FactSet Research Systems Inc.

FDS · Financial Services

About FactSet Research Systems Inc.

FactSet Research Systems Inc. (FDS) has been publicly traded since 1996, making it a 30-year-old public company. It operates in the Financial Data & Stock Exchanges industry within the Financial Services sector. The company is headquartered in Norwalk, United States and employs approximately 12,886 people. With a market capitalization of $7.7 billion, FDS is a mid-sized company with growth potential.

Key Statistics

Current Price
$205.65
Market Cap
$7.70B
52-Week High
$474.79
52-Week Low
$185.00
Sector
Financial Services
Industry
Financial Data & Stock Exchanges

$1,000 Invested

1 Year
$488
+-51%
3 Years
$523
+-48%
5 Years
$692
+-31%
10 Years
$1,452
+45%
Since IPO
$59,975
+5898%

Monthly Returns Heatmap

Annual Returns

Avg Return
+18.70%
Best Year
1998 (+100.81%)
Worst Year
2025 (-38.88%)
Positive Years
21/30
Year Return Start End
2026 -28.77% $288.70 $205.65
2025 -38.88% $472.32 $288.70
2024 +1.62% $464.80 $472.32
2023 +19.99% $387.38 $464.80
2022 -16.75% $465.32 $387.38
2021 +47.49% $315.49 $465.32
2020 +25.13% $252.14 $315.49
2019 +35.51% $186.07 $252.14
2018 +5.02% $177.17 $186.07
2017 +19.44% $148.33 $177.17
2016 +1.75% $145.79 $148.33
2015 +16.73% $124.90 $145.79
2014 +31.30% $95.12 $124.90
2013 +24.93% $76.14 $95.12
2012 +2.18% $74.52 $76.14
2011 -5.88% $79.17 $74.52
2010 +44.08% $54.95 $79.17
2009 +51.05% $36.38 $54.95
2008 -19.54% $45.21 $36.38
2007 -0.69% $45.52 $45.21
2006 +37.92% $33.01 $45.52
2005 +6.28% $31.06 $33.01
2004 +54.09% $20.15 $31.06
2003 +36.01% $14.82 $20.15
2002 -18.59% $18.20 $14.82
2001 -5.27% $19.21 $18.20
2000 -6.56% $20.56 $19.21
1999 +94.23% $10.59 $20.56
1998 +100.81% $5.27 $10.59
1997 +46.43% $3.60 $5.27

Valuation

FDS currently trades at a trailing P/E ratio of 13.1, which is considered low relative to the broader market. The forward P/E of 10.8 suggests analysts expect earnings to be lower in the coming year. The price-to-book ratio stands at 3.5. The price-to-sales ratio is 3.3.

Dividends

FactSet Research Systems Inc. pays a dividend to shareholders with a current yield of 2.14%. This translates to $4.40 per share annually. The payout ratio of 28% indicates sustainable dividend coverage.

Risk & Volatility

FDS has a beta of 0.75, indicating it is less volatile than the overall market. The stock's 52-week range is $185.00 to $474.79, and it currently trades near its 52-week low.

Analyst Ratings

Based on 17 analyst opinions, FDS has a consensus "hold" rating. The average price target of $296.71 suggests 44.3% upside from current levels.

Frequently Asked Questions

What does FactSet Research Systems Inc. do?

FactSet Research Systems Inc. is a Financial Data & Stock Exchanges company operating in the Financial Services sector. The company is headquartered in Norwalk, United States.

What sector is FDS in?

FDS operates in the Financial Services sector, specifically in the Financial Data & Stock Exchanges industry.

When did FDS go public?

FactSet Research Systems Inc. went public in 1996, making it a 30-year-old public company as of 2026.

How much would $1,000 invested in FDS 5 years ago be worth today?

A $1,000 investment in FDS five years ago would be worth approximately $692 today, representing a -30.8% return.

Does FDS pay dividends?

Yes, FactSet Research Systems Inc. pays a dividend with a current yield of 2.14%, which is $4.4 per share annually.

What is FDS's market cap?

FactSet Research Systems Inc. has a market capitalization of $7.7 billion, classifying it as a mid-cap company.

What is FDS's P/E ratio?

FDS has a trailing P/E ratio of 13.1 and a forward P/E of 10.8, which measures how much investors are paying per dollar of earnings.

Is FDS a buy, hold, or sell?

Based on 17 opinions, FDS has a consensus "hold" rating. The average price target is $296.71.

Last updated: 3/14/2026