FactSet Research Systems Inc.

New York Stock Exchange
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Somewhat Bullish +35

Is FactSet Research Systems Stock Underperforming the S&P 500?

AI-generated analysis

📉 FDS stock has declined 49.7% from its 52-week high of $453.41 and underperformed the S&P 500 over the past three months.

💰 Q2 2026 revenue reached $611 million, beating estimates, while adjusted EPS hit $4.46, also surpassing forecasts.

📅 Analysts forecast full-year earnings between $17.25 and $17.75 per share with revenue expected between $2.45 billion and $2.47 billion.

🤝 The company trades below both its 200-day and 50-day moving averages, indicating continued technical weakness despite recent earnings strength.

📊 FDS has underperformed peer TransUnion (TRU), which experienced a smaller decline over the past year.

🎯 Wall Street consensus is 'Hold' with a mean price target of $260.44, implying 14.1% upside from current prices.

Bullish Signals
  • FDS reported Q2 2026 revenue of $611 million, which surpassed Wall Street estimates.
  • The company's adjusted EPS of $4.46 also exceeded analyst forecasts upon the March 31 release.
  • Stock price rose 6.1% immediately following the positive earnings announcement.
  • Analysts project full-year revenue between $2.45 billion and $2.47 billion, indicating stable growth expectations.
Risk Factors
  • FDS stock has declined 49.7% from its 52-week high of $453.41.
  • The stock underperformed the S&P 500 Index's 10.5% rise over the past three months with only a 9.2% gain.
  • FDS has traded below its 200-day moving average since last year and below its 50-day moving average recently.
  • The stock has declined 46.1% over the past 52 weeks while the S&P 500 delivered a 24% return in the same period.
  • Wall Street analysts maintain a skeptical view with a consensus 'Hold' rating among 17 trackers.
Full Analysis
FactSet Research Systems Inc. (FDS), a Norwalk, Connecticut-based financial data and analytics platform with a market capitalization of $8.7 billion, has recently underperformed the broader market. Despite being classified as a large-cap stock within the Financial Data & Stock Exchanges industry, FDS shares have slipped 49.7% from their 52-week high of $453.41 reached in July 2025. Over the past three months, the stock rose only 9.2%, trailing the S&P 500's 10.5% gain, while suffering a significant 46.1% decline over the last year compared to the index's 24% return. The company recently reported strong Q2 2026 earnings on March 31, with revenue of $611 million and adjusted EPS of $4.46, both exceeding Wall Street estimates. This positive performance drove a 6.1% stock surge on the release date. Analysts project full-year earnings between $17.25 and $17.75 per share, with revenue expected to range from $2.45 billion to $2.47 billion. However, FDS continues to trade below its 200-day and 50-day moving averages, indicating lingering technical weakness despite the recent beat. In terms of relative performance, FDS has lagged behind peer TransUnion (TRU), which saw a smaller decline over the past year. Wall Street sentiment remains cautious, with 17 analysts maintaining a consensus 'Hold' rating and a mean price target of $260.44, suggesting approximately 14.1% upside potential from current levels. The stock's technical indicators suggest it is still in a downtrend relative to its recent highs, despite the fundamental earnings beat.