Factset Research Systems FDS
NYSE FDS
$283.11 +3.80 (+1.36%)
As of: Sep 10, 2026 · 9:54 AM EDT

Factset Research Systems (FDS) Assets Average (2010 - 2026)

Factset Research Systems' (FDS) quarterly Assets Average came in at $4.2 billion in Q2 2026, down 1.96% on a YoY basis from $4.3 billion in Q2 2025, and little changed quarter-over-quarter from $4.2 billion in Q1 2026.

Analysis

Factset Research Systems (FDS) Assets Average (2010 - 2026) Analysis & Trends

Factset Research Systems (FDS) has reported Assets Average for 17 consecutive years, with $4.2 billion the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Assets Average fell 1.96% year-over-year to $4.2 billion; the trailing twelve-month figure through May 2026 stood at $4.2 billion (down 1.96% YoY), and the FY2025 full-year result was $4.2 billion, up 4.26% from the prior year.
  • Assets Average held at $4.2 billion in Q2 2026 per FDS's latest filing, from $4.2 billion in the prior quarter.
  • Across five years, Assets Average topped out at $4.3 billion in Q3 2025 and bottomed at $2.3 billion in Q1 2022.
  • Historically, Assets Average has averaged $3.9 billion across 5 years, with a median of $4.0 billion in 2022.
  • The sharpest annual moves came in 2022 and 2026: Assets Average surged 81.91% in 2022, then decreased 1.96% in 2026.
  • Over 5 years, Assets Average stood at $4.0 billion in 2022, then fell by 0.97% to $4.0 billion in 2023, then grew by 2.39% to $4.1 billion in 2024, then advanced by 5.2% to $4.3 billion in 2025, then retreated by 1.33% to $4.2 billion in 2026.
  • According to Business Quant data, Assets Average over the past three periods registered $4.2 billion, $4.2 billion, and $4.3 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 S&P Global 123.66 Bn 119.52 Bn 2.98 Bn 61.85 Bn
2 Moodys 82.16 Bn 80.66 Bn 1.67 Bn 14.70 Bn
3 Msci 40.27 Bn 39.91 Bn 717.10 Mn 5.57 Bn
4 Verisk Analytics 23.18 Bn 22.62 Bn 572.90 Mn 4.55 Bn
5 Factset Research Systems 10.17 Bn 9.87 Bn 310.73 Mn 4.21 Bn
6 Morningstar 7.50 Bn 6.98 Bn 423.90 Mn 3.97 Bn
Historic Data

Historic Data

Download Data
DateValue
May 31, 2026 4.21 Bn
Feb 28, 2026 4.22 Bn
Nov 30, 2025 4.26 Bn
Aug 31, 2025 4.32 Bn
May 31, 2025 4.29 Bn
Feb 28, 2025 4.15 Bn
Nov 30, 2024 4.05 Bn
Aug 31, 2024 4.05 Bn
May 31, 2024 4.02 Bn
Feb 29, 2024 3.97 Bn
Nov 30, 2023 3.96 Bn
Aug 31, 2023 3.98 Bn
May 31, 2023 4.00 Bn
Feb 28, 2023 3.99 Bn
Nov 30, 2022 4.00 Bn
Aug 31, 2022 4.04 Bn
May 31, 2022 3.22 Bn
Feb 28, 2022 2.31 Bn
Nov 30, 2021 2.24 Bn
Aug 31, 2021 2.22 Bn