Market Cap
$9.6B
FDS
FACTSET RESEARCH SYSTEMS INC
$268.87 ▼ -3.15%
Prev close $277.61Market cap$9.6B
ConsensusStrong Sell
12-mo target$277.56 (+3.2%)
▼ Bearish
Analyst conviction 1/10
High Impact Filing (7/10)39 New Institutional Positions11 Institutional ExitsCongressional Activity (1) Software & IT
Snapshot
The big-picture read on FDS right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Sell (11%)
Inst. Holders
50 funds
Inst. Value
$7.3B
Inst. Activity
39 buys / 11 sells
Social Sentiment
29° Bearish
SEC Reports
4
Press Releases
1
Congressional
6 trades
Price chart 30d -12.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: FDS — 71.5% short (0.4M / 0.6M)
Short: 424,988 | Exempt: 328 | TRF Vol: 594,483 | Short Ratio: 71.5% | Off-exchange volume (dark poo
Sep 23, 2026 Insider
Moskoff Gregory T was granted 97 shares
MD,Controller and CAO
Sep 22, 2026 Insider
Sep 2, 2026 SEC Viswanathan Sanoke surrendered for taxes 8,065 shares
Chief Executive Officer @ $276.42 ($2.2M)
FactSet announced it will release Q4 fiscal 2026 results on September 30, 2026, with a conference call to follow. This i
PRESS-RELEASE — Impact 2/10
Aug 19, 2026 Congress
Ro Khanna sell
$1,001 - $15,000 — House
Jun 30, 2026 Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — ADD
601,136 shares ($138.3M)
Jun 30, 2026 Inst.
MARSHALL WACE, LLP — TRIM
403,312 shares ($92.8M)
May 1, 2026 Insider
Warren Joshua was granted 2,272 shares
EVP, Chief Financial Officer
Analyst ratings buy % +37.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
11% rate it Buy or better · 27 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Oct 1, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Sep 11, 2026 | Deutsche Bank | MAINTAIN | Hold | 58% |
| Sep 10, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 8, 2026 | William Blair | UPGRADE | Outperform | 51% |
| Sep 8, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Aug 27, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 6, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 2, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Jul 2, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 3 | 13 | 9 | 2 | 11% | |
| Aug 1, 2026 | 0 | 3 | 13 | 9 | 2 | 11% | |
| Jul 1, 2026 | 0 | 3 | 13 | 9 | 2 | 11% | |
| Jun 1, 2026 | 0 | 3 | 14 | 8 | 2 | 11% | |
| May 1, 2026 | 0 | 3 | 14 | 8 | 2 | 11% | |
| Apr 1, 2026 | 0 | 3 | 14 | 8 | 2 | 11% | |
| Mar 1, 2026 | 0 | 3 | 14 | 8 | 2 | 11% | |
| Feb 1, 2026 | 0 | 3 | 14 | 7 | 2 | 12% |
Price targets
Where 16 covering analysts think FDS trades over the next 12 months.
$277.56 +3.2% upside Hold
Current$268.87 Low$212.00 Median$285.00 High$340.00 16 analysts
$212.00$340.00
Analyst rating Hold· 3.2/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
29°
Bearish
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 2 neutral · avg impact 4.8/10.Plus 1 press releases.
NEUTRALPRESS-RELEASE2/10
FactSet announced it will release Q4 fiscal 2026 results on September 30, 2026, with a conference ca
Sep 2, 2026
MIXED8-K6/10
FactSet reported Q2 FY2026 GAAP revenue of $611.0 million (+7.1% YoY) but GAAP EPS of $3.59, down 4.
