FactSet Research Systems Started With Underperform Rating at Wolfe

FactSet Research Systems Inc. (NYSE:FDS) is a leading provider of integrated financial information and analytical applications to the global investment community. The company offers a wide range of services, including data feeds, portfolio analytics, and research management solutions. FactSet competes with other financial data providers like Bloomberg and Thomson Reuters.

On September 18, 2025, FactSet reported earnings per share (EPS) of $4.05, which was below the estimated $4.13. This represents an earnings surprise of -2.41%, as highlighted by Zacks. Despite this, the company showed growth compared to the same quarter last year, where EPS was $3.74. This indicates a year-over-year improvement in earnings.

FactSet's revenue for the fourth quarter was $596.9 million, surpassing the estimated $592.8 million. This revenue figure also exceeded the Zacks Consensus Estimate by 0.73% and marked a 6.2% increase from the $562.19 million reported in the same period in 2024. This consistent revenue growth reflects the company's strong market position and demand for its services.

For the full fiscal year 2025, FactSet reported GAAP revenues of $2.32 billion, a 5.4% increase from the previous year. The company's organic Annual Subscription Value (ASV) also grew by 5.7% to $2.37 billion. These figures highlight FactSet's ability to expand its customer base and increase subscription revenue.

FactSet's financial health is further supported by its operating margins. The fourth-quarter GAAP operating margin improved by approximately 700 basis points to 29.7%. However, the adjusted operating margin decreased by 200 basis points to 33.8%. For the fiscal year, the GAAP operating margin was 32.2%, while the adjusted operating margin was 36.3%. These metrics indicate efficient cost management and profitability.

• FactSet Research Systems Inc. (NYSE:FDS) is expected to report an earnings per share (EPS) of $4.15 and revenue of approximately $593.4 million for the quarter ending August 2025.
• The company's year-over-year earnings growth is driven by higher revenues, with market reactions closely tied to the earnings report's outcome.
• FactSet's financial stability is highlighted by a P/E ratio of 26.12, a debt-to-equity ratio of 0.75, and a current ratio of 1.47.

FactSet Research Systems Inc. (NYSE:FDS) is a leading provider of integrated financial information and analytical applications. The company serves investment professionals worldwide, offering data and software solutions to help them make informed decisions. FactSet competes with firms like Bloomberg and Thomson Reuters in the financial data services industry.

On September 18, 2025, FactSet is set to release its quarterly earnings before the market opens. Analysts expect an earnings per share (EPS) of $4.15 and revenue of approximately $593.4 million. The market is keenly observing this report, as it could significantly influence the stock's price.

FactSet is anticipated to report a year-over-year increase in earnings, driven by higher revenues for the quarter ending August 2025. If the actual results exceed expectations, the stock may see an upward movement. However, a miss on these estimates could lead to a decline in the stock's value.

The sustainability of any immediate price changes will depend on management's discussion of business conditions during the earnings call. The Zacks Consensus Estimate suggests a positive outlook for FactSet's earnings performance, which could further impact investor sentiment.

FactSet's financial metrics provide insight into its market valuation. The company has a price-to-earnings (P/E) ratio of 26.12 and a price-to-sales ratio of 6.06. Its enterprise value to sales ratio is 6.61, and the enterprise value to operating cash flow ratio is 22.32. The earnings yield is 3.83%, indicating earnings generated per dollar invested. FactSet's debt-to-equity ratio is 0.75, and its current ratio is 1.47, reflecting its financial stability.

FactSet Research Systems (NYSE:FDS) reported fiscal third-quarter results that narrowly missed earnings expectations, but revenue topped estimates and the company reaffirmed full-year guidance.

For the quarter, the financial data provider posted adjusted earnings of $4.27 per share, slightly below the $4.30 consensus. Revenue came in at $585.5 million, ahead of forecasts calling for $580.54 million and marking a 5.9% increase year-over-year.

Organic revenue—which excludes currency fluctuations and acquisitions—rose 4.4% to $577.2 million, fueled by growth across both wealth management and institutional buy-side segments.

Despite the modest EPS miss, management expressed confidence in the company’s strategic direction, citing strong client momentum and a robust pipeline. FactSet reaffirmed its fiscal 2025 guidance, projecting adjusted EPS of $16.80 to $17.40 and revenue between $2.305 billion and $2.325 billion—both ranges broadly in line with Street expectations.

FactSet Research Systems Inc. (NYSE:FDS) is a leading provider of financial data and technology solutions. The company offers a wide range of services, including analytics, content, and technology solutions to investment professionals worldwide. FactSet competes with other financial data providers like Bloomberg and Thomson Reuters. The company is known for its comprehensive data offerings and innovative technology solutions.

On June 23, 2025, FactSet reported earnings per share (EPS) of $4.27, slightly below the estimated $4.30. Despite this, the company generated revenue of approximately $585.5 million, surpassing the estimated $580.8 million. This revenue marks a 5.9% increase from the same quarter in 2024, driven by increased demand from wealth and institutional buy-side clients.

FactSet's Organic Annual Subscription Value (ASV) rose by 4.5% year over year, reaching $2.3 billion. However, the company's GAAP operating margin decreased by approximately 350 basis points to 33.2%, and the adjusted operating margin fell by 270 basis points to 36.8%. This indicates that while revenue and subscription value are growing, the company is facing challenges in maintaining its operating efficiency.

The GAAP diluted EPS dropped by 5.4% to $3.87, and the adjusted diluted EPS decreased by 2.3% to $4.27. Despite these declines, FactSet has consistently surpassed the Zacks Consensus Estimate in the past four quarters, achieving an average surprise of 4.9%. This track record highlights the company's ability to perform better than market expectations.

