It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.8% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: FactSet Research (FDS - Free Report) Headquartered in Norwalk, CT, FactSet Research Systems Inc. is a leading provider of integrated financial information, analytical applications and industry-leading service for the global investment community. Through its analytics, service, content and technology, the company offers information to investment professionals like portfolio managers, wealth managers, research and performance analysts, risk managers, research professionals, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and fixed income professionals. By integrating datasets and analytics across asset classes with client data, FactSet supports the workflow of both buy-side and sell-side clients. Through its wide application suite, FactSet offers tools and resources that include company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization and research management solutions. The company derives revenues from subscriptions to products and services such as workstations, analytics, enterprise data, research management, and trade execution.
FDS is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Business Services stock. FDS has a Momentum Style Score of B, and shares are up 14% over the past four weeks.
Two analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.04 to $17.76 per share. FDS boasts an average earnings surprise of +1.1%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, FDS should be on investors' short list.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: FactSet Research (FDS - Free Report) Headquartered in Norwalk, CT, FactSet Research Systems Inc. is a leading provider of integrated financial information, analytical applications and industry-leading service for the global investment community. Through its analytics, service, content and technology, the company offers information to investment professionals like portfolio managers, wealth managers, research and performance analysts, risk managers, research professionals, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and fixed income professionals. By integrating datasets and analytics across asset classes with client data, FactSet supports the workflow of both buy-side and sell-side clients. Through its wide application suite, FactSet offers tools and resources that include company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization and research management solutions. The company derives revenues from subscriptions to products and services such as workstations, analytics, enterprise data, research management, and trade execution.
FDS is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 15.46; value investors should take notice.
Two analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.04 to $17.76 per share. FDS boasts an average earnings surprise of +1.1%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, FDS should be on investors' short list.
Benjamin Edwards Inc. increased its stake in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 142.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,324 shares of the business services provider’s stock after purchasing an additional 1,955 shares during the quarter. Benjamin Edwards Inc.’s holdings in FactSet Research Systems were worth $765,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Alyeska Investment Group L.P. purchased a new position in FactSet Research Systems during the 2nd quarter worth $15,538,000. Wedbush Securities Inc. boosted its holdings in shares of FactSet Research Systems by 6.0% in the second quarter. Wedbush Securities Inc. now owns 7,248 shares of the business services provider’s stock valued at $1,668,000 after acquiring an additional 409 shares in the last quarter. Greenleaf Trust purchased a new stake in shares of FactSet Research Systems in the second quarter valued at about $203,000. New Mexico Educational Retirement Board boosted its holdings in shares of FactSet Research Systems by 5.9% in the second quarter. New Mexico Educational Retirement Board now owns 1,800 shares of the business services provider’s stock valued at $414,000 after acquiring an additional 100 shares in the last quarter. Finally, Mufg Securities Americas Inc. increased its stake in shares of FactSet Research Systems by 6.8% during the second quarter. Mufg Securities Americas Inc. now owns 1,097 shares of the business services provider’s stock worth $252,000 after acquiring an additional 70 shares during the period. 91.24% of the stock is currently owned by hedge funds and other institutional investors.
FactSet Research Systems Trading Up 0.5% Shares of FDS opened at $306.82 on Thursday. FactSet Research Systems Inc. has a twelve month low of $185.00 and a twelve month high of $377.07. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.44. The firm has a market capitalization of $10.91 billion, a P/E ratio of 20.21, a PEG ratio of 1.84 and a beta of 0.71. The firm’s 50-day moving average is $269.70 and its two-hundred day moving average is $238.73.
FactSet Research Systems (NYSE:FDS – Get Free Report) last posted its quarterly earnings results on Wednesday, July 1st. The business services provider reported $4.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.44 by $0.09. The company had revenue of $622.92 million during the quarter, compared to the consensus estimate of $617.91 million. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. The company’s revenue for the quarter was up 6.4% on a year-over-year basis. During the same period last year, the firm earned $4.27 EPS. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. On average, research analysts predict that FactSet Research Systems Inc. will post 17.76 earnings per share for the current fiscal year. FactSet Research Systems Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Monday, August 31st will be given a dividend of $1.16 per share. This represents a $4.64 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Monday, August 31st. FactSet Research Systems’s payout ratio is presently 30.57%.
Analysts Set New Price Targets Several research firms recently issued reports on FDS. Wolfe Research increased their price target on shares of FactSet Research Systems from $225.00 to $240.00 and gave the stock an “underperform” rating in a report on Wednesday, July 1st. Deutsche Bank Aktiengesellschaft lifted their price objective on FactSet Research Systems from $275.00 to $280.00 and gave the company a “hold” rating in a report on Thursday, July 2nd. Morgan Stanley boosted their target price on FactSet Research Systems from $228.00 to $230.00 and gave the stock an “equal weight” rating in a research report on Thursday, July 2nd. Barclays increased their target price on FactSet Research Systems from $210.00 to $216.00 and gave the stock an “underweight” rating in a research note on Monday, July 6th. Finally, Rothschild & Co Redburn cut FactSet Research Systems from a “neutral” rating to a “sell” rating and set a $215.00 price target for the company. in a report on Thursday, June 18th. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, ten have given a Hold rating and six have assigned a Sell rating to the stock. Based on data from MarketBeat, FactSet Research Systems presently has an average rating of “Reduce” and an average price target of $257.57.
Get Our Latest Report on FactSet Research Systems
FactSet Research Systems Company Profile (Free Report)
FactSet Research Systems Inc operates as a global provider of integrated financial data and analytics to the investment community. Founded in 1978 and headquartered in Norwalk, Connecticut, the company offers a unified platform that aggregates content from thousands of sources, delivering real-time and historical market data, company fundamentals, estimates, fixed-income information and proprietary analytics to portfolio managers, research analysts, investment bankers and risk officers.
The company’s core products include the FactSet Workstation, an application offering customizable screening, charting, portfolio analysis and news; APIs and data feeds for seamless integration into proprietary systems; and cloud-based solutions for thematic research and quantitative strategies.
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FactSet Research (FDS - Free Report) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.
A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.
The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.
As such, the Zacks rating upgrade for FactSet is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for FactSet imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.
Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for FactSetThis financial data firm is expected to earn $17.76 per share for the fiscal year ending August 2026, which represents no year-over-year change.
Analysts have been steadily raising their estimates for FactSet. Over the past three months, the Zacks Consensus Estimate for the company has increased 1.3%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of FactSet to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
NORWALK, Conn., Sept. 02, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS), a leading global intelligence and AI solutions provider to the financial markets, today announced it will release its financial and operating results for the fourth quarter fiscal 2026, ending August 31, 2026, on Wednesday, September 30, 2026.
FactSet will host a conference call at 9:00 a.m. Eastern Time on the same day to discuss the results, followed by a live Q&A session.
Please register for the conference call using the above link in advance of the call start time. Upon registration, you will receive dial-in information and a unique access PIN.
The earnings presentation will be available on FactSet’s Investor Relations website at 8:30 a.m. Eastern Time on September 30, 2026, 30 minutes before the earnings call begins.
A replay will be available on the Investor Relations website after 1:00 p.m. Eastern Time on September 30, 2026, and will remain accessible through September 30, 2027. A transcript of the earnings call will be available via FactSet CallStreet.
About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that help our clients maximize their potential. Our digital platform seamlessly integrates proprietary data, third-party sources, and flexible technology to deliver tailored solutions across the buy side, sell side, wealth, and corporate sectors. With over 47 years of expertise, we leverage advanced data connectivity, AI, and next-generation tools to streamline workflows and enable smarter decision-making. As an S&P 500 company serving more than 9,100 global clients and over 247,000 individual users, we are dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.
FactSet
Investor Relations:
Kevin Toomey
+1.212.209.5259 [email protected]
Media Relations:
Alexandra Shevchenko [email protected]
+44 07518 131115
Shares of FactSet Research Systems Inc. (NYSE:FDS – Get Free Report) have earned an average rating of “Reduce” from the eighteen brokerages that are presently covering the firm, MarketBeat reports. Six equities research analysts have rated the stock with a sell rating, ten have assigned a hold rating, one has assigned a buy rating and one has issued a strong buy rating on the company. The average twelve-month target price among analysts that have updated their coverage on the stock in the last year is $253.00.
A number of research analysts have issued reports on FDS shares. Jefferies Financial Group increased their target price on shares of FactSet Research Systems from $225.00 to $253.00 and gave the stock a “hold” rating in a research report on Thursday, July 2nd. Barclays boosted their price target on FactSet Research Systems from $210.00 to $216.00 and gave the company an “underweight” rating in a research note on Monday, July 6th. The Goldman Sachs Group downgraded FactSet Research Systems from a “sell” rating to an “underweight” rating in a research report on Thursday, June 18th. Deutsche Bank Aktiengesellschaft raised their price objective on FactSet Research Systems from $275.00 to $280.00 and gave the stock a “hold” rating in a research note on Thursday, July 2nd. Finally, BMO Capital Markets lifted their price objective on FactSet Research Systems from $257.00 to $275.00 and gave the company a “market perform” rating in a report on Thursday, July 2nd.
Read Our Latest Analysis on FDS
Institutional Investors Weigh In On FactSet Research Systems Institutional investors and hedge funds have recently bought and sold shares of the company. Geneos Wealth Management Inc. increased its holdings in FactSet Research Systems by 188.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 98 shares of the business services provider’s stock valued at $45,000 after buying an additional 64 shares during the period. BOKF NA lifted its holdings in shares of FactSet Research Systems by 5,100.0% during the 3rd quarter. BOKF NA now owns 104 shares of the business services provider’s stock worth $30,000 after acquiring an additional 102 shares during the period. Navalign LLC bought a new stake in shares of FactSet Research Systems during the 4th quarter worth approximately $32,000. Litman Gregory Wealth Management LLC acquired a new stake in shares of FactSet Research Systems during the 4th quarter worth approximately $32,000. Finally, MUFG Securities EMEA plc acquired a new stake in shares of FactSet Research Systems during the 2nd quarter worth approximately $50,000. Institutional investors own 91.24% of the company’s stock. FactSet Research Systems Stock Down 0.4% FDS opened at $295.02 on Thursday. The stock has a fifty day moving average of $260.88 and a 200-day moving average of $235.01. The company has a market capitalization of $10.49 billion, a P/E ratio of 19.43, a P/E/G ratio of 1.99 and a beta of 0.70. FactSet Research Systems has a fifty-two week low of $185.00 and a fifty-two week high of $384.33. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.68 and a current ratio of 0.68.
FactSet Research Systems (NYSE:FDS – Get Free Report) last released its quarterly earnings results on Wednesday, July 1st. The business services provider reported $4.53 EPS for the quarter, beating the consensus estimate of $4.44 by $0.09. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. The business had revenue of $622.92 million for the quarter, compared to the consensus estimate of $617.91 million. During the same period in the prior year, the company posted $4.27 earnings per share. FactSet Research Systems’s revenue was up 6.4% compared to the same quarter last year. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. On average, equities analysts expect that FactSet Research Systems will post 17.76 EPS for the current year.
FactSet Research Systems Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Monday, August 31st will be given a $1.16 dividend. The ex-dividend date is Monday, August 31st. This represents a $4.64 dividend on an annualized basis and a dividend yield of 1.6%. FactSet Research Systems’s dividend payout ratio (DPR) is presently 30.57%.
(Get Free Report)
FactSet Research Systems Inc operates as a global provider of integrated financial data and analytics to the investment community. Founded in 1978 and headquartered in Norwalk, Connecticut, the company offers a unified platform that aggregates content from thousands of sources, delivering real-time and historical market data, company fundamentals, estimates, fixed-income information and proprietary analytics to portfolio managers, research analysts, investment bankers and risk officers.
The company’s core products include the FactSet Workstation, an application offering customizable screening, charting, portfolio analysis and news; APIs and data feeds for seamless integration into proprietary systems; and cloud-based solutions for thematic research and quantitative strategies.
Recommended Stories Five stocks we like better than FactSet Research Systems Williams-Sonoma’s Quarter Gave Bulls More Than Just a Beat-and-Raise Alcoa’s Gallium Project Opens a New Door Beyond Aluminum Oura’s $16 Billion IPO Could Put a New Price on Wearable Tech Can Tesla’s Flying Roadster Distract From Its Real Risks?
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Bamco Inc. NY purchased a new position in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 4,200,856 shares of the business services provider’s stock, valued at approximately $966,533,000. FactSet Research Systems comprises approximately 1.5% of Bamco Inc. NY’s investment portfolio, making the stock its 14th largest holding. Bamco Inc. NY owned 11.81% of FactSet Research Systems at the end of the most recent quarter.
Other hedge funds and other institutional investors have also modified their holdings of the company. Jones Financial Companies Lllp grew its position in shares of FactSet Research Systems by 5.6% in the first quarter. Jones Financial Companies Lllp now owns 1,727 shares of the business services provider’s stock valued at $785,000 after purchasing an additional 91 shares during the period. Empowered Funds LLC grew its holdings in FactSet Research Systems by 27.6% in the 1st quarter. Empowered Funds LLC now owns 972 shares of the business services provider’s stock valued at $442,000 after buying an additional 210 shares during the period. Geneos Wealth Management Inc. increased its stake in shares of FactSet Research Systems by 188.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 98 shares of the business services provider’s stock valued at $45,000 after acquiring an additional 64 shares during the last quarter. EverSource Wealth Advisors LLC lifted its holdings in shares of FactSet Research Systems by 58.6% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 138 shares of the business services provider’s stock worth $62,000 after acquiring an additional 51 shares during the period. Finally, Cerity Partners LLC boosted its position in shares of FactSet Research Systems by 15.6% in the second quarter. Cerity Partners LLC now owns 5,247 shares of the business services provider’s stock worth $2,347,000 after acquiring an additional 707 shares during the last quarter. 91.24% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades A number of equities research analysts have issued reports on FDS shares. BMO Capital Markets boosted their price target on FactSet Research Systems from $257.00 to $275.00 and gave the company a “market perform” rating in a research report on Thursday, July 2nd. Morgan Stanley boosted their target price on FactSet Research Systems from $228.00 to $230.00 and gave the stock an “equal weight” rating in a report on Thursday, July 2nd. UBS Group reissued a “buy” rating on shares of FactSet Research Systems in a research report on Wednesday, July 22nd. The Goldman Sachs Group cut shares of FactSet Research Systems from a “sell” rating to an “underweight” rating in a research report on Thursday, June 18th. Finally, Royal Bank Of Canada reissued a “sector perform” rating and issued a $240.00 price objective on shares of FactSet Research Systems in a research report on Thursday, July 2nd. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, ten have given a Hold rating and six have issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Reduce” and an average price target of $253.00.
Read Our Latest Stock Analysis on FactSet Research Systems FactSet Research Systems Trading Down 0.4% Shares of NYSE:FDS opened at $295.02 on Thursday. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.44. The company’s 50-day moving average price is $260.88 and its 200 day moving average price is $235.01. The company has a market cap of $10.49 billion, a PE ratio of 19.43, a P/E/G ratio of 1.99 and a beta of 0.70. FactSet Research Systems Inc. has a fifty-two week low of $185.00 and a fifty-two week high of $384.33.
FactSet Research Systems (NYSE:FDS – Get Free Report) last announced its quarterly earnings results on Wednesday, July 1st. The business services provider reported $4.53 EPS for the quarter, beating the consensus estimate of $4.44 by $0.09. The company had revenue of $622.92 million for the quarter, compared to analyst estimates of $617.91 million. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. FactSet Research Systems’s revenue was up 6.4% compared to the same quarter last year. During the same quarter last year, the business earned $4.27 earnings per share. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. Sell-side analysts anticipate that FactSet Research Systems Inc. will post 17.76 earnings per share for the current year.
FactSet Research Systems Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Monday, August 31st will be given a $1.16 dividend. This represents a $4.64 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date is Monday, August 31st. FactSet Research Systems’s dividend payout ratio is currently 30.57%.
FactSet Research Systems Company Profile (Free Report)
FactSet Research Systems Inc operates as a global provider of integrated financial data and analytics to the investment community. Founded in 1978 and headquartered in Norwalk, Connecticut, the company offers a unified platform that aggregates content from thousands of sources, delivering real-time and historical market data, company fundamentals, estimates, fixed-income information and proprietary analytics to portfolio managers, research analysts, investment bankers and risk officers.
