InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$301.67

2026-10-16

Market Cap

$10.7B

Volume

0.6M

52-Wk High

$320.48

52-Wk Low

$185.00

Trailing PE

20.6

P/S

4.33

Gross Margin

50.6%

Net Margin

21.5%

ROE

26%

ROIC

16%

Piotroski

7/9

Altman Z

4.0

1-Yr Return

+10.5%

5-Yr Return

+18.0%

FactSet Research Systems Inc. is a financial intelligence firm providing a comprehensive suite of integrated data and analytical software. The company serves the global investment community, with its operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. FactSet delivers critical insights and information through specialized workflow solutions covering research, analytics, and trading, complemented by its content, technology platforms, and wealth management resources. Its diverse clientele includes portfolio managers, investment banks, asset managers, wealth advisors, corporate entities, and various other financial sector organizations. FactSet was established in 1978 and is headquartered in Norwalk, Connecticut.

SectorFinancial ServicesIndustryFinancial - Data & Stock ExchangesExchangeNYSEMarket Cap$10.7BEmployees12,800 (SEC-filed)CEOSanoke ViswanathanIPO1996-06-28CountryUS

45 Glover Avenue, Norwalk, CT 06850 · Tel 203 810 1000 · factset.com

INSIDERSTREET SCORE66 / 100Street mean $284.43 (7 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALCOMP-PLAN ACTIVITY ONLYexercises and tax withholding only

INSIDERSTREET
SCORE66of 100

Score Breakdown

Profitability	77/100
Growth	39/100
Momentum	68/100
Quality	79/100
Earnings Quality	74/100
Balance Sheet	56/100
Value	50/100
Risk (safety)	100/100
Overall	66.1/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
TRU	69
MORN	69
MSCI	74
COIN	34
NDAQ	64
MCO	79
FDS	66

IS Score Trend — quarterly

16 quarters, 23 Q1 to 26 Q4. Peak 77 in 23 Q3, latest 66 — -11 since. Fell in 2 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

1 Year vs S&P 500 · FDS +10.5% · S&P 500 +15.9% · spread -5.4pp

7 Years vs S&P 500 · FDS +18.0% · S&P 500 +189.9% · spread -171.9pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

BUSINESS QUALITY66 / 100IS Score 66.1 / 100 · -10.6 from peak of 77

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 85 / 100 · Power +70 · 20 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit above the midpoint — business quality at 66 and price structure at 85 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 66.1	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 74 → 75 → 72 → 66	the direction matters more than the level
Technical vote share back above 50%	now 100%	price structure no longer broken
Institutional holder count rises two quarters running	peak 847 → now 772	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Site Convergence Score1 of 4top 66% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)0 buysnone disclosed

Insider Buys (180d)0none disclosed

ETF Funds (30d)545 up / 596 downnet -51 funds

Institutions Added (13F)46managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 847 · latest 772 (-75 from peak).

Quarter	Holders	13F shares	Value	Reported own%	Guard
2026 Q2	772	40.7M	$9.2B	114.8%	ex-outlier 103.0%
2026 Q1	726	37.8M	$8.1B	106.8%	ex-outlier 96.2%
2025 Q4	799	36.4M	$10.5B	102.9%
2025 Q3	773	37.0M	$10.5B	104.5%
2025 Q2	838	35.7M	$15.8B	100.8%
2025 Q1	830	35.7M	$15.4B	100.7%
2024 Q4	847	36.0M	$16.4B	101.6%
2024 Q3	831	35.9M	$15.5B	101.5%
2024 Q2	808	35.8M	$13.9B	101.2%
2024 Q1	788	35.0M	$15.1B	98.8%
2023 Q4	778	34.7M	$15.6B	98.0%
2023 Q3	735	34.7M	$14.4B	98.0%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

Why 2026-06 reads 114.85%. Institutions cannot hold more of a company than exists. The reported 40.7M shares exceed the 35.4M outstanding, and a single filer accounts for the excess: BAMCO INC /NY reports 4,200,856 shares against 3,756,587 the prior quarter, a 1x jump, which alone would be 11.9% of the company. Excluding that filing, ownership is 103.0%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

