FACTSET RESEARCH SYSTEMS INC(FDS)— Stock Profile, AI Score & Financials
Technology · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
FACTSET RESEARCH SYSTEMS INC (FDS) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores FDS at 66.4/100 on a 32-signal composite quality model, placing it at rank #418 of 2,960 stocks — the top 25% of the AI-ranked universe. FDS scores in the top quartile across balance sheet strength (90.7), free cash flow (83.1), profitability (82.3). Shareholder dilution risk is elevated at 35.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), FACTSET RESEARCH SYSTEMS INC reports quarterly revenue of $622.9M, net income of $126.7M, an operating margin of 26.7%. Top institutional holders of FDS by reported 13-F value include BAMCO, BlackRock, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. FDS trades on the NYSE exchange and files with the SEC under CIK 1013237. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FDS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for FACTSET RESEARCH SYSTEMS INC directly from SEC EDGAR.
AI Quality Score
66.4/100
AI Rank
#418
Revenue
$622.9M
Net Income
$126.7M
Free Cash Flow
$254.0M
Operating Margin
26.7%
FDS key financials by period
FACTSET RESEARCH SYSTEMS INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$2.3B
$597.0M
32.2%
FY 2024
10-K
$2.2B
$537.1M
31.8%
FY 2023
10-K
$2.1B
$468.2M
30.2%
FY 2022
10-K
$1.8B
$396.9M
25.8%
FY 2021
10-K
$1.6B
$399.6M
29.8%
FY 2020
10-K
$1.5B
$372.9M
29.4%
Institutions holding FDS
Institutional investors reporting a position in FACTSET RESEARCH SYSTEMS INC on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-01 — Q3 FY2026 (quarter ended May 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
FactSet grew Q3 FY2026 revenue 6.4% YoY to $622.9M, but net income fell 14.7% to $126.7M as operating margin compressed to 26.7% from 33.2% on restructuring and CEO compensation charges.
Biggest Revenue Drivers
Americas$407.2M+7.0% YoY
Increase primarily driven by workstations and data solutions
EMEA$151.9M+4.3% YoY
Increase mainly from data solutions and workstations, partially offset by a business disposition
Biggest Revenue Drivers
Total revenue: $622.9M+6.4% YoY
Americas$407.2M+7.0% YoY
Increase primarily driven by workstations and data solutions
EMEA$151.9M+4.3% YoY
Increase mainly from data solutions and workstations, partially offset by a business disposition
Asia Pacific$63.7M+7.5% YoY
Increase primarily driven by middle office solutions, workstations and data solutions
Largest Expense Items
Cost of services$312.2M+11.2% YoY
Higher employee compensation costs (including restructuring charges), technology-related expenses and amortization of intangible assets
Selling, general and administrative$144.4M+30.5% YoY
Higher employee compensation costs (restructuring, variable comp and CEO employment-agreement awards) and a loss on foreign currency forward contract settlement
Margins: Operating margin fell to 26.7% from 33.2% a year ago, as higher employee compensation costs—including restructuring/severance charges and CEO compensation tied to his new employment agreement—outpaced 6.4% revenue growth.
Watch Items from the Filing
Disclosure controls were deemed not effective as of May 31, 2026 due to a continuing material weakness in IT general controls first identified in fiscal 2024, not yet fully remediated.
Two data suppliers each represented more than 10% of total data costs, and one cloud supplier provided the majority of cloud computing support, for the nine months ended May 31, 2026.
No single client represented more than 3.5% of total revenues for the nine months ended May 31, 2026, indicating limited customer concentration risk.
Board approved a 5% dividend increase to $1.16/share (27th consecutive year of increases) and the company returned $243.4 million to stockholders via buybacks and dividends in the quarter.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
