Is FactSet Research Stock a Good Investment?
FactSet Research Investment Advice | FDS |
- Examine FactSet Research's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research FactSet Research's leadership team and their track record. Good management can help FactSet Research navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Financial Exchanges & Data space and any emerging trends that could impact FactSet Research's business and its evolving consumer preferences.
- Compare FactSet Research's performance and market position to its competitors. Analyze how FactSet Research is positioned in terms of product offerings, innovation, and market share.
- Check if FactSet Research pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about FactSet Research's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in FactSet Research Systems stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if FactSet Research Systems is a good investment.
Sell | Buy |
Buy
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine FactSet Research Stock
Researching FactSet Research's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 95.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 2.27. FactSet Research Systems recorded earning per share (EPS) of 13.88. The entity last dividend was issued on the 30th of May 2025. The firm had 3:2 split on the 7th of February 2005.
To determine if FactSet Research is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding FactSet Research's research are outlined below:
| Over 95.0% of the company shares are owned by institutional investors | |
| On 18th of June 2025 FactSet Research paid $ 1.1 per share dividend to its current shareholders | |
| Latest headline from investors.com: Netflix Stock Valuation Called Fair Pushback To Buy Ratings |
FactSet Research Quarterly Liabilities And Stockholders Equity |
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FactSet Research uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in FactSet Research Systems. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to FactSet Research's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 28th of March 2024 Upcoming Quarterly Report | View | |
| 27th of June 2024 Next Financial Report | View | |
| 29th of February 2024 Next Fiscal Quarter End | View | |
| 19th of September 2024 Next Fiscal Year End | View | |
| 30th of November 2023 Last Quarter Report | View | |
| 31st of August 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact FactSet Research's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises FactSet Research's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
1999-12-14 | 1999-11-30 | 0.1 | 0.11 | 0.01 | 10 | ||
1999-09-14 | 1999-08-31 | 0.09 | 0.1 | 0.01 | 11 | ||
1998-12-15 | 1998-11-30 | 0.08 | 0.09 | 0.01 | 12 | ||
1997-12-16 | 1997-11-30 | 0.05 | 0.06 | 0.01 | 20 | ||
1996-10-09 | 1996-08-31 | 0.03 | 0.04 | 0.01 | 33 | ||
1998-06-10 | 1998-05-31 | 0.06 | 0.08 | 0.02 | 33 | ||
2008-12-16 | 2008-11-30 | 0.63 | 0.7 | 0.07 | 11 | ||
2019-06-25 | 2019-05-31 | 2.37 | 2.62 | 0.25 | 10 |
FactSet Research Target Price Consensus
FactSet target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. FactSet Research's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 21 | Hold |
Most FactSet analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand FactSet stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of FactSet Research Systems, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationFactSet Research Target Price Projection
FactSet Research's current and average target prices are 440.01 and 440.39, respectively. The current price of FactSet Research is the price at which FactSet Research Systems is currently trading. On the other hand, FactSet Research's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
FactSet Research Market Quote on 15th of July 2025
Target Price
Analyst Consensus On FactSet Research Target Price
FactSet Research Analyst Ratings
FactSet Research's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about FactSet Research stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of FactSet Research's financials, market performance, and future outlook by experienced professionals. FactSet Research's historical ratings below, therefore, can serve as a valuable tool for investors.Know FactSet Research's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as FactSet Research is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading FactSet Research Systems backward and forwards among themselves. FactSet Research's institutional investor refers to the entity that pools money to purchase FactSet Research's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Mitsubishi Ufj Asset Management Co.,ltd | 2025-03-31 | 528 K | Jpmorgan Chase & Co | 2025-03-31 | 505.8 K | Amvescap Plc. | 2025-03-31 | 490.7 K | Citadel Advisors Llc | 2025-03-31 | 468.4 K | Northern Trust Corp | 2025-03-31 | 405.6 K | Charles Schwab Investment Management Inc | 2025-03-31 | 396.2 K | Proshare Advisors Llc | 2025-03-31 | 372.3 K | Nordea Investment Mgmt Bank Demark A/s | 2025-03-31 | 357.1 K | Amundi | 2025-03-31 | 353.9 K | Vanguard Group Inc | 2025-03-31 | 4.8 M | Blackrock Inc | 2025-03-31 | 3.5 M |
FactSet Research's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 16.64 B.Market Cap |
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FactSet Research's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.40 | 0.29 | |
| Return On Capital Employed | 0.24 | 0.42 | |
| Return On Assets | 0.15 | 0.23 | |
| Return On Equity | 0.25 | 0.26 |
Determining FactSet Research's profitability involves analyzing its financial statements and using various financial metrics to determine if FactSet Research is a good buy. For example, gross profit margin measures FactSet Research's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of FactSet Research's profitability and make more informed investment decisions.
