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Here's Why Investors Must Hold FactSet Stock in Their Portfolios
FDSFactSet(FDS) ZACKS·2025-04-02 14:55

Core Insights - FactSet (FDS) shares have increased by 4.9%, underperforming the industry rally of 14.3% and the S&P 500's rise of 8.1% [1] - Revenue growth is projected at 5% for 2025 and 6% for 2026, with earnings expected to rise by 4% in 2025 and 7.7% in 2026 [1] Group 1: Financial Performance - In fiscal 2024, organic revenues grew by 5.7% year over year, reaching 2.2billion,withaforecastedincreaseof4.92.2 billion, with a forecasted increase of 4.9% for fiscal 2025 [2] - The Annual Subscription Value (ASV) reached 2.3 billion, marking a 4.8% year-over-year increase, with U.S. revenues at 1.5billion,up6.11.5 billion, up 6.1% [3] - Share repurchases totaled 235.2 million in fiscal 2024, with dividends paid amounting to $150.7 million, reflecting the company's commitment to shareholder value [4] Group 2: Strategic Partnerships and Innovations - FactSet partnered with Irwin to integrate investor relations CRM with its Workstation, enhancing solutions for IR professionals [5] - Collaboration with LightPoint provides hedge funds with an integrated solution to improve trade workflows [5] - Partnership with Coin Metrics allows financial professionals to monitor digital assets and evaluate portfolios [5] Group 3: Liquidity and Financial Health - The current ratio for FactSet in Q2 fiscal 2025 was 1.47, significantly higher than the industry average of 0.8, indicating strong liquidity [6]