With a market cap of $18.7 billion, FactSet Research Systems Inc. (FDS) is a leading provider of integrated financial information, analytical tools, and technology solutions for the global investment community. Based in Norwalk, Connecticut, the company supports both buy-side and sell-side clients with services tailored to its investment workflows.
Companies valued at $10 billion or more are generally classified as “large-cap” stocks, and FactSet Research Systems fits this criterion perfectly. Its offerings include portfolio analytics, risk management tools, market intelligence, and enterprise data solutions delivered through configurable platforms and APIs. Serving a wide range of professionals, including wealth managers, asset owners, and investment bankers, FactSet is a trusted partner for managing portfolios, researching investment ideas, and optimizing performance.
However, the financial data firm dipped 1.7% from its 52-week high of $499.87, reached in November. Over the past three months, shares of FDS have gained nearly 6%, which lags behind the iShares U.S. Broker-Dealers & Securities Exchanges ETF’s (IAI) rise of 14.3% during the same period.
In the longer term, FDS has rallied 15.6% over the past six months, underperforming IAI’s 25.8% gain. Moreover, shares of FactSet have risen 4.7% over the past 52 weeks, compared to IAI’s 36.5% return over the same time frame.
Yet, FDS stock has been trading above its 50-day moving average since late August and has stayed above its 200-day moving average since mid-September.
Shares of FactSet rose 3.5% on Dec. 19 after the company reported Q1 2025 results that exceeded expectations, reflecting strong operational performance. Adjusted earnings per share of $4.37 beat the consensus estimate and marked a 6.1% year-over-year increase, while revenue of $568.7 million surpassed estimates and grew 4.9% from the prior year. Organic Annual Subscription Value (ASV) plus professional services increased by 4.5% year-over-year to $2.3 billion, with significant U.S. and Asia Pacific contributions. Additionally, FactSet raised its full-year fiscal 2025 revenue guidance and EPS guidance to $16.80 – $17.40, signaling continued growth prospects.
In comparison with its rival, MSCI Inc. (MSCI) has outpaced FDS, with a 24.3% rise over the past six months and an 8.1% increase over the past 52 weeks.
Due to the stock’s underperformance, analysts are cautious about its prospects. FDS has a consensus rating of “Hold” from the 18 analysts covering the stock. As of writing, FDS is trading above the mean price target of $476.57.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. More news from Barchart
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