SURVYR

FDS

FactSet Research Systems Inc.
$309.54
−$13.85 (4.28%)Oct 27 close
FinancialsS&P 500 CompareTechnicals
-35%-22%-8%+6%+19%Oct 2025Oct 2026Apr 202652w high $339.8352w low $185.00
FDSSPY
Wall St. Highest PT $340.00 (+9.8%) Wall St. Avg PT $280.00 (-9.5%)
$187$228$269$310$350POC $288Hi $340Avg $280
Underwater Drawdown %Max DD -36.0%Current -7.7%
0.0%-36.0%
Relative Strength vs SPY-5.0% vs SPYUnderperforming
+46%0%-46%
1W
−$2.73 (0.87%)
1M
+$36.46 (13.35%)
3M
+$26.74 (9.45%)
6M
+$81.95 (36.01%)
YTD
+$23.32 (8.15%)
1Y
+$24.32 (8.53%)

Chart

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Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Hold
18 analysts · mean score 3.22
1 = Strong Buy · 5 = Sell
Strong Buy00%
Buy317%
Hold950%
Underperform422%
Sell211%
Wall Street consensus
Analyst price targets
Current price$309.54
Average target$280.00
−$29.54 (−9.5%) downsideaverage target vs current price
CurrentAverageMedian
Low$212.00
Median$288.50
High$340.00
12-month Wall Street target range
Recent analyst rating changes · 30
Reiterated
2026-10-13 · BMO Capital reiterated Market Perform on FDS
Reiterated
2026-10-01 · Wells Fargo reiterated Underweight on FDS
Reiterated
2026-10-01 · Stifel reiterated Hold on FDS
Reiterated
2026-09-11 · Deutsche Bank reiterated Hold on FDS
Reiterated
2026-09-10 · Morgan Stanley reiterated Equal-Weight on FDS
Upgrade
2026-09-08 · William Blair upgraded FDS from Market Perform to Outperform

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$10.9B
P/E (last 12 months)21.2
P/E (next 12 months, estimated)14.3
52-week range$185.00 – $339.83
Revenue growth (latest quarter vs a year ago)+6.3%
Dividend yield1.43%
Analyst consensusHold (16)
Average analyst price target$280.00 (-10%)

What they do

FactSet Research Systems Inc. operates as a global data and artificial intelligence solutions provider for the financial markets in the Americas, Europe, the Middle East, Africa, and Asia Pacific. It offers data, products, and analytical applications. The company also provides financial data and market intelligence on securities, companies, industries, and people that enable clients to research advisory.

Financial Services · Financial Data & Stock Exchanges
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
34th percentile in sector
C-
12-1 return: +3.0%
Percentile within its GICS sector across the S&P 1500.
Growth
29th percentile in sector
D+
Revenue growth (YoY): +6.3%
Percentile within its GICS sector across the S&P 1500.
Value
27th percentile in sector
D+
Forward E/P: 7.2% · EBITDA/EV: 7.4%
Percentile within its GICS sector across the S&P 1500.
Profitability
64th percentile in sector
B-
Profit margin: +21.5% · Return on equity: +25.5%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
Momentum Top 15
ranked 242 of 499 · 12-month momentum 11.4%
Momentum Blend
Not in the current book
New Highs Growth
Outside this model's universe or screens
SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
SURVYR. Long Book
Not in the current book

Earnings & events

FDS earningsNext report in 50 days
Next report
Thu Dec 17, 2026Before the open
EPS consensus$5.00 range $4.75–$5.13
Revenue consensus$643.6M 13 analysts
Last 4 quarters · EPS vs estimate
Sep 30, 2026$4.52est $4.35+4.0%Above estimates
Jul 1, 2026$4.53est $4.45+1.8%Above estimates
Mar 31, 2026$4.46est $4.38+1.9%Above estimates
Dec 18, 2025$4.51est $4.36+3.5%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · refreshed 2026-10-27 18:24:14 ET
24-1225-0325-0625-0925-1226-0326-0726-090.004.53
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-08-31$634.7M+6.3%
2026-05-31$622.9M–
2026-02-28$611.0M–
2025-11-30$607.6M–
2025-08-31$596.9M–

Recent dividends

2026-08-31: $1.160 · 2026-05-29: $1.160 · 2026-02-27: $1.100 · 2025-11-28: $1.100 · 2025-08-29: $1.100 · 2025-05-30: $1.100 · 2025-02-28: $1.040 · 2024-11-29: $1.040

News & catalysts

More news
ETF League Tables: SPDR Invesco See Hefty Outflows
etf.com · 12h ago
Seagate Posts Soaring Profit on Continued Data-Storage Demand
The Wall Street Journal · 13h ago
Seagate Fiscal Q1 Earnings, Revenue Rise; Issues Q2 Guidance
MT Newswires · 14h ago
Coca-Cola Raises Full-Year Earnings Growth Outlook Following Fiscal Third-Quarter Beat
MT Newswires · 20h ago
Coca-Cola Fiscal Q3 Comparable Earnings, Revenue Rise; 2026 Growth Outlook Raised
MT Newswires · 23h ago
Rating changes
Reiterated
2026-10-13 · BMO Capital reiterated Market Perform on FDS
Reiterated
2026-10-01 · Wells Fargo reiterated Underweight on FDS
Reiterated
2026-10-01 · Stifel reiterated Hold on FDS
Reiterated
2026-09-11 · Deutsche Bank reiterated Hold on FDS
Reiterated
2026-09-10 · Morgan Stanley reiterated Equal-Weight on FDS
Upgrade
2026-09-08 · William Blair upgraded FDS from Market Perform to Outperform

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-27 18:24:14 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

Coteau 0.9 · Oct 21, 2026