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FactSet Research Systems Inc (FDS) — chart, structure and Closelooknet read

The Closelooknet read

FactSet builds financial data platforms and workstations that investment professionals use to research ideas, build portfolios and report on performance and risk. It supplies data feeds, cloud tools and application interfaces to banks, asset managers, hedge funds and wealth managers worldwide.

Detail below: the desk's view, the earnings record, peers and the company snapshot; daily prices on the price-history tab. Research diary readings, not advice.

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Signals for this name

Every Closelooknet reading that exists for FDS, from the same nightly bakes the boards use. Research diary readings, not advice.

Mentioned on Closelooknet 1 piece · newest: Daily Pulse, “AI Search — The Owners of the Facts Are Down 20–40%, the Answer Boxes Sit Near Their Highs” (2026-09-22)

Mentioned on Closelooknet

Where FDS appears in the diary — 1 piece, newest first. Every link is our own writing.

Dailies

Weather around the name 3 macro readings: Money Temperature, Factor regime, Sovereign pressure

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 47/100 · S&P 500 fund at 48, above its 200-day averageEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-11-06
  • Factor regime Defensive rotation — low-vol leading, regime-change watchMomentum against low volatility (SPMO / SPLV): below its 50-day trend, 60th percentile of the window, -22.8% over 20 sessions. Factor regime → 2026-11-06
  • Sovereign pressure Index -1.91 · down 2.45 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-11-06
How it trades on rate days beta 0.55 to TLT · on the worst bond days it fell more than the market

How it trades on rate days

How FDS has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year 0.55 — shows only a loose link to bond moves for every 1% move in TLT (20+ year Treasuries), FactSet Research Systems Inc moved 0.55% on average · correlation 0.11 · higher than 47% of US names
  • Beta, last 3 months 1.81 more rate-sensitive lately than over the year
  • On the 10 worst bond days −1.03% on average against −0.74% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days −2.93% TLT −1.29% that day 2026-09-24

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

Who it is priced against Financial Data & Stock Exchanges · United States · 8 names with week and year-to-date

Peer group

Financial Data & Stock Exchanges · United States

This name carries no Closelooknet score, so its cohort ranks on trend state — distance to the 50- and 200-day averages — never on a score it does not have.

Compared against FDS on the nightly bakes; the Peers tab ranks the cohort on the Closelooknet scores where it exists.

Company snapshot — FactSet Research Systems Inc

FDS in five paragraphs: what it makes and sells, where it sits in the Closelooknet stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
FactSet builds financial data platforms and workstations that investment professionals use to research ideas, build portfolios and report on performance and risk. It supplies data feeds, cloud tools and application interfaces to banks, asset managers, hedge funds and wealth managers worldwide. The company has a partnership with Google Cloud to develop AI-based tools for its financial clients. It was founded in 1978 and is based in Norwalk, Connecticut.
Where it sits in the stack
FactSet carries no seat in our Rubin index of the AI build-out; it sits in the sector of our universe that covers financial data and market-infrastructure providers, serving investment firms rather than the hardware or model layers Rubin tracks.
Who it is priced against
Closelooknet's peer group does not name a set for FactSet; the comparison the market draws is with Bloomberg's terminal business, the rival most often mentioned alongside it.
Why Closelooknet tracks it
FactSet is a constituent of the S&P 500 but does not sit in our Rubin index and does not yet carry a Closelooknet score; the diary has not quoted it in an edition to date.
What the diary watches
Whether the Google Cloud partnership turns into features that clients actually use, since that would be the first sign the AI layer is changing how the platform is priced or adopted.

FactSet Research Systems Inc (FDS) trades on US exchanges.

Written from the company’s public profile and Closelooknet’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

The Street on this name 5 analyst actions on the wire · latest: price target by Wells Fargo, 2026-11-05

The Street on this name

Analyst actions and the latest print for FDS from the Closelooknet wires — third-party opinions on the record, not our readings.

  • Price target Wells Fargo — target 290 Target set to $290 (-15.3% to spot) 2026-11-05
  • Price target Deutsche Bank — target 301 from 299 Target raised to $301 from $299 (+8.6% to spot) 2026-10-01
  • Price target Goldman Sachs — target 237 from 236 Target raised to $237 from $236 (-12.2% to spot) 2026-09-30

5 actions on the analyst wire since 2026-08-13: 5 target changes. Analyst wire → · Earnings wire →

Dividends and capital return trailing yield 1.38%, quarterly · last 1.16 USD on 2026-08-31

Dividends and capital return

What FDS pays out and buys back — distributions read from the price series, money terms from the filings.

