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Factset Research Systems (FDS) Invested Capital (2016 - 2026)

Factset Research Systems' Invested Capital history spans 18 years, with the latest figure at $3.5 billion for Q1 2026.

  • For Q1 2026, Invested Capital fell 0.87% year-over-year to $3.5 billion; the TTM value through Feb 2026 reached $3.5 billion, down 0.87%, while the annual FY2025 figure was $3.6 billion, 8.43% up from the prior year.
  • Invested Capital reached $3.5 billion in Q1 2026 per FDS's latest filing, down from $3.5 billion in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $3.6 billion in Q2 2025 to a low of $1.8 billion in Q1 2022.
  • Average Invested Capital over 5 years is $3.3 billion, with a median of $3.3 billion recorded in 2023.
  • Peak YoY movement for Invested Capital: soared 110.04% in 2022, then decreased 2.45% in 2023.
  • A 5-year view of Invested Capital shows it stood at $3.3 billion in 2022, then dropped by 2.44% to $3.3 billion in 2023, then increased by 3.04% to $3.4 billion in 2024, then rose by 5.55% to $3.5 billion in 2025, then dropped by 1.08% to $3.5 billion in 2026.
  • Per Business Quant, the three most recent readings for FDS's Invested Capital are $3.5 billion (Q1 2026), $3.5 billion (Q4 2025), and $3.6 billion (Q3 2025).