The company’s core products include the FactSet Workstation, an application offering customizable screening, charting, portfolio analysis and news; APIs and data feeds for seamless integration into proprietary systems; and cloud-based solutions for thematic research and quantitative strategies.
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BlackRock Inc. bought a new position in FactSet Research Systems Inc. (NYSE:FDS – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The fund bought 2,858,389 shares of the business services provider’s stock, valued at approximately $657,658,000. BlackRock Inc. owned about 8.04% of FactSet Research Systems as of its most recent SEC filing.
Several other hedge funds have also recently made changes to their positions in FDS. BOKF NA grew its position in FactSet Research Systems by 5,100.0% in the third quarter. BOKF NA now owns 104 shares of the business services provider’s stock worth $30,000 after acquiring an additional 102 shares in the last quarter. Navalign LLC purchased a new stake in FactSet Research Systems during the fourth quarter valued at approximately $32,000. Litman Gregory Wealth Management LLC bought a new stake in shares of FactSet Research Systems in the 4th quarter valued at approximately $32,000. Elyxium Wealth LLC bought a new stake in shares of FactSet Research Systems in the 4th quarter valued at approximately $35,000. Finally, Geneos Wealth Management Inc. boosted its holdings in shares of FactSet Research Systems by 188.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 98 shares of the business services provider’s stock worth $45,000 after purchasing an additional 64 shares during the period. 91.24% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades Several equities analysts have recently weighed in on the company. Deutsche Bank Aktiengesellschaft boosted their target price on FactSet Research Systems from $275.00 to $280.00 and gave the company a “hold” rating in a research report on Thursday, July 2nd. Barclays raised their price target on FactSet Research Systems from $210.00 to $216.00 and gave the stock an “underweight” rating in a research report on Monday, July 6th. UBS Group reaffirmed a “buy” rating on shares of FactSet Research Systems in a research note on Wednesday, July 22nd. Wells Fargo & Company increased their target price on shares of FactSet Research Systems from $200.00 to $210.00 and gave the company an “underweight” rating in a research note on Thursday, July 2nd. Finally, Jefferies Financial Group raised their target price on shares of FactSet Research Systems from $225.00 to $253.00 and gave the stock a “hold” rating in a report on Thursday, July 2nd. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, ten have assigned a Hold rating and six have issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Reduce” and a consensus price target of $253.00.
Read Our Latest Analysis on FDS FactSet Research Systems Stock Down 0.2% Shares of NYSE FDS opened at $299.26 on Monday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.68 and a current ratio of 0.68. The firm has a market capitalization of $10.64 billion, a price-to-earnings ratio of 19.71, a PEG ratio of 2.01 and a beta of 0.70. The stock has a 50 day moving average price of $257.01 and a 200 day moving average price of $233.33. FactSet Research Systems Inc. has a 52-week low of $185.00 and a 52-week high of $386.52.
FactSet Research Systems (NYSE:FDS – Get Free Report) last released its quarterly earnings data on Wednesday, July 1st. The business services provider reported $4.53 EPS for the quarter, topping the consensus estimate of $4.44 by $0.09. The company had revenue of $622.92 million for the quarter, compared to the consensus estimate of $617.91 million. FactSet Research Systems had a return on equity of 30.68% and a net margin of 23.21%.FactSet Research Systems’s quarterly revenue was up 6.4% on a year-over-year basis. During the same period last year, the business posted $4.27 EPS. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. Sell-side analysts expect that FactSet Research Systems Inc. will post 17.76 earnings per share for the current year.
FactSet Research Systems Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Monday, August 31st will be paid a dividend of $1.16 per share. The ex-dividend date is Monday, August 31st. This represents a $4.64 annualized dividend and a dividend yield of 1.6%. FactSet Research Systems’s dividend payout ratio (DPR) is currently 30.57%.
FactSet Research Systems Company Profile (Free Report)
FactSet Research Systems Inc operates as a global provider of integrated financial data and analytics to the investment community. Founded in 1978 and headquartered in Norwalk, Connecticut, the company offers a unified platform that aggregates content from thousands of sources, delivering real-time and historical market data, company fundamentals, estimates, fixed-income information and proprietary analytics to portfolio managers, research analysts, investment bankers and risk officers.
The company’s core products include the FactSet Workstation, an application offering customizable screening, charting, portfolio analysis and news; APIs and data feeds for seamless integration into proprietary systems; and cloud-based solutions for thematic research and quantitative strategies.
Read More Five stocks we like better than FactSet Research Systems VIG, VYM, and VYMI: Which Vanguard Dividend ETF Is Right for You? 3 Closed-End Funds to Maximize Dividend Payments Rocket Lab’s Sell-Off Is Fading—Is It Finally Safe to Buy? $27 Billion in Buybacks: 3 Stocks Betting Their Strong Runs Aren’t Over Want to see what other hedge funds are holding FDS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for FactSet Research Systems Inc. (NYSE:FDS – Free Report).
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Key Takeaways FactSet shares gained 57.8% in six months, outperforming the industry and the S&P 500 Composite.FDS beat earnings estimates in the past three fiscal quarters as OCF and FCF grew consistently.FactSet expanded partnerships with RepRisk, Google Cloud and TIFIN.AI to bolster AI and investing solutions. FactSet (FDS - Free Report) stock has gained 57.8% over the past six months, outperforming both the industry’s and the Zacks S&P 500 Composite's 12.6% rally.
6-Month Share Price Performance Image Source: Zacks Investment Research
Let us delve deeper into the factors that have contributed to the company’s outperformance.
Repeated Earnings BeatOver the past three fiscal quarters, FactSet has reported earnings beats, a highly impressive feat for investors. In the first quarter of fiscal 2026, the company’s earnings per share of $4.51 outpaced the consensus estimate by 2.7%.
On a similar note, FactSet’s earnings of $4.46 and $4.53 per share during the second and third quarters of fiscal 2026 beat the consensus estimate by 2.1% and 2%, respectively. Consistent earnings beats signal the market that the company holds pricing power or structural market share gains that mitigate macroeconomic headwinds.
Image Source: Zacks Investment Research
It drives multiple expansions of the price-to-earnings and price-to-sales ratios beyond numerical growth in earnings. FactSet’s valuation ratios have moved along an expanding trajectory over the past six months.
P/E TTM, Price/Sales TTM Image Source: Zacks Investment Research
FCF & OCF Show Similar TrendOperating cash flow (OCF) and free cash flow (FCF) grew consistently over the past three fiscal quarters. A parallel rise in these metrics implies that the company’s CapEx remained stable relative to cash generation. FactSet stock’s lofty growth over the past six months, alongside a consistent cash flow expansion, suggests that the market is rewarding high-quality and cash-driven growth rather than accounting gains.
Image Source: Zacks Investment Research
Image Source: Zacks Investment Research
Investors perceive this cash flow expansion across OCF and FCF as an indication of share buybacks and dividend payments, which are vital factors that lead to investing in these shares. Over the past three fiscal quarters, FactSet’s share repurchases amounted to nearly $950 million and dividend payments close to $250 million, which not only boost shareholder morale by raising the bottom line but also appeal to income-seeking investors.
Strategic Partnerships Shift Market PerceptionFactSet entered three major partnership agreements in June and July 2026. In July, the company expanded its partnership with RepRisk to solidify a sustainable investing solution suite for clients. In June, FactSet partnered with Google Cloud to create a generation of AI-backed solutions for the financial industry.
The company expanded Wealth Management Workflow AI capabilities leveraging a partnership with TIFIN.AI. These partnerships shift the narrative and strengthen the company’s market perception, leading investors to expect substantial growth in revenues and margins in the upcoming quarters.
Zacks Rank & Stocks to ConsiderFactSet currently carries a Zacks Rank #3 (Hold).
Some higher-ranked stocks in the broader Zacks Business Services sector are Gartner (IT - Free Report) and Coursera (COUR - Free Report) , each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Gartner has a long-term earnings growth expectation of 21%. IT delivered a trailing four-quarter earnings surprise of 13.5%, on average.
Coursera has a long-term earnings growth expectation of 49.6%. COUR delivered a trailing four-quarter earnings surprise of 10.9%, on average.
Aurora Investment Counsel acquired a new stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,616 shares of the business services provider’s stock, valued at approximately $1,982,000.
A number of other hedge funds have also modified their holdings of the company. WPG Advisers LLC boosted its position in FactSet Research Systems by 76.9% in the fourth quarter. WPG Advisers LLC now owns 92 shares of the business services provider’s stock valued at $27,000 after buying an additional 40 shares during the last quarter. Geneos Wealth Management Inc. raised its holdings in shares of FactSet Research Systems by 188.2% during the first quarter. Geneos Wealth Management Inc. now owns 98 shares of the business services provider’s stock worth $45,000 after purchasing an additional 64 shares during the last quarter. Field & Main Bank purchased a new position in shares of FactSet Research Systems during the fourth quarter worth $29,000. BOKF NA lifted its position in FactSet Research Systems by 5,100.0% during the third quarter. BOKF NA now owns 104 shares of the business services provider’s stock valued at $30,000 after purchasing an additional 102 shares during the period. Finally, Navalign LLC acquired a new position in FactSet Research Systems during the fourth quarter valued at $32,000. 91.24% of the stock is owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth FDS has been the topic of a number of recent research reports. BMO Capital Markets upped their target price on FactSet Research Systems from $257.00 to $275.00 and gave the stock a “market perform” rating in a research note on Thursday, July 2nd. The Goldman Sachs Group cut FactSet Research Systems from a “sell” rating to an “underweight” rating in a research report on Thursday, June 18th. Weiss Ratings raised FactSet Research Systems from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, July 13th. UBS Group restated a “buy” rating on shares of FactSet Research Systems in a research report on Wednesday, July 22nd. Finally, Deutsche Bank Aktiengesellschaft raised their price objective on shares of FactSet Research Systems from $275.00 to $280.00 and gave the stock a “hold” rating in a research note on Thursday, July 2nd. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, ten have assigned a Hold rating and six have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Reduce” and an average price target of $253.00.
Check Out Our Latest Stock Analysis on FactSet Research Systems FactSet Research Systems Stock Performance Shares of FDS stock opened at $298.14 on Thursday. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.44. FactSet Research Systems Inc. has a 12-month low of $185.00 and a 12-month high of $387.75. The business’s 50 day moving average is $254.61 and its two-hundred day moving average is $232.66. The company has a market capitalization of $10.60 billion, a P/E ratio of 19.64, a P/E/G ratio of 1.92 and a beta of 0.70.
FactSet Research Systems (NYSE:FDS – Get Free Report) last posted its quarterly earnings data on Wednesday, July 1st. The business services provider reported $4.53 EPS for the quarter, beating analysts’ consensus estimates of $4.44 by $0.09. FactSet Research Systems had a return on equity of 30.68% and a net margin of 23.21%.The business had revenue of $622.92 million during the quarter, compared to analysts’ expectations of $617.91 million. During the same period in the previous year, the business earned $4.27 earnings per share. The business’s revenue was up 6.4% compared to the same quarter last year. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. Analysts expect that FactSet Research Systems Inc. will post 17.76 EPS for the current fiscal year.
FactSet Research Systems Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Monday, August 31st will be issued a dividend of $1.16 per share. This represents a $4.64 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend is Monday, August 31st. FactSet Research Systems’s dividend payout ratio (DPR) is presently 30.57%.
(Free Report)
FactSet Research Systems Inc operates as a global provider of integrated financial data and analytics to the investment community. Founded in 1978 and headquartered in Norwalk, Connecticut, the company offers a unified platform that aggregates content from thousands of sources, delivering real-time and historical market data, company fundamentals, estimates, fixed-income information and proprietary analytics to portfolio managers, research analysts, investment bankers and risk officers.
The company’s core products include the FactSet Workstation, an application offering customizable screening, charting, portfolio analysis and news; APIs and data feeds for seamless integration into proprietary systems; and cloud-based solutions for thematic research and quantitative strategies.
Featured Articles Five stocks we like better than FactSet Research Systems Bloom Energy’s AI Surge Meets a Valuation Reality Check Target Is Winning Shoppers Back—Can the Rally Reach $180? IonQ’s Space Contract Points to a New Frontier for Quantum Investors Is Apple’s AI Strategy Smarter Than Skeptics Think? Want to see what other hedge funds are holding FDS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for FactSet Research Systems Inc. (NYSE:FDS – Free Report).
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On August 13, 2026, FactSet Research Systems Inc (FDS) shares rose 3.3% to a current price of $287.18. This increase comes amidst a 52-week range that has seen
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Stock to Watch: FactSet Research (FDS - Free Report) Headquartered in Norwalk, CT, FactSet Research Systems Inc. is a leading provider of integrated financial information, analytical applications and industry-leading service for the global investment community. Through its analytics, service, content, and technology, the company offers information to investment professionals like portfolio managers, wealth managers, research and performance analysts, risk managers, research professionals, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and fixed income professionals. By integrating datasets and analytics across asset classes with client data, FactSet supports the workflow of both buy-side and sell-side clients. Through its wide application suite, FactSet offers tools and resources that include company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization and research management solutions. The company derives revenues from subscriptions to products and services such as workstations, analytics, enterprise data, research management, and trade execution.
FDS is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. FDS has a Growth Style Score of B, forecasting year-over-year earnings growth of 4.6% for the current fiscal year.
For fiscal 2026, seven analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.10 to $17.76 per share. FDS boasts an average earnings surprise of +1.1%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, FDS should be on investors' short list.
NORWALK, Conn., Aug. 13, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS), a leading global intelligence and AI solutions provider to the financial markets, today announced that its Board of Directors approved a regular quarterly cash dividend of $1.16 per share.
Assenagon Asset Management S.A. raised its stake in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 89.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,465 shares of the business services provider’s stock after acquiring an additional 7,771 shares during the quarter. Assenagon Asset Management S.A.’s holdings in FactSet Research Systems were worth $3,788,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also made changes to their positions in the stock. WPG Advisers LLC boosted its position in FactSet Research Systems by 76.9% during the fourth quarter. WPG Advisers LLC now owns 92 shares of the business services provider’s stock valued at $27,000 after purchasing an additional 40 shares in the last quarter. Field & Main Bank purchased a new position in FactSet Research Systems in the fourth quarter valued at about $29,000. BOKF NA raised its holdings in FactSet Research Systems by 5,100.0% in the third quarter. BOKF NA now owns 104 shares of the business services provider’s stock worth $30,000 after purchasing an additional 102 shares in the last quarter. Navalign LLC bought a new position in FactSet Research Systems in the fourth quarter worth about $32,000. Finally, Litman Gregory Wealth Management LLC purchased a new stake in shares of FactSet Research Systems during the fourth quarter valued at about $32,000. 91.24% of the stock is currently owned by hedge funds and other institutional investors.
FactSet Research Systems Stock Down 1.5% NYSE:FDS opened at $278.75 on Thursday. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.44. FactSet Research Systems Inc. has a twelve month low of $185.00 and a twelve month high of $387.75. The company has a market cap of $9.92 billion, a PE ratio of 18.36, a P/E/G ratio of 1.90 and a beta of 0.70. The company’s 50 day moving average is $251.02 and its two-hundred day moving average is $232.18.
FactSet Research Systems (NYSE:FDS – Get Free Report) last posted its quarterly earnings results on Wednesday, July 1st. The business services provider reported $4.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.44 by $0.09. The business had revenue of $622.92 million during the quarter, compared to analysts’ expectations of $617.91 million. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. The business’s quarterly revenue was up 6.4% on a year-over-year basis. During the same quarter last year, the company posted $4.27 earnings per share. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. Analysts anticipate that FactSet Research Systems Inc. will post 17.76 EPS for the current year.
Wall Street Analyst Weigh In A number of research firms have recently weighed in on FDS. Weiss Ratings upgraded shares of FactSet Research Systems from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, July 13th. Deutsche Bank Aktiengesellschaft increased their target price on shares of FactSet Research Systems from $275.00 to $280.00 and gave the company a “hold” rating in a research report on Thursday, July 2nd. The Goldman Sachs Group downgraded shares of FactSet Research Systems from a “sell” rating to an “underweight” rating in a research note on Thursday, June 18th. Jefferies Financial Group lifted their price target on shares of FactSet Research Systems from $225.00 to $253.00 and gave the stock a “hold” rating in a report on Thursday, July 2nd. Finally, Wells Fargo & Company upped their price target on FactSet Research Systems from $200.00 to $210.00 and gave the stock an “underweight” rating in a research report on Thursday, July 2nd. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, ten have given a Hold rating and six have given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Reduce” and a consensus target price of $253.00.
