FactSet Research stock (US3030751057): Shares drop 6.5% amid partnership news

FactSet Research shares fell 6.5% to $201.87 on May 13, 2026, after a year-to-date decline of 30.1%. The company announced a partnership with Valutico on May 12 to enhance private capital valuations.

FactSet Research Systems Inc. shares declined 6.5% to $201.87 on May 13, 2026, extending a year-to-date drop of 30.1%, according to GuruFocus as of 05/13/2026. This follows the company's announcement of a strategic partnership with Valutico on May 12, 2026, aimed at modernizing valuation workflows for private capital markets by integrating FactSet's portfolio data with Valutico's modeling tools, per ad-hoc-news.de as of 05/12/2026.

As of: 14.05.2026

By the editorial team – specialized in equity coverage.

At a glance

• Name: FactSet Research Systems Inc.
• Sector/industry: Business Services / Business Info Svc
• Headquarters/country: Norwalk, Connecticut, USA
• Core markets: Global investment community
• Key revenue drivers: Financial data, analytics platforms
• Home exchange/listing venue: NYSE (FDS)
• Trading currency: USD

FactSet Research: core business model

FactSet Research Systems Inc. operates as a global provider of integrated financial data and analytics to the investment community. Founded in 1978 and headquartered in Norwalk, Connecticut, the company offers a unified platform aggregating content from thousands of sources, including real-time and historical market data, company fundamentals, estimates, fixed-income information, and proprietary analytics for portfolio managers, research analysts, investment bankers, and risk officers, according to MarketBeat.

Core products include the FactSet Workstation for customizable screening, charting, portfolio analysis, and news; APIs and data feeds for integration into proprietary systems; and cloud-based solutions for thematic research and quantitative strategies. The company serves a highly sticky customer base with retention rates over 95%, generating robust free cash flow returned via share repurchases and dividends, as noted in investment analyses.

Main revenue and product drivers for FactSet Research

FactSet Research derives revenue primarily from subscriptions to its data and analytics platforms, with key drivers including expansion into fixed income, wealth management, and advanced portfolio analytics that surpass peers. The addressable market exceeds $20 billion annually, where FactSet captures a small but growing share through superior datasets and customer service, per Baron Capital Group holdings description.

Products like the Workstation and APIs support diverse workflows for institutional investors, while recent initiatives target private markets, as evidenced by the Valutico partnership streamlining valuations with integrated portfolio data and modeling tools.

Industry trends and competitive position

In the financial data services industry, demand for integrated analytics grows amid complex markets, positioning FactSet Research favorably with its comprehensive platform. The company's P/E ratio of 12.97 and dividend yield of 2.18% reflect current valuation metrics as of recent MarketBeat data for Q1 2026 reporting period.

Why FactSet Research matters for US investors

Listed on NYSE (FDS), FactSet Research provides critical tools to US-based portfolio managers and analysts, with significant exposure to the US economy through its Norwalk headquarters and client base in major financial centers. Its data supports decision-making in US equity and fixed-income markets.

Conclusion

FactSet Research recently announced a partnership with Valutico to advance private capital workflows, amid a 6.5% share price drop to $201.87 on May 13, 2026. The company's strong fundamentals in financial data provision continue to support its role in the investment community, with ongoing expansions into new markets. US investors track its NYSE-listed performance closely for analytics sector exposure.

Disclaimer: This article does not constitute investment advice. Stocks are volatile financial instruments.