FactSet Research Systems Inc. FDS | NYSE
$320.05
$7.37 | 2.36%
TREND SIGNAL:
|2026-10-13
|2026-10-13
Company Overview:
Market Cap:
$11.16B
Trailing PE:
—
FWD PE:
—
Payout Ratio (TTM):
42.6%
52-Week Range:
$185.00 - $339.83
10 Year FDS Performance Metrics:
Total Return (with DRIP):
129.7% (8.67% CAGR)
Total Return (no DRIP):
127.7% (8.58% CAGR)
Share Price:
105.9% (7.49% CAGR)
Yield on Cost (with DRIP):
3.33%
Total Invested:
$10,000
Total Value (with DRIP):
$22,968
Total Return $ (with DRIP):
$12,968
Dividend Increase:
132.0% (9.01% CAGR)
Dividend Yield (FWD):
1.45% ($4.64)
FDS 10-yr Total Return ($10K invested)
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
FDS Share Price
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
All
FDS Price CAGR:1Y: 19.92%2Y: -16.60%5Y: -6.33%10Y: 7.49%
FDS Dividend Charts
FDS Dividend CAGR:1Y: 5.45%2Y: 5.61%5Y: 7.18%10Y: 8.78%
FDS Dividend Payout Ratio CAGR:1Y: 19.58%2Y: 16.35%5Y: 2.03%10Y: 1.72%
FDS Dividend to FCF Ratio CAGR:1Y: -8.21%2Y: -3.76%5Y: -7.79%10Y: -2.39%
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Combined 55% Lifetime Discount
FDS Financials: Earnings, Revenue, Cash Flow, Ebitda, Cash/Debt, Shares Float, etc:
FDS Revenue CAGR:1Y: 6.39%2Y: 6.16%5Y: 9.29%10Y: 8.04%
FDS EPS CAGR:1Y: -9.54%2Y: -7.36%5Y: 6.02%10Y: 8.04%
FDS Net Income CAGR:1Y: -14.69%2Y: -10.48%5Y: 4.71%10Y: 6.62%
FDS EBITDA CAGR:1Y: -9.01%2Y: -5.32%5Y: 9.03%10Y: 8.38%
FDS Free Cash Flow CAGR:1Y: 11.13%2Y: 8.23%5Y: 15.87%10Y: 11.10%
FDS Free Cash Flow / Share CAGR:1Y: 14.62%2Y: 10.08%5Y: 16.48%10Y: 12.21%
FDS Operating Income CAGR:1Y: -14.35%2Y: -9.26%5Y: 7.16%10Y: 6.42%
FDS Gross Profit CAGR:1Y: 1.95%2Y: 0.82%5Y: 9.85%10Y: 6.67%
FDS Shares Outstanding CAGR:1Y: -3.90%2Y: -2.20%5Y: -0.81%10Y: -1.08%
FDS Share Buybacks CAGR:1Y: 151.65%2Y: 84.35%5Y: 28.67%10Y: 10.16%
FDS Stock-Based Comp CAGR:1Y: 30.57%2Y: 18.79%5Y: 15.03%10Y: 11.61%
FDS Expenses CAGR:1Y: 20.79%2Y: 19.50%5Y: 10.31%10Y: 13.98%
FDS Revenue CAGR:1Y: 6.39%2Y: 6.16%5Y: 9.29%10Y: 8.04%
FDS Revenue CAGR:1Y: 6.39%2Y: 6.16%5Y: 9.29%10Y: 8.04%
Revenue, EPS, Net Income & Ebitda - Estimates VS Actual:
FDS Actual Revenue CAGR:1Y: 6.39%2Y: 6.16%5Y: 9.29%10Y: 8.04%
FDS Actual EPS CAGR:1Y: -9.54%2Y: -7.36%5Y: 6.02%10Y: 8.04%
FDS Actual Net Income CAGR:1Y: -14.69%2Y: -10.48%5Y: 4.71%10Y: 6.62%
FDS Actual EBITDA CAGR:1Y: -9.01%2Y: -5.32%5Y: 9.03%10Y: 8.38%
Ratios, Profit Margins & Return on Capital:
FDS Net Profit Margin CAGR:1Y: -19.83%2Y: -15.68%5Y: -4.19%10Y: -1.32%
FDS Gross Profit Margin CAGR:1Y: -4.17%2Y: -5.04%5Y: 0.51%10Y: -1.27%
FDS Price to Earnings CAGR:1Y: -34.18%2Y: -11.11%5Y: -8.76%10Y: -2.27%
