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Next Bullish Trade
FDS FactSet Research Systems Inc. NYQ
$241.16 +4.52 (+1.91%)
Neutral · +0.07σ
+ Compare Set alert Open in Sniper

Price chart

Overlay: Click earnings ▲ markers for day-move details

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Financial overlay · last 12 quarters

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-02-28 $0.6B $0.1B $0.2B $0.2B 21.8% 30.3%
2025-11-30 $0.6B $0.2B $0.2B $0.1B 25.1% 31.6%
2025-08-31 $0.6B $0.2B $0.2B $0.2B 25.7% 29.7%
2025-05-31 $0.6B $0.1B $0.2B $0.2B 25.4% 33.2%
2025-02-28 $0.6B $0.1B $0.2B $0.2B 25.4% 32.5%

Earnings replay · last 20 reports

DateEPS actual EPS estSurprise
2026-03-31 4.46 4.38 +1.9%
2025-12-18 4.51 4.36 +3.5%
2025-09-18 4.05 4.13 -1.9%
2025-06-23 4.27 4.30 -0.6%
2025-03-20 4.28 4.18 +2.4%
2024-12-19 4.37 4.28 +2.2%
2024-09-19 3.74 3.62 +3.3%
2024-06-21 4.37 3.90 +12.0%
2024-03-21 4.22 3.88 +8.7%
2023-12-19 4.12 4.11 +0.2%
2023-09-21 2.93 3.49 -16.1%
2023-06-22 3.79 3.60 +5.2%
2023-03-23 3.80 3.67 +3.5%
2022-12-20 3.99 3.63 +10.1%
2022-09-22 3.13 3.21 -2.5%
2022-06-23 3.76 3.22 +16.9%
2022-03-24 3.27 2.97 +9.9%
2021-12-21 3.25 3.00 +8.5%
2021-09-28 2.88 2.73 +5.6%
2021-06-29 2.72 2.75 -1.1%

Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).

Peer comparison · Financial Services

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
FDS ★ $9B 15.5 12.4 3.7 11.0 4.2 51.9% 7.1% -4.5% 6.72%
JPM $859B 15.4 13.6 5.0 — 2.5 — 12.7% 17.2% —
V $613B 28.1 21.7 14.2 20.5 17.3 97.8% 17.1% 35.5% 3.40%
MA $433B 28.3 21.5 12.8 20.8 64.7 100.0% 15.8% 21.2% 3.73%
BAC $398B 13.9 11.1 3.6 — 1.4 — 8.1% 24.4% —
WFC $256B 12.9 10.6 3.2 — 1.6 — 5.7% 15.1% —
GS $314B 19.4 16.2 5.1 — 3.0 82.3% 14.5% 24.2% —
MS $338B 19.4 16.8 4.6 — 3.2 87.4% 16.3% 31.9% —

Auto-seeded from sector. Click any ticker to switch.

Ownership

Top institutional holders

Top-10 concentration: 51.15%

HolderShares% out
BAMCO Inc. 3,756,587 10.31%
Blackrock Inc. 2,825,823 7.76%
Vanguard Capital Management LLC 2,408,636 6.61%
State Street Corporation 1,898,401 5.21%
Vanguard Portfolio Management LLC 1,806,692 4.96%
LOOMIS SAYLES & CO L P 1,478,028 4.06%
Ninety One UK Ltd 1,194,996 3.28%
Geode Capital Management, LLC 1,142,335 3.14%
Invesco Ltd. 1,071,663 2.94%
Morgan Stanley 1,050,320 2.88%

Insider activity · 90d

2 buys / 0 sells · ratio 2.0 · Finnhub

  • Warren Joshua BUY 8,567
  • Warren Joshua BUY 2,272

Analyst estimates

Finnhub
Low
$200.0
Mean
$252.25
High
$380.0
Analysts
16
Recommendation distribution · period 2026-06-01
3
14
8
2
Revision trend (2026-03-01 → 2026-06-01): net -7 → -7 0 (net = strong_buy+buy − sell−strong_sell)

SEC filings

FormFiled DescriptionAction
4 2026-05-05 FORM 4 view ·
8-K 2026-04-08 FORM 8-K view ·
10-Q 2026-04-02 10-Q view ·
8-K 2026-03-31 8-K view ·
8-K 2026-03-04 8-K view ·
4 2026-02-17 FORM 4 view ·
4 2026-01-20 FORM 4 view ·
4 2026-01-20 FORM 4 view ·
4 2026-01-20 FORM 4 view ·
4 2026-01-20 FORM 4 view ·
4 2026-01-20 FORM 4 view ·
4 2026-01-20 FORM 4 view ·
4 2026-01-20 FORM 4 view ·
4 2026-01-20 FORM 4 view ·
4 2026-01-20 FORM 4 view ·
4 2026-01-14 FORM 4 view ·
4 2026-01-12 FORM 4 view ·
4 2026-01-08 FORM 4 view ·
10-Q 2026-01-05 10-Q view ·
8-K 2025-12-22 8-K view ·
8-K 2025-12-18 8-K view ·
4 2025-12-03 FORM 4 view ·
4 2025-11-10 FORM 4 view ·
4 2025-11-05 FORM 4 view ·
4 2025-11-05 FORM 4 view ·
4 2025-11-05 FORM 4 view ·
4 2025-11-05 FORM 4 view ·
4 2025-11-05 FORM 4 view ·
4 2025-11-05 FORM 4 view ·
4 2025-11-05 FORM 4 view ·
4 2025-11-05 FORM 4 view ·
4 2025-11-05 FORM 4 view ·
4 2025-11-05 FORM 4 view ·
4 2025-11-03 FORM 4 view ·
4 2025-11-03 FORM 4 view ·
4 2025-11-03 FORM 4 view ·
4 2025-11-03 FORM 4 view ·
4 2025-11-03 FORM 4 view ·
4 2025-11-03 FORM 4 view ·
4 2025-11-03 FORM 4 view ·
4 2025-11-03 FORM 4 view ·
DEF 14A 2025-10-27 DEF 14A view ·
10-K 2025-10-22 10-K view ·
4 2025-10-08 FORM 4 view ·
4 2025-10-07 FORM 4 view ·
4 2025-09-25 FORM 4 view ·
4 2025-09-24 FORM 4 view ·
8-K 2025-09-18 8-K view ·
4 2025-09-17 FORM 4 view ·
4 2025-09-17 FORM 4 view ·
4 2025-09-17 FORM 4 view ·
4 2025-09-17 FORM 4 view ·
4 2025-09-17 FORM 4 view ·
4 2025-09-17 FORM 4 view ·
4 2025-09-17 FORM 4 view ·
4 2025-09-17 FORM 4 view ·
4 2025-08-05 FORM 4 view ·
4 2025-07-15 FORM 4 view ·
4 2025-07-10 FORM 4 view ·
4 2025-07-09 FORM 4 view ·

About

FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. It offers data, products, and analytical applications; and workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. The company also provides subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research investment ideas, as well as analyze, monitor, and manage portfolios; and solutions covering investment lifecycle of investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, and reporting. In addition, it offers services through configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It operates in Europe, the Middle East, Africa, the Americas, the Asia Pacific, and internationally. The company serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners,…