FDS Factset Research Systems (FDS) Insider Trading, Ownership & Congress Trades
Software & IT · Services-computer programming, data processing, etc. · CIK 0001013237
Congress · 1
Insider buyers, 180 days
0
Funds added, last quarter
0
13F, latest reported quarter
What the filings say about FDS
Congress, 1 year
1 bought · 1 sold
Latest: sale, 2026-05-15
Factset Research Systems insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for FACTSET RESEARCH SYSTEMS INC in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Sep 26, 2024.
- The trade is 43.4% of the 2,406 shares held after it.
- 1 other insider sold within 30 days.
Insider activity: Director Frank Malcolm sold about $308.3K of FDS on Jan 12, 2026; 1 other insider sold within 30 days.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Sep 26, 2024.
- The trade is 173.7% of the 879 shares held after it.
- 1 other insider sold within 30 days.
Insider activity: Director Frank Malcolm sold about $452.3K of FDS on Jan 12, 2026; 1 other insider sold within 30 days.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Sep 26, 2024.
- The trade is 122.1% of the 1,625 shares held after it.
- 1 other insider sold within 30 days.
Insider activity: Director SIEGEL LAURIE sold about $587.5K of FDS on Jan 8, 2026; 1 other insider sold within 30 days.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Sep 26, 2024.
- The trade is 56.7% of the 1,037 shares held after it.
- 1 other insider sold within 30 days.
Insider activity: Director SIEGEL LAURIE sold about $174.4K of FDS on Jan 8, 2026; 1 other insider sold within 30 days.Context
- 9 earlier Form 4 trades (code P or S) here by this insider (9 sales), the last on May 15, 2024.
- The trade is 5.4% of the 9,191 shares held after it.
- No other insider bought within 30 days.
Insider activity: EVP, Chief Revenue Officer Skoko Goran bought about $126.5K of FDS on Nov 6, 2025, the largest insider purchase at the company on our record.160 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
1 member bought in the last year
the lowest in Software & IT
Funds
under five funds report holding it
Revenue
+6.7% year over year
below 56% of Software & IT
Margin
21.5% net margin
more than 87% of Software & IT
Buybacks
$644.0M repurchased, FY to 2026-08-31
more than 88% of Software & IT
Short interest
10.8% of the float short (float per yahoo 2026-10-27) · 5.2 days to cover · settled 2026-10-15
more than 85% of Software & IT
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch FDS
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+14.3%12M
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns FDS: institutional holders (13F)
13F holdings, latest reported quarter
SEC 13F
No reported 13F holders
No fund above the reporting threshold listed this stock last quarter. That is a fact, not missing data.
Congress trades in FDS
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2026-05-15 · disclosed 24 days later
$1,001 - $15,000
Bought 2026-03-13 · disclosed 25 days later
$1,001 - $15,000
Bought 2025-11-18 · disclosed 27 days later
$1,001 - $15,000
Sold 2025-04-01 · disclosed 43 days later
$1,001 - $15,000
Sold 2025-02-13 · disclosed 40 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
FDS planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
Executive pay vs shareholder return · Mr. Snow
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$9.5M
$5.7M
$3.2M
+12%
+132%
2024
$7.6M
$3.0M
$2.3M
+25%
+83%
2023
$6.9M
$5.7M
$2.4M
+28%
+34%
2022
$6.6M
$15.4M
$2.5M
+26%
+27%
2021
$5.5M
$8.7M
$2.2M
+10%
+52%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 1 House member(s) bought in 12 months, disclosed weeks after the trade. Each figure is a federal filing, dated the day it went public.