In a significant leadership change, FactSet announced the appointment of Sanoke Viswanathan as CEO, effective early September 2025. He will succeed Phil Snow, who will retire as CEO and Board member. Phil Snow will continue to serve as a senior advisor until the end of the calendar year, ensuring a smooth transition in leadership.

• FactSet Research Systems Inc. (NYSE:FDS) is expected to report an EPS of $4.31, slightly down from last year's $4.37.
• Revenue is projected to grow by 5.1% year-over-year, reaching $580.7 million.

FactSet Research Systems Inc. (NYSE:FDS), a leading financial data and technology firm, is gearing up to release its quarterly earnings on June 23, 2025. Analysts are setting their expectations for an earnings per share (EPS) of $4.31, a slight decrease from the previous year's $4.37. Despite this, revenue is anticipated to grow by 5.1% year-over-year, reaching $580.7 million.

The expected revenue growth is primarily fueled by increased demand from wealth and institutional buy-side clients. FactSet's organic subscription value, which reflects recurring revenue from existing agreements, is also projected to rise. This underscores a strong and stable customer base, contributing significantly to the company's overall financial health. FactSet's market capitalization is robust at $16 billion, with a total revenue of $2.3 billion over the past year.

The company's financial metrics include a price-to-earnings (P/E) ratio of 29.78 and a price-to-sales ratio of 7.16. These figures suggest that investors are willing to pay a premium for FactSet's earnings and sales, reflecting confidence in the company's future growth prospects.

The company's enterprise value to sales ratio stands at approximately 7.77, while its enterprise value to operating cash flow ratio is around 26.47. These ratios provide insight into FactSet's valuation and operational efficiency. Additionally, the earnings yield is about 3.36%, offering a measure of the return on investment for shareholders. FactSet maintains a debt-to-equity ratio of 0.81, indicating a balanced approach to leveraging debt for growth.

FactSet's current ratio is around 1.47, suggesting that the company has sufficient liquidity to meet its short-term obligations. As the earnings release approaches, the stability in the consensus EPS estimate over the past 30 days indicates that analysts have not significantly altered their forecasts. This stability can influence investor reactions and the short-term price performance of the stock, as changes in earnings estimates are closely linked to stock price movements.

FactSet Research Systems Inc. (NYSE:FDS) is a key player in the financial data and analytics sector, offering a comprehensive suite of financial information and analytical tools to a global clientele. This includes portfolio managers, investment banks, asset managers, wealth advisors, and corporate clients. FactSet's robust platform and diverse offerings have positioned it as a leader in the industry.

The consensus price target for FactSet's stock has remained stable at $450 over the last month and quarter, with a slight increase from last year's $445.78. This stability suggests that analysts have a consistent outlook on FactSet's stock, reflecting confidence in the company's ability to deliver value to its clients and shareholders. However, Deutsche Bank analyst Faiza Alwy has set a lower price target of $402, indicating some caution.

Despite the stable consensus price target, analysts predict a decline in FactSet's earnings in the upcoming financial report, as highlighted by Zacks. This prediction suggests that FactSet may not meet earnings expectations, which could impact investor sentiment. Investors should be aware of these expectations as the report date approaches and consider the potential implications for FactSet's stock performance.

FactSet's recent first-quarter fiscal 2025 earnings report showed a year-over-year increase in organic revenues across all regions, highlighting the company's growth and operational efficiency. This positive performance supports the company's strong buy rating, driven by high client retention and diverse revenue streams. FactSet's recent product expansions, such as GenAI solutions and IRN 2.0, have further strengthened its market position.

FactSet's strategic initiatives, including its data management strategy and revamped enterprise sales approach, are expected to drive organic Annual Subscription Value (ASV) growth. These efforts, along with new pricing models, are anticipated to contribute to more predictable revenue streams. Despite the high valuation, FactSet's brand and distribution provide significant competitive advantages, supporting its premium valuation and long-term growth potential.

FactSet Research Systems Inc. (NYSE:FDS) is a key player in the financial data and analytics sector, offering a comprehensive suite of financial information and analytical tools to a global clientele. This includes portfolio managers, investment banks, asset managers, wealth advisors, and corporate clients. FactSet's robust platform and diverse offerings have positioned it as a leader in the industry.

The consensus price target for FactSet's stock has remained stable at $450 over the last month and quarter, with a slight increase from last year's $445.78. This stability suggests that analysts have a consistent outlook on FactSet's stock, reflecting confidence in the company's ability to deliver value to its clients and shareholders. However, Deutsche Bank analyst Faiza Alwy has set a lower price target of $402, indicating some caution.

Despite the stable consensus price target, analysts predict a decline in FactSet's earnings in the upcoming financial report, as highlighted by Zacks. This prediction suggests that FactSet may not meet earnings expectations, which could impact investor sentiment. Investors should be aware of these expectations as the report date approaches and consider the potential implications for FactSet's stock performance.

FactSet's recent first-quarter fiscal 2025 earnings report showed a year-over-year increase in organic revenues across all regions, highlighting the company's growth and operational efficiency. This positive performance supports the company's strong buy rating, driven by high client retention and diverse revenue streams. FactSet's recent product expansions, such as GenAI solutions and IRN 2.0, have further strengthened its market position.

FactSet's strategic initiatives, including its data management strategy and revamped enterprise sales approach, are expected to drive organic Annual Subscription Value (ASV) growth. These efforts, along with new pricing models, are anticipated to contribute to more predictable revenue streams. Despite the high valuation, FactSet's brand and distribution provide significant competitive advantages, supporting its premium valuation and long-term growth potential.