FactSet Research Company Insiders
| FDS Stock | USD 454.64 0.00 0.00% |
Slightly above 95 percent of FactSet Research's insiders are activelly selling. The analysis of the overall insider sentiment regarding FactSet Research Systems suggests that a very large number of insiders are panicking. FactSet Research employs about 12.6 K people. The company is managed by 36 executives with a total tenure of roughly 167 years, averaging almost 4.0 years of service per executive, having 349.94 employees per reported executive.
| Robin Abrams Chairman Non-Executive Independent Chairman of the Board |
| Robert Robie President the Executive Vice President Head of Analytics and Trading Analytics Solutions |
Insider Sentiment 5
Mostly Selling
Selling | Buying |
Latest Trades
| 2025-03-24 | Gregory T Moskoff | Disposed 363 @ 433.73 | View | ||
| 2025-02-13 | Byron Donalds | Disposed @ 459.65 | |||
| 2024-11-11 | John Costigan | Disposed 1622 @ 481 | View | ||
| 2024-10-01 | Frederick Philip Snow | Disposed 3000 @ 455.09 | View | ||
| 2024-09-26 | James J Mcgonigle | Disposed 5410 @ 456.83 | View | ||
| 2024-09-03 | Frederick Philip Snow | Disposed 3000 @ 416.59 | View | ||
| 2024-08-05 | Catrina Harding | Disposed 453 @ 407.96 | View | ||
| 2024-08-01 | Frederick Philip Snow | Disposed 3000 @ 412.75 | View | ||
| 2024-07-05 | Jared Moskowitz | Disposed @ 423.41 | |||
| 2024-07-01 | Jared Moskowitz | Acquired @ 411.12 | |||
| 2024-06-25 | Robin Ann Abrams | Disposed 2375 @ 420.71 | View | ||
| 2024-06-24 | Katherine M Stepp | Disposed 1057 @ 428.42 | View | ||
| 2024-06-03 | Frederick Philip Snow | Disposed 3000 @ 400 | View | ||
| 2024-05-10 | Goran Skoko | Disposed 6215 @ 436.4 | View | ||
| 2024-05-06 | Robert J Robie | Disposed 4336 @ 431.48 | View | ||
| 2024-05-03 | Tommy Tuberville | Disposed @ 428.24 | |||
| 2024-05-01 | Frederick Philip Snow | Disposed 3000 @ 415.26 | View |
Monitoring FactSet Research's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
Acquired vs Disposed
Filed vs Not Filed
Insider sentiment refers to the collective sentiment or feeling of FactSet Research's insiders - typically its officers, directors, and beneficial owners holding more than a certain percentage of the company's stock - about the future prospects of FactSet Research Systems. This sentiment is often gauged based on the trading activities of these insiders. If insiders are purchasing more shares of their own company, it may be interpreted as a bullish sentiment, indicating that they believe FactSet Research's stock will rise in value. Conversely, if insiders are selling shares, it might be seen as bearish, suggesting they expect the stock price to drop.
FactSet |
FactSet Research's Workforce Through the Years
Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with FactSet Research's future performance. Based on our forecasts, it is anticipated that FactSet will maintain a workforce of slightly above 12600 employees by May 2025.FactSet Research's latest congressional trading
Congressional trading in companies like FactSet Research Systems, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in FactSet Research by those in governmental positions are based on the same information available to the general public.
| 2024-08-21 | Representative Jared Moskowitz | Acquired Under $15K | Verify | ||
| 2024-08-19 | Representative Jared Moskowitz | Acquired Under $15K | Verify | ||
| 2024-08-06 | Representative Jared Moskowitz | Acquired Under $15K | Verify | ||
| 2023-09-14 | Senator Shelley Moore Capito | Acquired Under $15K | Verify |
FactSet Research Management Team Effectiveness
The company has Return on Asset of 0.1081 % which means that on every $100 spent on assets, it made $0.1081 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2812 %, implying that it generated $0.2812 on every 100 dollars invested. FactSet Research's management efficiency ratios could be used to measure how well FactSet Research manages its routine affairs as well as how well it operates its assets and liabilities. At this time, FactSet Research's Return On Capital Employed is comparatively stable compared to the past year. Return On Assets is likely to gain to 0.23 in 2025, whereas Return On Tangible Assets are likely to drop 0.29 in 2025. At this time, FactSet Research's Asset Turnover is comparatively stable compared to the past year.FactSet Research Quarterly Income Before Tax |
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FactSet Research Workforce Comparison
FactSet Research Systems is rated # 4 in number of employees category among its peers. The total workforce of Financials industry is currently estimated at about 109,007. FactSet Research retains roughly 12,598 in number of employees claiming about 12% of equities under Financials industry.
