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FDS Stock Forecast: FactSet Research Systems, Inc. Price Predictions for 2026-2027

Last close, 4 Nov 2026
$342
+2.92% on the day

The 18 Wall Street analysts covering FactSet Research Systems, Inc. hold a median 12-month price target of $296 — -13.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 81 of 100 as at 4 Nov 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.

Market cap
$11.7B
Ticker Nerd rank
81/ 100
Median analyst target
$296
Analysts covering
18
Revenue$622.9M+6.4% y/y
Operating income$166.3M
Net income$126.7M
Free cash flow$254.0M
Quarterly, 8 quarters to 31 May 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+9.5%
1M
+28.7%
YTD
+19.6%
1Y
+31.7%
From 52W high
−0.4%
From 52W low
+82.6%
$187
$344
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

FDS stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores FactSet Research Systems, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 4 Nov 2026
81/ 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Volatility
96
Issuance
92
Quality
79
Revisions
77
Value
71
Momentum
64
Accruals
60
Growth
33
Size
13

Volatility (96): The share price has been relatively steady.

Growth (33): Sales and profits are flat, shrinking, or growing more slowly than they were.

Size (13): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.

Wall Street

FDS stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on FDS, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$200$250$300$350Jan 26Apr 26Jul 26Oct 26FDSHigh $340Median $296Low $212

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says18 analysts
3 Buy9 Hold6 Sell
Low $212Median $296High $340

The green dot is the last close — the median target sits −13.5% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 9 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
13 Oct 2026BMO CapitalMaintainsMarket Perform$300 → $314
1 Oct 2026StifelMaintainsHold—
1 Oct 2026StifelMaintainsHold$254 → $292
1 Oct 2026Wells FargoMaintainsUnderweight—
1 Oct 2026Wells FargoMaintainsUnderweight$210 → $250
11 Sept 2026Deutsche BankMaintainsHold$280 → $299
11 Sept 2026Deutsche BankMaintainsHold—
10 Sept 2026Morgan StanleyMaintainsEqual-Weight$230 → $300
10 Sept 2026Morgan StanleyMaintainsEqual-Weight—
8 Sept 2026BarclaysMaintainsUnderweight—
8 Sept 2026BarclaysMaintainsUnderweight$216 → $250
8 Sept 2026William BlairUpgradeOutperform—
8 Sept 2026William BlairUpgradeOutperform—
27 Aug 2026RBC CapitalMaintainsSector Perform$240 → $304
27 Aug 2026RBC CapitalMaintainsSector Perform—
6 July 2026BarclaysMaintainsUnderweight$210 → $216
6 July 2026BarclaysMaintainsUnderweight—
2 July 2026B of A SecuritiesMaintainsUnderperform$205 → $210
2 July 2026B of A SecuritiesMaintainsUnderperform—
2 July 2026BMO CapitalMaintainsMarket Perform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

FDS appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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Performance

FDS vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 4 Nov 2026, FactSet Research Systems, Inc. returned +31.7% against +14.8% for the S&P 500, dividends included.

FDS vs S&P 500, last 12 monthsTotal return, rebased to 100
6080100120140Jan 26Apr 26Jul 26Oct 26FDSS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

FDS analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingThis fiscal year
EPS revision, 90 days
−0.4%
Analysts raising
7
Analysts cutting
10
Fundamentals

FactSet Research Systems, Inc. (FDS) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
22.8×

Cheaper than 33% of US stocks

Price / sales
4.7×

Cheaper than 25% of US stocks

Price / book
5.9×

Cheaper than 16% of US stocks

EV / EBITDA
14.4×

Cheaper than 24% of US stocks

Growth & margins
Revenue growth (YoY)
6.3%

Higher than 44% of US stocks

Earnings growth (YoY)
−21.2%

Higher than 21% of US stocks

Gross margin
49.9%

Higher than 62% of US stocks

Operating margin
22.2%

Higher than 81% of US stocks

Net margin
21.5%

Higher than 83% of US stocks

Returns & dividend
Return on equity
25.5%

Higher than 85% of US stocks

Return on assets
10.7%

Higher than 93% of US stocks

Dividend yield
1.4%

Higher than 75% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

FactSet Research Systems, Inc. (FDS) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • FactSet Research Systems, Inc. has a market value of $11.7B and an enterprise value of $13.0B.

  • Revenue in the twelve months to 31 May 2026: $2.4B. The latest quarter grew 6.3% year on year.

  • Net income over the same four quarters: $566.0M, a 23.2% net margin.

  • Diluted earnings per share, trailing twelve months: $15.18.

  • Free cash flow in the twelve months to 31 May 2026: $708.3M, after $121.3M of capital spending.

  • FactSet Research Systems, Inc. spent $612.6M on share buybacks and $164.3M on dividends in the twelve months to 31 May 2026.

  • Shares outstanding: 35.8M.

  • Trailing P/E: 22.8×; forward P/E: 15.3× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.40%, paying out 31% of earnings.

