Key facts, as of
As of November 6, 2026, FactSet Research (FDS) trades at $327.89, up 29.3% over the past year. Its 52-week range runs from $185.00 to $348.00; the price is 5.8% below that high. It is 34.4% below its all-time high of $499.87, reached in November 2024. Over the 10 years to the end of October 2026, with dividends reinvested, it returned +137.5%, against +316.3% for the S&P 500 (SPY). It sits 30.3% above its 200-day average of $251.61, and its 50-day average is above the 200-day too: an uptrend on both averages. Its 30-day volatility is 41.0% annualized, which we rate high risk. It has a trailing P/E of 22.5 and a dividend yield of 1.42%.
Cite: Portfolio Terminal, "FactSet Research (FDS) stock analysis", 2026-11-06. https://portfolio-terminal.com/analyse/fds
Where it trades today
trading 88% of the way up its 52-week range
How the price has moved
How far it is from its record
FactSet Research (FDS) is 34.4% below its all-time high of $499.87, reached in November 2024. Over the 10 years to the end of October 2026, with dividends reinvested, it returned +137.5%, against +316.3% for the S&P 500 (SPY).
The read, from its own figures
What its numbers say
- FDS closes above its 50-day average ($296.21), and the 50-day sits above the 200-day ($251.61): on both averages the chart reads as an uptrend.
- At $327.89, FDS is 5.8% below its 1-year high of $348.00, set on November 5, 2026, and 77.2% above its 1-year low of $185.00 (February 17, 2026).
- Over the past month FDS rose 14.4%, from $286.52 to $327.89.
- FDS trades at 22.5x its last twelve months of earnings and 15.1x the next twelve months' estimate, so analysts expect earnings 49.2% higher.
- Its P/E is 10.2% below the 25.1x median of the 3 other financial data & stock exchanges companies we track (SPGI, CME, ICE).
- FDS's 30-day volatility, 41.0% a year, works out to a typical daily move of about 2.6%.
- Yahoo Finance puts its beta at 0.69: over five years of monthly returns, FDS moved about 0.69% for each 1% move of the S&P 500.
What would change the read
- A close under the 50-day average, $296.21 (−9.7% from the last close), would turn the read to a pullback; under the 200-day, $251.61 (−23.3%), the longer rise is in question.
- A close above $348.00 (+6.1%) would be a new 1-year high; below $185.00 (−43.6%), a new 1-year low.
How it is computed
- Prices are Yahoo Finance's daily candles for FDS, the same ones the chart below draws; the P/E, forward P/E and beta are Yahoo Finance quote fields.
- The averages are simple means of the last 50 and 200 closes; the 1-year high and low are the highest high and lowest low of the last 252 sessions; the 30-day volatility is the standard deviation of the past month's daily returns, annualized with the square root of 252.
- Peers are the other companies Yahoo Finance files under financial data & stock exchanges among the assets we track, not a full industry screen; the median counts those with a positive P/E.
- Every sentence here is written by code from those figures, refreshed daily; nobody edits it for FDS by hand. It describes what the price and the multiples have done, not what they will do, and it is not advice.
Sources
- Yahoo Finance quote and daily historyopen →
The candles, the averages' inputs and the quote fields used for FDS. Last refresh: Nov 8, 2026, 10:53 PM UTC.
- How Portfolio Terminal computes its figuresopen →
The methodology page behind the analytics and their refresh cadence.
- Industry classification
Yahoo Finance's industry, as stored in our list of tracked assets: Financial Data & Stock Exchanges.
What FactSet Research does
FactSet Research Systems Inc., together with its subsidiaries, operates as a global data and artificial intelligence solutions provider for the financial markets in the Americas, Europe, the Middle East, Africa, and Asia Pacific. 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, and AI-enabled workflows. The company also provides financial data and market intelligence on securities, companies, industries, and people that enable clients to research advisory, dealmaking and investment ideas, as well as analyze, monitor, and manage…
Employees
12,444
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 $288.75 versus $327.89 today (-11.9%). 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 $653.73M 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 |
|---|---|---|---|---|---|---|
| 2026 | $2.48B | $1.25B | $699.96M | $533.48M | $14.63 | $707.48M |
| 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 |
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 13 of the 54 ETFs we track. It weighs most in RSP: 0.22% of the fund, holding #75 of 504.
How its figures compare with those peers
Companies in the same industry
FDS beside the other companies Yahoo Finance files under financial data & stock exchanges among the assets we track (SPGI, CME, ICE, largest first).
FDSyou are here$327.89$11.56B
SPGIS&P Global Inc.$467.80$135.62B
CMECME Group Inc.$305.89$109.49B
ICEIntercontinental Exchange$172.27$96.27BWhat the chart is saying
In an uptrend, 5.8% under its 1-year high with no resistance above.
uptrend- Price is 10.7% above its 50-day average and 30.3% above its 200-day.
- The 50-day crossed above the 200-day on 2026-08-05 (a “golden cross”).
- RSI at 57 is neither stretched nor washed out.
- Nothing above has stopped it this year; the nearest floor is $304.23 (-7.2%).
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
How is FDS valued right now?
FactSet Research trades at 22.5 times its last twelve months of earnings and 15.1 times the next twelve months' estimate (Yahoo Finance, November 6, 2026). On the chart: in an uptrend, 5.8% under its 1-year high with no resistance above. Price is 10.7% above its 50-day average and 30.3% above its 200-day.
What is the risk level of FDS?
Based on 30-day volatility of 41.0%, FDS has HIGH risk. Its beta of 0.69 means it has swung less than the S&P 500 over the last five years.
Does FDS pay dividends?
Yes, FactSet Research has a dividend yield of 1.42%.
How far is FDS from its all-time high?
FactSet Research is 34.4% below its all-time high of $499.87, reached in November 2024. Over the 10 years to the end of October 2026, with dividends reinvested, it returned +137.5%, against +316.3% for the S&P 500 (SPY).
Which ETFs hold FDS?
13 of the 54 popular ETFs we track hold FactSet Research. The largest weights: RSP (0.22%), XLF (0.14%), VB (0.12%), VIG (0.04%) and VYM (0.04%). Measured on each issuer's full holdings file, dated September 30 to October 18, 2026.
How much of VOO is FDS?
0.01%, as of September 30, 2026: FDS is holding #481 of 505 in Vanguard's file for VOO. $1,000 in VOO puts about $0.15 in FactSet Research.
What is the analyst price target for FDS?
The average analyst price target for FactSet Research (FDS) is $288.75 based on 16 analyst estimates, about 11.9% below the current price of $327.89. 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.