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Norwalk, Connecticut-based FactSet Research Systems Inc. (FDS) is a financial data company. It provides integrated financial information and analytical applications to the investment community. With a market cap of $14.4 billion, FactSet’s operations span the Americas, Europe, the Middle East, Africa, and the Indo-Pacific.
The financial data provider has significantly underperformed the broader market over the past year. FDS stock prices have plunged 7.7% over the past 52 weeks and 20.8% on a YTD basis, compared to the S&P 500 Index’s ($SPX) 15.2% returns over the past year and 10.2% surge in 2025.
Narrowing the focus, FactSet has also underperformed the sector-focused Financial Select Sector SPDR Fund’s (XLF) 20% surge over the past 52 weeks and 11.3% gains on a YTD basis.
FactSet Research’s stock prices gained 3.5% in the trading session following the release of its mixed Q3 results on Jun. 23. The company observed a slight improvement in subscription value and a notable growth in organic revenues. Overall, its topline for the quarter increased 5.9% year-over-year to $585.5 million, exceeding the Street expectations by 72 basis points. However, the company experienced a notable margin contraction, leading to a 2.9% decline in adjusted net income to $163.9 million. Further, its adjusted EPS of $4.27 missed the consensus estimates by 93 basis points.
For the full fiscal 2025, ending in August, analysts expect FactSet to deliver an adjusted EPS of $17.07, up 3.8% year-over-year. The company has a mixed earnings surprise history. While it surpassed the Street’s bottom-line expectations thrice over the past four quarters, it missed the projections on one other occasion.
The stock has a consensus “Hold” rating overall. Of the 19 analysts covering the FDS stock, opinions include one “Strong Buy,” 12 “Holds,” and six “Strong Sells.”
This configuration is slightly more optimistic than three months ago, when seven analysts gave “Strong Sell” recommendations.
On Jun. 24, BMO Capital analyst Jeffrey Silber reiterated a “Market Perform” rating on FDS and raised the price target from $448 to $452.
As of writing, FactSet’s mean price target of $433.64 represents a 14% premium to current price levels. Meanwhile, the street-high target of $506 suggests a 33.1% upside potential.
