The Week

Factset Research (FDS) fell 2.27% this week to close at $301.96, underperforming the S&P 500 by roughly 2.36 percentage points. It was a choppy, top-heavy week: shares opened Monday at $307.17, climbed to $313.55, then slid to $305.44 on Tuesday. Wednesday briefly touched a week low of $299.003 before rebounding, and Thursday delivered a sharp push to $320.48, the week high. Friday gave most of that back, ending at $301.96. The weekly range was 6.99%, with average daily volume of about 765,000 shares, around 8% below the 60-day median, so turnover was relatively light.

Key Events

The company’s own news flow was thin but had a clear financial through-line. On Tuesday, FactSet amended its credit agreement, lifting revolving commitments to $1.5 billion, reflecting active liquidity planning. That same day, a sector round-up included FactSet among nine under-the-radar specialty leaders, alongside themes such as AI financial agents, suggesting continued attention on data and tools providers. On Wednesday, FactSet scheduled its Q4 fiscal 2026 earnings call, with results due pre-market on 30 September. Calendar estimates point to EPS of about $3.911 and revenue of roughly $630 million. On the tape, the stock underperformed peers on Tuesday, outperformed them on a strong Thursday, then lagged again on Friday, shifting relative strength without a clear direction.

Analyst Ratings

Across 18 brokers covering the name, 2 rate it buy, 10 neutral, 2 underweight, and 4 sell, putting the consensus at neutral. The consensus target price is $259.0625, about -14.21% below the current price of $301.96, so most broker targets sit below spot. The target range is wide, from $210 at the low end to $340 at the high end, showing meaningful disagreement. Within the financial exchanges and data industry, which covers 26 companies, FactSet ranks 5th, better than the industry median.

The Week Ahead

Next week is packed with macro data. The NFIB small business optimism index arrives on 8 September, followed on 10 September by initial jobless claims, PPI, existing home sales, wholesale sales, and 10-year Treasury auction results. Inflation and jobs prints could shift rate expectations. For FactSet, Q4 fiscal 2026 results are scheduled for 30 September pre-market, so next week remains a pre-earnings window where guidance and the capital structure after the revolver increase stay in focus.

In Short

FactSet rallied to $320.48, then slid back to $301.96, leaving the week down 2.27% despite a meaningful climb from its late-June low of $207.96. The stock trades at about 18.98x P/E and 5.28x book, while the consensus target sits below spot, highlighting a gap between current pricing and broker expectations. On the latest session, medium-size money was a net buyer and small-size money showed even larger net inflows. The key test now is whether the 30 September quarterly release can reconcile that gap.

This article is generated by LongbridgeAI from market data, for information only and not investment advice.