Read Our Latest Analysis on FactSet Research Systems
FactSet Research Systems Profile (Free Report)
FactSet Research Systems Inc operates as a global provider of integrated financial data and analytics to the investment community. Founded in 1978 and headquartered in Norwalk, Connecticut, the company offers a unified platform that aggregates content from thousands of sources, delivering real-time and historical market data, company fundamentals, estimates, fixed-income information and proprietary analytics to portfolio managers, research analysts, investment bankers and risk officers.
The company’s core products include the FactSet Workstation, an application offering customizable screening, charting, portfolio analysis and news; APIs and data feeds for seamless integration into proprietary systems; and cloud-based solutions for thematic research and quantitative strategies.
Further Reading Five stocks we like better than FactSet Research Systems GE Vernova’s AI Power Boom Faces a Profit Test Cardinal Health Earnings: Can Perfection Get Priced In Twice? Nebius’ Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand Legacy Jet Builders Stall While Embraer Accelerates to New Highs Want to see what other hedge funds are holding FDS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for FactSet Research Systems Inc. (NYSE:FDS – Free Report).
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Investment reflects a focus on AI-native infrastructure supporting research, advisory, and capital markets workflows
, /PRNewswire/ -- Finster AI, the AI intelligence layer for financial professionals, today announced a strategic investment by UBS Investment Bank as part of Finster's Series B financing round, alongside FactSet.
The investment relates to the development of AI-native workflows, secure enterprise systems, and trusted data infrastructure to support financial institutions in areas such as research, analysis, and client service.
Finster AI is an AI-native platform designed to support research, analysis, and content workflows across investment banking and asset management. Finster's intuitive platform uses AI to integrate structured financial data, unstructured content, and institutional knowledge into unified workflows to generate faster, traceable insights, and enhance client engagement.
The proactive AI can create client-ready briefing decks, model companies and markets ahead of strategic transactions, and continuously monitor sectors for emerging trends, competitive activity, opportunities, and market-moving events. By accelerating research, surfacing relevant insights, and simplifying analysis, the platform allows users to increase productivity and unlock more revenue generating opportunities.
Finster's technology is being developed in collaboration with ecosystem partners including FactSet, whose AI for Banking platform provides a secure, unified environment for workflow automation and data-driven insight generation across investment banking and research teams.
Finster is designed to integrate with the internal and external data sources financial institutions rely on. Through FactSet's AI for Banking platform, Finster brings financial data and analytics into AI-native workflows and connects seamlessly with widely used applications including Microsoft Excel and PowerPoint.
"UBS Investment Bank's investment in Finster AI reflects our interest in technologies that support the continued evolution of investment banking workflows," said Greg Peirce, Co-Head of Global Banking APAC and AI Business Sponsor. "AI and data infrastructure continue to advance across financial services, with potential applications in enhancing efficiency, transparency, and insight generation across advisory and capital markets activities."
The investment will support Finster's continued development of enterprise-grade AI infrastructure tailored to investment banking use cases, including expanded workflow capabilities, deeper data integrations, and functionality designed for regulated environments.
"This investment from UBS Investment Bank, alongside FactSet reflects the growing importance of AI-native infrastructure in investment banking," said Sid Jayakumar, CEO, Finster AI.
"We believe the next generation of banking workflows will be built on trusted data, secure AI infrastructure, and workflow-aware automation that enables faster, more transparent, and better-informed decision-making. Through FactSet's AI for Banking platform, we are bringing those capabilities directly into the banking workflows where they can create the greatest impact."
About Finster AI
Finster AI is an AI-native intelligence and agent orchestration platform purpose-built for investment banks, asset managers, and institutional investors. The platform helps financial institutions source, synthesize, and act on structured data, unstructured content, internal knowledge, and external market signals within existing workflows and tools. Led by experts from DeepMind, Meta, J.P. Morgan, and Morgan Stanley, Finster is building enterprise-grade AI infrastructure for the financial services industry.
About FactSet
FactSet (NYSE:FDS| NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that help our clients maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy side, sell side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, a presence in 20 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,100 global clients and over 247,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.
California State Teachers Retirement System increased its stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 19.0% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 42,573 shares of the business services provider’s stock after acquiring an additional 6,805 shares during the quarter. California State Teachers Retirement System owned approximately 0.12% of FactSet Research Systems worth $9,238,000 at the end of the most recent reporting period.
Other large investors also recently added to or reduced their stakes in the company. Mattern Capital Management LLC grew its stake in shares of FactSet Research Systems by 48.8% in the fourth quarter. Mattern Capital Management LLC now owns 30,391 shares of the business services provider’s stock worth $8,819,000 after acquiring an additional 9,971 shares in the last quarter. Ticino Wealth acquired a new stake in shares of FactSet Research Systems in the fourth quarter valued at $1,946,000. Argo Wealth Advisory LLC purchased a new position in FactSet Research Systems in the fourth quarter valued at $1,622,000. Investment House LLC boosted its holdings in FactSet Research Systems by 311.5% in the fourth quarter. Investment House LLC now owns 42,393 shares of the business services provider’s stock valued at $12,302,000 after purchasing an additional 32,092 shares during the period. Finally, Hendley & Co. Inc. acquired a new position in FactSet Research Systems during the 4th quarter worth $2,162,000. 91.24% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth A number of equities research analysts have issued reports on the company. UBS Group reaffirmed a “buy” rating on shares of FactSet Research Systems in a research report on Wednesday, July 22nd. Morgan Stanley upped their target price on shares of FactSet Research Systems from $228.00 to $230.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 2nd. Bank of America raised their target price on shares of FactSet Research Systems from $205.00 to $210.00 and gave the company an “underperform” rating in a report on Thursday, July 2nd. Rothschild & Co Redburn downgraded shares of FactSet Research Systems from a “neutral” rating to a “sell” rating and set a $215.00 price target for the company. in a research note on Thursday, June 18th. Finally, Wells Fargo & Company increased their price objective on shares of FactSet Research Systems from $200.00 to $210.00 and gave the company an “underweight” rating in a research report on Thursday, July 2nd. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, ten have given a Hold rating and six have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Reduce” and a consensus target price of $253.00.
Read Our Latest Analysis on FactSet Research Systems
FactSet Research Systems Stock Up 2.5% Shares of NYSE:FDS opened at $269.88 on Tuesday. FactSet Research Systems Inc. has a 1-year low of $185.00 and a 1-year high of $398.50. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.68 and a quick ratio of 0.68. The stock has a market cap of $9.60 billion, a P/E ratio of 17.78, a P/E/G ratio of 1.77 and a beta of 0.70. The firm has a fifty day moving average price of $246.49 and a 200 day moving average price of $232.57.
FactSet Research Systems (NYSE:FDS – Get Free Report) last announced its earnings results on Wednesday, July 1st. The business services provider reported $4.53 EPS for the quarter, beating analysts’ consensus estimates of $4.44 by $0.09. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. The business had revenue of $622.92 million during the quarter, compared to analysts’ expectations of $617.91 million. During the same period in the prior year, the company earned $4.27 earnings per share. The business’s revenue was up 6.4% compared to the same quarter last year. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. Sell-side analysts predict that FactSet Research Systems Inc. will post 17.76 EPS for the current year.
FactSet Research Systems Profile (Free Report)
FactSet Research Systems Inc operates as a global provider of integrated financial data and analytics to the investment community. Founded in 1978 and headquartered in Norwalk, Connecticut, the company offers a unified platform that aggregates content from thousands of sources, delivering real-time and historical market data, company fundamentals, estimates, fixed-income information and proprietary analytics to portfolio managers, research analysts, investment bankers and risk officers.
The company’s core products include the FactSet Workstation, an application offering customizable screening, charting, portfolio analysis and news; APIs and data feeds for seamless integration into proprietary systems; and cloud-based solutions for thematic research and quantitative strategies.
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A month has gone by since the last earnings report for FactSet Research (FDS - Free Report) . Shares have added about 5.2% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is FactSet due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for FactSet Research Systems Inc. before we dive into how investors and analysts have reacted as of late.
FactSet’s Q3 Earnings Beat EstimatesFactSet Research Systems Inc. has reported third-quarter fiscal 2026 adjusted earnings of $4.53 per share, beating the Zacks Consensus Estimate of $4.44 by 2%. The figure increased 6.1% from the year-ago quarter.
Revenues of $622.9 million surpassed the consensus mark of $617.2 million by 0.9% and rose 6.4% year over year. Organic revenues grew 7%, while organic ASV rallied 7.1% to $2.49 billion.
FDS’s Revenue Growth Gains TractionFactSet’s top line benefited from continued demand across institutional buy-side and wealth management clients. Organic revenues were $622.9 million, up from $582.2 million in the prior-year period.
The company’s revenue growth reflected stronger client engagement and expanding enterprise relationships. Management noted that clients continued to choose FactSet for differentiated content, analytics and workflow solutions.
FactSet’s ASV Momentum Remains HealthyAnnual Subscription Value, or ASV, was $2.48 billion as of May 31, 2026, compared with $2.34 billion a year ago. Organic ASV came in at $2.49 billion, increasing $165 million year over year.
Organic ASV increased $35.4 million over the past three months. FactSet’s annual ASV retention remained above 95%, while enterprise renewals in the quarter extended 30% in length on average.
FDS’ Regional Revenues Show Broad GrowthRevenues from the Americas were $407.2 million in the third quarter of fiscal 2026, up 7% on an organic basis from the year-ago quarter. The region remained FactSet’s largest revenue contributor, supported by an ASV base of $1.62 billion.
EMEA revenues were $152 million, with organic revenue growth of 5.3%. The Asia Pacific revenues rose 10.5% organically to $63.7 million, whereas organic ASV growth in the region was 10%, the strongest among FactSet’s reported regions.
FactSet’s Margins Reflect Cost PressureAdjusted operating income was $211.8 million, down 1.7% from the prior-year quarter. The adjusted operating margin contracted to 34% from 36.8% a year earlier.
The margin decline reflected higher compensation and technology-related expenses. The GAAP operating margin was 26.7%, down from 33.2% due to higher employee compensation costs, including one-time charges and CEO compensation costs.
FDS’ Cash Flow & Capital Returns ImproveFactSet generated $284.5 million in net cash from operating activities during the quarter, up 12.1% year over year. The free cash flow increased 11.1% to $254 million.
The company returned $243.4 million to shareholders in the quarter. This included $203.1 million in share repurchases and $40.3 million in dividends. FactSet also raised its quarterly dividend by 6 cents to $1.16 per share, marking its 27th consecutive year of dividend increases.
FactSet Reaffirms FY26 OutlookFDS has reaffirmed its fiscal 2026 guidance. The company continues to expect organic ASV growth of $130-$160 million and GAAP revenues of $2.45-$2.47 billion.
The adjusted operating margin is expected to be 34-35.5%. Adjusted diluted earnings are projected between $17.25 and $17.75 per share.
How Have Estimates Been Moving Since Then?It turns out, estimates review have trended downward during the past month.
VGM ScoresCurrently, FactSet has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with a D. However, the stock was allocated a grade of B on the value side, putting it in the top 40% for value investors.
Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions looks promising. Notably, FactSet has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
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The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
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Stock to Watch: FactSet Research (FDS - Free Report) Headquartered in Norwalk, CT, FactSet Research Systems Inc. is a leading provider of integrated financial information, analytical applications and industry-leading service for the global investment community. Through its analytics, service, content, and technology, the company offers information to investment professionals like portfolio managers, wealth managers, research and performance analysts, risk managers, research professionals, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and fixed income professionals. By integrating datasets and analytics across asset classes with client data, FactSet supports the workflow of both buy-side and sell-side clients. Through its wide application suite, FactSet offers tools and resources that include company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization and research management solutions. The company derives revenues from subscriptions to products and services such as workstations, analytics, enterprise data, research management, and trade execution.
FDS is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 14.81; value investors should take notice.
Seven analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.11 to $17.76 per share. FDS also boasts an average earnings surprise of +1.1%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, FDS should be on investors' short list.
American Capital Management Inc. cut its position in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 68.1% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 43,008 shares of the business services provider’s stock after selling 91,943 shares during the period. American Capital Management Inc. owned 0.12% of FactSet Research Systems worth $9,332,000 as of its most recent filing with the SEC.
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. boosted its stake in shares of FactSet Research Systems by 444,058.1% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 13,857,733 shares of the business services provider’s stock worth $4,021,376,000 after acquiring an additional 13,854,613 shares in the last quarter. Bamco Inc. NY increased its stake in shares of FactSet Research Systems by 58.8% in the 4th quarter. Bamco Inc. NY now owns 2,888,845 shares of the business services provider’s stock valued at $838,314,000 after purchasing an additional 1,069,786 shares in the last quarter. State Street Corp raised its holdings in FactSet Research Systems by 1.2% in the 3rd quarter. State Street Corp now owns 1,961,231 shares of the business services provider’s stock worth $561,873,000 after purchasing an additional 23,660 shares during the period. Invesco Ltd. boosted its position in FactSet Research Systems by 16.2% during the third quarter. Invesco Ltd. now owns 793,832 shares of the business services provider’s stock worth $227,425,000 after purchasing an additional 110,686 shares in the last quarter. Finally, AQR Capital Management LLC grew its holdings in FactSet Research Systems by 4,547.4% in the fourth quarter. AQR Capital Management LLC now owns 705,062 shares of the business services provider’s stock valued at $204,602,000 after purchasing an additional 689,891 shares during the period. Institutional investors and hedge funds own 91.24% of the company’s stock.
FactSet Research Systems Stock Up 4.5% Shares of FDS opened at $265.85 on Tuesday. The stock has a 50 day moving average price of $241.92 and a 200 day moving average price of $233.32. FactSet Research Systems Inc. has a one year low of $185.00 and a one year high of $419.21. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.68 and a current ratio of 0.68. The stock has a market capitalization of $9.46 billion, a price-to-earnings ratio of 17.51, a PEG ratio of 1.71 and a beta of 0.72.
FactSet Research Systems (NYSE:FDS – Get Free Report) last announced its quarterly earnings data on Wednesday, July 1st. The business services provider reported $4.53 earnings per share for the quarter, beating analysts’ consensus estimates of $4.44 by $0.09. FactSet Research Systems had a return on equity of 30.68% and a net margin of 23.21%.The company had revenue of $622.92 million for the quarter, compared to analyst estimates of $617.91 million. During the same quarter last year, the firm posted $4.27 EPS. The firm’s revenue for the quarter was up 6.4% on a year-over-year basis. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. Equities research analysts forecast that FactSet Research Systems Inc. will post 17.76 earnings per share for the current fiscal year.
FactSet Research Systems Increases Dividend The firm also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Friday, May 29th were paid a $1.16 dividend. This is an increase from FactSet Research Systems’s previous quarterly dividend of $1.10. This represents a $4.64 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend was Friday, May 29th. FactSet Research Systems’s payout ratio is 30.57%.
Analyst Upgrades and Downgrades A number of research firms have recently commented on FDS. Rothschild & Co Redburn cut FactSet Research Systems from a “neutral” rating to a “sell” rating and set a $215.00 price objective for the company. in a research report on Thursday, June 18th. Barclays increased their price objective on shares of FactSet Research Systems from $210.00 to $216.00 and gave the company an “underweight” rating in a report on Monday, July 6th. Wells Fargo & Company lifted their target price on shares of FactSet Research Systems from $200.00 to $210.00 and gave the company an “underweight” rating in a research report on Thursday, July 2nd. Bank of America boosted their target price on shares of FactSet Research Systems from $205.00 to $210.00 and gave the stock an “underperform” rating in a research note on Thursday, July 2nd. Finally, UBS Group restated a “buy” rating on shares of FactSet Research Systems in a research report on Wednesday, July 22nd. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, ten have issued a Hold rating and six have given a Sell rating to the stock. According to MarketBeat, FactSet Research Systems currently has a consensus rating of “Reduce” and an average price target of $253.00.
