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Momentum
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Volatility
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Pattern Recognition
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FDS
$203.51
$
FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
Next Earnings
2026-02-25
Beta
0.726
Average Volume
Market Cap
Last Dividend
CIK
0001013237
ISIN
US3030751057
CUSIP
303075105
CEO
Sanoke Viswanathan
Sector
Financial Services
Industry
Financial - Data & Stock Exchanges
Full Time Employees
12598
IPO Date
1996-06-28
Status
Active
Latest News
| Title | Headline | Publisher | Date |
|---|---|---|---|
| Market Today: AMD--Meta AI pact, WBD bid war, Stripe at $159B | Guru Stock PicksPaul Singer has made the following transactions:Reduce in LUV by 8.86%Stock News Meta taps AMD for AI buildout: Meta Platforms (META) signed a m | GuruFocus | 2026-02-24 17:35:00 |
| Software stocks rebound as Anthropic announces new partnerships | Anthropic announced new AI tools that connect with Salesforce-owned Slack, Intuit, Docusign, LegalZoom, FactSet and Google's Gmail. Cybersecurity and software names have sold off heavily in recent weeks as investors fretted about potential disruption from artificial intelligence. | CNBC | 2026-02-24 12:23:56 |
| Alberta Investment Management Corp Acquires New Shares in FactSet Research Systems Inc. $FDS | Alberta Investment Management Corp bought a new position in shares of FactSet Research Systems Inc. (NYSE: FDS) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 13,500 shares of the business services provider's stock, valued at approximately | Defense World | 2026-02-20 04:03:13 |
| FactSet Research Systems: Value Over The AI Horizon | FactSet Research Systems is deeply undervalued per Dividend Yield Theory, with potential for substantial long-term total returns as yield reverts to mean. Despite a 55% share price collapse, FDS fundamentals remain robust: S&P A rating, 9.93% dividend growth, 11.7x P/E, and strong client integration. AI-driven disruption has crushed sentiment, but FDS is actively integrating AI to enhance services, leveraging proprietary data and client relationships. | Seeking Alpha | 2026-02-19 13:34:23 |
| FactSet: Buy The Drop On This Moat-Worthy Stock | FactSet Research Systems is rated a 'Strong Buy' as market pessimism over AI disruption has driven its forward P/E to just 11.5. FDS demonstrates resilient fundamentals with 95% client retention, 5.9% ASV growth, and a predominantly proprietary revenue base with expanding AI integration. Management is investing in AI and technology, positioning FDS as a disruptor with accelerating adoption of new AI-enabled products and robust balance sheet metrics. | Seeking Alpha | 2026-02-13 11:18:10 |
| Here's Why FactSet Research (FDS) is a Strong Value Stock | Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores. | Zacks Investment Research | 2026-02-13 10:40:58 |
| FactSet Partners with Kepler Cheuvreux to Deliver GenAI-Activated AMR | NORWALK, Conn., Feb. 10, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced a partnership with Kepler Cheuvreux to integrate Kepler Cheuvreux's Aftermarket Research (AMR) into the FactSet platform. | GlobeNewsWire | 2026-02-10 08:00:00 |
