Factset Research Systems Stock Analysis

FDS Stock  USD 454.39  7.01  1.57%   
FactSet Research Systems is fairly valued with Real Value of 452.31 and Target Price of 445.0. The main objective of FactSet Research stock analysis is to determine its intrinsic value, which is an estimate of what FactSet Research Systems is worth, separate from its market price. There are two main types of FactSet Research's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect FactSet Research's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of FactSet Research's stock to identify patterns and trends that may indicate its future price movements.
The FactSet Research stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. FactSet Research is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. FactSet Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and FactSet Research's ongoing operational relationships across important fundamental and technical indicators.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in FactSet Research Systems. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment.

FactSet Stock Analysis Notes

About 93.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 2.39. FactSet Research Systems recorded earning per share (EPS) of 12.34. The entity last dividend was issued on the 28th of February 2024. The firm had 3:2 split on the 7th of February 2005. FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut. Factset Research operates under Financial Data Stock Exchanges classification in the United States and is traded on New York Stock Exchange. It employs 11203 people. To learn more about FactSet Research Systems call Frederick Snow at 203 810 1000 or check out https://www.factset.com.

FactSet Research Quarterly Total Revenue

545.95 Million

FactSet Research Systems Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. FactSet Research's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding FactSet Research Systems or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
FactSet Research generated a negative expected return over the last 90 days
FactSet Research has a strong financial position based on the latest SEC filings
Over 93.0% of the company shares are owned by institutional investors
On 21st of March 2024 FactSet Research paid $ 0.98 per share dividend to its current shareholders
Latest headline from finnewsnetwork.com.au: SP 500 sets new high as market bounces back

FactSet Research Systems Upcoming and Recent Events

Earnings reports are used by FactSet Research to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to FactSet Research previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
28th of March 2024
Upcoming Quarterly Report
View
27th of June 2024
Next Financial Report
View
29th of February 2024
Next Fiscal Quarter End
View
19th of September 2024
Next Fiscal Year End
View
30th of November 2023
Last Quarter Report
View
31st of August 2023
Last Financial Announcement
View

FactSet Largest EPS Surprises

Earnings surprises can significantly impact FactSet Research's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
1999-12-14
1999-11-300.10.110.0110 
1999-09-14
1999-08-310.090.10.0111 
1998-12-15
1998-11-300.080.090.0112 
View All Earnings Estimates

FactSet Research Thematic Classifications

In addition to having FactSet Research stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.

FactSet Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as FactSet Research is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading FactSet Research Systems backward and forwards among themselves. FactSet Research's institutional investor refers to the entity that pools money to purchase FactSet Research's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Amundi2023-12-31
572 K
Jpmorgan Chase & Co2023-12-31
552.2 K
Champlain Investment Partners, Llc2023-12-31
420.3 K
Northern Trust Corp2023-12-31
381.5 K
Massachusetts Financial Services Company2023-12-31
368.8 K
Fiera Capital Corporation2023-12-31
359.1 K
Goldman Sachs Group Inc2023-12-31
358.2 K
Charles Schwab Investment Management Inc2023-12-31
355.3 K
Legal & General Group Plc2023-12-31
329.9 K
Vanguard Group Inc2023-12-31
4.6 M
Blackrock Inc2023-12-31
3.5 M
Note, although FactSet Research's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

FactSet Market Capitalization

The company currently falls under 'Large-Cap' category with a total capitalization of 17.04 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate FactSet Research's market, we take the total number of its shares issued and multiply it by FactSet Research's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

FactSet Profitablity

FactSet Research's profitability indicators refer to fundamental financial ratios that showcase FactSet Research's ability to generate income relative to its revenue or operating costs. If, let's say, FactSet Research is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, FactSet Research's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of FactSet Research's profitability requires more research than a typical breakdown of FactSet Research's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.23 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.33 %, which entails that for every 100 dollars of revenue, it generated $0.33 of operating income.
Last ReportedProjected for 2024
Return On Capital Employed 0.21  0.20 
Return On Assets 0.11  0.17 
Return On Equity 0.29  0.26 

Management Efficiency

FactSet Research Systems has Return on Asset of 0.1072 % which means that on every $100 spent on assets, it made $0.1072 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2871 %, implying that it generated $0.2871 on every 100 dollars invested. FactSet Research's management efficiency ratios could be used to measure how well FactSet Research manages its routine affairs as well as how well it operates its assets and liabilities. Return On Assets is likely to gain to 0.17 in 2024, whereas Return On Capital Employed is likely to drop 0.20 in 2024. At this time, FactSet Research's Return On Assets are comparatively stable compared to the past year. Asset Turnover is likely to gain to 1.08 in 2024, despite the fact that Net Tangible Assets are likely to grow to (1.1 B).
Last ReportedProjected for 2024
Price Book Value Ratio 11.83  12.34 
Enterprise Value Multiple 25.52  22.72 
Price Fair Value 11.83  12.34 
The analysis of FactSet Research's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze FactSet Research's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of FactSet Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
0.0088
Forward Dividend Yield
0.0088
Forward Dividend Rate
3.92
Beta
0.731