FDS Price To Sales Ratio CAGR:1Y: -46.14%2Y: -24.19%5Y: -12.19%10Y: -3.34%
FDS Return on Capital Employed CAGR:1Y: 4.62%2Y: -5.83%5Y: -2.63%10Y: -6.21%
FDS Return on Invested Capital CAGR:1Y: -10.20%2Y: -10.24%5Y: -7.20%10Y: -7.28%
FDS Dividends Info:
Annual Dividend:
$4.64
Forward Yield:
1.45%
Ex-Dividend Date:
2026-08-31
Lifetime Dividends / Share:
$46.63
FDS Dividend History: Dates, Payments & Yield list
Below is a schedule of all FDS dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield
| Ex-Date | Payment Date | Amount | Yield | Forward Yield | Price on Ex-Date |
|---|---|---|---|---|---|
| 08/31/2026 | 09/02/2026 | $1.160 | 1.48% | 1.52% | $306.07 |
| 05/29/2026 | 06/01/2026 | $1.160 | 1.89% | 1.71% | $270.85 |
| 02/27/2026 | 03/02/2026 | $1.100 | 2.03% | 2% | $219.94 |
| 11/28/2025 | 12/01/2025 | $1.100 | 1.59% | 1.59% | $277.13 |
| 08/29/2025 | 09/01/2025 | $1.100 | 1.18% | 1.46% | $301.23 |
| 05/30/2025 | 06/02/2025 | $1.100 | 0.96% | 0.96% | $456.56 |
| 02/28/2025 | 03/03/2025 | $1.040 | 0.9% | 0.91% | $458.09 |
| 11/29/2024 | 12/02/2024 | $1.040 | 0.85% | 0.85% | $489.47 |
| 08/29/2024 | 09/19/2024 | $1.040 | 1.03% | 0.89% | $469.48 |
| 08/30/2024 | 09/02/2024 | $1.040 | 0.98% | 0.89% | $469.48 |
| 05/31/2024 | 06/03/2024 | $1.040 | 1.03% | 1.05% | $394.89 |
| 02/28/2024 | 03/01/2024 | $0.980 | 0.84% | 0.85% | $461.32 |
| 11/29/2023 | 12/01/2023 | $0.980 | 0.86% | 0.86% | $455.17 |
| 08/30/2023 | 09/01/2023 | $0.980 | 0.9% | 0.9% | $435.48 |
| 05/30/2023 | 06/01/2023 | $0.980 | 1.01% | 1% | $390.29 |
| 02/27/2023 | 03/01/2023 | $0.890 | 0.85% | 0.86% | $412.77 |
| 11/29/2022 | 12/15/2022 | $0.890 | 0.79% | 0.83% | $431.06 |
| 08/30/2022 | 09/15/2022 | $0.890 | 0.81% | 0.8% | $446.67 |
| 05/27/2022 | 06/16/2022 | $0.890 | 0.92% | 1.02% | $348.71 |
| 02/25/2022 | 03/17/2022 | $0.820 | 0.81% | 0.77% | $427.14 |
| 11/29/2021 | 12/16/2021 | $0.820 | 0.7% | 0.7% | $471.40 |
| 08/30/2021 | 09/16/2021 | $0.820 | 0.86% | 0.86% | $382.18 |
| 05/27/2021 | 06/17/2021 | $0.820 | 0.99% | 1% | $328.58 |
| 02/25/2021 | 03/18/2021 | $0.770 | 1.05% | 0.99% | $310.10 |
| 11/27/2020 | 12/17/2020 | $0.770 | 0.95% | 0.89% | $345.23 |
| 08/28/2020 | 09/17/2020 | $0.770 | 0.87% | 0.92% | $333.04 |
| 05/28/2020 | 06/18/2020 | $0.770 | 1.02% | 1.02% | $301.43 |
| 02/27/2020 | 03/19/2020 | $0.720 | 1.03% | 1.23% | $235.04 |
| 11/27/2019 | 12/19/2019 | $0.720 | 1.1% | 1.07% | $269.82 |
| 08/29/2019 | 09/19/2019 | $0.720 | 1.06% | 1.01% | $285.01 |
| 05/30/2019 | 06/18/2019 | $0.720 | 1.04% | 0.96% | $300.40 |
| 02/27/2019 | 03/19/2019 | $0.640 | 1.09% | 1.07% | $239.23 |
| 11/29/2018 | 12/18/2018 | $0.640 | 1.1% | 1.23% | $208.37 |