  • Trailing 12 months 4.52 USD per share · a 1.38% yield on the 2026-11-06 close 4 distributions, paid quarterly 2026-11-06
  • Change on the year +5.6% against the prior twelve months prior twelve months 4.28 USD per share
  • Last distribution 1.16 USD per share as the price series records it, within days of the ex-date 2026-08-31
  • By calendar year 2023: 0.98 USD (partial) · 2024: 4.10 USD · 2025: 4.34 USD · 2026: 3.42 USD to date first distribution recorded in the three-year window: 2023-11-29

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

FAQ · from the current data · as of 2026-11-07

Quick answers

What is FactSet Research Systems Inc (FDS)?

FactSet Research Systems Inc trades as FDS on the US exchange (United States) in the Closelooknet research universe, as of the registry build of 2026-11-07.

Is FDS in a Closelooknet index?

Not currently — FactSet Research Systems Inc is tracked in the Closelooknet research universe but is not a constituent of a Closelooknet functional index as of 2026-11-07.

Where does FDS trade against its moving averages?

FactSet Research Systems Inc trades 10.7% above its 50-day and 30.6% above its 200-day moving average (3.2% above its 20-day). As of 2026-11-06 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How does FactSet Research Systems Inc compare with its peers?

Against its peer group (Financial Data & Stock Exchanges · United States), FactSet Research Systems Inc (FDS) sits 5.8% below its 52-week high, 10.7% above its 50-day average; Cboe Global Markets Inc (CBOE) is 4.6% below, Morningstar Inc (MORN) is 1.9% below, MSCI Inc (MSCI) is 5.9% below, as of 2026-11-06. Put any of them next to FDS in the chart grid (2×1 or 2×2) and the page lays the companies side by side: performance, trend, valuation, margins and our money-flow reading.

How does FactSet Research Systems Inc trade when bond yields rise?

Over the past year FactSet Research Systems Inc had a beta of 0.55 to TLT, the long-dated Treasury fund — it shows only a loose link to bond moves, higher than 47% of US names. On the 10 sessions in which long bonds fell most it moved −1.03% on average, against −0.74% for the S&P 500. As of 2026-11-06; The "How it trades on rate days" block on this page carries the lines.

Where has Closelooknet written about FactSet Research Systems Inc?

FactSet Research Systems Inc appears in 1 Closelooknet piece as of 2026-11-07, most recently Daily Pulse: AI Search — The Owners of the Facts Are Down 20–40%, the Answer Boxes Sit Near Their Highs (2026-09-22). The "Mentioned on Closelooknet" block on this page lists the long reads, the reference entries and the dailies that name it.

What does FactSet Research Systems Inc do?

FactSet builds financial data platforms and workstations that investment professionals use to research ideas, build portfolios and report on performance and risk. It supplies data feeds, cloud tools and application interfaces to banks, asset managers, hedge funds and wealth managers worldwide. The company has a partnership with Google Cloud to develop AI-based tools for its financial clients. Closelooknet's peer group does not name a set for FactSet; the comparison the market draws is with Bloomberg's terminal business, the rival most often mentioned alongside it. (Company snapshot of 2026-09-17.)

Where does FactSet Research Systems Inc sit in the AI build-out?

FactSet carries no seat in our Rubin index of the AI build-out; it sits in the sector of our universe that covers financial data and market-infrastructure providers, serving investment firms rather than the hardware or model layers Rubin tracks. FactSet is a constituent of the S&P 500 but does not sit in our Rubin index and does not yet carry a Closelooknet score; the diary has not quoted it in an edition to date. (Company snapshot of 2026-09-17.)

Does FactSet Research Systems Inc pay a dividend?

FactSet Research Systems Inc has paid 4.52 USD per share over the last twelve months, paid quarterly, a trailing yield of 1.38% on the 2026-11-06 close; the last distribution recorded in the price series was 1.16 USD on 2026-08-31. As of 2026-11-06; the "Dividends and capital return" block on this page carries the lines.

What has Wall Street done on FactSet Research Systems Inc recently?

The most recent analyst action on FactSet Research Systems Inc on the Closelooknet wire is a price target by Wells Fargo on 2026-11-05 (target 290). 5 actions on the analyst wire since 2026-08-13: 5 target changes. Analyst actions are third-party opinions recorded by the wire, not Closelooknet readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

What does this page show?

A live price chart with SMA overlays and drawing tools for FDS, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.

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Related in the Closelooknet universe

then Financial Data & Stock Exchanges, then Financial Services. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.