| Azzad Asset Management Inc. ADV Has $1.12 Million Holdings in FactSet Research Systems Inc. $FDS | Azzad Asset Management Inc. ADV decreased its holdings in FactSet Research Systems Inc. (NYSE: FDS) by 55.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,907 shares of the business services provider's stock after selling 4,799 shares during the period. Azzad | Defense World | 2026-02-09 06:36:46 |
| FactSet Research Systems Inc. (NYSE:FDS) Receives Consensus Recommendation of “Reduce” from Analysts | FactSet Research Systems Inc. (NYSE: FDS - Get Free Report) has been given a consensus rating of "Reduce" by the sixteen analysts that are currently covering the firm, MarketBeat reports. Five research analysts have rated the stock with a sell recommendation, nine have assigned a hold recommendation, one has given a buy recommendation and one has | Defense World | 2026-02-08 02:54:43 |
| What Moved Markets This Week | Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. | Seeking Alpha | 2026-02-07 07:24:10 |
| First Look: AI shock hits software, Bitcoin breaks $70K, Disney names new CEO | Stock News Bezos backs Post amid sweeping cuts: Amazon (AMZN) founder Jeff Bezos' Washington Post slashed roughly a third of staff and eliminated its Sports dep | GuruFocus | 2026-02-05 07:38:00 |
| FactSet Declares Dividend | NORWALK, Conn., Feb. 05, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced that its Board of Directors approved a regular quarterly cash dividend of $1.10 per share. | GlobeNewsWire | 2026-02-05 07:00:00 |
| FactSet Launches AI Doc Ingest for Cobalt, Transforming Private Capital Data Collection with AI-Powered Automation | NORWALK, Conn., Feb. 04, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced the beta release of AI Doc Ingest for Cobalt, a powerful AI-powered solution designed to revolutionize portfolio company data collection for private capital managers. | GlobeNewsWire | 2026-02-04 08:00:00 |
| Mirae Asset Global Investments Co. Ltd. Boosts Stock Holdings in FactSet Research Systems Inc. $FDS | Mirae Asset Global Investments Co. Ltd. lifted its position in FactSet Research Systems Inc. (NYSE: FDS) by 12.7% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 19,644 shares of the business services provider's stock after purchasing an additional 2,211 shares during the | Defense World | 2026-02-02 04:20:53 |
| Top 15 High-Growth Dividend Stocks For February 2026 | Top 15 High-Growth Dividend Stocks For February 2026 | Seeking Alpha | 2026-02-01 22:22:49 |
| This $24 Million Buy Amid a 45% Stock Drop Signals Conviction in a High-Margin Data Business | McDonald Capital bought 86,891 shares of FactSet Research Systems, a transaction estimated at $24.39 million based on average closing prices during the fourth quarter. Meanwhile, the quarter-end position value rose by $25.58 million, reflecting both the trade and share price movements. | The Motley Fool | 2026-01-30 18:25:36 |
| Here's Why FactSet Research (FDS) is a Strong Value Stock | Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores. | Zacks Investment Research | 2026-01-28 10:41:17 |
