Vanguard Group Inc. is frequently cited as the largest single institutional shareholder. Individual ownership is significantly smaller, with insiders holding a minimal percentage, ranging from 0.41% to 1.20%. Nancy E. Blair is noted as the largest individual shareholder, owning 5.40 million shares, which represents 14.56% of the company. Charles J. Snyder is another significant individual owner.