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FactSet Research Systems share price today

FactSet Research Systems Inc. · FDS · Financials · Financial Data & Stock Exchanges · price as of the 4 November 2026 close, updated every trading day · results updated weekly · All US stock lists

FactSet Research Systems share price: $342.19 at the close on 4 November 2026, +30.3% in a year.

Slowing from a peakBusiness trend from the last 12 quarters
$342.19Price +30.3% in a year
6.0×P/BV lower than 78% of the last 5.2 years
$635 MRevenue (Aug 2026) +6.3% on a year ago
$121 MProfit (Aug 2026) −21.1% on a year ago
19.1%Net margin −6.6 points on a year ago
26%ROE FY26
10.65%ROA latest

FactSet Research Systems Inc.'s P/BV is near the low end of its own history, higher than only 22% of past readings, and its quarterly results are still getting worse.

The main question: the share price moved +30.3% in a year while yearly earnings per share moved −6.3%. The difference came from the market paying a higher multiple.

The price has been stalling near its high for 17 weeks, and the P/BV is lower than 78% of its own last 5.2 years. Over the last four quarters, results have been deteriorating, with profit −21.1% on a year earlier, with the net margin at 19.1%. What will decide it: whether earnings grow into a price that has already moved.

What is the FactSet Research Systems share price today?

FactSet Research Systems Inc.'s share price was $342.19 at the close on 4 November 2026. It has been stalling near its high for 17 weeks. That is 36.3% above its average price over the last 200 trading days.

A share price tends to move through four phases: moving sideways (stage 1), rising (stage 2), stalling near a high (stage 3) and falling (stage 4). Today FactSet Research Systems Inc. is in stage 3. The phase helps read everything below.

In the last 52 weeks it traded between $195 and $342, and at that close it was at the high of that range. Over the past 13 weeks it has done better than the S&P 500, and it has stayed ahead for 18 weeks in a row.

1Y

Nov 2026: $342.19, 36.3% above its 200-day average. The price has been stalling near its high for 17 weeks.

  • Price $342.19
  • 50-day avg $294.84
  • 200-day avg $251.13
Nov 2026: $342.19, 36.3% above its 200-day average. The price has been stalling near its high for 17 weeks.
WeekPrice50-day avg200-day avg
31 Oct 2025$266.80$314.64$406.35
7 Nov 2025$262.60$302.76$401.29
14 Nov 2025$273.91$292.90$396.35
21 Nov 2025$277.02$283.31$391.41
28 Nov 2025$277.27$278.88$387.76
5 Dec 2025$290.63$278.10$383.24
12 Dec 2025$292.47$278.32$379.00
19 Dec 2025$288.54$279.21$374.96
26 Dec 2025$292.13$279.71$372.06
2 Jan 2026$284.90$279.93$369.14
9 Jan 2026$294.45$280.32$365.57
16 Jan 2026$288.60$282.93$361.63
23 Jan 2026$286.68$284.82$358.76
30 Jan 2026$254.36$284.08$354.91
6 Feb 2026$207.32$279.12$349.84
13 Feb 2026$205.79$271.54$344.24
20 Feb 2026$195.05$264.46$339.50
27 Feb 2026$216.81$256.02$333.50
6 Mar 2026$225.87$249.56$327.48
13 Mar 2026$205.65$241.35$321.09
20 Mar 2026$209.27$233.26$314.93
27 Mar 2026$198.33$223.69$309.15
2 Apr 2026$227.68$218.39$305.08
10 Apr 2026$211.60$212.51$299.88
17 Apr 2026$232.73$211.34$294.53
24 Apr 2026$224.12$214.40$289.21
1 May 2026$227.58$217.35$283.88
8 May 2026$223.61$219.26$278.77
15 May 2026$212.58$218.05$273.62
22 May 2026$232.00$219.23$269.41
29 May 2026$245.47$221.65$266.57
5 Jun 2026$255.62$227.11$263.70
12 Jun 2026$241.16$230.68$260.25
18 Jun 2026$221.29$230.95$257.37
26 Jun 2026$231.74$230.71$253.55
2 Jul 2026$250.09$231.08$251.15
10 Jul 2026$247.11$233.03$249.55
17 Jul 2026$258.09$236.16$248.79
24 Jul 2026$254.36$239.19$247.96
31 Jul 2026$263.20$245.14$247.70
7 Aug 2026$285.57$249.84$247.49
14 Aug 2026$283.49$252.87$247.33
21 Aug 2026$299.91$257.03$247.86
28 Aug 2026$308.98$263.64$248.87
4 Sep 2026$301.96$272.78$249.73
11 Sep 2026$259.71$275.77$249.74
18 Sep 2026$283.83$278.63$249.79
25 Sep 2026$273.08$280.78$249.64
2 Oct 2026$266.00$282.61$249.09
9 Oct 2026$287.18$283.52$248.85
16 Oct 2026$301.67$285.78$248.93
23 Oct 2026$331.32$289.46$249.70
30 Oct 2026$329.57$292.49$250.32
4 Nov 2026$342.19$294.84$251.13
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 1-year window.

3Y

Nov 2026: $342.19, 36.3% above its 200-day average. The price has been stalling near its high for 17 weeks.

  • Price $342.19
  • 50-day avg $294.84
  • 200-day avg $251.13
Nov 2026: $342.19, 36.3% above its 200-day average. The price has been stalling near its high for 17 weeks.
WeekPrice50-day avg200-day avg
3 Nov 2023$443.79$435.70$418.54
10 Nov 2023$453.02$437.34$419.24
17 Nov 2023$457.34$440.03$420.06
24 Nov 2023$460.11$442.44$420.62
1 Dec 2023$455.17$445.36$421.24
8 Dec 2023$443.89$446.33$421.75
15 Dec 2023$456.96$447.66$422.69
22 Dec 2023$469.13$448.41$423.87
29 Dec 2023$477.05$450.65$425.33
5 Jan 2024$456.58$452.73$426.29
12 Jan 2024$466.56$456.22$427.81
19 Jan 2024$463.45$457.74$428.79
26 Jan 2024$470.67$459.78$430.41
2 Feb 2024$486.77$461.85$432.03
9 Feb 2024$477.59$463.72$433.51
16 Feb 2024$458.42$464.82$434.94
23 Feb 2024$463.47$465.89$436.12
1 Mar 2024$461.32$466.47$437.67
8 Mar 2024$466.12$466.77$439.45
15 Mar 2024$475.96$467.73$441.73
22 Mar 2024$447.46$468.83$443.61
28 Mar 2024$454.39$467.59$444.57
5 Apr 2024$433.17$464.60$445.08
12 Apr 2024$426.24$460.45$445.80
19 Apr 2024$434.02$455.15$446.62
26 Apr 2024$421.47$450.69$447.36
3 May 2024$428.25$447.08$447.44
10 May 2024$439.16$444.44$447.45
17 May 2024$448.88$442.41$447.69
24 May 2024$436.04$439.19$448.20
31 May 2024$404.26$433.83$448.00
7 Jun 2024$409.93$429.40$447.33
14 Jun 2024$401.74$425.78$446.62
21 Jun 2024$423.73$423.86$446.16
28 Jun 2024$408.27$422.85$445.87
5 Jul 2024$423.41$421.76$445.62
12 Jul 2024$423.90$421.44$445.31
19 Jul 2024$424.32$421.94$445.23
26 Jul 2024$415.33$419.64$444.43
2 Aug 2024$414.56$416.09$443.49
9 Aug 2024$403.03$413.08$442.60
16 Aug 2024$410.87$413.46$442.06
23 Aug 2024$408.97$413.74$441.33
30 Aug 2024$422.84$414.72$440.46
6 Sep 2024$424.03$415.22$439.80
13 Sep 2024$445.36$417.72$439.30
20 Sep 2024$465.91$421.67$439.36
27 Sep 2024$458.49$424.42$439.75
4 Oct 2024$457.00$428.49$439.78
11 Oct 2024$456.81$432.64$439.59
18 Oct 2024$471.53$439.03$439.59
25 Oct 2024$454.94$444.93$439.68
1 Nov 2024$458.80$449.52$439.54
8 Nov 2024$477.46$455.48$439.62
15 Nov 2024$483.90$461.59$439.89
22 Nov 2024$487.62$466.04$439.99
29 Nov 2024$490.67$468.92$440.43
6 Dec 2024$479.97$471.01$441.06
13 Dec 2024$488.74$473.81$441.64
20 Dec 2024$483.52$476.79$442.14
27 Dec 2024$486.56$478.81$442.41
3 Jan 2025$475.06$479.54$442.41
10 Jan 2025$453.02$479.61$442.45
17 Jan 2025$462.99$479.56$442.74
24 Jan 2025$467.12$478.85$443.34
31 Jan 2025$474.41$477.26$444.39
7 Feb 2025$466.79$475.79$445.31
14 Feb 2025$456.09$472.45$446.20
21 Feb 2025$461.78$470.98$447.03
28 Feb 2025$461.74$468.30$447.60
7 Mar 2025$440.73$464.46$447.65
14 Mar 2025$436.85$458.99$447.38
21 Mar 2025$432.86$455.45$448.04
28 Mar 2025$448.76$454.18$448.97
4 Apr 2025$416.19$452.15$449.93
11 Apr 2025$425.44$446.62$449.88
17 Apr 2025$427.05$443.49$450.24
25 Apr 2025$424.47$439.69$450.39
2 May 2025$434.56$436.50$450.49
9 May 2025$454.62$434.73$450.81
16 May 2025$473.32$435.90$452.07
23 May 2025$462.80$439.09$453.51
30 May 2025$458.26$440.94$454.72
6 Jun 2025$432.35$441.18$455.48
13 Jun 2025$419.90$438.35$455.82
20 Jun 2025$422.34$439.04$455.95
27 Jun 2025$441.43$440.14$456.23
3 Jul 2025$447.94$442.18$456.38
11 Jul 2025$446.21$444.31$456.14
18 Jul 2025$432.32$444.71$455.51
25 Jul 2025$419.54$441.64$454.56
1 Aug 2025$391.33$435.43$453.36
8 Aug 2025$382.43$428.04$451.36
15 Aug 2025$369.62$420.45$449.16
22 Aug 2025$381.62$415.49$447.18
29 Aug 2025$373.32$411.04$444.85
5 Sep 2025$371.01$405.91$442.48
12 Sep 2025$361.84$398.28$439.64
19 Sep 2025$289.15$385.84$435.47
26 Sep 2025$289.69$370.85$430.60
3 Oct 2025$282.33$357.20$425.60
10 Oct 2025$283.13$343.97$420.48
17 Oct 2025$286.67$333.31$415.38
24 Oct 2025$285.30$324.60$410.82
31 Oct 2025$266.80$314.64$406.35
7 Nov 2025$262.60$302.76$401.29
14 Nov 2025$273.91$292.90$396.35
21 Nov 2025$277.02$283.31$391.41
28 Nov 2025$277.27$278.88$387.76
5 Dec 2025$290.63$278.10$383.24
12 Dec 2025$292.47$278.32$379.00
19 Dec 2025$288.54$279.21$374.96
26 Dec 2025$292.13$279.71$372.06
2 Jan 2026$284.90$279.93$369.14
9 Jan 2026$294.45$280.32$365.57
16 Jan 2026$288.60$282.93$361.63
23 Jan 2026$286.68$284.82$358.76
30 Jan 2026$254.36$284.08$354.91
6 Feb 2026$207.32$279.12$349.84
13 Feb 2026$205.79$271.54$344.24
20 Feb 2026$195.05$264.46$339.50
27 Feb 2026$216.81$256.02$333.50
6 Mar 2026$225.87$249.56$327.48
13 Mar 2026$205.65$241.35$321.09
20 Mar 2026$209.27$233.26$314.93
27 Mar 2026$198.33$223.69$309.15
2 Apr 2026$227.68$218.39$305.08
10 Apr 2026$211.60$212.51$299.88
17 Apr 2026$232.73$211.34$294.53
24 Apr 2026$224.12$214.40$289.21
1 May 2026$227.58$217.35$283.88
8 May 2026$223.61$219.26$278.77
15 May 2026$212.58$218.05$273.62
22 May 2026$232.00$219.23$269.41
29 May 2026$245.47$221.65$266.57
5 Jun 2026$255.62$227.11$263.70
12 Jun 2026$241.16$230.68$260.25
18 Jun 2026$221.29$230.95$257.37
26 Jun 2026$231.74$230.71$253.55
2 Jul 2026$250.09$231.08$251.15
10 Jul 2026$247.11$233.03$249.55
17 Jul 2026$258.09$236.16$248.79
24 Jul 2026$254.36$239.19$247.96
31 Jul 2026$263.20$245.14$247.70
7 Aug 2026$285.57$249.84$247.49
14 Aug 2026$283.49$252.87$247.33
21 Aug 2026$299.91$257.03$247.86
28 Aug 2026$308.98$263.64$248.87
4 Sep 2026$301.96$272.78$249.73
11 Sep 2026$259.71$275.77$249.74
18 Sep 2026$283.83$278.63$249.79
25 Sep 2026$273.08$280.78$249.64
2 Oct 2026$266.00$282.61$249.09
9 Oct 2026$287.18$283.52$248.85
16 Oct 2026$301.67$285.78$248.93
23 Oct 2026$331.32$289.46$249.70
30 Oct 2026$329.57$292.49$250.32
4 Nov 2026$342.19$294.84$251.13
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 3-year window.

