Stock Analysis
FactSet Research Systems Inc. (FDS) Stock Analysis
FactSet Research Systems Inc. (FDS) stock analysis covering valuation, fundamentals, technical indicators, risk, AIQ Momentum, analyst catalysts, dividends, and the current AIQ Score.
FactSet Research Systems Inc. (FDS) currently has an AIQ Score of 40/100, indicating a neutral setup. Sentiment is the strongest factor at 74/100. Momentum is the weakest current factor at 15/100. Technical, fundamental, catalyst, dividend, and risk evidence should be read together at the latest market-close snapshot.
FDS at a Glance
Crawlable current metrics from the latest market-close stock snapshot.
| Metric | Current |
|---|---|
| Price | $259.71 |
| AIQ Score | 40/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Strong Sell |
| Market Cap | $10.86B |
| P/E Ratio | 17.4 |
| Forward P/E | — |
| EPS | $3.52 |
| Revenue TTM | $622.92M |
| Dividend Yield | 0.00% |
| Beta | 0.69 |
| Volume | 1.02M |
| 52-week range | $185.00-$371.53 |
| RSI 14 | 30.34 |
| 50-Day SMA | $275.77 |
| 200-Day SMA | $249.74 |
| Analyst Price Target | $256.31 |
| Next Earnings | Sep 30, 2026 |
FDS
OverviewFDS Stock Analysis Summary
FactSet Research Systems Inc. (FDS) currently has an AIQ Score of 40/100, indicating a neutral setup. Sentiment is the strongest factor at 74/100. Momentum is the weakest current factor at 15/100. Technical, fundamental, catalyst, dividend, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, FDS has AIQ Score of 40/100 with Sentiment base of 74/100 and fading Momentum at 15/100. Wait for component alignment before adding exposure.
Sentiment (74/100) leads while Momentum (15/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · -1.22% stock move · FDS classified in Financial - Data & Stock Exchanges.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is FDS Bullish or Bearish Right Now?
FDS currently has a neutral overall setup. Sentiment is the strongest factor at 74/100, while Momentum is weakest at 15/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Quality is supportive at 68/100.
- - Value is the current constraint at 35/100.
- - Momentum is weak at 15/100.
- - Risk Resilience is weak at 36/100.
- - Analyst target implies -1.31% downside from the latest quote.
- - Technical consensus has more sell votes than buy votes (34 vs 9).
Current Consensus
FDS's Technical Analysis Consensus is currently Strong Sell, with 9 buy, 2 neutral, and 34 sell votes. FDS's 14-day RSI is 30.34, which places the stock in a weaker momentum range. FDS's beta is 0.69, indicating lower market sensitivity than the broad market.
What Changed in FDS?
Recent score-change history is not available in the current snapshot. These are the latest market-close scores instead.
What Would Change the FDS Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, earnings revisions strengthen, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, analyst expectations deteriorate, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive catalyst or estimate-revision evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
FDS Decision Framework
Public evidence layers, setup checks, and risk context for FactSet Research Systems Inc..
FactSet Research Systems Inc. (FDS) Stock Analysis
FactSet Research Systems Inc. has an AIQ Score of 40/100 in a Neutral regime. Sentiment is strongest at 74/100. Beta is 0.69, below market sensitivity. Review the supporting stock factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | FDS is in a Neutral AIQ regime with score 40/100. |
| Signal Conflict | The primary conflict is that sentiment leads at 74/100 while momentum lags at 15/100. |
| Factor Evidence | Momentum 15/100 · Value 35/100 · Quality 68/100 · Risk 36/100 · Sentiment 74/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Sentiment is the strongest factor at 74/100.
Momentum is 15/100 and RSI (14) is 30.3.
FDS is in a Neutral regime at 40/100.
Risk factor is 36/100 with beta 0.69 and annual volatility 47.8%.
Current conflict: sentiment leads at 74/100 while momentum lags at 15/100.
FDS Research Cluster
Ticker-specific paths for valuation, technical analysis, catalysts, dividends, financials, risk, and news.
FDS Fundamentals
FDS valuation, profitability, growth, margins, balance-sheet strength, and free cash flow.
FDS Technical Analysis
FDS technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
FDS Stock Catalysts
Track FDS earnings, analyst ratings, price targets, estimate revisions, stock news, and upcoming events.
FDS Dividend Analysis
FDS dividend yield, annual dividend, payout ratio, payment history, and income reliability context.
FDS Financial Data
FDS revenue, earnings, income statement, balance sheet, cash flow, valuation ratios, and stock metrics.
FDS Risk Analysis
FDS volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
FDS Stock News
FDS stock news, market tone, recent headlines, and catalyst context.
FDS vs Asset Management / Exchanges Peers
Current peer cohort: FDS · FNF · HLNE · HRB · ICE. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| FDS Current stock | 40/100 | 35/100 | 15/100 | 36/100 | -0.54 | 47.80% | Current |
| FNF Fidelity National Financial | 56/100 | 67/100 | 24/100 | 80/100 | -1.11 | 27.11% | FDS vs FNF |
| HLNE Hamilton Lane | 54/100 | 35/100 | 32/100 | 64/100 | -0.93 | 42.14% | FDS vs HLNE |
| HRB H&R Block | 37/100 | 57/100 | 27/100 | 32/100 | -0.09 | 47.01% | FDS vs HRB |
| ICE Intercontinental Exchange | 50/100 | 28/100 | 52/100 | 66/100 | -0.39 | 25.10% | FDS vs ICE |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Sep 11, 2026.
About the AIQ Score
Methodology for the current stock evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of stock evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Open the return calculator with stock context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalysts7 recent quarterly periods are available for review.
Checked Sep 12, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
Fundamentals Verdict
Current snapshot fields are separate from reported-quarter statement tables.
Latest period May 31, 2026.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching FDS
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for FDS
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
FDS Stock FAQ
What is FDS stock price today?
FactSet Research Systems Inc.'s current stock price is $259.71. Use the live quote with AIQ Score, news, and risk context rather than treating price alone as a decision signal.
Is FDS bullish or bearish right now?
FDS's bullish or bearish read depends on the current AIQ Score, factor alignment, technical analysis consensus, valuation, risk, and catalyst evidence. A mixed setup should be treated differently from a broad confirmation across those signals.
What is FDS's market cap?
FDS's market cap is $10.86B based on the latest completed market-close snapshot from Sep 11, 2026. Use it with P/E ratio, revenue, and growth metrics to frame company size, valuation, and peer comparisons.
What is FDS's current P/E ratio?
FDS's current P/E ratio is 17.4 based on the latest completed market-close snapshot from Sep 11, 2026. Read it with revenue growth, margins, EPS, cash flow, and peer valuation rather than using P/E alone.
What is FDS's RSI?
FDS's 14-day RSI is 30.34 based on the latest completed market-close snapshot from Sep 11, 2026. RSI should be interpreted with MACD, moving averages, volume, volatility, and price trend.
Is FDS above its 50-day and 200-day moving averages?
FDS is -5.82% from its 50-day SMA and 3.99% from its 200-day SMA based on the latest completed market-close snapshot from Sep 11, 2026. Moving-average position should be read with momentum and broader AIQ evidence.
When is FDS's next earnings date?
FDS's next earnings date is currently listed as Sep 30, 2026. Earnings can reset revenue, EPS, price target, analyst rating, and catalyst expectations.
Does FDS pay a dividend?
FDS's dividend yield is 0.00% based on the latest completed market-close snapshot from Sep 11, 2026. Dividend yield should be read with payout ratio, free cash flow, growth, and balance-sheet strength.