With a market cap of $10.8 billion, FactSet Research Systems Inc. (FDS) is a global financial intelligence provider offering enterprise data, analytics, and technology solutions that help clients make faster, smarter decisions. With more than 47 years of expertise, operations across 19 countries, and over 9,100 clients worldwide, FactSet serves the buy-side, sell-side, wealth management, private equity, and corporate sectors.
Shares of the Norwalk, Connecticut-based company have lagged behind the broader market over the past 52 weeks. FDS stock has fallen 19.9% over this time frame, while the broader S&P 500 Index ($SPX) has returned 19.3%. Moreover, shares of the company are up 4.9% on a YTD basis, compared to SPX’s 12.9% gain.
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Focusing more closely, shares of the financial data firm have underperformed the State Street Financial Select Sector SPDR ETF’s (XLF) 7.6% rise over the past 52 weeks.
www.barchart.com FactSet shares soared 6.7% on Jul. 1 as Q3 2026 adjusted EPS of $4.53 beat the consensus, while organic annual subscription value (ASV) grew 7.1% to $2.49 billion, showing steady demand for its data and analytics services. Demand was supported by heightened market uncertainty, while RBC viewed the company’s decision to reaffirm rather than raise fiscal 2026 guidance as conservative and potentially setting up for an upside surprise. The strong subscription growth and earnings beat outweighed concerns about the operating-margin decline to 26.7%, driven largely by higher employee compensation costs, and broader AI-disruption.
For the fiscal year ending in August 2026, analysts expect FactSet’s adjusted EPS to grow 4.6% year-over-year to $17.76. The company’s earnings surprise history is mixed. It beat the consensus estimates in three of the last four quarters while missing on another occasion.
Among the 19 analysts covering the stock, the consensus rating is a “Hold.” That’s based on three “Strong Buy” ratings, 10 “Holds,” one “Moderate Sell,” and five “Strong Sells.”
www.barchart.com This configuration has remained unchanged over the past three months.
On Aug. 27, RBC Capital raised its FactSet price target to $304 and maintained a “Sector Perform" rating.
As of writing, the stock is trading above the mean price target of $268.82. The Street-high price target of $389 suggests a 27.8% potential upside.
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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