Why did FactSet (FDS) stock move recently?

On 8/25/2026, FactSet moved -3.0% — No company-specific catalyst found in today's coverage or recent filings; the decline appears to reflect broader market or sector movement. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is FactSet (FDS) overvalued or fairly valued?

MarketChacha shows FactSet's valuation in context — a trailing P/E of about 20.7, a forward P/E of about 14.0, a price-to-book of about 5.4 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does FactSet's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.29×) from reported figures — education, not a rating.

What is FactSet's revenue?

FactSet reported revenue of $2.3B for FY2025, with net profit of $597.0M, per official filings.

What is the share price of FactSet (FDS)?

FactSet last traded at $311.30 (+2.7% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

FactSet

FDS · NYSE · Financials · United States

Snapshot

TickerFDS

ExchangeNYSE

SectorFinancials

IndustryFinancial Data & Stock Exchanges

CountryUnited States

HeadquartersNorwalk, United States

Websitewww.factset.com

Filings tracked12

About FactSet

FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. It offers data, products, and analytical applications; and workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. The company also provides subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research investment ideas, as well as analyze, monitor, and manage portfolios; and solutions covering investment lifecycle of investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, and reporting. In addition, it offers services through configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It operates in Europe, the Middle East, Africa, the Americas, the Asia Pacific, and internationally. The company serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. It has a strategic partnership with Google Cloud to create a new generation of AI-powered solutions for the financial industry. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

Who owns it

Insiders0.4%
Institutions99.6%
Public & other0.0%

1,052 institutional holders

Ownership breakdown from public market data.

Top holders

BAMCO Inc.11.81%
Blackrock Inc.8.04%
Vanguard Capital Management LLC6.69%
State Street Corporation5.27%
Vanguard Portfolio Management LLC5.01%
AQR Capital Management, LLC4.71%
LOOMIS SAYLES & CO L P4.05%
Geode Capital Management, LLC3.88%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Cash conversion1.29×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend22.4% → 25.7%

Margin has expanded by about 3.3 points — the business is getting more profitable.

Return on equity27.3%

Latest ROE of 27.3% — capital is generating a healthy return.

Growth qualityrev 6% · PAT 13%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $646.5M · EPS 4.91

Est. earnings growth +10.2%

Next fiscal year

Rev $2.8B · EPS 21.70

Est. earnings growth +10.6%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$2.3B

Net margin

25.7%

ROE

27.3%

Revenue CAGR (2y)

+5.5%

Profit CAGR (2y)

+12.9%

EPS (FY2025)

15.55

Net profit (FY2025)

$597.0M

Ask MarketChacha about FDS

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Aug 25, 2026
No company-specific catalyst found in today's coverage or recent filings; the decline appears to reflect broader market or sector movement.
· confidence: low
Jul 28, 2026
FactSet shares rose on the July 28 announcement that it expanded its partnership with RepRisk to strengthen sustainable investing solutions for clients, adding to recent positive momentum from client adoptions and product updates.
source 1 ↗source 2 ↗· confidence: medium
Jul 24, 2026
FactSet shares rose on positive coverage of its insurance analytics rollout and Curi Holdings' adoption of the Portfolio Analytics Suite, which expands its buy-side insurance footprint amid steady data growth supporting the earnings outlook.
source 1 ↗source 2 ↗· confidence: medium

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$2.3B	$597.0M	15.55	25.7%	27.3%
FY2024	$2.2B	$537.1M	13.91	24.4%	28.1%
FY2023	$2.1B	$468.2M	12.04	22.4%	28.9%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$622.9M	$126.7M	3.50	20.3%
2026Q1	$611.0M	$133.1M	3.59	21.8%
2025Q4	$607.6M	$152.6M	4.06	25.1%
2025Q2	$585.5M	$148.5M	3.87	25.4%
2025Q1	$570.7M	$144.9M	3.76	25.4%
2024Q4	$568.7M	$150.0M	3.89	26.4%
2024Q2	$552.7M	$158.1M	4.09	28.6%
2024Q1	$545.9M	$140.9M	3.65	25.8%
2023Q4	$542.2M	$148.6M	3.84	27.4%
2023Q2	$529.8M	$134.7M	3.46	25.4%
2023Q1	$515.1M	$131.6M	3.38	25.5%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Material agreement, Material financial obligation, Exhibits
SEC8/31/2026material
8-K — Results of operations, Exhibits
SEC7/1/2026material
10-Q filing
SEC7/1/2026
8-K — Executive/director change, Exhibits
SEC4/8/2026material
10-Q filing
SEC4/2/2026
8-K — Results of operations, Exhibits
SEC3/31/2026material
8-K — Executive/director change, Exhibits
SEC3/4/2026material
10-Q filing
SEC1/5/2026

2025

8-K — Executive/director change, Bylaw/charter change, Shareholder vote results, Exhibits
SEC12/22/2025material
8-K — Results of operations, Exhibits
SEC12/18/2025material
10-K filing
SEC10/22/2025
8-K — Results of operations, Executive/director change, Bylaw/charter change, Exhibits
SEC9/18/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.