FactSet Research Systems Stock: Is Wall Street Bullish or Bearish?
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Norwalk, Connecticut-based FactSet Research Systems Inc. (FDS) is a global financial digital platform and enterprise solutions provider. Valued at a market cap of $17.6 billion, the company provides workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows.
Shares of FDS have underperformed the broader market over the past 52 weeks. FDS has risen 6.2% over this time frame, while the broader S&P 500 Index ($SPX) has gained 11.6%. Moreover, shares of FDS are down 3.6% on a YTD basis, compared to SPX’s marginal return.
Looking closer, FactSet Research Systems has also lagged behind the Financial Select Sector SPDR Fund’s (XLF) 22.4% surge over the past year and 5.4% rise on a YTD basis.
FactSet Research Systems’ stock fell 1.7% after the release of its Q2 2025 earnings on Mar. 20. Quarterly revenue rose 4.5% year-over-year to $570.7 million, driven by strong demand from wealth and institutional buy-side clients, and met with Wall Street expectations. The company’s Annual Subscription Value (ASV) grew 5.5% year-over-year to $2.3 billion. Adjusted EPS came in at $4.28, reflecting a 1.4% increase from the prior-year quarter and exceeding Street estimates of $4.19.
In addition, for fiscal 2025, FDS raised its guidance, now expecting revenue in the range of $2.31 billion to $2.33 billion, up from the previous forecast of $2.29 billion to $2.31 billion. Adjusted EPS is projected to be between $16.80 and $17.40.
For the current fiscal year, ending in August 2025, analysts expect FDS’ adjusted EPS to increase nearly 4% year-over-year to $17.10. Moreover, the company's earnings surprise history is strong. It beat the consensus estimates in the past four quarters.
Among the 18 analysts covering the stock, the consensus rating is a “Moderate Sell.” That’s based on one “Strong Buy” rating, 10 “Holds,” and seven “Strong Sells.”
On Mar. 24, BMO Capital Markets lowered FDS’ price target to $466 while maintaining a “Market Perform” rating.
As of writing, FactSet Research Systems is trading above the mean price target of $440.86. The Street-high price target of $509 implies a potential upside of 9.9% from the current price levels.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.