{"format":"alysly-page/1","url":"https://alysly.com/markets/stocks/factset-research-systems-inc/","json":"https://alysly.com/json/markets/stocks/factset-research-systems-inc/index.json","lang":"en-US","title":"FactSet Research Systems Inc. (FDS) Stock Price Today | News","description":"FactSet Research Systems Inc. (FDS). Revenue $2.5bn, net margin 21.5% (FY ended Aug 2026). ISIN US3030751057 · WKN 901629.","modified":"2026-11-03T00:00:00Z","alternates":[{"lang":"de-DE","url":"https://alysly.com/de/maerkte/aktien/factset-research-systems-inc/","json":"https://alysly.com/json/de/maerkte/aktien/factset-research-systems-inc/index.json"}],"about":"Machine-readable version of the page at url. It contains the text, tables and key figures published there, but not the interactive charts and tools.","breadcrumb":[{"name":"Markets","url":"https://alysly.com/markets/"},{"name":"Stocks","url":"https://alysly.com/markets/stocks/"},{"name":"FactSet Research Systems Inc.","url":"https://alysly.com/markets/stocks/factset-research-systems-inc/"}],"content":[{"type":"heading","level":1,"text":"FactSet Research Systems Inc. (FDS)"},{"type":"paragraph","text":"FDS · Financials · United States","links":[{"text":"Financials","href":"https://alysly.com/markets/stocks/browse/?sector=Financials"},{"text":"United States","href":"https://alysly.com/markets/stocks/browse/?country=United%20States"}]},{"type":"paragraph","text":"FactSet Research Systems Inc. (FDS) is a US company in the Financials sector. The stock has its largest weight in SPYD (S&P High Yield Dividend Aristocrats), at 0.41%. Anyone who holds an ETF containing FactSet Research Systems also has an indirect stake in the company."},{"type":"heading","level":2,"id":"data","text":"Data and Charts: FactSet Research Systems"},{"type":"heading","level":3,"text":"Key Data for FactSet Research Systems"},{"type":"facts","items":[{"label":"Held in","value":"12 ETFs"},{"label":"Highest weight","value":"0.41%"},{"label":"Indices","value":"6"},{"label":"Sector","value":"Financials"},{"label":"Country","value":"United States"},{"label":"ISIN","value":"US3030751057"},{"label":"WKN","value":"901629"}]},{"type":"paragraph","text":"Data note 1","href":"#dn-1"},{"type":"heading","level":3,"text":"FactSet Research Systems Stock Price Chart"},{"type":"paragraph","text":"The FactSet Research Systems chart shows daily closing prices and is set to the current year by default. The stock is up 18.5% year to date and up 29.9% over twelve months. The last recorded close on November 2, 2026, was $343.74, at 100% of the 52-week range."},{"type":"paragraph","text":"Price series from our database since Aug 12, 2024, 559 daily values."},{"type":"paragraph","text":"Data note 2","href":"#dn-2"},{"type":"heading","level":3,"text":"FactSet Research Systems Stock Performance"},{"type":"table","caption":"FactSet Research Systems stock performance","rows":[["Year to date","+18.5%","1 year","+29.9%"],["1 month","+24.3%","3 months","+27.5%"],["Calendar year 2025","-39.6%","",""]]},{"type":"paragraph","text":"Data note 3","href":"#dn-3"},{"type":"paragraph","text":"Measured in euros, FactSet Research Systems is up 24.1% year to date and up 33.4% over twelve months. The difference from the dollar figures above comes from the exchange rate alone. Each daily price is converted at the ECB euro reference rate for that day."},{"type":"paragraph","text":"Data note 4","href":"#dn-4"},{"type":"heading","level":2,"id":"alysly","text":"Alysly Data Analysis: FactSet Research Systems"},{"type":"heading","level":3,"text":"What ETF Is FactSet Research Systems In?"