Index S&P 500
P/E 35.54
EPS (ttm) 12.63
Insider Own 0.22%
Shs Outstand 38.12M
Perf Week 2.21%
Market Cap 17.11B
Forward P/E 25.49
EPS next Y 17.61
Insider Trans -44.14%
Shs Float 38.03M
Perf Month 4.52%
Income 489.24M
PEG 3.63
EPS next Q 3.90
Inst Own 93.50%
Short Float 4.67%
Perf Quarter -2.08%
Sales 2.15B
P/S 7.94
EPS this Y 10.24%
Inst Trans 0.94%
Short Ratio 7.02
Perf Half Y -2.11%
Book/sh 47.26
P/B 9.50
EPS next Y 9.79%
ROA 12.24%
Short Interest 1.78M
Perf Year 13.85%
Cash/sh 11.81
P/C 38.01
EPS next 5Y 9.80%
ROE 28.70%
52W Range 380.96 - 488.64
Perf YTD -5.91%
Dividend Est. 4.04 (0.90%)
P/FCF 28.08
EPS past 5Y 12.16%
ROI 14.07%
52W High -8.14%
Beta 0.76
Dividend TTM 3.92 (0.87%)
Quick Ratio 1.79
Sales past 5Y 9.18%
Gross Margin 53.01%
52W Low 17.83%
ATR (14) 6.48
Dividend Ex-Date May 31, 2024
Current Ratio 1.79
EPS Y/Y TTM 9.26%
Oper. Margin 33.05%
RSI (14) 63.82
Volatility 1.14% 1.51%
Employees 12237
Debt/Eq 0.95
Sales Y/Y TTM 7.26%
Profit Margin 22.72%
Recom 3.04
Target Price 460.98
Option/Short Yes / Yes
LT Debt/Eq 0.93
EPS Q/Q 8.02%
Payout 31.07%
Rel Volume 1.77
Prev Close 445.52
Sales Surprise -0.15%
EPS Surprise 8.25%
Sales Q/Q 5.99%
Earnings Mar 21 BMO
Avg Volume 253.23K
Price 448.88
SMA20 4.16%
SMA50 1.38%
SMA200 0.28%
Trades
Volume 447,158
Change 0.75%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-11-24 Initiated
Wolfe Research
Underperform
$430
Mar-22-24 Downgrade
Barclays
Overweight → Equal Weight
$480 → $460
Dec-08-23 Downgrade
Deutsche Bank
Buy → Hold
$471 → $480
Aug-25-23 Downgrade
RBC Capital Mkts
Outperform → Sector Perform
$500 → $464
Jun-15-23 Resumed
BofA Securities
Neutral
May-15-23 Initiated
BMO Capital Markets
Market Perform
$424
May-09-23 Initiated
Wells Fargo
Equal Weight
$435
Mar-28-23 Upgrade
Redburn
Sell → Neutral
Jan-12-23 Upgrade
Credit Suisse
Neutral → Outperform
$485 → $500
Aug-26-22 Upgrade
Deutsche Bank
Hold → Buy
$507
May-17-22 Initiated
Redburn
Sell
Mar-30-22 Initiated
Deutsche Bank
Hold
$453
Dec-14-21 Upgrade
Northcoast
Sell → Neutral
Sep-30-21 Upgrade
UBS
Sell → Neutral
$303 → $415
Aug-25-21 Upgrade
Barclays
Equal Weight → Overweight
$340 → $450
Jul-08-21 Initiated
RBC Capital Mkts
Outperform
$375
Jun-11-20 Downgrade
Northcoast
Neutral → Sell
Jun-01-20 Resumed
Oppenheimer
Perform
Nov-22-19 Initiated
Jefferies
Hold
Sep-27-19 Downgrade
BofA/Merrill
Neutral → Underperform
$230
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(Thomson Reuters StreetEvents)
Sep-21-23 02:37PM
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Sep-13-23 01:22PM
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Aug-31-23 12:03PM
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FactSet Research Systems Inc. (the Company or FactSet) is a global provider of integrated financial information, analytical applications and services for the investment and corporate communities. Since inception, global financial professionals have utilized the Company's content and multi-asset class solutions across each stage of the investment process. FactSet's goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis, in which the Company serves the front, middle, and back offices to drive productivity and improved performance. FactSet's flexible, open data and technology solutions can be implemented both across the investment portfolio lifecycle or as standalone components serving different workflows in the organization. FactSet is focused on growing the business throughout each of its three segments, the Americas, EMEA (formerly known as Europe), and Asia Pacific. The Company primarily delivers insight and information through the workflow solutions of Research, Analytics and Trading, Content and Technology Solutions (CTS) and Wealth. FactSet currently serves financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet provides both insights on global market trends and intelligence on companies and industries, as well as capabilities to monitor portfolio risk and performance and to execute trades. The Company combines dedicated client service with open and flexible technology offerings, such as a configurable desktop and mobile platform, comprehensive data feeds, an open marketplace and digital portals and application programming interfaces (APIs). The Company's revenue is primarily derived from subscriptions to products and services such as workstations, analytics, enterprise data, and research management. FactSet Research Systems was founded by Howard E. Wille and Charles J. Snyder in September 1978 and is headquartered in Norwalk, CT.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Skoko Goran EVP, Dealmakers & Wealth May 15 '24 Sale 445.81 1,500 668,715 3,762 May 16 04:09 PM Skoko Goran EVP, Dealmakers & Wealth May 10 '24 Option Exercise 189.98 6,215 1,180,726 11,477 May 10 05:02 PM Skoko Goran EVP, Dealmakers & Wealth May 10 '24 Sale 436.40 6,215 2,712,195 5,262 May 10 05:02 PM Robie Robert J. EVP, Institutional Buyside May 06 '24 Option Exercise 234.63 3,466 813,223 5,821 May 06 05:04 PM Robie Robert J. EVP, Institutional Buyside May 06 '24 Sale 431.48 4,336 1,870,897 1,485 May 06 05:04 PM Skoko Goran EVP, Dealmakers & Wealth May 03 '24 Option Exercise 152.28 4,106 625,262 9,368 May 06 05:03 PM Shan Helen L. EVP, Chief Revenue Officer May 03 '24 Option Exercise 0.00 1,807 0 5,084 May 06 04:13 PM Skoko Goran EVP, Dealmakers & Wealth May 03 '24 Sale 428.57 4,106 1,759,710 5,262 May 06 05:03 PM Snow Frederick Philip Chief Executive Officer May 01 '24 Option Exercise 164.90 3,000 494,700 15,915 May 01 04:07 PM Snow Frederick Philip Chief Executive Officer May 01 '24 Sale 415.26 3,000 1,245,780 12,915 May 01 04:07 PM Moskoff Gregory T MD,Controller and CAO Apr 30 '24 Sale 419.50 330 138,435 72 Apr 30 04:50 PM Snow Frederick Philip Chief Executive Officer Apr 01 '24 Option Exercise 164.90 3,000 494,700 15,915 Apr 01 05:10 PM Snow Frederick Philip Chief Executive Officer Apr 01 '24 Sale 452.10 3,000 1,356,300 12,915 Apr 01 05:10 PM Snow Frederick Philip Chief Executive Officer Mar 01 '24 Option Exercise 164.90 3,000 494,700 15,915 Mar 01 04:02 PM Snow Frederick Philip Chief Executive Officer Mar 01 '24 Sale 461.55 3,000 1,384,650 12,915 Mar 01 04:02 PM Stern Rachel Rebecca EVP, Chief Legal Officer Feb 02 '24 Option Exercise 221.88 9,247 2,051,724 11,297 Feb 05 03:30 PM Stern Rachel Rebecca EVP, Chief Legal Officer Feb 02 '24 Sale 480.19 9,247 4,440,317 2,050 Feb 05 03:30 PM Snow Frederick Philip Chief Executive Officer Feb 01 '24 Option Exercise 164.90 3,000 494,700 15,915 Feb 01 04:04 PM Snow Frederick Philip Chief Executive Officer Feb 01 '24 Sale 476.02 3,000 1,428,060 12,915 Feb 01 04:04 PM ABRAMS ROBIN ANN Director Jan 02 '24 Option Exercise 170.24 3,086 525,361 11,338 Jan 03 04:06 PM Snow Frederick Philip Chief Executive Officer Jan 02 '24 Option Exercise 164.90 3,000 494,700 15,915 Jan 03 04:04 PM Snow Frederick Philip Chief Executive Officer Jan 02 '24 Sale 450.50 3,000 1,351,500 12,915 Jan 03 04:04 PM SIEGEL LAURIE Director Dec 28 '23 Option Exercise 197.75 1,500 296,625 2,095 Dec 29 04:09 PM SIEGEL LAURIE Director Dec 28 '23 Sale 475.84 1,500 713,760 595 Dec 29 04:09 PM Stepp Katherine M Chief Technology Officer (CTO) Dec 26 '23 Option Exercise 152.28 1,014 154,412 1,701 Dec 27 04:38 PM Stepp Katherine M Chief Technology Officer (CTO) Dec 26 '23 Sale 469.25 1,014 475,820 687 Dec 27 04:38 PM Stern Rachel Rebecca EVP, Chief Legal Officer Dec 21 '23 Option Exercise 189.98 6,215 1,180,726 8,265 Dec 26 04:08 PM Robie Robert J. EVP, Institutional Buyside Dec 21 '23 Option Exercise 202.15 4,519 913,504 6,874 Dec 26 04:06 PM Stern Rachel Rebecca EVP, Chief Legal Officer Dec 21 '23 Sale 462.11 6,215 2,872,013 2,050 Dec 26 04:08 PM Robie Robert J. EVP, Institutional Buyside Dec 21 '23 Sale 461.30 4,519 2,084,633 2,355 Dec 26 04:06 PM Ellis Christopher R EVP, Initiatives & P'ships Dec 20 '23 Option Exercise 131.31 9,291 1,220,001 32,724 Dec 21 06:02 PM Ellis Christopher R EVP, Initiatives & P'ships Dec 20 '23 Sale 450.76 9,291 4,188,017 23,433 Dec 21 06:02 PM Snow Frederick Philip Chief Executive Officer Dec 04 '23 Option Exercise 164.90 3,000 494,700 15,915 Dec 04 04:32 PM Snow Frederick Philip Chief Executive Officer Dec 04 '23 Sale 452.79 3,000 1,358,370 12,915 Dec 04 04:32 PM Stern Rachel Rebecca EVP, Chief Legal Officer Nov 13 '23 Option Exercise 152.28 6,339 965,303 8,389 Nov 13 04:22 PM Skoko Goran EVP, Dealmakers & Wealth Nov 13 '23 Option Exercise 152.28 3,500 532,980 8,762 Nov 13 04:19 PM Stern Rachel Rebecca EVP, Chief Legal Officer Nov 13 '23 Sale 450.00 6,339 2,852,550 2,050 Nov 13 04:22 PM Skoko Goran EVP, Dealmakers & Wealth Nov 13 '23 Sale 450.68 3,500 1,577,380 5,262 Nov 13 04:19 PM Karnovsky Kristina W EVP, Chief Product Officer Nov 03 '23 Option Exercise 159.82 1,371 219,111 2,210 Nov 03 08:13 PM Karnovsky Kristina W EVP, Chief Product Officer Nov 03 '23 Sale 447.75 1,371 613,865 839 Nov 03 08:13 PM Snow Frederick Philip Chief Executive Officer Nov 01 '23 Option Exercise 164.90 3,000 494,700 11,317 Nov 03 08:11 PM Snow Frederick Philip Chief Executive Officer Nov 01 '23 Sale 433.78 3,000 1,301,340 8,317 Nov 03 08:11 PM Costigan John Chief Data Officer Oct 16 '23 Option Exercise 175.15 1,162 203,528 1,607 Oct 18 04:55 PM Costigan John Chief Data Officer Oct 16 '23 Sale 450.97 1,162 524,027 445 Oct 18 04:55 PM Snow Frederick Philip Chief Executive Officer Oct 02 '23 Option Exercise 164.90 3,000 494,700 11,247 Oct 02 04:36 PM Snow Frederick Philip Chief Executive Officer Oct 02 '23 Sale 435.85 3,000 1,307,550 8,247 Oct 02 04:36 PM Stepp Katherine M Chief Technology Officer (CTO) Sep 29 '23 Option Exercise 152.10 1,805 274,540 2,256 Oct 02 04:34 PM Stepp Katherine M Chief Technology Officer (CTO) Sep 29 '23 Sale 444.85 1,805 802,954 451 Oct 02 04:34 PM Robie Robert J. EVP, Institutional Buyside Sep 27 '23 Option Exercise 192.68 3,000 578,040 4,436 Sep 28 04:16 PM Robie Robert J. EVP, Institutional Buyside Sep 27 '23 Sale 431.34 3,000 1,294,020 1,436 Sep 28 04:16 PM Snow Frederick Philip Chief Executive Officer Sep 01 '23 Option Exercise 164.90 3,000 494,700 11,247 Sep 01 04:23 PM Snow Frederick Philip Chief Executive Officer Sep 01 '23 Sale 438.78 3,000 1,316,340 8,247 Sep 01 04:23 PM Snow Frederick Philip Chief Executive Officer Aug 01 '23 Option Exercise 164.90 3,000 494,700 11,247 Aug 01 04:51 PM Snow Frederick Philip Chief Executive Officer Aug 01 '23 Sale 433.22 3,000 1,299,660 8,247 Aug 01 04:51 PM
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