Factset Research Systems (FDS) Assets (2010 - 2026)
Factset Research Systems (FDS) reported Assets of $4.14 billion for fiscal Q4 2026 (quarter ended Aug 31, 2026), down 3.8% from $4.3 billion a year earlier and down 1.2% from the prior quarter.
Factset Research Systems (FDS) Assets (2010 - 2026) Analysis & Trends
Dating back to fiscal Q4 2010, Factset Research Systems' Assets record includes 65 quarters.
- Assets has a five-year compound annual growth rate of 13.2% (FY2021 to FY2026).
- By fiscal year, Assets came in at $4.3 billion in FY2025 (+6.1%), $4.06 billion in FY2024 (+2.3%), $3.96 billion in FY2023 (-1.3%) and $4.01 billion in FY2022 (+80.4%).
- The fiscal Q4 2026 figure ranks as the lowest quarterly Assets since fiscal Q1 2025.
- Year over year, Assets has now declined in each of the last three quarters, with growth averaging 2.4% over the last eight quarters.
- The high point for year-over-year Assets in five years was fiscal Q3 2022 (growth of 83.4%); the low point was fiscal Q4 2026 (a decline of 3.8%).
- Per Business Quant data, the three fiscal quarters before Q4 2026 came in at $4.19 billion (Q3 2026), $4.22 billion (Q2 2026) and $4.22 billion (Q1 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 136.14 Bn | 125.99 Bn | 2.64 Bn | 48.03 Bn |
| 2 | Moodys | 87.37 Bn | 80.29 Bn | 1.50 Bn | 14.83 Bn |
| 3 | Msci | 46.53 Bn | 45.01 Bn | 739.80 Mn | 5.60 Bn |
| 4 | Verisk Analytics | 25.76 Bn | 20.40 Bn | 572.90 Mn | 4.50 Bn |
| 5 | Equifax | 21.57 Bn | 20.84 Bn | 940.10 Mn | 11.94 Bn |
| 6 | TransUnion | 15.42 Bn | 12.11 Bn | - | 12.09 Bn |
| 7 | Factset Research Systems | 11.51 Bn | 10.36 Bn | 308.40 Mn | 4.14 Bn |
| 8 | Morningstar | 9.02 Bn | 6.91 Bn | 431.40 Mn | 3.95 Bn |
| 9 | Mastercard | 571.76 Bn | 531.85 Bn | - | 58.15 Bn |
| 10 | Cme | 109.34 Bn | 97.67 Bn | - | 192.09 Bn |
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 4.14 Bn |
| 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 |
Factset Research Systems Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=FDS&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "FDS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();