Where it trades today
trading 73% of the way up its 52-week range
How the price has moved
What to weigh before acting
What Matters Now
- Credit quality, deposit stability, and how management navigates the rate cycle usually drive the next rerating.
- FDS trades at 18.7x earnings, well above the financial services average of 12.5x, so the market is already pricing in above-consensus execution.
- Recent realized volatility is running around 45.9%, above the sector norm of 24.0%, so position sizing matters more than usual.
- Relative performance versus JPM, BAC, WFC matters here because leadership inside financial services rarely stays static for long.
Portfolio Use Case
- FDS is more useful for investors comparing conviction names inside financial services than for someone looking for a passive “set and forget” holding.
- The beta profile suggests it can fit a quality or lower-volatility sleeve more naturally than a high-octane tactical basket.
- The stock becomes more useful when paired with an explicit catalyst watchlist, because sector sentiment can shift quickly around policy, rates, or pipeline news.
What Would Change the View
- A reset in earnings expectations or a faster peer catch-up could compress the premium valuation currently embedded in FDS.
- Volatility is already above the sector norm, so even a correct long-term thesis can be painful if the position size is too aggressive.
- The view would need revisiting if peers such as JPM, BAC, WFC start winning the marginal flow or posting cleaner operating momentum.
Methodology
- Price, market cap, beta, yield, and liquidity fields for FDS come from Yahoo Finance quote and summary data.
- 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
- Sector context uses stored benchmark averages for Financial Services so each page compares the ticker against a stable peer baseline rather than against the whole market.
- Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as JPM, BAC, WFC.
Sources
- Yahoo Finance quote dataopen →
Live quote, valuation, beta, yield, and volume fields used for FDS. Last refresh: Sep 18, 2026, 10:56 PM.
- Portfolio Terminal methodologyopen →
Explains how analytics, refresh cadence, and portfolio interpretation work across the product.
- Peer set and coverage context
Comparative context for this page is anchored around nearby tracked names such as JPM, BAC, WFC.
What FactSet Research does
FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. It offers data, products, and analytical applications; and workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. The company also provides subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research investment ideas, as well as analyze, monitor, and manage portfolios; and solutions covering investment lifecycle of investment research, portfolio…
Employees
12,694
Industry
Financial Data & Stock Exchanges
Headquarters
Norwalk, United States
What analysts expect
FDS carries a hold consensus from 16 analysts, with an average price target of $266.75 versus $283.83 today (-6.0%). Targets are estimates and can move quickly after earnings.
Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.
How the business is doing
FDS generated $2.44B in trailing revenue (6.4% year over year), with a 23.2% net margin, and $621.16M of free cash flow, against $1.27B of net debt.
The numbers, year by year
| Fiscal year | Revenue | Gross profit | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|---|
| 2025 | $2.32B | $1.22B | $748.30M | $597.04M | $15.74 | $617.45M |
| 2024 | $2.20B | $1.19B | $701.30M | $537.13M | $14.11 | $614.66M |
| 2023 | $2.09B | $1.11B | $629.21M | $468.17M | $12.26 | $584.79M |
| 2022 | $1.84B | $972.79M | $539.75M | $396.92M | $10.43 | $487.12M |
When it reports next
Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.
How it sits in financial services
Sector covering banks, insurance, asset management, and fintech companies.
The companies it competes with
FDS beside the financial services names it is usually measured against.
What the chart is saying
FactSet Research trades at $283.83, 11.4% below its 52-week high. With a beta of 0.71, it shows less sensitivity to what the wider market does.
Questions people ask about it
Is FDS a good buy right now?
FactSet Research trades at 18.7x earnings. This is near market average. Current risk level is High based on 45.9% volatility.
Does FDS pay dividends?
Yes, FactSet Research offers a dividend yield of 1.66%. That is roughly $4.71 per share a year.
How volatile is FDS?
With 30-day annualized volatility of 45.9% and beta of 0.71, FDS is classified as High risk. The stock tends to be more stable than the market average.
What is the analyst price target for FDS?
The average analyst price target for FactSet Research (FDS) is $266.75 based on 16 analyst estimates, about 6.0% below the current price of $283.83. The published range runs from $210.00 to $340.00.
How much revenue does FDS generate?
FactSet Research reported $2.44B in trailing twelve-month revenue. Revenue growth is running at 6.4% year over year. Net margin sits at 23.2%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.