Factset Research Systems (FDS) Short-term Investments (2011 - 2026)
Factset Research Systems (FDS) posted Short-term Investments of $31.99 million for fiscal Q4 2026 (quarter ended Aug 31, 2026), up 83.4% from $17.45 million a year earlier and up 98.4% from the prior quarter.
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Analysis
Factset Research Systems (FDS) Short-term Investments (2011 - 2026) Analysis & Trends
Since fiscal Q4 2012, Factset Research Systems has reported Short-term Investments for 57 quarters.
- Annual Short-term Investments shows a five-year compound annual growth rate of -2.3% (FY2021 to FY2026).
- In prior fiscal years, Factset Research Systems' Short-term Investments was $17.45 million in FY2025 (-74.9%), $69.62 million in FY2024 (+116.1%), $32.21 million in FY2023 (-3.0%) and $33.22 million in FY2022 (-7.7%).
- The fiscal Q4 2026 figure stands as the highest quarterly Short-term Investments since fiscal Q1 2025.
- On a year-over-year basis, Short-term Investments has increased in each of the last three quarters, with growth averaging 10.4% over the last eight quarters.
- 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 $16.12 million (Q3 2026), $16.93 million (Q2 2026) and $17.23 million (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Msci | 235.55 Bn | 234.03 Bn | 739.80 Mn |
| 2 | S&P Global | 137.22 Bn | 132.42 Bn | 2.64 Bn |
| 3 | Moodys | 88.04 Bn | 81.11 Bn | 1.50 Bn |
| 4 | Verisk Analytics | 26.17 Bn | 22.36 Bn | 567.00 Mn |
| 5 | Equifax | 22.05 Bn | 21.44 Bn | 940.10 Mn |
| 6 | TransUnion | 15.64 Bn | 12.48 Bn | - |
| 7 | Factset Research Systems | 11.49 Bn | 10.35 Bn | 308.40 Mn |
| 8 | Morningstar | 9.15 Bn | 7.04 Bn | 431.40 Mn |
| 9 | Mastercard | 570.55 Bn | 530.63 Bn | - |
| 10 | Cme | 110.48 Bn | 98.81 Bn | 359.20 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 31.99 Mn |
| 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 |
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();