Read Our Latest Analysis on FDS
FactSet Research Systems Company Profile (Free Report)
FactSet Research Systems Inc operates as a global provider of integrated financial data and analytics to the investment community. Founded in 1978 and headquartered in Norwalk, Connecticut, the company offers a unified platform that aggregates content from thousands of sources, delivering real-time and historical market data, company fundamentals, estimates, fixed-income information and proprietary analytics to portfolio managers, research analysts, investment bankers and risk officers.
The company’s core products include the FactSet Workstation, an application offering customizable screening, charting, portfolio analysis and news; APIs and data feeds for seamless integration into proprietary systems; and cloud-based solutions for thematic research and quantitative strategies.
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NORWALK, Conn., July 27, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS), a leading global data and AI solutions provider to the financial markets, today announced that Di Hirji has been appointed Chief People & Workforce Transformation Officer, effective August 3, 2026. She will succeed Catrina Harding, who is leaving FactSet after three years and will remain in an advisory capacity through a transition period.
"We are delighted to welcome Di to FactSet," said Sanoke Viswanathan, Chief Executive Officer of FactSet. "As we accelerate our transformation to an AI-native company, how we design our organization, develop our people, and bring human and agentic capabilities together will be central to our success. Di is a proven people leader with deep transformation experience and is well positioned to help us build the workforce of FactSet's next chapter."
Di Hirji most recently served as Chief People Officer for S&P Global Market Intelligence and S&P Dow Jones Indices. Previously, she held senior HR leadership positions at Thomson Reuters and spent eight years in management consulting at Accenture, leading change and organization development programs for Fortune 500 and FTSE 100 clients. Hirji has worked across Europe, Asia, and the Americas over a career spanning more than 20 years.
"FactSet sits at the intersection of data, technology, and AI," said Di Hirji. "Becoming an AI-native company is as much a people story as a technology one — how we work, the skills we build, and how humans and AI come together will define what FactSet becomes. I look forward to building on the foundation Catrina, and the team have put in place, and to helping shape what comes next."
Viswanathan continued, "I want to thank Catrina for her leadership and partnership over the past three years. She has made meaningful contributions to FactSet as a leader and member of our executive team, and in strengthening our People function. We wish her every success in her future endeavors."
"Leading FactSet’s People organization has been one of the greatest privileges of my career,” said Catrina Harding. “I am proud of what we have built together and the foundation we have created for the future. I look forward to partnering with Di to ensure a seamless transition.”
About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,100 global clients and over 247,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.
Forward-Looking Statements
This press release contains forward-looking statements based on management's current expectations, estimates, forecasts and projections about future events, trends, contingencies, and circumstances, industries in which FactSet operates and the beliefs and assumptions of management. All statements that address expectations, guidance, outlook or projections about the future, including statements about the Company's strategy, product development, revenues, future financial results, anticipated growth, market position, subscriptions, expected expenditures or investments, trends in FactSet’s business and financial results, are forward-looking statements. Forward-looking statements may be identified by words like "may," "might," "will," "should," "expects," "plans," "anticipates," "believes," "estimates," "intends," "projects," "indicates," "predicts," "potential," or "continue," the negative of those terms, and similar expressions. Forward-looking statements are not guarantees of future performance, outcomes, events, or actions and involve a number of known and unknown risks, uncertainties, and assumptions. Many factors, including those discussed more fully elsewhere in this release and in FactSet's filings with the Securities and Exchange Commission, particularly its latest annual report on Form 10-K, including Item 1A, Risk Factors, and quarterly reports on Form 10-Q, as well as others, could cause results, performance, achievements, or activities to differ materially from those expressed or implied by the forward-looking statements. Accordingly, the Company cautions readers not to place undue reliance on any forward-looking statements, which speak only as of the date they are made. FactSet assumes no duty to and does not undertake to update or revise any forward-looking statement to reflect events or circumstances arising after the date on which it is made, except as required by applicable law. Future results could differ materially from historical performance.
As insurance companies face growing pressure to modernize investment operations, Curi Holdings' is leveraging FactSet's Portfolio Analytics Suite to strengthen decision-making and position for long-term growth
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
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Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
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Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: FactSet Research (FDS - Free Report) Headquartered in Norwalk, CT, FactSet Research Systems Inc. is a leading provider of integrated financial information, analytical applications and industry-leading service for the global investment community. Through its analytics, service, content, and technology, the company offers information to investment professionals like portfolio managers, wealth managers, research and performance analysts, risk managers, research professionals, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and fixed income professionals. By integrating datasets and analytics across asset classes with client data, FactSet supports the workflow of both buy-side and sell-side clients. Through its wide application suite, FactSet offers tools and resources that include company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization and research management solutions. The company derives revenues from subscriptions to products and services such as workstations, analytics, enterprise data, research management, and trade execution.
FDS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. FDS has a Growth Style Score of B, forecasting year-over-year earnings growth of 4.5% for the current fiscal year.
Six analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.10 to $17.75 per share. FDS also boasts an average earnings surprise of +1.1%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, FDS should be on investors' short list.
Technologické akcie mají za sebou mimořádně silné období, ale podle analytika Patria Finance Branislava Sotáka nejdůležitější investiční příběh posledních let ještě zdaleka nekončí. Přestože se část investorů obává, že už jsme u vrcholu AI boomu, růst rekordních kapitálových výdajů technologických gigantů zatím žádné zásadní ochlazení nenaznačuje. V podcastu Analytický radar vysvětluje, proč dál věří Nvidii, kde vidí nové příležitosti v polovodičovém řetězci a proč začíná být zajímavý i dlouho přehlížený softwarový sektor.
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40:35 Software jako nový hedge?
AI cyklus nekončí, ani nevykazuje známky únavy
Investiční svět se v posledních dvou letech točí kolem umělé inteligence. Zatímco mnozí investoři se už začínají bát vyčerpání růstového příběhu, Branislav Soták podobné obavy zatím nesdílí. „AI investiční cyklus zatím nekončí, nevykazuje žádné známky zpomalení,“ říká otevřeně.
Investice do AI infrastruktury se postupně staly jedním z hlavních motorů americké ekonomiky. „Odhaduje se, že až šest nebo sedm procent amerického HDP letos tvoří investice do AI infrastruktury.“ AI je tak bez nadsázky alfa a omega současného trhu. „Ať se podíváme na výkonnost indexů, nebo na růst zisků firem, všude najdeme AI.“
Paměťové čipy zažívají bezprecedentní boom
Jedním z největších vítězů současného cyklu jsou výrobci paměťových čipů. Trojice Micron, Samsung a SK Hynix těží z extrémního nedostatku výrobních kapacit a tlačí ceny prudce vzhůru. „Tato situace je bezprecedentní. Nic podobného jsme v minulosti neviděli a zatím nic nenasvědčuje tomu, že by měla v dohledné době skončit,“ říká Soták.
Přesto upozorňuje, že právě tento segment zůstává dlouhodobě cyklický. Investoři by proto neměli podlehnout dojmu, že současný boom potrvá věčně. „Paměťový segment byl vždy cyklický a podle mého názoru si tuto povahu zachová i do budoucna.“ První skutečný test současné cenové síly podle něj přijde ve druhé polovině příštího roku, kdy začne Micron zprovozňovat nové výrobní kapacity v americkém Idahu.
Nvidia už není jen výrobce čipů
Jednou z nejzajímavějších změn posledních měsíců bylo opětovné zařazení Nvidie mezi investiční tipy Patria Finance. Důvodů je podle Sotáka hned několik. „Pokud člověk věří, že investiční cyklus do AI nekončí, pak je Nvidia paradoxně velmi levná expozice na tento trend.“
Přestože akcie Nvidie za poslední roky vzrostly o tisíce procent, ocenění firmy není podle něj přehnané. „Valuace Nvidie dnes není vyšší než před pěti lety. Akcie jsou mnohonásobně výše, ale firma je úplně jiná.“
Klíčové navíc je, že Nvidia už dávno není pouze výrobcem grafických procesorů. S novou generací Vera Rubin rozšiřuje své působení směrem k procesorům CPU, síťové infrastruktuře, optickým propojením i softwarové platformě CUDA. Právě tato diverzifikace podle Sotáka výrazně zvyšuje odolnost byznysu. „Je to celý technologický stack, který zákazník kupuje.“
Nové úzké hrdlo?
Zatímco investoři se dlouhé měsíce soustředili na nedostatek výpočetních čipů a pamětí, Soták upozorňuje na další potenciálně kritické místo celého řetězce. Takzvaný advanced packaging. Jde o závěrečnou fázi výroby čipů, kdy se jednotlivé komponenty skládají do jednoho funkčního systému.
„Advanced packaging je úzkým hrdlem polovodičového řetězce už poměrně dlouho a zatím nic nenasvědčuje tomu, že by se to mělo změnit.“
Z tohoto trendu podle něj mohou těžit nejen společnosti typu Taiwan Semiconductor Manufacturing (TSMC), ale také výrobci specializovaných zařízení jako ASML, Applied Materials nebo BE Semiconductor.
ASML zůstává evropskou jedničkou
Právě ASML patří mezi firmy, které Soták považuje za dlouhodobě mimořádně atraktivní v Evropě. Nizozemská společnost je prakticky monopolním dodavatelem strojů pro výrobu nejpokročilejších čipů na světě. „ASML je podle mě jedna z nejlepších evropských akcií pro dlouhodobé držení.“
Investory u ní sice v posledních měsících znepokojily informace o odkladu nasazení nejmodernější generace výrobních strojů ze strany TSMC. Soták však upozorňuje, že prostor rychle zaplnil Intel. „Vypadá to, že hozenou rukavici zvedl Intel, který už nejmodernější stroje ASML nasadil do výroby.“
Inflace největším krátkodobým rizikem
Ačkoli se většina technologických investorů soustředí na AI, Soták upozorňuje, že trhy stále velmi citlivě reagují na vývoj inflace. „Nejhorší dny pro technologický sektor v prvním pololetí přišly ve chvílích, kdy se připomněla inflační hrozba.“
Vyšší inflace totiž tlačí vzhůru dlouhé výnosy dluhopisů, což následně zvyšuje diskontní sazby používané při oceňování akcií. A nejcitlivější jsou právě růstové technologické firmy. „Rychle rostoucí společnosti mají větší část očekávaných cash flow v budoucnosti, a proto na růst sazeb doplácejí nejvíce.“
Podle Sotáka však ani případné vyšší náklady financování nemusí zásadně ohrozit AI investice. „O investicích nebude rozhodovat jejich cena, ale návratnost a konečná poptávka. A tam zatím žádné problémy nevidíme.“
IPO OpenAI a Anthropic? Krátkodobé zemětřesení, nikoliv konec příběhu
Velkým tématem příštích měsíců budou také očekávané veřejné nabídky akcií firem OpenAI a Anthropic. Podle Sotáka může jít krátkodobě o významný faktor pro trh. „Pravděpodobně půjde hlavně o problém absorbovat nové množství kapitálu, které na trh přijde.“
Naopak z dlouhodobého pohledu zůstává hlavní otázka stále stejná. „Nejdůležitější je, kde jsme v rámci AI cyklu a jestli bude pokračovat. A zatím nevidíme žádné známky, že by se měl zlomit.“
Právě tato jednoduchá teze podle Branislava Sotáka vysvětluje nejen vývoj technologických akcií, ale i většiny globálních finančních trhů. Dokud totiž nepřijde důkaz, že poptávka po AI infrastruktuře slábne, zůstává umělá inteligence dominantním investičním příběhem současnosti.
Přehlížená příležitost roku?
Zatímco výrobci čipů a infrastruktury kralují trhu, softwarový sektor letos výrazně zaostal. Právě to však podle Sotáka vytváří příležitost. „Brutální propad softwarových akcií byl podle mě překvapivý i pro celý trh.“
Firmy jako ServiceNow, Salesforce nebo FactSet nyní podle něj paradoxně nabízejí kombinaci nižšího ocenění a vysoké schopnosti generovat hotovost. „Free cash flow yield je u řady těchto společností dvojciferný. Připomíná to velké technologické firmy před nástupem AI investiční horečky.“
Zajímavé je podle něj i chování těchto titulů během tržních výkyvů. Když investoři zpochybní tempo AI investic, výrobci čipů obvykle prudce klesají. Softwarové společnosti naopak mnohdy rostou. „Software se poslední dobou chová trochu jako hedge vůči hardwaru.“
Americké trhy vstupují do nového týdne pod tíhou střelby v Hormuzském průlivu, kde došlo k oboustrannému porušení příměří. Na úbytě dnes tedy byly růstové tituly v čele s technologickým sektorem. Dařilo se energetickým společnostem díky rostoucí ceně ropy.
Index S&P 500 -0,78 % na 7516,68 b.
Index Dow Jones -0,26 % na 52498,82 b.
Index Nasdaq Composite -1,55 % na 25,873,18 b.
Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Energie +3,2 % Informační technologie -2,1 % Utility +0,7 % Sektor komunikací -1 % Finanční sektor +0,6 % Průmysl -0,9 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna FactSet Research Systems (FDS) +6,5 % APPLVN CRP A O (APP) -13 % Gartner (IT) +6,1 % SANDISK CORP O (SNDK) -13 % Intuit (INTU) +5,4 % MRVL TCHNLGY O (MRVL) -7,8 % Valero Energy (VLO) +5,4 % Oracle (ORCL) -6,5 % Phillips 66 (PSX) +5,3 % Intel (INTC) -6,1 % Zdroj: Reuters
SummaryI define dividend growth stocks as those with dividend increases of 5 or more consecutive years.In this monthly series, I rank a selection of dividend growth stocks and present the top 10 stocks for consideration.This month, I'm presenting the top 10 dividend growth stocks with a 5-year yield-on-cost of 2.5% or higher and a consensus upside of at least 5%.July’s top 10 is led by MLI (a stock I own), which offers the highest quality score and trades about 16% below my fair value estimate.I plan to expand my ROL position while maintaining overweight allocations in INTU and ACN, emphasizing disciplined portfolio sizing and quality screening. gustavofrazao/iStock via Getty Images
My database of dividend growth [DG] stocks contains more than 720 stocks with dividend increase streaks of 5 or more years. I use different screens every month to find interesting candidates.
I assess the quality
27.78K Followers
Analyst’s Disclosure: I/we have a beneficial long position in the shares of ACN, INTU, MLI, ROL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: FactSet Research (FDS - Free Report) Headquartered in Norwalk, CT, FactSet Research Systems Inc. is a leading provider of integrated financial information, analytical applications and industry-leading service for the global investment community. Through its analytics, service, content, and technology, the company offers information to investment professionals like portfolio managers, wealth managers, research and performance analysts, risk managers, research professionals, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and fixed income professionals. By integrating datasets and analytics across asset classes with client data, FactSet supports the workflow of both buy-side and sell-side clients. Through its wide application suite, FactSet offers tools and resources that include company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization and research management solutions. The company derives revenues from subscriptions to products and services such as workstations, analytics, enterprise data, research management, and trade execution.
FDS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 13.96; value investors should take notice.
For fiscal 2026, six analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.10 to $17.75 per share. FDS boasts an average earnings surprise of +1.1%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, FDS should be on investors' short list.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: FactSet Research (FDS - Free Report) Headquartered in Norwalk, CT, FactSet Research Systems Inc. is a leading provider of integrated financial information, analytical applications and industry-leading service for the global investment community. Through its analytics, service, content, and technology, the company offers information to investment professionals like portfolio managers, wealth managers, research and performance analysts, risk managers, research professionals, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and fixed income professionals. By integrating datasets and analytics across asset classes with client data, FactSet supports the workflow of both buy-side and sell-side clients. Through its wide application suite, FactSet offers tools and resources that include company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization and research management solutions. The company derives revenues from subscriptions to products and services such as workstations, analytics, enterprise data, research management, and trade execution.
FDS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Business Services stock. FDS has a Momentum Style Score of A, and shares are up 5% over the past four weeks.
Six analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.10 to $17.75 per share. FDS boasts an average earnings surprise of +1.1%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, FDS should be on investors' short list.