5Y

Nov 2026: $342.19, 36.3% above its 200-day average. The price has been stalling near its high for 17 weeks.

  • Price $342.19
  • 50-day avg $294.84
  • 200-day avg $251.13
Nov 2026: $342.19, 36.3% above its 200-day average. The price has been stalling near its high for 17 weeks.
WeekPrice50-day avg200-day avg
29 Oct 2021$443.89$394.85$344.77
12 Nov 2021$456.67$408.74$351.24
26 Nov 2021$458.49$422.81$357.82
10 Dec 2021$466.07$440.43$365.75
23 Dec 2021$479.51$453.11$372.96
7 Jan 2022$441.87$462.65$380.77
21 Jan 2022$420.12$461.10$386.05
4 Feb 2022$420.28$452.74$391.12
18 Feb 2022$403.01$441.39$394.61
4 Mar 2022$413.05$430.22$398.10
18 Mar 2022$439.15$417.63$402.45
1 Apr 2022$429.12$416.31$407.69
14 Apr 2022$420.57$419.42$412.31
29 Apr 2022$403.49$421.85$416.62
13 May 2022$371.81$416.55$418.43
27 May 2022$388.01$408.04$418.94
10 Jun 2022$362.94$398.18$419.28
24 Jun 2022$392.52$384.85$418.38
8 Jul 2022$401.63$378.26$418.91
22 Jul 2022$408.03$379.71$419.65
5 Aug 2022$423.31$389.92$420.12
19 Aug 2022$446.37$402.14$420.48
2 Sep 2022$430.44$418.29$419.95
16 Sep 2022$446.02$428.44$419.24
30 Sep 2022$400.11$430.14$416.33
14 Oct 2022$394.58$429.14$413.03
28 Oct 2022$430.40$424.11$410.70
11 Nov 2022$421.24$419.71$410.63
25 Nov 2022$455.58$419.07$411.65
9 Dec 2022$449.74$428.05$414.32
23 Dec 2022$398.04$430.22$414.95
6 Jan 2023$404.46$429.35$414.04
20 Jan 2023$423.76$429.18$413.54
3 Feb 2023$427.56$427.50$413.05
17 Feb 2023$431.23$422.01$413.64
3 Mar 2023$421.20$417.78$415.67
17 Mar 2023$405.81$418.79$417.39
31 Mar 2023$415.09$417.34$419.17
14 Apr 2023$413.97$415.10$420.99
28 Apr 2023$411.69$411.84$421.96
12 May 2023$398.36$407.82$421.88
26 May 2023$388.44$404.59$420.21
9 Jun 2023$397.58$402.81$417.98
23 Jun 2023$394.05$403.29$416.71
7 Jul 2023$387.57$399.33$414.29
21 Jul 2023$431.94$401.72$414.86
4 Aug 2023$422.09$409.43$415.99
18 Aug 2023$429.40$416.07$416.48
1 Sep 2023$435.48$420.54$417.15
15 Sep 2023$427.67$426.53$416.42
29 Sep 2023$437.26$430.89$415.20
13 Oct 2023$446.63$433.33$416.68
27 Oct 2023$420.42$435.41$418.20
10 Nov 2023$453.02$437.34$419.24
24 Nov 2023$460.11$442.44$420.62
8 Dec 2023$443.89$446.33$421.75
22 Dec 2023$469.13$448.41$423.87
5 Jan 2024$456.58$452.73$426.29
19 Jan 2024$463.45$457.74$428.79
2 Feb 2024$486.77$461.85$432.03
16 Feb 2024$458.42$464.82$434.94
1 Mar 2024$461.32$466.47$437.67
15 Mar 2024$475.96$467.73$441.73
28 Mar 2024$454.39$467.59$444.57
12 Apr 2024$426.24$460.45$445.80
26 Apr 2024$421.47$450.69$447.36
10 May 2024$439.16$444.44$447.45
24 May 2024$436.04$439.19$448.20
7 Jun 2024$409.93$429.40$447.33
21 Jun 2024$423.73$423.86$446.16
5 Jul 2024$423.41$421.76$445.62
19 Jul 2024$424.32$421.94$445.23
2 Aug 2024$414.56$416.09$443.49
16 Aug 2024$410.87$413.46$442.06
30 Aug 2024$422.84$414.72$440.46
13 Sep 2024$445.36$417.72$439.30
27 Sep 2024$458.49$424.42$439.75
11 Oct 2024$456.81$432.64$439.59
25 Oct 2024$454.94$444.93$439.68
8 Nov 2024$477.46$455.48$439.62
22 Nov 2024$487.62$466.04$439.99
6 Dec 2024$479.97$471.01$441.06
20 Dec 2024$483.52$476.79$442.14
3 Jan 2025$475.06$479.54$442.41
17 Jan 2025$462.99$479.56$442.74
31 Jan 2025$474.41$477.26$444.39
14 Feb 2025$456.09$472.45$446.20
28 Feb 2025$461.74$468.30$447.60
14 Mar 2025$436.85$458.99$447.38
28 Mar 2025$448.76$454.18$448.97
11 Apr 2025$425.44$446.62$449.88
25 Apr 2025$424.47$439.69$450.39
9 May 2025$454.62$434.73$450.81
23 May 2025$462.80$439.09$453.51
6 Jun 2025$432.35$441.18$455.48
20 Jun 2025$422.34$439.04$455.95
3 Jul 2025$447.94$442.18$456.38
18 Jul 2025$432.32$444.71$455.51
1 Aug 2025$391.33$435.43$453.36
15 Aug 2025$369.62$420.45$449.16
29 Aug 2025$373.32$411.04$444.85
12 Sep 2025$361.84$398.28$439.64
26 Sep 2025$289.69$370.85$430.60
10 Oct 2025$283.13$343.97$420.48
24 Oct 2025$285.30$324.60$410.82
7 Nov 2025$262.60$302.76$401.29
21 Nov 2025$277.02$283.31$391.41
5 Dec 2025$290.63$278.10$383.24
19 Dec 2025$288.54$279.21$374.96
2 Jan 2026$284.90$279.93$369.14
16 Jan 2026$288.60$282.93$361.63
30 Jan 2026$254.36$284.08$354.91
13 Feb 2026$205.79$271.54$344.24
27 Feb 2026$216.81$256.02$333.50
13 Mar 2026$205.65$241.35$321.09
27 Mar 2026$198.33$223.69$309.15
10 Apr 2026$211.60$212.51$299.88
24 Apr 2026$224.12$214.40$289.21
8 May 2026$223.61$219.26$278.77
22 May 2026$232.00$219.23$269.41
5 Jun 2026$255.62$227.11$263.70
18 Jun 2026$221.29$230.95$257.37
2 Jul 2026$250.09$231.08$251.15
17 Jul 2026$258.09$236.16$248.79
31 Jul 2026$263.20$245.14$247.70
14 Aug 2026$283.49$252.87$247.33
28 Aug 2026$308.98$263.64$248.87
11 Sep 2026$259.71$275.77$249.74
25 Sep 2026$273.08$280.78$249.64
9 Oct 2026$287.18$283.52$248.85
23 Oct 2026$331.32$289.46$249.70
4 Nov 2026$342.19$294.84$251.13
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 5-year window.

10Y

Nov 2026: $342.19, 36.3% above its 200-day average. The price has been stalling near its high for 17 weeks.

