Factset Research Systems FDS
NYSE FDS
$299.91 -0.15 (-0.05%)
At close: Aug 21, 2026 · 4:00 PM EDT

Factset Research Systems (FDS) Tax Rate (2009 - 2026)

Factset Research Systems' (FDS) quarterly Tax Rate came in at 17.78% in Q2 2026, up 33.0% YoY from 13.37% in Q2 2025, and up 2.11% on a QoQ basis from 17.41% in Q1 2026.

Factset Research Systems (FDS) Tax Rate (2009 - 2026) Analysis & Trends

Factset Research Systems (FDS) has 18 years of Tax Rate data on file, last reported at 17.78% in Q2 2026.

  • Quarterly Tax Rate rose 33.0% year-over-year to 17.78% in Q2 2026, while the trailing twelve-month figure through May 2026 was 18.48% (up 58.0% YoY) and the FY2025 annual result came in at 17.19%, down 37.0% from the prior year.
  • Tax Rate grew to 17.78% in Q2 2026, from 17.41% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 39.32% in Q3 2023 to a low of 9.85% in Q1 2022.
  • A 5-year average of 17.43% and a median of 16.7% in 2023 frame the typical range for Tax Rate.
  • Annual changes were most pronounced in 2023 — Tax Rate soared 2900 bps — and 2024, when it slumped 1572 bps.
  • Tracing FDS's Tax Rate over 5 years: stood at 13.36% in 2022, then advanced by 14 bps to 15.21% in 2023, then grew by 9 bps to 16.53% in 2024, then climbed by 19 bps to 19.74% in 2025, then retreated by 10 bps to 17.78% in 2026.
  • The last three Tax Rate figures came in at 17.78% (Q2 2026), 17.41% (Q1 2026), and 19.74% (Q4 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 S&P Global 127.26 Bn 123.12 Bn 2.98 Bn 23.48%
2 Cme 99.13 Bn 99.13 Bn 1.65 Bn 21.53%
3 Intercontinental Exchange 90.95 Bn 88.99 Bn - 24.24%
4 Moodys 87.63 Bn 86.13 Bn 1.67 Bn 24.94%
5 Nasdaq 55.45 Bn 54.73 Bn 1.50 Bn 22.36%
6 Coinbase Global 49.19 Bn 40.40 Bn 1.16 Bn 9.09%
7 Msci 41.09 Bn 40.73 Bn 717.10 Mn 18.04%
8 Cboe Global Markets 31.57 Bn 29.18 Bn 731.60 Mn 28.62%
9 TransUnion 16.37 Bn 15.54 Bn 765.00 Mn 27.20%
10 Factset Research Systems 10.82 Bn 10.52 Bn 310.73 Mn 17.78%

Historic Data

Download Data
DateValue
May 31, 2026 17.78%
May 31, 2026 17.78%
May 31, 2026 17.78%
Feb 28, 2026 17.41%
Feb 28, 2026 17.41%
Feb 28, 2026 17.41%
Nov 30, 2025 19.74%
Nov 30, 2025 19.74%
Nov 30, 2025 19.74%
Aug 31, 2025 18.70%
Aug 31, 2025 18.70%
Aug 31, 2025 18.70%
May 31, 2025 17.45%
May 31, 2025 17.45%
May 31, 2025 17.45%
Feb 28, 2025 15.94%
Feb 28, 2025 15.94%
Feb 28, 2025 15.94%
Nov 30, 2024 16.53%
Nov 30, 2024 16.53%