Key Takeaways FactSet is benefiting from recurring revenue growth, client wins and rising AI solution adoption.FDS expanded its AI capabilities through partnerships and renewed major client agreements in fiscal 2026.FDS faces margin pressure from higher AI and cloud spending, along with intense industry competition. Shares of FactSet Research Systems Inc. (FDS - Free Report) have had a decent run over the past three months. The stock has risen 9.9% compared with the industry's 8.4% growth. The Zacks S&P 500 Composite rose 13.2% during the said time frame.
FDS has a Growth Score of B, which condenses key financial metrics to reflect a fair sense of the quality and sustainability of its growth.
The company’s fourth-quarter fiscal 2026 earnings are expected to increase 7.2% year over year. Earnings for fiscal 2026 and 2027 are projected to rise 4.4% and 11.2%, respectively, year over year. Revenues are expected to increase 6.2% in fiscal 2026 and 5.8% in fiscal 2027.
Factors That Bode Well for FDSFactSet provides integrated financial information, analytical applications and industry-leading service for the global investment community. The company is benefiting from its recurring revenue model, with growth driven by increasing Annual Subscription Value (ASV). Its organic ASV increased 7.1% year over year to $2.48 billion in the third quarter of fiscal 2026, marking FactSet's fastest growth rate since the first quarter of fiscal 2024.
Recent client wins have also contributed to FDS’s top-line growth. During the last reported quarter, the company renewed a five-year enterprise contract with a leading global investment bank that broadened its use of FactSet's data offerings. It secured a partnership with LPL Financial to power cloud-native trading applications using FactSet's real-time data platform.
Technological advancements and the rapid adoption of artificial intelligence (AI) have also become key catalysts for FDS’ subscription growth. It has been expanding its customer base and enhancing operational efficiency. The company reported strong Data solutions segment growth in the third quarter of fiscal 2026, driven by increasing adoption of its Model Context Protocol platform. Management also highlighted that more than 90% of FactSet's top 50 clients currently use four or more AI solutions.
Strategic partnerships with multiple organizations are expanding FDS’ AI capabilities. FDS formed a strategic partnership with Google Cloud to bring its financial intelligence capabilities into Gemini Enterprise, expand agent interoperability and develop next-generation AI agents for financial workflows. The company is broadening its AI capabilities across investment banking, asset management and wealth management applications through partnerships with InSync Analytics, Jynbios AI and Tiffin AI.
FactSet consistently rewards its shareholders through dividends and share repurchases. In fiscal 2023, 2024 and 2025, the company repurchased shares worth $177 million, $235 million and $300.4 million, respectively, while paying out $139 million, $151 million and $160 million, respectively, in dividends.
Key Risks to WatchFDS’ continued investment in compensation, cloud infrastructure and AI tools has resulted in elevated operating expenses. In the third quarter of fiscal 2026, the company reported an operating margin of 26.7%, down from 33.2% in the year-ago quarter. The adjusted operating margin also declined to 34% from 36.8% a year ago.
Stiff competition from giants such as Bloomberg L.P., Thomson Reuters Inc. and S&P Global Market Intelligence also affects FDS’s financial performance. This competition can limit pricing power, increase operational expenses and potentially reduce market share. As a result, the company must balance competitive pricing strategies with the need to maintain healthy profit margins.
FDS has grown through acquisitions, but the combined performance has fallen short of targets due to underestimated intercompany revenues. Since the company continues to pursue acquisitions as a growth strategy, FDS could face integration challenges with newly acquired businesses in the future.
FactSet currently carries a Zacks Rank #3 (Hold).
Stocks to ConsiderA couple of better-ranked stocks in the broader Zacks Business Services sector are Veralto Corporation (VLTO - Free Report) and Verisk Analytics (VRSK - Free Report) .
Veralto carries a Zacks Rank #2 (Buy) at present. It has a long-term earnings growth expectation of 8.4%. VLTO delivered a trailing four-quarter earnings surprise of 4.9%, on average. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Verisk Analytics also holds a Zacks Rank of 2 at present. It has a long-term earnings growth expectation of 11.7%. VRSK's earnings beat estimates in each of the past four quarters, with the surprise being 6.3%, on average.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: FactSet Research (FDS - Free Report) Headquartered in Norwalk, CT, FactSet Research Systems Inc. is a leading provider of integrated financial information, analytical applications and industry-leading service for the global investment community. Through its analytics, service, content, and technology, the company offers information to investment professionals like portfolio managers, wealth managers, research and performance analysts, risk managers, research professionals, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and fixed income professionals. By integrating datasets and analytics across asset classes with client data, FactSet supports the workflow of both buy-side and sell-side clients. Through its wide application suite, FactSet offers tools and resources that include company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization and research management solutions. The company derives revenues from subscriptions to products and services such as workstations, analytics, enterprise data, research management, and trade execution.
FDS is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. FDS has a Growth Style Score of B, forecasting year-over-year earnings growth of 4.4% for the current fiscal year.
Six analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.07 to $17.72 per share. FDS boasts an average earnings surprise of +1.1%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, FDS should be on investors' short list.
FactSet Research Systems remains a buy as ASV growth accelerates, AI adoption strengthens, and valuation stays attractive at a low-teens forward P/E. Q3 2026 delivered 7.1% organic ASV growth, robust client wins, and >95% ASV retention, supporting recurring revenue and cross-workflow expansion. AI is driving deeper client integration, with >90% of top clients using multiple FDS AI products and AI client ASV growth outpacing the rest by over 50%.
• FactSet Research Systems stock is moving in positive territory. What’s pushing FDS stock higher?
The FactSet Research Systems Analyst: Analyst Ashish Sabadra reiterated a Sector Perform rating and price target of $240.
The FactSet Research Systems Thesis: The company’s third-quarter organic ASV grew $35.4 million sequentially, exceeding consensus of $30 million, with the growth rate accelerating to 7.1% year-over-year, from 6.7% in the previous quarter, Sabadra said in the note.
Check out other analyst stock ratings.
The company delivered strong beats on revenues and earnings, while margins missed estimates, he added.
The company has entered the "early innings: in AI monetization, highlighting that around 10% of its ASV growth in the third quarter came "directly from discrete AI SKUs, compared to almost no contribution from last year," the analyst wrote.
He noted that:
Around 90% of FactSet Research Systems’ top 50 clients are using four or more AI products. These clients are witnessing 50% faster ASV growth than the broader base. Regarding the company’s MCP (Model Context Protocol, which allows AI models and LLMs to directly connect to external tools and data systems) clients, the analyst stated that:
There were around 450 MCP clients under contract or trial at quarter-end, which grew to over 550 post-quarter. About 20 of the top 100 are using MCP on a paid basis. Around 25% of MCP users adopted full Workstation contracts to better leverage the company’s full analytics and technology stack environment. Sabadra further said that management’s 2026 guidance implies fourth-quarter performance of:
Sequential ASV growth of around $50-$80 million Total revenue growth of around 2%-5% year-on-year to $608-$628 million Total adjusted operating margin of 30.7%-36.8% Adjusted earnings of $3.75-$4.25 per share FDS Price Action: Shares of FactSet Research Systems had risen by 1.69% to $249.69 at the time of publication on Thursday.
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FactSet Research Systems Inc. (NYSE:FDS) on Wednesday posted third-quarter earnings and revenue that topped Wall Street estimates.
The company posted third-quarter revenue of $622.9 million, up 6.4% year over year and ahead of the analyst consensus estimate of $618.3 million. Adjusted earnings came in at $4.53 per share, topping expectations of $4.46.
FactSet reaffirmed its fiscal 2026 adjusted EPS guidance of $17.25 to $17.75, compared with the analyst consensus estimate of $17.71.
The company also maintained its revenue outlook of $2.45 billion to $2.47 billion, versus the Street estimate of $2.463 billion. FactSet also reiterated its forecast for organic ASV growth of $130 million to $160 million and an adjusted operating margin of 34% to 35.5%.
FactSet Research shares rose 1.7% to trade at $249.67 on Thursday.
These analysts made changes to their price targets on FactSet Research following earnings announcement.
Considering buying FDS stock? Here’s what analysts think:
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Key Takeaways FactSet's organic ASV rose 7.1% to $2.49B, marking its fifth straight quarter of acceleration.More than 90% of the top 50 clients use at least four FactSet AI products, aiding retention and expansion.FDS reaffirmed fiscal 2026 revenues and EPS guidance despite heavier investment and margin pressure. FactSet Research Systems Inc. (FDS - Free Report) used its third-quarter fiscal 2026 earnings call to underscore a sharper growth story built around AI adoption, broader enterprise contracts and rising client engagement. Management’s message was less about the quarterly beat and more about how AI is changing contract structure, product demand and internal productivity.
The call also mattered because executives paired that growth narrative with a reaffirmed full-year outlook, even as they acknowledged heavier investment spending and some near-term margin pressure.
FDS Sees AI Lift Across the Client BaseChief executive officer Sanoke Viswanathan said organic ASV rose 7.1% to $2.49 billion, marking the fifth straight quarter of acceleration. He pointed to growth across regions and client types, with existing customers expanding their use of FactSet’s data, analytics and workflow tools.
Viswanathan said more than 90% of the top 50 clients now use at least four FactSet AI products. He tied that adoption to stronger retention and expansion, noting that clients using AI solutions posted ASV growth 50% higher than the rest of the book.
The company also cited direct AI monetization. In response to a Deutsche Bank question, Viswanathan said that more than 10% of quarterly ASV growth came directly from AI stock-keeping units, while paid MCP usage expanded to more than 20% of the top 100 clients.
FactSet Pushes Toward Flexible Enterprise DealsA major theme on the call was a shift away from narrower seat-based contracts toward broader enterprise agreements. Viswanathan said that most ASVs renewed in the quarter came through enterprise agreements or contracts lasting at least three years.
He added that the average contract duration extended by roughly 30% while pricing discipline was maintained. Pressed by a Stifel analyst, Viswanathan said FactSet was not trading price concessions for longer contract terms. Instead, it was structuring agreements around the value clients place on flexibility, new data sets and AI-enabled workflows.
Chief financial officer Joshua Warren reinforced that message, saying minimum commitments remain central even as clients show greater interest in consumption-oriented pricing. He said those structures preserve visibility while giving FactSet room to benefit as AI usage expands.
FDS Builds an AI Stack Around Data & WorkflowsViswanathan framed the company’s strategy through what he called FactSet Intelligence, built around trusted data, agentic infrastructure and intelligent workflows. He said the MCP server now has more than 450 clients engaged through contracts and trials, with API call volume in the fiscal third quarter reaching 13 times the fiscal second-quarter levels.
Management also highlighted product and partnership activity designed to deepen that position. FactSet expanded ties with Google Cloud and said clients can access its data through major AI platforms, including Anthropic, OpenAI, Google and Microsoft.
FactSet's CEO also described early traction in workflow-specific offerings. He said Capital Markets Intelligence agents are active or in pipeline trials at more than 30 of the top 100 banking clients, while buy-side and wealth-focused agent suites are expected to follow.
FactSet Balances Margin Pressure With Cost ActionsFactSet reported adjusted earnings of $4.53, beating the Zacks Consensus Estimate of $4.44, delivering a surprise of 2%. Revenues of $622.9 million also topped the Zacks Consensus Estimate of $617.2 million, resulting in a surprise of 0.9%.
Still, the tone on margins was measured. Warren said adjusted operating margin fell to 34% from 36.8% a year ago as compensation expense rose with ASV outperformance and as the company increased spending on technology, tokens, marketing and professional services.
Management argued that those pressures should ease over time. Viswanathan said the company now has a clearer line of sight to margin improvement, while Warren pointed to engineering workforce reductions, product portfolio reviews and efficiency initiatives across data operations and client service.
FDS Reaffirms Outlook but Leaves Room for Timing RiskFactSet reaffirmed fiscal 2026 guidance for revenues of $2.45 billion to $2.47 billion and adjusted EPS of $17.25-$17.75. Adjusted operating margin guidance remained at 34-35.5%.
On the call, Warren said revenues and EPS are tracking toward the high end of those ranges. Even so, management did not raise guidance, arguing that execution risk remains tied to several large deals and a busy close to the fiscal year.
In response to a question from RBC Capital Markets about implied fiscal fourth-quarter moderation, Viswanathan said momentum had continued into June and early July. He described the pipeline as broad-based but said the timing of multiple seven-figure deals could still affect the quarter.
FactSet Stresses Discipline Alongside GrowthWarren used his first earnings call as CFO to emphasize capital allocation and balance-sheet flexibility. He said the company generated $254 million in fiscal third-quarter free cash flow and returned $243.4 million to shareholders through buybacks and dividends.
Management also stressed discipline in portfolio decisions. Warren said FactSet discontinued the Signals attribution service and will continue reviewing products against hurdle rates while remaining selective on acquisitions.
The broader tone from both executives was confident but operationally focused. Management presented FactSet as an established financial-data platform using AI to expand wallet share, lengthen contracts and improve internal efficiency rather than chase growth at any cost.
What Zacks Signals Show for FDSFDS carries a Zacks Rank #3 (Hold), along with a Value Score of B, Growth Score of C, Momentum Score of D and VGM Score of B. Under the Zacks framework, a Rank #3 signals a more neutral near-term earnings revision profile than a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Style Scores add nuance. The Value Score of B and VGM Score of B indicate relatively favorable value and blended style characteristics, while the Growth Score of C and Momentum Score of D imply a less compelling setup on those factors. The Zacks framework also notes that estimate revisions drive the Rank most heavily, so FDS’ standing can still change as analysts update forecasts after the quarter.
FactSet Research Systems Inc. (FDS) Q3 2026 Earnings Call July 1, 2026 9:00 AM EDT
Company Participants
Kevin Toomey - Head of Investor Relations
Sanoke Viswanathan - CEO & Director
Joshua Warren - Chief Financial Officer
Conference Call Participants
Ashish Sabadra - RBC Capital Markets, Research Division
Faiza Alwy - Deutsche Bank AG, Research Division
Alex Kramm - UBS Investment Bank, Research Division
Kelsey Zhu - Autonomous Research US LP
Manav Patnaik - Barclays Bank PLC, Research Division
Shlomo Rosenbaum - Stifel, Nicolaus & Company, Incorporated, Research Division
Surinder Thind - Jefferies LLC, Research Division
Yehuda Silverman - Morgan Stanley, Research Division
Andrew Nicholas - William Blair & Company L.L.C., Research Division
Keen Fai Tong - Goldman Sachs Group, Inc., Research Division
Jason Haas - Wells Fargo Securities, LLC, Research Division
Curtis Nagle - BofA Securities, Research Division
Presentation
Operator
Good day, and thank you for standing by. Welcome to the FactSet Third Quarter Earnings Call. [Operator Instructions] Please be advised that today's conference is being recorded.
I would now like to hand the conference over to your speaker today, Kevin Toomey, Head of Investor Relations. Please go ahead.
Kevin Toomey
Head of Investor Relations
Thank you, and good morning, everyone. Welcome to FactSet's Third Quarter Fiscal 2026 Earnings Call. Before we begin, the slides we reference during this presentation can be found through the webcast on the Investor Relations section of our website at factset.com. A replay of today's call will be available on our website. After our prepared remarks, we will open the call to questions.
The call is scheduled to last for 1 hour. To be fair to everyone, please limit yourself to one question. You may reenter the queue for additional follow-up questions, which we will take if time permits.
Before we discuss our results, I encourage all listeners to review the legal notice on Slide 2. Discussions on
FactSet Research (FDS - Free Report) came out with quarterly earnings of $4.53 per share, beating the Zacks Consensus Estimate of $4.44 per share. This compares to earnings of $4.27 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +2.09%. A quarter ago, it was expected that this financial data firm would post earnings of $4.37 per share when it actually produced earnings of $4.46, delivering a surprise of +2.06%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
FactSet, which belongs to the Zacks Business - Information Services industry, posted revenues of $622.92 million for the quarter ended May 2026, surpassing the Zacks Consensus Estimate by 0.93%. This compares to year-ago revenues of $585.52 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
FactSet shares have lost about 20.7% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for FactSet?While FactSet has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for FactSet was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $4.30 on $626.33 million in revenues for the coming quarter and $17.66 on $2.46 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Business - Information Services is currently in the top 8% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Verisk Analytics (VRSK - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.
This insurance data provider is expected to post quarterly earnings of $1.95 per share in its upcoming report, which represents a year-over-year change of +3.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Verisk Analytics' revenues are expected to be $802.43 million, up 3.9% from the year-ago quarter.
