FactSet Research Systems Inc. Website

FactSet Research Systems Inc.

NYSE-FDS

Company Overview

FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

  • Name

    FactSet Research Systems Inc.

  • CEO

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  • Website

    www.factset.com

  • Sector

    Capital Markets

  • Year Founded

    1978

Company Statistics

Profile

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Bulls Say

  • FactSet's data feed and wealth management businesses represent strong growth opportunities for the firm.

  • While organic operating margins have been range-bound, a higher revenue base may make operating margin expansion more attainable in the future, even if progress is choppy.

  • FactSet's valuation has come down amid management changes and competitive concerns and the market may have an overly myopic view of FactSet's prospects.

Bears Say

  • FactSet's customer base of asset owners and asset managers could face pressure, and a drop in equity markets could weigh on customer budgets. In addition, investment banks face pressure from soft deal activity.

  • FactSet's need to invest in its content and platforms limits the opportunity for margin expansion.

  • FactSet faces competition from well-established players such as Refinitiv, MSCI, Bloomberg, and S&P Global, as well as software and financial technology upstarts. In addition, artificial intelligence-enabled solutions could also compete with FactSet's products.

Source: Morningstar Analysis - Nov 21, 2025

What's happening

Nov 15, 2025 - Dec 17, 2025

FactSet Research Systems Inc. Sees Strong Performance Amid Strategic Partnerships and Innovations

  • FactSet announced a partnership with Arcesium to create an integrated investment management platform, addressing data fragmentation in asset management.
  • The company is integrating with Amazon Quick Research to enhance research workflows through AWS cloud platforms.
  • Despite some bearish sentiment from Wolfe regarding price targets, positive developments have driven investor interest.

Over the past month, FactSet Research Systems Inc. (FDS) demonstrated a performance increase of 6.6%, significantly outpacing the S&P 500's return of 1.3%. This growth was primarily fueled by strategic partnerships and technological advancements that positively influenced investor sentiment toward the company. Notably, on December 4, FDS announced its integration with Amazon Quick Research, which aims to streamline client research workflows using existing subscriptions via Amazon Web Services cloud platforms.

On December 3, FDS also revealed a collaboration with Arcesium aimed at creating a unified investment management platform that addresses challenges related to data fragmentation in asset management. This partnership combines advanced analytics from FactSet with Arcesium’s post-trade technology and reflects an increasing demand for integrated solutions within capital markets as private credit fundraising is projected to rise from $198 billion in 2023 to $210 billion in 2024.

Despite these positive developments, there were concerns noted earlier when Wolfe reduced its price target for FDS from $320 to $290 while maintaining an "Underperform" rating on the stock. This downgrade raised questions about future performance but did not overshadow recent announcements that have bolstered market perceptions.

Investors are currently anticipating earnings results scheduled for December 18 while considering historical trends related to stock performance metrics such as moving averages; however, this anticipation has been moderated by previous concerns regarding price movements below critical support levels established over time. Overall, during this period of heightened activity surrounding FDS's operations and partnerships within financial services technology sectors—Factset Research Systems Inc outperformed the Financials (XLF) sector by 2.5%.

NYSE:FDS