Factset Research Systems (FDS) Interest & Investment Income (2022 - 2026)
Factset Research Systems (FDS) recorded Interest & Investment Income of $1.44 million in fiscal Q4 2026 (quarter ended Aug 31, 2026), down 29.7% from $2.05 million a year earlier but up 124.6% from the prior quarter.
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Analysis
Factset Research Systems (FDS) Interest & Investment Income (2022 - 2026) Analysis & Trends
For FY2026 (ended Aug 31, 2026), Factset Research Systems reported Interest & Investment Income of $4.06 million, down 37.8% from FY2025.
- Annual Interest & Investment Income has a five-year compound annual growth rate of 17.6% (FY2021 to FY2026).
- Across earlier fiscal years, Interest & Investment Income came in at $6.53 million in FY2025 (-54.8%), $14.45 million in FY2024 (+12.8%), $12.81 million in FY2023 (+107.4%) and $6.18 million in FY2022 (+241.9%).
- Quarterly Interest & Investment Income has ranged from $273,000 in fiscal Q2 2025 to $4.62 million in fiscal Q4 2023 over the past five years.
- On a year-over-year basis, Interest & Investment Income rose in 1 of the last eight quarters, with an average decline of 17.1%.
- Peak year-over-year performance for Interest & Investment Income in the last five years was growth of 262.2% in fiscal Q4 2023, against a decline of 90.4% in fiscal Q2 2025 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at $642,000 (Q3 2026), $891,000 (Q2 2026) and $1.09 million (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 137.77 Bn | 127.62 Bn | 2.64 Bn | - |
| 2 | Moodys | 87.98 Bn | 80.90 Bn | 1.50 Bn | - |
| 3 | Msci | 46.91 Bn | 45.39 Bn | 739.80 Mn | 2.90 Mn |
| 4 | Verisk Analytics | 26.52 Bn | 21.16 Bn | 572.90 Mn | - |
| 5 | Equifax | 22.37 Bn | 21.64 Bn | 940.10 Mn | - |
| 6 | TransUnion | 15.89 Bn | 12.59 Bn | - | 9.00 Mn |
| 7 | Factset Research Systems | 11.95 Bn | 10.80 Bn | 308.40 Mn | 1.44 Mn |
| 8 | Morningstar | 9.27 Bn | 7.16 Bn | 431.40 Mn | - |
| 9 | Mastercard | 582.08 Bn | 542.17 Bn | - | 88.00 Mn |
| 10 | Cme | 109.15 Bn | 97.49 Bn | - | 1.42 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 1.44 Mn |
| May 31, 2026 | 642,000.00 |
| 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 |
API Access
Factset Research Systems Interest & Investment Income 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=interest-and-investment-income&ticker=FDS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "interest-and-investment-income", "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=interest-and-investment-income&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();