| 08/30/2018 | 09/18/2018 | $0.640 | 1.13% | 1.1% | $232.97 |
| 05/30/2018 | 06/19/2018 | $0.640 | 1.27% | 1.2% | $213.91 |
| 02/27/2018 | 03/20/2018 | $0.560 | 1.1% | 1.04% | $215.63 |
| 11/29/2017 | 12/19/2017 | $0.560 | 1.13% | 1.19% | $187.46 |
| 08/29/2017 | 09/19/2017 | $0.560 | 1.44% | 1.37% | $163.05 |
| 05/26/2017 | 06/20/2017 | $0.560 | 1.38% | 1.34% | $167.75 |
| 02/24/2017 | 03/21/2017 | $0.500 | 1.1% | 1.13% | $176.26 |
| 11/28/2016 | 12/20/2016 | $0.500 | 1.25% | 1.24% | $161.28 |
| 08/29/2016 | 09/20/2016 | $0.500 | 1.12% | 1.14% | $175.93 |
| 05/26/2016 | 06/21/2016 | $0.500 | 1.28% | 1.26% | $158.25 |
| 02/25/2016 | 03/15/2016 | $0.440 | 1.16% | 1.2% | $146.67 |
| 11/25/2015 | 12/15/2015 | $0.440 | 1.04% | 1.08% | $162.59 |
| 08/27/2015 | 09/15/2015 | $0.440 | 1.1% | 1.06% | $166.36 |
| 05/27/2015 | 06/16/2015 | $0.440 | 1.06% | 1.09% | $161.74 |
| 02/25/2015 | 03/17/2015 | $0.390 | 0.99% | 0.98% | $158.96 |
| 11/25/2014 | 12/16/2014 | $0.390 | 1.14% | 1.15% | $135.83 |
| 08/27/2014 | 09/16/2014 | $0.390 | 1.22% | 1.23% | $126.76 |
| 05/28/2014 | 06/17/2014 | $0.390 | 1.46% | 1.33% | $117.00 |
| 02/26/2014 | 03/18/2014 | $0.350 | 1.35% | 1.22% | $114.65 |
| 11/26/2013 | 12/17/2013 | $0.350 | 1.23% | 1.28% | $109.62 |
| 08/28/2013 | 09/17/2013 | $0.350 | 1.35% | 1.27% | $110.31 |
| 05/29/2013 | 06/18/2013 | $0.350 | 1.43% | 1.41% | $99.12 |
| 02/26/2013 | 03/19/2013 | $0.310 | 1.28% | 1.34% | $92.82 |
| 11/28/2012 | 12/18/2012 | $0.310 | 1.34% | 1.35% | $92.19 |
| 08/29/2012 | 09/18/2012 | $0.310 | 1.34% | 1.21% | $102.66 |
| 05/29/2012 | 06/19/2012 | $0.310 | 1.15% | 1.31% | $94.57 |
| 02/27/2012 | 03/20/2012 | $0.270 | 1.21% | 1.09% | $98.91 |
| 11/28/2011 | 12/20/2011 | $0.270 | 1.19% | 1.22% | $88.77 |
| 08/29/2011 | 09/20/2011 | $0.270 | 1.24% | 1.19% | $90.88 |
| 05/26/2011 | 06/21/2011 | $0.270 | 1% | 1.07% | $100.90 |
| 02/24/2011 | 03/15/2011 | $0.230 | 0.91% | 0.94% | $98.26 |
| 11/26/2010 | 12/21/2010 | $0.230 | 1.02% | 0.97% | $94.54 |
| 08/27/2010 | 09/21/2010 | $0.230 | 1.24% | 1.09% | $84.09 |
| 05/26/2010 | 06/15/2010 | $0.230 | 1.38% | 1.29% | $71.27 |
| 02/24/2010 | 03/16/2010 | $0.200 | 1.21% | 1.08% | $73.89 |
| 11/25/2009 | 12/15/2009 | $0.200 | 1.09% | 1.2% | $66.84 |
| 08/27/2009 | 09/15/2009 | $0.200 | 1.43% | 1.3% | $61.37 |
| 05/27/2009 | 06/16/2009 | $0.200 | 1.5% | 1.6% | $50.00 |
| 02/25/2009 | 03/17/2009 | $0.180 | 1.8% | 1.71% | $41.99 |
| 11/25/2008 | 12/16/2008 | $0.180 | 1.92% | 1.8% | $39.95 |
| 08/27/2008 | 09/16/2008 | $0.180 | 1.14% | 1.33% | $54.00 |
| 05/27/2008 | 06/17/2008 | $0.180 | 1.14% | 1.08% | $66.44 |