  • FactSet Research Systems, Inc. employs 12,444 people — $196K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 31 May 2026 · market figures as at 5 Nov 2026

Data provided by Twelve Data

Peers

FDS vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelFinancial Data & Stock Exchanges
CompanyMarket capTKN rank
FDSFactSet Research Systems, Inc.$11.7B81
TRUTransUnion$15.9B62
MORNMorningstar, Inc.$9.4B87
CBOECboe Global Markets, Inc.$36.1B93
COINCoinbase Global, Inc.$40.1B27
MSCIMSCI, Inc.$49.5B64
NDAQNasdaq, Inc.$60.9B95

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own FactSet Research Systems, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest FDS news & analysis

FactSet and Hamilton Lane Announce Strategic Partnership to Deliver Integrated Private Markets Analytics

GlobeNewsWire · 2 Nov 2026positive

FactSet and Hamilton Lane announced a strategic partnership to deliver integrated private-markets analytics. The solution is designed to bring public- and private-markets intelligence together in a single portfolio analytics workflow.

Why it matters — The partnership is relevant to FDS watchers because it extends FactSet’s analytics offering to connect public and private markets.

FactSet (FDS) Up 15.3% Since Last Earnings Report: Can It Continue?

Zacks Investment Research · 30 Oct 2026positive

A Zacks Investment Research headline reports that FactSet shares are up 15.3% since its last earnings report, which was 30 days ago. The excerpt asks whether the performance can continue but provides no further details.

Why it matters — FDS watchers may note the reported share-price change since the latest earnings report.

Best Dividend Aristocrats For November 2026

Seeking Alpha · 29 Oct 2026neutral

Dividend Aristocrats lagged SPY in September but rebounded in October, narrowing their year-to-date performance gap. NOBL and the average Aristocrat returned 13.13% and 13.35% year to date, respectively, versus 14.15% for SPY; the average 2026 dividend increase rose to 4.55%.

Why it matters — The item provides dividend and market-performance context for investors following FDS, but does not report company-specific developments.

FactSet: Another 22% Run-Up, But It's Still Undervalued

Seeking Alpha · 28 Oct 2026positive

FactSet's Q4 revenue grew 6.3% and adjusted EPS rose 11.6%, both ahead of consensus, while AI-enabled solutions supported organic growth. The item also notes an 8% increase in FY 2027 adjusted EPS guidance and continued dividend growth.

Why it matters — These results and the updated guidance highlight FactSet's growth drivers and dividend profile for investors following the company.

FAQ

Frequently asked questions about FDS stock

What is the FDS stock price forecast for 2026-2027?

The 18 Wall Street analysts covering FactSet Research Systems, Inc. have a median 12-month price target of $296, with estimates ranging from $212 to $340. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is FDS stock a buy right now?

Of the 18 analysts covering FactSet Research Systems, Inc., 3 rate it a Buy, 9 a Hold and 6 a Sell. Ticker Nerd's systematic factor model ranks FactSet Research Systems, Inc. 81 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank FDS?

As at 4 Nov 2026, FactSet Research Systems, Inc. ranks 81 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (96 of 100).

Will FDS stock go up?

No one can know that. What the data says: the median 12-month target from 18 analysts implies -13.5% from the last close, and Ticker Nerd's factor model ranks FactSet Research Systems, Inc. 81 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the FDS stock forecast for 2030?

No analyst covering FactSet Research Systems, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for FDS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $212 to $340 over the next 12 months.

How has FDS stock performed over the past year?

FactSet Research Systems, Inc. returned +31.7% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.

What does FactSet Research Systems, Inc. do?

FactSet Research Systems Inc. is a financial data and analytics company that provides integrated information, software, and workflow tools for investment professionals and corporate users.

What is the latest news on FDS?

The most recent item we track (GlobeNewsWire, 2 Nov 2026): "FactSet and Hamilton Lane Announce Strategic Partnership to Deliver Integrated Private Markets Analytics". FactSet and Hamilton Lane announced a strategic partnership to deliver integrated private-markets analytics. The solution is designed to bring public- and private-markets intelligence together in a single portfolio analytics workflow.

Company

About FactSet Research Systems, Inc.

FactSet Research Systems Inc. is a financial data and analytics company that provides integrated information, software, and workflow tools for investment professionals and corporate users. FactSet delivers market data, company fundamentals, estimates, fixed-income information, and proprietary analytics through workstations, portfolio analytics, enterprise data solutions, and managed services. Its platform supports investment research, quantitative analysis, portfolio management, trading, risk monitoring, reporting, wealth management, and ESG-related workflows. The company also offers open technology and configurable desktop and mobile solutions designed to help clients access and organize financial intelligence across public and private markets. Headquartered in Norwalk, Connecticut, and founded in 1978, FactSet serves a broad global client base across asset management, banking, wealth management, hedge funds, corporate finance, and private equity.

CEO Mr. Sanoke Viswanathan · 12,444 employees · United States · https://www.factset.com