},{"type":"paragraph","text":"FactSet Research Systems has average ETF coverage and is held by 12 of the 104 ETFs we track, which together follow 6 indices. That puts the stock in more ETFs than 68.6% of the 4,342 stocks we track.","links":[{"text":"4,342 stocks we track","href":"https://alysly.com/markets/stocks/"}]},{"type":"paragraph","text":"Data note 5","href":"#dn-5"},{"type":"table","caption":"What ETF is FactSet Research Systems in","columns":["ETF","Index","Weight","per €1,000 in the ETF"],"rows":[[{"text":"SPYD","href":"https://alysly.com/markets/etfs/spdr-sp-us-dividend-aristocrats-ucits-etf-dist/"},{"text":"S&P High Yield Dividend Aristocrats","href":"https://alysly.com/markets/indices/sp-us-dividend-aristocrats/"},"0.41%","€4.06"],[{"text":"XDEW","href":"https://alysly.com/markets/etfs/xtrackers-sp-500-equal-weight-ucits-etf-1c/"},{"text":"S&P 500 Equal Weight","href":"https://alysly.com/markets/indices/sp500-equal-weight/"},"0.23%","€2.32"],[{"text":"ZPRS / WDSD","links":[{"text":"ZPRS","href":"https://alysly.com/markets/etfs/state-street-spdr-msci-world-small-cap-ucits-etf-acc/"}]},{"text":"MSCI World Small Cap","href":"https://alysly.com/markets/indices/msci-world-small-cap/"},"0.12%","€1.21"],[{"text":"XSWC / XSWD","links":[{"text":"XSWC","href":"https://alysly.com/markets/etfs/xtrackers-msci-world-small-cap-ucits-etf-1c/"}]},{"text":"MSCI World Small Cap","href":"https://alysly.com/markets/indices/msci-world-small-cap/"},"0.11%","€1.12"],[{"text":"SXR8","href":"https://alysly.com/markets/etfs/ishares-core-sp-500-ucits-etf-acc/"},{"text":"S&P 500","href":"https://alysly.com/markets/indices/sp500/"},"0.02%","€0.20"],[{"text":"SPYL / SPY5","links":[{"text":"SPYL","href":"https://alysly.com/markets/etfs/state-street-spdr-sp-500-ucits-etf-acc/"}]},{"text":"S&P 500","href":"https://alysly.com/markets/indices/sp500/"},"0.02%","€0.19"],[{"text":"WIMI","href":"https://alysly.com/markets/etfs/xtrackers-msci-world-imi-ucits-etf-1c/"},{"text":"MSCI World IMI","href":"https://alysly.com/markets/indices/msci-world-imi/"},"0.01%","€0.13"],[{"text":"SPYI / SPSA","links":[{"text":"SPYI","href":"https://alysly.com/markets/etfs/state-street-spdr-msci-all-country-world-investable-market-ucits-etf-acc/"}]},{"text":"MSCI ACWI IMI","href":"https://alysly.com/markets/indices/msci-acwi-imi/"},"< 0.01%","< €0.05"]]},{"type":"paragraph","text":"Data note 6","href":"#dn-6"},{"type":"paragraph","text":"The last column shows how much of €1,000 in one of these funds goes to FactSet Research Systems, based on each fund's latest holdings list."},{"type":"paragraph","text":"US-listed ETFs holding FactSet Research Systems (weight per latest SEC filing): VYM 0.04%, IVV 0.01%, SPY 0.01%, VOO 0.01%, VTI 0.01%. These funds are registered in the US; retail investors in the EU usually cannot buy them.","links":[{"text":"VYM","href":"https://alysly.com/markets/etfs/us/vym/"},{"text":"IVV","href":"https://alysly.com/markets/etfs/us/ivv/"},{"text":"SPY","href":"https://alysly.com/markets/etfs/us/spy/"},{"text":"VOO","href":"https://alysly.com/markets/etfs/us/voo/"},{"text":"VTI","href":"https://alysly.com/markets/etfs/us/vti/"}]},{"type":"list","ordered":false,"items":[{"text":"FactSet Research Systems among the 4,342 stocks we track","href":"https://alysly.com/markets/stocks/etf-concentration/"},{"text":"Check the overlap of these 12 funds","href":"https://alysly.com/markets/etfs/overlap/"}]},{"type":"heading","level":3,"text":"FactSet Research Systems Weight in iShares Core S&P 500 (SXR8) Since 2021"},{"type":"image","alt":"FactSet Research Systems: weight in SXR8 0.05% → 0.02%"},{"type":"paragraph","text":"Dec 31, 2021 Oct 30, 2026"},{"type":"paragraph","text":"In iShares Core S&P 500 (SXR8), FactSet Research Systems had a weight of 0.05% on Dec 31, 2021 and 0.02% on