Factset Research Systems (FDS) Tax Rate (2009 - 2026)
Factset Research Systems (FDS) posted Tax Rate of 16.10% for fiscal Q4 2026 (quarter ended Aug 31, 2026), down 2.60 percentage points from 18.70% a year earlier and down 1.68 percentage points from the prior quarter.
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Analysis
Factset Research Systems (FDS) Tax Rate (2009 - 2026) Analysis & Trends
For FY2026 (ended Aug 31, 2026), Factset Research Systems' Tax Rate came in at 17.89%, up 0.70 percentage points from FY2025.
- Annual Tax Rate shows a five-year change of +3.34 percentage points (FY2021 to FY2026).
- In prior fiscal years, Factset Research Systems' Tax Rate was 17.19% in FY2025 (-0.37 pp), 17.56% in FY2024 (-2.27 pp), 19.83% in FY2023 (+9.30 pp) and 10.52% in FY2022 (-4.03 pp).
- The fiscal Q4 2026 figure stands as the lowest quarterly Tax Rate since fiscal Q2 2025.
- On a year-over-year basis, Tax Rate increased in five of the last eight quarters, with an average year-over-year change of -0.15 percentage points.
- The strongest year-over-year quarter for Tax Rate in the past five years was fiscal Q4 2023, with a gain of 29.00 percentage points; the weakest was fiscal Q4 2024, with a drop of 15.72 percentage points.
- According to Business Quant data, Tax Rate for the three prior fiscal quarters was 17.78% (Q3 2026), 17.41% (Q2 2026) and 19.74% (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 136.14 Bn | 125.99 Bn | 2.64 Bn | 24.93% |
| 2 | Moodys | 87.37 Bn | 80.29 Bn | 1.50 Bn | 23.97% |
| 3 | Msci | 46.53 Bn | 45.01 Bn | 739.80 Mn | 17.97% |
| 4 | Verisk Analytics | 25.76 Bn | 20.40 Bn | 572.90 Mn | 24.65% |
| 5 | Equifax | 21.57 Bn | 20.84 Bn | 940.10 Mn | 28.10% |
| 6 | TransUnion | 15.42 Bn | 12.11 Bn | - | 23.21% |
| 7 | Factset Research Systems | 11.51 Bn | 10.36 Bn | 308.40 Mn | 16.10% |
| 8 | Morningstar | 9.02 Bn | 6.91 Bn | 431.40 Mn | 25.20% |
| 9 | Mastercard | 571.76 Bn | 531.85 Bn | - | 19.39% |
| 10 | Cme | 109.34 Bn | 97.67 Bn | - | 23.46% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 16.10% |
| May 31, 2026 | 17.78% |
| Feb 28, 2026 | 17.41% |
| Nov 30, 2025 | 19.74% |
| Aug 31, 2025 | 18.70% |
| May 31, 2025 | 17.45% |
| Feb 28, 2025 | 15.94% |
| Nov 30, 2024 | 16.53% |
| Aug 31, 2024 | 23.59% |
| May 31, 2024 | 17.00% |
| Feb 29, 2024 | 16.43% |
| Nov 30, 2023 | 15.21% |
| Aug 31, 2023 | 39.32% |
| May 31, 2023 | 16.87% |
| Feb 28, 2023 | 16.06% |
| Nov 30, 2022 | 13.36% |
| Aug 31, 2022 | 10.31% |
| May 31, 2022 | 12.16% |
| Feb 28, 2022 | 9.85% |
| Nov 30, 2021 | 10.26% |
API Access
Factset Research Systems Tax Rate 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=tax-rate&ticker=FDS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "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=tax-rate&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();