FDS — FactSet Research Systems Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates FDS Bearish with a Setup Score of 75, net conviction 57, actionability 100. How the Setup Score works →

Total Setup Score75
Directional BiasBearish
Net Conviction57
Actionability100 (in range)

Key signals behind this score

About FactSet Research Systems Inc

FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. It offers data, products, and analytical applications; and workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$247.11
Market Cap$8.60B
Float35.4M
Shares Outstanding35.6M
P/E (Forward)12.56
P/E (TTM)15.93
Price/Sales (TTM)3.53
vs. Analyst Target+2.8% to analyst PT
Profit Margin23.21%
Operating Margin (TTM)30.54%
Revenue (TTM)$2.44B
Earnings Growth (YoY)-9.60%
Dividend Rate4.6%
Analyst Target Price$254.00 (21 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $1.49B $373M $799M $540M
2021 $1.59B $400M $805M $583M
2022 $1.84B $397M $973M $610M
2023 $2.09B $468M $1.11B $788M
2024 $2.20B $537M $1.19B $873M
2025 $2.32B $597M $1.22B $966M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Aug 2025 $597M $154M
Nov 2025 $608M $153M
Feb 2026 $611M $133M
May 2026 $623M $127M

Ownership & Float

Insider Ownership0.4%
Institutional Ownership109.5%
Short Float15.1%
% of All Funds Holding8.30%
Number of Funds Holding682

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$236.07Near-term / short-term trend
Weekly40-Week SMA$248.35Medium-term trend
Weekly80-Week SMA$335.04Cyclical trend (business cycle)
Weekly200-Week SMA$394.59Secular trend (multi-year)
Monthly10-Month SMA$247.27Near-term monthly trend
Monthly20-Month SMA$337.21Medium-term monthly trend
Monthly40-Month SMA$386.88Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$249.00 resistance 1.15x 0 months ago
$254.00 resistance 1.89x 4 months ago
$371.00 resistance 2.11x 9 months ago
$403.00 resistance 1.35x 10 months ago
$445.00 resistance 1.10x 11 months ago

Historical Earnings Reactions (119 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.27% 0.00% 45.38% 10.40% -3.14%
1 Day 0.60% -0.02% 48.74% 17.28% -5.14%
1 Week 1.13% 0.41% 52.94% 28.91% -19.22%
2 Weeks 1.82% 0.76% 55.93% 42.66% -25.07%
1 Month 2.33% 1.81% 58.47% 48.64% -33.97%

Next earnings: September 17, 2026 (67 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-0.7%46.7%30
Feb-2.7%33.3%30
Mar5.0%70.0%30
Apr1.2%50.0%30
May1.7%63.3%30
Jun2.6%63.3%30
Jul1.8%63.3%30
Aug-1.3%46.7%30
Sep1.8%60.0%30
Oct1.6%56.7%30
Nov3.8%73.3%30
Dec3.3%53.3%30

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.02% 51.1% 1421
Tuesday 0.10% 50.7% 1551
Wednesday 0.13% 52.4% 1549
Thursday 0.08% 54.1% 1518
Friday 0.05% 50.6% 1511

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 109.5%

Insider Transactions — Smart Summary

Total insider ownership: 0.4%

12-Month Insider Activity Summary

Total Filings7
Net Value+$328,393.348
Net Shares Change1,207
% of Float0.0%
C-Suite Filings3
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
MCGONIGLE JAMES J -$483,422.355 1 1 sell
SIEGEL LAURIE -$227,276.58 1 1 sell
Frank Malcolm -$225,880.242 1 1 sell
Skoko Goran EVP, Chief Revenue Officer +$126,465 1 1 buy
Shan Helen L. EVP, Chief Financial Officer +$101,927.6 1 1 buy
McLoughlin Christopher Chief Legal Officer +$100,000.748 1 1 buy
Eilam Barak -$283.21 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-09-25 – 2025-10-08 3 3 +$201,645.138 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2025-11-10 Skoko Goran EVP, Chief Revenue Officer +$126,465 Transaction at $252.93, now -2.3%
2025-10-08 Shan Helen L. EVP, Chief Financial Officer +$101,927.6 Transaction at $275.48, now -10.3%
2025-09-25 McLoughlin Christopher Chief Legal Officer +$100,000.748 Transaction at $296.19, now -16.6%
2026-01-14 Frank Malcolm -$225,880.242 Transaction at $251.79, now -1.9%
2026-01-12 SIEGEL LAURIE -$227,276.58 Transaction at $252.06, now -2.0%
2025-10-07 Eilam Barak -$283.21 Transaction at $283.21, now -12.7%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for FactSet Research Systems Inc (FDS) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for FDS on Trend Edge →