FactSet Research Systems is well-positioned for growth due to robust fundamentals, global expansion, and continuous technological innovation. FDS leverages AI integration, strategic global offices, and workflow efficiency to enhance client solutions and maintain a high client and user retention rate. The stock is undervalued based on dividend discount and price ratio models, justifying significant upside potential at current levels.
FactSet Research Systems (FDS) is rated a buy, with the market underestimating its AI strategy and strong core business fundamentals. FDS's AI-driven products are driving client renewals and accelerating growth, with significant adoption momentum and a robust sales pipeline into FY26. Core business strength is evident in record ASV additions, broad-based demand, and multi-year renewals with top global banking clients, ensuring recurring revenue.
FactSet Research (FDS) came out with quarterly earnings of $4.05 per share, missing the Zacks Consensus Estimate of $4.15 per share. This compares to earnings of $3.74 per share a year ago.
| - Industry | - Sector | Sanoke Viswanathan CEO | NYSE Exchange | 303075105 CUSIP |
| US Country | 12,598 Employees | 28 Nov 2025 Last Dividend | 7 Feb 2005 Last Split | 3 Jul 1996 IPO Date |
FactSet Research Systems Inc. is a prominent provider of financial information and analytical applications designed to serve the global investment community. Operating across the Americas, Europe, the Middle East, Africa, and Asia Pacific regions, FactSet is dedicated to offering in-depth insights and valuable information tailored to the needs of its diverse clientele. Established in 1978 and with its headquarters in Norwalk, Connecticut, the company has grown to become an essential tool for portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and various other entities within the financial services sector. By integrating various workflow solutions, FactSet facilitates comprehensive research, analytics, trading, and the seamless integration of content and technology solutions.
FactSet offers extensive research tools that enable users to access vast amounts of financial data, proprietary analytics, and customizable options for their investment research process. These tools are designed to help clients identify investment opportunities by analyzing market data, financial statements, and trends effectively.
The analytics and trading solutions provided by FactSet encompass a range of applications aimed at enhancing portfolio management and trading strategies. Clients can leverage analytics for performance attribution, risk management, and simulation analysis. A suite of trading solutions also supports order execution and connectivity with markets, facilitating efficient trade management.
This range of services ensures that clients have access to enriched financial content along with the technology to customize and integrate this information into their existing systems. FactSet’s technology solutions offer capabilities for data management, workflow integration, and application development, enabling a cohesive and flexible platform for financial analysis and decision-making.
Specifically tailored for wealth advisors, these solutions support wealth management processes by providing tools for portfolio analysis, financial planning, and client communication. FactSet's wealth management platform aims to streamline the advisory service, offering insights and data that can help in managing client portfolios and meeting individual investment objectives.