With a market cap of $10.1 billion, FactSet Research Systems Inc. (FDS) is a global financial intelligence company providing enterprise data and information solutions that help clients make faster, smarter decisions. Its digital platform integrates proprietary financial data, client datasets, third-party sources, and flexible technology to serve the buy-side, sell-side, wealth management, private equity, and corporate sectors.
Companies valued at $10 billion or more are generally classified as “large-cap” stocks, and FactSet fits this criterion perfectly. With more than 47 years of expertise, operations in 19 countries, and over 9,100 global clients and 247,000 individual users, FactSet offers broad multi-asset class coverage supported by advanced data connectivity, AI, and next-generation tools.
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Shares of the financial data firm dipped 12.9% from its 52-week high of $320.48. Over the past three months, the stock has increased 28.4%, outpacing the Nasdaq Composite’s ($NASX) rise of 4% during the same period.
www.barchart.com FDS stock has fallen 3.3% on a YTD basis, underperforming NASX’s 17.1% return. Moreover, shares of the Norwalk, Connecticut-based company have decreased 5% over the past 52 weeks, compared to NASX’s 19.5% return over the same time frame.
Yet, FDS stock has been trading above its 50-day moving average since late February.
www.barchart.com FactSet has underperformed over the past year due to slowing organic growth, weaker demand from asset managers and asset owners, and prolonged client budget tightening. Concerns about AI-driven disruption, fragmented data consumption, and pressure on pricing power have raised doubts about the durability of its traditional financial data and terminal business. A cautious macroeconomic environment, longer sales cycles, and uncertainty over whether its AI investments can offset structural pressures have further weighed on the stock.
In comparison, rival S&P Global Inc. (SPGI) has lagged behind FDS Stock. SPGI stock has declined 22.6% on YTD basis and 20% over the past 52 weeks.
Due to the stock’s underperformance relative to the Nasdaq over the past year, analysts are cautious about its prospects. FDS stock has a consensus rating of “Hold” from the 19 analysts covering it, and as of writing, it is trading above the mean price target of $275.65.
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. For more information please view the Barchart Disclosure Policy here.
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