Why 2026-03 reads 106.85%. Institutions cannot hold more of a company than exists. The reported 37.8M shares exceed the 35.4M outstanding, and a single filer accounts for the excess: BAMCO INC /NY reports 3,756,587 shares against 2,888,845 the prior quarter, a 1x jump, which alone would be 10.6% of the company. Excluding that filing, ownership is 96.2%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Moskoff Gregory T	MD,Controller and CAO	2026-09-23	A-Award	97	—	97
Viswanathan Sanoke	director, Chief Executive Officer	2026-09-22	TAX W/H	8,065	$2.23M	50,267
Moskoff Gregory T	MD,Controller and CAO	2026-08-31	J-Other	18	$0.00M	225
Warren Joshua	EVP, Chief Financial Officer	2026-08-31	J-Other	1	$0.00M	2,273
Mcloughlin Christopher	Chief Legal Officer	2026-08-31	J-Other	26	$0.01M	2,773
Moskoff Gregory T	MD,Controller and CAO	2026-06-18	J-Other	0	$0.00M	206
Mcloughlin Christopher	Chief Legal Officer	2026-06-18	J-Other	0	$0.00M	2,747
Moskoff Gregory T	MD,Controller and CAO	2026-05-29	J-Other	19	$0.00M	206

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
F — Tax withholding	1	8,065	$2.2M	None — compensation
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalComp-Plan Activity Only

Open-Market Sells$0.0M0 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-01-12	Frank Malcolm	2,572	$0.8M
2026-01-08	Siegel Laurie	2,572	$0.7M
2025-07-14	Mcgonigle James J	2,925	$1.3M
2025-07-09	Moskoff Gregory T	2,500	$1.1M
Trailing 12 mo	2 filings	5,144	$1M

Filed	Form	Reporting person	% of class	Shares
2026-08-14	SCHEDULE 13G/A	Baron Partners Fund	6.04%	2.1M sh
2026-04-29	SCHEDULE 13G	Vanguard Capital Management	7.37%	2.7M sh
2026-03-06	SCHEDULE 13G/A	Baron Partners Fund	5.05%	1.9M sh
2026-02-17	SCHEDULE 13G/A	Ronald Baron	7.79%	2.9M sh

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Member	Chamber	Trade	Size band	Traded	Disclosed
Ro Khanna	House	SELL	$1,001 - $15,000	2026-08-19	2026-09-07
Gilbert Cisneros	House	SELL	$1,001 - $15,000	2026-05-15	2026-06-09
Gilbert Cisneros	House	SELL	$1,001 - $15,000	2026-05-15	2026-06-09
Shelley Moore Capito	Senate	SELL	$1,001 - $15,000	2026-03-31	2026-04-05
Shelley Moore Capito	Senate	SELL	$1,001 - $15,000	2026-03-31	2026-04-05
Shelley Moore Capito	Senate	SELL	$1,001 - $15,000	2026-03-26	2026-04-05

House 12-Mo23 trades17 purchases

Senate 12-Mo6 trades0 purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)726

13F Shares38M106.8% of shares out

New / Closed106 / 164positions, QoQ

Increased / Reduced269 / 256positions, QoQ

Put/Call (13F)0.93option positions

Free Float99.7%35M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Ninety One Uk Ltd	1.1M	$310M
Ninety One North America, Inc.	79,523	$21M
Ghp Investment Advisors, Inc.	36,330	$10M
Assenagon Asset Management S.A.	35,534	$10M
Wealth Enhancement Advisory Servic	32,491	$9M
Gateway Investment Advisers Llc	16,777	$5M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.0%	$305M
VSMPX	0.0%	$305M
VTSAX	0.0%	$305M
VTI	0.0%	$305M
VFINX	0.0%	$252M
VOO	0.0%	$252M

13F Filers Holding FDS — quarterly

Institutional Put/Call — quarterly

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session60.1%2026-10-15

20-Day Avg67.7%50-day 69.0%

TrendFalling20d vs 50d

By Market CenterQ: 60% · N: 69% · B: 38%latest session

Weekly Notional ($B)

Where FDS Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	1.2M	21 sh
Sgmt Sigma X2	0.9M	25 sh
Mlix Instinct X	0.9M	33 sh
Ebxl Level Ats	0.7M	19 sh
Mspl Ms Pool (Ats-4)	0.7M	70 sh
Mstx Ms Trajectory Cross (Ats-1)	0.5M	22 sh

Where a dollar of FactSet Research Systems Inc. revenue goes. All values FY2026 filings, live.

Region	Revenue	Share
UNITED STATES	$1.4B	71%
Europe	$349M	17%
UNITED KINGDOM	$231M	12%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

FDS (live moat model)Peer median: TRU · MORN · MSCI · COIN · NDAQ

Component scores from the live moat model. Peer median illustrative.

Moat score 34/100 — None; primary source Efficient Scale.

3.8 · Employees (SEC filings)

Officer	Title
Sanoke Viswanathan	Chief Executive Officer & Director
Goran Skoko	Executive Vice President, Chief Revenue Officer and MD of EMEA & Asia Pacific
Katherine Stepp	Chief AI Officer
Joshua Warren	Executive Vice President & Chief Financial Officer

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)2 of 6recent quarters

Avg Surprise+1.4%

Next Report2026-12-17

Income Quality1.54OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY22	FY23	FY24	FY25	FY26
Revenue	+15.9%	+13.1%	+5.6%	+5.4%	+6.7%
Gross profit	+20.8%	+14.3%	+7.1%	+2.8%	+2.4%
Operating income	+0.3%	+32.5%	+11.3%	+6.7%	-6.5%
Net income	-0.7%	+18.0%	+14.7%	+11.2%	-10.6%

$B · FY ends	FY22	FY23	FY24	FY25	FY26
Revenue	1.8	2.1	2.2	2.3	2.5
Cost of revenue	0.9	1.0	1.0	1.1	1.2
Gross profit	1.0	1.1	1.2	1.2	1.3
R&D expense	0.0	0.0	0.0	0.3	0.0
SG&A expense	0.4	0.2	0.2	0.5	0.6
Operating income	0.5	0.6	0.7	0.7	0.7
EBITDA	0.6	0.8	0.9	1.0	0.9
D&A	0.1	0.1	0.2	0.2	0.2
Pretax income	0.4	0.6	0.7	0.7	0.6
Income tax	0.0	0.1	0.1	0.1	0.1
Net income	0.4	0.5	0.5	0.6	0.5
Diluted EPS ($)	10.25	12.04	13.91	15.55	14.57
Diluted shares (M)	39	39	39	38	37

Operating CF$1B

CapEx$0B

Free cash flow$1B

SBC$0B

Buybacks$1B

Net cash change$-0B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY23	FY24	FY25	FY26
Cash & equivalents	0.4	0.4	0.3	0.2
ST investments	0.0	0.1	0.0	0.0
Receivables (net)	0.2	0.2	0.3	0.3
Total current assets	0.8	0.8	0.7	0.7
PP&E (net)	0.2	0.2	0.2	0.2
Goodwill + intangibles	2.9	2.9	3.2	3.1
Total assets	4.0	4.1	4.3	4.1
Accounts payable	0.1	0.2	0.1	0.1
Short-term debt	0.0	0.1	0.0	0.5
Deferred revenue	0.2	0.2	0.2	0.2
Total current liabilities	0.5	0.7	0.5	1.1
Long-term debt	1.6	1.2	1.4	0.9
Total liabilities	2.3	2.1	2.1	2.1
Shareholders' equity	1.6	1.9	2.2	2.0

Cash Flow Statement — Full

$B	FY23	FY24	FY25	FY26
Net income	0.5	0.5	0.6	0.5
D&A	0.1	0.2	0.2	0.2
Stock-based compensation	0.1	0.1	0.1	0.1
Working capital change	(0.0)	(0.0)	(0.1)	(0.0)
Operating cash flow	0.6	0.7	0.7	0.8
Capital expenditures	(0.1)	(0.1)	(0.1)	(0.1)
Investing cash flow	(0.1)	(0.1)	(0.4)	(0.1)
Buybacks	(0.2)	(0.2)	(0.3)	(0.6)
Dividends paid	(0.1)	(0.2)	(0.2)	(0.2)
Debt issuance / (repay)	(0.4)	(0.2)	(0.0)	(0.0)
Financing cash flow	(0.6)	(0.6)	(0.4)	(0.8)
Free cash flow	0.6	0.6	0.6	0.7

