FactSet Research Systems Inc

FDS.US
Financial Services · Financial Data & Stock Exchanges
283.87
+17.97 (+6.76%)
USD · NYSE

Company Information

Company Name
FactSet Research Systems Inc
Sector
Financial Services
Industry
Financial Data & Stock Exchanges
Exchange
NYSE
ISIN: US3030751057
CIK: 0001013237
CUSIP: 303075105
Currency: USD
Full Time Employees: 12,694
Phone: 203 810 1000
Fiscal Year End: August
IPO Date: Jul 03, 1996
Description:

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 construction and analysis, trade execution, performance measurement, risk management, and reporting. In addition, it offers services through configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It operates in Europe, the Middle East, Africa, the Americas, the Asia Pacific, and internationally. The company serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. It has a strategic partnership with Google Cloud to create a new generation of AI-powered solutions for the financial industry. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

Address:

45 Glover Avenue, Norwalk, CT, United States, 06850

People

Directors & Officers

Name Title Year Born
Mr. Christopher McLoughlin Executive VP, Chief Legal Officer & Corporate Secretary NA
Mr. Goran Skoko Executive VP, Chief Revenue Officer and MD of EMEA & Asia Pacific 1961
Ms. Katherine M. Stepp Chief AI Officer 1986
Mr. Sanoke Viswanathan CEO & Director 1975
Mr. Joshua B. Warren J.D. Chief Financial Officer 1980
Mr. Gregory T. Moskoff MD, Controller & Chief Accounting Officer 1971
Mr. Robert Stolte Chief Technology Officer NA
Mr. Kevin J. Toomey Jr. Head of Investor Relations NA
Ms. Catrina Harding Executive VP & Chief People Officer 1973
Mr. Christopher R. Ellis Executive VP and Head of Strategic Initiatives & Partnership 1973

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 31, 2026 Shelley Moore Capito N/A Sale N/A $216.73 N/A
Mar 26, 2026 Shelley Moore Capito N/A Sale N/A $195.87 N/A
Mar 25, 2026 Shelley Moore Capito N/A Sale N/A $194.01 N/A
Mar 23, 2026 Ro Khanna N/A Purchase N/A $208.38 N/A
Mar 13, 2026 Gilbert Ray Cisneros, Jr. N/A Purchase N/A $205.69 N/A
Feb 17, 2026 Ro Khanna N/A Sale N/A $189.86 N/A
Feb 05, 2026 Ro Khanna N/A Sale N/A $209.55 N/A
Feb 03, 2026 Ro Khanna N/A Purchase N/A $222.57 N/A
Jan 29, 2026 Ro Khanna N/A Purchase N/A $252.19 N/A
Jan 12, 2026 Malcolm Frank N/A Sale 2.57K $295.70 $760.54K
Jan 08, 2026 Laurie Siegel N/A Sale 2.57K $296.25 $761.96K
Nov 18, 2025 Gilbert Ray Cisneros, Jr. N/A Purchase N/A $272.18 N/A
Nov 10, 2025 Ro Khanna N/A Purchase N/A $265.17 N/A
Nov 06, 2025 Goran Skoko N/A Purchase 500.00 $252.93 $126.47K
Nov 06, 2025 Ro Khanna N/A Purchase N/A $253.16 N/A
Nov 03, 2025 Ro Khanna N/A Sale N/A $264.42 N/A
Oct 30, 2025 Ro Khanna N/A Purchase N/A $268.57 N/A
Oct 29, 2025 Ro Khanna N/A Purchase N/A $266.80 N/A
Oct 27, 2025 Ro Khanna N/A Purchase N/A $290.30 N/A
Oct 21, 2025 Ro Khanna N/A Purchase N/A $294.36 N/A

