Factset
About: FactSet provides financial data and portfolio analytics to the Global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for 82% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
Employees: 12,575
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
438% more call options, than puts
Call options by funds: $29.2M | Put options by funds: $5.43M
40% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 7 (+2) [Q4]
27% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 73
6% more capital invested
Capital invested by funds: $16.7B [Q3] → $17.7B (+$977M) [Q4]
1% more funds holding
Funds holding: 816 [Q3] → 825 (+9) [Q4]
1.0% less ownership
Funds ownership: 95.59% [Q3] → 94.59% (-1.0%) [Q4]
10% less repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 292
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
BMO Capital Jeffrey Silber 38% 1-year accuracy 16 / 42 met price target | 2%upside $466 | Market Perform Maintained | 24 Mar 2025 |
UBS Alex Kramm 69% 1-year accuracy 11 / 16 met price target | 6%upside $480 | Neutral Maintained | 21 Mar 2025 |
Wells Fargo Jason Haas 51% 1-year accuracy 23 / 45 met price target | 12%downside $402 | Underweight Downgraded | 21 Mar 2025 |
Morgan Stanley Toni Kaplan 29% 1-year accuracy 8 / 28 met price target | 14%downside $390 | Underweight Maintained | 21 Mar 2025 |
RBC Capital Ashish Sabadra 61% 1-year accuracy 31 / 51 met price target | 11%upside $503 | Sector Perform Reiterated | 10 Mar 2025 |
Financial journalist opinion
Based on 13 articles about FDS published over the past 30 days









