- September 18, 2025: Q4 2025 Earnings – Stock dropped 10.36% following the reportStock Analysis
- June 2025: Q3 Earnings – Moderate volatility with 3-5% swings
- March 2025: Q2 Earnings – Positive surprise led to 7% gain over two weeks
- December 2024: Q1 Earnings – Mixed reaction with sideways trading
- September 2024: Q4 Earnings – Strong results drove 8% appreciation
- June 2024: Q3 Earnings – Market uncertainty caused 6% decline
How to Buy FactSet Research Systems Inc. (FDS) Shares - Investment in FactSet Research Systems Inc. (FDS) Stock
Updated on 19 Sep 2025
Thinking about investing in a company that powers Wall Street's decision-making? FactSet Research Systems provides the financial data that moves markets worldwide. With over 40 years of experience and consistent revenue growth, this hidden gem in financial technology offers unique opportunities for savvy investors looking beyond flashy tech stocks.
Article navigation
- 📈 FactSet Stock: Current Price and Market Position
- 📊 6-Month Price Journey (March-September 2025)
- 🔮 Price Forecast: 2025-2030 Outlook
- ⚠️ Key Risks vs. Positive Signals
- 🛡️ What Should a Beginner Trader Do Today?
- ✅ How to Buy FactSet Research Systems Inc. (FDS) Shares – Step by Step
- 💡 Why Pocket Option Makes Sense for New Investors
- 🌍 FactSet in 2025: Financial Data’s Quiet Leader
📈 FactSet Stock: Current Price and Market Position
As of September 19, 2025, FactSet Research Systems Inc. (FDS) trades at $301.23 on the NYSE. This represents a significant opportunity considering the stock reached its all-time high of $499.87 just last NovemberStock Analysis.
Mark your calendar: December 2025 is critical – that’s when FactSet will likely announce their Q1 2026 earnings. Historically, these quarterly reports create substantial price movements.
How Earnings Reports Impact FDS Stock
Looking at recent history, FactSet’s earnings announcements consistently move the needle:
Trend Insight: FactSet typically experiences 5-10% price swings around earnings, with positive surprises creating sustained upward momentum while misses cause temporary dips that often recover within weeks.
📊 6-Month Price Journey (March-September 2025)
FactSet shares have experienced a rollercoaster ride, declining approximately 32.83% over the past year but showing signs of stabilizationStock Analysis:
March 2025: $420 range (post-Q2 earnings optimism)
April 2025: $380-400 (market correction phase)
May 2025: $350-370 (sector-wide tech selloff)
June 2025: $330-350 (Q3 earnings disappointment)
July 2025: $310-330 (summer volatility)
August 2025: $300-320 (consolidation phase)
September 2025: $301.23 (current stabilization)
Why the decline? The drop reflects broader market sentiment toward financial technology stocks rather than fundamental business deterioration. FactSet actually grew revenue by 5.39% to $2.32 billion in 2025 while increasing earnings by 11.15%Stock Analysis.
🔮 Price Forecast: 2025-2030 Outlook
Based on analyst consensus and business fundamentals, here’s what to expect:
2025 (Year-End): $395-410 (38-42% upside potential) → STRONG BUY
Analysts project FDS reaching $395.17 by October and potentially delivering 45.33% returns by DecemberCoinCodex
2026 Forecast: $430-455 (43-51% growth)
The average 12-month price target sits at $430 with some analysts targeting $455Stock Analysis Forecast
2028 Outlook: $500-550 range
Continued subscription growth and AI integration should drive steady appreciation
2030 Long-term: $585+ (94%+ total return)
Long-term analysis projects FDS reaching $585.19 by 2030StockScan Forecast
Verdict: Current levels represent an exceptional entry point for long-term investors. The 40% discount from all-time highs combined with solid fundamentals creates a compelling risk-reward scenario.
⚠️ Key Risks vs. Positive Signals
Risks to Consider
- Market Sentiment: Financial data stocks remain out of favor despite strong fundamentals
- Competition Pressure: Bloomberg and Thomson Reuters maintain dominant market positions
- Currency Exposure: 68% international revenue creates forex volatility risks
- Regulatory Changes: Data privacy regulations could increase compliance costs
Green Lights for 2025-2026
- AI Acceleration: $100M-$150M organic growth target from AI investmentsRobinhood Analysis
- Strategic Partnerships: Added J.P. Morgan and Barclays research offeringsFactSet News
- Leadership Strength: New CEO Sanoke Viswanathan bringing fresh vision
- Dividend Growth: 6% dividend increase to $1.10 per shareStockTitan
- Industry Trend: Financial data demand growing 8% annually globally
🛡️ What Should a Beginner Trader Do Today?
