• Financial - Data & Stock Exchanges
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FactSet Research Systems Inc. logo
FactSet Research Systems Inc.
FDS · US · NYSE
401.06
USD
+4.02
(1.00%)
Company Overview

45 GLOVER AVENUE,NORWALK CT 06850,2038101000

CEO

Mr. Frederick Philip Snow

Employess

12262

Sector

Financial Services

Industry

Financial - Data & Stock Exchanges

Website

https://www.factset.com

FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

Next Earnings Date

Dec. 17, 2024

Ex Dividends date

Sep. 19, 2024

Dividend Date

Aug. 30, 2024

YTD Performance

-13.34%

Fiscal Year End

08-31

IPO Date

1996-06-28

Growth Rates
(avg. rate of change) 10 years 5 years 3 years 1 year
Sales/Revenue 9.29% 9.09% 11.76% 13.10%
EPS 10.35% 12.18% 7.64% 16.98%
Equity 11.58% 25.24% 21.74% 21.72%
Cash 8.02% 15.32% -10.10% -15.46%
Return On Capital (ROIC) 26.73% 20.05% 16.02% 14.57%
Debt
year (millions) 2023 2022 2021 2020 2019
Short Term Debt 28.8 29.2 31.6 29.1 (47.7)
Long Term Debt 1,810 2,190 835 847 574
LT Finance Leases 227 238 292 301 0.0
Shares Outstanding 38.2 37.9 37.9 37.9 38.1
Market Cap 16,700 16,400 14,400 13,300 10,400
Price
Business Segments (Beta)
Geographical Segments (Beta)
News
Here's Why FactSet Research (FDS) is a Strong Growth Stock
1 month

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

zacks.com
FactSet Names Kristina Karnovsky as Head of the Dealmakers and Wealth Group
1 month

NORWALK, Conn., Aug. 05, 2024 (GLOBE NEWSWIRE) -- FactSet (“FactSet” or the “Company”) (NYSE:FDS) (NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced that Kristina Karnovsky, a veteran FactSet executive who currently serves as Executive Vice President and Chief Product Officer, has been appointed Executive Vice President and Head of the Dealmakers and Wealth group, effective September 1. Karnovsky succeeds Goran Skoko, who will become Chief Revenue Officer, as previously announced.

globenewswire.com
FactSet Declares Dividend
1 month

NORWALK, Conn., Aug. 05, 2024 (GLOBE NEWSWIRE) -- FactSet  (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced that its Board of Directors approved a regular quarterly cash dividend of $1.04 per share.

globenewswire.com
FactSet Appoints Helen Shan as Chief Financial Officer
2 months

Current FactSet Executive Goran Skoko to Take on Role of Chief Revenue Officer Company Reaffirms Full-Year Fiscal 2024 Guidance NORWALK, Conn., July 23, 2024 (GLOBE NEWSWIRE) -- FactSet (“FactSet” or the “Company”) (NYSE:FDS) (NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced that Helen Shan, a seasoned FactSet executive who currently serves as Executive Vice President and Chief Revenue Officer, has been appointed Chief Financial Officer, effective immediately.

globenewswire.com
FactSet Research Systems: Rating Upgrade As Demand Environment Should Get Better Soon
2 months

I upgraded my recommendation from hold to buy. I expect growth acceleration as the demand environment recovers; delayed deals materializing; new Gen AI products drive adoption. Valuation has become more attractive relative to the last time I wrote about it, as the stock is now trading at a discount to the historical average.

seekingalpha.com
Here's Why FactSet Research (FDS) is a Strong Momentum Stock
2 months

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Why FactSet Research (FDS) is a Top Growth Stock for the Long-Term
2 months

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Reasons to Retain FactSet (FDS) Stock in Your Portfolio Now
2 months

FactSet (FDS) is benefiting from a growing customer base and a strong global presence.

zacks.com
Why FactSet Research (FDS) is a Top Momentum Stock for the Long-Term
3 months

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

zacks.com
FactSet (FDS) Q3 Earnings Beat on High Volumes, Revenues Miss
3 months

FactSet's (FDS) third-quarter fiscal 2024 results benefit from price increase, sales to asset owners and growth in transactional revenues.

zacks.com
Nasdaq Moves Lower; FactSet Research Posts Upbeat Earnings
3 months

U.S. stocks traded mixed toward the end of trading, with the Nasdaq Composite moving lower on Friday.

benzinga.com
FactSet Research Systems Inc. (FDS) Q3 2024 Earnings Call Transcript
3 months

FactSet Research Systems Inc. (NYSE:FDS ) Q3 2024 Earnings Conference Call June 21, 2024 11:00 AM ET Company Participants Ali van Nes - Head of Investor Relations Philip Snow - Chief Executive Officer Linda Huber - Chief Financial Officer Helen Shan - Chief Revenue Officer Conference Call Participants Toni Kaplan - Morgan Stanley Alex Kramm - UBS Kelsey Zhu - Autonomous Manav Patnaik - Barclays Faiza Alwy - Deutsche Bank Surinder Thind - Jefferies Ashish Sabadra - RBC George Tong - Goldman Sachs Andrew Nicholas - William Blair Shlomo Rosenbaum - Stifel Craig Huber - Huber Research Partners Russell Quelch - Redburn Heather Balsky - Bank of America Scott Wurtzel - Wolfe Research Operator Good day and thank you for standing by. Welcome to the Third Quarter FactSet Earnings Call.

seekingalpha.com