Factset Research Systems (FDS) Short-term Investments (2012 - 2026)
Factset Research Systems (FDS) posted Short-term Investments of $16.12 million for fiscal Q3 2026 (quarter ended May 31, 2026), up 109.8% from $7.68 million a year earlier but down 4.8% from the prior quarter.
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Analysis
Factset Research Systems (FDS) Short-term Investments (2012 - 2026) Analysis & Trends
At the end of FY2025 (ended Aug 31, 2025), Factset Research Systems' Short-term Investments came in at $17.45 million, down 74.9% from FY2024.
- Annual Short-term Investments shows a five-year compound annual growth rate of -2.3% (FY2020 to FY2025).
- In prior fiscal years, Factset Research Systems' Short-term Investments was $69.62 million in FY2024 (+116.1%), $32.21 million in FY2023 (-3.0%), $33.22 million in FY2022 (-7.7%) and $35.98 million in FY2021 (+83.9%).
- Quarterly Short-term Investments has run from a low of $7.68 million in fiscal Q3 2025 to a high of $69.62 million in fiscal Q1 2025 over five years.
- On a year-over-year basis, Short-term Investments increased in four of the last eight quarters, with growth averaging 14.5%.
- The strongest year-over-year quarter for Short-term Investments in the past five years was fiscal Q1 2025, with growth of 117.1%; the weakest was fiscal Q3 2025, with a decline of 88.8%.
- According to Business Quant data, Short-term Investments for the three prior fiscal quarters was $16.93 million (Q2 2026), $17.23 million (Q1 2026) and $17.45 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | S&P Global | 116.38 Bn | 111.98 Bn | 2.98 Bn |
| 2 | Moodys | 78.67 Bn | 71.10 Bn | 1.67 Bn |
| 3 | Msci | 39.16 Bn | 37.50 Bn | 717.10 Mn |
| 4 | Verisk Analytics | 21.84 Bn | 16.48 Bn | 572.90 Mn |
| 5 | Equifax | 16.14 Bn | 15.54 Bn | 926.40 Mn |
| 6 | TransUnion | 11.72 Bn | 8.70 Bn | - |
| 7 | Factset Research Systems | 9.66 Bn | 8.43 Bn | 310.73 Mn |
| 8 | Morningstar | 7.13 Bn | 5.03 Bn | 423.90 Mn |
| 9 | Mastercard | 480.27 Bn | 440.19 Bn | - |
| 10 | Cme | 94.12 Bn | 94.12 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 16.12 Mn |
| Feb 28, 2026 | 16.93 Mn |
| Nov 30, 2025 | 17.23 Mn |
| Aug 31, 2025 | 17.45 Mn |
| May 31, 2025 | 7.68 Mn |
| Feb 28, 2025 | 8.47 Mn |
| Nov 30, 2024 | 69.62 Mn |
| Aug 31, 2024 | 69.62 Mn |
| May 31, 2024 | 68.89 Mn |
| Feb 29, 2024 | 68.52 Mn |
| Nov 30, 2023 | 32.07 Mn |
| Aug 31, 2023 | 32.21 Mn |
| May 31, 2023 | 32.15 Mn |
| Feb 28, 2023 | 32.02 Mn |
| Nov 30, 2022 | 32.57 Mn |
| Aug 31, 2022 | 33.22 Mn |
| May 31, 2022 | 33.58 Mn |
| Feb 28, 2022 | 34.98 Mn |
| Nov 30, 2021 | 34.99 Mn |
| Aug 31, 2021 | 35.98 Mn |
API Access
Factset Research Systems Short-term 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=short-term-investments&ticker=FDS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "short-term-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=short-term-investments&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();