| 02/27/2008 | 03/18/2008 | $0.120 | 0.88% | 0.92% | $52.43 |
| 11/28/2007 | 12/18/2007 | $0.120 | 0.76% | 0.81% | $59.30 |
| 08/29/2007 | 09/18/2007 | $0.120 | 0.85% | 0.79% | $60.76 |
| 05/29/2007 | 06/19/2007 | $0.120 | 0.75% | 0.7% | $68.09 |
| 02/26/2007 | 03/20/2007 | $0.060 | 0.39% | 0.37% | $64.70 |
| 11/28/2006 | 12/19/2006 | $0.060 | 0.46% | 0.42% | $56.62 |
| 08/29/2006 | 09/19/2006 | $0.060 | 0.55% | 0.5% | $48.10 |
| 05/26/2006 | 06/20/2006 | $0.060 | 0.51% | 0.52% | $46.18 |
| 02/24/2006 | 03/21/2006 | $0.050 | 0.5% | 0.46% | $43.31 |
| 11/28/2005 | 12/21/2005 | $0.050 | 0.53% | 0.48% | $42.04 |
| 08/29/2005 | 09/21/2005 | $0.050 | 0.58% | 0.53% | $37.80 |
| 05/26/2005 | 06/17/2005 | $0.050 | 0.63% | 0.59% | $33.65 |
| 02/24/2005 | 03/21/2005 | $0.050 | 0.63% | 0.61% | $32.80 |
| 11/26/2004 | 12/21/2004 | $0.047 | 0.54% | 0.52% | $35.77 |
| 12/09/2004 | 12/13/2004 | $0.047 | 0.56% | 0.56% | $33.27 |
| 08/27/2004 | 09/21/2004 | $0.047 | 0.61% | 0.57% | $32.60 |
| 05/26/2004 | 06/18/2004 | $0.047 | 0.63% | 0.57% | $32.50 |
| 02/25/2004 | 03/19/2004 | $0.040 | 0.65% | 0.59% | $26.91 |
| 11/25/2003 | 12/19/2003 | $0.040 | 0.58% | 0.64% | $25.17 |
| 08/27/2003 | 09/19/2003 | $0.040 | 0.5% | 0.52% | $31.05 |
| 05/28/2003 | 06/20/2003 | $0.040 | 0.64% | 0.57% | $28.00 |
| 02/26/2003 | 03/21/2003 | $0.033 | 0.8% | 0.61% | $21.90 |
| 11/26/2002 | 12/20/2002 | $0.033 | 0.68% | 0.7% | $19.09 |
| 08/28/2002 | 09/20/2002 | $0.033 | 0.82% | 0.77% | $17.30 |
| 05/29/2002 | 06/21/2002 | $0.033 | 0.62% | 0.69% | $19.45 |
| 02/26/2002 | 03/21/2002 | $0.027 | 0.47% | 0.43% | $24.83 |
| 11/28/2001 | 12/21/2001 | $0.027 | 0.54% | 0.46% | $23.05 |
| 08/29/2001 | 09/21/2001 | $0.027 | 0.63% | 0.69% | $15.47 |
| 05/29/2001 | 06/21/2001 | $0.027 | 0.39% | 0.51% | $21.09 |
| 02/26/2001 | 03/21/2001 | $0.020 | 0.36% | 0.39% | $20.47 |
| 11/28/2000 | 12/21/2000 | $0.020 | 0.35% | 0.37% | $21.87 |
| 08/29/2000 | 09/21/2000 | $0.020 | 0.36% | 0.32% | $25.08 |
| 05/26/2000 | 06/21/2000 | $0.020 | 0.49% | 0.44% | $18.29 |
| 02/25/2000 | 03/21/2000 | $0.010 | 0.22% | 0.21% | $19.33 |
| 11/26/1999 | 12/21/1999 | $0.017 | 0.32% | 0.27% | $24.73 |
| 08/27/1999 | 09/20/1999 | $0.017 | 0.44% | 0.36% | $18.27 |
| 05/26/1999 | 06/21/1999 | $0.017 | 0.45% | 0.37% | $18.00 |
| 02/24/1999 | 03/22/1999 | $0.017 | 0.46% | 0.51% | $13.15 |
Projected Future Returns & Dividends for FDS
Based on past 10-year performance, here are FDS growth metrics:
Share price CAGR of +7.49%
Dividend CAGR of +8.83%
Using FDS CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:
| FDS (DRIP) | FDS - No DRIP | |
|---|---|---|
