fds stock: FactSet Research Systems (FDS) Guide

This comprehensive guide explains who FactSet Research Systems, Inc. is, how the fds stock (ticker: FDS) is positioned in markets, its products, business model, risks, and how professionals use Fac...

2024-07-12 00:25:00

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FactSet Research Systems, Inc. (FDS)

This article explains FactSet Research Systems, Inc. and the fds stock for readers who want a clear, structured reference. You will learn what FactSet does, how its products serve financial professionals, key milestones in the firm’s history, how the company makes money, what to watch in its financials and stock performance, and the main risks and competitive dynamics. The term "fds stock" appears throughout to help you find and compare market and company-level details quickly.

Note: As of 2026-01-27, according to Reuters and other financial data providers, FactSet trades under the ticker FDS on the New York Stock Exchange. For live quotes and the most current market data consult trusted financial data providers or the company’s investor relations materials.

fds stock — Company overview

FactSet Research Systems, Inc. is a global financial data and analytics company that provides integrated workstations, data feeds, portfolio analytics, and enterprise solutions to investment professionals and corporate clients. The firm focuses on delivering data, software, and services that support research workflows, portfolio construction, risk management, and reporting.

The fds stock represents ownership in a company whose core customers include institutional asset managers, wealth management firms, investment banks, private equity and venture capital firms, and corporate finance teams. FactSet packages market data, fundamental datasets, analytics, and workflow tools into subscription-based offerings designed for recurring revenue generation.

History

Founding and early growth

FactSet was founded to aggregate and deliver financial data and analytics to investment professionals who needed an efficient way to perform research and portfolio analysis. Over decades it expanded from desktop workstation software to broad enterprise data distribution and cloud-enabled analytics.

Early growth was driven by adoption among buy-side research teams and sell-side analysts who relied on FactSet’s integrated datasets and flexible analytics. The firm differentiated itself by combining high-quality datasets with customizable client workflows.

Recent developments and strategic shifts

In recent years FactSet has emphasized cloud delivery, API-driven data access, enterprise integrations, and expanding its universe of datasets (including estimates, ownership, and market measures). As of 2026-01-27, according to MarketWatch and Morningstar coverage, the company continued transitioning more clients to cloud-based deployments and increased investment in data-platform initiatives.

FactSet has also pursued targeted acquisitions to broaden capabilities such as portfolio analytics, identifier services, and workflow automation. These moves are consistent with a strategy to deepen client stickiness through integrated platforms and enterprise data services.

Products and services

FactSet’s product portfolio is structured to serve different user needs: desktop/workstation analytics for active research, data feeds and APIs for enterprise systems, portfolio analytics for asset managers, and specialized services for corporate clients.

Workstations and analytics

FactSet’s flagship workstation combines market data, fundamentals, estimates, and charting with customizable screens and templates used by analysts and portfolio managers. The workstation is designed for fast access to integrated datasets, cross-sectional analytics, and report generation.

This product line is associated with subscription fees and is central to the fds stock value proposition because it supports a high degree of client retention through daily workflow dependence.

Data feeds, APIs and enterprise solutions

FactSet distributes raw and normalized datasets via enterprise feeds and APIs that integrate with clients’ internal systems. This includes standardized identifiers, security master data, corporate actions, and cleansed fundamental datasets.

Large asset managers and corporations typically license enterprise feeds for portfolio accounting, risk systems, regulatory reporting, and downstream analytics. These higher-volume contracts are a major contributor to recurring revenue.

Specialized products and acquisitions

FactSet has acquired capabilities and companies to expand specialized services, for example in portfolio analytics, fixed income data, and identifier services. These acquisitions aim to fill product gaps and provide complementary technologies.

Over time, these specialized products and integrations have helped FactSet compete with larger data vendors by offering tailored solutions for different client segments.

Business model and markets

FactSet operates primarily on a subscription and licensing model. Revenue is driven by recurring contracts—workstations, data feeds, and enterprise licenses—with additional services revenue from implementation, consulting, and managed solutions.