FactSet Research's Earnings Breakdown by Geography
Please note, the imprecision that can be found in FactSet Research's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of FactSet Research Systems. Check FactSet Research's Beneish M Score to see the likelihood of FactSet Research's management manipulating its earnings.
Evaluate FactSet Research's management efficiency
FactSet Research Systems has Return on Asset of 0.105 % which means that on every $100 spent on assets, it made $0.105 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2635 %, implying that it generated $0.2635 on every 100 dollars invested. FactSet Research's management efficiency ratios could be used to measure how well FactSet Research manages its routine affairs as well as how well it operates its assets and liabilities. At this time, FactSet Research's Return On Capital Employed is comparatively stable compared to the past year. Return On Assets is likely to gain to 0.23 in 2025, whereas Return On Tangible Assets are likely to drop 0.29 in 2025. At this time, FactSet Research's Asset Turnover is comparatively stable compared to the past year.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 45.22 | 47.49 | |
| Tangible Book Value Per Share | (28.49) | (27.06) | |
| Enterprise Value Over EBITDA | 23.86 | 22.19 | |
| Price Book Value Ratio | 9.68 | 12.23 | |
| Enterprise Value Multiple | 23.86 | 22.19 | |
| Price Fair Value | 9.68 | 12.23 | |
| Enterprise Value | 13.1 B | 13.8 B |
Management at FactSet Research Systems focuses on leveraging technology and optimizing operations. We evaluate the impact of these focuses on the company's financial health and stock performance.
Basic technical analysis of FactSet Stock
As of the 15th of July 2025, FactSet Research shows the Downside Deviation of 1.38, semi deviation of 1.23, and Mean Deviation of 1.07. FactSet Research Systems technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Please confirm FactSet Research Systems standard deviation, as well as the relationship between the maximum drawdown and expected short fall to decide if FactSet Research Systems is priced favorably, providing market reflects its regular price of 440.01 per share. Given that FactSet Research has jensen alpha of (0.05), we urge you to verify FactSet Research Systems's prevailing market performance to make sure the company can sustain itself at a future point.FactSet Research's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific FactSet Research insiders, such as employees or executives, is commonly permitted as long as it does not rely on FactSet Research's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases FactSet Research insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
F Snow over three months ago Disposition of 3000 shares by F Snow of FactSet Research at 469.14 subject to Rule 16b-3 | ||
Christopher Ellis over three months ago Acquisition by Christopher Ellis of 828 shares of FactSet Research subject to Rule 16b-3 |
FactSet Research's Outstanding Corporate Bonds
FactSet Research issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. FactSet Research Systems uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most FactSet bonds can be classified according to their maturity, which is the date when FactSet Research Systems has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| FDS 29 01 MAR 27 Corp BondUS303075AA30 | View | |
| FDS 345 01 MAR 32 Corp BondUS303075AB13 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| META 35 15 AUG 27 Corp BondUS30303M8G02 | View | |
| META 385 15 AUG 32 Corp BondUS30303M8H84 | View | |
| META 445 15 AUG 52 Corp BondUS30303M8J41 | View | |
| META 465 15 AUG 62 Corp BondUS30303M8K14 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Understand FactSet Research's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing FactSet Research's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1442 | |||
| Market Risk Adjusted Performance | 0.2 | |||
| Mean Deviation | 1.07 | |||
| Semi Deviation | 1.23 | |||
| Downside Deviation | 1.38 | |||
| Coefficient Of Variation | 963.65 | |||
| Standard Deviation | 1.59 | |||
| Variance | 2.52 | |||
| Information Ratio | (0.06) | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.14) | |||
| Sortino Ratio | (0.07) | |||
| Treynor Ratio | 0.19 | |||
| Maximum Drawdown | 11.84 | |||
| Value At Risk | (2.06) | |||
| Potential Upside | 2.42 | |||
| Downside Variance | 1.9 | |||
