Factset Research Systems FDS
NYSE FDS
$280.69 +1.52 (+0.54%)
As of: Sep 10, 2026 · 11:06 AM EDT

Factset Research Systems (FDS) Assets (2009 - 2026)

Factset Research Systems' (FDS) quarterly Assets came in at $4.2 billion in Q2 2026, down 3.38% on a YoY basis from $4.3 billion in Q2 2025, and down 0.66% quarter-over-quarter from $4.2 billion in Q1 2026.

Analysis

Factset Research Systems (FDS) Assets (2009 - 2026) Analysis & Trends

Factset Research Systems (FDS) has reported Assets for 18 consecutive years, with $4.2 billion the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Assets fell 3.38% year-over-year to $4.2 billion; the trailing twelve-month figure through May 2026 stood at $4.2 billion (down 3.38% YoY), and the FY2025 full-year result was $4.3 billion, up 6.15% from the prior year.
  • Assets declined to $4.2 billion in Q2 2026 per FDS's latest filing, from $4.2 billion in the prior quarter.
  • Across five years, Assets topped out at $4.3 billion in Q2 2025 and bottomed at $2.4 billion in Q1 2022.
  • Historically, Assets has averaged $4.0 billion across 5 years, with a median of $4.0 billion in 2024.
  • The sharpest annual moves came in 2022 and 2026: Assets surged 83.4% in 2022, then slipped 3.38% in 2026.
  • Over 5 years, Assets stood at $4.0 billion in 2022, then declined by 0.66% to $4.0 billion in 2023, then rose by 2.46% to $4.0 billion in 2024, then climbed by 4.25% to $4.2 billion in 2025, then declined by 0.68% to $4.2 billion in 2026.
  • According to Business Quant data, Assets over the past three periods registered $4.2 billion, $4.2 billion, and $4.2 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 S&P Global 123.01 Bn 118.87 Bn 2.98 Bn 62.91 Bn
2 Moodys 81.47 Bn 79.97 Bn 1.67 Bn 14.68 Bn
3 Msci 40.17 Bn 39.82 Bn 717.10 Mn 5.60 Bn
4 Verisk Analytics 23.06 Bn 22.51 Bn 572.90 Mn 4.50 Bn
5 Factset Research Systems 10.13 Bn 9.83 Bn 310.73 Mn 4.19 Bn
6 Morningstar 7.41 Bn 6.89 Bn 423.90 Mn 3.95 Bn
Historic Data

Historic Data

Download Data
DateValue
May 31, 2026 4.19 Bn
Feb 28, 2026 4.22 Bn
Nov 30, 2025 4.22 Bn
Aug 31, 2025 4.30 Bn
May 31, 2025 4.34 Bn
Feb 28, 2025 4.24 Bn
Nov 30, 2024 4.05 Bn
Aug 31, 2024 4.06 Bn
May 31, 2024 4.04 Bn
Feb 29, 2024 3.99 Bn
Nov 30, 2023 3.95 Bn
Aug 31, 2023 3.96 Bn
May 31, 2023 4.00 Bn
Feb 28, 2023 4.00 Bn
Nov 30, 2022 3.98 Bn
Aug 31, 2022 4.01 Bn
May 31, 2022 4.07 Bn
Feb 28, 2022 2.37 Bn
Nov 30, 2021 2.25 Bn
Aug 31, 2021 2.22 Bn