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY22	FY23	FY24	FY25	FY26	TTM
PROFITABILITY
ROE	33.8%	31.7%	30.4%	29.1%	25.5%	26%
ROA	12.7%	11.7%	13.4%	14.3%	12.6%	12.9%
ROIC	14.1%	16.8%	19.3%	18.3%	17.5%	16.0%
Gross margin	52.8%	53.3%	54.1%	52.7%	50.6%	50.6%
Operating margin	25.8%	30.2%	31.8%	32.2%	28.3%	28.3%
Net margin	21.5%	22.4%	24.4%	25.7%	21.5%	21.5%
EBITDA margin	33.1%	37.8%	39.6%	41.6%	36.9%	37.0%
FCF margin	26.4%	28.0%	27.9%	26.6%	28.6%	—
VALUATION
P/E	41.05	35.33	29.91	23.77	20.91	20.6
P/B	12.24	10.21	8.40	6.49	5.57	5.3
P/S	8.84	7.93	7.29	6.11	4.50	4.33
P/FCF	33.45	28.28	26.14	22.98	15.77	15.2
EV/EBITDA	29.53	22.74	19.62	15.94	13.58	13.2
EV/Revenue	9.75	8.59	7.78	6.63	5.02	4.9
Earnings yield	2.4%	2.8%	3.3%	4.2%	4.8%	5.00%
FCF yield	3.0%	3.5%	3.8%	4.4%	6.3%	6.59%

Ratio	FY22	FY23	FY24	FY25	FY26	TTM
LEVERAGE & SOLVENCY
Current ratio	1.99	1.59	1.25	1.40	0.60	0.60
Quick ratio	1.99	1.59	1.25	1.40	0.60	0.60
Debt / equity	1.67	1.14	0.82	0.71	0.77	0.77
Debt / assets	55.3%	46.4%	38.8%	36.2%	37.2%	37.2%
Net debt / EBITDA	2.77	1.75	1.24	1.25	1.40	1.43
Interest coverage	14.24	9.81	10.89	13.80	8.62	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY22	FY23	FY24	FY25	FY26	TTM
EFFICIENCY
Asset turnover	0.59	0.52	0.55	0.56	0.59	0.60
Receivables turnover	10.38	9.44	9.46	9.31	8.66	8.2
DSO (days)	35	39	39	39	42	44
DPO (days)	41	43	54	52	40	41
Cash conversion cycle	-3	-5	-16	-13	2	4
GROWTH (YoY)
Revenue growth	15.9%	13.1%	5.6%	5.4%	6.7%	—
Net income growth	-0.7%	18.0%	14.7%	11.2%	-10.6%	—
EPS growth	-1.5%	18.1%	15.5%	12.2%	-4.1%	—
FCF growth	-1.4%	20.0%	5.1%	0.5%	14.6%	—
PER SHARE ($)
EPS (diluted, TTM)	10.22	12.07	13.95	15.65	15.00	15.07
Book value / share	34.30	41.77	49.65	57.30	56.28	56.55
Revenue / share	47.50	53.77	57.20	60.85	69.61	69.94
FCF / share	12.55	15.08	15.96	16.18	19.89	19.98
Cash / share	13.82	11.80	12.79	9.31	7.46	7.49
SHAREHOLDER RETURN & SCORES
Buyback yield	0.1%	1.1%	1.5%	0.1%	5.8%	5.77%
Altman Z-Score	5.04	5.92	6.33	5.97	4.16	4.0
Piotroski F-Score	3	7	8	8	5	7/9
Beneish M-Score	-1.91	-2.52	-2.78	-2.34	-2.69	-2.69