FactSet Research Profit Margins
The company has Net Profit Margin of 0.24 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.33 %, which entails that for every 100 dollars of revenue, it generated $0.33 of operating income.| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.7 | 0.62 |
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| Net Profit Margin | 0.18 | 0.22 |
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| Operating Profit Margin | 0.35 | 0.37 |
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| Pretax Profit Margin | 0.34 | 0.2957 |
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| Return On Assets | 0.23 | 0.15 |
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| Return On Equity | 0.26 | 0.25 |
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FactSet Research Insider Trading History
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific FactSet Research insiders, such as employees or executives, is commonly permitted as long as it does not rely on FactSet Research's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, FactSet Research insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
| Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total Shares Sold | |
|---|---|---|---|---|---|
| 2025-03-01 | 1.9231 | 25 | 13 | 22,997 | 24,407 |
| 2024-12-01 | 1.12 | 28 | 25 | 94,725 | 35,256 |
| 2024-09-01 | 0.36 | 9 | 25 | 32,538 | 66,944 |
| 2024-06-01 | 0.4091 | 9 | 22 | 25,651 | 55,298 |
| 2024-03-01 | 2.3333 | 21 | 9 | 28,904 | 39,580 |
| 2023-12-01 | 0.7 | 42 | 60 | 128,868 | 152,779 |
| 2023-09-01 | 0.6364 | 7 | 11 | 12,325 | 21,617 |
| 2023-06-01 | 0.4 | 4 | 10 | 9,359 | 19,128 |
| 2023-03-01 | 1.15 | 23 | 20 | 22,144 | 26,459 |
| 2022-12-01 | 1.12 | 28 | 25 | 88,719 | 30,080 |
| 2022-09-01 | 0.2105 | 4 | 19 | 7,500 | 30,410 |
| 2022-06-01 | 0.1842 | 7 | 38 | 29,161 | 89,483 |
| 2022-03-01 | 1.9167 | 23 | 12 | 26,896 | 35,569 |
| 2021-12-01 | 1.0 | 27 | 27 | 82,687 | 35,924 |
| 2021-09-01 | 0.35 | 14 | 40 | 34,755 | 99,415 |
| 2021-06-01 | 0.5 | 6 | 12 | 18,867 | 20,000 |
| 2021-03-01 | 0.7222 | 13 | 18 | 24,445 | 25,957 |
| 2020-12-01 | 0.7826 | 18 | 23 | 64,661 | 23,570 |
| 2020-09-01 | 0.4 | 12 | 30 | 19,736 | 57,950 |
| 2020-06-01 | 0.5758 | 19 | 33 | 28,949 | 77,590 |
| 2020-03-01 | 1.3125 | 21 | 16 | 34,289 | 66,552 |
| 2019-12-01 | 0.6875 | 11 | 16 | 63,582 | 45,942 |
| 2019-09-01 | 0.5882 | 10 | 17 | 17,918 | 155,453 |
| 2019-06-01 | 0.3182 | 7 | 22 | 9,432 | 49,308 |
| 2019-03-01 | 0.597 | 40 | 67 | 75,208 | 96,082 |
| 2018-12-01 | 0.5417 | 13 | 24 | 81,513 | 50,427 |
| 2018-09-01 | 0.4615 | 6 | 13 | 38,792 | 90,974 |
| 2018-06-01 | 0.1667 | 1 | 6 | 5,675 | 20,595 |
| 2018-03-01 | 1.0 | 18 | 18 | 78,059 | 137,060 |
| 2017-12-01 | 0.5769 | 15 | 26 | 116,842 | 93,414 |
| 2017-09-01 | 0.2727 | 3 | 11 | 36,949 | 106,167 |
| 2017-06-01 | 0.1429 | 2 | 14 | 17,074 | 161,476 |
| 2017-03-01 | 0.6667 | 22 | 33 | 79,668 | 111,185 |
| 2016-12-01 | 0.625 | 10 | 16 | 127,089 | 62,289 |
| 2016-09-01 | 0.2857 | 2 | 7 | 2,000 | 6,000 |
| 2016-06-01 | 0.2143 | 3 | 14 | 5,950 | 16,223 |
| 2016-03-01 | 0.6364 | 21 | 33 | 72,456 | 83,210 |
| 2015-12-01 | 0.8125 | 13 | 16 | 90,472 | 29,779 |
