DailyIQ
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Sector:Financial ServicesAll sectors
Last updated 5 minutes ago

FDS·FactSet Research Systems Inc.

$.
+. (+.%)
After Hours
High
$251.43
Open
$244.88
Market Cap
8.54B
52W High
$453.41
Low
$244.70
P. Close
$247.16
P/E
15.09
52W Low
$185.00
Fwd P/E
12.56
DailyIQ Est.
$235.93
Technical Score (1D)
82
BUY
News Sentiment
62
BULLISH
Autonomous Research lifted FactSet’s price target to $389, signaling a modest bullish outlook that hinges on incremental revenue growth and sustained demand for its data‑analytics platform. The company’s solid fundamentals—consistent revenue growth, a diversified client base, and strong analytics capabilities—underpin a hold stance amid broader market volatility. Recent acquisitions of Portware, BISAM, and CUSIP Global Services broaden FactSet’s product suite and deepen engagement with its 80 % buy‑side client base, potentially driving higher subscription value. FactSet’s 1.86 % dividend yield and 7.85 % annual growth add income appeal, though dividend expansion remains sensitive to macro‑economic shifts that could affect data‑service demand. Barclays’ underweight rating and price target increase to $216 reflect caution over valuation and competitive pressures, suggesting investors weigh upside against valuation concerns. The AI tie‑ups with Google Cloud and TIFIN.AI, the completion of a $505.95 M buyback, and the rollout of the MCP tool from Q3 FY2026 reinforce the company’s AI‑driven growth narrative, but margin compression from higher operating costs remains a risk. Analysts are divided, with some raising targets to $280 or $253 while others maintain neutral or underperform, indicating uncertainty about future performance. Watch the upcoming earnings release for guidance on AI‑related revenue growth, cost‑control initiatives, and any further buyback activity.
Earnings Summary
FactSet Research Systems Inc. is a global provider of digital financial platforms and enterprise solutions that deliver subscription-based financial data and market intelligence to investment professionals, operating within the financial services sector and specifically the financial data & stock exchanges industry. In the most recent quarters, FactSet’s revenue has shown a steady upward trajectory, rising from $570.66 million in Q1 2025 to $607.62 million in Q1 2026, and from $611.02 million in Q2 2026 to $622.92 million in Q3 2026, while EPS moved from $4.28 to $4.51 and then to $4.53, respectively; the company beat estimates in Q1 2025, Q4 2025, Q1 2026, and Q3 2026, but missed in Q2 2025, Q3 2025, and Q2 2026, indicating a pattern of near‑estimate earnings with occasional upside. Historically, FactSet has maintained consistent year‑over‑year revenue growth, with a 6.5% increase from Q1 2025 to Q1 2026, and EPS growth of roughly 5.3% over the same period, underscoring a stable profitability profile even when some quarters fall short of analyst expectations. Recent news highlights FactSet’s strategic acquisitions of Portware, BISAM, and CUSIP, which broaden its product suite and deepen client engagement, as well as AI tie‑ups with Google Cloud and TIFIN that bolster its analytics capabilities; these developments, coupled with a $505.95 million buyback and a modest dividend yield of 1.86% growing at 7.85% annually, suggest potential subscription upticks and dividend expansion, though analysts remain cautious about valuation upside. Going forward, investors should watch for the integration progress of the new acquisitions and the timeline for AI product rollouts, monitor subscription trends among wealth and corporate clients for early revenue impacts, and keep an eye on any analyst revisions or macroeconomic signals that could influence demand for data‑service solutions, as these factors will likely shape FactSet’s next earnings cycle.}}

EPS

EstBeatMiss
$3.98$4.13$4.29$4.45$4.60Q3'25Q4'25Q1'26Q2'26Q3'26Q4'26
QtrEstActual+/−
Q4'26$4.45 - -
Q3'26$4.50$4.53+0.7%
Q2'26$4.41$4.46+1.2%
Q1'26$4.41$4.51+2.2%
Q4'25$4.36$4.51+3.5%
Q3'25$4.13$4.05-1.9%

Revenue

EstBeatMiss
$591M$604M$616M$629M$642MQ3'25Q4'25Q1'26Q2'26Q3'26Q4'26
QtrEstActual+/−
Q4'26$636M - -
Q3'26$624M$623M-0.2%
Q2'26$614M$611M-0.4%
Q1'26$606M$608M+0.2%
Q4'25 - $608M -
Q3'25 - $597M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

FDS Stock Snapshot

FDS is currently trading at $247.11, giving FactSet Research Systems Inc. a market cap of 8.54B and a P/E ratio of 15.1. Today's range spans $244.70–$251.43, with shares opening at $244.88 and moving down $0.05 (0.0%) from the prior close. DailyIQ's technical score sits at 82/100 (BUY) with a news sentiment reading of 62/100.

Over the past year FDS has traded between $185.00 and $453.41 - the current price is +33.6% off the 52-week low and -45.5% from the high. 28 analysts cover the stock with a Hold consensus and a mean 12-month target of $254.00 (range $210.00–$340.00), implying upside of +2.8%.

Short interest can be a signal in itself for FDS - at 8.54B in Financial Services market cap with a bullish technical setup (82/100, BUY) and bullish sentiment (62/100), a high short float turns into a potential catalyst. Price: $247.11 (in the lower half of its 52-week range in $185.00–$453.41). (P/E: 15.1) If the technical momentum persists and shorts are forced to cover, the move can be multiples of what the signal alone would imply - a dynamic unique to small-cap names with the right setup.

News sentiment (62/100, bullish) plays a larger role in small-cap price discovery than in mega-cap names, because the analyst coverage base is narrower and each incremental news item carries more weight in the information set. For FDS — 8.54B in Financial Services market cap, technical score 82/100 (BUY), price $247.11 (in the lower half of its 52-week range) — a sustained improvement in the news backdrop could accelerate the bullish technical thesis toward the upper end of the $185.00–$453.41 range faster than fundamental models would suggest.