Revenue
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Factset Research Systems Inc (FDS)
Price$274.72Cached quote
Net income
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Free cash flow
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Total cash / debt
CashTotal debt
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Financial statements
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.32B | $2.20B | $2.09B | $1.84B | $1.59B | $1.49B | $1.44B | $1.35B | $1.22B | $1.13B | $1.01B | $920.3M | $858.1M | $805.8M | $726.5M | $641.1M | $622.0M |
| Gross profit | $1.22B | $1.19B | $1.11B | $972.8M | $805.0M | $798.7M | $771.9M | $690.8M | $654.6M | $639.7M | $601.4M | $566.6M | $551.7M | $530.3M | $481.9M | $434.5M | $412.7M |
| Gross margin | 52.72% | 54.07% | 53.33% | 52.76% | 50.59% | 53.45% | 53.78% | 51.17% | 53.60% | 56.76% | 59.74% | 61.57% | 64.30% | 65.81% | 66.33% | 67.78% | 66.34% |
| Research & development | $300.7M | $265.2M | $267.4M | $255.1M | $250.1M | $224.0M | $214.7M | $217.1M | $215.0M | — | — | — | — | — | — | — | — |
| Operating expenses | $1.57B | $1.50B | $1.46B | $1.37B | $1.12B | $1.05B | $997.3M | $983.9M | $869.0M | $777.4M | $674.9M | $618.1M | $588.7M | $532.8M | $488.2M | $419.4M | $411.0M |
| Operating income | $748.3M | $701.3M | $629.2M | $475.5M | $474.0M | $439.7M | $438.0M | $366.2M | $352.1M | $349.7M | $331.9M | $302.2M | $269.4M | $273.0M | $238.3M | $221.6M | $211.0M |
| Operating margin | 32.23% | 31.83% | 30.17% | 25.79% | 29.79% | 29.43% | 30.52% | 27.12% | 28.84% | 31.02% | 32.97% | 32.84% | 31.40% | 33.88% | 32.81% | 34.57% | 33.93% |
| EBITDA | $906.0M | $826.5M | $734.6M | $562.2M | $538.5M | $497.3M | $498.5M | $423.5M | $400.4M | $387.7M | $363.3M | $336.7M | $305.2M | $306.8M | $275.2M | $259.0M | $245.4M |
| EBITDA margin | 39.02% | 37.52% | 35.22% | 30.49% | 33.84% | 33.28% | 34.73% | 31.37% | 32.79% | 34.40% | 36.08% | 36.58% | 35.57% | 38.07% | 37.88% | 40.40% | 39.45% |
| Net income | $597.0M | $537.1M | $468.2M | $396.9M | $399.6M | $372.9M | $352.8M | $267.1M | $258.3M | $338.8M | $241.1M | $211.5M | $198.6M | $188.8M | $171.0M | $150.2M | $144.9M |
| Net profit margin | 25.72% | 24.38% | 22.45% | 21.53% | 25.11% | 24.96% | 24.58% | 19.78% | 21.15% | 30.06% | 23.94% | 22.99% | 23.15% | 23.43% | 23.54% | 23.43% | 23.30% |
| Basic EPSper basic share | $15.74 | $14.11 | $12.26 | $10.48 | $10.56 | $9.83 | $9.25 | $6.90 | $6.55 | $8.29 | $5.80 | $4.98 | $4.53 | $4.22 | $3.72 | $3.22 | $3.07 |
| Diluted EPSper diluted share | $15.55 | $13.91 | $12.04 | $10.25 | $10.36 | $9.65 | $9.08 | $6.78 | $6.51 | $8.19 | $5.71 | $4.92 | $4.45 | $4.12 | $3.61 | $3.13 | $2.97 |
Owners
Reported shareholders
≈11.81%of listed shares
BAMCO INC /NY/4.2M shares · Jun 30, 2026
View holders
| Holder | % owned |
|---|---|
BAMCO INC /NY/ | ≈11.81%4.2M shares |
BlackRock, Inc. | ≈8.04%2.86M shares |
VANGUARD CAPITAL MANAGEMENT LLC | ≈6.69%2.38M shares |
STATE STREET CORP | ≈5.27%1.87M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | ≈5.01%1.78M shares |
AQR CAPITAL MANAGEMENT LLC | ≈4.71%1.68M shares |
LOOMIS SAYLES & CO L P | ≈4.05%1.44M shares |
GEODE CAPITAL MANAGEMENT, LLC | ≈3.88%1.38M shares |
Ninety One UK Ltd | ≈3.34%1.19M shares |
MORGAN STANLEY | ≈3.09%1.1M shares |
Invesco Ltd. | ≈2.68%954.41K shares |
BANK OF AMERICA CORP /DE/ | ≈2.15%765.56K shares |
ProShare Advisors LLC | ≈1.91%681.04K shares |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ≈1.69%601.14K shares |
GOLDMAN SACHS GROUP INC | ≈1.69%600.23K shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ≈1.42%504.35K shares |
UBS Group AG | ≈1.15%407.91K shares |
MARSHALL WACE, LLP | ≈1.13%403.31K shares |
WELLS FARGO & COMPANY/MN | ≈1.04%369.72K shares |
NORTHERN TRUST CORP | ≈1.02%362.28K shares |
Percentages use 35.57M shares of this listed class outstanding on Jun 25, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
Source: SEC Form 13F ↗Updated Sep 29, 2026 · Quarterly data
Insider buys & sells
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jan 12, 2026Form 4 | Frank MalcolmDirector | SellCommon Stock | 1.5K | $296.17 | $452.3K | 879 |
| Jan 12, 2026Form 4 | Frank MalcolmDirector | SellCommon Stock | 1.0K | $295.02 | $308.3K | 2.4K |
| Jan 8, 2026Form 4 | SIEGEL LAURIEDirector | SellCommon Stock | 588 | $296.67 | $174.4K | 1.0K |
| Jan 8, 2026Form 4 | SIEGEL LAURIEDirector | SellCommon Stock | 2.0K | $296.12 | $587.5K | 1.6K |
| Nov 6, 2025Form 4 | Skoko GoranEVP, Chief Revenue Officer | BuyCommon Stock | 500 | $252.93 | $126.5K | 9.2K |
Community posts
FactSet grows subscriptions but reports lower quarterly GAAP earnings
FactSet ($FDS) reported fourth-quarter revenue of $634.7 million, up 6.3%, while organic annual subscription value rose 7% to approximately $2.57 billion. Adjusted earnings per share climbed 11.6% to $4.52, helped by revenue growth and a sm ...
