Why is FDS down?
Down 25% over three years while the S&P 500 rose 80%; up 25% in the past year.
- 2 of its 4 biggest one-day falls in three years were on its results days;
The other side and the timeline, for Pro members.
Factset Research Systems (FDS) stock
After-hours
$325.98
Quality Score
14
In its industry
#38of 268
Checks firing
7of 14
From 52-week high
-6.3%
FDS's Quality Score rose 1 point on Mon, Nov 9, to 14. It had its calmest day in a week.
See FDS's 14 chart checksSee it live, free until Thursday morning. No account. No card. Then keep going with a free account.
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Key facts on FDS
| The chart | Stronger than 91% of stocks |
| Latest filing | 8-K, Nov 10 |
1 more reason behind FDS's 14, free with an account →3 more reasons behind FDS's 14, for Pro members.
FDS catalysts
Coming up
After its last 4 reports it closed +2.2% on average, higher 3 of 4 times.
Why FDS scores 14
Above Averagefor quality, not price, 7 of 14 chart checks firingWhat the Quality Score means
- +7Chart checks 7 of 14 firing right now, one point each
- +2Long-term trend above a rising 200-day average, near its 52-week high, down over two years
- Run-up adds
- Size adds
- Profit adds
- Persistence adds
What every line is worth, and the reason behind it, on FDS and every other stock.Get in free →
How FDS ranks in Software
FDS is #38 of 268 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| 38 |
Net income over four quarters: FDS $533M, NIQ -$351M.
When does FDS report earnings, and what happens after?
Expected to report Thu Dec 17, before the open (in 37 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
What FDS reported on Sep 30, 2026
The quarter
Sales of $634.7M; a profit of $3.41 a share.
Where the sales came from
FDS's results filing gives no sales by line in a table we read.
The outlook
No outlook figures read from this release.
The numbers
- $12B
- today
- $2.5B
- up 6.7% on the year
- $707M
- last 12 months
Sales grew 9.2% a year over 5 years, fiscal 2021 to 2026.
Pays $4.64 a share a year.
Close after the report, last 3
+6.1%+6.7%+3.8%
Mar 31Jul 1Sep 30
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Sep 30, 2026 | +0.8% | +3.8% | +4.6% |
| Jul 1, 2026 | -3.5% | +6.7% | +7.7% |
| Mar 31, 2026 | +5.5% | +6.1% | +11.3% |
FDS sales and profit by year
Sales grew every year from 2019 to 2026, to $2.5B. It made a profit in each of the eight years.
FDS has 7 of 14 chart checks firing
The other 10 checks on FDS, and all 14 on every stock.Get in free →
FDS RSI today: 56.1, above its 50-day and 200-day averages
RSI 56.1, MACD below signal, above both averages. Not scored.
The deep dive on FDS
- What it does and how it makes moneyAnnual report, filed Oct 20, 2026
- Where it stands
- Who holds and trades it
- Against its closest peers
Is FDS's dividend covered? What its financials say
Its dividends come to 23% of its free cash flow.
| Dividend | $4.64 a share a year |
| Paid out | About $164M a year |
| Free cash flow | $707M |
| Record | Raised each of the last 5 years |
FDS insider trades
FDS trades by Congress and the executive branch
6 trades disclosed in the last six months. The newest:
All 6 trades on FDS disclosed by Congress and the executive branch, for Pro members.Get in free →
FDS's officers and directors
Officers and directors with a Form 4 in the last 12 months.
Which ETFs hold FDS?
In ETFs: FDS is under 0.1% of VIG, under 0.1% of VYM, and under 0.1% of DGRO, the most of the 24 funds Breakaway covers, by their holdings as filed for Jul 31, 2026.
About Factset Research Systems
FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for over 80% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
What Factset Research Systems says it competes with
“We operate in a highly competitive environment.”
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Pro members see every line of every stock's score.
- What would move FDS's score: 5 things
- 3 more filings explained, a plain line each
- Real-time prices, no delay
BreakawayAug 22Donald Trump bought FDS
Straight AnswersStraight Answers
What does FDS's Quality Score say?
FDS scores 14 today, which Breakaway calls Above Average. It is #38 of 268 in Software by Quality Score, with 7 of 14 chart checks firing. Down 25% over three years while the S&P 500 rose 80%; up 25% in the past year. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
What is FDS's Quality Score?
FDS scores 14 today, which Breakaway calls Above Average (11 to 14). That is #38 of 268 in Software by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind FDS's 14.
When does FDS report earnings?
Expected to report Thu Dec 17, before the open, a date Breakaway expects from the company's usual timing; the company has not confirmed it. FDS closed higher after 3 of its last 4 reports. Past behavior, not a forecast.
Are the prices delayed?
Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.