  • Price $342.19
  • 50-day avg $294.84
  • 200-day avg $251.13
Nov 2026: $342.19, 36.3% above its 200-day average. The price has been stalling near its high for 17 weeks.
WeekPrice50-day avg200-day avg
28 Oct 2016$155.46$167.88–
18 Nov 2016$163.06$161.60–
9 Dec 2016$167.38$158.22–
30 Dec 2016$163.43$160.18–
20 Jan 2017$170.54$164.26–
10 Feb 2017$177.94$168.26–
3 Mar 2017$178.34$172.93–
24 Mar 2017$176.73$176.49–
13 Apr 2017$157.92$173.98–
5 May 2017$164.07$169.40$168.37
26 May 2017$161.95$164.15$167.56
16 Jun 2017$169.94$162.78$166.86
7 Jul 2017$162.04$164.20$166.03
28 Jul 2017$164.99$164.82$166.01
18 Aug 2017$159.02$164.65$166.59
8 Sep 2017$159.13$162.04$166.56
29 Sep 2017$180.11$163.25$166.97
20 Oct 2017$185.76$168.01$168.13
10 Nov 2017$196.21$177.32$169.58
1 Dec 2017$201.45$187.55$171.07
22 Dec 2017$192.11$193.97$172.60
12 Jan 2018$197.75$196.47$173.81
2 Feb 2018$199.33$198.46$176.55
23 Feb 2018$205.23$197.51$178.92
16 Mar 2018$214.58$201.47$182.49
6 Apr 2018$193.65$203.03$185.05
27 Apr 2018$191.38$202.34$187.29
18 May 2018$197.63$199.01$189.45
8 Jun 2018$208.41$197.13$192.39
29 Jun 2018$198.10$200.68$196.15
20 Jul 2018$205.51$204.07$198.38
10 Aug 2018$212.49$206.18$200.32
31 Aug 2018$229.39$209.80$202.61
21 Sep 2018$231.33$218.29$205.01
12 Oct 2018$212.86$223.85$206.81
2 Nov 2018$223.51$224.34$208.45
23 Nov 2018$228.33$223.80$210.52
14 Dec 2018$223.11$223.83$212.51
4 Jan 2019$200.04$219.23$211.78
25 Jan 2019$214.25$215.53$212.33
15 Feb 2019$224.45$212.33$214.25
8 Mar 2019$231.10$217.10$216.87
29 Mar 2019$248.27$228.16$219.45
18 Apr 2019$262.12$239.48$222.85
10 May 2019$280.79$253.58$228.08
31 May 2019$278.20$265.45$233.00
21 Jun 2019$298.08$279.40$238.34
12 Jul 2019$296.52$286.59$242.42
2 Aug 2019$278.59$287.53$246.94
23 Aug 2019$269.61$284.28$251.17
13 Sep 2019$277.46$278.53$254.29
4 Oct 2019$241.04$270.69$256.83
25 Oct 2019$254.07$261.71$260.40
15 Nov 2019$254.75$255.81$263.54
6 Dec 2019$269.49$252.21$266.18
27 Dec 2019$271.10$260.04$268.66
17 Jan 2020$275.72$264.41$270.52
7 Feb 2020$286.41$272.45$272.28
28 Feb 2020$265.99$280.02$273.50
20 Mar 2020$217.98$276.36$271.76
9 Apr 2020$279.16$270.76$268.87
1 May 2020$269.43$265.36$267.81
22 May 2020$289.34$266.47$268.00
12 Jun 2020$286.98$284.33$270.01
2 Jul 2020$335.90$296.26$272.86
24 Jul 2020$347.94$318.15$279.93
14 Aug 2020$354.59$334.50$287.56
4 Sep 2020$332.47$349.07$294.97
25 Sep 2020$328.40$346.53$299.81
16 Oct 2020$339.56$340.78$304.42
6 Nov 2020$335.83$330.81$308.30
27 Nov 2020$322.75$326.76$310.70
18 Dec 2020$347.03$331.32$314.87
8 Jan 2021$334.45$331.18$320.91
29 Jan 2021$302.34$330.56$324.70
19 Feb 2021$313.68$326.38$327.49
12 Mar 2021$310.90$316.82$329.24
1 Apr 2021$317.01$313.45$330.17
23 Apr 2021$347.10$314.27$329.77
14 May 2021$330.91$322.48$328.76
4 Jun 2021$325.42$326.00$326.95
25 Jun 2021$332.08$329.75$325.34
16 Jul 2021$341.18$331.21$325.72
6 Aug 2021$362.19$337.12$327.13
27 Aug 2021$376.58$349.59$330.62
17 Sep 2021$378.25$363.25$334.66
8 Oct 2021$401.13$376.73$337.75
29 Oct 2021$443.89$394.85$344.77
19 Nov 2021$461.20$416.48$354.89
10 Dec 2021$466.07$440.43$365.75
31 Dec 2021$486.01$459.99$377.26
21 Jan 2022$420.12$461.10$386.05
11 Feb 2022$407.06$447.57$392.95
4 Mar 2022$413.05$430.22$398.10
25 Mar 2022$414.18$415.78$405.03
14 Apr 2022$420.57$419.42$412.31
6 May 2022$378.17$420.94$417.89
27 May 2022$388.01$408.04$418.94
17 Jun 2022$349.33$389.73$418.58
8 Jul 2022$401.63$378.26$418.91
29 Jul 2022$429.68$384.12$419.93
19 Aug 2022$446.37$402.14$420.48
9 Sep 2022$453.38$423.10$419.67
30 Sep 2022$400.11$430.14$416.33
21 Oct 2022$407.09$426.94$411.33
11 Nov 2022$421.24$419.71$410.63
2 Dec 2022$471.15$422.00$413.00
23 Dec 2022$398.04$430.22$414.95
13 Jan 2023$421.36$428.12$413.70
3 Feb 2023$427.56$427.50$413.05
24 Feb 2023$421.39$419.83$414.48
17 Mar 2023$405.81$418.79$417.39
6 Apr 2023$404.78$416.37$420.27
28 Apr 2023$411.69$411.84$421.96
19 May 2023$396.19$405.93$421.14
9 Jun 2023$397.58$402.81$417.98
30 Jun 2023$400.65$401.42$415.39
21 Jul 2023$431.94$401.72$414.86
11 Aug 2023$423.98$413.04$416.39
1 Sep 2023$435.48$420.54$417.15
22 Sep 2023$435.82$429.42$415.56
13 Oct 2023$446.63$433.33$416.68
3 Nov 2023$443.79$435.70$418.54
24 Nov 2023$460.11$442.44$420.62
15 Dec 2023$456.96$447.66$422.69
5 Jan 2024$456.58$452.73$426.29
26 Jan 2024$470.67$459.78$430.41
16 Feb 2024$458.42$464.82$434.94
8 Mar 2024$466.12$466.77$439.45
28 Mar 2024$454.39$467.59$444.57
19 Apr 2024$434.02$455.15$446.62
10 May 2024$439.16$444.44$447.45
31 May 2024$404.26$433.83$448.00
21 Jun 2024$423.73$423.86$446.16
12 Jul 2024$423.90$421.44$445.31
2 Aug 2024$414.56$416.09$443.49
23 Aug 2024$408.97$413.74$441.33
13 Sep 2024$445.36$417.72$439.30
4 Oct 2024$457.00$428.49$439.78
25 Oct 2024$454.94$444.93$439.68
15 Nov 2024$483.90$461.59$439.89
6 Dec 2024$479.97$471.01$441.06
27 Dec 2024$486.56$478.81$442.41
17 Jan 2025$462.99$479.56$442.74
7 Feb 2025$466.79$475.79$445.31
28 Feb 2025$461.74$468.30$447.60
21 Mar 2025$432.86$455.45$448.04
11 Apr 2025$425.44$446.62$449.88
2 May 2025$434.56$436.50$450.49
23 May 2025$462.80$439.09$453.51
13 Jun 2025$419.90$438.35$455.82
3 Jul 2025$447.94$442.18$456.38
25 Jul 2025$419.54$441.64$454.56
15 Aug 2025$369.62$420.45$449.16
5 Sep 2025$371.01$405.91$442.48
26 Sep 2025$289.69$370.85$430.60
17 Oct 2025$286.67$333.31$415.38
7 Nov 2025$262.60$302.76$401.29
28 Nov 2025$277.27$278.88$387.76
19 Dec 2025$288.54$279.21$374.96
9 Jan 2026$294.45$280.32$365.57
30 Jan 2026$254.36$284.08$354.91
20 Feb 2026$195.05$264.46$339.50
13 Mar 2026$205.65$241.35$321.09
2 Apr 2026$227.68$218.39$305.08
24 Apr 2026$224.12$214.40$289.21
15 May 2026$212.58$218.05$273.62
5 Jun 2026$255.62$227.11$263.70
26 Jun 2026$231.74$230.71$253.55
17 Jul 2026$258.09$236.16$248.79
7 Aug 2026$285.57$249.84$247.49
28 Aug 2026$308.98$263.64$248.87
18 Sep 2026$283.83$278.63$249.79
9 Oct 2026$287.18$283.52$248.85
30 Oct 2026$329.57$292.49$250.32
4 Nov 2026$342.19$294.84$251.13
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 10-year window.

Price stage: Falling from Oct 2025 to Jul 2026; Sideways from Jul 2026 to Nov 2026.

Price stage: Sideways from Nov 2023 to Dec 2023; Rising from Dec 2023 to Mar 2024; Sideways from Apr 2024 to Sep 2024; Sideways from Sep 2024 to Feb 2025; Sideways from Mar 2025 to May 2025; Rising in May 2025; Sideways from Jun 2025 to Sep 2025; Falling from Sep 2025 to Jul 2026; Sideways from Jul 2026 to Nov 2026.

Price stage: Rising from Oct 2021 to Apr 2022; Sideways from Apr 2022 to Jul 2022; Rising from Aug 2022 to Oct 2022; Sideways from Oct 2022 to Mar 2023; Sideways from Mar 2023 to Jul 2023; Sideways from Jul 2023 to Dec 2023; Rising from Jan 2024 to Mar 2024; Sideways from Apr 2024 to Sep 2024; Sideways from Sep 2024 to Feb 2025; Sideways from Mar 2025 to Aug 2025; Falling from Sep 2025 to Jul 2026; Sideways from Jul 2026 to Nov 2026.

Price stage: Rising from Dec 2017 to Sep 2019; Sideways from Oct 2019 to Nov 2019; Rising from Dec 2019 to Jan 2021; Sideways from Jan 2021 to Jun 2021; Rising from Jun 2021 to Apr 2022; Sideways from May 2022 to Jul 2022; Rising from Jul 2022 to Dec 2022; Sideways from Jan 2023 to Feb 2023; Sideways from Mar 2023 to Jun 2023; Sideways from Jul 2023 to Dec 2023; Rising from Jan 2024 to Mar 2024; Sideways from Apr 2024 to Sep 2024; Sideways from Oct 2024 to Feb 2025; Sideways from Mar 2025 to Sep 2025; Falling from Sep 2025 to Jun 2026; Sideways from Jul 2026 to Nov 2026.

Week by week since 2016: did it beat the S&P 500 over the past 13 weeks?

Ahead in 244 of 527 weeks

Week by week since 2016: did it beat the S&P 500 over the past 13 weeks?
Week13-week return vs S&P 500
8 Jul 2016no S&P 500 reading
15 Jul 2016no S&P 500 reading
22 Jul 2016no S&P 500 reading
29 Jul 2016no S&P 500 reading
5 Aug 2016no S&P 500 reading
12 Aug 2016no S&P 500 reading
19 Aug 2016no S&P 500 reading
26 Aug 2016no S&P 500 reading
2 Sep 2016no S&P 500 reading
9 Sep 2016no S&P 500 reading
16 Sep 2016no S&P 500 reading
23 Sep 2016no S&P 500 reading
30 Sep 2016no S&P 500 reading
7 Oct 2016−3.4%
14 Oct 2016−6.0%
21 Oct 2016−7.2%
28 Oct 2016−7.5%
4 Nov 2016−7.9%
11 Nov 2016−5.2%
18 Nov 2016−6.9%
25 Nov 2016−11.4%
2 Dec 2016−13.0%
9 Dec 2016−11.3%
16 Dec 2016−11.8%
23 Dec 2016−13.1%
30 Dec 2016−2.5%
6 Jan 2017+2.8%
13 Jan 2017+3.2%
20 Jan 2017+4.1%
27 Jan 2017+3.9%
3 Feb 2017+5.4%
10 Feb 2017+2.8%
17 Feb 2017+3.8%
24 Feb 2017+6.4%
3 Mar 2017+3.6%
10 Mar 2017+1.2%
17 Mar 2017+3.5%
24 Mar 2017+4.7%
31 Mar 2017−4.6%
7 Apr 2017−9.9%
13 Apr 2017−9.6%
21 Apr 2017−8.4%
28 Apr 2017−9.9%
5 May 2017−11.4%
12 May 2017−13.1%
19 May 2017−12.6%
26 May 2017−13.3%
2 Jun 2017−9.7%
9 Jun 2017−10.1%
16 Jun 2017−7.9%
23 Jun 2017−9.6%
30 Jun 2017−1.8%
7 Jul 2017−1.6%
14 Jul 2017−2.2%
21 Jul 2017−2.8%
28 Jul 2017−2.6%
4 Aug 2017−3.4%
11 Aug 2017−3.1%
18 Aug 2017−3.2%
25 Aug 2017−2.8%
1 Sep 2017−5.9%
8 Sep 2017−4.2%
15 Sep 2017−7.5%
22 Sep 2017−1.5%
29 Sep 2017+4.5%
6 Oct 2017+5.8%
13 Oct 2017+4.8%
20 Oct 2017+7.7%
27 Oct 2017+10.2%
3 Nov 2017+11.9%
10 Nov 2017+17.9%
17 Nov 2017+17.1%
24 Nov 2017+18.3%
1 Dec 2017+20.7%
8 Dec 2017+19.3%
15 Dec 2017+19.6%
22 Dec 2017+6.7%
29 Dec 2017+0.8%
5 Jan 2018+2.1%
12 Jan 2018+2.5%
19 Jan 2018−0.8%
26 Jan 2018−0.8%
2 Feb 2018−2.0%
9 Feb 2018−4.6%
16 Feb 2018−2.8%
23 Feb 2018−2.2%
2 Mar 2018+0.8%
9 Mar 2018+0.7%
16 Mar 2018+1.9%
23 Mar 2018+9.6%
29 Mar 2018+4.8%
6 Apr 2018+3.3%
13 Apr 2018+4.5%
20 Apr 2018+0.7%
27 Apr 2018−1.3%
4 May 2018−1.4%
11 May 2018−0.2%
18 May 2018−1.6%
25 May 2018−0.8%
1 Jun 2018−3.0%
8 Jun 2018−2.2%
15 Jun 2018−1.7%
22 Jun 2018−3.0%
29 Jun 2018−3.8%
6 Jul 2018−1.9%
13 Jul 2018−3.1%
20 Jul 2018+1.8%
27 Jul 2018+0.6%
3 Aug 2018+0.3%
10 Aug 2018+3.7%
17 Aug 2018+6.5%
24 Aug 2018+5.6%
31 Aug 2018+6.4%
7 Sep 2018+8.5%
14 Sep 2018+5.3%
21 Sep 2018+3.4%
28 Sep 2018+5.8%
5 Oct 2018+5.9%
12 Oct 2018+6.6%
19 Oct 2018+8.1%
26 Oct 2018+10.7%
2 Nov 2018+14.3%
9 Nov 2018+10.5%
16 Nov 2018+8.7%
23 Nov 2018+10.2%
30 Nov 2018+7.3%
7 Dec 2018+4.3%
14 Dec 2018+5.4%
21 Dec 2018+1.6%
28 Dec 2018+3.9%
4 Jan 2019+2.2%
11 Jan 2019+1.9%
18 Jan 2019+1.2%
25 Jan 2019+0.2%
1 Feb 2019−1.0%
8 Feb 2019−1.5%
15 Feb 2019−4.1%
22 Feb 2019−4.6%
1 Mar 2019−0.6%
8 Mar 2019−0.8%
15 Mar 2019−1.6%
22 Mar 2019+4.6%
29 Mar 2019+10.5%
5 Apr 2019+12.1%
12 Apr 2019+15.7%
18 Apr 2019+13.4%
26 Apr 2019+16.1%
3 May 2019+18.0%
10 May 2019+20.3%
17 May 2019+21.0%
24 May 2019+19.7%
31 May 2019+19.2%
7 Jun 2019+21.6%
14 Jun 2019+22.0%
21 Jun 2019+21.8%
28 Jun 2019+11.7%
5 Jul 2019+13.4%
12 Jul 2019+10.4%
19 Jul 2019+4.3%
26 Jul 2019+1.7%
2 Aug 2019+0.4%
9 Aug 2019−2.1%
16 Aug 2019−1.6%
23 Aug 2019−4.5%
30 Aug 2019−8.4%
6 Sep 2019−9.3%
13 Sep 2019−10.5%
20 Sep 2019−6.8%
27 Sep 2019−16.3%
4 Oct 2019−17.0%
11 Oct 2019−15.8%
18 Oct 2019−11.0%
25 Oct 2019−10.3%
1 Nov 2019−12.8%
8 Nov 2019−17.3%
15 Nov 2019−16.0%
22 Nov 2019−12.7%
29 Nov 2019−12.0%
6 Dec 2019−7.9%
13 Dec 2019−7.6%
20 Dec 2019−13.7%
27 Dec 2019+2.7%
3 Jan 2020+1.9%
10 Jan 2020−2.0%
17 Jan 2020−1.0%
24 Jan 2020−0.2%
31 Jan 2020+6.7%
7 Feb 2020+8.6%
14 Feb 2020+9.3%
21 Feb 2020+7.9%
28 Feb 2020+8.2%
6 Mar 2020+9.1%
13 Mar 2020+8.4%
20 Mar 2020+10.9%
27 Mar 2020+15.5%
3 Apr 2020+17.2%
9 Apr 2020+20.0%
17 Apr 2020+15.6%
24 Apr 2020+13.2%
1 May 2020+6.3%
8 May 2020+8.4%
15 May 2020+9.0%
22 May 2020+8.0%
29 May 2020+12.9%
5 Jun 2020+6.2%
12 Jun 2020+0.4%
19 Jun 2020+4.4%
26 Jun 2020+10.6%
2 Jul 2020+6.9%
10 Jul 2020+11.6%
17 Jul 2020+13.6%
24 Jul 2020+13.4%
31 Jul 2020+13.1%
7 Aug 2020+14.5%
14 Aug 2020+8.5%
21 Aug 2020+8.2%
28 Aug 2020−0.4%
4 Sep 2020−2.4%
11 Sep 2020+4.1%
18 Sep 2020+3.7%
25 Sep 2020−9.6%
2 Oct 2020−10.5%
9 Oct 2020−15.9%
16 Oct 2020−12.0%
23 Oct 2020−13.4%
30 Oct 2020−11.5%
6 Nov 2020−10.3%
13 Nov 2020−13.7%
20 Nov 2020−14.4%
27 Nov 2020−12.3%
4 Dec 2020−2.4%
11 Dec 2020−2.2%
18 Dec 2020−8.5%
24 Dec 2020−12.5%
31 Dec 2020−9.3%
8 Jan 2021−7.8%
15 Jan 2021−14.5%
22 Jan 2021−13.2%
29 Jan 2021−14.7%
5 Feb 2021−16.0%
12 Feb 2021−13.4%
19 Feb 2021−12.2%
26 Feb 2021−10.4%
5 Mar 2021−14.2%
12 Mar 2021−19.1%
19 Mar 2021−15.8%
26 Mar 2021−7.9%
1 Apr 2021−11.8%
9 Apr 2021−15.5%
16 Apr 2021−10.7%
23 Apr 2021−0.5%
30 Apr 2021−1.6%
7 May 2021−2.9%
14 May 2021−1.4%
21 May 2021−1.8%
28 May 2021−0.4%
4 Jun 2021−6.6%
11 Jun 2021−2.0%
18 Jun 2021−2.1%
25 Jun 2021−5.8%
2 Jul 2021−1.5%
9 Jul 2021+5.2%
16 Jul 2021+3.5%
23 Jul 2021−6.1%
30 Jul 2021+1.2%
6 Aug 2021+2.6%
13 Aug 2021+4.2%
20 Aug 2021+5.6%
27 Aug 2021+5.4%
3 Sep 2021+11.4%
10 Sep 2021+12.0%
17 Sep 2021+9.9%
24 Sep 2021+8.2%
1 Oct 2021+16.3%
8 Oct 2021+16.3%
15 Oct 2021+18.2%
22 Oct 2021+21.8%
29 Oct 2021+19.5%
5 Nov 2021+17.5%
12 Nov 2021+19.3%
19 Nov 2021+19.2%
26 Nov 2021+19.8%
3 Dec 2021+20.8%
10 Dec 2021+15.7%
17 Dec 2021+20.9%
23 Dec 2021+22.6%
31 Dec 2021+13.9%
7 Jan 2022+3.7%
14 Jan 2022−1.3%
21 Jan 2022+0.8%
28 Jan 2022−3.4%
4 Feb 2022−1.7%
11 Feb 2022−5.1%
18 Feb 2022−5.2%
25 Feb 2022−6.7%
4 Mar 2022−6.7%
11 Mar 2022−1.7%
18 Mar 2022−3.8%
25 Mar 2022−9.8%
1 Apr 2022−7.1%
8 Apr 2022+4.0%
14 Apr 2022+4.3%
22 Apr 2022+4.4%
29 Apr 2022+4.7%
6 May 2022−1.7%
13 May 2022+0.1%
20 May 2022+0.7%
27 May 2022+0.5%
3 Jun 2022−3.2%
10 Jun 2022−3.8%
17 Jun 2022−2.8%
24 Jun 2022+8.6%
1 Jul 2022+7.7%
8 Jul 2022+4.1%
15 Jul 2022+7.1%
22 Jul 2022+2.8%
29 Jul 2022+6.5%
5 Aug 2022+11.4%
12 Aug 2022+12.3%
19 Aug 2022+14.1%
26 Aug 2022+17.1%
2 Sep 2022+17.9%
9 Sep 2022+20.6%
16 Sep 2022+22.3%
23 Sep 2022+5.7%
30 Sep 2022+7.8%
7 Oct 2022+9.7%
14 Oct 2022+5.8%
21 Oct 2022+5.0%
28 Oct 2022+5.7%
4 Nov 2022+5.5%
11 Nov 2022+2.2%
18 Nov 2022+4.3%
25 Nov 2022+3.1%
2 Dec 2022+5.7%
9 Dec 2022+2.5%
16 Dec 2022−3.4%
23 Dec 2022−2.7%
30 Dec 2022−6.8%
6 Jan 2023−9.2%
13 Jan 2023−4.6%
20 Jan 2023−1.7%
27 Jan 2023−5.4%
3 Feb 2023−4.9%
10 Feb 2023−0.7%
17 Feb 2023−4.3%
24 Feb 2023−6.0%
3 Mar 2023−9.9%
10 Mar 2023−10.2%
17 Mar 2023−7.0%
24 Mar 2023−3.1%
31 Mar 2023−3.6%
6 Apr 2023−5.4%
14 Apr 2023−5.3%
21 Apr 2023−4.7%
28 Apr 2023−5.8%
5 May 2023−5.1%
12 May 2023−7.9%
19 May 2023−10.9%
26 May 2023−13.8%
2 Jun 2023−11.2%
9 Jun 2023−10.9%
16 Jun 2023−9.0%
23 Jun 2023−10.7%
30 Jun 2023−11.8%
7 Jul 2023−11.4%
14 Jul 2023−9.7%
21 Jul 2023−7.2%
28 Jul 2023−3.8%
4 Aug 2023−4.3%
11 Aug 2023−1.8%
18 Aug 2023+4.1%
25 Aug 2023+5.8%
1 Sep 2023+3.8%
8 Sep 2023+4.3%
15 Sep 2023+0.7%
22 Sep 2023+11.2%
29 Sep 2023+12.7%
6 Oct 2023+18.8%
13 Oct 2023+12.7%
20 Oct 2023+6.4%
27 Oct 2023+6.4%
3 Nov 2023+7.9%
10 Nov 2023+8.0%
17 Nov 2023+3.2%
24 Nov 2023+3.6%
1 Dec 2023+2.8%
8 Dec 2023+0.2%
15 Dec 2023+1.0%
22 Dec 2023−2.4%
29 Dec 2023−2.1%
5 Jan 2024−8.0%
12 Jan 2024−6.0%
19 Jan 2024−6.8%
26 Jan 2024−6.7%
2 Feb 2024−4.0%
9 Feb 2024−8.3%
16 Feb 2024−10.6%
23 Feb 2024−10.8%
1 Mar 2024−10.4%
8 Mar 2024−6.2%
15 Mar 2024−4.5%
22 Mar 2024−14.7%
28 Mar 2024−14.8%
5 Apr 2024−15.9%
12 Apr 2024−15.8%
19 Apr 2024−9.0%
26 Apr 2024−14.7%
3 May 2024−15.4%
10 May 2024−12.0%
17 May 2024−8.1%
24 May 2024−10.2%
31 May 2024−15.2%
7 Jun 2024−16.4%
14 Jun 2024−22.1%
21 Jun 2024−9.8%
28 Jun 2024−14.2%
5 Jul 2024−9.2%
12 Jul 2024−10.2%
19 Jul 2024−13.1%
26 Jul 2024−8.6%
2 Aug 2024−7.4%
9 Aug 2024−10.6%
16 Aug 2024−13.2%
23 Aug 2024−12.4%
30 Aug 2024−2.3%
6 Sep 2024+2.3%
13 Sep 2024+7.3%
20 Sep 2024+5.6%
27 Sep 2024+7.3%
4 Oct 2024+4.6%
11 Oct 2024+4.3%
18 Oct 2024+4.6%
25 Oct 2024+3.2%
1 Nov 2024+3.5%
8 Nov 2024+6.2%
15 Nov 2024+12.1%
22 Nov 2024+13.3%
29 Nov 2024+9.1%
6 Dec 2024+0.7%
13 Dec 2024+2.2%
20 Dec 2024−0.3%
27 Dec 2024+2.0%
3 Jan 2025+0.6%
10 Jan 2025−1.0%
17 Jan 2025−4.0%
24 Jan 2025−2.3%
31 Jan 2025−2.0%
7 Feb 2025−2.7%
14 Feb 2025−9.8%
21 Feb 2025−6.0%
28 Feb 2025−4.5%
7 Mar 2025−2.9%
14 Mar 2025−3.8%
21 Mar 2025−5.9%
28 Mar 2025−1.2%
4 Apr 2025+2.2%
11 Apr 2025+1.9%
17 Apr 2025+4.1%
25 Apr 2025+0.3%
2 May 2025−2.6%
9 May 2025+3.5%
16 May 2025+6.3%
23 May 2025+3.7%
30 May 2025+0.1%
6 Jun 2025−5.9%
13 Jun 2025−10.0%
20 Jun 2025−7.8%
27 Jun 2025−12.3%
3 Jul 2025−16.1%
11 Jul 2025−11.9%
18 Jul 2025−18.0%
25 Jul 2025−16.9%
1 Aug 2025−19.6%
8 Aug 2025−28.8%
15 Aug 2025−30.2%
22 Aug 2025−29.0%
29 Aug 2025−28.0%
5 Sep 2025−22.2%
12 Sep 2025−23.9%
19 Sep 2025−43.2%
26 Sep 2025−42.0%
3 Oct 2025−44.0%
10 Oct 2025−41.3%
17 Oct 2025−39.6%
24 Oct 2025−38.3%
31 Oct 2025−41.5%
7 Nov 2025−36.6%
14 Nov 2025−30.3%
21 Nov 2025−29.5%
28 Nov 2025−31.7%
5 Dec 2025−27.6%
12 Dec 2025−22.9%
19 Dec 2025−2.8%
26 Dec 2025−3.5%
2 Jan 2026−1.2%
9 Jan 2026−2.3%
16 Jan 2026−3.4%
23 Jan 2026−1.3%
30 Jan 2026−6.1%
6 Feb 2026−24.0%
13 Feb 2026−26.3%
20 Feb 2026−34.2%
27 Feb 2026−22.2%
6 Mar 2026−20.3%
13 Mar 2026−26.8%
20 Mar 2026−22.8%
27 Mar 2026−24.0%
2 Apr 2026−16.1%
10 Apr 2026−26.0%
17 Apr 2026−22.0%
24 Apr 2026−25.4%
1 May 2026−14.7%
8 May 2026+1.1%
15 May 2026−5.1%
22 May 2026+10.8%
29 May 2026+2.9%
5 Jun 2026+3.5%
12 Jun 2026+5.3%
18 Jun 2026−9.4%
26 Jun 2026+1.9%
2 Jul 2026−3.7%
10 Jul 2026+5.7%
17 Jul 2026+6.2%
24 Jul 2026+10.0%
31 Jul 2026+12.0%
7 Aug 2026+22.9%
14 Aug 2026+28.3%
21 Aug 2026+26.6%
28 Aug 2026+24.2%
4 Sep 2026+13.7%
11 Sep 2026+4.7%
18 Sep 2026+26.3%
25 Sep 2026+12.0%
2 Oct 2026+3.0%
9 Oct 2026+13.1%
16 Oct 2026+14.2%
23 Oct 2026+27.4%
30 Oct 2026+24.1%
4 Nov 2026+20.7%
Each bar is one week, from 2016 to now (527 weeks with a reading). Green means the stock's return over the previous 13 weeks beat the S&P 500; red means it trailed. The colour is strongest at a gap of 25 percentage points or more. A gap means there is no reading for that week.