| Current Price | $320.05 | $320.05 |
| Start Shares | 31.25 | 31.25 |
| Start Value | $10,000 | $10,000 |
| After 10 years: | ||
| Final Share Count | 36.41 | 31.25 |
| Dividends Payment | $2.70 | $2.70 |
| Annual Dividends | $394 | $338 |
| Yield on cost | 3.94% | 3.38% |
| Share Price | $658.90 | $658.90 |
| Total Dividends | $2,377 | $2,184 |
| Final Value | $23,993 | $22,772 |
Estimated Future Value + Dividends - FDS
NOTE: Above numbers are our estimate based on FDS's Dividend and Price CAGR over past 10 years.
These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.
We cannot guarantee that your actual returns will meet these estimates.
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Company Info
FactSet Research Systems Inc. (FDS) had its IPO on 1996-06-28, and is traded on NYSE stock exchange.
FactSet Research Systems Inc. is a financial intelligence firm providing a comprehensive suite of integrated data and analytical software. The company serves the global investment community, with its operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. FactSet delivers critical insights and information through specialized workflow solutions covering research, analytics, and trading, complemented by its content, technology platforms, and wealth management resources. Its diverse clientele includes portfolio managers, investment banks, asset managers, wealth advisors, corporate entities, and various other financial sector organizations. FactSet was established in 1978 and is headquartered in Norwalk, Connecticut.
FDS website: https://www.factset.com
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DCF Model — FDS
Value from:
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The full DCF valuation — fair value, implied growth and the price path — is a paid feature.
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Pay up to today
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vs current price $320.05
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Cash flow & implied price by year
FCF is negative or missing for this company (common for banks) — the model discounts EPS instead.
EPS is negative or missing for this company — Simple mode uses free cash flow per share instead.
Free cash flow today
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grows for the next years
Then mature
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every future dollar counted back to today
Pile of today-dollars
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÷ shares
Implied price path
| Year | FCF | Implied price |
|---|
Sensitivity — fair value: growth ↓ × target return →
