FactSet Research Systems Inc. (FDS)
Summary
FDS Chart
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FDS' recurring revenues, AI adoption and recent client wins fuel subscription growth. Its rising costs and competition remain key risks.
FactSet Research Systems Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 1,666 | $483,760.25 | $426,879.18 | -$56,881.07 | -11.76% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 1,041 | $430,783.91 | $266,735.43 | -$164,048.48 | -38.08% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 280 | $81,253.35 | $71,744.4 | -$9,508.95 | -11.7% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 77 | $19,764.62 | $19,531.05 | -$233.57 | -1.18% |
 Donald Yacktman Yacktman Asset Management | 225,874 | $49.01M | $57.5M | $8.49M | 17.32% |
FactSet Research Systems Inc. Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SW Scott Wurtzel Wolfe Research | -355.61 | $88,935.05 | $92,907.23 | -$3,972.18 | -4.47% |
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FactSet Research Systems Inc. Profile
| Financial Services Industry | Financials Sector | Sanoke Viswanathan CEO | NYSE Exchange | 303075105 CUSIP |
| US Country | 12,598 Employees | 29 May 2026 Last Dividend | 7 Feb 2005 Last Split | 3 Jul 1996 IPO Date |
Overview
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.
Products and Services
- Research
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.
- Analytics and Trading
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.
- Content and Technology Solutions
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.
- Wealth
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.
