Factset Research Systems (FDS) Liabilities and Shareholders Equity (2010 - 2026)
Factset Research Systems' Liabilities and Shareholders Equity came in at $4.19 billion for fiscal Q3 2026 (quarter ended May 31, 2026), down 3.4% from $4.34 billion a year earlier and down 0.7% from the prior quarter.
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Analysis
Factset Research Systems (FDS) Liabilities and Shareholders Equity (2010 - 2026) Analysis & Trends
At the end of FY2025 (ended Aug 31, 2025), Factset Research Systems' Liabilities and Shareholders Equity was $4.3 billion, up 6.1% from FY2024.
- Liabilities and Shareholders Equity carries a five-year compound annual growth rate of 15.6% (FY2020 to FY2025).
- Going back by fiscal year, Liabilities and Shareholders Equity was $4.06 billion in FY2024 (+2.3%), $3.96 billion in FY2023 (-1.3%), $4.01 billion in FY2022 (+80.4%) and $2.22 billion in FY2021 (+6.8%).
- The fiscal Q3 2026 figure represents the lowest quarterly Liabilities and Shareholders Equity since fiscal Q1 2025.
- Year-over-year, Liabilities and Shareholders Equity increased in six of the last eight quarters, with growth averaging 3.1%.
- The fastest year-over-year change in Liabilities and Shareholders Equity over five years came in fiscal Q3 2022 (growth of 83.4%), and the weakest in fiscal Q3 2026 (a decline of 3.4%).
- Business Quant data shows FDS's Liabilities and Shareholders Equity at $4.22 billion (Q2 2026), $4.22 billion (Q1 2026) and $4.3 billion (Q4 2025) in the three fiscal quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 116.38 Bn | 111.98 Bn | 2.98 Bn | 62.91 Bn |
| 2 | Moodys | 78.67 Bn | 71.10 Bn | 1.67 Bn | 14.68 Bn |
| 3 | Msci | 39.16 Bn | 37.50 Bn | 717.10 Mn | 5.60 Bn |
| 4 | Verisk Analytics | 21.84 Bn | 16.48 Bn | 572.90 Mn | 4.50 Bn |
| 5 | Equifax | 16.14 Bn | 15.54 Bn | 926.40 Mn | 11.98 Bn |
| 6 | TransUnion | 11.72 Bn | 8.70 Bn | - | 12.19 Bn |
| 7 | Factset Research Systems | 9.66 Bn | 8.43 Bn | 310.73 Mn | 4.19 Bn |
| 8 | Morningstar | 7.13 Bn | 5.03 Bn | 423.90 Mn | 3.95 Bn |
| 9 | Mastercard | 480.27 Bn | 440.19 Bn | - | 57.69 Bn |
| 10 | Cme | 94.12 Bn | 94.12 Bn | - | 194.68 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 4.19 Bn |
| Feb 28, 2026 | 4.22 Bn |
| Nov 30, 2025 | 4.22 Bn |
| Aug 31, 2025 | 4.30 Bn |
| May 31, 2025 | 4.34 Bn |
| Feb 28, 2025 | 4.24 Bn |
| Nov 30, 2024 | 4.05 Bn |
| Aug 31, 2024 | 4.06 Bn |
| May 31, 2024 | 4.04 Bn |
| Feb 29, 2024 | 3.99 Bn |
| Nov 30, 2023 | 3.95 Bn |
| Aug 31, 2023 | 3.96 Bn |
| May 31, 2023 | 4.00 Bn |
| Feb 28, 2023 | 4.00 Bn |
| Nov 30, 2022 | 3.98 Bn |
| Aug 31, 2022 | 4.01 Bn |
| May 31, 2022 | 4.07 Bn |
| Feb 28, 2022 | 2.37 Bn |
| Nov 30, 2021 | 2.25 Bn |
| Aug 31, 2021 | 2.22 Bn |
API Access
Factset Research Systems Liabilities and Shareholders Equity 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=liabilities-and-shareholders-equity&ticker=FDS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "liabilities-and-shareholders-equity", "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=liabilities-and-shareholders-equity&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();