- Start Small: Begin with a position representing 2-3% of your portfolio
- Dollar-Cost Average: Add to your position on any dips below $300
- Set Earnings Alerts: Mark December 2025 for next earnings potential
- Think Long-Term: This is a 3-5 year investment story, not a quick trade
Humorous take: “Buying FDS at these levels is like getting Bloomberg terminal access at Yahoo Finance prices – the smart money knows value when they see it!”
✅ How to Buy FactSet Research Systems Inc. (FDS) Shares – Step by Step
| Step | Action | Why It Matters |
|---|---|---|
| 1 | Choose a Trading Platform | Ensure it offers NYSE-listed stocks and fractional shares |
| 2 | Complete Account Funding | Start with whatever amount feels comfortable ($50+ recommended) |
| 3 | Search “FDS” | Use the ticker symbol, not the full company name |
| 4 | Select Order Type | Use limit orders to control your entry price (suggest $295-305) |
| 5 | Review and Confirm | Check commission fees and total cost before executing |
| 6 | Monitor Your Position | Set price alerts for earnings dates and key levels |
| 7 | Reinvest Dividends | Automatically compound your returns over time |
| 8 | Review Quarterly | Assess business performance each earnings season |
💡 Why Pocket Option Makes Sense for New Investors
For those starting their investment journey, Pocket Option offers several advantages that align perfectly with building a position in companies like FactSet:
- Minimum Deposit Amount $5 – You can begin with virtually any amount, making it accessible to test strategies with minimal risk while learning the markets.
- Rapid Verification – Complete KYC in minutes with just one document, getting you from sign-up to trading faster than traditional brokers.
- Flexible Withdrawals – With over 100 withdrawal methods including crypto, e-wallets, and bank cards, you maintain control over your funds.
The platform’s user-friendly interface makes researching stocks like FDS straightforward, while the low barrier to entry allows you to build positions gradually as your confidence grows.
🌍 FactSet in 2025: Financial Data’s Quiet Leader
FactSet Research Systems dominates a crucial niche in global finance, providing the data infrastructure that investment professionals rely on daily. With over 12,500 employees worldwide and 45 consecutive years of revenue growthStockTitan, the company has demonstrated remarkable resilience.
The business model revolves around subscription-based revenue (90%+ recurring), creating predictable cash flows that support both dividend growth and strategic investments in AI technology. Recent additions of J.P. Morgan and Barclays research content demonstrate FactSet’s commitment to expanding their value propositionFactSet News.
Interesting Fact for 2025: FactSet’s new AI-powered sentiment analysis tools can now process earnings call transcripts in real-time, identifying subtle CEO tone shifts that often predict stock movement before traditional analysts catch on. This technology helped some clients gain early insight into market-moving trends during the recent earnings season.
FAQ
Is FactSet a good long-term investment?
Absolutely. With 45 years of consecutive revenue growth, a subscription-based model providing predictable cash flows, and strategic investments in AI technology, FactSet represents a solid long-term holding for investors seeking exposure to financial technology.
What's the dividend yield and history?
FactSet currently offers a 1.46% dividend yield ($4.40 annually) and just increased their quarterly dividend by 6% to $1.10 per share. They have a strong history of dividend growth supported by consistent cash generation.
How does FactSet compare to Bloomberg?
While Bloomberg dominates the terminal market, FactSet offers more flexible pricing and better value for mid-sized firms. Their focus on integration and open architecture allows clients to blend FactSet data with other sources more easily.
What are the main risks facing FactSet?
Key risks include increased competition from both established players and fintech startups, regulatory changes affecting data usage, and potential currency headwinds from their significant international operations.
When is the best time to buy FDS stock?
Current levels near $300 represent an attractive entry point, being approximately 40% below all-time highs. The stock typically shows strength following earnings disappointments as the market overreacts to short-term concerns while underestimating long-term fundamentals.
Signals
Sign up for more like this
Customize your newsfeed with content you're actually interested in — get up-to-date personalized newsletter in your inbox.
Your comment
Comments are pre-moderated to ensure they comply with our blog guidelines.