FactSet Research Systems (FDS) — Q1 2026 Results
FactSet reported first-quarter revenue of $607.6 million, up 6.85% year-over-year and slightly above the Street estimate of $606.5 million. The company delivered a mixed earnings picture with revenue growth but diluted earnings per share below expectations.
Cash generation strengthened notably, with cash from operating activities rising to $121.3 million, a 40.42% increase year-over-year. Capital spending increased to about $30.8 million, up 19.22% year-over-year, while cash and cash equivalents declined modestly to $275.4 million (-4.74% year-over-year). Total liabilities were roughly $2.05 billion, essentially flat year-over-year (-0.20%).
In summary, FactSet (FDS) posted solid top-line growth and significantly stronger cash from operations, but earnings per share came in below expectations despite a modest EPS gain year-over-year. Investors may focus on the cadence of margin recovery and whether operating momentum sustains through the rest of fiscal 2026.
Factset Research Systems Inc Insider Trading Activity
Factset Research Systems Inc insiders have traded $FDS stock on the open market 18 times in the past 6 months. Of those trades, 4 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $FDS stock by insiders over the last 6 months:
- CHRISTOPHER R ELLIS (EVP, Initiatives & P'ships) has made 0 purchases and 5 sales selling 7,606 shares for an estimated $3,398,637.
- JAMES J MCGONIGLE has made 0 purchases and 3 sales selling 2,925 shares for an estimated $1,320,310.
- GREGORY T MOSKOFF (MD,Controller and CAO) has made 0 purchases and 5 sales selling 2,500 shares for an estimated $1,106,508.
- GORAN SKOKO (EVP, Chief Revenue Officer) purchased 500 shares for an estimated $126,465
- HELEN L. SHAN (EVP, Chief Financial Officer) purchased 370 shares for an estimated $101,927
- CHRISTOPHER MCLOUGHLIN (Chief Legal Officer) has made 2 purchases buying 337 shares for an estimated $100,000 and 0 sales.
- BARAK EILAM sold 1 shares for an estimated $283
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Factset Research Systems Inc Hedge Fund Activity
We have seen 373 institutional investors add shares of Factset Research Systems Inc stock to their portfolio, and 486 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAMCO INC /NY/ removed 412,857 shares (-18.5%) from their portfolio in Q3 2025, for an estimated $118,279,401
- JPMORGAN CHASE & CO removed 281,332 shares (-67.2%) from their portfolio in Q3 2025, for an estimated $80,598,804
- CITADEL ADVISORS LLC added 273,722 shares (+113.9%) to their portfolio in Q3 2025, for an estimated $78,418,615
- TWO SIGMA INVESTMENTS, LP added 260,557 shares (+1356.3%) to their portfolio in Q3 2025, for an estimated $74,646,974
- MORGAN STANLEY removed 205,645 shares (-8.7%) from their portfolio in Q3 2025, for an estimated $58,915,236
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 203,307 shares (+56.8%) to their portfolio in Q3 2025, for an estimated $58,245,422
- PFG ADVISORS removed 186,827 shares (-97.3%) from their portfolio in Q3 2025, for an estimated $53,524,067
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Factset Research Systems Inc Government Contracts
We have seen $1,695,591 of award payments to $FDS over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- GLOBAL MARKET PRICING DATA SUBSCRIPTION.: $490,000
- SOFTWARE LICENSES: $330,000
- FACTSET PREMIUM WORKSTATIONS FOR UP TO 7 USERS.: $168,357
- ACCESS TO OWNERSHIP DATABASE, SHARKREPELLENT DATABASE, AND ETF DATA FEED: $147,705
- FACTSET WORKSTATION SUBSCRIPTION SOFTWARE: $142,480
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Factset Research Systems Inc Congressional Stock Trading
Members of Congress have traded $FDS stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $FDS stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 11/18.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Factset Research Systems Inc Analyst Ratings
Wall Street analysts have issued reports on $FDS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 09/22/2025
- Wells Fargo issued a "Underweight" rating on 09/05/2025
To track analyst ratings and price targets for Factset Research Systems Inc, check out Quiver Quantitative's $FDS forecast page.
Factset Research Systems Inc Price Targets
Multiple analysts have issued price targets for $FDS recently. We have seen 9 analysts offer price targets for $FDS in the last 6 months, with a median target of $328.0.
Here are some recent targets:
- Toni Kaplan from Morgan Stanley set a target price of $307.0 on 12/17/2025
- Jason Haas from Wells Fargo set a target price of $260.0 on 12/05/2025
- Alex Kramm from UBS set a target price of $425.0 on 09/22/2025
- David Motemeden from Evercore ISI Group set a target price of $328.0 on 09/19/2025
- Shlomo Rosenbaum from Stifel set a target price of $372.0 on 09/19/2025
- Manav Patnaik from Barclays set a target price of $300.0 on 09/19/2025
- Jeffrey Silber from BMO Capital set a target price of $324.0 on 09/19/2025
