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Norwalk, Connecticut-based FactSet Research Systems Inc. (FDS) is a global financial digital platform and enterprise solutions provider. Valued at a market cap of $16.6 billion, the company offers workstations, portfolio analytics, and enterprise data solutions, as well as managed services to support data, performance, risk, and reporting workflows.
Companies valued at $10 billion or more are generally labeled as “large-cap” stocks, and FactSet Research Systems fits this criterion perfectly. The company delivers real-time data, powerful analytics, and research capabilities to support decision-making across the investment lifecycle, serving asset managers, investment banks, hedge funds, and corporate clients.
FactSet Research Systems stock has declined 12.6% from its 52-week high of $499.87. FDS stock has gained marginally over the past three months, lagging behind the broader Nasdaq Composite ($NASX), which increased 10.4% during the same period.
In the longer term, FDS stock has decreased 9% on a YTD basis, underperforming NASX's 1.7% return. Additionally, shares of FactSet Research Systems have risen 3.1% over the past 52 weeks, compared to NASX’s 11% uptick over the same period.
Despite a few fluctuations, the stock has been trading below its 50-day and 200-day moving averages since June.
FactSet Research Systems’ stock rose 3.5% following the release of its Q3 2025 earnings on June 23. Quarterly revenue rose 5.9% year-over-year to $585.5 million, fueled by continued demand from wealth and institutional buy-side clients, and topped consensus estimates. The company’s Annual Subscription Value (ASV) climbed 6.2% year-over-year to $2.3 billion, with annual ASV retention above 95% and client retention at 91%. Additionally, FactSet announced a 6% increase in its quarterly dividend to $1.10 per share, reinforcing shareholder confidence.
However, compared to its rival, Cboe Global Markets, Inc. (CBOE) has outperformed FDS stock. CBOE stock has increased 30.8% over the past 52 weeks and 17.8% on a YTD basis.
As FDS has underperformed relative to the Nasdaq, analysts are moderately bearish about its prospects. Among the 18 analysts covering the stock, there is a consensus rating of “Moderate Sell,” and it is currently trading slightly below the mean price target of $439.64.
