Sohini Mondal

Tue, Jun 24, 2025, 7:59 AM2 min read

Norwalk, Connecticut-based FactSet Research Systems Inc. (FDS) is a global financial digital platform and enterprise solutions provider. Valued at a market cap of $16.6 billion, the company offers workstations, portfolio analytics, and enterprise data solutions, as well as managed services to support data, performance, risk, and reporting workflows.

Companies valued at $10 billion or more are generally labeled as “large-cap” stocks, and FactSet Research Systems fits this criterion perfectly. The company delivers real-time data, powerful analytics, and research capabilities to support decision-making across the investment lifecycle, serving asset managers, investment banks, hedge funds, and corporate clients.

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FactSet Research Systems stock has declined 12.6% from its 52-week high of $499.87. FDS stock has gained marginally over the past three months, lagging behind the broader Nasdaq Composite ($NASX), which increased 10.4% during the same period.

In the longer term, FDS stock has decreased 9% on a YTD basis, underperforming NASX's 1.7% return. Additionally, shares of FactSet Research Systems have risen 3.1% over the past 52 weeks, compared to NASX’s 11% uptick over the same period.

Despite a few fluctuations, the stock has been trading below its 50-day and 200-day moving averages since June.

FactSet Research Systems’ stock rose 3.5% following the release of its Q3 2025 earnings on June 23. Quarterly revenue rose 5.9% year-over-year to $585.5 million, fueled by continued demand from wealth and institutional buy-side clients, and topped consensus estimates. The company’s Annual Subscription Value (ASV) climbed 6.2% year-over-year to $2.3 billion, with annual ASV retention above 95% and client retention at 91%. Additionally, FactSet announced a 6% increase in its quarterly dividend to $1.10 per share, reinforcing shareholder confidence.

However, compared to its rival, Cboe Global Markets, Inc. (CBOE) has outperformed FDS stock. CBOE stock has increased 30.8% over the past 52 weeks and 17.8% on a YTD basis.

As FDS has underperformed relative to the Nasdaq, analysts are moderately bearish about its prospects. Among the 18 analysts covering the stock, there is a consensus rating of “Moderate Sell,” and it is currently trading slightly below the mean price target of $439.64.

On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com