Over the last 10 years the share price moved +113% while the S&P 500 moved +261%, so it is behind the index over that whole period. The chart above shows the 13-week comparison for every week.

This page treats a rise as over when the price closes below its 200-day average on two Fridays in a row.

What dividend does FactSet Research Systems pay?

FactSet Research Systems Inc. paid $4.46 per share over the last four reported quarters. The most recent declaration was $1.16 for May 2026. At today's price of $342.19 that is a yield of 1.30%, based on dividends already paid, not a forecast.

A dividend is cash paid out for each share. The 12-month total is the four most recent quarters added together.

Dividend per share each quarter: latest $1.16 (May 2026)

  • Dividend per share $1.16
Dividend per share each quarter: latest $1.16 (May 2026)
QuarterDividend per share
Nov 2023$0.98
Feb 2024$0.98
May 2024$1.04
Aug 2024$1.04
Nov 2024$1.04
Feb 2025$1.04
May 2025$1.10
Aug 2025$1.10
Nov 2025$1.10
Feb 2026$1.10
May 2026$1.16
Declared dividend per share, $ a share, each reported quarter. 11 quarters on file.

Which stock lists is FactSet Research Systems on?

FactSet Research Systems is on one of our US lists: S&P 500 companies.

Is FactSet Research Systems profitable?

FactSet Research Systems Inc. earned $121 M of net profit in the Aug 2026 quarter, −21.1% on the same quarter a year earlier. Full-year FY26 profit was $533 M. Over 5 years profit has grown 5.9% a year on average. That is 19.1% of the quarter's revenue. The same quarter a year earlier earned $154 M.

Net profit is what is left after every cost, interest and tax. Earnings per share, dividends and book value all grow from it.

For the full year, FY26 profit was $533 M (−10.6% on the year before).

FY26 profit $533 M (−10.6% on the year before), 5.9% a year over 5 years

  • Net profit $533 M
FY26 profit $533 M (−10.6% on the year before), 5.9% a year over 5 years
QuarterNet profit
FY21$400 M
FY22$397 M
FY23$468 M
FY24$537 M
FY25$597 M
FY26$533 M

Growth on a year earlier

  • Growth on a year earlier −10.6%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY22−0.7%
FY2318%
FY2414.7%
FY2511.2%
FY26−10.6%
Top: net profit each year, $ M. Below: growth on the year before, %. 6-year window. A grey bar is lower than the year before.

Aug 2026: $121 M (−21.1% on a year earlier)

  • Net profit (quarterly) $121 M
Aug 2026: $121 M (−21.1% on a year earlier)
QuarterNet profit (quarterly)
Nov 2023$149 M
Feb 2024$141 M
May 2024$158 M
Aug 2024$89.5 M
Nov 2024$150 M
Feb 2025$145 M
May 2025$149 M
Aug 2025$154 M
Nov 2025$153 M
Feb 2026$133 M
May 2026$127 M
Aug 2026$121 M

Growth on a year earlier

  • Growth on a year earlier −21.1%
Growth on a year earlier
QuarterGrowth on a year earlier
Nov 20238.6%
Feb 20247.1%
May 202417.4%
Aug 202437.4%
Nov 20241%
Feb 20252.8%
May 2025−6.1%
Aug 202571.6%
Nov 20251.7%
Feb 2026−8.1%
May 2026−14.7%
Aug 2026−21.1%
Top: net profit each quarter, $ M. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Why profit moved: revenue changed +6.3% on a year earlier and the margin moved −6.6 percentage points. Sales did the work while the margin got thinner.

On average over the last four quarters, profit changed −10.6% and revenue +6.7%. Profit is growing slower than sales: rising costs are taking part of the growth.

How much revenue does FactSet Research Systems make, and is it growing?

FactSet Research Systems Inc. reported $635 M of income in the Aug 2026 quarter, +6.3% on the same quarter a year earlier. That is the 12th quarter in a row with growth on the year before. Over 5 years it has grown 9.2% a year on average. The last full year, FY26, came in at $2.5 B.

For a bank, revenue is everything it earns: interest on its loans plus fees from its businesses.

The last four reported quarters add to $2.5 B.

FY26 revenue was $2.5 B, +6.7% on the year before.

FY26 revenue $2.5 B (+6.7% on the year before), 9.2% a year over 5 years

  • Revenue $2.5 B
FY26 revenue $2.5 B (+6.7% on the year before), 9.2% a year over 5 years
QuarterRevenue
FY21$1.6 B
FY22$1.8 B
FY23$2.1 B
FY24$2.2 B
FY25$2.3 B
FY26$2.5 B

Growth on a year earlier

  • Growth on a year earlier 6.7%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY2215.9%
FY2313.1%
FY245.6%
FY255.4%
FY266.7%
Top: revenue each year, $ B. Below: growth on the year before, %. 6-year window. A grey bar is lower than the year before.

Aug 2026: $635 M (+6.3% on a year earlier), the 12th quarter in a row of growth

  • Revenue (quarterly) $635 M
Aug 2026: $635 M (+6.3% on a year earlier), the 12th quarter in a row of growth
QuarterRevenue (quarterly)
Nov 2023$542 M
Feb 2024$546 M
May 2024$553 M
Aug 2024$562 M
Nov 2024$569 M
Feb 2025$571 M
May 2025$586 M
Aug 2025$597 M
Nov 2025$608 M
Feb 2026$611 M
May 2026$623 M
Aug 2026$635 M

Growth on a year earlier

  • Growth on a year earlier 6.3%
Growth on a year earlier
QuarterGrowth on a year earlier
Nov 20237.4%
Feb 20246%
May 20244.3%
Aug 20244.9%
Nov 20244.9%
Feb 20254.5%
May 20255.9%
Aug 20256.2%
Nov 20256.9%
Feb 20267.1%
May 20266.4%
Aug 20266.3%
Top: revenue each quarter, $ M. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Recent pace: the last four quarters grew +6.7% on average, against 9.2% a year over the longer run, so this year is growing slower than its own long-run rate.

Is growth speeding up? Revenue over the last 12 months grew +6.7%, against +6.0% a year over the last 8 quarters (stabilising); profit over the last 12 months grew −10.6%, against −0.3% a year (rolling over).

How much does FactSet Research Systems keep from what it earns?

FactSet Research Systems Inc.'s net margin was 19.1% in the Aug 2026 quarter, 6.6 percentage points lower than the same quarter a year ago. Across 6 years it has been between 21.5% and 25.7%. The latest quarter is below every full year in that period.

Net margin is what the bank keeps from every $100 of revenue after every cost, provision for bad loans and tax. With big fee businesses in the mix, it is the clearest margin we can read for this bank.

Why: the net margin move is clear, but the cost details behind it are not in our data, so we show the move without guessing the reason.

FY26: 21.5%, within a range of 21.5% to 25.7% over 6 years

  • Net margin 21.5%
FY26: 21.5%, within a range of 21.5% to 25.7% over 6 years
QuarterNet margin
FY2125.1%
FY2221.5%
FY2322.4%
FY2424.4%
FY2525.7%
FY2621.5%

Change on the year before (points)

  • Change on the year before (points) −4.2 pts
Change on the year before (points)
QuarterChange on the year before (points)
FY21–
FY22−3.6 pts
FY23+0.9 pts
FY24+2.0 pts
FY25+1.3 pts
FY26−4.2 pts
Net margin each year, % (top). Below: change on the year before, in percentage points. 6-year window.

Aug 2026: net margin 19.1% (−6.6 points on a year earlier)

  • Net margin 19.1%
Aug 2026: net margin 19.1% (−6.6 points on a year earlier)
QuarterNet margin
Nov 202327.4%
Feb 202425.8%
May 202428.6%
Aug 202415.9%
Nov 202426.4%
Feb 202525.4%
May 202525.4%
Aug 202525.7%
Nov 202525.1%
Feb 202621.8%
May 202620.3%
Aug 202619.1%

Change on a year earlier (points)

  • Change on a year earlier (points) −6.6 pts
Change on a year earlier (points)
QuarterChange on a year earlier (points)
Nov 2023+0.3 pts
Feb 2024+0.3 pts
May 2024+3.2 pts
Aug 2024+3.7 pts
Nov 2024−1.0 pts
Feb 2025−0.4 pts
May 2025−3.2 pts
Aug 2025+9.8 pts
Nov 2025−1.3 pts
Feb 2026−3.6 pts
May 2026−5.1 pts
Aug 2026−6.6 pts
Top: quarterly net margin, %. Below: change on the same quarter a year earlier, in percentage points. Last 12 quarters. Net profit as a share of total revenue, each quarter.

