What is the 13F Pro Quality Score for FDS?

13F Pro ranks FACTSET RESEARCH SYSTEMS INC (FDS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View FDS's current score at https://13fpro.ai/company/FDS (free sign-up required for the full ranking).

Which hedge funds own the most FDS stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of FDS include BAMCO /NY/, BlackRock,, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/FDS as soon as new 13F filings post.

Where does 13F Pro source FDS data?

All FACTSET RESEARCH SYSTEMS INC fundamentals and ownership data come directly from SEC EDGAR. FACTSET RESEARCH SYSTEMS INC files with the SEC under CIK 1013237. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is FDS in?

FACTSET RESEARCH SYSTEMS INC (FDS) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives FDS's revenue?

Per FACTSET RESEARCH SYSTEMS INC's latest 10-Q filed with the SEC on 2026-07-01, the biggest revenue drivers are: Americas ($407.2M, +7.0% YoY); EMEA ($151.9M, +4.3% YoY); Asia Pacific ($63.7M, +7.5% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/FDS.

What are FDS's largest expenses?

FACTSET RESEARCH SYSTEMS INC's latest 10-Q reports these as the largest expense items: Cost of services ($312.2M, +11.2% YoY); Selling, general and administrative ($144.4M, +30.5% YoY). Sourced directly from SEC EDGAR filing text for Q3 FY2026 (quarter ended May 31, 2026).

How often is FDS research updated on 13F Pro?

FDS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

FACTSET RESEARCH SYSTEMS INC(FDS)Stock Analysis

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SEC EDGAR: CIK 1013237 FDS stock profile & AI dashboard →

13F Pro Quality Score

66.4/100

Rank #417 of 2,961 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

46.6/100

Profitability

82.3/100

Balance Sheet

90.8/100

Earnings Quality

56.8/100

Free Cash Flow

83.1/100

Institutional Flow

79.2/100

Revenue Scale

66.2/100

Dilution Risk

35.3/100

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Why FDS Scores 66/100

exact factor attribution · 2026-09-11

FDS's composite is driven by free cash flow and profitability. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+5.0 pts

83th pct

Profitability

+4.8 pts

82th pct

Capital efficiency

+4.1 pts

91th pct

Scale

+2.4 pts

66th pct

Institutional flow

+1.5 pts

79th pct

Earnings quality

+0.7 pts

57th pct

Earnings growth

-0.7 pts

37th pct

Revenue growth

-0.7 pts

47th pct

Shareholder dilution

-0.7 pts

35th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

FDS Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for FACTSET RESEARCH SYSTEMS INC (FDS), 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 #417 of 2,961 stocks — the top 25% of the AI-ranked universe. FDS scores in the top quartile across balance sheet strength (90.8), 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. FACTSET RESEARCH SYSTEMS INC's 13F Pro composite quality score has ranged between 60 and 77 since 2021, currently 66.4 — a declining long-term trajectory across 67 quarterly and live scoring snapshots.

✦

Fun facts about FACTSET RESEARCH SYSTEMS INC

Quirks, history, and lore behind FDS — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. financial data company · mid-cap · listed on Nasdaq · headquartered in Connecticut.
2
The Numbers
Annual revenue in the $2 billion range, with impressively sticky margins — its clients tend to renew subscriptions at rates above 90%.
3
The History
Founded in 1978, it grew up alongside the personal computer revolution by giving investment professionals a single workstation to crunch portfolios, earnings, and market data.
4
The Secret
Its real moat is workflow lock-in — once analysts build their models inside its platform, switching to a rival feels like learning to walk again.
5
The Lore
It competes head-on with Bloomberg terminals and S&P Capital IQ, yet has quietly carved out a loyal following among buy-side portfolio managers who swear by its data integration.
6
The Giveaway
Its ticker is its identity: FDS — short for a name that literally means "a collection of facts" plus research systems, served daily to Wall Street.