| Hussman Strategic Advisors Inc. Acquires Shares of 10,500 FactSet Research Systems Inc. $FDS | Hussman Strategic Advisors Inc. bought a new stake in FactSet Research Systems Inc. (NYSE: FDS) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 10,500 shares of the business services provider's stock, valued at approximately $3,008,000. Several other large investors have also modified | Defense World | 2026-01-28 06:22:44 |
| Core Alternative Capital Sells 2,165 Shares of FactSet Research Systems Inc. $FDS | Core Alternative Capital lessened its holdings in shares of FactSet Research Systems Inc. (NYSE: FDS) by 21.5% during the undefined quarter, according to its most recent disclosure with the SEC. The fund owned 7,926 shares of the business services provider's stock after selling 2,165 shares during the period. Core Alternative Capital's holdings in | Defense World | 2026-01-28 05:35:11 |
| Barclays and FactSet enter a multiyear strategic agreement | NORWALK, Conn., Jan. 22, 2026 (GLOBE NEWSWIRE) -- Barclays today announced a multiyear arrangement with FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, as a further step in realizing Barclays' long-term market data strategy. This collaboration harnesses FactSet's advanced analytics and innovative technology, empowering Barclays to deliver enhanced, data-driven solutions for its global client base. | GlobeNewsWire | 2026-01-22 08:45:00 |
SEC Filings
| Type | Filing Date | Accepted Date | Link |
|---|---|---|---|
| 4 | 2026-02-17 | 2026-02-17 | View Filing |
| SC 13G/A | 2026-02-17 | 2026-02-17 | View Filing |
| SC 13G/A | 2026-02-11 | 2026-02-11 | View Filing |
| SC 13G/A | 2026-01-30 | 2026-01-30 | View Filing |
| SC 13G/A | 2026-01-21 | 2026-01-21 | View Filing |
| 4 | 2026-01-20 | 2026-01-20 | View Filing |
| 4 | 2026-01-20 | 2026-01-20 | View Filing |
| 4 | 2026-01-20 | 2026-01-20 | View Filing |
| 4 | 2026-01-20 | 2026-01-20 | View Filing |
| 4 | 2026-01-20 | 2026-01-20 | View Filing |
| 4 | 2026-01-20 | 2026-01-20 | View Filing |
| 4 | 2026-01-20 | 2026-01-20 | View Filing |
| 4 | 2026-01-20 | 2026-01-20 | View Filing |
| 4 | 2026-01-20 | 2026-01-20 | View Filing |
| 4 | 2026-01-14 | 2026-01-14 | View Filing |
| 4 | 2026-01-12 | 2026-01-12 | View Filing |
| S-8 | 2026-01-09 | 2026-01-09 | View Filing |
| 4 | 2026-01-08 | 2026-01-08 | View Filing |
| 10-Q | 2026-01-05 | 2026-01-05 | View Filing |
| 8-K | 2025-12-22 | 2025-12-22 | View Filing |
| 8-K | 2025-12-18 | 2025-12-18 | View Filing |
| 4 | 2025-12-03 | 2025-12-03 | View Filing |
| SC 13G/A | 2025-11-14 | 2025-11-14 | View Filing |
| 4 | 2025-11-10 | 2025-11-10 | View Filing |
| 4 | 2025-11-05 | 2025-11-05 | View Filing |
| 4 | 2025-11-05 | 2025-11-05 | View Filing |
| 4 | 2025-11-05 | 2025-11-05 | View Filing |
| 4 | 2025-11-05 | 2025-11-05 | View Filing |
| 4 | 2025-11-05 | 2025-11-05 | View Filing |
| 4 | 2025-11-05 | 2025-11-05 | View Filing |
| 4 | 2025-11-05 | 2025-11-05 | View Filing |
| 4 | 2025-11-05 | 2025-11-05 | View Filing |
| 4 | 2025-11-05 | 2025-11-05 | View Filing |
| 4 | 2025-11-05 | 2025-11-05 | View Filing |
| 4 | 2025-11-03 | 2025-11-03 | View Filing |
| 4 | 2025-11-03 | 2025-11-03 | View Filing |
| 4 | 2025-11-03 | 2025-11-03 | View Filing |
| 4 | 2025-11-03 | 2025-11-03 | View Filing |
| 4 | 2025-11-03 | 2025-11-03 | View Filing |
| 4 | 2025-11-03 | 2025-11-03 | View Filing |