Oct 30, 2026. The fund tracks the S&P 500. Its share peaked at 0.05% on Dec 31, 2021. The weight rises and falls with the stock's price performance relative to the other index members. It can also change when the index provider adjusts the index composition.","links":[{"text":"iShares Core S&P 500 (SXR8)","href":"https://alysly.com/markets/etfs/ishares-core-sp-500-ucits-etf-acc/"},{"text":"S&P 500","href":"https://alysly.com/markets/indices/sp500/"}]},{"type":"paragraph","text":"Data note 7","href":"#dn-7"},{"type":"paragraph","text":"What's Inside Your ETF Portfolio and the ETF overlap check show how much FactSet Research Systems overlaps with the rest of a portfolio.","links":[{"text":"What's Inside Your ETF Portfolio","href":"https://alysly.com/tools/portfolio-xray/"},{"text":"ETF overlap check","href":"https://alysly.com/tools/etf-overlap/"}]},{"type":"heading","level":3,"text":"Which Tracked Investors Hold FactSet Research Systems?"},{"type":"paragraph","text":"FactSet Research Systems is not among the largest purchases in the quarter ending Jun 30, 2026. The list is led by GOOGL, DAL and NEBIUS GROUP N.V. The only manager we track that holds FactSet Research Systems increased its position.","links":[{"text":"GOOGL","href":"https://alysly.com/markets/stocks/alphabet-inc-class-a/"}]},{"type":"table","caption":"Tracked investors holding this stock","columns":["Investor","Shares","Value","Quarter"],"rows":[["Bridgewater Associates","34,488","$8M","increased by 24,214"]]},{"type":"paragraph","text":"As of Jun 30, 2026. Based on quarterly filings with the US securities regulator, submitted up to 45 days after the reference date. The change counts shares, not price gains."},{"type":"paragraph","text":"Data note 8","href":"#dn-8"},{"type":"heading","level":3,"text":"Stocks With ETF Exposure Similar to FactSet Research Systems"},{"type":"table","caption":"Stocks with ETF exposure similar to FactSet Research Systems","columns":["Stock","Shared ETFs","r","1 year","Annualized volatility","Net margin","Revenue growth"],"rows":[["FactSet Research Systems","–","–","+29.9%","37.1%","21.5%","+6.7%"],[{"text":"Assurant","href":"https://alysly.com/markets/stocks/assurant-inc/"},"12","–","+40.1%","24.6%","6.8%","+7.9%"],[{"text":"Erie Indemnity Company","href":"https://alysly.com/markets/stocks/erie-indemnity-company-class-a/"},"12","–","-4.0%","34.9%","13.8%","+7.2%"],[{"text":"Globe Life","href":"https://alysly.com/markets/stocks/globe-life-inc/"},"12","–","+22.3%","23.9%","19.4%","+3.7%"],[{"text":"Jack Henry and Associates","href":"https://alysly.com/markets/stocks/jack-henry-and-associates-inc/"},"12","–","+8.5%","25.2%","19.8%","+7.1%"],[{"text":"Albemarle Corporation","href":"https://alysly.com/markets/stocks/albemarle-corporation/"},"12","–","-6.2%","58.3%","-9.9%","-4.4%"],[{"text":"A. O. Smith Corporation","href":"https://alysly.com/markets/stocks/a-o-smith-corporation/"},"12","–","-0.4%","26.0%","14.3%","+0.3%"],[{"text":"Brown-Forman Corporation","href":"https://alysly.com/markets/stocks/brown-forman-corporation-class-b/"},"12","–","+9.0%","38.4%","–","–"],[{"text":"Clorox Company","href":"https://alysly.com/markets/stocks/clorox-company/"},"12","–","-17.6%","26.5%","8.5%","+0.2%"]]},{"type":"paragraph","text":"These stocks reach a portfolio through largely the same funds as FactSet Research Systems. “Shared ETFs” counts the funds that hold both."},{"type":"paragraph","text":"Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical."