Growth Metrics

Factset Research Systems (FDS) Interest & Investment Income (2016 - 2026)

Factset Research Systems posted quarterly Interest & Investment Income of $891000.0 for Q1 2026, up 226.37% year-on-year from $273000.0 in Q1 2025, and down 18.18% on a QoQ basis from $1.1 million in Q4 2025.

Factset Research Systems (FDS) has 11 years of Interest & Investment Income data on file, last reported at $891000.0 in Q1 2026.

  • For the quarter ending Q1 2026, Interest & Investment Income rose 226.37% year-over-year to $891000.0; the trailing twelve-month figure through Feb 2026 stood at $5.5 million (down 52.09% YoY), and the FY2025 full-year result was $6.5 million, down 54.78% from the prior year.
  • Interest & Investment Income for Q1 2026 stood at $891000.0, down from $1.1 million in the prior quarter.
  • Across five years, Interest & Investment Income topped out at $4.6 million in Q3 2023 and bottomed at -$1.7 million in Q1 2022.
  • The 5-year median for Interest & Investment Income is $2.7 million (2024), against an average of $2.3 million.
  • The widest annual swing landed in 2022, when Interest & Investment Income jumped 324.74%; it then slumped 90.41% in 2025.
  • A 5-year view of Interest & Investment Income shows it stood at $2.2 million in 2022, then surged by 36.6% to $3.0 million in 2023, then retreated by 10.33% to $2.7 million in 2024, then sank by 59.68% to $1.1 million in 2025, then declined by 18.18% to $891000.0 in 2026.
  • The last three Interest & Investment Income figures came in at $891000.0 (Q1 2026), $1.1 million (Q4 2025), and $2.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Int & Inv Inc (Qtr)
1 S&P Global 126.06 Bn 129.16 Bn 2.94 Bn -
2 Cme 98.29 Bn 98.29 Bn 1.83 Bn 1.39 Bn
3 Intercontinental Exchange 83.83 Bn 82.37 Bn - 24.00 Mn
4 Moodys 80.13 Bn 78.77 Bn 1.55 Bn -66.00 Mn
5 Nasdaq 52.44 Bn 51.76 Bn 1.41 Bn 6.00 Mn
6 Coinbase Global 50.05 Bn 49.52 Bn 1.33 Bn -
7 Msci 46.28 Bn 45.89 Bn 765.10 Mn 2.80 Mn
8 Cboe Global Markets 34.92 Bn 32.75 Bn 728.90 Mn 17.70 Mn
9 TransUnion 13.79 Bn 13.22 Bn 726.20 Mn 7.20 Mn
10 Factset Research Systems 9.06 Bn 8.78 Bn 314.28 Mn 891,000.00

Historic Data

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DateValue
Feb 28, 2026 891,000.00
Nov 30, 2025 1.09 Mn
Aug 31, 2025 2.05 Mn
May 31, 2025 1.51 Mn
Feb 28, 2025 273,000.00
Nov 30, 2024 2.70 Mn
Aug 31, 2024 4.02 Mn
May 31, 2024 4.57 Mn
Feb 29, 2024 2.85 Mn
Nov 30, 2023 3.01 Mn
Aug 31, 2023 4.62 Mn
May 31, 2023 3.08 Mn
Feb 28, 2023 2.90 Mn
Nov 30, 2022 2.21 Mn
Aug 31, 2022 1.28 Mn
May 31, 2022 4.13 Mn
Feb 28, 2022 -1.67 Mn
Nov 30, 2021 -1.49 Mn
Aug 31, 2021 -3.52 Mn
May 31, 2021 -1.84 Mn
Feb 28, 2021 -1.81 Mn
Nov 30, 2020 -1.03 Mn
Aug 31, 2020 -1.83 Mn
May 31, 2020 -2.21 Mn
Feb 29, 2020 -2.66 Mn
Nov 30, 2019 -3.13 Mn
Aug 31, 2019 13.60 Mn
May 31, 2019 -4.38 Mn
Feb 28, 2019 -4.21 Mn
Nov 30, 2018 4.46 Mn
Aug 31, 2018 11.87 Mn
May 31, 2018 -3.75 Mn
Feb 28, 2018 -3.27 Mn
Nov 30, 2017 -2.92 Mn
Aug 31, 2017 -2.66 Mn
May 31, 2017 -2.41 Mn
Feb 28, 2017 -1.05 Mn
Aug 31, 2016 -371,000.00
May 31, 2016 -433,000.00
Feb 29, 2016 -424,000.00