§ FINANCIAL SERVICES
NEW YORK STOCK EXCHANGE, INC. · USD · Financial Services

FDS

Factset Research Systems Inc
NEW YORK STOCK EXCHANGE, INC. · USDSector · Financial ServicesMarket cap · $8446.77TBeta · 0.70
LAST · MARKET CLOSE
231.08
+6.07 ▲ 2.70%PREV CLOSE · $225.01
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 226.11HIGH 234.13LOW 225.63VOL 0AVG VOL 52W 185.00 — 474.79
EVENTS
§ 02 · AC TAKE
Where we stand
HOLDAWAITING UPDATE

FDS reference view — institutional positioning, fundamentals and flow.

AC intelligence is being prepared for this ticker. Review the signal stack, ownership mix and insider tape below for the data behind our read.

CONVICTION
50/100
TIME HORIZON
6M
Read the full note →

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
781 increased/new, 478 decreased/exited (13F)
AC 13F Analysis
INSIDER
No recent filings
SHORT INT
FINRA · bi-monthly
OPTIONS SKEW
CBOE · 30d
ANALYST
Street consensus
CROWDING
Ownership percentile

§ 04 · FUNDAMENTALS · THE BOOKS

P/E14.4P/S
EV/EBITDAP/B6.46
Revenue (TTM)Rev YoY
Gross marginOp margin
Net incomeFCF
CashDebt
Dividend2.22%Buybacks 1Y
AC INTELLIGENCE

Fundamentals snapshot for FDS. Valuation multiples, margins, and balance-sheet position across two key/value columns. AC commentary expands as the narrative for this ticker is published.

§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO13.9M0.4%
Vanguard Group4.1M0.0%−11%
BAMCO INC /NY/2.9M2.3%+59%
State Street1.9M0.0%
LOOMIS SAYLES & CO L P1.3M0.5%
BlackRock, Inc.1.3M0.0%
AC INTELLIGENCE

Top institutional owners for FDS as of the most recent 13F window (Dec 2025). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

INCOME / DEFENSIVE39.4% · 24 holders
PASSIVE / INDEX28.9% · 11 holders
OTHER28.4% · 661 holders
QUALITY / COMPOUNDER20.6% · 32 holders
DEALER / BANK14.5% · 34 holders
TACTICAL / MACRO3.2% · 5 holders
SYSTEMATIC / QUANT2.8% · 10 holders
ACTIVIST0.0% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

NO INSIDER FILINGS
AC INTELLIGENCE

No Form 4 filings on record for FDS in the last 180 days.

§ 08 · COVERAGE · OUR RECENT NOTES

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