},{"type":"paragraph","text":"Data note 9","href":"#dn-9"},{"type":"heading","level":2,"id":"fundamental","text":"Fundamental Analysis: FactSet Research Systems"},{"type":"heading","level":3,"text":"FactSet Research Systems Key Financials"},{"type":"facts","items":[{"label":"Revenue","value":"$2.5B"},{"label":"Net income","value":"$533.5M"},{"label":"Diluted EPS","value":"$14.57"},{"label":"Net margin","value":"21.5%"},{"label":"Return on equity","value":"26.6%"},{"label":"Equity ratio","value":"48.4%"},{"label":"Revenue growth","value":"+6.7%"}]},{"type":"paragraph","text":"Figures come from the SEC annual filing for the latest reported fiscal year (period end Aug 31, 2026)."},{"type":"table","caption":"Revenue and profit by fiscal year","columns":["Fiscal year","Revenue","Net income","Margin"],"rows":[["FY ended Aug 2023","2.1","0.5","22.4%"],["FY ended Aug 2024","2.2","0.5","24.4%"],["FY ended Aug 2025","2.3","0.6","25.7%"],["FY ended Aug 2026","2.5","0.5","21.5%"]]},{"type":"paragraph","text":"Data note 10","href":"#dn-10"},{"type":"heading","level":2,"id":"technical","text":"Technical Analysis: FactSet Research Systems"},{"type":"heading","level":3,"text":"FactSet Research Systems Risk Metrics"},{"type":"facts","items":[{"label":"Max drawdown","value":"-61.7%"},{"label":"Annualized volatility","value":"37.1%"}]},{"type":"paragraph","text":"Data note 11","href":"#dn-11"},{"type":"facts","items":[{"label":"Below peak","value":"-30.7%"},{"label":"Beta to S&P 500","value":"-0.08"},{"label":"Correlation to S&P 500","value":"-0.02"}]},{"type":"paragraph","text":"The close on Nov 2, 2026, was 30.7% below the highest close since Aug 12, 2024. That high was reached on Nov 14, 2024. When the S&P 500 rose or fell 1%, FactSet Research Systems moved 0.08% on average in the opposite direction (past 252 trading days). The correlation of -0.02, however, shows only a moderate link to the broad market. Accordingly, moves in the S&P 500 explain only a small part of the daily price moves of FactSet Research Systems."},{"type":"paragraph","text":"Data note 12","href":"#dn-12"},{"type":"heading","level":3,"text":"What FactSet Research Systems Correlates With"},{"type":"table","caption":"What FactSet Research Systems Correlates With","columns":["Instrument","r","−1 … +1"],"rows":[[{"text":"Brown & Brown Inc.","href":"https://alysly.com/markets/stocks/brown-brown-inc/"},"+0.79",""],[{"text":"Adobe Inc.","href":"https://alysly.com/markets/stocks/adobe-inc/"},"+0.74",""],[{"text":"Intuit Inc.","href":"https://alysly.com/markets/stocks/intuit-inc/"},"+0.73",""],[{"text":"Tyler Technologies Inc.","href":"https://alysly.com/markets/stocks/tyler-technologies-inc/"},"+0.72",""],[{"text":"Verisk Analytics Inc.","href":"https://alysly.com/markets/stocks/verisk-analytics-inc/"},"+0.71",""],[{"text":"Arthur J. Gallagher & Co.","href":"https://alysly.com/markets/stocks/arthur-j-gallagher-co/"},"+0.70",""],[{"text":"Teradyne Inc.","href":"https://alysly.com/markets/stocks/teradyne-inc/"},"-0.60",""],[{"text":"Keysight Technologies Inc","href":"https://alysly.com/markets/stocks/keysight-technologies-inc/"},"-0.59",""],[{"text":"Nova Ltd.","href":"https://alysly.com/markets/stocks/nova-ltd/"},"-0.57",""]]},{"type":"paragraph","text":"The strongest co-movers are listed at the top, the strongest inverse movers at the bottom. Low or negative correlations can help spread risk more broadly across a portfolio."