What to Expect From FactSet’s Q4 2026 Earnings Report

Norwalk, Connecticut-based FactSet Research Systems Inc. (FDS) is a global financial data, analytics and technology provider serving investment professionals. Its platform brings together market data, company and industry research, portfolio analytics, risk tools and workflow technology, helping clients across the investment lifecycle, from investment research and portfolio construction to trading, performance measurement and reporting. 

With a market cap of approximately $7.7 billion, the company supports research, trading, risk, and reporting through subscriptions, cloud platforms, data feeds, and APIs, serving institutions across global markets. The company is now approaching its fiscal 2026 four-quarter earnings release on Wednesday, Sept. 30, before market opens. 

Analysts expect diluted EPS of $4.32, reflecting a 6.7% increase from $4.05 a year ago. However, FDS’ earnings history is mixed, and the company has surpassed the earnings estimates in three of the past four quarters, missing on one occasion. 

The Street forecasts fiscal year 2026 diluted EPS at $17.77, a 4.7% year over year increase from $16.98 in the previous year. Estimates then step up to $19.84 for fiscal year 2027, implying a further 11.7% gain.

Turning to price action, FDS stock has fallen 3.8% over the past 52 weeks, while the S&P 500 Index ($SPX) surged 17.2% and the State Street Financial Select Sector SPDR ETF (XLF) surged 2.6%.

FactSet’s stock has struggled over the past year, as slowing organic growth and tighter client budgets have weighed on demand from asset managers and asset owners. At the same time, investors are questioning whether its traditional financial-data and terminal business can maintain its edge as AI reshapes how investment professionals consume data. Concerns over pricing power, fragmented data consumption, cautious spending and longer sales cycles have added to the pressure. 

Against this volatile backdrop, sentiment around FactSet remains cautious. The stock is carrying an overall rating of “Hold,” unchanged over the past three months. Of 19 analysts, four rate it “Strong Buy,” nine suggest “Hold,” one assigns “Moderate Sell,” and five maintain “Strong Sell.”

FDS stock’s mean price target of $278.70 implies potential upside of 2.1% from the current market prices.