FactSet Research Systems Inc. (FDS)

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FactSet Research Systems Inc. (FDS) is down 23.0% since the beginning of the year. At $221 per share, FDS is trading 51.2% below its 52-week high of $453. Investors who bought $1,000 worth of FDS shares 5 years ago would now be looking at an investment worth $717.

FactSet Research Systems Inc. (FDS) has returned -22.98% so far this year and -47.05% over the past 12 months. Over the last ten years, FDS has returned 4.55% per year, falling short of the S&P 500 Index benchmark, which averaged 13.67% annually.

Based on dividend-adjusted daily data since Jul 3, 1996, FDS's average daily return is +0.08%, while the average monthly return is +1.57%. At this rate, an investment would double in approximately 3.7 years.

Historically, 57% of months were positive and 43% were negative. The best month was Dec 1998 with a return of +52.0%, while the worst month was Oct 2008 at -25.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FDS closed higher 52% of trading days. The best single day was Sep 20, 2005 with a return of +18.0%, while the worst single day was Aug 21, 2001 at -16.9%.

FactSet Research Systems Inc. has an annualized alpha of 11.37%, beta of 0.90, and R2 of 0.25 versus S&P 500 Index. Calculated based on daily prices since July 03, 1996.

• This stock captured 129.98% of S&P 500 Index gains and 100.81% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.25 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

FDS ranks 7 for risk / return — in the bottom 7% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

FactSet Research Systems Inc. provided a 2.02% dividend yield over the last twelve months, with an annual payout of $4.46 per share. The company has been increasing its dividends for 26 consecutive years, earning it the status of a dividend aristocrat.

The table displays the monthly dividend distributions for FactSet Research Systems Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the FactSet Research Systems Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the FactSet Research Systems Inc. was 61.13%, occurring on Feb 17, 2026. The portfolio has not yet recovered.

The current FactSet Research Systems Inc. drawdown is 54.29%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of FactSet Research Systems Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how FactSet Research Systems Inc. is priced in the market compared to other companies in the Financial Data & Stock Exchanges industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.