FDS financials
Revenue growth
+6.7%
XBRL, annual
Net margin
21.5%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$2.5B
four quarters, 2025-09-01 to 2026-08-31
Revenue, TTM FDS
| FY Aug 2026 | $2.5B |
| FY Aug 2025 | $2.3B |
| FY Aug 2024 | $2.2B |
| FY Aug 2023 | $2.1B |
| FY Aug 2022 | $1.8B |
| Aug 2026 | $634.7M |
| May 2026 | $622.9M |
| Feb 2026 | $611.0M |
| Nov 2025 | $607.6M |
| Aug 2025 | $596.9M |
| May 2025 | $585.5M |
| Feb 2025 | $570.7M |
| Nov 2024 | $568.7M |
At each fiscal year end
Single quarter
Net margin, TTM
+21.5%
net income over revenue, 2025-09-01 to 2026-08-31
Net margin, TTM FDS
| FY Aug 2026 | +21.5% |
| FY Aug 2025 | +25.7% |
| FY Aug 2024 | +24.4% |
| FY Aug 2023 | +22.4% |
| FY Aug 2022 | +21.5% |
| Aug 2026 | +19.1% |
| May 2026 | +20.3% |
| Feb 2026 | +21.8% |
| Nov 2025 | +25.1% |
| Aug 2025 | +25.7% |
| May 2025 | +25.4% |
| Feb 2025 | +25.4% |
| Nov 2024 | +26.4% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$707.5M
operating cash flow minus capex, 2025-09-01 to 2026-08-31
Free cash flow, TTM FDS
| FY Aug 2026 | $707.5M |
| FY Aug 2025 | $617.5M |
| FY Aug 2024 | $614.7M |
| FY Aug 2023 | $584.8M |
| FY Aug 2022 | $487.1M |
| Aug 2026 | $177.3M |
| May 2026 | $254.0M |
| Feb 2026 | $185.7M |
| Nov 2025 | $90.4M |
| Aug 2025 | $178.1M |
| May 2025 | $228.6M |
| Feb 2025 | $150.2M |
| Nov 2024 | $60.5M |
At each fiscal year end
Single quarter
Debt to equity
0.68x
long-term 2026-08-31 plus current 2026-08-31; equity 2026-08-31
Debt to equity FDS
| FY Aug 2026 | 0.68x |
| FY Aug 2025 | 0.63x |
| FY Aug 2024 | 0.71x |
| FY Aug 2023 | 1.00x |
| FY Aug 2022 | 1.49x |
| Aug 2026 | 0.68x |
| May 2026 | 0.68x |
| Feb 2026 | 0.64x |
| Nov 2025 | 0.63x |
| Aug 2025 | 0.63x |
| May 2025 | 0.66x |
| Feb 2025 | 0.72x |
| Nov 2024 | 0.68x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.60x
TTM operating cash flow over long-term 2026-08-31 plus current 2026-08-31
Cash flow to debt FDS
| FY Aug 2026 | 0.60x |
| FY Aug 2025 | 0.53x |
| FY Aug 2024 | 0.51x |
| FY Aug 2023 | 0.40x |
| FY Aug 2022 | 0.27x |
| Aug 2026 | 0.60x |
| May 2026 | 0.60x |
| Feb 2026 | 0.58x |
| Nov 2025 | 0.56x |
| Aug 2025 | 0.53x |
| May 2025 | 0.47x |
| Feb 2025 | 0.45x |
| Nov 2024 | 0.46x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+25.5%
TTM net income over average of 2025-08-31 and 2026-08-31
Return on equity FDS
| FY Aug 2026 | +25.5% |
| FY Aug 2025 | +29.1% |
| FY Aug 2024 | +30.4% |
| FY Aug 2023 | +31.7% |
| FY Aug 2022 | +33.8% |
| Aug 2026 | +25.5% |
| May 2026 | +27.0% |
| Feb 2026 | +28.1% |
| Nov 2025 | +28.8% |
| Aug 2025 | +29.1% |
| May 2025 | +26.3% |
| Feb 2025 | +28.1% |
| Nov 2024 | +29.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+12.6%
TTM net income over average of 2025-08-31 and 2026-08-31
Return on assets FDS
| FY Aug 2026 | +12.6% |
| FY Aug 2025 | +14.3% |
| FY Aug 2024 | +13.4% |
| FY Aug 2023 | +11.7% |
| FY Aug 2022 | +12.7% |
| Aug 2026 | +12.6% |
| May 2026 | +13.3% |
| Feb 2026 | +13.9% |
| Nov 2025 | +14.5% |
| Aug 2025 | +14.3% |
| May 2025 | +12.7% |
| Feb 2025 | +13.2% |
| Nov 2024 | +13.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+18.1%
operating income after a 17.9% effective tax rate, over long-term 2026-08-31 plus current 2026-08-31 plus average of 2025-08-31 and 2026-08-31 minus cash
Return on invested capital FDS
| FY Aug 2026 | +18.1% |
| FY Aug 2025 | +20.4% |
| FY Aug 2024 | +21.4% |
| FY Aug 2023 | +19.2% |
| FY Aug 2022 | +16.6% |
| Aug 2026 | +18.1% |
| May 2026 | +18.6% |
| Feb 2026 | +19.2% |
| Nov 2025 | +19.4% |
| Aug 2025 | +20.4% |
| May 2025 | +18.8% |
| Feb 2025 | +18.9% |
