ALTSTATION.IO

FactSet Research Systems Inc. (FDS) Stock Analysis

By Nova Skye | AltStation.io | Updated February 07, 2026

Price

$210.81

Change

+0.78%

Market Cap

$7.89B

Avg Volume

821.8K

Company Overview

FactSet Research Systems Inc. (FDS) provides a comprehensive financial digital platform for investment professionals. Their offerings include data, analytical applications, and managed services that support the entire investment lifecycle—from research to portfolio management. Clients, including institutional asset managers, bankers, and private equity firms, rely on FactSet for timely financial data and market intelligence, which aids in making informed investment decisions. With operations spanning across North America, Europe, the Middle East, and Asia, the company targets a global clientele in the financial services sector.

FactSet holds a strong competitive position as a leader in the financial data and analytics market. They differentiate themselves through a well-integrated platform that combines extensive data sources with powerful analytical tools, which many institutional clients find invaluable. However, the rise of competitors like Bloomberg, Refinitiv, and others poses ongoing challenges, especially as new technologies emerge and lower-cost alternatives gain traction. The demand for customized and real-time data services also pressures traditional players to adapt quickly.

Currently, FactSet is in a growth phase, focusing on expanding its product offerings and enhancing its digital solutions. Recent milestones include enhancements in their cloud-based services and strategic acquisitions aimed at increasing their data capabilities. Their commitment to innovation and customer service continues to position FactSet favorably within the competitive landscape, despite market pressures.

Key Financials

Market Cap

$7.89B

Revenue

$2.36B

EBITDA

$921.67M

Gross Margin

52.3%

Profit Margin

25.4%

Revenue Growth

6.8%

Total Cash

$292.68M

Total Debt

$1.56B

Free Cash Flow

$545.51M

52-Week Price Performance Analysis

Price Statistics

P/E Ratio

13.40

Forward P/E

11.09

Beta

0.73

52-Week High

$474.79

52-Week Low

$201.80

EPS

$15.73

50-Day Avg

$280.41

200-Day Avg

$350.93

Price/Book

3.62

Technical Analysis

Over the past 52 weeks, FactSet Research Systems Inc. (FDS) has exhibited a strong downward trend, with a decline of 54.5%, indicating significant bearish sentiment. The chart indicates key resistance around $450, where multiple price rejections occurred, while current support is identified at $207.32. This level was recently tested, which may act as a crucial pivot point moving forward. Notably, the price has formed a series of lower highs and lower lows throughout the year, indicating persistent selling pressure. In the past few weeks, the momentum has remained negative, with recent trading sessions showing little sign of recovery. Currently, at $210.81, the stock is hovering just above the support level, suggesting potential for further decline if it fails to hold this critical price point.

Recent News and Developments

Here’s a summary of the latest news and developments for FactSet Research Systems Inc

(FDS) stock in the past week:

1. FactSet Stock Hits 52-Week Low Amid Market Concerns and Analyst Downgrade

FactSet’s stock experienced a significant price movement this past week, reaching a new 52-week low on Wednesday, February 4, 2026, trading as low as $220.66 after closing at $248.76 the prior session. The stock continued its decline, falling 7% on Thursday and extending its weekly losses to 16%. This downward trend in the broader financial-data sector is partly attributed to increasing investor worries about the potential for AI tools to disrupt traditional financial software offerings. On February 4, 2026, Wells Fargo maintained its “Underweight” rating on FactSet Research Systems but lowered its price target to $215 from $265, representing an 18.87% decrease. Despite the stock weakness, FactSet previously reported beating quarterly EPS and revenue estimates, setting FY2026 guidance, and authorizing a $600 million share buyback. The consensus rating for FactSet from analysts is “Reduce” with an average price target of $313.00.

2. FactSet Launches AI-Powered Data Extraction Tool “AIDoc Ingest”

On February 4, 2026, FactSet introduced the beta version of AIDoc Ingest, a new AI-powered tool designed to enhance data extraction capabilities on its Cobalt platform. This innovative technology aims to efficiently extract information from various document formats, including PDFs and Excel files, and seamlessly integrate it into a user-defined data model within Cobalt’s Portfolio Monitoring platform. This launch signifies FactSet’s commitment to leveraging AI for more precise and efficient data management for its clients.