| 2015-09-01 | 0.5 | 7 | 14 | 166,899 | 64,741 |
| 2015-06-01 | 0.2308 | 3 | 13 | 40,375 | 89,250 |
| 2015-03-01 | 0.7931 | 23 | 29 | 95,446 | 191,167 |
| 2014-12-01 | 0.5556 | 15 | 27 | 181,533 | 424,971 |
| 2014-09-01 | 0.1111 | 2 | 18 | 2,710 | 100,366 |
| 2014-06-01 | 0.5625 | 9 | 16 | 95,138 | 176,207 |
| 2014-03-01 | 0.7917 | 19 | 24 | 793,655 | 243,379 |
| 2013-12-01 | 0.6667 | 8 | 12 | 40,609 | 62,638 |
| 2013-09-01 | 0.4516 | 14 | 31 | 123,152 | 332,070 |
| 2013-06-01 | 0.5333 | 8 | 15 | 50,560 | 104,570 |
| 2013-03-01 | 1.0556 | 19 | 18 | 488,837 | 1,023,984 |
| 2012-12-01 | 0.6944 | 25 | 36 | 302,317 | 525,539 |
| 2012-09-01 | 0.3333 | 3 | 9 | 35,361 | 244,825 |
| 2012-06-01 | 1.0 | 3 | 3 | 263,708 | 10,216 |
| 2012-03-01 | 1.0 | 17 | 17 | 287,615 | 645,478 |
| 2011-12-01 | 3.3333 | 10 | 3 | 126,166 | 11,967 |
| 2011-09-01 | 0.75 | 15 | 20 | 47,343 | 77,270 |
| 2011-03-01 | 0.8 | 16 | 20 | 326,552 | 486,774 |
| 2010-12-01 | 0.9474 | 18 | 19 | 149,166 | 371,088 |
| 2010-09-01 | 0.5294 | 9 | 17 | 114,438 | 295,538 |
| 2010-06-01 | 0.8333 | 5 | 6 | 22,782 | 27,564 |
| 2010-03-01 | 1.5 | 15 | 10 | 658,277 | 773,896 |
| 2009-12-01 | 0.8947 | 17 | 19 | 192,685 | 310,508 |
| 2009-09-01 | 0.5484 | 17 | 31 | 266,657 | 660,256 |
| 2009-03-01 | 1.2143 | 17 | 14 | 112,894 | 1,341,891 |
| 2008-12-01 | 1.25 | 5 | 4 | 44,047 | 1,021,500 |
| 2008-09-01 | 10.0 | 20 | 2 | 453,438 | 4,987 |
| 2008-03-01 | 0.7143 | 10 | 14 | 60,000 | 36,500 |
| 2007-09-01 | 1.3333 | 4 | 3 | 62,905 | 26,934 |
| 2007-06-01 | 0.25 | 1 | 4 | 9,000 | 102,634 |
| 2007-03-01 | 2.0 | 2 | 1 | 9,000 | 0.00 |
| 2006-09-01 | 2.0 | 12 | 6 | 148,866 | 39,553 |
| 2006-03-01 | 1.0 | 6 | 6 | 80,620 | 76,120 |
| 2005-06-01 | 2.0 | 2 | 1 | 45,000 | 12,326 |
| 2005-03-01 | 0.5 | 1 | 2 | 3,000 | 3,000 |
| 2004-12-01 | 0.2121 | 7 | 33 | 41,025 | 99,050 |
| 2004-03-01 | 3.0 | 6 | 2 | 52,000 | 2,010,974 |
FactSet Research Notable Stakeholders
A FactSet Research stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as FactSet Research often face trade-offs trying to please all of them. FactSet Research's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting FactSet Research's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
| Frederick CFA | CEO Director | Profile | |
| F Snow | Chief Executive Officer, Director | Profile | |
| Robin Abrams | Non-Executive Independent Chairman of the Board | Profile | |
| Goran Skoko | Executive Vice President, Managing Director EMEA and Asia Pacific, Head of Research & Advisory Solutions | Profile | |
| Robert Robie | the Executive Vice President Head of Analytics and Trading Analytics Solutions | Profile | |
| John Butters | Senior President | Profile | |
| Gene Fernandez | Executive Vice President, Chief Technology and Product Officer | Profile | |
| Rachel Stern | Executive Vice President, Chief Legal Officer, Global Head of Strategic Resources and Secretary | Profile | |
| Helen Shan | Chief Financial Officer, Executive Vice President | Profile | |
| Linda Huber | Chief Financial Officer, Executive Vice President | Profile | |
| Katherine Stepp | Executive CTO | Profile | |
| Malcolm Frank | Independent Director | Profile | |
| Sheila Jordan | Independent Director | Profile | |