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What's Driving FDS's Business? Latest 10-Q Breakdown

AI-extracted from FACTSET RESEARCH SYSTEMS INC's 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.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$622.9M

Net Income

Q2 2026

$126.7M

Free Cash Flow

Q2 2026

$254.0M

Operating Margin

Q2 2026

26.7%

ROIC

Q2 2026

17.0%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+5.4% YoY

$2.32BFY 2025

FY22 $1.84BFY23 $2.09BFY24 $2.20BFY25 $2.32B

Net Income

+11.2% YoY

$597.0MFY 2025

FY22 $396.9MFY23 $468.2MFY24 $537.1MFY25 $597.0M

Operating Income

+6.7% YoY

$748.3MFY 2025

FY22 $475.5MFY23 $629.2MFY24 $701.3MFY25 $748.3M

EPS (Diluted)

+11.8% YoY

$15.55FY 2025

FY22 $10.25FY23 $12.04FY24 $13.91FY25 $15.55

Total Assets

+6.1% YoY

$4.30BFY 2025

FY22 $4.01BFY23 $3.96BFY24 $4.06BFY25 $4.30B

Total Debt

-8.2% YoY

$1.37BFY 2025

FY22 $1.98BFY23 $1.61BFY24 $1.49BFY25 $1.37B

Op. Cash Flow

+3.7% YoY

$726.3MFY 2025

FY22 $538.3MFY23 $645.6MFY24 $700.3MFY25 $726.3M

Free Cash Flow

+0.5% YoY

$617.5MFY 2025

FY22 $487.1MFY23 $584.8MFY24 $614.7MFY25 $617.5M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.32B +5.4%	$2.20B +5.6%	$2.09B +13.1%	$1.84B +15.9%	$1.59B +6.5%	$1.49B
Net Income	$597.0M +11.2%	$537.1M +14.7%	$468.2M +18.0%	$396.9M -0.7%	$399.6M +7.1%	$372.9M
Operating Income	$748.3M +6.7%	$701.3M +11.5%	$629.2M +32.3%	$475.5M +0.3%	$474.0M +7.8%	$439.7M
EPS (Diluted)	$15.55 +11.8%	$13.91 +15.5%	$12.04 +17.5%	$10.25 -1.1%	$10.36 +7.4%	$9.65
Total Assets	$4.30B +6.1%	$4.06B +2.3%	$3.96B -1.3%	$4.01B +80.4%	$2.22B +6.8%	$2.08B
Total Debt	$1.37B -8.2%	$1.49B -7.6%	$1.61B -18.7%	$1.98B +245.0%	$574.5M +0.0%	$574.4M
Operating Cash Flow	$726.3M +3.7%	$700.3M +8.5%	$645.6M +19.9%	$538.3M -3.1%	$555.2M +9.8%	$505.8M
Free Cash Flow	$617.5M +0.5%	$614.7M +5.1%	$584.8M +20.0%	$487.1M -1.4%	$493.9M +15.3%	$428.2M

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Available Research

13F Pro tracks comprehensive data for FACTSET RESEARCH SYSTEMS INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of FDS

BAMCO INC /NY/
$966.5M4,200,856 sh
BlackRock, Inc.
$657.7M2,858,389 sh
VANGUARD CAPITAL MANAGEMENT LLC
$547.5M2,379,691 sh
STATE STREET CORP
$431.1M1,873,867 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$409.8M1,781,324 sh
AQR CAPITAL MANAGEMENT LLC
$385.5M1,675,700 sh
LOOMIS SAYLES & CO L P
$331.1M1,439,274 sh
GEODE CAPITAL MANAGEMENT, LLC
$317.3M1,380,700 sh
Ninety One UK Ltd
$273.6M1,189,240 sh
MORGAN STANLEY
$253.3M1,100,714 sh

Fund	Value	Shares
BAMCO INC /NY/	$966.5M	4,200,856
BlackRock, Inc.	$657.7M	2,858,389
VANGUARD CAPITAL MANAGEMENT LLC	$547.5M	2,379,691
STATE STREET CORP	$431.1M	1,873,867
VANGUARD PORTFOLIO MANAGEMENT LLC	$409.8M	1,781,324
AQR CAPITAL MANAGEMENT LLC	$385.5M	1,675,700
LOOMIS SAYLES & CO L P	$331.1M	1,439,274
GEODE CAPITAL MANAGEMENT, LLC	$317.3M	1,380,700
Ninety One UK Ltd	$273.6M	1,189,240
MORGAN STANLEY	$253.3M	1,100,714

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Is FDS a good stock to buy?

13F Pro's AI-powered analysis of FACTSET RESEARCH SYSTEMS INC (FDS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FDS are available on the FDS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. FDS is classified as a mid company.

Which hedge funds own FDS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling FDS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of FACTSET RESEARCH SYSTEMS INC's investment landscape.