FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and software. For fiscal year 2024, FactSet's total ASV and professional services revenues were $2.2 billion. FactSet's total market value is approximately $17 billion.
| trading_symbol | registrant_name | time | price | change | percentage_change |
|---|---|---|---|---|---|
| FDS | FACTSET RESEARCH SYSTEMS INC | 2025-10-30 18:54:17 | 268 | -1.04 | -0.39 |
| trading_symbol | central_index_key | registrant_name | isin_number | lei_number | ein_number | exchange | sic_code | sic_description | fiscal_year_end | state_of_incorporation | address_street | address_city | address_state | address_zip_code | address_country | address_country_code | phone_number | mailing_address | business_address | former_name | industry | founding_date | chief_executive_officer | number_of_employees | website | market_cap | shares_issued | shares_outstanding | description | update_time |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FDS | 0001013237 | FACTSET RESEARCH SYSTEMS INC | US3030751057 | 549300ZSJE7NBK6K9P30 | 133362547 | NYSE | 7370 | Services-Computer Programming, Data Processing, Etc. | 0831 | DE | 45 GLOVER AVENUE | NORWALK | CT | 06850 | UNITED STATES | US | 2038101000 | 45 GLOVER AVENUE, NORWALK, CT, 06850 | 45 GLOVER AVENUE, NORWALK, CT, 06850 | — | Financial services | 1978 | — | 12,398 | http://factset.com | 17,509,083,420 | 43,013,266 | 37,456,326 | FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and software. For fiscal year 2024, FactSet's total ASV and professional services revenues were $2.2 billion. FactSet's total market value is approximately $17 billion. | 2025-10-30 12:54:05 |
| Fiscal Year | Market Cap | Change In Market Cap | Percentage Change In Market Cap | Shares Outstanding | Change In Shares Outstanding | Percentage Change In Shares Outstanding |
|---|---|---|---|---|---|---|
| 2025 | 17,509,083,420 | -93,637,544 | -0.5319 | 37,456,326 | -532,519 | -1.4018 |
| 2024 | 17,602,720,964 | 1,734,278,483 | 10.9291 | 37,988,845 | 389 | 0.001 |
| 2023 | 15,868,442,481 | 493,621,681 | 3.2106 | 37,988,456 | -90,980 | -0.2389 |
| Executive Name | Executive Position | Fiscal Year | Salary | Bonus | Stock Awards | Incentive Plan Compensation | Other Compensation | Total Compensation |
|---|---|---|---|---|---|---|---|---|
| Helen L. Shan | Chief Revenue Officer, Executive Vice President | 2023 | 498,077 | 0 | 825,221 | 607,150 | 13,200 | 2,768,720 |
| Goran Skoko | Executive Vice President, Managing Director | 2023 | 423,077 | 0 | 500,033 | 374,238 | 288,740 | 2,086,181 |
| F. Philip Snow | Chief Executive Officer | 2023 | 746,154 | 0 | 2,500,166 | 1,102,406 | 13,200 | 6,862,015 |
| Linda S. Huber | Chief Financial Officer, Executive Vice President | 2023 | 573,077 | 0 | 850,140 | 564,602 | 15,738 | 2,853,627 |
| Robert J. Robie | Executive Vice President | 2023 | 422,308 | 0 | 412,818 | 500,833 | 44,248 | 1,792,743 |
| Fiscal Year | Employee Count |
|---|---|
| 2025 | 12,800 |
| 2024 | 12,398 |
| 2023 | 12,237 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Revenue | 2,321,748,000 | 2,203,056,000 | 2,085,508,000 |
| Cost Of Revenue | 1,097,782,000 | 1,011,945,000 | 973,225,000 |
| Gross Profit | — | — | — |
| Research And Development Expenses | 300,700,000 | 265,200,000 | 267,400,000 |
| General And Administrative Expenses | 475,663,000 | 485,135,000 | 457,130,000 |
| Operating Expenses | 1,573,445,000 | 1,501,757,000 | 1,456,301,000 |
| Operating Income | 748,303,000 | 701,299,000 | 629,207,000 |
| Net Income | 597,040,000 | 537,126,000 | 468,173,000 |
| Earnings Per Share Basic | 15.74 | 14.11 | 12.26 |
| Earnings Per Share Diluted | 15.55 | 13.91 | 12.04 |
