Factset Research Systems annual return on equity
2010
2011
2012
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2014
2015
2016
2017
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2019
2020
2021
2022
2023
2024
2025
Factset Research Systems Return on Equity (ROE) Growth & History (FDS)
Factset Research Systems's return on equity was 29.13% for fiscal 2025.
View full Factset Research Systems company overviewFactset Research Systems annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-08-31 | 29.13% | −1.28 pp |
| 2024 | 2024-08-31 | 30.41% | −1.31 pp |
| 2023 | 2023-08-31 | 31.73% | −2.09 pp |
| 2022 | 2022-08-31 | 33.81% | −7.97 pp |
| 2021 | 2021-08-31 | 41.78% | −5.77 pp |
| 2020 | 2020-08-31 | 47.55% | −11.34 pp |
| 2019 | 2019-08-31 | 58.89% | +9.68 pp |
| 2018 | 2018-08-31 | 49.21% | +1.25 pp |
| 2017 | 2017-08-31 | 47.96% | −16.64 pp |
| 2016 | 2016-08-31 | 64.60% | +18.36 pp |
| 2015 | 2015-08-31 | 46.24% | +6.05 pp |
| 2014 | 2014-08-31 | 40.18% | +3.87 pp |
| 2013 | 2013-08-31 | 36.31% | +0.94 pp |
| 2012 | 2012-08-31 | 35.38% | +1.76 pp |
| 2011 | 2011-08-31 | 33.62% | +3.67 pp |
| 2010 | 2010-08-31 | 29.95% | — |
Factset Research Systems quarterly return on equity
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| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q3 2026 | 2026-05-31 | 6.09% | −0.96 pp |
| Q2 2026 | 2026-02-28 | 6.19% | −0.96 pp |
| Q1 2026 | 2025-11-30 | 7.01% | −0.68 pp |
| Q4 2025 | 2025-08-31 | 7.08% | +2.37 pp |
| Q3 2025 | 2025-05-31 | 7.05% | −1.51 pp |
| Q2 2025 | 2025-02-28 | 7.16% | −0.89 pp |
| Q1 2025 | 2024-11-30 | 7.69% | −1.26 pp |
| Q4 2024 | 2024-08-31 | 4.71% | +0.75 pp |
| Q3 2024 | 2024-05-31 | 8.57% | +0.34 pp |
| Q2 2024 | 2024-02-29 | 8.05% | −0.49 pp |
| Q1 2024 | 2023-11-30 | 8.95% | −0.80 pp |
| Q4 2023 | 2023-08-31 | 3.96% | −4.08 pp |
| Q3 2023 | 2023-05-31 | 8.22% | +2.19 pp |
| Q2 2023 | 2023-02-28 | 8.54% | −0.96 pp |
| Q1 2023 | 2022-11-30 | 9.75% | −0.43 pp |
| Q4 2022 | 2022-08-31 | 8.04% | −1.84 pp |
| Q3 2022 | 2022-05-31 | 6.03% | −3.98 pp |
| Q2 2022 | 2022-02-28 | 9.50% | −0.50 pp |
| Q1 2022 | 2021-11-30 | 10.18% | −0.77 pp |
| Q4 2021 | 2021-08-31 | 9.87% | −0.68 pp |
| Q3 2021 | 2021-05-31 | 10.01% | −3.40 pp |
| Q2 2021 | 2021-02-28 | 10.00% | −2.59 pp |
| Q1 2021 | 2020-11-30 | 10.95% | −2.83 pp |
| Q4 2020 | 2020-08-31 | 10.55% | −3.25 pp |
| Q3 2020 | 2020-05-31 | 13.41% | −1.31 pp |
| Q2 2020 | 2020-02-29 | 12.59% | −2.26 pp |
| Q1 2020 | 2019-11-30 | 13.78% | −2.02 pp |
| Q4 2019 | 2019-08-31 | 13.80% | +0.83 pp |
| Q3 2019 | 2019-05-31 | 14.72% | +1.69 pp |
| Q2 2019 | 2019-02-28 | 14.85% | +6.21 pp |
| Q1 2019 | 2018-11-30 | 15.80% | +3.85 pp |
| Q4 2018 | 2018-08-31 | 12.97% | +2.02 pp |
| Q3 2018 | 2018-05-31 | 13.03% | +0.21 pp |
| Q2 2018 | 2018-02-28 | 8.64% | −4.84 pp |
| Q1 2018 | 2017-11-30 | 11.95% | −1.18 pp |
| Q4 2017 | 2017-08-31 | 10.95% | −16.25 pp |
| Q3 2017 | 2017-05-31 | 12.82% | +0.50 pp |
| Q2 2017 | 2017-02-28 | 13.48% | +1.14 pp |
| Q1 2017 | 2016-11-30 | 13.13% | +2.12 pp |
| Q4 2016 | 2016-08-31 | 27.20% | +15.51 pp |
| Q3 2016 | 2016-05-31 | 12.31% | +0.74 pp |
| Q2 2016 | 2016-02-29 | 12.33% | +0.38 pp |
| Q1 2016 | 2015-11-30 | 11.01% | −0.02 pp |
| Q4 2015 | 2015-08-31 | 11.69% | +0.89 pp |
| Q3 2015 | 2015-05-31 | 11.57% | +1.59 pp |
| Q2 2015 | 2015-02-28 | 11.95% | +2.10 pp |
| Q1 2015 | 2014-11-30 | 11.03% | +1.44 pp |
| Q4 2014 | 2014-08-31 | 10.80% | +1.44 pp |
| Q3 2014 | 2014-05-31 | 9.98% | — |
| Q2 2014 | 2014-02-28 | 9.85% | +1.99 pp |
| Q1 2014 | 2013-11-30 | 9.59% | +0.85 pp |
| Q4 2013 | 2013-08-31 | 9.36% | +0.50 pp |
| Q2 2013 | 2013-02-28 | 7.86% | −0.80 pp |
| Q1 2013 | 2012-11-30 | 8.74% | +0.08 pp |
| Q4 2012 | 2012-08-31 | 8.86% | +1.21 pp |
| Q2 2012 | 2012-02-29 | 8.65% | +0.43 pp |
| Q1 2012 | 2011-11-30 | 8.66% | +0.70 pp |
| Q4 2011 | 2011-08-31 | 7.64% | — |
| Q3 2011 | 2011-05-31 | 7.79% | — |
| Q2 2011 | 2011-02-28 | 8.22% | — |
| Q1 2011 | 2010-11-30 | 7.96% | — |
Factset Research Systems return on equity trends
Over the last five fiscal years, Factset Research Systems's return on equity decreased from 47.55% to 29.13%, a change of −18.42 percentage points. The latest reported quarter, Q3 2026, shows 6.09%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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