FactSet (FDS)
NYSEFinancialsFinancial - Data & Stock ExchangesSnapshot 2026-09-04
$301.96-3.51%
Close 2026-09-04 · 1-day change
NYSEFinancialsFinancial - Data & Stock ExchangesSnapshot 2026-09-04
QuarterlyIQ Insights · FDS
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 33.8% |
| Our one-year growth estimate | diamond | 6.7% |
Growth built into the price is above our model estimate.
The price assumes 27.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 11 industry peers
FDS — credit agreement
Dated 2026-08-31
Entry into a Material Definitive Agreement On August 28, 2026, FactSet Research Systems Inc. (the “Company”) entered into Amendment No. 1 (the “Amendment Agreement”), among the Company, the lenders party thereto and PNC Bank, National Association, as the administrative agent, to amend the credit agreement dated as of April 8, 2025 (the “Existing Credit Agreement” and, as amended by the Amendment Agreement, the “Amended Credit Agreement”), among the Company, the borrowing subsidiaries from tim…
Why it matters: Hitting this revenue target shows FactSet is strong in the market. It shows their growth plan works.
Supportive ifQ4 GAAP revenues reported in the range of $2,450 million to $2,470 million.
Worry ifQ4 GAAP revenues were below $2,450 million.
Why it matters: Better margins mean lower costs and better efficiency. This can lead to higher profits.
Supportive ifOperating margin reported at 35.5% or higher for FY 2026.
Worry ifOperating margin was below 34.0% for FY 2026.
Why it matters: Increasing client numbers show strong demand for FactSet's services. It supports revenue growth.
Supportive ifClient count reported above 9,200.
Worry ifClient count reported below 9,100.
Why it matters: Keeping this margin range is important for making money as costs rise.
Watch forThe adjusted operating margin was 34.0% in Q2 2026.
Also watch forThe adjusted operating margin falls below 34.0% for FY 2026.
Why it matters: New AI products can enhance client value and drive revenue growth. This is key to FactSet's strategy.
Supportive ifNew AI products or features are announced to improve client solutions.
Worry ifNo new AI product announcements or delays in planned launches.
Why it matters: This growth range confirms FactSet's ability to meet its annual targets. It shows strong demand for its services.
Supportive ifQ4 organic ASV growth reported within the range of $130 million to $160 million.
Worry ifQ4 organic ASV growth reported below $130 million.
Why it matters: A margin below this level shows trouble with costs. This can hurt profits and investor trust.
Worry ifThe operating margin is 34.0% or more.
Less concerning ifThe operating margin is less than 34.0%.
Why it matters: This revenue range shows strong demand and good performance in the market.
Supportive ifGAAP revenues grew to $622.9 million in Q3 2026, supporting the annual target.
Worry ifGAAP revenues fall below $2,450 million for FY 2026.
Why it matters: High repurchase levels show strong commitment to returning capital. It shows confidence in the stock.
Supportive ifShare repurchases were above $200 million in Q4.
Worry ifShare repurchases were below $200 million in Q4.
Why it matters: Ongoing buybacks signal confidence in the company's value and support share prices.
Supportive ifFactSet repurchased $203.1 million in shares in Q3 2026.
Worry ifShare repurchases drop significantly or cease in Q3 2026.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$189 on $10,000 · ±1.9% | How much price usually moves either way. |
| Bad day | $550 loss on $10,000 · 5.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,916 loss on $10,000 · 49.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.