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 4.46M Dec 31, 2025 12.53% $0.02 -9.68%
BAMCO Inc 3.76M Mar 31, 2026 10.56% $2.46 30.04%
BlackRock Inc 2.83M Mar 31, 2026 7.95% $0.01 -6.80%
Vanguard Capital Management, LLC 2.41M Mar 31, 2026 6.77% $0.01 0.00%
State Street Corp 1.90M Mar 31, 2026 5.34% $0.01 -0.13%
Vanguard Portfolio Management, LLC 1.81M Mar 31, 2026 5.08% $0.02 0.00%
Loomis, Sayles & Company LP 1.48M Mar 31, 2026 4.16% $0.43 -1.15%
Ninety One UK Limited 1.19M Mar 31, 2026 3.36% $0.60 0.00%
Geode Capital Management, LLC 1.14M Mar 31, 2026 3.21% $0.02 7.93%
Amvescap Plc. 1.07M Mar 31, 2026 3.01% $0.02 49.57%
Morgan Stanley - Brokerage Accounts 1.05M Mar 31, 2026 2.95% $0.01 -6.28%
Bank of America Corp 842.72K Mar 31, 2026 2.37% $0.01 33.62%
Marshall Wace Asset Management Ltd 790.83K Mar 31, 2026 2.22% $0.17 36.02%
Wells Fargo & Co 693.23K Mar 31, 2026 1.95% $0.03 -41.89%
ProShare Advisors LLC 596.00K Mar 31, 2026 1.68% $0.19 6.52%
Bank of Montreal 567.47K Mar 31, 2026 1.60% $0.05 -5.06%
BMO Capital Markets Corp. 567.47K Mar 31, 2026 1.60% $0.05 -5.06%
The Goldman Sachs Group Inc 542.82K Mar 31, 2026 1.53% $0.01 19.18%
NORGES BANK 522.05K Dec 31, 2025 1.47% $0.02 610.55%
Charles Schwab Investment Management Inc 473.13K Mar 31, 2026 1.33% $0.02 11.49%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Baron Partners Retail 2.15M 6.04% ▲ 14.62% Jun 30, 2026
2 Vanguard Total Stock Mkt Idx Inv 1.16M 3.25% ▼ 2.03% Jun 30, 2026
3 Vanguard 500 Index Investor 945.31K 2.66% ▼ 2.68% Jun 30, 2026
4 Vanguard Small Cap Index 833.95K 2.34% ▼ 2.31% Jun 30, 2026
5 Invesco S&P 500® Equal Weight ETF 731.11K 2.06% ▲ 0.32% Jun 30, 2026
6 Baron Focused Growth Strategy 689.60K 1.94% ▲ 14.15% Jun 30, 2026
7 Baron Focused Growth Retail 689.60K 1.94% ▲ 14.15% Jun 30, 2026
8 Baron Generational Growth Strategy 675.00K 1.90% ▼ 6.64% Mar 31, 2026
9 ProShares S&P 500 Dividend Aristocrats 669.68K 1.88% ▲ 0.00% Jun 30, 2026
10 Baron Generational Growth Retail 598.11K 1.68% ▼ 11.39% Jun 30, 2026

Financial Highlights

Market Cap: $10.10B
EBITDA: $932.54M
P/E Ratio: $17.51
PEG Ratio: $1.22
Book Value: $56.80
Dividend/Share: $4.46
Dividend Yield: 1.68%
Earnings/Share: $16.21
Profit Margin: 23.21%
Operating Margin: 30.54%
ROA (TTM): 11.08%
ROE (TTM): 27.03%
Revenue (TTM): $2.44B
Revenue/Share (TTM): $65.80
Earnings Growth (YOY): -9.60%
Revenue Growth (YOY): 6.40%

Valuation Metrics

Enterprise Value: $10.72B
Trailing P/E: 17.51
Forward P/E: 13.95

Shares Statistics

Shares Outstanding: 35.57M
Shares Float: 35.44M
% Insiders: 42.60%
% Institutions: 10,966.90%
Short % Float: 16.25%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$2.32B
Cost of Goods Sold
adjust
$-1.10B
Gross Profit
subtotal
$1.22B
SG&A
adjust
$-475.66M
R&D
adjust
$-300.70M
Operating Income
subtotal
$748.30M
Other / Non-Operating Items
adjust
$-151.26M
Net Income
subtotal
$597.04M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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