| James McGonigle | Lead Independent Director | Profile | |
| Laurie Siegel | Independent Director | Profile | |
| Lee Shavel | Independent Director | Profile | |
| Siew Choy | Independent Director | Profile | |
| Scott Billeadeau | Independent Director | Profile | |
| Joseph Zimmel | Independent Director | Profile | |
| Kathryn Miller | Senior SVP | Profile | |
| Maria Tejada | Director | Profile | |
| Frederick Snow | CEO Director | Profile | |
| Gregory Moskoff | Principal Accounting Officer, Controller | Profile | |
| Alexandra Nes | Senior Relations | Profile | |
| Kendra Brown | Head Relations | Profile | |
| Vinay Kapoor | Equity Diversity | Profile | |
| Daniel Viens | Chief Human Resource Officer, Senior Vice President | Profile | |
| Christopher Ellis | Executive Partnership | Profile | |
| Catrina Harding | Executive Officer | Profile | |
| Eliot Caroom | Senior Manager | Profile | |
| Christopher McLoughlin | Executive Officer | Profile | |
| Kevin Toomey | Head Relations | Profile | |
| Jonathan Reeve | Executive Vice President Head of Content & Technology Solutions | Profile | |
| John Costigan | Executive Officer | Profile | |
| Brian Daly | Senior Finance | Profile | |
| Kristina Karnovsky | Executive Vice President Chief Product Officer | Profile |
About FactSet Research Management Performance
The success or failure of an entity such as FactSet Research Systems often depends on how effective the management is. FactSet Research management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of FactSet management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the FactSet management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.40 | 0.29 | |
| Return On Capital Employed | 0.24 | 0.42 | |
| Return On Assets | 0.15 | 0.23 | |
| Return On Equity | 0.25 | 0.26 |
Please note, the imprecision that can be found in FactSet Research's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of FactSet Research Systems. Check FactSet Research's Beneish M Score to see the likelihood of FactSet Research's management manipulating its earnings.
FactSet Research Workforce Analysis
Traditionally, organizations such as FactSet Research use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare FactSet Research within its industry.FactSet Research Manpower Efficiency
Return on FactSet Research Manpower
| Revenue Per Employee | 174.9K | |
| Revenue Per Executive | 61.2M | |
| Net Income Per Employee | 42.6K | |
| Net Income Per Executive | 14.9M | |
| Working Capital Per Employee | 13.4K | |
| Working Capital Per Executive | 4.7M |
Additional Tools for FactSet Stock Analysis
When running FactSet Research's price analysis, check to measure FactSet Research's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy FactSet Research is operating at the current time. Most of FactSet Research's value examination focuses on studying past and present price action to predict the probability of FactSet Research's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move FactSet Research's price. Additionally, you may evaluate how the addition of FactSet Research to your portfolios can decrease your overall portfolio volatility.