About FactSet Research Systems Inc. (FDS)
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. FDS has been publicly traded since 1996, giving it 30+ years of trading history.
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.
FDS trades on the US stock exchanges (NYSE/NASDAQ) and is classified as a mid-cap-cap stock with a market capitalization of approximately $7.7 billion. The company employs approximately 12,886 people worldwide.
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
FDS Investment Performance
FDS has declined 28.8% year-to-date in 2026. Over the past 5 years, a $1,000 investment in FDS would have grown to $692, representing a -30.8% total return. Since its IPO in 1996, a $1,000 investment would now be worth $59,975.
$1,000 Invested in FactSet Research Systems Inc. (FDS)
How much would $1,000 invested in FDS be worth today?
What would $1,000 invested in FDS 1 year ago be worth today?
A $1,000 investment in FactSet Research Systems Inc. (FDS) in 2025 would be worth $488 as of May 2026, representing a -51.2% total return.
What would $1,000 invested in FDS 3 years ago be worth today?
A $1,000 investment in FactSet Research Systems Inc. (FDS) in 2023 would be worth $523 as of May 2026, representing a -47.6% total return.
What would $1,000 invested in FDS 5 years ago be worth today?
A $1,000 investment in FactSet Research Systems Inc. (FDS) in 2021 would be worth $692 as of May 2026, representing a -30.8% total return.
What would $1,000 invested in FDS 10 years ago be worth today?
A $1,000 investment in FactSet Research Systems Inc. (FDS) in 2016 would be worth $1,452 as of May 2026, representing a +45.2% total return.
What would $1,000 invested in FDS at IPO be worth today?
A $1,000 investment in FactSet Research Systems Inc. (FDS) at IPO would be worth $59,975 as of May 2026, representing a +5897.5% total return.
Monthly Returns Heatmap
Over the past 29+ years (357 months), FactSet Research Systems Inc. (FDS) has averaged a monthly return of +1.56% with a median return of +1.11%. The stock had 202 positive months (57%) and 153 negative months (43%). The best month in FDS's history was December 1998 with a +52.0% return, while the worst was October 2008 at -25.8%. Historically, March tends to be the strongest month (averaging +4.8%), and February the weakest (-2.5%).
FDS's longest winning streak was 8 consecutive months of gains, while its longest losing streak was 6 consecutive months of losses. The best full year was 1998 with a cumulative return of +89.4%, and the worst was 2025 at -44.4%.
Annual Returns
Over 30 years of trading history, FactSet Research Systems Inc. (FDS) has delivered an average annual return of +18.70% with a median return of +18.09%. The compound annual growth rate (CAGR) is +14.44%. The stock posted gains in 21 years (70%) and losses in 9 years (30%).
FDS's best year was 1998 with a +100.81% gain, while the worst was 2025 at -38.88%. The longest streak of consecutive positive years was 10, and the longest losing streak was 3 years. FDS achieved double-digit gains (10%+) in 16 years. It suffered double-digit losses in 5 years.
| 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 |
FDS Investment Analysis: Valuation, Risk & Dividends
Key factors to consider when evaluating FactSet Research Systems Inc. as an investment
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: FDS
What sector is FDS in? ▼
FDS operates in the Financial Services sector, specifically in the Financial Data & Stock Exchanges industry. This sector includes banks, insurance companies, asset managers, and fintech companies.
How has FDS performed historically? ▼
Over 30 years of trading history, FDS has posted gains in 21 years (70% of the time). The best year was 1998 with a +100.8% return. Past performance does not guarantee future results.
How can I invest in FDS? ▼
You can invest in FDS through any brokerage account that offers access to US stock exchanges. Popular options include commission-free brokers like Fidelity, Charles Schwab, or Robinhood (US), or international brokers like Interactive Brokers. You can buy individual shares or invest through ETFs that hold FDS.
Does FDS pay 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.
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.
How much would $1,000 invested in FDS 10 years ago be worth today? ▼
A $1,000 investment in FDS ten years ago would be worth approximately $1,452 today, representing a 45.2% total return over the decade.
What is FDS's 3-year return? ▼
Over the past 3 years, FDS has returned -47.6%. A $1,000 investment would have grown to $523.
How much would $1,000 invested in FDS at IPO be worth today? ▼
If you invested $1,000 in FDS at its IPO in 1996, it would be worth approximately $59,975 today, a 5,897.5% return over 30 years.
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