Factset Research Systems Stock Performance
| FDS Stock | USD 268.66 17.67 6.17% |
The firm shows a Beta (market volatility) of 0.89, which means possible diversification benefits within a given portfolio. FactSet Research returns are very sensitive to returns on the market. As the market goes up or down, FactSet Research is expected to follow. FactSet Research Systems right now shows a risk of 2.08%. Please confirm FactSet Research Systems total risk alpha, as well as the relationship between the skewness and day median price , to decide if FactSet Research Systems will be following its price patterns.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days FactSet Research Systems has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable fundamental indicators, FactSet Research is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Actual Historical Performance (%)
One Day Return (6.17) | Five Day Return (7.13) | Year To Date Return (5.70) | Ten Year Return 81.69 | All Time Return 6 K |
Forward Dividend Yield 0.0154 | Payout Ratio | Last Split Factor 3:2 | Forward Dividend Rate 4.4 | Dividend Date 2025-12-18 |
| FactSet Research dividend paid on 18th of December 2025 | 12/18/2025 |
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| Begin Period Cash Flow | 423 M | |
| Total Cashflows From Investing Activities | -392.8 M |
FactSet Research Relative Risk vs. Return Landscape
If you would invest 26,797 in FactSet Research Systems on October 30, 2025 and sell it today you would earn a total of 69.00 from holding FactSet Research Systems or generate 0.26% return on investment over 90 days. FactSet Research Systems is generating 0.0258% of daily returns assuming volatility of 2.0795% on return distribution over 90 days investment horizon. In other words, 18% of stocks are less volatile than FactSet, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
FactSet Research Target Price Odds to finish over Current Price
The tendency of FactSet Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 268.66 | 90 days | 268.66 | about 88.02 |
Based on a normal probability distribution, the odds of FactSet Research to move above the current price in 90 days from now is about 88.02 (This FactSet Research Systems probability density function shows the probability of FactSet Stock to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon FactSet Research has a beta of 0.89. This usually indicates FactSet Research Systems market returns are related to returns on the market. As the market goes up or down, FactSet Research is expected to follow. Additionally FactSet Research Systems has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. FactSet Research Price Density |
| Price |
Predictive Modules for FactSet Research
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as FactSet Research Systems. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of FactSet Research's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
FactSet Research Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. FactSet Research is not an exception. The market had few large corrections towards the FactSet Research's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold FactSet Research Systems, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of FactSet Research within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.16 | |
β | Beta against Dow Jones | 0.89 | |
σ | Overall volatility | 10.97 | |
Ir | Information ratio | -0.07 |
FactSet Research Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of FactSet Research for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for FactSet Research Systems can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Over 100.0% of the company shares are owned by institutional investors | |
| On 18th of December 2025 FactSet Research paid $ 1.1 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Old Republic International Corp Q4 2025 Earnings Call Highlights Navigating Challenges ... |
FactSet Research Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of FactSet Stock often depends not only on the future outlook of the current and potential FactSet Research's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. FactSet Research's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 38.4 M | |
| Cash And Short Term Investments | 355.1 M |
FactSet Research Fundamentals Growth
FactSet Stock prices reflect investors' perceptions of the future prospects and financial health of FactSet Research, and FactSet Research fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on FactSet Stock performance.
| Return On Equity | 0.29 | ||||
| Return On Asset | 0.11 | ||||
| Profit Margin | 0.25 % | ||||
| Operating Margin | 0.33 % | ||||
| Current Valuation | 11.89 B | ||||
| Shares Outstanding | 37.1 M | ||||
| Price To Earning | 45.01 X | ||||
| Price To Book | 4.90 X | ||||
| Price To Sales | 4.26 X | ||||
| Revenue | 2.32 B | ||||
| Gross Profit | 1.23 B | ||||
| EBITDA | 965.96 M | ||||
| Net Income | 597.04 M | ||||
| Cash And Equivalents | 337.65 M | ||||
| Cash Per Share | 14.37 X | ||||
| Total Debt | 1.56 B | ||||
| Debt To Equity | 1.67 % | ||||
| Current Ratio | 1.99 X | ||||
| Book Value Per Share | 58.21 X | ||||
| Cash Flow From Operations | 726.26 M | ||||
| Earnings Per Share | 15.72 X | ||||
| Market Capitalization | 10.05 B | ||||
| Total Asset | 4.3 B | ||||
| Retained Earnings | 2.32 B | ||||
| Working Capital | 208.45 M | ||||
| Current Asset | 369.28 M | ||||
| Current Liabilities | 158.21 M | ||||
About FactSet Research Performance
Assessing FactSet Research's fundamental ratios provides investors with valuable insights into FactSet Research's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the FactSet Research is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 7.43 | 7.06 | |
| Return On Tangible Assets | 0.49 | 0.30 | |
| Return On Capital Employed | 0.23 | 0.42 | |
| Return On Assets | 0.16 | 0.23 | |
| Return On Equity | 0.25 | 0.26 |
Things to note about FactSet Research Systems performance evaluation
Checking the ongoing alerts about FactSet Research for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for FactSet Research Systems help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 100.0% of the company shares are owned by institutional investors | |
| On 18th of December 2025 FactSet Research paid $ 1.1 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Old Republic International Corp Q4 2025 Earnings Call Highlights Navigating Challenges ... |
- Analyzing FactSet Research's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether FactSet Research's stock is overvalued or undervalued compared to its peers.
- Examining FactSet Research's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating FactSet Research's management team can have a significant impact on its success or failure. Reviewing the track record and experience of FactSet Research's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of FactSet Research's stock. These opinions can provide insight into FactSet Research's potential for growth and whether the stock is currently undervalued or overvalued.
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.