Factset Research Systems (FDS) Interest & Investment Income (2022 - 2026)
Factset Research Systems (FDS) recorded Interest & Investment Income of $642,000 in fiscal Q3 2026 (quarter ended May 31, 2026), down 57.5% from $1.51 million a year earlier and down 27.9% from the prior quarter.
Factset Research Systems (FDS) Interest & Investment Income (2022 - 2026) Analysis & Trends
On a TTM basis, Factset Research Systems' Interest & Investment Income came in at $4.67 million as of May 31, 2026, down 45.1% year-over-year; for FY2025 (ended Aug 31, 2025), it was $6.53 million, down 54.8% from FY2024.
- Annual Interest & Investment Income has a four-year compound annual growth rate of 37.9% (FY2021 to FY2025).
- Across earlier fiscal years, Interest & Investment Income came in at $14.45 million in FY2024 (+12.8%), $12.81 million in FY2023 (+107.4%), $6.18 million in FY2022 (+241.9%) and $1.81 million in FY2021.
- The fiscal Q3 2026 figure is the lowest quarterly Interest & Investment Income since fiscal Q2 2025.
- On a year-over-year basis, Interest & Investment Income rose in 1 of the last eight quarters, with an average decline of 15.1%.
- 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 $891,000 (Q2 2026), $1.09 million (Q1 2026) and $2.05 million (Q4 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 113.90 Bn | 109.50 Bn | 2.98 Bn | - |
| 2 | Moodys | 76.48 Bn | 68.91 Bn | 1.67 Bn | - |
| 3 | Msci | 38.99 Bn | 37.33 Bn | 717.10 Mn | 2.50 Mn |
| 4 | Verisk Analytics | 21.33 Bn | 15.96 Bn | 572.90 Mn | - |
| 5 | Equifax | 16.47 Bn | 15.87 Bn | 926.40 Mn | - |
| 6 | TransUnion | 12.16 Bn | 9.14 Bn | - | 7.00 Mn |
| 7 | Factset Research Systems | 9.52 Bn | 8.28 Bn | 310.73 Mn | 642,000.00 |
| 8 | Morningstar | 6.89 Bn | 4.79 Bn | 423.90 Mn | - |
| 9 | Mastercard | 480.84 Bn | 440.75 Bn | - | 88.00 Mn |
| 10 | Cme | 94.54 Bn | 94.54 Bn | - | 1.43 Bn |
Historic Data
| Date | Value |
|---|---|
| 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 |
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();