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.
FactSet Research Systems (NYSE:FDS) is scheduled to announce its earnings on Thursday, September 18, 2025. Revenue is anticipated to be approximately 593 million, reflecting an increase of about 5.5% compared to the previous year, according to consensus estimates, while earnings are estimated to be around $4.13 per share.
Evaluate the expected performance of FactSet (FDS) for the quarter ended August 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
FactSet: A Boring Stock That Could Power Your Portfolio (Rating Upgrade)
FactSet's 3Q25 results confirm growth inflection, with organic ASV reaccelerating and diversified segment strength driving resilience. AI monetization is now materializing, with GenAI products contributing to revenue and embedding FactSet deeper into client workflows. Despite near-term margin pressure from tech investments, growth momentum, and client expansion support a durable reacceleration thesis.
Shares of FactSet Research Systems (FDS) were among the top gainers on the S&P 500 Monday after the financial data provider reported fiscal third-quarter revenue above analysts' expectations and announced a new share repurchase plan.
FactSet remains a highly resilient, profitable company with predictable subscription-based revenue and strong client retention, supporting its premium valuation. Q3 FY2025 results show steady growth in users and organic ASV, with high operating margins despite a temporary dip from the LiquidityBook acquisition. Dividend growth is sustainable but slow, and buybacks are ineffective due to dilution, making shareholder returns reliant on capital gain.
FDS's third-quarter fiscal 2025 earnings slip y/y, but rising revenues and expanding ASV signal steady momentum in core operations.
FactSet delivered strong Q3 FY25 results, with 4.4% organic revenue growth and 6% user count growth, reaffirming full-year guidance. Recent acquisitions, especially LiquidityBook, are driving user growth and expanding FactSet's offerings in the hedge fund and wealth management markets. I project 6.5% annual revenue growth and 30bps annual margin expansion, supporting a fair value estimate of $490 per share.
FactSet Research Systems Inc. (NYSE:FDS ) Q3 2025 Earnings Call June 23, 2025 9:00 AM ET Company Participants Frederick Philip Snow - CEO & Director Goran Skoko - Executive VP, Chief Revenue Officer and MD of EMEA & Asia Pacific Helen L. Shan - Executive VP & CFO Kevin J.