| Weighted Average Shares Outstanding Basic | 37,924,000 | 38,059,000 | 38,194,000 |
| Weighted Average Shares Outstanding Diluted | 38,385,000 | 38,618,000 | 38,898,000 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Cash And Cash Equivalents | 337,651,000 | 422,979,000 | 425,444,000 |
| Marketable Securities Current | 17,445,000 | 69,619,000 | 32,210,000 |
| Accounts Receivable | 270,684,000 | 228,054,000 | 237,665,000 |
| Inventories | — | — | — |
| Non Trade Receivables | — | — | — |
| Other Assets Current | — | — | — |
| Total Assets Current | 729,759,000 | 835,848,000 | 770,135,000 |
| Marketable Securities Non Current | — | — | — |
| Property Plant And Equipment | 85,203,000 | 82,513,000 | 86,107,000 |
| Other Assets Non Current | 105,498,000 | 89,578,000 | 73,676,000 |
| Total Assets Non Current | 206,979,000 | 213,007,000 | 227,944,000 |
| Total Assets | 4,304,272,000 | 4,055,040,000 | 3,962,922,000 |
| Accounts Payable | 135,262,000 | 178,250,000 | 121,816,000 |
| Deferred Revenue | 167,852,000 | 159,761,000 | 152,430,000 |
| Short Term Debt | 0 | 124,842,000 | 0 |
| Other Liabilities Current | — | — | — |
| Total Liabilities Current | 521,306,000 | 667,066,000 | 484,251,000 |
| Long Term Debt | 1,368,260,000 | 1,365,973,000 | 1,612,700,000 |
| Other Liabilities Non Current | 10,568,000 | 6,614,000 | 6,844,000 |
| Total Liabilities Non Current | 1,596,553,000 | 1,475,514,000 | 1,858,741,000 |
| Total Liabilities | 2,117,859,000 | 2,142,580,000 | 2,342,992,000 |
| Common Stock | 430,000 | 426,000 | 421,000 |
| Retained Earnings | 2,323,407,000 | 1,888,504,000 | 1,505,096,000 |
| Accumulated Other Comprehensive Income | -63,748,000 | -79,613,000 | -87,141,000 |
| Total Shareholders Equity | 2,186,413,000 | 1,912,460,000 | 1,619,930,000 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Depreciation And Amortization | 157,691,000 | 125,187,000 | 105,384,000 |
| Share Based Compensation Expense | 61,229,000 | 63,501,000 | 62,038,000 |
| Other Non Cash Income Expense | -11,867,000 | — | — |
| Change In Accounts Receivable | 42,540,000 | -2,195,000 | 40,103,000 |
| Change In Inventories | — | — | — |
| Change In Non Trade Receivables | — | — | — |
| Change In Other Assets | — | — | — |
| Change In Accounts Payable | -59,400,000 | 55,347,000 | 8,393,000 |
| Change In Other Liabilities | — | 20,040,000 | -19,643,000 |
| Cash From Operating Activities | 726,260,000 | 700,338,000 | 645,573,000 |
| Purchases Of Marketable Securities | 18,867,000 | 58,636,000 | 11,014,000 |
| Sales Of Marketable Securities | 58,155,000 | — | 0 |
| Acquisition Of Property Plant And Equipment | 108,806,000 | 85,681,000 | 60,786,000 |
| Acquisition Of Business | 348,255,000 | 0 | 23,593,000 |
| Other Investing Activities | — | — | — |
| Cash From Investing Activities | -392,773,000 | -144,317,000 | -95,393,000 |
| Tax Withholding For Share Based Compensation | — | — | 13,700,000 |
| Payments Of Dividends | 162,137,000 | 153,718,000 | 142,816,000 |
| Issuance Of Common Stock | 81,688,000 | 91,711,000 | 72,006,000 |
| Repurchase Of Common Stock | 300,457,000 | 235,235,000 | 176,720,000 |
| Issuance Of Long Term Debt | 803,410,000 | 0 | 0 |
| Repayment Of Long Term Debt | 805,000,000 | 250,000,000 | 375,000,000 |
| Other Financing Activities | -27,489,000 | -16,659,000 | -13,709,000 |
| Cash From Financing Activities | -407,821,000 | -560,850,000 | -632,024,000 |
| Change In Cash | -71,284,000 | -2,465,000 | -77,829,000 |
| Cash At End Of Period | 337,651,000 | 422,979,000 | 425,444,000 |
| Income Taxes Paid | 103,167,000 | 157,015,000 | 91,170,000 |
| Interest Paid | 54,813,000 | 65,920,000 | 76,524,000 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Earnings Per Share | 15.74 | 14.11 | 12.26 |