Market Sentiment and Analyst Recommendations

Bull Case

FactSet trades at a 13.4 P/E with 6.8% revenue growth and a 2.1% dividend yield, which is reasonable for a business with recurring SaaS revenue and pricing power. The company just beat quarterly estimates and authorized a $600 million buyback, signaling management confidence and a path to accretive shareholder returns. AIDoc Ingest and the Cobalt platform expansion represent real product innovation that addresses the actual pain point of financial data extraction–not generic AI hype. At $210.81, the stock is near 52-week lows after a 54.5% decline, which has likely purged most of the froth. The analyst target of $319 implies 51% upside from here, and even the bear case target of $215 leaves minimal downside. If FactSet can demonstrate that its domain-specific AI tools drive customer retention and upsell velocity over the next two quarters, the market will reassess the AI disruption narrative.

Bear Case

Wells Fargo just cut its price target 18.87% to $215, citing AI disruption risk in financial software–and that’s a real concern, not noise. The stock is down 54.5% over 52 weeks and currently sitting on critical support at $207.32; break below that and the downside accelerates. Revenue growth of 6.8% is pedestrian for a software company, and the market is punishing FDS for it while the sector rotates toward higher-growth AI plays. The consensus “Reduce” rating and $313 target suggest analysts are split and losing conviction. FactSet’s $1.56 billion debt load against $292.68 million cash gives limited flexibility if customer churn accelerates or if they need to spend aggressively on R&D to defend market share. The “Fluent in Finance” campaign is defensive positioning, not offensive–management is essentially admitting that generic AI is a real threat.

What to Watch

Monitor Q1 2026 earnings for customer retention rates and net revenue retention–any slowdown in upsells or expansion revenue signals that AI disruption is already happening. Watch for adoption metrics on AIDoc Ingest in the next earnings call; if enterprise clients are actually paying for this tool, it validates the product strategy. Track the $600 million buyback execution; if management pauses it due to cash concerns, that’s a red flag. The $207.32 support level is critical; a break below that likely triggers a retest of lower levels and confirms the downtrend is intact. Pay attention to analyst revisions over the next 60 days–if more firms follow Wells Fargo’s downgrade, the consensus will shift and the stock could gap lower. Finally, watch for any guidance cuts or commentary on customer pricing power in the next earnings report; if FactSet has to discount to retain clients, the bull case collapses.

Analyst Consensus

HOLD

Based on 16 analyst opinions

Low Target

$215.00

Mean Target

$319.00

High Target

$430.00

Earnings and Financial Data

Sector

Financial Services

Industry

Financial Data & Stock Exchanges

Employees

12,886

Earnings & Dividends

Next Earnings

Mar 19, 2026

EPS (Trailing)

$15.73

Dividend Yield

210.0%

Payout Ratio

27.6%

Frequently Asked Questions

Is FDS a good stock to buy?

Currently, FDS has a P/E ratio of 13.40 and a forward P/E of 11.09, both suggestive of it being undervalued relative to growth. However, analysts recommend a HOLD with a target price of $319.00, indicating potential upside but caution on current buying.

What is FDS’s price target?

According to analysts, the price target for FDS is $319.00. This target is significantly above the current price of $210.81, suggesting there could be a 51% upside if the stock reaches this level.

Does FDS pay a dividend?

Yes, FactSet Research Systems Inc. has a dividend yield of 210.0%. This high yield is attractive for income-focused investors, making it a notable aspect of the stock.

What is FDS’s market cap?

FDS has a market cap of $7.89 billion. This positions it as a mid-cap stock within the Financial Services sector, which can be appealing for those looking for growth opportunities in established firms.

What is the 52-week range for FDS?

The 52-week range for FDS is $201.80 to $474.79. This shows the stock has experienced significant volatility, which may be a concern for risk-averse investors.

Related Stock Reports

Disclaimer: This report is for informational purposes only and does not constitute financial advice. The analysis and opinions expressed are those of AltStation.io and should not be relied upon as the sole basis for investment decisions. Always conduct your own research and consult with a qualified financial advisor before making investment decisions. Past performance does not guarantee future results. Updated February 07, 2026.