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FactSet Research Systems Inc. (FDS) Stock Analysis

Range Bound setup

Buy WaitDEATH CROSS (EXEMPT)Moderate Confidence

Financial Services · Financial Data & Stock Exchanges

Wait for pullback to $203.36. At $224.35 the A.R:R is 0.1:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $203.36 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Single-region cliff: 65% exposure to Americas (≥60% threshold). Regional macroeconomic shock = idiosyncratic terminal risk.; Concentration risk — Geographic: Americas (65.0%).

FactSet Research Systems is a global financial data platform providing analytics, data feeds, and workflow solutions to ~9,000 clients with 237K professional users. Revenue is 65% Americas, 25% EMEA, 10% Asia Pacific, primarily from multi-year subscriptions; buy-side clients... Read more

$224.35+11.5% A.UpsideScore 5.5/10#9 of 11 Financial Data & Stock Exchanges
QualityF-score7 / 9FCF yield7.22%
IncomeYield2.07%(5y avg 0.98%)Payout28.31%sustainable
Entry $203.36(Support Atr Sticky)Stop $180.57Target $227.19(analyst − 10%)A.R:R 0.1:1Setup A.R:R 2.0:1
Analyst target$252.44+12.5%16 analysts
$227.19our TP
$224.35price
$252.44mean
$200
$380

Wait for pullback to $203.36. At $224.35 the A.R:R is 0.1:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $203.36 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Single-region cliff: 65% exposure to Americas (≥60% threshold). Regional macroeconomic shock = idiosyncratic terminal risk.; Concentration risk — Geographic: Americas (65.0%). Chart setup: RSI 47 mid-range, Bollinger mid-band. Wide-moat business. Accumulate on weakness. Score 5.5/10, moderate confidence.

Passes 8/12 gates (positive momentum, clean insider activity, positive momentum, no SEC red flags, news events none recent, earnings proximity 36d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and finsvc regional cliff hard block. Suitability: moderate.

Val7.1Qual7.9Grw2.7Mom5.1Sent5.6Ins5.0Peer5.0Tech3.1Risk6.15.5OVERALL

Recent Developments — FactSet Research Systems Inc.

Latest news

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
V7 quality resilience bonus: +0.2 (Q=7.9 in RISK_OFF)
Sector modifier (Financial Services): +1.0
Strong earnings beat streak (3/4)
Risks
Single-region cliff: 65% exposure to Americas (≥60% threshold). Regional macroeconomic shock = idiosyncratic terminal risk.
Concentration risk — Geographic: Americas (65.0%)
Concentration risk — Customer: buy-side clients (82.0%)

Key Metrics

P/E (TTM)14.4
P/E (Fwd)11.6
Mkt Cap$8.2B
EV/EBITDA10.4
Profit Mgn24.5%
ROE28.1%
Rev Growth7.1%
Beta0.69
Dividend2.07%
Rating analysts27

Quality Signals

Piotroski F7/9MoatWideCompounder✓

Options Flow

P/C0.61bullish
IV55%elevated
Max Pain$430+91.7% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHGeographicAmericas65%
    10-K Item 1: 'Revenues from the Americas represented 65% of total revenues during fiscal 2025'
  • HIGHCustomerbuy-side clients82%
    10-K Item 1: 'Buy-side clients accounted for approximately 82% of our Organic ASV as of August 31, 2025'
  • MEDIUMSupplierone cloud provider
    10-K Item 1: 'one supplier provided the majority of our cloud computing support for fiscal 2025'

Material Events(8-K, last 90d)

  • 2026-04-08Item 5.02MEDIUM
    CFO Helen Shan transitioning out effective April 13, 2026; Joshua Warren (former CFO of Envestnet, 2023-2025) appointed CFO starting April 13, 2026. Clean handoff.
    SEC filing →
  • 2026-03-04Item 5.02LOW
    Kate Stepp named Chief AI Officer effective March 2, 2026; Bob Stolte assumed CTO role on same date. Role reorganization with successor named; no officer departure without replacement.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
1.1
Revenue Growth
4.3

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

52w Position
0.0
Bollinger
4.6
Support Resistance
4.7
GatesA.R:R 0.1 < 1.5@spotFINSVC REGIONAL CLIFF HARD BLOCKMomentum 5.1<5.5 (soft — BUY_NOW allowed but watch)Death cross exempted (quality + momentum high enough)Momentum 5.1>=4.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 36d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
47 · Neutral
↑ 20D MA↑ 50D MA↓ 200D MADEATH CROSSSupport $198.00Resistance $247.33

Price Targets

$181
$203
$227
A.Upside+1.3%
A.R:R0.1:1
Setup A.R:R (at entry)2.0:1

Position Sizing

ConvictionHigh conviction
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (1.3% upside)
! Reward/Risk 0.1:1 at current price — below 1.5:1 minimum
! FINSVC_REGIONAL_CLIFF:HARD_BLOCK

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-06-25 (36d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is FDS stock a buy right now?

Wait for pullback to $203.36. At $224.35 the A.R:R is 0.1:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $203.36 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Single-region cliff: 65% exposure to Americas (≥60% threshold). Regional macroeconomic shock = idiosyncratic terminal risk.; Concentration risk — Geographic: Americas (65.0%). Chart setup: RSI 47 mid-range, Bollinger mid-band. Wide-moat business. Accumulate on weakness. Target $227.19 (+1.3%), stop $180.57 (−24.2%), Setup A.R:R 2.0:1. Score 5.5/10, moderate confidence.

What is the FDS stock price target?

Take-profit target: $227.19 (+11.5% upside). Target $227.19 (+1.3%), stop $180.57 (−24.2%), Setup A.R:R 2.0:1. Stop-loss: $180.57.

What are the risks of investing in FDS?

Single-region cliff: 65% exposure to Americas (≥60% threshold). Regional macroeconomic shock = idiosyncratic terminal risk.; Concentration risk — Geographic: Americas (65.0%); Concentration risk — Customer: buy-side clients (82.0%).

Is FDS overvalued or undervalued?

FactSet Research Systems Inc. trades at a P/E of 14.4 (forward 11.6). TrendMatrix value score: 7.1/10. Verdict: Buy (Wait for Entry).

What do analysts say about FDS?

27 analysts cover FDS with a consensus score of 2.7/5. Average price target: $252.

What does FactSet Research Systems Inc. do?FactSet Research Systems is a global financial data platform providing analytics, data feeds, and workflow solutions to...

FactSet Research Systems is a global financial data platform providing analytics, data feeds, and workflow solutions to ~9,000 clients with 237K professional users. Revenue is 65% Americas, 25% EMEA, 10% Asia Pacific, primarily from multi-year subscriptions; buy-side clients account for ~82% of Organic ASV. Annual ASV retention exceeded 95%.

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