How many of FactSet Research Systems' loans have gone bad?

FactSet Research Systems Inc. does not report loan-quality figures this page can read, so this section says so rather than guess. No bad-loan figures are filed in a form this page can read, and none are guessed from the profit line. The income, margin and return sections carry what this business does report.

Gross NPA is the share of the loan book where repayments have stopped. Net NPA is what is left after the money the lender has already set aside for those loans. Falling is good; rising is a warning.

Why: loan quality drives a lender, but its details (new bad loans, recoveries, money set aside) are not in our data for this company. The sections around this one carry what we can back up.

How fast is FactSet Research Systems' loan book growing?

FactSet Research Systems Inc.'s revenue was $2.5 B in FY26, +6.7% on the year before, so the loan book is growing. The latest quarter was +6.3% on a year earlier. The net margin on that income is 19.1%, −6.6 percentage points on a year ago.

We read the loan book through revenue: when the book and the businesses grow, revenue grows with them. It is only a rough guide, because interest-rate changes and fee swings can move it a few points in any year.

Interest income stands in for the size of the loan book; changes in interest rates can move it a few points in any year.

FY26: revenue $2.5 B (+6.7% on the year before), net margin 21.5%

  • Revenue $2.5 B
FY26: revenue $2.5 B (+6.7% on the year before), net margin 21.5%
QuarterRevenue
FY21$1.6 B
FY22$1.8 B
FY23$2.1 B
FY24$2.2 B
FY25$2.3 B
FY26$2.5 B

Net margin

  • Net margin 21.5%
Net margin
QuarterNet margin
FY2125.1%
FY2221.5%
FY2322.4%
FY2424.4%
FY2525.7%
FY2621.5%
Top: revenue each year, $ B. Below: net margin, %. 6-year window. A grey bar is lower than the year before.

In short: a lender grows well when its loan book grows, its margin stays steady and its loans stay clean. Quarterly loan-quality figures are missing here, so revenue growth and margin are the two we watch.

What is FactSet Research Systems' P/BV ratio, and how does it compare with its own history?

FactSet Research Systems Inc.'s P/BV is 6.0×, near the low end of its own history: it has been lower only 22% of the time. Its usual P/BV (the middle reading) is 9.3×, over 5.2 years of weekly prices. This compares the share price with the company’s own past. It does not say what the business is worth.

For a bank or lender we compare the price with book value, the net worth on its balance sheet. P/BV is how many dollars the market pays for each $1 of that net worth. Below 1× means the market values it at less than its net worth.

P/BV 6.0× against a usual 9.3×: near the low end of its own history: it has been lower only 22% of the time

  • P/BV 6.05×
  • Median 9.34×
P/BV 6.0× against a usual 9.3×: near the low end of its own history: it has been lower only 22% of the time
WeekP/BVMedian
3 Sep 202114.6×9.34×
17 Sep 202114.3×9.34×
1 Oct 202114.9×9.34×
15 Oct 202115.7×9.34×
29 Oct 202116.7×9.34×
12 Nov 202116.7×9.34×
26 Nov 202116.7×9.34×
10 Dec 202116.0×9.34×
23 Dec 202116.5×9.34×
7 Jan 202215.2×9.34×
21 Jan 202214.4×9.34×
4 Feb 202214.4×9.34×
18 Feb 202213.8×9.34×
4 Mar 202212.9×9.34×
18 Mar 202213.7×9.34×
1 Apr 202213.4×9.34×
14 Apr 202213.1×9.34×
29 Apr 202212.6×9.34×
13 May 202211.6×9.34×
27 May 202212.1×9.34×
10 Jun 202210.9×9.34×
24 Jun 202211.8×9.34×
8 Jul 202212.0×9.34×
22 Jul 202212.2×9.34×
5 Aug 202212.7×9.34×
19 Aug 202213.4×9.34×
2 Sep 202212.3×9.34×
16 Sep 202212.7×9.34×
30 Sep 202211.4×9.34×
14 Oct 202211.3×9.34×
28 Oct 202212.3×9.34×
11 Nov 202212.0×9.34×
25 Nov 202213.0×9.34×
9 Dec 202211.7×9.34×
23 Dec 202210.3×9.34×
6 Jan 202310.5×9.34×
20 Jan 202311.0×9.34×
3 Feb 202311.1×9.34×
17 Feb 202311.2×9.34×
3 Mar 202310.0×9.34×
17 Mar 20239.67×9.34×
31 Mar 20239.90×9.34×
14 Apr 20239.87×9.34×
28 Apr 20239.81×9.34×
12 May 20239.50×9.34×
26 May 20239.26×9.34×
9 Jun 20239.10×9.34×
23 Jun 20239.02×9.34×
7 Jul 20238.87×9.34×
21 Jul 20239.89×9.34×
4 Aug 20239.66×9.34×
18 Aug 20239.83×9.34×
1 Sep 202310.2×9.34×
15 Sep 202310.0×9.34×
29 Sep 202310.3×9.34×
13 Oct 202310.5×9.34×
27 Oct 20239.87×9.34×
10 Nov 202310.6×9.34×
24 Nov 202310.8×9.34×
8 Dec 20239.93×9.34×
22 Dec 202310.5×9.34×
5 Jan 202410.2×9.34×
19 Jan 202410.4×9.34×
2 Feb 202410.9×9.34×
16 Feb 202410.3×9.34×
1 Mar 20249.76×9.34×
15 Mar 202410.1×9.34×
28 Mar 20249.61×9.34×
12 Apr 20249.02×9.34×
26 Apr 20248.92×9.34×
10 May 20249.29×9.34×
24 May 20249.23×9.34×
7 Jun 20248.25×9.34×
21 Jun 20248.53×9.34×
5 Jul 20248.53×9.34×
19 Jul 20248.54×9.34×
2 Aug 20248.35×9.34×
16 Aug 20248.27×9.34×
30 Aug 20248.51×9.34×
13 Sep 20248.84×9.34×
27 Sep 20249.10×9.34×
11 Oct 20249.07×9.34×
25 Oct 20249.03×9.34×
8 Nov 20249.48×9.34×
22 Nov 20249.68×9.34×
6 Dec 20249.17×9.34×
20 Dec 20249.24×9.34×
3 Jan 20259.08×9.34×
17 Jan 20258.85×9.34×
31 Jan 20259.06×9.34×
14 Feb 20258.71×9.34×
28 Feb 20258.53×9.34×
14 Mar 20258.07×9.34×
28 Mar 20258.29×9.34×
11 Apr 20257.86×9.34×
25 Apr 20257.84×9.34×
9 May 20258.40×9.34×
23 May 20258.55×9.34×
6 Jun 20257.59×9.34×
20 Jun 20257.42×9.34×
3 Jul 20257.87×9.34×
18 Jul 20257.59×9.34×
1 Aug 20256.87×9.34×
15 Aug 20256.49×9.34×
29 Aug 20256.56×9.34×
12 Sep 20256.23×9.34×
26 Sep 20254.99×9.34×
10 Oct 20254.87×9.34×
24 Oct 20254.91×9.34×
7 Nov 20254.52×9.34×
21 Nov 20254.77×9.34×
5 Dec 20254.99×9.34×
19 Dec 20254.96×9.34×
2 Jan 20264.89×9.34×
16 Jan 20264.96×9.34×
30 Jan 20264.37×9.34×
13 Feb 20263.54×9.34×
27 Feb 20263.72×9.34×
13 Mar 20263.54×9.34×
27 Mar 20263.41×9.34×
10 Apr 20263.64×9.34×
24 Apr 20263.86×9.34×
8 May 20263.85×9.34×
22 May 20263.99×9.34×
5 Jun 20264.50×9.34×
18 Jun 20263.90×9.34×
2 Jul 20264.40×9.34×
17 Jul 20264.54×9.34×
31 Jul 20264.63×9.34×
14 Aug 20264.99×9.34×
28 Aug 20265.44×9.34×
11 Sep 20264.59×9.34×
25 Sep 20264.83×9.34×
9 Oct 20265.08×9.34×
23 Oct 20265.86×9.34×
4 Nov 20266.05×9.34×

Book value per share

  • Book value per share $56.55
Book value per share
WeekBook value per share
3 Sep 2021–
17 Sep 2021$26.42
1 Oct 2021$26.42
15 Oct 2021$26.42
29 Oct 2021$26.42
12 Nov 2021$26.42
26 Nov 2021$26.42
10 Dec 2021$26.42
23 Dec 2021$26.42
7 Jan 2022$29.09
21 Jan 2022$29.09
4 Feb 2022$29.09
18 Feb 2022$29.09
4 Mar 2022$29.09
18 Mar 2022$29.09
1 Apr 2022$32.10
14 Apr 2022$32.10
29 Apr 2022$32.10
13 May 2022$32.10
27 May 2022$32.10
10 Jun 2022$32.10
24 Jun 2022$33.39
8 Jul 2022$33.39
22 Jul 2022$33.39
5 Aug 2022$33.39
19 Aug 2022$33.39
2 Sep 2022$33.39
16 Sep 2022$33.39
30 Sep 2022$35.00
14 Oct 2022$35.00
28 Oct 2022$35.00
11 Nov 2022$35.00
25 Nov 2022$35.00
9 Dec 2022$35.00
23 Dec 2022$35.00
6 Jan 2023$38.58
20 Jan 2023$38.58
3 Feb 2023$38.58
17 Feb 2023$38.58
3 Mar 2023$38.58
17 Mar 2023$38.58
31 Mar 2023$41.95
14 Apr 2023$41.95
28 Apr 2023$41.95
12 May 2023$41.95
26 May 2023$41.95
9 Jun 2023$41.95
23 Jun 2023$43.68
7 Jul 2023$43.68
21 Jul 2023$43.68
4 Aug 2023$43.68
18 Aug 2023$43.68
1 Sep 2023$43.68
15 Sep 2023$43.68
29 Sep 2023$42.60
13 Oct 2023$42.60
27 Oct 2023$42.60
10 Nov 2023$42.60
24 Nov 2023$42.60
8 Dec 2023$42.60
22 Dec 2023$42.60
5 Jan 2024$44.69
19 Jan 2024$44.69
2 Feb 2024$44.69
16 Feb 2024$44.69
1 Mar 2024$44.69
15 Mar 2024$44.69
28 Mar 2024$47.26
12 Apr 2024$47.26
26 Apr 2024$47.26
10 May 2024$47.26
24 May 2024$47.26
7 Jun 2024$47.26
21 Jun 2024$49.66
5 Jul 2024$49.66
19 Jul 2024$49.66
2 Aug 2024$49.66
16 Aug 2024$49.66
30 Aug 2024$49.66
13 Sep 2024$49.66
27 Sep 2024$50.39
11 Oct 2024$50.39
25 Oct 2024$50.39
8 Nov 2024$50.39
22 Nov 2024$50.39
6 Dec 2024$50.39
20 Dec 2024$50.39
3 Jan 2025$52.34
17 Jan 2025$52.34
31 Jan 2025$52.34
14 Feb 2025$52.34
28 Feb 2025$52.34
14 Mar 2025$52.34
28 Mar 2025$54.14
11 Apr 2025$54.14
25 Apr 2025$54.14
9 May 2025$54.14
23 May 2025$54.14
6 Jun 2025$54.14
20 Jun 2025$54.14
3 Jul 2025$56.93
18 Jul 2025$56.93
1 Aug 2025$56.93
15 Aug 2025$56.93
29 Aug 2025$56.93
12 Sep 2025$56.93
26 Sep 2025$58.08
10 Oct 2025$58.08
24 Oct 2025$58.08
7 Nov 2025$58.08
21 Nov 2025$58.08
5 Dec 2025$58.08
19 Dec 2025$58.08
2 Jan 2026$58.21
16 Jan 2026$58.21
30 Jan 2026$58.21
13 Feb 2026$58.21
27 Feb 2026$58.21
13 Mar 2026$58.21
27 Mar 2026$58.11
10 Apr 2026$58.11
24 Apr 2026$58.11
8 May 2026$58.11
22 May 2026$58.11
5 Jun 2026$58.11
18 Jun 2026$58.11
2 Jul 2026$56.80
17 Jul 2026$56.80
31 Jul 2026$56.80
14 Aug 2026$56.80
28 Aug 2026$56.80
11 Sep 2026$56.80
25 Sep 2026$56.55
9 Oct 2026$56.55
23 Oct 2026$56.55
4 Nov 2026$56.55
Top: P/BV each week. Below: book value per share, quarterly steps drawn, a step line that moves once a quarter; 5.2 years of history; short peaks above 17× are drawn at the top edge.

