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FDS · Factset Research Systems Inc

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$305.44 -8.11 (-2.59%) At close · Sep 1
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$10.95B
Shares
35.57M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$305.44 Open$310.97 Day$303.60–315.00 52W close$190.06–375.34 Avg vol 30d873K Short int3.6M · 10.1% float · 4.8d Short vol73% Last earningsJul 1, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 1

Up next

Next earnings call
Oct 1, 2026 Est · unconfirmed · in 4 wks
FQ1-27 quarter ends
~Nov 30, 2026 Est
Latest filing: 10-Q
filed Jul 1, 2026

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Bullish Fundamentals Strong Quant / Vol Very High
Market backdrop VIX 16.3 · calm Equity put/call 0.67
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +23%
above
Price vs 50-day avg +14%
above
RSI (14) 62
neutral
MACD trend Positive
52-week position 62%
mid-range
Momentum
relative strength
Very Strong
1-month return +11%
trailing
6-month return +49%
trailing
YTD return +5%
this year
Relative strength +36%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $267 › 200d $249 — 50d above 200d
Institutional flow Accumulating
+5% holders QoQ · +143 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
10.11% of float · ▼ -9.2% MoM · 4.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
771 holders — mid 3-yr range
Squeeze score 73
high risk · 0–100
Fundamentals
Strong
Revenue growth +6%
Y/Y
EPS growth +12%
Y/Y
Free cash flow $665.5M
Valuation P/E 20.3
below peers
Buyback $494.0M
remaining
Balance sheet $1.0B
net debt
Quant / Vol
risk profile
Very High
Volatility 47%
annualized · 1-yr
Max drawdown −49%
past year
ATR 3.6%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Buy
0 · 3 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+23% Bullish
Price vs 50-day avg
+14% Bullish
RSI (14)
62 Neutral
MACD trend
Positive Bullish
52-week position
62% Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $267 › 200d $249 — 50d above 200d
Institutional flow Accumulating
+5% holders QoQ · +143 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
10.11% of float · ▼ -9.2% MoM · 4.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
771 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $190 Now $305 · 62% Range high $375
vs 200-day avg +23% vs 50-day avg +14%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Financial Data & Stock Exchanges — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
FDS
Factset Research Systems Inc
this stock
$10.95B +5.3% +6.3% 20.3 10.1%
SPGI
S&P Global Inc.
 $138.57B — +7.1% 29.6 2.4%
CME
Cme Group Inc.
 $103.32B +4.9% +6.4% 24.4 1.4%
ICE
Intercontinental Exchange, Inc.
 $89.60B -1.5% -2.1% 22.5 1.4%
MCO
Moodys Corp /De/
 $85.68B -3.2% +16.6% 31.4 1.5%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
771
% held
114.1%
Net QoQ
+2.1M sh
Top holder
BAMCO INC /NY/
Held Float
View
Held by Funds
Fund positions
615
View
Short & Settlement
Short Interest Falling
Shares short
3.6M
Days to cover
4.8d
Change
-364.7K sh
View
Short Volume
Short vol %
73%
As of
Sep 1, 2026
Short Total
View
Fails to Deliver
FTD shares
172
Value
$48.8K
As of
Jul 29, 2026
View
Off-Exchange
Off-exchange %
54.2%
Week of
Jul 27, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Sell
Member
Gilbert Cisneros
Amount
$1.0K–$15.0K
Traded
May 15, 2026
View
Financials
Financials
Revenue (FY)
$2.3B
Net income (FY)
$597.0M
EPS diluted
$15.55
View
Buybacks
Authorized
$600.0M
Remaining
$494.0M
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 31, 2026
This year
8
View
Proposed Sales
Value
$757.3K
Shares
2.6K
Filed
Jan 12, 2026
View
Earnings & Events
Earnings Calls
Last call
Jul 1, 2026
View

Performance

5D 20D 120D MTD YTD
FDS +3.2% +11.3% +48.6% -2.6% +5.3%
SPY -0.5% -1.2% +12.6% -0.7% +11.7%
vs SPY +3.7% +12.5% +36.0% -1.9% -6.5%

Capital returns

Latest dividend
$1.16 / share · ex Aug 31, 2026
Raised 5.5%
Paid (TTM)
$4.52 / share · 4 payouts
Dividend yield (TTM, derived)
1.48%
Buyback program · as of May 31, 2026
Authorized
$600.00M
Spent (derived)
$106.00M
Remaining
$494.00M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1013237 CUSIP 303075105 13F (30d) 498 filings 493 filers Visit website Investor relations

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