FactSet Research Systems Stock Surges 9.6%, With A 5-Day Winning Spree
FactSet Research Systems (FDS) stock hit day 5 of a continuous streak of days with gains, with cumulative gains over this period amounting to a 9.6% return. The company has gained about $919 Mil in value over the last 5 days, with its current market capitalization at about $10 Bil. The stock remains 41.7% below its value at the end of 2024. This compares with year-to-date returns of 14.6% for the S&P 500.
FactSet’s recent ascent reflects growing conviction in its AI-enhanced offerings, like Pitch Creator already securing deals, driving robust organic ASV growth. This, coupled with an attractive valuation after prior declines and strong recurring revenue streams, fuels renewed investor optimism for its strategic product evolution.
What is the point? Momentum often precedes conviction. A multi-day win streak can signal growing investor confidence or spark follow-on buying. Tracking such trends can help you ride the strength, or prepare for a well-timed entry if momentum fades. Our take: There is not much to fear in FDS stock given its overall Strong operating performance and financial condition. Considering stock’s Moderate valuation, we think it is Attractive (see Buy or Sell FDS). Nevertheless, we know that clients love their favorite stocks, but single-stock risk can undo years of gains. Savvy financial advisors diversify intelligently – learn how our Boston-based wealth management partner can help.
For quick background, FDS provides integrated financial data, analytics, and workflow solutions for research, trading, and wealth management to portfolio managers, investment banks, asset managers, and corporate clients.
Comparing FDS Stock Returns With The S&P 500
The following table summarizes the return for FDS stock vs. the S&P 500 index over different periods, including the current streak:
| Return Period | FDS | S&P 500 |
|---|---|---|
| 1D | 2.2% | -1.7% |
| 5D (Current Streak) | 9.6% | 0.3% |
| 1M (21D) | -2.1% | 1.0% |
| 3M (63D) | -24.6% | 4.5% |
| YTD 2025 | -41.7% | 14.6% |
| 2024 | 1.6% | 23.3% |
| 2023 | 20.0% | 24.2% |
| 2022 | -16.7% | -19.4% |
Gains and Losses Streaks: S&P 500 Constituents
There are currently 62 S&P constituents with 3 days or more of consecutive gains and 40 constituents with 3 days or more of consecutive losses.
| Consecutive Days | # of Gainers | # of Losers |
|---|---|---|
| 3D | 27 | 28 |
| 4D | 8 | 12 |
| 5D | 15 | 0 |
| 6D | 6 | 0 |
| 7D or more | 6 | 0 |
| Total >=3 D | 62 | 40 |
Key Financials for FactSet Research Systems (FDS)
Last 2 Fiscal Years:
| Metric | FY2024 | FY2025 |
|---|---|---|
| Revenues | $2.2 Bil | $2.3 Bil |
| Operating Income | $701.3 Mil | $748.3 Mil |
| Net Income | $537.1 Mil | $597.0 Mil |
Last 2 Fiscal Quarters:
| Metric | 2025 FQ3 | 2025 FQ4 |
|---|---|---|
| Revenues | $585.5 Mil | $596.9 Mil |
| Operating Income | $194.2 Mil | $177.3 Mil |
| Net Income | $148.5 Mil | $153.6 Mil |
While FDS stock looks attractive given its winning streak, investing in a single stock without detailed, thorough analysis can be risky. The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.