Apr 21, 2026
NEUTRAL8-K4/10
FactSet announced CFO Helen Shan's departure and the appointment of Joshua Warren as her successor,
Apr 8, 2026
BULLISHINST-CLUSTER7/10
Three major institutions, including Norges Bank and Ariel, initiated or expanded positions in FactSe
Feb 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: FDS — 71.5% short (0.4M / 0.6M)
Short: 424,988 | Exempt: 328 | TRF Vol: 594,483 | Short Ratio: 71.5% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
earnings
FactSet Reports Results for Fourth Quarter and Fiscal 2026
Strong commercial execution and AI momentum drive organic ASV growth of 7.0%
Sep 30, 2026
earnings_calendar
FDS Q4 2026 Earnings After Market Close — 2026-09-30
Sep 30, 2026
short_volume
Short Volume: FDS — 77.2% short (0.4M / 0.5M)
Short: 424,184 | Exempt: 10 | TRF Vol: 549,647 | Short Ratio: 77.2% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
other
FactSet Appoints Marcel Prins to Board of Directors
FactSet Appoints Marcel Prins to Board of Directors
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $5.00 | $4.75–$5.13 | 10.8% | +1.3% | 1↑ 0↓ | $0.6B | 16 |
| Next Q | $4.91 | $4.81–$5.04 | 10.2% | +0.2% | 1↑ 0↓ | $0.6B | 16 |
| Current FY | $19.63 | $19.15–$20.10 | 9.0% | -0.4% | 1↑ 0↓ | $2.6B | 18 |
| Next FY | $21.72 | $20.66–$23.05 | 10.7% | -0.9% | 0↑ 1↓ | $2.8B | 17 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.999 | — |
| 7d ago | $4.940 | +0.058 |
| 30d ago | $4.937 | +0.062 |
| 60d ago | $4.936 | +0.062 |
| 90d ago | $4.936 | +0.062 |
Institutional ownership
Which big funds own FDS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.3B total value (31,576,591 shares) as of 2026-Q2. Top holders: BAMCO, BlackRock,, VANGUARD. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BAMCO INC /NY/ | 4,200,856 | $966.5M | 13.3% | — |
| BlackRock, Inc. | 2,858,389 | $657.7M | 9.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,379,691 | $547.5M | 7.5% | — |
| STATE STREET CORP | 1,873,867 | $431.1M | 5.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,781,324 | $409.8M | 5.6% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,675,700 | $385.5M | 5.3% | — |
| LOOMIS SAYLES & CO L P | 1,439,274 | $331.1M | 4.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,380,700 | $317.3M | 4.4% | — |
| Ninety One UK Ltd | 1,189,240 | $273.6M | 3.8% | — |
| MORGAN STANLEY | 1,100,714 | $253.3M | 3.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 377,926 | 601,136 | +59.1% | $138.3M |
| MARSHALL WACE, LLP | TRIM | 790,829 | 403,312 | -49.0% | $92.8M |
| WELLS FARGO & COMPANY/MN | TRIM | 693,231 | 369,718 | -46.7% | $85.1M |
| Capital World Investors | NEW | — | 350,319 | — | $80.6M |
| FULLER & THALER ASSET MANAGEMENT, INC. | NEW | — | 301,875 | — | $69.5M |
| JANE STREET GROUP, LLC | DOUBLED | 48,133 | 277,855 | +477.3% | $63.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 63,730 | 212,342 | +233.2% | $48.9M |
| NORGES BANK | NEW | — | 208,310 | — | $47.9M |
| FMR LLC | ADD | 110,923 | 207,400 | +87.0% | $47.7M |
| BANK OF MONTREAL /CAN/ | TRIM | 567,466 | 177,354 | -68.7% | $40.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
3 insiders, 9 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | Moskoff Gregory T | MD,Controller and CAO | AWARD | 97 | — | — |
| Sep 22, 2026 | Viswanathan Sanoke | Chief Executive Officer | TAX W/H | 8,065 | $276.42 | $2.2M |
| May 1, 2026 | Warren Joshua | EVP, Chief Financial Officer | AWARD | 2,272 | — | — |
| May 1, 2026 | Warren Joshua | EVP, Chief Financial Officer | AWARD | 8,567 | — | — |
| Feb 3, 2026 | Moskoff Gregory T | MD,Controller and CAO | TAX W/H | 3 | $222.62 | $667.86 |
| Feb 1, 2026 | Moskoff Gregory T | MD,Controller and CAO | TAX W/H | 4 | $254.36 | $1.0K |
| Feb 3, 2025 | Moskoff Gregory T | MD,Controller and CAO | AWARD | 11 | — | — |
| Feb 1, 2025 | Moskoff Gregory T | MD,Controller and CAO | TAX W/H | 2 | $474.41 | $948.82 |
| Feb 1, 2024 | Moskoff Gregory T | MD,Controller and CAO | AWARD | 11 | — | — |
Congressional trades
FDS trades disclosed by members of Congress, with disclosure delay.
3 members · 2 buys / 4 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 19, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | FactSet Research Systems Inc | Sep 7, 2026(20d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | FactSet Research Systems Inc | May 13, 2026(31d) |
| Mar 31, 2026 | Shelley Moore Capito | R | SENATE | SELL | $1,001 - $15,000 | FactSet Research Systems Inc | Apr 5, 2026(6d) |
| Mar 26, 2026 | Shelley Moore Capito | R | SENATE | SELL | $1,001 - $15,000 | FactSet Research Systems Inc | Apr 5, 2026(11d) |
| Mar 25, 2026 | Shelley Moore Capito | R | SENATE | SELL | $1,001 - $15,000 | FactSet Research Systems Inc | Apr 5, 2026(12d) |
| Mar 13, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | FactSet Research Systems Inc | Apr 8, 2026(27d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for FDS.
Shares short
3,844,515
Settlement Sep 15, 2026
Change vs prior
-14.1%
Semi-monthly cycle
Days to cover
4.0
At avg daily volume
Of shares outstanding
≈10.8%
Estimate — not % of float
All FDS filing & press-release reports (5)
- PRESS-RELEASE reportSep 2, 2026
- 8-K reportApr 21, 2026
- 8-K reportApr 8, 2026
- PRESS-RELEASE reportMar 31, 2026
- INST-CLUSTER reportFeb 28, 2026