Nama Insights

FactSet Research Systems (FDS)

Financial Services · Financial Data Stock Exchanges · NYSE

S&P 500
FactSet Research Systems (FDS) is a Financial Services company in the Financial Data Stock Exchanges industry. It has a market capitalization of $11.56B, a trailing price-to-earnings ratio of 18.2 and a free-cash-flow yield of 5.9%. Over the most recent reported fiscal year, revenue grew 6.7% and free cash flow per share grew 20.1%. Nama's AI scorecard rates it Buy, 8.2 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Buy · 8.2/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Middle · +7.5% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-34.4%
How far the last close sits under the highest price of the past five years.
Market cap$11.56B
Trailing P/E18.2
Price / book5.8
Price / sales4.7
FCF yield5.9%
Dividend yield1.4%
Gross margin50.6%
Operating margin28.3%
Net margin21.5%
Revenue growth (YoY)+6.7%
Revenue growth (3-yr annual)+5.9%
EPS growth (YoY)—
FCF/share growth (YoY)+20.1%
Beta0.8
ExchangeNYSE
SectorFinancial Services
IndustryFinancial Data Stock Exchanges

FDS earnings

Next report: Dec 17, 2026 (Q1 2027, EPS estimate $5.00). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q4 2026 Sep 30, 2026 $4.52 $4.35 +3.9% $634.70M
Q3 2026 Jul 1, 2026 $4.53 $4.45 +1.8% $622.92M
Q2 2026 Mar 31, 2026 $4.46 $4.38 +1.8% $611.02M
Q1 2026 Dec 18, 2025 $4.51 $4.36 +3.4% $607.62M

FDS analyst price target

Median target $296.00 from 16 analysts, ranging $212.00 – $340.00.

Financial Data Stock Exchanges peers

TickerCompanyMarket capP/E
SPGI S&P Global $135.62B 25.0
CME CME Group $109.49B 25.2
ICE Intercontinental Exchange $96.27B 21.6
MCO Moody's $87.19B 30.1
NDAQ Nasdaq $59.88B 26.6
MSCI MSCI $46.60B 33.3
CBOE Cboe Global Markets $36.86B 25.3
COIN Coinbase Global $35.68B —
Explore live FDS data on Nama Insights →

Recent Congressional trades

FactSet Research Systems trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Thomas H Tuberville Senate Sell $1,001 - $15,000 Aug 5, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Jun 8, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Apr 7, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Dec 15, 2025
Julie Johnson House Sell $1,001 - $15,000 May 14, 2025
Byron Donalds House Sell $1,001 - $15,000 Mar 25, 2025
Byron Donalds House Sell $1,001 - $15,000 Mar 25, 2025
Jared Moskowitz House Buy $1,001 - $15,000 Aug 21, 2024
Jared Moskowitz House Sell $1,001 - $15,000 Aug 19, 2024
Jared Moskowitz House Sell $1,001 - $15,000 Aug 6, 2024
Jared Moskowitz House Buy $1,001 - $15,000 Aug 6, 2024
Jared Moskowitz House Buy $1,001 - $15,000 Aug 6, 2024

FDS FAQ

Is FDS a buy?
Nama's AI scorecard currently rates FactSet Research Systems Buy (8.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is FDS's P/E ratio?
FactSet Research Systems trades at a trailing price-to-earnings ratio of 18.2.
When does FDS report earnings?
FactSet Research Systems's next scheduled report is on Dec 17, 2026. Analysts expect EPS of $5.00.
What is the FDS price target?
The median analyst price target from 16 analysts is $296.00, with a range of $212.00 – $340.00.
Is FDS Shariah compliant?
Nama's AAOIFI-style screen reads FactSet Research Systems as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.
Does FDS pay a dividend?
Yes — FactSet Research Systems's dividend yield is 1.4%.