Factset Research Systems Inc

Factset Research Systems Inc (FDS) Stock Analysis

$301.670

-0.151 (-0.05%)At close

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High
310.000
Open
306.220
VWAP
302.47
Volume
571.94K
Mkt Cap
15.82B
Low
295.741
Amount
173.00M
EV/EBITDA, TTM
13.41

FactSet Research Systems Inc. is a global financial digital platform and enterprise solutions provider. The Company's solutions deliver financial data, analytics, and open technology to global clients, including individual users. Its segments include the Americas, EMEA and Asia Pacific. It provides financial data and market intelligence on securities, companies, industries and people to enable its clients to research investment ideas and analyze, monitor and manage their portfolios. It supports various workflows, including investment research, quantitative research, portfolio management and trading, portfolio analytics, wealth management, ESG investing solutions, industry analysis and data solutions. It provides open and flexible technology offerings, including a configurable desktop and mobile platform, and comprehensive data feeds. Its technology also includes LogoIntern, a workflow tool to streamline the task of adding, organizing, and formatting logos into pitch decks.

AI analysis of Factset Research Systems Inc (FDS)

Buy

FactSet Research Systems Inc is a good buy right now due to its current price of $287.18, which is below the average analyst price target of $300. Additionally, the forward P/E ratio of 13.947 suggests the stock is undervalued compared to its earnings potential. The recent earnings guidance projects EPS between $17.00 and $17.50 for FY27, indicating strong future profitability. However, a risk to consider is the declining gross margin, which fell to 48.59% in Q4 2026, reflecting potential pressure on profitability.

Analyst Ratings (16)

-1.91% Downside
Hold
2 Buy
11 Hold
3 Sell
Current: 301.67
Low
253.00
Average
295.91
High
326.00

BofA

2026-10-01

Price Target

$212

Underperform

Deutsche Bank

2026-10-01

Price Target

$301

Hold

BMO Capital

2026-10-01

Price Target

$300

Market Perform

Wells Fargo

2026-10-01

Price Target

$250

Underweight

Stifel

2026-10-01

Price Target

$292

Hold

Valuation Metrics

The current forward P/E ratio for Factset Research Systems Inc (FDS) is 13.95, compared to its 5-year average forward P/E of 24.47.

Forward P/E

Undervalued
5Y Average P/E
24.47
Current P/E
13.95
Overvalued
30.69
Undervalued
18.25

Forward EV/EBITDA

Undervalued
5Y Average EV/EBITDA
19.06
Current EV/EBITDA
13.41
Overvalued
23.79
Undervalued
14.33

Forward P/S

Undervalued
5Y Average P/S
6.71
Current P/S
3.87
Overvalued
8.44
Undervalued
4.97

Alphio AI Price Scenarios for FDS

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%FDS

$509.02

Scenario price

B

Base

Base · 50%FDS

$455.29

Scenario price

B

Bear

Bear · 25%FDS

$370.13

Scenario price

Whales holding FDS

Y

Yacktman Asset Management LP

+ HoldingFDS

+7.03%

3M Return

L

Loomis, Sayles & Company L.P.

+ HoldingFDS

+5.27%

3M Return

E

Everett Harris & Co.

+ HoldingFDS

+3.57%

3M Return

B

Baron Capital Group, Inc.

+ HoldingFDS

+2.54%

3M Return

A

American Capital Management, Inc.

+ HoldingFDS

+1.32%

3M Return

L

Longaeva Partners L.P.

+ HoldingFDS

+0.80%

3M Return

Events Timeline

2026-10-08 (ET)

09:30:00

FactSet Expands Partnership with Scotia Wealth Management

2026-09-30 (ET)

16:30:00

U.S. Personal Spending Increased 0.6% in August

12:00:00

U.S. Personal Spending Increased 0.6% Month-on-Month in August

09:00:00

Stock Futures Rise, Boeing Up 3%

07:30:00

Sees FY27 Revenue at $2.6B-$2.625B

News

FDS FAQ — answered by Alphio AI

FactSet Research Systems Inc. is a global financial digital platform and enterprise solutions provider. The Company's solutions deliver financial data, analytics, and open technology to global clients, including individual users. Its segments include the Americas, EMEA and Asia Pacific. It provides financial data and market intelligence on securities, companies, industries and people to enable its clients to research investment ideas and analyze, monitor and manage their portfolios. It supports various workflows, including investment research, quantitative research, portfolio management and trading, portfolio analytics, wealth management, ESG investing solutions, industry analysis and data solutions. It provides open and flexible technology offerings, including a configurable desktop and mobile platform, and comprehensive data feeds. Its technology also includes LogoIntern, a workflow tool to streamline the task of adding, organizing, and formatting logos into pitch decks. It operates in the Industrials sector (SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ET industry).

FactSet Research Systems Inc is a good buy right now due to its current price of $287.18, which is below the average analyst price target of $300. Additionally, the forward P/E ratio of 13.947 suggests the stock is undervalued compared to its earnings potential. The recent earnings guidance projects EPS between $17.00 and $17.50 for FY27, indicating strong future profitability. However, a risk to consider is the declining gross margin, which fell to 48.59% in Q4 2026, reflecting potential pressure on profitability.

16 analysts cover FDS: 2 rate it Buy, 11 Hold and 3 Sell. The average price target is 295.91.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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