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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |