Growth Metrics

Factset Research Systems (FDS) Liabilities and Shareholders Equity (2009 - 2026)

Factset Research Systems posted quarterly Liabilities and Shareholders Equity of $4.2 billion for Q1 2026, down 0.51% year-on-year from $4.2 billion in Q1 2025, and little changed on a QoQ basis from $4.2 billion in Q4 2025.

Factset Research Systems (FDS) has 18 years of Liabilities and Shareholders Equity data on file, last reported at $4.2 billion in Q1 2026.

  • For the quarter ending Q1 2026, Liabilities and Shareholders Equity fell 0.51% year-over-year to $4.2 billion; the trailing twelve-month figure through Feb 2026 stood at $17.1 billion (up 4.27% YoY), and the FY2025 full-year result was $4.3 billion, up 6.15% from the prior year.
  • Liabilities and Shareholders Equity for Q1 2026 stood at $4.2 billion, roughly flat from $4.2 billion in the prior quarter.
  • Across five years, Liabilities and Shareholders Equity topped out at $4.3 billion in Q2 2025 and bottomed at $2.4 billion in Q1 2022.
  • The 5-year median for Liabilities and Shareholders Equity is $4.0 billion (2024), against an average of $4.0 billion.
  • The widest annual swing landed in 2022, when Liabilities and Shareholders Equity jumped 83.4%; it then declined 1.74% in 2023.
  • A 5-year view of Liabilities and Shareholders Equity shows it stood at $4.0 billion in 2022, then dropped by 0.66% to $4.0 billion in 2023, then increased by 2.46% to $4.0 billion in 2024, then advanced by 4.25% to $4.2 billion in 2025, then retreated by 0.02% to $4.2 billion in 2026.
  • The last three Liabilities and Shareholders Equity figures came in at $4.2 billion (Q1 2026), $4.2 billion (Q4 2025), and $4.3 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Liabilities and Shareholders Equity (Qtr)
1 S&P Global 126.06 Bn 129.16 Bn 2.94 Bn 60.79 Bn
2 Cme 98.29 Bn 98.29 Bn 1.83 Bn 201.99 Bn
3 Intercontinental Exchange 83.83 Bn 82.37 Bn - 179.18 Bn
4 Moodys 80.13 Bn 78.77 Bn 1.55 Bn 14.73 Bn
5 Nasdaq 52.44 Bn 51.76 Bn 1.41 Bn 27.30 Bn
6 Coinbase Global 50.05 Bn 49.52 Bn 1.33 Bn 28.85 Bn
7 Msci 46.28 Bn 45.89 Bn 765.10 Mn 5.55 Bn
8 Cboe Global Markets 34.92 Bn 32.75 Bn 728.90 Mn 11.07 Bn
9 TransUnion 13.79 Bn 13.22 Bn 726.20 Mn 12.05 Bn
10 Factset Research Systems 9.06 Bn 8.78 Bn 314.28 Mn 4.22 Bn

Historic Data

Download Data 🔒
DateValue
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
May 31, 2021 2.22 Bn
Feb 28, 2021 2.16 Bn
Nov 30, 2020 2.10 Bn
Aug 31, 2020 2.08 Bn
May 31, 2020 1.95 Bn
Feb 29, 2020 1.83 Bn
Nov 30, 2019 1.76 Bn
Aug 31, 2019 1.56 Bn
May 31, 2019 1.51 Bn
Feb 28, 2019 1.46 Bn
Nov 30, 2018 1.37 Bn
Aug 31, 2018 1.42 Bn
May 31, 2018 1.41 Bn
Feb 28, 2018 1.47 Bn
Nov 30, 2017 1.43 Bn
Aug 31, 2017 1.41 Bn
May 31, 2017 1.36 Bn
Feb 28, 2017 1.06 Bn
Nov 30, 2016 1.05 Bn
Aug 31, 2016 1.02 Bn
May 31, 2016 1.04 Bn
Feb 29, 2016 1.02 Bn
Nov 30, 2015 1.02 Bn
Aug 31, 2015 736.67 Mn
May 31, 2015 728.08 Mn
Feb 28, 2015 709.57 Mn
Nov 30, 2014 709.57 Mn
Aug 31, 2014 663.21 Mn
May 31, 2014 659.64 Mn
Feb 28, 2014 653.97 Mn
Nov 30, 2013 671.16 Mn
Aug 31, 2013 690.20 Mn
May 31, 2013 735.33 Mn
Feb 28, 2013 669.98 Mn
Nov 30, 2012 711.86 Mn
Aug 31, 2012 694.14 Mn
May 31, 2012 694.52 Mn
Feb 29, 2012 663.82 Mn
Nov 30, 2011 663.51 Mn
Aug 31, 2011 657.44 Mn
May 31, 2011 684.63 Mn
Feb 28, 2011 683.07 Mn
Nov 30, 2010 659.41 Mn
Aug 31, 2010 644.61 Mn
Aug 31, 2009 633.95 Mn