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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.