Model	Score	Zone	Note
Piotroski F-Score	7 / 9	Strong
Altman Z-Score	4.0	Safe (>2.99)	Safe
Income quality	1.54	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.69	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.82
Interest burden	0.93
Operating margin	28.4%
Asset turnover	0.59×
Financial leverage	2.02×
= ROE	25%

Growth Quality (live)	Value
Revenue stability	0.97
Earnings stability	0.78
Earnings persistence	0.96
Revenue CAGR 3y	5.9%
EPS CAGR 3y	7.5%
FCF CAGR 3y	6.6%

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Buyback Yield5.77%

Dividend Yield1.50%

Total Shareholder Return7.10%cash yield

SBC / Revenue3.4%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
TRU	$14.2B	19.3	18%	19.3%	+12.4%	8/9	-5.3%
MORN	$7.8B	19.5	32%	16.3%	+9.3%	6/9	-1.6%
MSCI	$41.4B	31.3	-76%	39.4%	+11.6%	8/9	+7.0%
COIN	$45.7B	-46.9	-8%	-29.5%	-21.0%	4/9	-47.6%
NDAQ	$52.5B	27.1	17%	20.0%	+7.3%	7/9	—
MCO	$84.0B	30.7	80%	40.2%	+11.7%	7/9	—
ICE	$90.7B	22.7	14%	35.9%	-0.6%	8/9	—
CME	$105.7B	24.8	16%	61.1%	+5.1%	6/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Hold

30 Analysts

Str Sell (0)Sell (7)Hold (20)Buy (3)Str Buy (0)

Mean Target (qtr)$284.437 targets

Target vs. Price-5.7%last-quarter mean

Next Report2026-12-17street $5.04

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$2.47B	$2.49B / $2.44B	$17.85	$18.09 / $17.57	12
FY2027	$2.62B	$2.63B / $2.61B	$19.66	$19.83 / $19.51	12
FY2028	$2.78B	$2.81B / $2.76B	$21.69	$21.94 / $21.26	11

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$272.00	-9.8%	4
Last Quarter	$284.43	-5.7%	7
Last Year	$268.57	-11.0%	28
All Time	$370.55	+22.8%	74

Rolling mean of published targets vs. last close $301.67. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

A-

DCF

4/5

ROE

5/5

ROA

5/5

Debt/Eq

3/5

P/E

2/5

P/B

1/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

FDS +10.5% vs S&P 500 +15.9% — spread -5.4pp

Sector — XLF +7.2%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$279.66	+22.01	+7.87%	Above
SMA 50	$285.43	+16.24	+5.69%	Above
SMA 200	$247.36	+54.31	+21.96%	Above
EMA 9	$290.14	+11.53	+3.97%	Above
EMA 21	$284.33	+17.34	+6.10%	Above
EMA 50	$279.26	+22.41	+8.02%	Above
EMA 200	$270.29	+31.38	+11.61%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBULLISHPower Score +7020 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%100

Momentum 25%91

Volume 20%75

Volatility 10%100

Patterns 15%50

This Week100% bullishof 11 price-based votes

4 Weeks Ago27%+73 pts since

12 Weeks Ago27%+73 pts since

ReadImprovingweek-over-week trajectory

Price vs SMA 20$279.66

Price vs SMA 50$285.43

Price vs SMA 200$247.36

EMA 9/21 Cross290.1/284.3

SMA 50/200Golden

ADX DirectionADX 14

Supertrend$269

Parabolic SAR$267

SMA Slope0.890

RSI62.8

Stochastic K/D88/88

StochRSI K/D98/99

Williams %R-14

CCI165

TSI vs Signal9.5

CMO25.6

ROC13.41%

OBV SignalAccum

Chaikin MF-0.140

MFI79

Force Index2M

Elder Ray Bull25.67

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 88

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$298.71 / $307.68 / $313.52	S1 / S2	$292.87 / $283.90
Bollinger (20,2)	$257.46 – $301.86	Squeeze	Off
52-wk range	$182.47 – $320.48	Off 52-wk high	-5.9%
ATR (14)	$11.33 (3.8%)	Historical vol	41.5%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