| 4 | 2025-11-03 | 2025-11-03 | View Filing |
| 4 | 2025-11-03 | 2025-11-03 | View Filing |
| SC 13G/A | 2025-10-30 | 2025-10-30 | View Filing |
| ARS | 2025-10-27 | 2025-10-27 | View Filing |
| DEFA14A | 2025-10-27 | 2025-10-27 | View Filing |
| DEF 14A | 2025-10-27 | 2025-10-27 | View Filing |
| 10-K | 2025-10-22 | 2025-10-22 | View Filing |
| PRE 14A | 2025-10-17 | 2025-10-17 | View Filing |
| 4 | 2025-10-08 | 2025-10-08 | View Filing |
| 5 | 2025-10-07 | 2025-10-07 | View Filing |
| 5 | 2025-10-07 | 2025-10-07 | View Filing |
| 5 | 2025-10-07 | 2025-10-07 | View Filing |
| 5 | 2025-10-07 | 2025-10-07 | View Filing |
| 5 | 2025-10-07 | 2025-10-07 | View Filing |
| 5 | 2025-10-07 | 2025-10-07 | View Filing |
| 5 | 2025-10-07 | 2025-10-07 | View Filing |
| 4 | 2025-10-07 | 2025-10-07 | View Filing |
| 4 | 2025-09-25 | 2025-09-25 | View Filing |
| 4 | 2025-09-24 | 2025-09-24 | View Filing |
| 4 | 2025-09-17 | 2025-09-17 | View Filing |
| 4 | 2025-09-17 | 2025-09-17 | View Filing |
| 4 | 2025-09-17 | 2025-09-17 | View Filing |
| 4 | 2025-09-17 | 2025-09-17 | View Filing |
| 4 | 2025-09-17 | 2025-09-17 | View Filing |
| 4 | 2025-09-17 | 2025-09-17 | View Filing |
| 4 | 2025-09-17 | 2025-09-17 | View Filing |
| 4 | 2025-09-17 | 2025-09-17 | View Filing |
| 8-K | 2025-09-18 | 2025-09-17 | View Filing |
| 3 | 2025-09-12 | 2025-09-12 | View Filing |
| S-8 POS | 2025-08-22 | 2025-08-22 | View Filing |
| SC 13G | 2025-08-07 | 2025-08-07 | View Filing |
| 4 | 2025-08-05 | 2025-08-05 | View Filing |
| S-8 | 2025-07-31 | 2025-07-31 | View Filing |
| 4 | 2025-07-15 | 2025-07-15 | View Filing |
| 4 | 2025-07-10 | 2025-07-10 | View Filing |
| 4 | 2025-07-09 | 2025-07-09 | View Filing |
| 10-Q | 2025-07-03 | 2025-07-02 | View Filing |
| 4 | 2025-07-02 | 2025-07-02 | View Filing |
| 8-K | 2025-06-23 | 2025-06-23 | View Filing |
| 8-K | 2025-06-03 | 2025-06-03 | View Filing |
| 4 | 2025-06-02 | 2025-06-02 | View Filing |
| 4 | 2025-05-02 | 2025-05-02 | View Filing |
| 4 | 2025-05-01 | 2025-05-01 | View Filing |
| 8-K | 2025-04-08 | 2025-04-08 | View Filing |
| 10-Q | 2025-04-04 | 2025-04-03 | View Filing |
| 4 | 2025-04-02 | 2025-04-02 | View Filing |
| 4 | 2025-03-25 | 2025-03-25 | View Filing |
| 4 | 2025-03-25 | 2025-03-25 | View Filing |
| 8-K | 2025-03-20 | 2025-03-19 | View Filing |
| 4 | 2025-03-03 | 2025-03-03 | View Filing |
| 8-K | 2025-02-10 | 2025-02-07 | View Filing |
| S-3ASR | 2025-02-06 | 2025-02-06 | View Filing |
| 4 | 2025-02-03 | 2025-02-03 | View Filing |
| 4 | 2025-01-17 | 2025-01-17 | View Filing |
| 4 | 2025-01-17 | 2025-01-17 | View Filing |
| 4 | 2025-01-17 | 2025-01-17 | View Filing |
| 4 | 2025-01-17 | 2025-01-17 | View Filing |
| 4 | 2025-01-17 | 2025-01-17 | View Filing |
| 4 | 2025-01-17 | 2025-01-17 | View Filing |
| 4 | 2025-01-17 | 2025-01-17 | View Filing |
Algorithm Performance
Upgrade To Premium for Full Access
| Algorithm | Profit/Loss | Profit Factor | # Trades | Sharpe | Sortino | Efficiency |
|---|---|---|---|---|---|---|
| Williams PercentR Strategy | 23.64% | 1 | 440 | 0.03 | 0.1 | 21.16 |
| Larry Williams PercentR Strategy | 17.27% | 1 | 237 | 0.02 | 0.07 | 14.79 |
| Quantum Inspired Strategy | 16.28% | 1 | 592 | 0.01 | 0.05 | 13.8 |
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