PEG 2.10 at the Aug 2026 quarter end: above 1.0, so the P/E is bigger than the earnings growth rate

  • PEG 2.10×
  • PEG = 1.0 1.00×
PEG 2.10 at the Aug 2026 quarter end: above 1.0, so the P/E is bigger than the earnings growth rate
QuarterPEGPEG = 1.0
Nov 20214.44×1.00×
Feb 20223.65×1.00×
May 20222.81×1.00×
Aug 20222.77×1.00×
Nov 20222.68×1.00×
Feb 20232.49×1.00×
May 20232.35×1.00×
Aug 20232.46×1.00×
Nov 20232.74×1.00×
Feb 20242.79×1.00×
May 20242.58×1.00×
Aug 20242.37×1.00×
Nov 20242.99×1.00×
Feb 20252.69×1.00×
May 20252.80×1.00×
Aug 20252.24×1.00×
Nov 20252.82×1.00×
Feb 20262.17×1.00×
May 20261.94×1.00×
Aug 20262.10×1.00×
PEG each quarter: the P/E divided by the yearly growth rate of earnings. The flat line marks 1.0. Below it the P/E is smaller than the growth rate; above it the P/E is bigger. Last 20 quarters.
6.0×P/BV · lower than 78% of its last 5.2 years
1.72PEG · today, as reported

Why the multiple is where it is: over the past year book value grew while the price moved +30.3%. Price and book value moved together, so the multiple stayed in its range.

Where the price move came from: over 5 years the price moved −5.2% a year; about +16.4% a year came from book-value growth and about −21.6 percentage points from the multiple (the market paying less). The split is approximate (price return minus book-value growth). It shows how much of the move came from the market paying a different multiple.

In short: the multiple is low against its own past, so the book value trend underneath matters more than the multiple.

Is the FactSet Research Systems business getting better or worse?

FactSet Research Systems Inc.'s business is slowing from a peak. Profit and EPS growth have slowed sharply (profit growth from +12.6% at its peak to −10.6% now), while ROE is still 26.6%. This is based on 12 quarters of 4 measures.

Every business is somewhere on a path of getting better or worse, and this section names where. The last 12 quarters of growth in revenue, profit and earnings per share, plus the return the business earns on its capital, are read as lines. Getting worse: the lines are falling. Turning around: a low point has just formed and the last few quarters are rising from it. Getting better: the rise from the low has lasted. Growing steadily: steady growth with healthy returns. Slowing from a peak: still high, but slowing. When the lines disagree the result is mixed; too little history means no reading. CAGR (compound annual growth rate) is the steady yearly rate that would turn the starting value into the latest one. It is the fairest way to compare growth over different periods. If the 1-year figure is much bigger than the 10-year one, recent growth is running faster than the long-run trend. A dash means there is no figure for that period, or the starting year was a loss, where a growth rate means nothing.

Growth year by year: revenue +6.7% in FY26, profit −10.6%

  • Revenue growth 6.7%
Growth year by year: revenue +6.7% in FY26, profit −10.6%
QuarterRevenue growth
FY21–
FY2215.9%
FY2313.1%
FY245.6%
FY255.4%
FY266.7%

Profit growth, EPS growth

  • Profit growth −10.6%
  • EPS growth −6.3%
Profit growth, EPS growth
QuarterProfit growthEPS growth
FY21––
FY22−0.7%−1.1%
FY2318%17.5%
FY2414.7%15.5%
FY2511.2%11.8%
FY26−10.6%−6.3%
Growth on the year before, each year, %. Top: revenue. Below: net profit and earnings per share, on their own scale because profit growth swings much more. Zero line drawn.

Three growth lines over twelve quarters: revenue stabilising, profit rolling over

  • Revenue 6.7%
Three growth lines over twelve quarters: revenue stabilising, profit rolling over
QuarterRevenue
Nov 202310.3%
Feb 20247.3%
May 20246.2%
Aug 20245.6%
Nov 20245%
Feb 20254.7%
May 20255.1%
Aug 20255.4%
Nov 20255.9%
Feb 20266.5%
May 20266.6%
Aug 20266.7%

Profit, EPS

  • Profit −10.6%
  • EPS −6.3%
Profit, EPS
QuarterProfitEPS
Nov 202312.6%12.6%
Feb 20249.3%9.7%
May 20241%1.7%
Aug 202414.7%15.5%
Nov 202412.2%12.9%
Feb 202510.9%11.3%
May 20253.9%4.4%
Aug 202511.2%11.7%
Nov 202511.3%12.6%
Feb 20268.3%10.5%
May 20266.2%9.6%
Aug 2026−10.6%−6.3%
Growth on a year earlier, % at each quarter end. Top: revenue. Below: profit and earnings per share, on their own scale because they swing much more. Each is measured over the last 12 months. A gap means there is no reading for that quarter.

ROE: the return line, worked out each quarter

  • ROE 26.6%
ROE: the return line, worked out each quarter
QuarterROE
Nov 202328.2%
Feb 202427.2%
May 202427.1%
Aug 202428.1%
Nov 202427%
Feb 202526.4%
May 202524.7%
Aug 202527.3%
Nov 202527.7%
Feb 202627.6%
May 202627.8%
Aug 202626.6%
Net profit over the last 12 months as a share of equity at the quarter end, %.
Steady highRevenue growth · latest +6.7%, range +4.7% to +10.3%
FallingProfit growth · latest −10.6%, range −10.6% to +14.7%
FallingEPS growth · latest −6.3%, range −6.3% to +15.5%
Steady highROE · latest 26.6%, range 24.7% to 28.2%

Why it matters: slowing from a peak is where good stories often end quietly.

Compound annual growth rate (%)

Compound annual growth rate over each period, %. Revenue, profit and EPS come from yearly figures; the stock price row is price growth over the same periods. A dash means no figure for that period, or the starting year was a loss.

Compound annual growth rate (%)
Measure1yr3yr5yr10yr
Revenue+6.7%+5.9%+9.2%—
Profit−10.6%+4.4%+5.9%—
EPS−6.3%+6.6%+7.1%—
Stock price+30.3%−8.3%−5.2%+8.4%
+6.3%Revenue growth (Aug 2026) · latest quarter against a year ago
−21.1%Profit growth (Aug 2026) · latest quarter against a year ago
9.2%Revenue, 5 years · yearly growth over the long run

How much does FactSet Research Systems earn on its equity and assets?

FactSet Research Systems Inc. earned a return on equity of 27% in FY26. That is its lowest yearly reading on file. On its assets, every $100 earned about $10.65, before the effect of borrowing. For a lender the balance sheet is the business, so the return on equity and on assets have to be read together.

Two numbers rate a bank: ROE, what it earns on shareholders’ money, and ROA, what it earns on all its assets. An ROE above about 13 to 15% is healthy; below that, net worth grows slowly.

That is above the level a bank needs to grow its net worth steadily.

FY26: ROE 27%, ROA 10.40%, the full history

  • ROE 26.6%
FY26: ROE 27%, ROA 10.40%, the full history
QuarterROE
FY2139.3%
FY2229.8%
FY2328.9%
FY2428.1%
FY2527.3%
FY2626.6%

ROA

  • ROA 10.4%
ROA
QuarterROA
FY2118.8%
FY2210.8%
FY239.9%
FY2410.9%
FY2511.2%
FY2610.4%
Return on equity each year, % (top); return on assets, % (below). 6-year window. A lender is judged on ROE and ROA; return on capital used (ROIC) does not apply to a bank.

Aug 2026: ROE 24.4% (last 12 months), ROA 11.30%

  • ROE (12 months) 24.4%
Aug 2026: ROE 24.4% (last 12 months), ROA 11.30%
QuarterROE (12 months)
Nov 202315.8%
Feb 202435.8%
May 202432.2%
Aug 202434.3%
Nov 202418.8%
Feb 202530.7%
May 202528.6%
Aug 202528.2%
Nov 202528.3%
Feb 202628%
May 202624.8%
Aug 202624.4%

ROA (12 months)

  • ROA (12 months) 11.3%
ROA (12 months)
QuarterROA (12 months)
Nov 20238.8%
Feb 202411.8%
May 202411.5%
Aug 202412.6%
Nov 20247.9%
Feb 202511.8%
May 202511.2%
Aug 202511.3%
Nov 202510.3%
Feb 202611.6%
May 202610.8%
Aug 202611.3%
Return on equity over the last 12 months (top) and on assets (below), each quarter, %. Last 12 quarters, lined up with the yearly figure.

Why: the ROE chart shows the move, but the deposit-cost and bad-loan details behind it are not in our data.

Does FactSet Research Systems have too much debt?

For a bank, borrowing is the raw material of the business, not a warning sign: it borrows money in order to lend it out. Its safety is read through its returns and its loans. Its safety is read from the bad-loan figures and the return on equity instead.

For a manufacturer, debt is a claim on its profits. For a lender it is the stock it trades in, so the usual debt-to-equity test would mislead and is not used here.

What is the FactSet Research Systems shareholding pattern?

10.8% of FactSet Research Systems Inc.'s tradable shares are in short positions, which are bets that the price will fall, so a large group of traders is betting against it. At normal trading volumes, closing those positions would take about 4.9 days. US companies do not publish a quarter-by-quarter list of owners, so this page uses short interest instead.

There is no quarter-by-quarter list of owners here, so we look at short interest: the share of tradable shares held in short positions, which gain if the price falls.

It is a single reading at one point in time; we do not have its history.

10.8%Short interest · of the tradable float
4.9Days to cover · at typical volumes

Why it is at this level: the figure does not say who has the short positions or why, so we show the level without guessing the story.

How far is FactSet Research Systems from balance-sheet trouble?

For FactSet Research Systems Inc., the Z-score is not used, because it was built for manufacturers, not lenders. For a lender, safety is read from its capital and bad-loan figures instead.

The Z-score estimates how far a company is from balance-sheet trouble. Above about 3 is safe; below about 1.8 is the danger zone. It was built for manufacturers, so it is not used for banks and lenders.

How does FactSet Research Systems rank in its industry?

54.2 out of 100, rank 8 of 14 in Financial Data & Stock Exchanges, with 80% of the evidence available.

FactSet Research Systems Inc. scores 54.2 out of 100 against the 14 companies it is compared with in Financial Data & Stock Exchanges, ranking 8. Relative strength against the index is 24%, and revenue and profit growth are weak.

The four parts add up to the total exactly: 9.9 + 18.1 + 6.5 + 19.7 = 54.2. This is the same number shown on the industry page; it is worked out once for the whole group and read here.

What would change it: The score would fall if ROA turns down or gross NPA rises while the share price lags its sector.

Which companies is FactSet Research Systems compared with?

FactSet Research Systems ranks 8 of 14 Financial Data & Stock Exchanges companies on the 4-Factor Sector Score, with 54.2 out of 100.

