Factset Research Systems annual shareholders’ equity
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Factset Research Systems Shareholders’ Equity Growth & History (FDS)
Factset Research Systems's shareholders’ equity was $2.19B for fiscal 2025.
View full Factset Research Systems company overviewFactset Research Systems annual shareholders’ equity history
| Fiscal year | Period ended | Shareholders’ equity | Change | Growth |
|---|---|---|---|---|
| 2025 | 2025-08-31 | $2.19B | $274.0M | +14.32% |
| 2024 | 2024-08-31 | $1.91B | $292.5M | +18.06% |
| 2023 | 2023-08-31 | $1.62B | $288.5M | +21.67% |
| 2022 | 2022-08-31 | $1.33B | $315.1M | +31.00% |
| 2021 | 2021-08-31 | $1.02B | $120.0M | +13.38% |
| 2020 | 2020-08-31 | $896.4M | $224.1M | +33.34% |
| 2019 | 2019-08-31 | $672.3M | $146.4M | +27.83% |
| 2018 | 2018-08-31 | $525.9M | −$33.8M | −6.04% |
| 2017 | 2017-08-31 | $559.7M | $42.3M | +8.18% |
| 2016 | 2016-08-31 | $517.4M | −$14.2M | −2.67% |
| 2015 | 2015-08-31 | $531.6M | $20.5M | +4.01% |
| 2014 | 2014-08-31 | $511.1M | −$30.7M | −5.67% |
| 2013 | 2013-08-31 | $541.8M | −$10.5M | −1.90% |
| 2012 | 2012-08-31 | $552.3M | $37.1M | +7.20% |
| 2011 | 2011-08-31 | $515.2M | $12.8M | +2.54% |
| 2010 | 2010-08-31 | $502.4M | $1.6M | +0.31% |
| 2009 | 2009-08-31 | $500.8M | — | — |
Factset Research Systems quarterly shareholders’ equity
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| Fiscal quarter | Period ended | Shareholders’ equity | Change | YoY change |
|---|---|---|---|---|
| Q3 2026 | 2026-05-31 | $2.03B | −$122.9M | −5.70% |
| Q2 2026 | 2026-02-28 | $2.13B | $72.2M | +3.51% |
| Q1 2026 | 2025-11-30 | $2.17B | $176.3M | +8.85% |
| Q4 2025 | 2025-08-31 | $2.19B | $274.0M | +14.32% |
| Q3 2025 | 2025-05-31 | $2.16B | $264.8M | +14.01% |
| Q2 2025 | 2025-02-28 | $2.06B | $255.2M | +14.16% |
| Q1 2025 | 2024-11-30 | $1.99B | $290.8M | +17.10% |
| Q4 2024 | 2024-08-31 | $1.91B | $292.5M | +18.06% |
| Q3 2024 | 2024-05-31 | $1.89B | $221.6M | +13.28% |
| Q2 2024 | 2024-02-29 | $1.80B | $194.6M | +12.11% |
| Q1 2024 | 2023-11-30 | $1.70B | $226.6M | +15.37% |
| Q4 2023 | 2023-08-31 | $1.62B | $288.5M | +21.67% |
| Q3 2023 | 2023-05-31 | $1.67B | $401.1M | +31.64% |
| Q2 2023 | 2023-02-28 | $1.61B | $391.2M | +32.17% |
| Q1 2023 | 2022-11-30 | $1.47B | $375.2M | +34.15% |
| Q4 2022 | 2022-08-31 | $1.33B | $315.1M | +31.00% |
| Q3 2022 | 2022-05-31 | $1.27B | $236.4M | +22.92% |
| Q2 2022 | 2022-02-28 | $1.22B | $235.5M | +24.02% |
| Q1 2022 | 2021-11-30 | $1.10B | $146.3M | +15.36% |
| Q4 2021 | 2021-08-31 | $1.02B | $120.0M | +13.38% |
| Q3 2021 | 2021-05-31 | $1.03B | $238.3M | +30.06% |
| Q2 2021 | 2021-02-28 | $980.5M | $263.7M | +36.79% |
| Q1 2021 | 2020-11-30 | $952.6M | $260.7M | +37.68% |
| Q4 2020 | 2020-08-31 | $896.4M | $224.1M | +33.34% |
| Q3 2020 | 2020-05-31 | $793.0M | $138.5M | +21.17% |
