About FactSet Research Systems Inc. (FDS)
FactSet Research Systems Inc. is a Financial Data & Stock Exchanges company operating in the Financial Services sector.
FDS trades on the US stock exchanges (NYSE/NASDAQ) and is classified as a large-cap stock .
Key Statistics
- Current Price
- $329.57
- Market Cap
- $11.62B
- 52-Week High
- $339.83
- 52-Week Low
- $185.00
- Sector
- Financial Services
- Industry
- Financial Data & Stock Exchanges
$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 $1,247 as of November 2026, representing a +24.7% 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 $797 as of November 2026, representing a -20.3% 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 $804 as of November 2026, representing a -19.6% 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 $2,372 as of November 2026, representing a +137.2% 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 $96,948 as of November 2026, representing a +9594.8% total return.
Monthly Returns Heatmap
Over the past 30+ years (364 months), FactSet Research Systems Inc. (FDS) has averaged a monthly return of +1.68% with a median return of +1.19%. The stock had 208 positive months (57%) and 154 negative months (42%). 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 +5.0%), 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 +20.17% with a median return of +18.09%. The compound annual growth rate (CAGR) is +16.28%. The stock posted gains in 22 years (73%) and losses in 8 years (27%).
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 17 years. It suffered double-digit losses in 4 years.
| Year | Return | Start | End |
|---|---|---|---|
| 2026 | +15.15% | $286.22 | $329.57 |
| 2025 | -38.88% | $468.26 | $286.22 |
| 2024 | +1.62% | $460.81 | $468.26 |
| 2023 | +19.99% | $384.05 | $460.81 |
| 2022 | -16.75% | $461.32 | $384.05 |
| 2021 | +47.49% | $312.78 | $461.32 |
| 2020 | +25.13% | $249.97 | $312.78 |
| 2019 | +35.51% | $184.47 | $249.97 |
| 2018 | +5.02% | $175.65 | $184.47 |
| 2017 | +19.44% | $147.06 | $175.65 |
| 2016 | +1.75% | $144.53 | $147.06 |
| 2015 | +16.73% | $123.82 | $144.53 |
| 2014 | +31.30% | $94.30 | $123.82 |
| 2013 | +24.93% | $75.49 | $94.30 |
| 2012 | +2.18% | $73.88 | $75.49 |
| 2011 | -5.88% | $78.49 | $73.88 |
| 2010 | +44.08% | $54.48 | $78.49 |
| 2009 | +51.05% | $36.06 | $54.48 |
| 2008 | -19.54% | $44.82 | $36.06 |
| 2007 | -0.69% | $45.13 | $44.82 |
| 2006 | +37.92% | $32.72 | $45.13 |
| 2005 | +6.28% | $30.79 | $32.72 |
| 2004 | +54.09% | $19.98 | $30.79 |
| 2003 | +36.01% | $14.69 | $19.98 |
| 2002 | -18.59% | $18.05 | $14.69 |
| 2001 | -5.27% | $19.05 | $18.05 |
| 2000 | -6.56% | $20.39 | $19.05 |
| 1999 | +94.23% | $10.50 | $20.39 |
| 1998 | +100.81% | $5.23 | $10.50 |
| 1997 | +46.43% | $3.57 | $5.23 |
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 22 years (73% 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.
Last updated: 11/1/2026