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FDFDS

FactSet Research Systems Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 6% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (28 mentions/wk)
$FDS·$9.4B·Financial - Data & Stock Exchanges·Financial Services
$306.07+0.2%YTD-4.9%1Y-17.2%
Mentions · last 7 days
2026-08-26: 1 posts2026-08-27: 7 posts2026-08-28: 2 posts2026-08-29: 3 posts2026-08-30: 2 posts2026-08-31: 12 posts2026-09-01: 7 posts36
Price updated 2h ago·X counts updated 4h ago
FDFDS
$FDSFactSet Research Systems Inc.
$306.07+0.21%36 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FDS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

FactSet Research at PE 17x — Q3 EPS beat 1.8% with Steve Hou calling FDS 'biggest AI-boom winner' (+15% two weeks).

FactSet Research Systems is a financial data/analytics platform (competes with BLM/Refinitiv/MSCI) — PE 16.9x trailing with 30% operating margin and 7.7% FCF yield. Down 17% t12m and 5% YTD to 63% of the 52-week range with Q3 FY26 EPS of $4.53 beating estimate by 1.8%. Fresh 8/31 8-K on credit facility extension (term loan to 2029, revolver to 2031). Bamco invested $966.53M 8/27.

  • The Q3 FY26 print was solid: EPS of $4.53 versus $4.45 estimate beat by 1.8% with revenue of $623M growing 6.4% year-over-year — extending a four-quarter beat streak averaging 2% surprises (1.8%, 1.8%, 3.4%, prior), showing consistent operational execution supporting FY26 EPS consensus of $17.79.
  • The 8/31 credit facility extension is meaningful balance-sheet flexibility: $375M term loan extended to 8/2029 and $1B revolver extended to 8/2031 — this is standard capital-structure management that provides ~$1.4B of financing flexibility for share repurchases and potential M&A.
  • The AI-thesis validation from Steve Hou is the fresh narrative: quant researcher Steve Hou called FDS "one of the biggest long-term winners of the AI boom" — stock up 15% in two weeks since, combined with long-holders citing 1.69% dividend yield with 26-year growth streak (7.5% 5-year growth rate).

The coiling above the 50-day resolves at 9/17 Q4 FY26 — a beat plus AI-analytics feature adoption commentary extends the run. ARR-slippage or MSCI/BLM competitive win breaks it back to the 200-day.

Agrees with X sentimentThe X take — patient-bull. Quant researcher Steve Hou called FDS 'one of the biggest long-term winners of the AI boom' — the stock is up 15% in two weeks since, long-holders cite 1.69% dividend yield with 26-year growth streak (5-year growth rate 7.5%). One poster keeps FDS as a core individual pick alongside CARR/MSFT/CNQ. Little bearish voice — matches the mechanical setup.

What to watch: 9/17 Q4 FY26 earnings — beat plus AI-analytics feature adoption commentary. An ARR-slippage surprise or MSCI/BLM competitive win breaks the setup back to the 200-day.

On the calendar: 2026-09-17 - Q4 FY2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-04

FactSet chatter is patient-bull. Quant researcher Steve Hou called FDS 'one of the biggest long-term winners of the AI boom' — the stock is up 15% in two weeks since. Long-holders cite a 1.69% dividend yield with a 26-year growth streak (5-year growth rate 7.5%). One poster keeps FDS as a core individual pick alongside CARR, MSFT and CNQ. There's little bearish voice; the tone is quiet quality-compounder.

Read the AI verdict + X sentiment for $FDS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Financial data and analytics workflow platform serving portfolio managers, investment banks, and wealth advisors globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Financial - Data & Stock Exchanges sits in its cycle right now — and what that implies for $FDS.

Financial - Data & Stock Exchanges · Financial Services

Trading volume — which directly drives exchange transaction revenue — is sustained by macro uncertainty and AI-driven algorithmic activity. Data and analytics subscriptions provide recurring revenue insulation from volume volatility.

What this means for $FDS

Partial — net interest margin and credit quality are the primary earnings drivers; FactSet Research Systems Inc.

Industry benchmark

10-name peer basket
+3.0%YTD
+11.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
16.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
29.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
26.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
51.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 1, 2026$4.53$4.45+1.8%
Q4 2025Mar 31, 2026$4.46$4.38+1.8%
Q3 2025Dec 18, 2025$4.51$4.36+3.4%
Q2 2025Sep 18, 2025$4.05$4.13-1.9%
Next earningsThu, Sep 17·consensus EPS $4.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$622.9M+6.4%49.9%26.7%$3.52$254.0M
Q2 FY26$611.0M+7.1%51.4%30.3%$3.60$185.7M
Q1 FY26$607.6M+6.9%52.6%31.6%$4.08$90.4M
Q4 FY25$596.9M+6.2%51.6%29.7%$4.07$178.1M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.5B$2.5B – $2.5B$17.79$17.52 – $18.0413
FY27$2.6B$2.6B – $2.6B$19.61$19.32 – $20.1213
FY28$2.8B$2.7B – $2.8B$21.86$20.11 – $22.7013
FY29$2.9B$2.9B – $2.9B$23.96$23.75 – $24.146
FY30$3.1B$3.0B – $3.1B$27.39$27.16 – $27.606

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.63%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+14.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+22.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 35.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.695-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 1 other (1 award) in window

See when $FDS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementAug 318-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

FactSet Research Systems Inc. entered into Amendment No. 1 to its credit agreement on August 28, 2026 with PNC Bank as administrative agent, extending the maturity of its $375 million senior unsecured term loan facility to August 28, 2029 and the maturity and commitment termination date of its $1.0 billion senior unsecured revolving facility to August 28, 2031, while increasing revolving commitments. The amendment is among multiple lenders with PNC as administrative agent; terms are otherwise substantially unchanged. A refinancing and term extension at a large financial-data company; the extended maturities reduce near-term refinancing risk and signal lender confidence in FactSet's investment-grade credit profile.

3New insider — initial holdingsAug 123
AI summary

Dinaz Hirji, the newly appointed Chief People Officer of FactSet Research Systems Inc. (FDS), filed a Form 3 initial statement of beneficial ownership on August 12, 2026, with a triggering event date of August 3, 2026. The filing confirms her status as an officer of the company subject to Section 16(a) reporting requirements. As disclosed, Hirji reports no securities of FactSet beneficially owned at the time of filing, either directly or through derivative instruments. Form 3 filings are routine for new insiders and carry no immediate market significance on their own. The filing establishes the baseline from which any future purchases or disposals by this executive will be tracked and reported.

3New insider — initial holdingsApr 223
8-KOfficer or director changeApr 88-K — Item 5.02: Officer or director change
+ 8 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Bamco Inc. NY Invests $966.53 Million in FactSet Research Systems Inc. $FDSdefenseworld.net·7d agoFactSet Research Systems Inc. (NYSE:FDS) Receives Average Rating of “Reduce” from Analystsdefenseworld.net·7d agoBlackRock Inc. Makes New $657.66 Million Investment in FactSet Research Systems Inc. $FDSdefenseworld.net·10d agoFactSet Stock Jumps 58% in 6 Months: Here's What You Should Knowzacks.com·12d agoAurora Investment Counsel Makes New $1.98 Million Investment in FactSet Research Systems Inc. $FDSdefenseworld.net·14d ago

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