Technical Drivers

As of the 28th of March, FactSet Research shows the Coefficient Of Variation of (2,227), standard deviation of 1.39, and Mean Deviation of 0.9077. FactSet Research Systems technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to break down thirteen technical drivers for FactSet Research Systems, which can be compared to its rivals. Please confirm FactSet Research Systems market risk adjusted performance, information ratio, as well as the relationship between the Information Ratio and skewness to decide if FactSet Research Systems is priced favorably, providing market reflects its regular price of 454.39 per share. Given that FactSet Research has information ratio of (0.14), we urge you to verify FactSet Research Systems's prevailing market performance to make sure the company can sustain itself at a future point.

FactSet Research Systems Price Movement Analysis

Execute Study
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. FactSet Research middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for FactSet Research Systems. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

FactSet Research Outstanding Bonds

FactSet Research issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. FactSet Research Systems uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most FactSet bonds can be classified according to their maturity, which is the date when FactSet Research Systems has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

FactSet Research Predictive Daily Indicators

FactSet Research intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of FactSet Research stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

FactSet Research Corporate Filings

8K
21st of March 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
1st of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
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13A
14th of February 2024
An amended filing to the original Schedule 13G
ViewVerify
13A
13th of February 2024
An amended filing to the original Schedule 13G
ViewVerify
F4
5th of February 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
1st of February 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
13A
24th of January 2024
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
ViewVerify
F4
18th of January 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify

FactSet Research Forecast Models

FactSet Research's time-series forecasting models are one of many FactSet Research's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary FactSet Research's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About FactSet Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how FactSet Research prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling FactSet shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as FactSet Research. By using and applying FactSet Stock analysis, traders can create a robust methodology for identifying FactSet entry and exit points for their positions.
Last ReportedProjected for 2024
Pretax Profit Margin 0.32  0.34 
Operating Profit Margin 0.30  0.35 
Net Profit Margin 0.20  0.18 
Gross Profit Margin 0.61  0.70 

Current FactSet Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. FactSet analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. FactSet analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
445.0Hold18Odds
FactSet Research Systems current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most FactSet analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand FactSet stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of FactSet Research Systems, talking to its executives and customers, or listening to FactSet conference calls.
FactSet Analyst Advice Details

FactSet Stock Analysis Indicators

FactSet Research Systems stock analysis indicators help investors evaluate how FactSet Research stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading FactSet Research shares will generate the highest return on investment. By understating and applying FactSet Research stock analysis, traders can identify FactSet Research position entry and exit signals to maximize returns.
Begin Period Cash Flow503.3 M
Long Term Debt1.6 B
Common Stock Shares Outstanding38.9 M
Total Stockholder Equity1.6 B
Total Cashflows From Investing Activities-95.4 M
Tax Provision116.8 M
Quarterly Earnings Growth Y O Y0.08
Property Plant And Equipment Net227.9 M
Cash And Short Term Investments457.7 M
Cash425.4 M
Accounts Payable120.8 M
Net Debt1.4 B
50 Day M A467.6708
Total Current Liabilities467.3 M
Other Operating Expenses1.4 B
Non Current Assets Total3.2 B
Forward Price Earnings28.0899
Non Currrent Assets Other69.2 M
Stock Based Compensation62 M
When determining whether FactSet Research Systems is a strong investment it is important to analyze FactSet Research's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact FactSet Research's future performance. For an informed investment choice regarding FactSet Stock, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in FactSet Research Systems. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment.
Note that the FactSet Research Systems information on this page should be used as a complementary analysis to other FactSet Research's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

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When running FactSet Research's price analysis, check to measure FactSet Research's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy FactSet Research is operating at the current time. Most of FactSet Research's value examination focuses on studying past and present price action to predict the probability of FactSet Research's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move FactSet Research's price. Additionally, you may evaluate how the addition of FactSet Research to your portfolios can decrease your overall portfolio volatility.
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Is FactSet Research's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of FactSet Research. If investors know FactSet will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about FactSet Research listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.08
Dividend Share
3.92
Earnings Share
12.34
Revenue Per Share
56.495
Quarterly Revenue Growth
0.06
The market value of FactSet Research Systems is measured differently than its book value, which is the value of FactSet that is recorded on the company's balance sheet. Investors also form their own opinion of FactSet Research's value that differs from its market value or its book value, called intrinsic value, which is FactSet Research's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because FactSet Research's market value can be influenced by many factors that don't directly affect FactSet Research's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between FactSet Research's value and its price as these two are different measures arrived at by different means. Investors typically determine if FactSet Research is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, FactSet Research's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.