  1. 1Morningstar, Inc.MORN · breaking out · Most evidence points up · 76% evidence68.6out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 19.9/35 · Income 9.3% · Profit 4.2% · 71% evidenceCapital efficiency 17.9/25 · ROA 10.3% · ROE 38.2% · GNPA — · 68% evidenceValuation 11.5/20 · P/BV 5.79× · P/BV÷ROE 0.15 · 70% evidenceRelative strength 19.3/20 · Lead over its industry 9.6% · Lead over S&P 500 19.2% · 1 year 13.3% · 100% evidence · 12 of 12 weeks aheadExact sum: 19.9 + 17.9 + 11.5 + 19.3 = 68.6 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  2. 2Cboe Global Markets, Inc.CBOE · breaking out · Most evidence points up · 76% evidence68.3out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 24.7/35 · Income 11.7% · Profit 50.3% · 71% evidenceCapital efficiency 18.3/25 · ROA 12.4% · ROE 29.4% · GNPA — · 68% evidenceValuation 11.4/20 · P/BV 4.51× · P/BV÷ROE 0.15 · 70% evidenceRelative strength 13.9/20 · Lead over its industry 3.1% · Lead over S&P 500 12.7% · 1 year 34.8% · 100% evidence · 7 of 12 weeks aheadExact sum: 24.7 + 18.3 + 11.4 + 13.9 = 68.3 · What this means: Earnings, capital efficiency and relative strength all agree. The open questions are about management, upcoming events and risks.
  3. 3Intercontinental Exchange, Inc.ICE · breaking out · Evidence leans up · 76% evidence62.4out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 22.8/35 · Income 9% · Profit 34.5% · 71% evidenceCapital efficiency 15.0/25 · ROA 2.7% · ROE 19.6% · GNPA — · 68% evidenceValuation 14.6/20 · P/BV 2.35× · P/BV÷ROE 0.12 · 70% evidenceRelative strength 10.0/20 · Lead over its industry -3.7% · Lead over S&P 500 4.8% · 1 year 17.4% · 100% evidence · 11 of 12 weeks aheadExact sum: 22.8 + 15 + 14.6 + 10 = 62.4 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  4. 4Moody's CorporationMCO · turning · Evidence leans up · 80% evidence61.1out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 26.0/35 · Income 9% · Profit 28.5% · 81% evidenceCapital efficiency 20.3/25 · ROA 18.4% · ROE 111.5% · GNPA — · 68% evidenceValuation 8.4/20 · P/BV 23.05× · P/BV÷ROE 0.21 · 70% evidenceRelative strength 6.4/20 · Lead over its industry -4.3% · Lead over S&P 500 4.3% · 1 year 8.3% · 100% evidence · 3 of 12 weeks aheadExact sum: 26 + 20.3 + 8.4 + 6.4 = 61.1 · What this means: Earnings are strong; relative strength in its sector is -4.3% and the one-year return is 8.3%.
  5. 5MSCI Inc.MSCI · turning · Evidence leans up · 64% evidence59.0out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 21.7/35 · Income 12.3% · Profit 13.1% · 71% evidenceCapital efficiency 14.5/25 · ROA 21.9% · ROE -51% · GNPA — · 68% evidenceValuation 9.8/20 · P/BV -12.98× · P/BV÷ROE — · 10% evidenceRelative strength 13.0/20 · Lead over its industry 0.8% · Lead over S&P 500 10.1% · 1 year 15.7% · 100% evidence · 3 of 12 weeks aheadExact sum: 21.7 + 14.5 + 9.8 + 13 = 59 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  6. 6Nasdaq, Inc.NDAQ · turning · Evidence leans up · 80% evidence58.9out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 25.1/35 · Income 13.7% · Profit 28.3% · 81% evidenceCapital efficiency 15.4/25 · ROA 6.8% · ROE 16.9% · GNPA — · 68% evidenceValuation 5.7/20 · P/BV 4.29× · P/BV÷ROE 0.25 · 70% evidenceRelative strength 12.7/20 · Lead over its industry 3.1% · Lead over S&P 500 12.4% · 1 year 25.8% · 100% evidence · 8 of 12 weeks aheadExact sum: 25.1 + 15.4 + 5.7 + 12.7 = 58.9 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  7. 7TransUnionTRU · turning · Evidence leans up · 76% evidence58.9out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 23.4/35 · Income 12.4% · Profit 84.3% · 71% evidenceCapital efficiency 16.5/25 · ROA 5.3% · ROE 33.9% · GNPA — · 68% evidenceValuation 16.3/20 · P/BV 2.78× · P/BV÷ROE 0.08 · 70% evidenceRelative strength 2.7/20 · Lead over its industry -7.6% · Lead over S&P 500 0.6% · 1 year 2% · 100% evidence · 5 of 12 weeks aheadExact sum: 23.4 + 16.5 + 16.3 + 2.7 = 58.9 · What this means: Earnings are strong; relative strength in its sector is -7.6% and the one-year return is 2%.
  8. 8FactSet Research Systems Inc. this pageFDS · leader · Evidence leans up · 80% evidence54.2out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 9.9/35 · Income 6.6% · Profit -10.7% · 81% evidenceCapital efficiency 18.1/25 · ROA 11.3% · ROE 24.4% · GNPA — · 68% evidenceValuation 6.5/20 · P/BV 5.57× · P/BV÷ROE 0.23 · 70% evidenceRelative strength 19.7/20 · Lead over its industry 13.9% · Lead over S&P 500 24% · 1 year 30.3% · 100% evidence · 10 of 12 weeks aheadExact sum: 9.9 + 18.1 + 6.5 + 19.7 = 54.2 · What this means: Relative strength against the index is 24%, and revenue and profit growth are weak.
  9. 9S&P Global Inc.SPGI · turning · Too little evidence to rank firmly · 59% evidence49.4out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 19.7/35 · Income — · Profit — · 22% evidenceCapital efficiency 16.4/25 · ROA 8.3% · ROE 17.9% · GNPA — · 68% evidenceValuation 4.8/20 · P/BV 4.62× · P/BV÷ROE 0.26 · 70% evidenceRelative strength 8.5/20 · Lead over its industry -7.4% · Lead over S&P 500 0.7% · 1 year -3% · 100% evidence · 2 of 12 weeks aheadExact sum: 19.7 + 16.4 + 4.8 + 8.5 = 49.4 · What this means: Some evidence is missing, so the score is pulled toward the middle on purpose.
  10. 10CME Group Inc.CME · breaking out · Evidence leans down · 80% evidence43.3out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 15.7/35 · Income 8.9% · Profit 18.5% · 81% evidenceCapital efficiency 12.7/25 · ROA 1.4% · ROE 15.7% · GNPA — · 68% evidenceValuation 7.7/20 · P/BV 3.55× · P/BV÷ROE 0.23 · 70% evidenceRelative strength 7.2/20 · Lead over its industry -5.6% · Lead over S&P 500 2.9% · 1 year 11.5% · 100% evidence · 8 of 12 weeks aheadExact sum: 15.7 + 12.7 + 7.7 + 7.2 = 43.3 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  11. 11MarketWise, Inc.MKTW · turning · Too little evidence to rank firmly · 54% evidence37.6out of 100GrowthCapitalValuationRelative
  12. 12Value Line, Inc.VALU · breaking out · Evidence leans down · 80% evidence37.0out of 100GrowthCapitalValuationRelative
  13. 13Coinbase Global, Inc.COIN · quiet · Most evidence points down · 64% evidence26.0out of 100GrowthCapitalValuationRelative
  14. 14Securitize Corp.SECZ · breaking out · Too little evidence to rank firmly · 47% evidence33.1out of 100GrowthCapitalValuationRelative

Missing figures are not scored as bad. They lower the confidence and pull the final score toward the middle. Relative strength counts only when the company has a reading for this week; with no reading, that factor is left out and its 20 points are shared across the other three in proportion. Financial companies use P/BV÷ROE and asset quality; PEG, industrial OPM and ROCE are excluded. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step path the industry is placed on (basing, turning, breaking out, leader, fading, asleep), read from how many weeks running it has led S&P 500 and whether that lead is growing or shrinking. It describes where the share price stands, not the direction of earnings, and it is not a recommendation; it is left blank for a company whose weekly history is too short or too stale to read.

The figures in this ranking come from the industry comparison: results through the Sep 2026 quarter, and the P/E at that quarter's end. The sections above use the latest weekly price, so a P/E or return there can differ a little from the one here. The stage words in this ranking (such as losing its lead or breaking out) describe the lead over the index, not the price phase in the price section.

Related companies: Financial Data & Stock Exchanges, all 14 compared on one page.

Which companies are close to FactSet Research Systems in size?

FactSet Research Systems is the 10th largest of 14 Financial Data & Stock Exchanges companies on Sector Alpha by market value (scores of 4 November 2026). Just above it: Coinbase Global, Inc., Cboe Global Markets, Inc. and TransUnion. Just below it: Morningstar, Inc., Securitize Corp. and Value Line, Inc.

Financial Data & Stock Exchanges companies close in size

  1. Coinbase Global, Inc. $40.1 billion
  2. Cboe Global Markets, Inc. $36.1 billion
  3. TransUnion $15.7 billion
  4. FactSet Research Systems Inc. $12.1 billion
  5. Morningstar, Inc. $9.1 billion
  6. Securitize Corp. $1.4 billion
  7. Value Line, Inc. $417 million

All 14 Financial Data & Stock Exchanges companies, largest first

Companies close in size in other industries

  1. DaVita Inc. $12.1 billion · Medical Care Facilities
  2. Dr. Reddy's Laboratories Limited $12.1 billion · Drug Manufacturers - Specialty & Generic
  3. FactSet Research Systems Inc. $12.1 billion
  4. Mueller Industries, Inc. $12 billion · Metal Fabrication
  5. The Clorox Company $12 billion · Household & Personal Products

What else do people ask about FactSet Research Systems?

What were FactSet Research Systems's latest quarterly results?

FactSet Research Systems Inc. reported total income of $635 M and net profit of $121 M for the Aug 2026 quarter. Income rose 6.3% and profit fell 21.1% compared with a year earlier. Earnings per share were $3.41 (as of 4 November 2026).

What is FactSet Research Systems's market cap?

FactSet Research Systems Inc.'s market capitalisation is $12.1 B at a stock price of $342.19. Market cap is the share price times the number of shares, so it changes whenever the price moves (as of 4 November 2026).

How is FactSet Research Systems performing?

FactSet Research Systems Inc.'s share price has been stalling near its high for 17 weeks. In its latest quarter, income rose 6.3% and profit fell 21.1% compared with a year earlier.

Over the past 13 weeks it has done better than the S&P 500, for 18 weeks running (as of 4 November 2026).

Will FactSet Research Systems's stock price go up?

This page does not forecast FactSet Research Systems Inc.'s stock price. What it shows instead: the stock price is $342.19, and it has been stalling near its high for 17 weeks. Its P/BV of 6.0× is higher than 22% of its own last 5 years (as of 4 November 2026).

Where is FactSet Research Systems in its business cycle?

FactSet Research Systems Inc.'s FY26 net margin was 21.5%, against a 6-year range of 21.5% to 25.7%: the low end of its own range, which is often where recoveries start. The latest quarter was 19.1%.

Comparing margins with a company's own long history is a good way to see where it is in its cycle (as of 4 November 2026).

What could break the FactSet Research Systems story?

The main question: the share price moved +30.3% in a year while yearly earnings per share moved −6.3%. The difference came from the market paying a higher multiple.

On price, this page treats a rise as over when the share price closes below its 200-day average on two Fridays in a row (as of 4 November 2026).

Is FactSet Research Systems a stock worth studying right now?

What the numbers show: FactSet Research Systems Inc.'s P/BV is near the low end of its own history, higher than only 22% of past readings, and its quarterly results are still getting worse. The main open question: whether earnings grow into a price that has already moved.

Every number on this page is worked out by code from the published figures, with no forecasts and no price opinions (as of 4 November 2026).

Where do these numbers come from?

Sector Alpha, written by code from the published numbers. Data as of 4 November 2026.

Every chart on this page is drawn by code from the published figures, with no forecasts and no price opinions.

See the plain-text version of this page.

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