-0.3%Jan60%

-0.5%Feb45%

+2.7%Mar57%

+1.5%Apr50%

+1.9%May70%

+0.5%Jun60%

+1.8%Jul65%

+0.3%Aug55%

+0.5%Sep60%

+1.2%Oct50%

+4.0%Nov85%

-1.3%Dec45%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	FDS	S&P 500
Weekly volatility (σ, 1y)	7.21%	1.83%
Best / worst week (1y)	+17.3% / -16.5%	—
Max drawdown (5y, monthly)	-58.3%	—
1-week VaR (95%)	-14.1%	—
Beta (5y)	0.71	1.00

FDS EQUITY WEATHER (LIVE)PARTLY CLOUDY · +20

Trend+40

Momentum+64

Volume+19

Volatility-60

Breadth-23

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 242 stories, weekly buckets, −1 to +1.

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall+20.4+22.8 vs industry

Trend+39.7+18.8 vs industry

Momentum+63.7+54.6 vs industry

Volume+19.3+4.5 vs industry

Reading	FDS	Financial - Data & Stock Exchanges n=92	Financial Services n=24,134	All US symbols n=70,435
Overall	+20.4	-2.4	-16.3	-20.5
Trend	+39.7	+20.9	-12.5	-21.3
Momentum	+63.7	+9.0	-4.4	-15.8
Volume	+19.3	+14.8	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
F. Philip Snow Chief Executive Officer	$9.5M	52% equity+incentive
Helen L. Shan Executive Vice President, Chie	$4.5M	67% equity+incentive
Christopher McLoughlin Executive Vice Presid	$3.3M	68% equity+incentive
Goran Skoko Executive Vice President, Chief	$2.7M	53% equity+incentive
Katherine M. Stepp Executive Vice President,	$2.2M	42% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	55
Social	52
Governance	68
Composite ESG	58

Composite ESG Trend

Filed	8-K contents	Items
2026-09-30	Earnings Release; Bylaws Amendment; Exhibits	2.02,5.03,9.01
2026-09-25	Officer/Director Change; Exhibits	5.02,9.01
2026-08-31	Material Agreement; Financial Obligation; Exhibits	1.01,2.03,9.01
2026-07-01	Earnings Release; Exhibits	2.02,9.01
2026-04-08	Officer/Director Change; Exhibits	5.02,9.01
2026-03-31	Earnings Release; Exhibits	2.02,9.01
2026-03-04	Departure/Election of Directors; Appointment of Officers; Financial St	5.02,9.01
2025-12-22	Departure/Election of Directors; Appointment of Officers; Amendments t	5.02,5.03,5.07,9.01

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2021 to 2026
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-06-25 to 2026-09-30
Analyst estimates	dim/forward_estimates	3 rows · 2026-08-31 to 2028-08-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	113 rows · 1998 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-03-19 to 2026-09-23
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2026-02-17 to 2026-08-14
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

FactSet Research Systems Inc. (FDS)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

FactSet Research Systems Inc. (FDS)

FactSet Research Systems Inc. (FDS)

Institutions holding — 12 quarters

FactSet Research Systems Inc. (FDS)

Monthly Net Insider Flow (000 shares)

Signal Summary

FactSet Research Systems Inc. (FDS)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding FDS — quarterly

Institutional Put/Call — quarterly

FactSet Research Systems Inc. (FDS)

Where FDS Trades in the Dark

FactSet Research Systems Inc. (FDS)

3.8 · Employees (SEC filings)

FactSet Research Systems Inc. (FDS)

FactSet Research Systems Inc. (FDS)

FactSet Research Systems Inc. (FDS)

Balance Sheet — Full

Cash Flow Statement — Full

FactSet Research Systems Inc. (FDS)

FactSet Research Systems Inc. (FDS)

FactSet Research Systems Inc. (FDS)

FactSet Research Systems Inc. (FDS)

Street Price Target — Trajectory

Third-Party Composite Rating

FactSet Research Systems Inc. (FDS)

FactSet Research Systems Inc. (FDS)

Family Scores (site weights)

FactSet Research Systems Inc. (FDS)

FactSet Research Systems Inc. (FDS)

FactSet Research Systems Inc. (FDS)