Stock Fundamentals

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: 12,840
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. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

Address:

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

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

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 4.46M Dec 31, 2025 12.23% $0.02 -9.68%
BAMCO Inc 3.76M Mar 31, 2026 10.31% $2.46 30.04%
BlackRock Inc 2.83M Mar 31, 2026 7.76% $0.01 -6.80%
State Street Corp 1.90M Mar 31, 2026 5.21% $0.01 -0.13%
Loomis, Sayles & Company LP 1.48M Mar 31, 2026 4.06% $0.43 -1.15%
Ninety One UK Limited 1.19M Mar 31, 2026 3.28% $0.60 0.00%
Geode Capital Management, LLC 1.14M Mar 31, 2026 3.14% $0.02 7.93%
Amvescap Plc. 1.07M Mar 31, 2026 2.94% $0.04 49.57%
Morgan Stanley - Brokerage Accounts 1.05M Mar 31, 2026 2.88% $0.01 -6.28%
Bank of America Corp 842.72K Mar 31, 2026 2.31% $0.01 33.62%
Marshall Wace Asset Management Ltd 790.83K Mar 31, 2026 2.17% $0.17 36.02%
Wells Fargo & Co 693.23K Mar 31, 2026 1.90% $0.03 -41.89%
ProShare Advisors LLC 596.00K Mar 31, 2026 1.64% $0.19 6.52%
Bank of Montreal 567.47K Mar 31, 2026 1.56% $0.05 -5.06%
BMO Capital Markets Corp. 567.47K Mar 31, 2026 1.56% $0.05 -5.06%
The Goldman Sachs Group Inc 542.82K Mar 31, 2026 1.49% $0.01 19.18%
NORGES BANK 522.05K Dec 31, 2025 1.43% $0.02 610.55%
Charles Schwab Investment Management Inc 473.13K Mar 31, 2026 1.30% $0.02 11.49%
StonePine Asset Management Inc. 387.78K Mar 31, 2026 1.06% $0.59 -6.07%
Arrowstreet Capital Limited Partnership 377.93K Mar 31, 2026 1.04% $0.04 123.49%

Shares Statistics

Shares Outstanding: 36.43M
Shares Float: 36.30M
% Insiders: 40.50%
% Institutions: 10,709.00%
Short % Float: 18.11%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Baron Partners Retail 1.88M 5.15% ▲ 44.23% Mar 31, 2026
2 Vanguard Total Stock Mkt Idx Inv 1.18M 3.24% ▲ 0.24% Apr 30, 2026
3 Vanguard 500 Index Investor 961.94K 2.64% ▲ 1.84% Apr 30, 2026
4 Vanguard Small Cap Index 854.65K 2.35% ▼ 0.11% Apr 30, 2026
5 Invesco S&P 500® Equal Weight ETF 820.90K 2.25% ▼ 0.03% Apr 30, 2026
6 Baron Growth Retail 675.00K 1.85% ▼ 6.64% Mar 31, 2026
7 Baron Growth Strategy 675.00K 1.85% ▼ 6.64% Mar 31, 2026
8 Baron Focused Growth Retail 604.10K 1.66% ▲ 83.06% Mar 31, 2026
9 Baron Focused Growth Strategy 604.10K 1.66% ▲ 83.06% Mar 31, 2026
10 ProShares S&P 500 Dividend Aristocrats 582.77K 1.60% ▲ 0.00% Apr 30, 2026

Valuation Metrics

Enterprise Value: $10.59B
Trailing P/E: 16.32
Forward P/E: 12.87

Financial Highlights

Market Cap: $9.23B
EBITDA: $910.15M
P/E Ratio: $16.32
PEG Ratio: $1.21
Book Value: $58.11
Dividend/Share: $4.40
Dividend Yield: 1.72%
Earnings/Share: $15.53
Profit Margin: 24.48%
Operating Margin: 29.80%
ROA (TTM): 10.91%
ROE (TTM): 28.08%
Revenue (TTM): $2.40B
Revenue/Share (TTM): $64.02
Earnings Growth (YOY): -4.50%
Revenue Growth (YOY): 7.10%

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 (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-08-31 1.40x 0.64x 0.49x 13.29x 1.45x
2024-08-31 1.25x 0.73x 0.53x 10.66x 1.60x
2023-08-31 1.59x 1.01x 0.59x 9.50x 2.08x
2022-08-31 1.99x 1.51x 0.67x 13.32x 3.30x
2021-08-31 2.96x 0.60x 0.54x 57.81x 1.05x
2020-08-31 3.05x 0.67x 0.57x 44.73x 1.12x
2019-08-31 2.81x 0.92x 0.57x 26.35x 1.25x
2018-08-31 1.95x 1.19x 0.63x 22.49x 1.47x
2017-08-31 2.04x 1.11x 0.60x 42.94x 1.55x
2016-08-31 2.33x 0.64x 0.49x 127.81x 0.86x
2015-08-31 2.18x 0.13x 0.28x 3,319.18x 0.19x
2014-08-31 1.96x 0.00x 0.23x N/A 0.00x
2013-08-31 2.69x 0.00x 0.22x N/A 0.00x
2012-08-31 2.64x 0.00x 0.20x N/A 0.00x
2011-08-31 2.50x 0.00x 0.22x N/A 0.00x
2010-08-31 2.43x 0.00x 0.22x N/A 0.00x
2009-08-31 3.01x 0.00x 0.21x N/A 0.00x
2008-08-31 2.53x 0.00x 0.21x N/A 0.00x
2007-08-31 2.78x 0.00x 0.22x N/A 0.00x
2006-08-31 2.61x 0.01x 0.22x N/A 0.01x
2005-08-31 2.18x 0.00x 0.23x N/A 0.00x
2004-08-31 2.68x 0.00x 0.28x N/A 0.00x
2003-08-31 4.90x 0.00x 0.17x N/A 0.00x
2002-08-31 4.28x 0.00x 0.19x N/A 0.00x
2001-08-31 3.57x 0.00x 0.20x N/A 0.00x
2000-08-31 3.13x 0.00x 0.24x N/A 0.00x
1999-08-31 3.26x 0.00x 0.24x N/A 0.00x
1998-08-31 2.84x 0.00x 0.28x N/A 0.00x
1997-08-31 3.10x 0.00x 0.26x N/A 0.00x
1996-08-31 3.44x 0.00x 0.23x N/A 0.00x

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