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