Customer segmentation typically includes:

Buy-side asset managers and hedge funds
Wealth managers and family offices
Sell-side brokers and research desks
Corporate finance and treasury teams

Geographically, FactSet serves clients globally with significant footprints in North America, Europe, and Asia-Pacific. The go-to-market model combines direct sales, account management, and strategic partnerships to retain and expand client relationships.

Customer retention is a core financial strength because the tools and data are embedded in daily workflows; switching costs for clients are nontrivial, which supports revenue predictability.

Financial performance

FactSet reports financial results on a regular cadence (quarterly and annually). Key revenue drivers include recurring subscription revenue from workstations and enterprise data, professional services, and the contribution of acquired businesses.

Recent financial results

As of public filings and reporting windows leading into 2026, FactSet’s results typically show steady recurring revenue with periodic fluctuations tied to large contract renewals, currency effects, and acquisition-related costs. As of 2026-01-27, reputable data providers such as Yahoo Finance and Morningstar provide up-to-date summaries for revenue and earnings per share; consult those sources or the company’s investor relations for the latest quarterly figures.

Key financial metrics

Analysts and investors commonly track:

Total revenue and revenue growth (quarterly and annual)
Recurring subscription revenue percentage
Operating income and operating margin
Net income and diluted earnings per share (EPS)
Cash flow from operations and free cash flow
P/E ratio and market capitalization (market cap)

Because these metrics change each reporting period, present-day values for the fds stock and derived ratios are best obtained from live market data providers and SEC filings.

Stock and market information

Ticker and exchange

The company trades under the ticker FDS. As of 2026-01-27, according to Reuters and MarketWatch, FactSet is listed on the New York Stock Exchange.

Trading history and performance

fds stock has historically exhibited the characteristics of a mature, subscription-based software and data firm: more moderate volatility than cyclical commodity-related names, with price action influenced by subscription growth, client retention metrics, and macro trends in asset management flows.

Investors often monitor renewal rates, large enterprise deals, and guidance for future periods when evaluating the stock’s near-term movement.

Dividends and shareholder returns

FactSet has historically returned capital through dividends and share buybacks, which many investors consider when assessing total shareholder return. The company’s dividend policy and buyback programs are disclosed in investor relations and SEC filings.

Ownership and major shareholders

Institutional investors and asset managers typically represent a substantial portion of outstanding shares. Insider holdings and ownership by long-term institutional investors may be published in filings and data-provider summaries; verify ownership snapshots with up-to-date sources because positions can change.

Corporate governance and management

FactSet maintains a board of directors and an executive leadership team responsible for strategy, operations, and governance. Corporate governance disclosures—board composition, committee structures, and executive compensation—are available in proxy statements filed with the SEC.

Board of directors

The board oversees strategic direction, risk management, and succession planning. As with any public company, board refreshment, independence, and governance practices are items investors track.

Executive leadership

Executive profiles include the CEO, CFO, and heads of product, sales, and technology. Leadership commentary in earnings calls and investor presentations provides context on strategy execution and market priorities.

Mergers, acquisitions and partnerships

FactSet has made acquisitions focused on data enrichment, analytics, and workflow automation. Strategic partnerships with data licensors and systems integrators also extend the firm’s distribution channels and technical integration capabilities.

These transactions can influence short-term financials due to integration costs while enhancing product breadth over time.

Competition and market position

FactSet competes in a market of financial information and analytics providers. Competitors include global data vendors, specialist analytics firms, and technology platforms offering alternative workflows.

Competitive landscape

FactSet’s strengths include integrated datasets, customizable analytics, strong client relationships, and a high proportion of recurring revenue that supports valuation stability. Potential weaknesses relate to pricing pressure from large-scale data clients, the cost of acquiring and integrating new datasets, and the need to continually invest in cloud and API capabilities.

Clients choose between providers based on data depth, integration flexibility, total cost of ownership, and usability within existing workflows.