| Semi Variance | 1.52 | |||
| Expected Short fall | (1.23) | |||
| Skewness | 0.8087 | |||
| Kurtosis | 5.61 |
| Risk Adjusted Performance | 0.1442 | |||
| Market Risk Adjusted Performance | 0.2 | |||
| Mean Deviation | 1.07 | |||
| Semi Deviation | 1.23 | |||
| Downside Deviation | 1.38 | |||
| Coefficient Of Variation | 963.65 | |||
| Standard Deviation | 1.59 | |||
| Variance | 2.52 | |||
| Information Ratio | (0.06) | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.14) | |||
| Sortino Ratio | (0.07) | |||
| Treynor Ratio | 0.19 | |||
| Maximum Drawdown | 11.84 | |||
| Value At Risk | (2.06) | |||
| Potential Upside | 2.42 | |||
| Downside Variance | 1.9 | |||
| Semi Variance | 1.52 | |||
| Expected Short fall | (1.23) | |||
| Skewness | 0.8087 | |||
| Kurtosis | 5.61 |
Consider FactSet Research's intraday indicators
FactSet Research intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of FactSet Research stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 15832.35 | |||
| Daily Balance Of Power | (0.43) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 446.21 | |||
| Day Typical Price | 444.14 | |||
| Price Action Indicator | (9.30) | |||
| Period Momentum Indicator | (6.20) | |||
| Relative Strength Index | 30.3 |
FactSet Research Corporate Filings
F4 | 10th of July 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 3rd of July 2025 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 23rd of June 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
ASR | 6th of February 2025 Automatic Shelf Registration Statement under Rule 415 filed with the U.S. Securities and Exchange Commission (SEC) | ViewVerify |
FactSet Stock media impact
There is far too much social signal, news, headlines, and media speculation about FactSet Research that are available to investors today. This information is accessible both publicly - through FactSet Research's media outlets and privately, via word of mouth or internal channels. However, regardless of the source, the sheer volume of FactSet-related data is difficult to distill into actionable insights, especially for investors who are not well-versed in the rapidly evolving tools and techniques of investment management.
A primary focus of FactSet Research news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of FactSet Research relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to FactSet Research's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive FactSet Research alpha.
FactSet Research Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards FactSet Research can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
FactSet Research Systems Historical Investor Sentiment
Investor biases related to FactSet Research's public news can be used to forecast risks associated with an investment in FactSet. The trend in average sentiment can be used to explain how an investor holding FactSet can time the market purely based on public headlines and social activities around FactSet Research Systems. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
FactSet Research's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for FactSet Research and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average FactSet Research news discussions. The higher the estimate score, the more favorable the investor's outlook on FactSet Research.
FactSet Research Maximum Pain Price Across September 19th 2025 Option Contracts
FactSet Research's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of FactSet Research close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of FactSet Research's options.
FactSet Research Corporate Directors
| Malcolm Frank | Independent Director | Profile | |
| Sheila Jordan | Independent Director | Profile | |
| James McGonigle | Lead Independent Director | Profile | |
| Laurie Siegel | Independent Director | Profile |
Additional Tools for FactSet Stock Analysis
When running FactSet Research's price analysis, check to measure FactSet Research's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy FactSet Research is operating at the current time. Most of FactSet Research's value examination focuses on studying past and present price action to predict the probability of FactSet Research's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move FactSet Research's price. Additionally, you may evaluate how the addition of FactSet Research to your portfolios can decrease your overall portfolio volatility.