Factset Research Systems (FDS) Invested Capital (2009 - 2026)

Factset Research Systems has reported Invested Capital for 18 years, with the latest figure at $3.5 billion in Q1 2026.

• For the quarter ending Q1 2026, Invested Capital fell 0.87% year-over-year to $3.5 billion; the trailing twelve-month figure through Feb 2026 stood at $3.5 billion (down 0.87% YoY), and the FY2025 full-year result was $3.6 billion, up 8.43% from the prior year.
• Invested Capital for Q1 2026 stood at $3.5 billion, down from $3.5 billion in the prior quarter.
• The five-year high for Invested Capital was $3.6 billion in Q2 2025, with the low at $1.8 billion in Q1 2022.
• Historically, Invested Capital has averaged $3.3 billion across 5 years, with a median of $3.3 billion in 2023.
• Annual changes were most pronounced in 2022 — Invested Capital surged 110.04% — and 2023, when it retreated 2.45%.
• Factset Research Systems' Invested Capital stood at $3.3 billion in 2022, then declined by 2.44% to $3.3 billion in 2023, then climbed by 3.04% to $3.4 billion in 2024, then gained by 5.55% to $3.5 billion in 2025, then decreased by 1.08% to $3.5 billion in 2026.
• The last three Invested Capital figures came in at $3.5 billion (Q1 2026), $3.5 billion (Q4 2025), and $3.6 billion (Q3 2025), per Business Quant data.