Analysts, ratings and investor coverage

fds stock is covered by sell-side and independent analysts who publish research notes, price targets, and ratings. Consensus views summarize analyst expectations for revenue growth, margins, and EPS.

As of reporting dates cited by mainstream providers, consensus data and price-target aggregates are available from market-data services; check the latest coverage for updated ratings and analyst commentary.

Risks and controversies

Key risks typical for FactSet include:

Concentration risk in client segments—loss of large contracts can affect revenue
Sensitivity to capital markets activity—reduced trading and asset management activity can dampen demand
Data licensing and regulatory risks—licensing disputes or privacy/regulatory changes can affect datasets
Integration and execution risk from acquisitions

Public controversies or regulatory matters, if material, are described in filings and disclosed through public reporting channels; investors and users should review the company’s SEC filings for material legal or regulatory matters.

Use in the financial industry

FactSet’s products are used across the investment lifecycle:

Research and idea generation: integrated datasets and screening tools
Portfolio construction and analytics: exposure, attribution, and performance analysis
Risk management: factor exposures, stress testing, and scenario analysis
Reporting and compliance: customized reports and regulatory data feeds

The fds stock is often evaluated by industry practitioners who value predictable recurring revenue and workflow entrenchment.

Corporate social responsibility and ESG

FactSet publishes information about sustainability reporting, ESG initiatives, and diversity programs in its corporate disclosures. The firm also offers ESG datasets and analytics that clients use to integrate environmental, social, and governance factors into investment decisions.

How to monitor fds stock and where to check updates

For live market prices and intraday activity, use reputable financial data providers and the company’s investor relations page. As of 2026-01-27, Reuters, Yahoo Finance, MarketWatch, Morningstar, and CNBC report near-real-time quotes and company news.
For authoritative corporate facts (financial results, governance changes, and material disclosures), review SEC filings and FactSet’s official investor presentations and earnings releases.

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Risks to watch when using public data about fds stock

Market data lag and discrepancies: different providers can show slightly different prices and volumes due to data feeds and exchange sources.
Snapshot versus consolidated data: understand whether a provider offers consolidated exchange data or single-source feeds.
Currency effects: FactSet’s international revenue can be affected by foreign exchange movements when reported in USD.

Always consult primary company filings and multiple data providers before making decisions based on reported metrics.

Practical checklist for investors and analysts researching fds stock

Read the latest quarterly earnings release and earnings call transcript for commentary on client renewal trends and product demand.
Review the company’s 10-K and recent 10-Q filings for revenue composition, risk factors, and legal disclosures.
Check consensus analyst models for revenue and margin expectations, and compare to the company’s guidance.
Monitor client metrics that drive valuation—subscription revenue growth, client retention, and product adoption rates.
Validate market data (price, volume, market cap) using multiple providers for confirmation.
If incorporating into a broader portfolio, consider how FactSet exposure correlates with other holdings and macro conditions.

Final notes and next steps

This guide summarized the company behind the fds stock, its products, business model, and the key items analysts and users monitor. For the most current pricing and quantitative metrics (market cap, daily trading volume, P/E), consult live market data providers and the company’s investor relations page.

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For continuous updates, maintain a watchlist on your preferred market data platform and subscribe to FactSet investor alerts.

References

As of 2026-01-27, Reuters reported company listing and market coverage for FactSet Research Systems, Inc.
As of 2026-01-27, Yahoo Finance provided quote and market summaries for FDS.
As of 2026-01-27, MarketWatch listed price data and company profile for FDS.
As of 2026-01-27, Morningstar published analyst-oriented company data and metrics for FactSet.
As of 2026-01-27, CNBC summarized price quotes and market news related to FDS.
Additional data providers referenced for coverage: CNN Markets, Robinhood, YCharts, Zacks.

(For specific numeric figures — current share price, market capitalization, trading volume, and analyst price targets — please consult the cited providers or FactSet’s SEC filings for precise, date-stamped data.)

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