Factset Research Systems (FDS) Sale and Maturity of Investments (2012 - 2025)
Factset Research Systems' Sale and Maturity of Investments - Total was $36.05 million in FY2026 (year ended Aug 31, 2026), down 38.0% from $58.16 million in FY2025.
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Analysis
Factset Research Systems (FDS) Sale and Maturity of Investments (2012 - 2025) Analysis & Trends
From FY2013 onward, Factset Research Systems has reported Sale and Maturity of Investments - Total for 10 fiscal years.
- Sale and Maturity of Investments - Total shows a five-year compound annual growth rate of 75.3% (FY2021 to FY2026).
- The FY2026 figure marks the lowest annual Sale and Maturity of Investments - Total since FY2021.
- Per Business Quant data, Sale and Maturity of Investments - Total in earlier fiscal years was $58.16 million in FY2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investments Sold (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 | 27.00 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 | - |
| 8 | Morningstar | 8.44 Bn | 6.34 Bn | 423.90 Mn | 10.40 Mn |
| 9 | Mastercard | 542.86 Bn | 502.77 Bn | - | 53.00 Mn |
| 10 | Cme | 109.27 Bn | 97.61 Bn | - | 2.80 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Nov 30, 2025 | 36.05 Mn |
| Feb 28, 2025 | 58.16 Mn |
| Feb 28, 2021 | -1,000.00 |
| Nov 30, 2020 | 2.18 Mn |
| Aug 31, 2020 | 2.55 Mn |
| Feb 29, 2020 | 1.94 Mn |
| Nov 30, 2019 | 2.26 Mn |
| May 31, 2017 | 3.90 Mn |
| Nov 30, 2016 | 19.50 Mn |
| Aug 31, 2016 | 4.82 Mn |
| Nov 30, 2015 | 12.42 Mn |
| Aug 31, 2015 | 12.29 Mn |
| Nov 30, 2014 | 7.54 Mn |
| Aug 31, 2014 | 7.45 Mn |
| Nov 30, 2013 | 6.87 Mn |
| Aug 31, 2013 | 6.92 Mn |
| Nov 30, 2012 | 7.50 Mn |
API Access
Factset Research Systems Sale and Maturity 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=sale-and-maturity-of-investments&ticker=FDS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "sale-and-maturity-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=sale-and-maturity-of-investments&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();