For the quarter ended May 2026, FactSet Research (FDS - Free Report) reported revenue of $622.92 million, up 6.4% over the same period last year. EPS came in at $4.53, compared to $4.27 in the year-ago quarter.
The reported revenue represents a surprise of +0.93% over the Zacks Consensus Estimate of $617.19 million. With the consensus EPS estimate being $4.44, the EPS surprise was +2.09%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how FactSet performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Total Annual Subscription Value: $2.48 billion versus $2.44 billion estimated by four analysts on average.Revenues from clients- International (EMEA + Asia Pacific): 215.7 million versus 212.71 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5.2% change.Revenues from clients- US: 407.2 million compared to the 403.21 million average estimate based on two analysts. The reported number represents a change of +7% year over year.View all Key Company Metrics for FactSet here>>>
Shares of FactSet have returned -10.1% over the past month versus the Zacks S&P 500 composite's -1.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
Key Takeaways FDS beat Q3'26 earnings and revenue estimates as organic revenues rose 7% y/y.FactSet saw ASV momentum, with organic ASV up $165M year over year and retention above 95%.FDS reaffirmed FY26 guidance and raised its dividend for the 27th straight year. FactSet Research Systems Inc. (FDS - Free Report) has reported third-quarter fiscal 2026 adjusted earnings of $4.53 per share, beating the Zacks Consensus Estimate of $4.44 by 2%. The figure increased 6.1% from the year-ago quarter.
Revenues of $622.9 million surpassed the consensus mark of $617.2 million by 0.9% and rose 6.4% year over year. Organic revenues grew 7%, while organic ASV rallied 7.1% to $2.49 billion.
FDS’s Revenue Growth Gains TractionFactSet’s top line benefited from continued demand across institutional buy-side and wealth management clients. Organic revenues were $622.9 million, up from $582.2 million in the prior-year period.
The company’s revenue growth reflected stronger client engagement and expanding enterprise relationships. Management noted that clients continued to choose FactSet for differentiated content, analytics and workflow solutions.
FactSet’s ASV Momentum Remains HealthyAnnual Subscription Value, or ASV, was $2.48 billion as of May 31, 2026, compared with $2.34 billion a year ago. Organic ASV came in at $2.49 billion, increasing $165 million year over year.
Organic ASV increased $35.4 million over the past three months. FactSet’s annual ASV retention remained above 95%, while enterprise renewals in the quarter extended 30% in length on average.
FDS’ Regional Revenues Show Broad GrowthRevenues from the Americas were $407.2 million in the third quarter of fiscal 2026, up 7% on an organic basis from the year-ago quarter. The region remained FactSet’s largest revenue contributor, supported by an ASV base of $1.62 billion.
EMEA revenues were $152 million, with organic revenue growth of 5.3%. The Asia Pacific revenues rose 10.5% organically to $63.7 million, whereas organic ASV growth in the region was 10%, the strongest among FactSet’s reported regions.
FactSet’s Margins Reflect Cost PressureAdjusted operating income was $211.8 million, down 1.7% from the prior-year quarter. The adjusted operating margin contracted to 34% from 36.8% a year earlier.
The margin decline reflected higher compensation and technology-related expenses. The GAAP operating margin was 26.7%, down from 33.2% due to higher employee compensation costs, including one-time charges and CEO compensation costs.
FDS’ Cash Flow & Capital Returns ImproveFactSet generated $284.5 million in net cash from operating activities during the quarter, up 12.1% year over year. The free cash flow increased 11.1% to $254 million.
The company returned $243.4 million to shareholders in the quarter. This included $203.1 million in share repurchases and $40.3 million in dividends. FactSet also raised its quarterly dividend by 6 cents to $1.16 per share, marking its 27th consecutive year of dividend increases.
FactSet Reaffirms FY26 OutlookFDS has reaffirmed its fiscal 2026 guidance. The company continues to expect organic ASV growth of $130-$160 million and GAAP revenues of $2.45-$2.47 billion. The mid-point ($2.46 billion) of the guided range meets the Zacks Consensus Estimate.
The adjusted operating margin is expected to be 34-35.5%. Adjusted diluted earnings are projected between $17.25 and $17.75 per share. The mid-point ($17.5) of the guided range is lower than the current consensus estimate of $17.66.
FDS carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Earnings SnapshotPaychex, Inc. (PAYX - Free Report) reported solid fourth-quarter fiscal 2026 results. Adjusted earnings of $1.32 per share surpassed the consensus estimate of $1.31 by a slight margin and increased 11% from the year-ago quarter.
PAYX’s total revenues of $1.61 billion rose 12% year over year and beat the consensus estimate by a slight margin.
Accenture plc (ACN - Free Report) posted third-quarter fiscal 2026 earnings of $3.80 per share, beating the Zacks Consensus Estimate by 2.7%. The metric increased 9% from the year-ago quarter.
ACN’s revenues of $18.718 billion missed the consensus mark by 0.4% but rose 6% year over year in U.S. dollars and 3% in local currency.
Continued ASV acceleration and expanding product capabilities highlight FactSet's strong execution and momentum
NORWALK, Conn., July 01, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS) (NASDAQ:FDS), a leading global data and AI solutions provider to the financial markets, today announced results for its third quarter fiscal 2026 ended May 31, 2026.
Q3 2026 Highlights Accelerating growth: GAAP revenues grew 6.4% year over year to $622.9 million, with organic revenues up 7.0%. Organic ASV reached $2,485.6 million, up 7.1% year over year.Commercial excellence: Enterprise relationships deepened, with Q3 renewals extending in length by 30% on average and annual ASV retention remaining above 95%.AI momentum: More than 90% of FactSet's Top 50 clients now use four or more AI products. New partnerships with Google Cloud, Finster AI, and TIFIN.AI, alongside FactSet's MCP server, are broadening adoption of AI-ready solutions, positioning FactSet as the trusted partner powering next-generation financial workflows.Leadership strengthened: Joshua B. Warren appointed as Chief Financial Officer, bringing deep experience across asset management, financial technology, and capital markets.Strong capital returns: FactSet returned more than $243 million to shareholders in Q3, while marking its twenty-seventh consecutive year of dividend increases. Fiscal year-to-date, total capital returned reached $629 million.
"FactSet's strong third quarter results reflect solid execution against our strategic priorities and continued demand for our differentiated content, analytics, and workflow solutions. Clients are choosing FactSet to power critical workflows and informed decision-making, driving a robust pipeline and accelerating enterprise contracts.
"Across regions and firm types, clients are expanding their relationships with FactSet and actively adopting our AI solutions, reinforcing our confidence in FactSet's sustained growth and long-term value." - Sanoke Viswanathan, CEO
Key Financial Measures*
(Condensed and Unaudited)Three Months Ended May 31, (Results in thousands, except per share data) 2026 2025 ChangeRevenues$622,918 $585,520 6.4%Organic revenues$622,866 $582,224 7.0%Operating income$166,301 $194,155 (14.3)%Adjusted operating income$211,752 $215,313 (1.7)%Operating margin 26.7% 33.2% Adjusted operating margin 34.0% 36.8% Net income$126,718 $148,542 (14.7)%Adjusted net income$163,769 $163,921 (0.1)%Adjusted EBITDA$220,165 $235,915 (6.7)%Diluted EPS$3.50 $3.87 (9.6)%Adjusted diluted EPS$4.53 $4.27 6.1% * See reconciliation of U.S. GAAP to adjusted key financial measures in the back of this press release.
Third Quarter Fiscal 2026 Highlights
GAAP revenues increased 6.4% or $37.4 million to $622.9 million compared with $585.5 million in the prior year period.Organic revenues grew 7.0% year over year to $622.9 million. Growth in GAAP and organic revenues this quarter was driven by institutional buy-side and wealth management clients.Annual Subscription Value ("ASV") was $2,484.3 million at May 31, 2026.Organic ASV was $2,485.6 million at May 31, 2026, up 7.1% or $165.0 million year over year. Over the last three months, organic ASV increased $35.4 million.GAAP operating margin was 26.7% compared with 33.2% in the prior year period, primarily due to higher employee compensation costs, including one-time charges and CEO compensation costs not incurred in the prior year.Adjusted operating margin, which excludes acquisition-related intangible asset amortization and non-recurring items, was 34.0% compared with 36.8% in the prior year period, mainly due to higher compensation and technology-related expenses.GAAP diluted EPS was $3.50 compared with $3.87 for the same period in fiscal 2025, mainly driven by higher operating expenses including non-recurring items, partially offset by growth in revenues and a 6% lower share count.Adjusted diluted EPS increased 6.1% to $4.53 compared with $4.27 in the prior year period, driven by growth in revenues and a lower share count.Net cash provided by operating activities was $284.5 million for the third quarter of fiscal 2026, an increase of 12.1% compared with the prior year period.Free cash flow was $254.0 million for the third quarter of fiscal 2026, an increase of 11.1% compared with the prior year period.GAAP effective tax rate increased to 17.8% compared with 17.5% for the prior year period primarily due to the limitation on the deductibility of executive compensation.
Operational Highlights – Third Quarter Fiscal 2026
FactSet appointed Joshua B. Warren as Chief Financial Officer, effective April 13, 2026. Warren most recently served as CFO of Envestnet and previously held senior strategy roles at BlackRock.FactSet's Commercial Excellence initiatives continued to deepen client relationships. In Q3, enterprise renewals extended in length by 30% on average and annual ASV retention remained above 95%.Client adoption continued to broaden. As of quarter end, 90%+ of the Top 50 clients use four or more FactSet AI products.FactSet advanced its AI partnership ecosystem through Google Cloud, Finster AI, and TIFIN.AI, extending AI-enabled workflows across investment banking, wealth management, and enterprise financial intelligence.FactSet strengthened its portfolio and private markets workflow capabilities through partnerships with J.P. Morgan and Valutico, giving clients more integrated tools for whole portfolio analytics and private capital valuation.FactSet returned $243.4 million to shareholders in Q3, including $203.1 million in share repurchases and $40.3 million in dividends. Fiscal year-to-date, the Company has deployed $628.7 million to shareholders through dividends and share repurchases. FactSet also increased its quarterly dividend by $0.06 to $1.16 per share, marking the twenty-seventh consecutive year the Company has increased dividends on a stock split-adjusted basis. Annual Subscription Value (ASV)
ASV at any given point in time represents the forward-looking revenues for the next 12 months from all subscription services currently supplied to clients. Organic ASV at any point in time equals our ASV excluding ASV from acquisitions and the comparable impact of dispositions and discontinued lines of business effected within the last 12 months and the impact of foreign currency movements.
ASV was $2,484.3 million at May 31, 2026, compared with $2,335.1 million at May 31, 2025. Organic ASV was $2,485.6 million at May 31, 2026, up $165.0 million from the prior year, for a growth rate of 7.1%. Organic ASV increased $35.4 million over the last three months.
Segment Revenues and ASV
(Results in millions)May 31, 2026
ASVMay 31, 2025
ASVMay 31, 2026
Organic ASV Organic ASV
GrowthQ3 FY26
Revenues Q3 FY25
RevenuesOrganic Revenues GrowthAmericas$1,621.0$1,513.1$1,621.07.2%$407.2$380.57.0%EMEA$608.1$581.9$608.75.6%$152.0$145.75.3%APAC$255.2$240.1$255.910.0%$63.7$59.310.5%
Share Repurchase Program
FactSet repurchased 926,370 shares of its common stock for $203.1 million at an average price of $219.21 during the third quarter of fiscal 2026 under the Company’s share repurchase program. As of May 31, 2026, $494.0 million remained available for share repurchases under this program.
Annual Business Outlook
FactSet reaffirms its outlook for fiscal 2026 provided on March 31, 2026. The following forward-looking statements reflect FactSet's expectations as of today's date. Given the risk factors, uncertainties, and assumptions discussed below, actual results may differ materially. FactSet does not intend to update its forward-looking statements prior to its next quarterly results announcement.
Reaffirmed Fiscal 2026 Expectations:
MetricFiscal 2026 GuidanceOrganic ASV growth$130 million - $160 millionGAAP revenues$2,450 million - $2,470 millionGAAP operating margin29.5% - 31.0%Adjusted operating margin34.0% - 35.5%Annual effective tax rate18.0% - 19.0%GAAP diluted EPS$14.85 - $15.35Adjusted diluted EPS$17.25 - $17.75
Adjusted operating margin and adjusted diluted EPS guidance do not include certain effects of any non-recurring benefits or charges that may arise in fiscal 2026. Please see the back of this press release for a reconciliation of GAAP to adjusted metrics.
Conference Call
Third Quarter 2026 Conference Call Details
Please register for the conference call using the above link in advance of the call start time. Upon registration, you will receive dial-in information and a unique access PIN. The earnings presentation will be available on FactSet’s Investor Relations website at 8:30 a.m. Eastern Time on July 1, 2026, 30 minutes before the earnings call begins.
A replay will be available on the Investor Relations website after 1:00 p.m. Eastern Time on July 1, 2026, and will remain accessible through July 1, 2027. A transcript of the earnings call will be available via FactSet CallStreet.
Forward-looking Statements
This press release contains forward-looking statements based on management's current expectations, estimates, forecasts and projections about future events, trends, contingencies, and circumstances, industries in which FactSet operates and the beliefs and assumptions of management. All statements that address expectations, guidance, outlook or projections about the future, including statements about the Company's strategy, product development, revenues, future financial results, anticipated growth, market position, subscriptions, expected expenditures or investments, trends in FactSet’s business and financial results, are forward-looking statements. Forward-looking statements may be identified by words like "may," "might," "will," "should," "expects," "plans," "anticipates," "believes," "estimates," "intends," "projects," "indicates," "predicts," "potential," or "continue," the negative of those terms, and similar expressions. Forward-looking statements are not guarantees of future performance, outcomes, events, or actions and involve a number of known and unknown risks, uncertainties, and assumptions. Many factors, including those discussed more fully elsewhere in this release and in FactSet's filings with the Securities and Exchange Commission, particularly its latest annual report on Form 10-K, including Item 1A, Risk Factors, and quarterly reports on Form 10-Q, as well as others, could cause results, performance, achievements, or activities to differ materially from those expressed or implied by the forward-looking statements. Accordingly, the Company cautions readers not to place undue reliance on any forward-looking statements, which speak only as of the date they are made. FactSet assumes no duty to and does not undertake to update or revise any forward-looking statement to reflect events or circumstances arising after the date on which it is made, except as required by applicable law. Future results could differ materially from historical performance.
About Non-GAAP Financial Measures
The Company reports its financial results in accordance with U.S. GAAP. The Company also refers to and presents certain additional non-GAAP financial measures. These measures include: organic revenues, adjusted operating margin, adjusted operating income, adjusted net income, EBITDA, adjusted EBITDA, adjusted diluted EPS, and free cash flow. The Company has included reconciliations of these non-GAAP financial measures to the most directly comparable financial measures calculated in accordance with GAAP at the back of this release.
FactSet uses these non-GAAP financial measures both in presenting its results to stockholders and the investment community and in its internal evaluation and management of the business. The Company believes that these non-GAAP financial measures provide useful supplemental information to investors because they permit investors to view the Company’s performance using the same tools that management uses to gauge progress in achieving its goals. Investors may benefit from referring to these non-GAAP financial measures in assessing the Company’s performance and when planning, forecasting and analyzing future periods, and such measures may also facilitate comparisons to historical performance. The Company believes that organic revenues, adjusted operating margin, adjusted operating income, adjusted net income, EBITDA, adjusted EBITDA, and adjusted diluted EPS help to fully reflect the underlying economic performance of FactSet. The Company believes that free cash flow is useful to investors because it is an indication of cash flow that may be available to pay debt obligations, make strategic acquisitions and investments, pay dividends, repurchase stock, and strengthen the balance sheet. The presentation of this non-GAAP financial information should not be considered in isolation from, or as a substitute for, the financial information prepared and presented in accordance with GAAP. We are not able to provide reconciliations of certain forward-looking non-GAAP financial measures to comparable GAAP measures because certain items required for such reconciliations are outside of our control and/or cannot be reasonably predicted without unreasonable effort.
About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,100 global clients and over 247,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.
