Key facts, as of
As of October 8, 2026, FactSet Research (FDS) trades at $272.78, down 1.5% over the past year. Its 52-week range runs from $185.00 to $320.48; the price is 14.9% below that high. It is 45.4% below its all-time high of $499.87, reached in November 2024. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +85.6%, against +312.9% for the S&P 500 (SPY). It sits 9.6% above its 200-day average of $248.88, the usual sign of a long-term uptrend. Its 30-day volatility is 46.7% annualized, which we rate high risk. It has a trailing P/E of 18.7 and a dividend yield of 1.70%.
Cite: Portfolio Terminal, "FactSet Research (FDS) stock analysis", 2026-10-08. https://portfolio-terminal.com/analyse/fds
Where it trades today
trading 65% of the way up its 52-week range
How the price has moved
How far it is from its record
FactSet Research (FDS) is 45.4% below its all-time high of $499.87, reached in November 2024. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +85.6%, against +312.9% for the S&P 500 (SPY).
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 46.7%, above the sector norm of 24.0%, so position sizing matters more than usual.
- FDS remains in a bearish short-term trend and sits 14.9% below its high, which raises the bar for any thesis that depends on fast multiple expansion.
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.
- A recovery in price alone would not be enough to improve the view; the thesis needs confirmation from improving business or valuation signals.
- Volatility is already above the sector norm, so even a correct long-term thesis can be painful if the position size is too aggressive.
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: Oct 8, 2026, 10:10 AM.
- 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…
What analysts expect
FDS carries a hold consensus from 16 analysts, with an average price target of $277.56 versus $272.78 today (+1.8%). 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 $2.48B in trailing revenue (6.3% year over year), with a 21.5% net margin, and $641.53M of free cash flow, against $1.28B 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.
Which ETFs hold it
FDS is in 7 of the 30 ETFs we track. It weighs most in XLF: 0.13% of the fund, holding #74 of 76.
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
Slipped under its 50-day average inside a longer uptrend.
weakening- Price is 3.6% below its 50-day average and 9.6% above its 200-day.
- The 50-day crossed above the 200-day on 2026-08-05 (a “golden cross”).
- RSI at 48 is neither stretched nor washed out.
- The nearest ceiling is $281.00 (+3.0%), the nearest floor $270.43 (-0.9%).
A description of the chart, not advice. Indicators describe what the price has done; none of them knows what it does next.
Questions people ask about it
Is FDS a good investment in 2026?
FactSet Research trades at a P/E ratio of 18.7, with high volatility (46.7% annualized). Recent trend shows weakness.
What is the risk level of FDS?
Based on 30-day volatility of 46.7%, FDS has HIGH risk. Beta of 0.77 indicates lower sensitivity to market movements than average.
Does FDS pay dividends?
Yes, FactSet Research has a dividend yield of 1.70%.
How far is FDS from its all-time high?
FactSet Research is 45.4% below its all-time high of $499.87, reached in November 2024. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +85.6%, against +312.9% for the S&P 500 (SPY).
Which ETFs hold FDS?
7 of the 30 popular ETFs we track hold FactSet Research. The largest weights: XLF (0.13%), VIG (0.05%), VYM (0.05%), VOO (0.02%) and VTI (0.02%). Measured on each issuer's full holdings file, dated August 31 to September 24, 2026.
How much of VOO is FDS?
0.02%, as of August 31, 2026: FDS is holding #469 of 505 in Vanguard's file for VOO. $1,000 in VOO puts about $0.17 in FactSet Research.
What is the analyst price target for FDS?
The average analyst price target for FactSet Research (FDS) is $277.56 based on 16 analyst estimates, about 1.8% above the current price of $272.78. The published range runs from $212.00 to $340.00.
How much revenue does FDS generate?
FactSet Research reported $2.48B in trailing twelve-month revenue. Revenue growth is running at 6.3% year over year. Net margin sits at 21.5%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.
Compare FDS with anything
Five years side by side: what $10,000 became, how far each fell, whether they move together.