| Price To Earnings Ratio | 23.7179 | 29.9674 | 35.5962 |
| Earnings Growth Rate | 11.5521 | 15.0897 | 16.9847 |
| Price Earnings To Growth Ratio | 2.0531 | 1.9859 | 2.0958 |
| Book Value Per Share | 57.6525 | 50.2499 | 42.4132 |
| Price To Book Ratio | 6.4753 | 8.4147 | 10.2895 |
| Ebitda | 915,647,000 | 884,740,000 | 731,010,000 |
| Enterprise Value | 15,188,396,680 | 17,160,703,560 | 17,855,499,540 |
| Dividend Yield | 0.0115 | 0.0096 | 0.0086 |
| Dividend Payout Ratio | 0.2716 | 0.2862 | 0.305 |
| Debt To Equity Ratio | 0.6258 | 0.7795 | 0.9955 |
| Capital Expenditures | 160,381,000 | 121,593,000 | 110,648,000 |
| Free Cash Flow | 565,879,000 | 578,745,000 | 534,925,000 |
| Return On Equity | 0.2731 | 0.2809 | 0.289 |
| One Year Beta | 0.6321 | 0.6208 | 0.8463 |
| Three Year Beta | 0.7024 | 0.7616 | 0.7858 |
| Five Year Beta | 0.7263 | 0.9161 | 0.9395 |
| Insider Name | Relationship To Issuer | Transaction Date | Amount Of Securities | Acquired Or Disposed | Securities Owned Following Transaction |
|---|---|---|---|---|---|
| Shan Helen L. | EVP, Chief Financial Officer | 2025-10-06 | 370 | A | 9,284 |
| Eilam Barak | Director | 2025-10-03 | 1 | D | 285 |
| McLoughlin Christopher | Chief Legal Officer | 2025-09-23 | 334 | A | 3,442 |
| McLoughlin Christopher | Chief Legal Officer | 2025-09-23 | 3 | A | 3,445 |
| Viswanathan Sanoke | Director, Chief Executive Officer | 2025-09-22 | 58,332 | A | 58,332 |
| Name Of Reporting Person | Type Of Reporting Person | Report Date | Transaction Type | Transaction Date | Owner Type | Amount |
|---|---|---|---|---|---|---|
| Thomas H Tuberville | Senator | 2024-06-14 | Sale (Full) | 2024-05-03 | Joint | $1,001 - $15,000 |
| Shelley M Capito | Senator | 2023-09-15 | Sale (Partial) | 2023-08-02 | Spouse | $1,001 - $15,000 |
| Shelley M Capito | Senator | 2019-05-09 | Purchase | 2018-04-24 | Spouse | $1,001 - $15,000 |
| Shelley M Capito | Senator | 2018-05-14 | Purchase | 2018-04-24 | Spouse | $1,001 - $15,000 |
| Name Of Reporting Person | Report Date | State | Transaction Type | Transaction Date | Owner Type | Amount |
|---|---|---|---|---|---|---|
| Julie Johnson | 2025-05-14 | TX32 | Sale | 2025-04-01 | Joint | $1,001 - $15,000 |
| Byron Donalds | 2025-03-25 | FL19 | Sale | 2025-02-13 | — | $1,001 - $15,000 |
| Byron Donalds | 2025-03-25 | FL19 | Sale | 2025-02-13 | Spouse | $1,001 - $15,000 |
| Jared Moskowitz | 2024-08-21 | FL23 | Purchase | 2024-02-01 | — | $1,001 - $15,000 |
| Jared Moskowitz | 2024-08-19 | FL23 | Sale | 2024-07-05 | — | $1,001 - $15,000 |
| Investor Name | Period Of Report | Market Value | Amount Of Securities | Price Per Security |
|---|---|---|---|---|
| JLB & ASSOCIATES INC | 2025-09-30 | 3,060,573 | 10,683 | 286.49 |
| Envestnet Portfolio Solutions, Inc. | 2025-09-30 | 680,473 | 2,375 | 286.5149 |
| Gibbs Wealth Management | 2025-09-30 | 533,187 | 1,861 | 286.5056 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 2025-09-30 | 1,418,985 | 4,953 | 286.49 |
| Guardian Wealth Advisors, LLC | 2025-09-30 | 516,828 | 1,804 | 286.49 |
| Registrant Name | Period Of Report | Fund Name | Fund Symbol | Amount Of Units | Value In Usd | Percentage Value Compared To Assets |
|---|---|---|---|---|---|---|
| HEARTLAND GROUP INC | 2025-09-30 | Investor Class | HRMDX | 11,944 | 3,421,836.56 | 0.6539 |
| HEARTLAND GROUP INC | 2025-09-30 | Institutional Class | HNMDX | 11,944 | 3,421,836.56 | 0.6539 |
| SHELTON FUNDS | 2025-08-31 | K Shares | SPXKX | 214 | 79,890.48 | 0.0266 |
| SHELTON FUNDS | 2025-08-31 | Investor Shares | SPFIX | 214 | 79,890.48 | 0.0266 |
| WisdomTree Trust | 2025-08-31 | WisdomTree Efficient Gold Plus Equity Strategy Fund | GDE | 182 | 67,944.24 | 0.0227 |