},{"type":"paragraph","text":"Data note 13","href":"#dn-13"},{"type":"heading","level":2,"id":"refs","text":"Related Content: FactSet Research Systems"},{"type":"heading","level":3,"text":"Latest Investment Analysis: Stocks"},{"type":"list","ordered":false,"items":[{"text":"Oct 31, 2026 · Mixed Weekly Analysis: DAX Sets the Tone for the Week (+2.2%) · October 26–30, 2026","href":"https://alysly.com/analysis/weekly-analysis-dax-sets-tone-week-plus-2-2-percent-10312026/"},{"text":"Oct 24, 2026 · Risk-off Weekly Analysis: A Quiet Week, MSCI China -4.3% · October 19–23, 2026","href":"https://alysly.com/analysis/weekly-analysis-quiet-week-msci-china-minus-4-3-percent-10242026/"},{"text":"Oct 17, 2026 · Risk-off Weekly Analysis: S&P 500 Information Technology Weighs on the Week (-7.7%) · October 12–16, 2026","href":"https://alysly.com/analysis/weekly-analysis-sp-500-information-technology-weighs-week-10172026/"}]},{"type":"paragraph","text":"View all Investment Analysis","href":"https://alysly.com/analysis/"},{"type":"paragraph","text":"Updated Nov 3, 2026"},{"type":"heading","level":2,"id":"note-legend-h","text":"Data Notes"},{"type":"paragraph","text":"All calculations run automatically and are not investment advice."},{"type":"list","ordered":true,"items":[{"id":"dn-1","text":"Number of ETFs with available holdings data that hold the stock; the percentile compares all covered stocks against that same set."},{"id":"dn-2","text":"Price history from daily closing prices; one point per trading day."},{"id":"dn-3","text":"Returns computed automatically from the price series, excluding dividends, taxes and costs."},{"id":"dn-4","text":"Daily dollar prices converted at the same day's ECB euro reference rate, then measured like the dollar return."},{"id":"dn-5","text":"We count the funds we cover, not the market; the history covers the funds whose holdings reach back monthly."},{"id":"dn-6","text":"Holdings as of the fund's latest published holdings list; the as-of date is shown at the block."},{"id":"dn-7","text":"From the fund's published holdings lists at each quarter end, plus the latest date."},{"id":"dn-8","text":"Holdings as of quarter end from the mandatory filings (Form 13F) with the US securities regulator; the deadline runs up to 45 days."},{"id":"dn-9","text":"Selected by how many of the funds we track hold both names, not by business model."},{"id":"dn-10","text":"Latest reported fiscal year from XBRL annual filings with the SEC (public domain), figures in billions of US dollars; ratios computed from them."},{"id":"dn-11","text":"Computed from the full available price history."},{"id":"dn-12","text":"From daily closes: distance from the series' highest close; beta and correlation of daily returns to the S&P 500 over the last 252 trading days."},{"id":"dn-13","text":"Co-movement of daily returns over the last 90 trading days, across asset classes."}]},{"type":"paragraph","text":"Data and methodology: Alysly · Responsible for content: Alexander Bock","links":[{"text":"Alysly","href":"https://alysly.com/methodology/"},{"text":"Alexander Bock","href":"https://alysly.com/about/"}]},{"type":"paragraph","text":"View all data notes","href":"https://alysly.com/notes/"}],"structured_data":[{"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://alysly.com/#org","name":"Alysly","url":"https://alysly.com/","logo":{"@type":"ImageObject","url":"https://alysly.com/img/icon-512.png","width":512,"height":512},"description":"Data-driven insights, transparent analysis and powerful tools for long-term investors.","email":"mail@alysly.com","contactPoint":{"@type":"ContactPoint","contactType":"customer support","email":"mail@alysly.com","availableLanguage":["de","en"]},"address":{"@type":"PostalAddress","addressLocality":"Haltern am See","postalCode":"45721","addressCountry":"DE"},"founder":{"@id":"https://alysly.com/#founder"},"sameAs":["https://www.linkedin.com/company/alyslycom/","https://www.youtube.com/@alyslycom","https://x.com/alyslycom"],"publishingPrinciples":"https://alysly.com/methodology/"},{"@type":"Person","@id":"https://alysly.com/#founder","name":"Alexander Bock","jobTitle":"Founder and data