Factset Research Systems (FDS) Tax Rate (2009 - 2026)
Factset Research Systems posted quarterly Tax Rate of 17.41% for Q1 2026, up 148.0% year-on-year from 7.02% in Q1 2025, and down 11.8% on a QoQ basis from 19.74% in Q4 2025.
Factset Research Systems (FDS) has 18 years of Tax Rate data on file, last reported 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.
- Across five years, Tax Rate topped out at 39.32% in Q3 2023 and bottomed at 9.85% in Q1 2022.
- The 5-year median for Tax Rate is 16.53% (2024), against an average of 17.41%.
- The widest annual swing landed in 2023, when Tax Rate soared 2900 bps; it then plunged 1572 bps in 2024.
- A 5-year view of Tax Rate shows it stood at 13.36% in 2022, then climbed by 14 bps to 15.21% in 2023, then increased by 9 bps to 16.53% in 2024, then grew by 19 bps to 19.74% in 2025, then dropped 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 | 126.06 Bn | 129.16 Bn | 2.94 Bn | 21.17 |
| 2 | Cme | 98.29 Bn | 98.29 Bn | 1.83 Bn | 23.60 |
| 3 | Intercontinental Exchange | 83.83 Bn | 82.37 Bn | - | 24.51 |
| 4 | Moodys | 80.13 Bn | 78.77 Bn | 1.55 Bn | 24.02 |
| 5 | Nasdaq | 52.44 Bn | 51.76 Bn | 1.41 Bn | 23.34 |
| 6 | Coinbase Global | 50.05 Bn | 49.52 Bn | 1.33 Bn | 15.19 |
| 7 | Msci | 46.28 Bn | 45.89 Bn | 765.10 Mn | -4.32 |
| 8 | Cboe Global Markets | 34.92 Bn | 32.75 Bn | 728.90 Mn | 25.18 |
| 9 | TransUnion | 13.79 Bn | 13.22 Bn | 726.20 Mn | 6.45 |
| 10 | Factset Research Systems | 9.06 Bn | 8.78 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 |
| Aug 31, 2023 | 39.32 |
| Aug 31, 2023 | 39.32 |
| May 31, 2023 | 16.87 |
| May 31, 2023 | 16.87 |
| Feb 28, 2023 | 16.06 |
| Feb 28, 2023 | 16.06 |
| Nov 30, 2022 | 13.36 |
| Nov 30, 2022 | 13.36 |
| Aug 31, 2022 | 10.31 |
| Aug 31, 2022 | 10.31 |
| May 31, 2022 | 12.16 |
| May 31, 2022 | 12.16 |
| Feb 28, 2022 | 9.85 |
| Feb 28, 2022 | 9.85 |
| Nov 30, 2021 | 10.24 |
| Nov 30, 2021 | 10.24 |
| Aug 31, 2021 | 14.71 |
| Aug 31, 2021 | 14.71 |
| May 31, 2021 | 11.90 |
| May 31, 2021 | 11.90 |
| Feb 28, 2021 | 15.70 |
| Feb 28, 2021 | 15.70 |
| Nov 30, 2020 | 15.80 |
| Nov 30, 2020 | 15.80 |
| Aug 31, 2020 | 7.38 |
| Aug 31, 2020 | 7.38 |
| May 31, 2020 | 15.04 |
| May 31, 2020 | 15.04 |
| Feb 29, 2020 | 13.99 |
| Feb 29, 2020 | 13.99 |
| Nov 30, 2019 | 13.60 |
| Nov 30, 2019 | 13.60 |
| Aug 31, 2019 | 15.49 |
| Aug 31, 2019 | 15.49 |
| May 31, 2019 | 18.61 |
| May 31, 2019 | 18.61 |
| Feb 28, 2019 | 18.83 |
| Feb 28, 2019 | 18.83 |
| Nov 30, 2018 | 12.14 |
| Nov 30, 2018 | 12.14 |
| Aug 31, 2018 | 18.00 |
| Aug 31, 2018 | 18.00 |
| May 31, 2018 | 16.50 |
| May 31, 2018 | 16.50 |
| Feb 28, 2018 | 42.38 |
| Feb 28, 2018 | 42.38 |
| Nov 30, 2017 | 18.33 |
| Nov 30, 2017 | 18.33 |
| Aug 31, 2017 | 25.35 |
| Aug 31, 2017 | 25.35 |
| May 31, 2017 | 23.25 |
| May 31, 2017 | 23.25 |
| Feb 28, 2017 | 25.46 |
| Feb 28, 2017 | 25.46 |
| Nov 30, 2016 | 25.87 |
| Nov 30, 2016 | 25.87 |
| Aug 31, 2016 | 25.51 |
| Aug 31, 2016 | 25.51 |
| May 31, 2016 | 24.84 |
| May 31, 2016 | 24.84 |
| Feb 29, 2016 | 20.20 |
| Feb 29, 2016 | 20.20 |
| Nov 30, 2015 | 31.39 |
| Nov 30, 2015 | 31.39 |
| Aug 31, 2015 | 27.73 |
| Aug 31, 2015 | 27.73 |
| May 31, 2015 | 28.46 |
| May 31, 2015 | 28.46 |
| Feb 28, 2015 | 24.12 |
| Feb 28, 2015 | 24.12 |
| Nov 30, 2014 | 30.77 |
| Nov 30, 2014 | 30.77 |
| Aug 31, 2014 | 5.47 |
| Aug 31, 2014 | 5.47 |
| May 31, 2014 | 37.05 |
| May 31, 2014 | 37.05 |
| Feb 28, 2014 | 36.80 |
| Feb 28, 2014 | 36.80 |
| Nov 30, 2013 | 32.61 |
| Nov 30, 2013 | 32.61 |
| Aug 31, 2013 | 9.41 |
| Aug 31, 2013 | 9.41 |
| May 31, 2013 | 21.93 |
| May 31, 2013 | 21.93 |
| Feb 28, 2013 | 21.20 |
| Feb 28, 2013 | 21.20 |
| Nov 30, 2012 | 31.67 |
| Nov 30, 2012 | 31.67 |
| Aug 31, 2012 | 86.21 |
| Aug 31, 2012 | 86.21 |
| May 31, 2012 | 30.44 |
| May 31, 2012 | 30.44 |
| Feb 29, 2012 | 30.86 |
| Feb 29, 2012 | 30.86 |
| Nov 30, 2011 | 32.05 |
| Nov 30, 2011 | 32.05 |
| Aug 31, 2011 | 45.03 |
| Aug 31, 2011 | 45.03 |
| May 31, 2011 | 30.14 |
| May 31, 2011 | 30.14 |
| Feb 28, 2011 | 22.28 |
| Feb 28, 2011 | 22.28 |
| Nov 30, 2010 | 30.15 |
| Nov 30, 2010 | 30.15 |
| Aug 31, 2010 | 31.67 |
| Aug 31, 2010 | 31.67 |
| May 31, 2010 | 30.68 |
| May 31, 2010 | 30.68 |
| Feb 28, 2010 | 33.88 |
| Feb 28, 2010 | 33.88 |
| Nov 30, 2009 | 33.42 |
| Nov 30, 2009 | 33.42 |