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

Factset Research Systems (FDS) reported Tax Rate of 17.41% for Q1 2026, up 148.0% on a YoY basis from 7.02% in Q1 2025, and down 11.8% quarter-over-quarter from 19.74% in Q4 2025.

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

Factset Research Systems has reported Tax Rate for 18 years, with the latest figure at 17.41% in Q1 2026.

  • For the quarter ending Q1 2026, Tax Rate rose 148.0% year-over-year to 17.41%; the trailing twelve-month figure through Feb 2026 stood at 18.38% (up 61.0% YoY), and the FY2025 full-year result was 17.19%, down 37.0% from the prior year.
  • Tax Rate for Q1 2026 stood at 17.41%, down from 19.74% in the prior quarter.
  • The five-year high for Tax Rate was 39.32% in Q3 2023, with the low at 9.85% in Q1 2022.
  • Historically, Tax Rate has averaged 17.41% across 5 years, with a median of 16.53% in 2024.
  • Annual changes were most pronounced in 2023 — Tax Rate soared 2900 bps — and 2024, when it slumped 1572 bps.
  • Factset Research Systems' Tax Rate 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 slipped by 12 bps to 17.41% in 2026.
  • The last three Tax Rate figures came in at 17.41% (Q1 2026), 19.74% (Q4 2025), and 18.7% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 S&P Global 122.27 Bn 125.38 Bn 2.94 Bn 21.17
2 Cme 88.49 Bn 88.49 Bn 1.83 Bn 23.60
3 Moodys 79.74 Bn 78.38 Bn 1.55 Bn 24.02
4 Intercontinental Exchange 76.18 Bn 74.71 Bn - 24.51
5 Nasdaq 46.59 Bn 45.91 Bn 1.41 Bn 23.34
6 Coinbase Global 43.23 Bn 42.70 Bn 1.33 Bn 15.19
7 Msci 42.63 Bn 42.25 Bn 765.10 Mn -4.32
8 Cboe Global Markets 26.37 Bn 24.20 Bn 728.90 Mn 25.18
9 TransUnion 12.50 Bn 11.93 Bn 726.20 Mn 6.45
10 Factset Research Systems 8.21 Bn 7.92 Bn 314.28 Mn 17.41

Historic Data

Download Data
DateValue
Feb 28, 2026 17.41%
Feb 28, 2026 17.41%
Nov 30, 2025 19.74%
Nov 30, 2025 19.74%
Aug 31, 2025 18.70%
Aug 31, 2025 18.70%
May 31, 2025 17.45%
May 31, 2025 17.45%
Feb 28, 2025 15.94%
Feb 28, 2025 15.94%
Nov 30, 2024 16.53%
Nov 30, 2024 16.53%
Aug 31, 2024 23.59%
Aug 31, 2024 23.59%
May 31, 2024 17.00%
May 31, 2024 17.00%
Feb 29, 2024 16.43%
Feb 29, 2024 16.43%
Nov 30, 2023 15.21%
Nov 30, 2023 15.21%