analyst","url":"https://alysly.com/about/","sameAs":["https://www.linkedin.com/in/abxk/"]},{"@type":"WebSite","@id":"https://alysly.com/#site","url":"https://alysly.com/","name":"Alysly","alternateName":"Alysly Investment Analysis","inLanguage":"en-US","publisher":{"@id":"https://alysly.com/#org"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://alysly.com/markets/stocks/browse/?q={search_term_string}"},"query-input":"required name=search_term_string"}},{"@type":"WebPage","@id":"https://alysly.com/markets/stocks/factset-research-systems-inc/#webpage","url":"https://alysly.com/markets/stocks/factset-research-systems-inc/","name":"FactSet Research Systems Inc. – Alysly","description":"FactSet Research Systems Inc. (FDS). Revenue $2.5bn, net margin 21.5% (FY ended Aug 2026). ISIN US3030751057 · WKN 901629.","inLanguage":"en-US","isPartOf":{"@id":"https://alysly.com/#site"},"dateModified":"2026-11-03T00:00:00Z","publisher":{"@id":"https://alysly.com/#org"},"mainEntity":{"@id":"https://alysly.com/markets/stocks/factset-research-systems-inc/#entity"},"primaryImageOfPage":{"@type":"ImageObject","url":"https://alysly.com/og.png","width":1200,"height":630}}]},{"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Markets","item":"https://alysly.com/markets/"},{"@type":"ListItem","position":2,"name":"Stocks","item":"https://alysly.com/markets/stocks/"},{"@type":"ListItem","position":3,"name":"FactSet Research Systems Inc."}]},{"@context":"https://schema.org","@type":"Corporation","@id":"https://alysly.com/markets/stocks/factset-research-systems-inc/#entity","name":"FactSet Research Systems Inc.","tickerSymbol":"FDS","mainEntityOfPage":"https://alysly.com/markets/stocks/factset-research-systems-inc/","description":"FactSet Research Systems Inc. (FDS). Revenue $2.5bn, net margin 21.5% (FY ended Aug 2026). ISIN US3030751057 · WKN 901629.","identifier":[{"@type":"PropertyValue","propertyID":"TICKER","value":"FDS"},{"@type":"PropertyValue","propertyID":"ISIN","value":"US3030751057"},{"@type":"PropertyValue","propertyID":"WKN","value":"901629"}],"address":{"@type":"PostalAddress","addressCountry":"US"},"subjectOf":{"@type":"Dataset","name":"FactSet Research Systems Inc. — key figures","url":"https://alysly.com/markets/stocks/factset-research-systems-inc/","description":"FactSet Research Systems Inc. (FDS). Revenue $2.5bn, net margin 21.5% (FY ended Aug 2026). ISIN US3030751057 · WKN 901629.","inLanguage":"en-US","isAccessibleForFree":true,"creator":{"@id":"https://alysly.com/#org"},"publisher":{"@id":"https://alysly.com/#org"},"variableMeasured":[{"@type":"PropertyValue","name":"Held in ETFs","value":12},{"@type":"PropertyValue","name":"Highest ETF weight (%)","value":0.406},{"@type":"PropertyValue","name":"YTD return (%)","value":18.5},{"@type":"PropertyValue","name":"1-year return (%)","value":29.9},{"@type":"PropertyValue","name":"Sector","value":"Financials"},{"@type":"PropertyValue","name":"Revenue (USD)","unitText":"USD","value":2476256000.0},{"@type":"PropertyValue","name":"Net income (USD)","unitText":"USD","value":533481000.0},{"@type":"PropertyValue","name":"Total assets (USD)","unitText":"USD","value":4140023000.0},{"@type":"PropertyValue","name":"Shareholders equity (USD)","unitText":"USD","value":2001866000.0},{"@type":"PropertyValue","name":"Diluted EPS (USD)","value":14.57},{"@type":"PropertyValue","name":"Net margin (%)","value":21.5},{"@type":"PropertyValue","name":"Return on equity (%)","value":26.6},{"@type":"PropertyValue","name":"Fiscal year end","value":"2026-08-31"}],"temporalCoverage":"2024-08-12/.."}}],"notice":"© 2026 Alysly.com. Not investment advice. All data without guarantee. Financial information is analyzed and presented partly with AI assistance."}