| Nov 2024 | +20.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+20.5%
operating income (EBIT proxy) over average of 2025-08-31 and 2026-08-31 minus current liabilities
Return on capital employed FDS
| FY Aug 2026 | +20.5% |
| FY Aug 2025 | +20.9% |
| FY Aug 2024 | +20.4% |
| FY Aug 2023 | +17.8% |
| FY Aug 2022 | +17.3% |
| Aug 2026 | +20.5% |
| May 2026 | +20.7% |
| Feb 2026 | +20.0% |
| Nov 2025 | +20.6% |
| Aug 2025 | +20.9% |
| May 2025 | +19.4% |
| Feb 2025 | +19.4% |
| Nov 2024 | +20.1% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
22.21x
close 2026-10-26 over four quarters of diluted EPS, 2025-09-01 to 2026-08-31
P/E, trailing FDS
| FY Aug 2026 | 21.54x |
| FY Aug 2025 | 24.02x |
| FY Aug 2024 | 30.40x |
| FY Aug 2023 | 36.22x |
| FY Aug 2022 | 42.36x |
| Aug 2026 | 21.54x |
| May 2026 | 16.18x |
| Feb 2026 | 13.95x |
| Nov 2025 | 17.65x |
| Aug 2025 | 24.02x |
| May 2025 | 33.09x |
| Feb 2025 | 32.82x |
| Nov 2024 | 35.15x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$12.5B
market value at close 2026-10-26 on 2026-10-15 shares, plus long-term 2026-08-31 plus current 2026-08-31, minus cash 2026-08-31
Enterprise value FDS
| FY Aug 2026 | $12.3B |
| FY Aug 2025 | $15.1B |
| FY Aug 2024 | $17.0B |
| FY Aug 2023 | $17.8B |
| FY Aug 2022 | $17.9B |
| Aug 2026 | $12.3B |
| May 2026 | $10.0B |
| Feb 2026 | $9.1B |
| Nov 2025 | $11.5B |
| Aug 2025 | $15.1B |
| May 2025 | $18.5B |
| Feb 2025 | $18.8B |
| Nov 2024 | $19.7B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+6.2%
TTM free cash flow over market value at close 2026-10-26
FCF yield FDS
| FY Aug 2026 | +6.3% |
| FY Aug 2025 | +4.4% |
| FY Aug 2024 | +3.8% |
| FY Aug 2023 | +3.5% |
| FY Aug 2022 | +3.0% |
| Aug 2026 | +6.3% |
| May 2026 | +7.9% |
| Feb 2026 | +8.5% |
| Nov 2025 | +6.2% |
| Aug 2025 | +4.4% |
| May 2025 | +3.3% |
| Feb 2025 | +3.2% |
| Nov 2024 | +2.9% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -6%, PEG needs growth
PEG, trailing FDS
| FY Aug 2026 | n/a |
| FY Aug 2025 | 2.05x |
| FY Aug 2024 | 1.97x |
| FY Aug 2023 | 2.04x |
| FY Aug 2022 | n/a |
| Aug 2026 | n/a |
| May 2026 | 1.70x |
| Feb 2026 | 1.34x |
| Nov 2025 | 1.41x |
| Aug 2025 | 2.05x |
| May 2025 | 7.57x |
| Feb 2025 | 2.90x |
| Nov 2024 | 2.73x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-08 | 2025-08 | 2024-08 | 2023-08 | |
|---|---|---|---|---|
| Revenue | $2.5B | $2.3B | $2.2B | $2.1B |
| Operating income | $700.0M | $748.3M | $701.3M | $629.2M |
| Net income | $533.5M | $597.0M | $537.1M | $468.2M |
| EPS (diluted) | 14.57 | 15.55 | 13.91 | 12.04 |
| Operating cash flow | $822.2M | $726.3M | $700.3M | $645.6M |
| Cash | $233.3M | $337.7M | $423.0M | $425.4M |
| Long-term debt | $870.6M | $1.4B | $1.2B | $1.6B |
| Buybacks | $644.0M | $300.5M | $235.2M | $176.7M |
| Dividends paid | $164.2M | $160.0M | $150.7M | $138.6M |
SEC XBRL, fiscal years, as known on 2026-10-28
FDS Stock Sonar score 5/7 axes
Find similar shapesCompareFDS ranks highest on profitability (79th percentile) and financial health (50th), and lowest on risk and compliance (19th), among Software & IT peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
FDS filings, in plain words
Have members of Congress traded FDS?
Yes. In the year to 2026-10-28, 1 House member disclosed buying FDS and 1 House member disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-05-15.
Read the full summary
In the year to 2026-10-28, 1 member of Congress disclosed buying FDS and 1 member disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-05-15. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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