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| Date | Value |
|---|---|
| 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% |