Factset Research Systems (FDS) Purchase of Investments (2011 - 2026)
Factset Research Systems' Purchase of Investments - Total came in at $35.75 million for fiscal Q4 2026 (quarter ended Aug 31, 2026), up 147.7% from $14.43 million a year earlier and up 110.5% from the prior quarter.
Powered by 
Analysis
Factset Research Systems (FDS) Purchase of Investments (2011 - 2026) Analysis & Trends
For FY2026 (ended Aug 31, 2026), Factset Research Systems' Purchase of Investments - Total was $53.83 million, up 185.3% from FY2025.
- Purchase of Investments - Total carries a five-year compound annual growth rate of 23.4% (FY2021 to FY2026).
- Going back by fiscal year, Purchase of Investments - Total was $18.87 million in FY2025 (-67.8%), $58.64 million in FY2024 (+432.4%), $11.01 million in FY2023 and $878,000 in FY2022 (-95.3%).
- The fiscal Q4 2026 figure represents the highest quarterly Purchase of Investments - Total since fiscal Q2 2024.
- Year-over-year, Purchase of Investments - Total increased in three of the last six quarters, with an average decline of 12.5%.
- The fastest year-over-year change in Purchase of Investments - Total over five years came in fiscal Q4 2026 (growth of 147.7%), and the weakest in fiscal Q2 2025 (a decline of 99.4%).
- Business Quant data shows FDS's Purchase of Investments - Total at $16.98 million (Q3 2026), $229,000 (Q2 2026) and $875,000 (Q1 2026) in the three fiscal quarters before Q4 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investments Purchased (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 132.72 Bn | 128.33 Bn | 2.98 Bn | - |
| 2 | Moodys | 83.35 Bn | 76.42 Bn | 1.50 Bn | 91.00 Mn |
| 3 | Msci | 44.14 Bn | 42.62 Bn | 739.80 Mn | - |
| 4 | Verisk Analytics | 25.49 Bn | 20.13 Bn | 572.90 Mn | - |
| 5 | Equifax | 21.35 Bn | 20.74 Bn | 940.10 Mn | - |
| 6 | TransUnion | 15.61 Bn | 12.59 Bn | - | - |
| 7 | Factset Research Systems | 11.68 Bn | 10.53 Bn | 308.40 Mn | 35.75 Mn |
| 8 | Morningstar | 8.44 Bn | 6.34 Bn | 423.90 Mn | 3.60 Mn |
| 9 | Mastercard | 542.86 Bn | 502.77 Bn | - | 66.00 Mn |
| 10 | Cme | 109.27 Bn | 97.61 Bn | - | 7.60 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 35.75 Mn |
| May 31, 2026 | 16.98 Mn |
| Feb 28, 2026 | 229,000.00 |
| Nov 30, 2025 | 875,000.00 |
| Aug 31, 2025 | 14.43 Mn |
| May 31, 2025 | 225,000.00 |
| Feb 28, 2025 | 221,000.00 |
| Nov 30, 2024 | 3.99 Mn |
| Aug 31, 2024 | 13.70 Mn |
| Feb 29, 2024 | 36.18 Mn |
| Nov 30, 2023 | 8.75 Mn |
| Aug 31, 2023 | 125,000.00 |
| Feb 28, 2023 | 997,000.00 |
| Nov 30, 2022 | 9.89 Mn |
| Aug 31, 2022 | 200,000.00 |
| May 31, 2022 | 428,000.00 |
| Nov 30, 2021 | 250,000.00 |
| Aug 31, 2021 | 17.54 Mn |
| Feb 28, 2021 | 1.00 Mn |
| Nov 30, 2020 | 250,000.00 |
API Access
Factset Research Systems Purchase of Investments 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=purchase-of-investments&ticker=FDS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "purchase-of-investments", "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=purchase-of-investments&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();