Media Relations:
Alexandra Shevchenko
+44 075 1813 1115 [email protected]
Consolidated Statements of Income (Unaudited) Three Months Ended Nine Months Ended May 31, May 31,(In thousands, except per share data) 2026 2025 2026 2025 Revenues$622,918 $585,520 $1,841,558 $1,724,847 Operating expenses Cost of services 312,190 280,729 896,848 809,112 Selling, general and administrative 144,427 110,636 401,377 344,753 Total operating expenses 456,617 391,365 1,298,225 1,153,865 Operating income 166,301 194,155 543,333 570,982 Other income (expense), net Interest income 642 1,509 2,622 4,483 Interest expense (13,839) (15,122) (40,286) (43,438)Other income (expense), net 1,017 (594) (324) (20)Total other income (expense), net (12,180) (14,207) (37,988) (38,975) Income before income taxes 154,121 179,948 505,345 532,007 Provision for income taxes 27,403 31,406 92,991 88,583 Net income$126,718 $148,542 $412,354 $443,424 Basic earnings per common share$3.51 $3.92 $11.20 $11.68 Diluted earnings per common share$3.50 $3.87 $11.16 $11.53 Basic weighted average common shares 36,122 37,907 36,819 37,976 Diluted weighted average common shares 36,191 38,344 36,957 38,457 Certain prior year figures have been conformed to the current year's presentation.
Consolidated Balance Sheets (Unaudited) (In thousands)May 31, 2026August 31, 2025ASSETS Cash and cash equivalents$288,114$337,651Investments 16,122 17,445Accounts receivable, net of reserves of $14,305 at May 31, 2026 and $13,789 at August 31, 2025 289,990 270,684Prepaid taxes 58,325 33,600Prepaid expenses and other current assets 74,968 70,379Total current assets 727,519 729,759 Property, equipment and leasehold improvements, net 82,319 85,203Goodwill 1,283,377 1,284,708Intangible assets, net 1,868,418 1,916,102Deferred tax assets 41,945 61,226Lease right-of-use assets, net 119,364 121,776Other assets 69,055 105,498TOTAL ASSETS$4,191,997$4,304,272 LIABILITIES Accounts payable and accrued expenses$163,982$135,262Current debt 499,159 —Current lease liabilities 33,963 33,145Accrued compensation 137,431 130,596Deferred revenues 183,494 167,852Current taxes payable 5,182 13,041Dividends payable 41,500 41,410Total current liabilities 1,064,711 521,306 Long-term debt 890,542 1,368,260Deferred tax liabilities 13,040 14,902Taxes payable 41,315 45,095Long-term lease liabilities 146,978 157,104Other liabilities 3,121 11,192TOTAL LIABILITIES$2,159,707$2,117,859 STOCKHOLDERS’ EQUITY TOTAL STOCKHOLDERS’ EQUITY$2,032,290$2,186,413 TOTAL LIABILITIES AND STOCKHOLDERS’ EQUITY$4,191,997$4,304,272 Consolidated Statements of Cash Flows (Unaudited) Nine Months Ended May 31,(In thousands) 2026 2025 CASH FLOWS FROM OPERATING ACTIVITIES Net income$412,354 $443,424 Adjustments to reconcile net income to net cash provided by operating activities Depreciation and amortization 133,708 114,972 Amortization of lease right-of-use assets 24,269 23,152 Stock-based compensation expense 61,541 47,154 Deferred income taxes 20,808 3,154 Other, net 14,436 7,428 Changes in assets and liabilities, net of effects of acquisitions Accounts receivable (24,376) (41,492)Prepaid expenses and other assets (3,759) 6,699 Accounts payable and accrued expenses 22,793 (49,717)Accrued compensation 7,541 3,789 Deferred revenues 15,030 4,955 Taxes payable, net of prepaid taxes (36,320) (19,108)Lease liabilities, net (30,533) (30,250)Net cash provided by operating activities 617,492 514,160 CASH FLOWS FROM INVESTING ACTIVITIES Purchases of property, equipment, leasehold improvements and capitalized internal-use software (87,319) (74,840)Acquisition of businesses, net of cash and cash equivalents acquired — (348,255)Purchases of investments (18,086) (4,433)Proceeds from maturity or sale of investments 36,050 58,155 Net cash provided by (used in) investing activities (69,355) (369,373) CASH FLOWS FROM FINANCING ACTIVITIES Proceeds from debt 95,000 803,410 Repayments of debt (75,000) (742,500)Dividend payments (122,684) (118,329)Proceeds from employee stock plans 27,534 72,616 Repurchases of common stock (506,000) (193,838)Deferred acquisition consideration (16,176) (4,699)Other financing activities (6,418) (15,987)Net cash provided by (used in) financing activities (603,744) (199,327) Effect of exchange rate changes on cash, cash equivalents and restricted cash (1,678) 1,966 Net increase (decrease) in cash, cash equivalents and restricted cash (57,285) (52,574)Cash, cash equivalents and restricted cash at beginning of period 351,695 422,979 Cash, cash equivalents and restricted cash at end of period$294,410 $370,405 Reconciliation of total cash, cash equivalents and restricted cash: Cash and cash equivalents$288,114 $356,361 Restricted cash included in Prepaid expenses and other current assets 5,296 6,522 Restricted cash included in Other assets 1,000 7,522 Total cash, cash equivalents and restricted cash$294,410 $370,405 Certain prior year figures have been conformed to the current year's presentation.
Reconciliation of U.S. GAAP Results to Adjusted Financial Measures
Organic Revenues
Organic revenues exclude the current year impact of revenues from acquisitions and the comparable impact of dispositions and discontinued lines of business, effected within the past 12 months and the current year impact of foreign currency movements. The table below provides a reconciliation of revenues to organic revenues:
The table below provides a reconciliation of operating income, operating margin, net income and diluted EPS to adjusted operating income, adjusted operating margin, adjusted net income, EBITDA, adjusted EBITDA, and adjusted diluted EPS.
Adjusted operating income and margin, adjusted net income, and adjusted diluted earnings per share exclude acquisition-related intangible asset amortization and non-recurring items. EBITDA represents earnings before interest expense, provision for income taxes and depreciation and amortization expense, while adjusted EBITDA further excludes non-recurring non-cash expenses.
Three Months Ended May 31, (in thousands, except per share data) 2026 2025 % ChangeOperating income$166,301 $194,155 (14.3)%Intangible asset amortization 18,981 19,182 Restructuring/severance 19,629 — CEO compensation costs(1) 4,322 — Business disposition, acquisitions and related costs 1,769 1,976 Client bankruptcy charges 750 — Adjusted operating income$211,752 $215,313 (1.7)%Operating margin 26.7% 33.2% Adjusted operating margin(2) 34.0% 36.8% Net income$126,718 $148,542 (14.7)%Intangible asset amortization 14,534 13,943 Restructuring/severance 15,030 — CEO compensation costs(1) 3,309 — Business disposition, acquisitions and related costs 1,355 1,436 Impairment within Other assets(3) 2,297 — Client bankruptcy charges 574 — Non-operating income from business disposition (48) — Adjusted net income(4)$163,769 $163,921 (0.1)%Net income 126,718 148,542 (14.7)%Interest expense 13,839 15,122 Income taxes 27,403 31,406 Depreciation and amortization expense 45,869 40,845 EBITDA$213,829 $235,915 (9.4)%Non-recurring non-cash expenses(5) 6,336 — Adjusted EBITDA$220,165 $235,915 (6.7)%Diluted EPS$3.50 $3.87 (9.6)%Intangible asset amortization 0.40 0.36 Restructuring/severance 0.42 — CEO compensation costs(1) 0.09 — Business disposition, acquisitions and related costs 0.04 0.04 Impairment within Other assets(3) 0.06 — Client bankruptcy charges 0.02 — Non-operating income from business disposition 0.00 — Adjusted diluted EPS(4)$4.53 $4.27 6.1%Weighted average common shares (diluted) 36,191 38,344 (1) Related to the recognition, over their respective service periods, of one-time make-whole cash and equity awards issued to our CEO.
(2) Adjusted operating margin is calculated as Adjusted operating income divided by Revenues.
(3) Related to the impairment of an equity investment.
(4) For purposes of calculating Adjusted net income and Adjusted diluted EPS, all adjustments for the three months ended May 31, 2026 and May 31, 2025 were taxed at an adjusted tax rate of 23.4% and 27.3%, respectively.
(5) Primarily related to the impairment of an equity investment and the recognition, over their respective service periods, of one-time equity awards issued to our CEO.
Business Outlook Operating Margin, Net Income and Diluted EPS
(Unaudited) Figures may not foot due to roundingAnnual Fiscal 2026 Guidance(In millions, except per share data)Low end of rangeHigh end of rangeRevenues$2,450 $2,470 Operating income$760 $729 Operating margin 31.0% 29.5% Intangible asset amortization 75 75 CEO compensation 25 25 Discrete items 10 12 Adjusted operating income$870 $840 Adjusted operating margin(a) 35.5% 34.0% Net income$582 $555 Intangible asset amortization 60 60 CEO compensation 20 20 Discrete items 8 10 Adjusted net income$670 $645 Diluted earnings per common share$15.35 $14.85 Intangible asset amortization 1.63 1.63 CEO compensation 0.54 0.54 Discrete items 0.23 0.23 Adjusted diluted earnings per common share$17.75 $17.25 (a) Adjusted operating margin is calculated as Adjusted operating income divided by Revenues.
Free Cash Flow
Cash flows provided by operating activities have been reduced by purchases of property, equipment, leasehold improvements and capitalized internal-use software to report non-GAAP free cash flow.
(Unaudited)Three Months Ended May 31, (In thousands) 2026 2025 ChangeNet Cash Provided for Operating Activities$284,520 $253,833 12.1%Less: purchases of property, equipment, leasehold improvements and capitalized internal-use software (30,475) (25,230)20.8%Free Cash Flow$254,045 $228,603 11.1%
Organic ASV
The following table presents the calculation of organic ASV.
(In millions)As of May 31, 2026As reported ASV$2,484.3 Impact from foreign currency movements 1.3 Organic ASV$2,485.6 Organic ASV annual growth rate(a) 7.1%(a) For comparability purposes, in calculating the organic ASV annual growth rate, the prior year excludes ASV from dispositions completed in the last 12 months.
Partnership combines FactSet's trusted data, analytics, and workflows with Google Cloud's agentic AI capabilities and infrastructure
, /PRNewswire/ -- FactSet, a leading global data and AI solutions provider to the financial markets, today announced a multi-faceted strategic partnership with Google Cloud to create a new generation of AI-powered solutions for the financial industry. The collaboration addresses a growing demand from financial firms for workflow-specific agentic solutions that are powered by trusted data and fully sourced, auditable, and defensible in regulated environments. The partnership supports FactSet's broader AI vision by delivering agentic experiences across the investment and deal-making lifecycles.
The partnership is focused on three areas:
FactSet AI enhanced with Gemini models: FactSet is embedding Google's enterprise Search and Gemini model capabilities in its Workstation via Gemini Enterprise Agent Platform to launch the next generation of agents for finance. The partnership will accelerate the development of new Workstation products with deep research functionality and multi-modal experiences, leveraging Google Cloud's broad range of AI capabilities. Direct integration with Google grounding will supplement FactSet's financial data and improve both the breadth and depth of FactSet's AI-enhanced insights. Deeper financial intelligence in Gemini Enterprise: Building on the previously announced collaboration with Google DeepMind, FactSet's MCP and agent sharing functionality will deepen the financial intelligence in Gemini Enterprise – Google Cloud's AI platform for building, governing, and deploying agents. Through this integration, financial professionals will benefit from seamless interoperability between the FactSet Workstation and Gemini Enterprise. Jointly developed agentic workflows: FactSet and Google Cloud plan to launch a new generation of agents – to be built using the Gemini Enterprise Agent Platform – that are designed to improve efficiency, execution, and decision-making across portfolio operations, deal advisory, and corporate finance. FactSet will also add Google Cloud to its existing portfolio of cloud providers, enabling FactSet to further enhance its infrastructure capabilities and deliver greater reliability, scalability, and innovation to clients.
"AI is fundamentally shifting how financial professionals access data, derive insights, and make decisions," said Sanoke Viswanathan, chief executive officer of FactSet. "Together with Google Cloud, we are putting trusted financial data and advanced AI capabilities to work, empowering our clients with more intuitive, connected, and intelligent agents."
"Financial institutions require AI tools that anchor advanced technology in reliable, industry-specific intelligence," said Karthik Narain, chief product and business officer of Google Cloud. "By combining Google Cloud's agentic AI capabilities with FactSet's deep financial expertise, we are enabling investment professionals to surface insights faster, automate complex workflows, and realize commercial value from AI."
About FactSet
FactSet (NYSE: FDS) (NASDAQ: FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,000 global clients and over 241,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.
FactSet Research Systems Inc. (NYSE:FDS) will release its third-quarter earnings report before the opening bell on Wednesday, July 1.
Analysts expect the company to report quarterly earnings of $4.45 per share, up from $4.27 per share in the year-ago period. The consensus estimate for FactSet Research’s quarterly revenue is $617.59 million. It reported $585.52 million last year, according to Benzinga Pro.
On May 27, RBC Capital analyst Ashish Sabadra maintained FactSet Research at Sector Perform and lowered the price target from $243 to $240.
With the recent buzz around FactSet Research, some investors may be eyeing potential gains from the company’s dividends. Currently, the company has an annual dividend yield of 2.00%, with a quarterly dividend of $1.16 per share ($4.64 per year).
So, how can investors use its dividend yield to pocket a regular $500 per month?
To earn $500 per month or $6,000 annually from dividends alone, you would need an investment of approximately $299,640 or around 1,293 shares. For a more modest $100 per month or $1,200 per year, you would need $60,021 or around 259 shares.
To CalculateDivide the desired annual income ($6,000 or $1,200) by the dividend ($4.64 in this case). So, $6,000 / $4.64 = 1,293 ($500 per month), and $1,200 / $4.64 = 259 shares ($100 per month).
Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time.
How That Works The dividend yield is computed by dividing the annual dividend payment by the stock’s current price.
For example, if a stock pays an annual dividend of $2 and is currently priced at $50, the dividend yield would be 4% ($2/$50). However, if the stock price increases to $60, the dividend yield drops to 3.33% ($2/$60). Conversely, if the stock price falls to $40, the dividend yield rises to 5% ($2/$40).
Similarly, changes in the dividend payment can impact the yield. If a company increases its dividend, the yield will also increase, provided the stock price stays the same. Conversely, if the dividend payment decreases, so will the yield.
FDS Price Action: Shares of FactSet Research rose 11% to close at $231.74 on Friday.
Photo via Shutterstock
Market News and Data brought to you by Benzinga APIs
1. Nike's Turnaround Faces Earnings Test The latest in Nike's (NKE 0.31%) turnaround journey will be with us Tuesday, as the sports equipment giant is set to round up fiscal 2026 with a fourth-quarter earnings report. Nike – recommended in Stock Advisor by Team Hidden Gems – expects revenue in the quarter to slip 2-4%, with a 20% sales dip in Greater China set to be the biggest fall. Investors should watch for margin contractions, mainly due to tariffs in the North America region.
"Nike's stock is back to where it was 10 years ago": In April, noting CEO Elliott Hill had only rejoined about a year ago, TMF chief investment officer Andy Cross said, "I still want to give them another year or two." He added, "I think come fiscal 2027 we'll start to see the financial side catch up with the brand strength, especially if we get a little help on the tariff side which is hitting profits." Nike insiders plough $2 million into the stock: Around the same time, Fool analyst Jason Moser noted, "CEO Elliott Hill bought 23,660 shares for about $1 million and Apple's (AAPL +3.37%) CEO Tim Cook (Nike board member) bought 25,000 shares for a little over $1 million." 2. AI Jitters Send Markets Into Continued Slide Tech stocks suffered one of their worst weeks in a year, pushing the Nasdaq down another 4.6% with the S&P 500 falling 1.95%. Though memory maker Micron (MU 6.59%) enjoyed a standout week on the back of bumper quarterly earnings, concerns over the sustainability of AI spend mean Mag 7 stocks have lost close to $2.8 trillion in total market cap so far this month, according to FactSet (FDS +10.96%).