| Q2 2020 | 2020-02-29 | $716.8M | $117.2M | +19.56% |
| Q1 2020 | 2019-11-30 | $691.9M | $150.7M | +27.84% |
| Q4 2019 | 2019-08-31 | $672.3M | $146.4M | +27.83% |
| Q3 2019 | 2019-05-31 | $654.4M | $119.1M | +22.24% |
| Q2 2019 | 2019-02-28 | $599.5M | −$12.6M | −2.05% |
| Q1 2019 | 2018-11-30 | $541.2M | −$77.0M | −12.46% |
| Q4 2018 | 2018-08-31 | $525.9M | −$33.8M | −6.04% |
| Q3 2018 | 2018-05-31 | $535.3M | $7.8M | +1.47% |
| Q2 2018 | 2018-02-28 | $612.1M | $118.9M | +24.10% |
| Q1 2018 | 2017-11-30 | $618.2M | $121.4M | +24.44% |
| Q4 2017 | 2017-08-31 | $559.7M | $42.3M | +8.18% |
| Q3 2017 | 2017-05-31 | $527.6M | −$16.1M | −2.96% |
| Q2 2017 | 2017-02-28 | $493.2M | −$47.8M | −8.84% |
| Q1 2017 | 2016-11-30 | $496.8M | −$61.0M | −10.93% |
| Q4 2016 | 2016-08-31 | $517.4M | −$14.2M | −2.67% |
| Q3 2016 · May 31 | 2016-05-31 | $543.7M | $11.3M | +2.12% |
| Q2 2016 | 2016-02-29 | $541.1M | $12.0M | +2.26% |
| Q1 2016 | 2015-11-30 | $557.8M | $56.1M | +11.19% |
| Q4 2015 | 2015-08-31 | $531.6M | $20.5M | +4.01% |
| Q3 2015 · May 31 | 2015-05-31 | $532.4M | $17.1M | +3.32% |
| Q2 2015 | 2015-02-28 | $529.1M | $11.4M | +2.21% |
| Q1 2015 | 2014-11-30 | $501.6M | −$45.0M | −8.23% |
| Q4 2014 | 2014-08-31 | $511.1M | −$30.7M | −5.67% |
| Q3 2014 | 2014-05-31 | $515.3M | — | — |
| Q2 2014 | 2014-02-28 | $517.7M | −$29.5M | −5.40% |
| Q1 2014 | 2013-11-30 | $546.6M | −$39.9M | −6.80% |
| Q4 2013 | 2013-08-31 | $541.8M | −$10.5M | −1.90% |
| Q2 2013 | 2013-02-28 | $547.2M | $3.2M | +0.58% |
| Q1 2013 | 2012-11-30 | $586.5M | $50.1M | +9.35% |
| Q4 2012 | 2012-08-31 | $552.3M | $37.1M | +7.20% |
| Q2 2012 | 2012-02-29 | $544.0M | −$14.2M | −2.54% |
| Q1 2012 | 2011-11-30 | $536.4M | −$6.2M | −1.14% |
| Q4 2011 | 2011-08-31 | $515.2M | $12.8M | +2.54% |
| Q3 2011 | 2011-05-31 | $554.4M | — | — |
| Q2 2011 | 2011-02-28 | $558.2M | — | — |
| Q1 2011 | 2010-11-30 | $542.6M | — | — |
| Q4 2010 | 2010-08-31 | $502.4M | — | — |
Factset Research Systems shareholders’ equity trends
Over the last five fiscal years, Factset Research Systems's shareholders’ equity increased from $896.4M to $2.19B, a change of $1.29B. The latest reported quarter, Q3 2026, shows $2.03B.
About the metric
What shareholders’ equity means
Shareholders’ equity is the residual accounting value attributable to shareholders after liabilities are subtracted from assets. It can change through earnings, losses, dividends, share issuance, repurchases, and other comprehensive income.
Calculation and source
SEC-reported shareholders’ equity
TickerStat standardizes stockholders’ or shareholders’ equity reported in company SEC filings at each balance-sheet date. Negative equity is retained because it can be economically meaningful. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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