DailyIQ
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Sector:Financial ServicesAll sectors
Last updated 17 minutes ago

FDS·FactSet Research Systems Inc.

$.
+. (+.%)
High
$237.19
Open
$230.09
Market Cap
8.45B
52W High
$469.44
Low
$230.01
P. Close
$230.92
P/E
14.37
52W Low
$185.00
Fwd P/E
11.90
Mean Target
$252.44
Technical Score (1D)
73
BUY
News Sentiment
51
MIXED
FactSet Research Systems (FDS) shares have seen a 7% gain over the past three months, outperforming industry peers. This performance is supported by upward revisions to fiscal 2026 earnings estimates, which have increased by 1.3%, signaling analyst optimism. The company also boasts a history of positive earnings surprises, contributing to its attractive investment profile and a Zacks Rank #2 (Buy). Separately, Deutsche Bank has raised its price target for Flowers Foods (FDS) to $8 from $7, while maintaining a 'Hold' rating. This suggests a slightly more optimistic near-term outlook for Flowers Foods, though the 'Hold' rating implies a neutral stance on significant upside. FDS is also highlighted as a small-cap stock with long-term investment potential, contrasting with other underperforming companies in that segment. This positions FDS as an overlooked opportunity within the high-risk, high-reward small-cap market. Investors should watch for continued analyst sentiment shifts and the company's ability to deliver on earnings expectations.
Earnings Summary
FactSet Research Systems Inc. is a global provider of digital financial platforms and enterprise solutions for investment professionals, offering a subscription-based service for financial data and market intelligence. Operating within the Financial Services sector, specifically the Financial Data & Stock Exchanges industry, FactSet's integrated suite of analytical applications and data solutions supports the entire investment lifecycle for a diverse clientele including asset managers and hedge funds. In its most recent reported quarters, FactSet demonstrated a mixed performance against analyst expectations. For Q1 2026, the company reported actual EPS of $4.51 against an estimate of $4.41, and actual revenue of $607.62 million against an estimate of $606.46 million, indicating a beat on both fronts. However, in Q2 2026, FactSet reported actual EPS of $4.46, missing the estimate of $4.41, and actual revenue of $611.02 million, falling short of the $613.57 million estimate. This follows a pattern where the company beat EPS estimates in Q1 2025 and Q4 2025, but missed in Q2 2025 and Q3 2025. Historically, FactSet has shown a general upward trend in revenue, with figures consistently increasing quarter-over-quarter. While EPS has also generally trended upwards, the pattern of beating or missing analyst estimates has been inconsistent. Recent news highlights FactSet's expanded collaboration with J.P. Morgan on a new portfolio analytics solution, "Whole Portfolio Distribution," aimed at institutional investors. However, this is juxtaposed with some analyst caution regarding AI impact and competitive pressures, leading to minor reductions in fair value estimates and price target cuts. Investors will be watching for how FactSet navigates these technological shifts and competitive dynamics, and whether its strategic partnerships can translate into consistent earnings beats in upcoming quarters.

EPS

EstBeatMiss
$3.98$4.13$4.28$4.43$4.58Q2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$4.45 - -
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%
Q2'25$4.30$4.27-0.6%

Revenue

EstBeatMiss
$581M$591M$601M$612M$622MQ2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$617M - -
Q2'26$614M$611M-0.4%
Q1'26$606M$608M+0.2%
Q4'25 - $608M -
Q3'25 - $597M -
Q2'25 - $586M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

FDS Stock Snapshot

FDS is currently trading at $235.46, giving FactSet Research Systems Inc. a market cap of 8.45B and a P/E ratio of 14.4. Today's range spans $230.01–$237.19, with shares opening at $230.09 and moving up $4.54 (2.0%) from the prior close. DailyIQ's technical score sits at 73/100 (BUY) with a news sentiment reading of 51/100.

Over the past year FDS has traded between $185.00 and $469.44 - the current price is +27.3% off the 52-week low and -49.8% from the high. 28 analysts cover the stock with a Hold consensus and a mean 12-month target of $252.44 (range $200.00–$380.00), implying upside of +7.2%.

The bullish technical and neutral sentiment alignment for FDS is especially notable at the small-cap level. Score: 73/100 (BUY). Sentiment: 51/100. Price: $235.46 (near 52-week lows in $185.00–$469.44). The current P/E ratio stands at 14.4. With 8.45B in Financial Services market cap, the primary risk isn't the setup - it's execution. Small-cap Financial Services names with this kind of profile move fast once momentum builds, and the entry point matters more than it does at larger scales.

News sentiment (51/100, neutral) 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 — 8.45B in Financial Services market cap, technical score 73/100 (BUY), price $235.46 (near 52-week lows) — a sustained improvement in the news backdrop could accelerate the bullish technical thesis toward the upper end of the $185.00–$469.44 range faster than fundamental models would suggest.