Yet another U.S. vs Iran ceasefire: Stock futures edged up again this morning, after reports indicate the strikes exchanged by the two sides over the weekend have ended. In early trading, S&P 500 futures rose close to 0.7% with Nasdaq futures up around 1%. Unemployment rate expected to stay at 4.3%: With markets closed this coming Friday for the July 4 weekend, the June jobs print will be brought forward to Thursday. Analysts expect around 118,000 non-farm jobs added in the month, down from May's 172,000.
3. Earnings We're Watching This Week: GIS, FDS, and AVAV
General Mills (GIS +1.72%) should provide food retail information Wednesday, as it reports its final quarter of fiscal 2026. It follows an 8.3% revenue drop in Q3, with core North America sales down 14%. The outlook at Q3 time suggested a 16% to 20% EPS decline for the full year. FactSet reports Q3 Wednesday, after reporting robust sales gains and strong new client wins in Q2. The Rule Breakers rec raised its full-year revenue outlook to between $2,450 million and $2,470 million – after being "encouraged by early AI contributions," in the words of CFO Helen Shan. AeroVironment (AVAV +1.08%), another Rule Breakers recommendation, will post Q4 and full-year earnings after today's market close. Management expects annual revenue in the range of $1.85 billion to $1.95 billion, as analysts predict $556 million in Q4. Investors should watch the company's review of compliance with Department of Defense security standards.
4. Axon's CEO on Drinking the Kool-Aid
Recommended by both Team Rule Breakers and Team Hidden Gems, Axon (AXON +4.68%) CEO Rick Smith used a Wall Street Journal interview to make the case for going all-in on AI policing tools, casting caution as the real risk. "Most businesses are going to move too slow, because nobody wants to be seen as crazy," he said, arguing the payoff requires being "a Kool-Aid drinker" who believes "this exponential stuff is gonna pay off."
A line-in-the-sand streak: Recalling his body-camera gamble, Smith says he invoked Patton and Cortés to tell staff "there is no halfway"--"we're either going to succeed or die trying." The pitch to shareholders: Smith frames Axon's tools as giving police alternatives to guns. He has told investors the company is handing customers "genuine superpowers"--"the ability to do things that simply were not possible before." 5. Today's Take: How Much Is Too Much?
I don't invest with strict caps like "never above 10% or 20%." But if my portfolio returns become dependent on one single company being right, I force myself to revisit my original investment thesis with greater skepticism.-- Neha Chamaria Team Hidden Gems
6. Your Take What has been your best investment decision this month – and your worst? What did each teach you?
Share with friends and family, or become a member to hear what your fellow Fools are saying!
This image and article was created using Large Language Models (LLMs) based on The Motley Fool's insights and investing approach. It has been reviewed by our AI quality control systems. Since LLMs cannot (currently) own stocks, it has no positions in any of the stocks mentioned. The Motley Fool has positions in and recommends AeroVironment, Apple, Axon Enterprise, FactSet Research Systems, Micron Technology, and Nike. The Motley Fool has a disclosure policy.
June 29, 2026 08:30 ET | Source: FactSet Research Systems Inc.
The partnership brings FactSet’s trusted financial intelligence directly into agentic advisor workflows, helping advisors deliver personalized service at scale
NORWALK, Conn., June 29, 2026 (GLOBE NEWSWIRE) -- FactSet, a leading global data and AI solutions provider to the financial markets, today announced a partnership with TIFIN.AI, a leading AI platform for the wealth, asset management, and insurance industries, to accelerate the delivery of next-generation AI-powered workflows for wealth management firms. To further cement this long-term collaboration, FactSet has also made a strategic investment in TIFIN.AI, reflecting both companies’ commitment to accelerating the adoption of AI-powered workflows and advancing innovation across the wealth management sector.
Through the partnership with TIFIN.AI, FactSet will offer solutions to increase advisor productivity, deepen client engagement, and deliver personalized client service. FactSet’s clients will gain access to a growing suite of AI-powered capabilities integrated within FactSet Workstation and the broader wealth management ecosystem, with opportunities to expand across additional wealth management workflows over time. Initial solutions include:
Meeting Prep Agent: generates client-ready summaries, action items, portfolio insights, and personalized talking points in minutes, so advisors can focus less on prep and more on building meaningful client relationships.Book Intelligence Agent: surfaces actionable insights across an advisor’s book of business to help identify portfolio opportunities, strengthen client engagement, and prioritize outreach. The new suite features:
Institutional-Grade Intelligence: a combination of FactSet’s institutional-grade market data, analytics, and wealth management capabilities paired with TIFIN.AI’s purpose-built agentic workflow technology.Seamless Workflow Integration: the solution is designed to embed directly into advisor workflows, enabling firms to enhance productivity without disrupting existing operating models.Secure Enterprise-Ready Architecture: TIFIN.AI’s engine will operate entirely within FactSet’s infrastructure, ensuring client portfolio data remains inside FactSet’s environment.Auditable AI: the solution leverages FactSet's domain-specific answers engine and auditable workflows, providing firms with traceability into generated insights and helping mitigate hallucination risks associated with generic large language models. "This partnership reflects FactSet's continued commitment to helping wealth management firms modernize advisor workflows through practical, enterprise-grade AI solutions," said Kristina Karnovsky, Executive Vice President, Co-Head of Product at FactSet. "By combining FactSet's trusted data infrastructure and analytics capabilities with TIFIN's agentic workflow technology, we are enabling firms to deliver more personalized client experiences at scale while maintaining the transparency, governance, and operational rigor the industry requires. We are excited to continue building agents that drive innovation and efficiency for our wealth clients across critical workflows."
“FactSet’s strategic partnership reflects a shared belief that agentic workforces will play an important role in the future of wealth management,” said Harshendu Bindal, CEO of TIFIN.AI. “By combining FactSet’s trusted intelligence with our agentic capabilities, we are advancing a new generation of advisor workflows.”
Full details on FactSet’s AI solutions for wealth are available here: www.factset.com/marketplace/catalog/product/factset-ai-for-wealth.
About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,000 global clients and over 241,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at
www.factset.com and follow us on
X and
LinkedIn.
About TIFIN.AI
TIFIN.AI is an AI platform for wealth, asset management, and insurance. The company builds
agentic workforces to augment functions across wealth. Its systems connect data, software and
workflows, with the goal of delivering better wealth outcomes for more people.
FactSet Investor Relations:
Kevin Toomey
+1.212.209.5259 [email protected]
FactSet Media Relations:
Alexandra Shevchenko
+44 075 1813 1115 [email protected]
FactSet has experienced a significant share price decline, nearly halving over the past year. I see FDS as a potential dislocation opportunity, with its valuation potentially diverging from intrinsic value amid sector bifurcation. FDS operates a subscription-based financial data platform serving over 9,000 clients and 240,000 investment professionals.
Wall Street analysts expect FactSet Research (FDS - Free Report) to post quarterly earnings of $4.44 per share in its upcoming report, which indicates a year-over-year increase of 4%. Revenues are expected to be $617.19 million, up 5.4% from the year-ago quarter.
The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.
Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock.
While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.
In light of this perspective, let's dive into the average estimates of certain FactSet metrics that are commonly tracked and forecasted by Wall Street analysts.
The consensus estimate for 'Revenues from clients- International (EMEA + Asia Pacific)' stands at 212.71 million. The estimate suggests a change of +3.8% year over year.
The consensus among analysts is that 'Revenues from clients- US' will reach 403.21 million. The estimate points to a change of +6% from the year-ago quarter.
The combined assessment of analysts suggests that 'Total Annual Subscription Value' will likely reach $2.44 billion. The estimate is in contrast to the year-ago figure of $2.34 billion.
Analysts' assessment points toward 'Total Clients' reaching 9,255 . The estimate compares to the year-ago value of 8,811 .
The average prediction of analysts places 'Total Users' at 235,833 . The estimate is in contrast to the year-ago figure of 220,496 .
View all Key Company Metrics for FactSet here>>>
Over the past month, FactSet shares have recorded returns of -12.6% versus the Zacks S&P 500 composite's -1.4% change. Based on its Zacks Rank #2 (Buy), FDS will likely outperform the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Key Takeaways FactSet is set to report Q3 results, with revenues projected to rise 5.4% y/y.America's revenues are expected to grow 5.5%, helped by asset management and new business logos.Asia-Pacific revenues are estimated to rise 7.7%, supported by asset managers and hedge funds. FactSet Research Systems Inc. (FDS - Free Report) is set to report third-quarter fiscal 2026 results on July 1, before market open.
FDS surpassed the Zacks Consensus Estimate in two of four quarters and missed twice, delivering an average surprise of 0.4%.
FactSet’s Q3 ExpectationsThe consensus mark for FDS’s third-quarter fiscal 2026 revenues is pinned at $617.2 million, a 5.4% jump from the year-ago quarter’s reported figure. The top line is expected to have been driven by an improvement in revenues across every region.
On a geographical basis, we expect the company to generate $401.4 million in revenues in the Americas. The figure is expected to increase 5.5% from the year-ago quarter. Strength in asset management, fueled by trading and middle-office solutions, and an increase in new business logos, supported by hedge funds and corporates, are likely to have boosted revenues in this region.
Our projection for revenues from EMEA is at $148.6 million, moving up 1.9% from the year-ago quarter’s reported figure. The improvement in revenues in EMEA can be attributed to robust demand for data solutions in wealth and competitive managed services wins.
Revenues from the Asia-Pacific region are estimated to increase 7.7% year over year. The figure is set at $63.9 million. Strength in demand from asset managers and hedge funds for middle office and trading solutions, combined with higher banking retention, is anticipated to have supported top-line growth in this region.
The consensus mark for earnings is at $4.44 per share, indicating a 4% rise on a year-over-year basis. We expect the company to have imposed prudent expense management that led to the bottom-line enhancement.
What Our Model Says About FDSOur proven model does not conclusively predict an earnings beat for FactSet this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
FDS has an Earnings ESP of -1.85% and a Zacks Rank of 2 at present.
You can see the complete list of today’s Zacks #1 Rank stocks here.
Earnings SnapshotPaychex, Inc. (PAYX - Free Report) reported solid fourth-quarter fiscal 2026 results, with adjusted earnings beating the Zacks Consensus Estimate and revenues coming in line. Adjusted earnings of $1.32 per share surpassed the consensus estimate of $1.31 by a slight margin and increased 11% from the year-ago quarter.
PAYX’s total revenues of $1.61 billion rose 12% year over year and beat the consensus estimate by a slight margin.
Accenture plc (ACN - Free Report) posted third-quarter fiscal 2026 earnings of $3.80 per share, beating the Zacks Consensus Estimate by 2.7%. The metric increased 9% from the year-ago quarter.
ACN’s revenues of $18.718 billion missed the consensus mark by 0.4% but rose 6% year over year in U.S. dollars and 3% in local currency.
June 26, 2026 08:41 ET | Source: FactSet Research Systems Inc.
Investment teams can now access trusted, pre-calculated analytics through conversational and agentic AI interfaces, extending governed, audit-ready outputs to AI-native workflows
NORWALK, Conn., June 26, 2026 (GLOBE NEWSWIRE) -- FactSet, a leading global data and AI solutions provider to the financial markets, today announced the limited release of the FactSet Portfolio Analytics MCP, bringing widely trusted portfolio analytics into conversational and agentic AI workflows. The new tool will provide buy-side investment professionals with broader access to governed performance, attribution and risk insights without rebuilding data pipelines or compromising governance.
Portfolio analytics has long been central to how buy-side firms measure performance, manage risk, and meet reporting obligations. The solution extends these validated, audit-approved outputs, relied upon as a book of record by investment teams globally, into AI-native environments.
Portfolio Analytics MCP will serve as an additional distribution method for analytics already in use, broadening access across organizations and building upon FactSet's existing analytics infrastructure. The tool will also provide pre-calculated, approved results through natural language and agentic interfaces. Underlying this is a semantic and metadata layer that keeps AI-powered queries anchored to official and consistent outputs. Other features and capabilities of the solution include:
Natural language and agentic querying: Users can query approved analytics conversationally, without manual workflow navigation or software builds.Enterprise-level AI Ready Data: Results are delivered inside clients' private LLM environments, keeping AI-powered workflows grounded in audit-friendly, book-of-record data.Developer support: Engineering and architecture teams can build proprietary agents and AI applications on top of FactSet’s industry-leading analytics without custom integrations.Seamless research integration: Company-specific portfolio analytics connect directly into fundamental and quantitative research solutions developed by FactSet or by users.Reduced setup complexity: A guided semantic and metadata layer steers users toward approved outputs, minimizing configuration overhead.
"Flexible, seamless and open access to FactSet's industry-leading portfolio analytics has been a guiding principle as we work continuously to meet the needs of our clients. The new FactSet Portfolio Analytics MCP brings governed analytics to a wider audience within our clients’ ecosystems and AI-native workflows, extending what they already trust, without compromising the auditability and consistency they depend on," - said David Mellars, Head of Portfolio Analytics at FactSet.
FactSet Portfolio Analytics MCP builds on FactSet's expanding suite of AI-ready data capabilities — including unstructured data MCP, vectorized data API, Event Hub, and Intelligent Document Service — giving clients access to a wide breadth of governed, enterprise-grade data they need to power AI solutions across their enterprises.
Learn more at https://www.factset.com/marketplace/catalog/product/portfolio-analytics-mcp.
About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,000 global clients and over 241,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.
Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being undervalued by the market at large.
Zacks has developed the innovative Style Scores system to highlight stocks with specific traits. For example, value investors will be interested in stocks with great grades in the "Value" category. When paired with a high Zacks Rank, "A" grades in the Value category are among the strongest value stocks on the market today.
One stock to keep an eye on is FactSet Research Systems (FDS - Free Report) . FDS is currently sporting a Zacks Rank #2 (Buy), as well as a Value grade of A. The stock is trading with a P/E ratio of 15.56, which compares to its industry's average of 18.27. Over the past 52 weeks, FDS's Forward P/E has been as high as 28.30 and as low as 15.56, with a median of 25.38.
Value investors also use the P/S ratio. The P/S ratio is calculated as price divided by sales. This is a popular metric because sales are harder to manipulate on an income statement, so they are often considered a better performance indicator. FDS has a P/S ratio of 3.28. This compares to its industry's average P/S of 3.4.
Finally, investors will want to recognize that FDS has a P/CF ratio of 14.04. This data point considers a firm's operating cash flow and is frequently used to find companies that are undervalued when considering their solid cash outlook. FDS's P/CF compares to its industry's average P/CF of 20.37. Over the past year, FDS's P/CF has been as high as 27.56 and as low as 14.04, with a median of 24.72.
These figures are just a handful of the metrics value investors tend to look at, but they help show that FactSet Research Systems is likely being undervalued right now. Considering this, as well as the strength of its earnings outlook, FDS feels like a great value stock at the moment.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +24% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: FactSet Research (FDS - Free Report) Headquartered in Norwalk, CT, FactSet Research Systems Inc. is a leading provider of integrated financial information, analytical applications and industry-leading service for the global investment community. Through its analytics, service, content, and technology, the company offers information to investment professionals like portfolio managers, wealth managers, research and performance analysts, risk managers, research professionals, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and fixed income professionals. By integrating datasets and analytics across asset classes with client data, FactSet supports the workflow of both buy-side and sell-side clients. Through its wide application suite, FactSet offers tools and resources that include company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization and research management solutions. The company derives revenues from subscriptions to products and services such as workstations, analytics, enterprise data, research management, and trade execution.
FDS is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 12.38; value investors should take notice.
For fiscal 2026, one analyst revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.01 to $17.66 per share. FDS boasts an average earnings surprise of +0.4%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, FDS should be on investors' short list.
FactSet Research Systems Inc. (NYSE:FDS) will release its third quarter earnings report after the closing bell on Wednesday, July 1.
Analysts expect the Norwalk, Connecticut-based company to report quarterly earnings of $4.45 per share, up from $4.27 per share in the year-ago period. The consensus estimate for FactSet Research’s quarterly revenue is $617.59 million. It reported $585.52 million last year, according to Benzinga Pro.
On May 5, FactSet raised its quarterly dividend from $1.10 per share to $1.16 per share.
FactSet Research shares fell 0.2% to close at $218.15 on Tuesday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Considering buying FDS stock? Here’s what analysts think:
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