FactSet (FDS): are the analysts right?

FactSet · Financials · ref. ETF XLF · 50 calls · price $258.3
What the company does: FactSet Research Systems Inc. est plateforme numérique financière fournissant données, produits et solutions analytiques aux investisseurs.
📈 1-year price
$258.3-41.9% over range
Jul 8, 25low $190.06 · high $449.98Jul 7, 26
📏 Click 2 points (left → right) to measure the change · click again to clear.
SellBuy
Hold
8% recommend buying · 12 analysts
⚠️ The stock trades above the median target: it has beaten expectations. The “Hold” reflects conviction on the company, but the remaining quantified upside is low/negative.

🎯 Analyst price target on FDS

High target · 1 analyst$340+31.6%
Median target · 12 analysts$240-7.1%
Low target · 3 analysts$210-18.7%
Current price$258.3

🗳️ The analyst consensus

Analyst breakdown · 12 (6 months)
Strong Buy0%
Buy8%
Hold50%
Sell42%
Strong Sell0%

💰 FactSet dividend

1.82%annual yield
📈 Steady dividend — 20 yrs of consecutive dividend increases
That's ~$4.46 per share per year.

✅ Historical analyst reliability on FDS

Most reliable analysts on FDS (% profitable · 365j · ≥2 calls)
Wells Fargo ↗ 100% +52.2% 2
Morgan Stanley ↗ 100% +51.2% 2

📊 What $1,000 invested in FactSet would be worth

In short — $1,000 invested in FactSet 10 years ago would be worth $1,415 today, i.e. +4%/yr on average. Best year: 2021 (+46%), worst: 2025 (-40%). Price performance, excluding dividends.

If I'd invested $1,000 in FactSet

InvestmentWorth todayGain
1 years ago$479-52%
3 years ago$573-43%
5 years ago$692-31%
10 years ago$1,415+42%
since inception (1996)$51,769+5077%

Return by year (FactSet)

YearReturn$1,000 invested at year start
2026 (YTD)-21%$793 (-21%)
2025-40%$479 (-52%)
2024+1%$482 (-52%)
2023+19%$573 (-43%)
2022-17%$473 (-53%)
2021+46%$692 (-31%)
2020+24%$858 (-14%)
2019+34%$1,150 (+15%)
2018+4%$1,194 (+19%)
2017+18%$1,408 (+41%)
2016+1%$1,415 (+42%)
⚠️ Past performance, not predictive nor advice. Prices in $, excluding dividends. Yahoo Finance data.

🔎 Detailed analyses

👥 Analysts & forecasts📊 Returns & performance💰 Dividend
📈 Fundamentals, technical momentum and live news will show here on the final site (loaded live from the same origin as the API).

📋 All analyst calls on FDS

Barclays ↗
Jul 6, 26
▼ Underweight · 🎯$216
Price at call : $252.2 — upside -14%
Today : $258.3 — upside -16%
🎯 on FDS : no call matured yet · 📊 on Finance : 50.4% · +0.5% (922 calls)
in progress (365j)
matures : Jul 6, 27
Jefferies ↗
Jul 2, 26
■ Hold neutral · not a buy · 🎯$253
Price at call : $252.2 — gap to target +0%
Today : $258.3 — gap to target -2%
🎯 on FDS : no call matured yet · 📊 on Finance : 49.2% · +0.5% (313 calls)
in progress (365j)
matures : Jul 2, 27
B of A Securities ↗
Jul 2, 26
▼ Underperform · 🎯$210
Price at call : $252.2 — upside -17%
Today : $258.3 — upside -19%
🎯 on FDS : no call matured yet · 📊 on Finance : 50.7% · +2.8% (426 calls)
in progress (365j)
matures : Jul 2, 27
Deutsche Bank ↗
Jul 2, 26
■ Hold neutral · not a buy · 🎯$280
Price at call : $252.2 — gap to target +11%
Today : $258.3 — gap to target +8%
🎯 on FDS : no call matured yet · 📊 on Finance : 42.3% · +1.1% (608 calls)
in progress (365j)
matures : Jul 2, 27
RBC Capital ↗
Jul 2, 26
■ Sector Perform neutral · not a buy · 🎯$240
Price at call : $250.09 — gap to target -4%
Today : $258.3 — gap to target -7%
🎯 on FDS : no call matured yet · 📊 on Finance : 44.7% · -1.3% (461 calls)
in progress (365j)
matures : Jul 2, 27
UBS ↗
Jul 2, 26
▲ Buy · 🎯$340
Price at call : $250.09 — upside +36%
Today : $258.3 — upside +32%
🎯 on FDS : no call matured yet · 📊 on Finance : 48.4% · +2.8% (457 calls)
in progress (365j)
matures : Jul 2, 27
Wolfe Research ↗
Jul 2, 26
▼ Underperform · 🎯$240
Price at call : $250.09 — upside -4%
Today : $258.3 — upside -7%
🎯 on FDS : no call matured yet · 📊 on Finance : 53.6% · +7.2% (56 calls)
in progress (365j)
matures : Jul 2, 27
Evercore ISI Group ↗
Jul 2, 26
■ In-Line neutral · not a buy · 🎯$275
Price at call : $250.09 — gap to target +10%
Today : $258.3 — gap to target +6%
🎯 on FDS : no call matured yet · 📊 on Finance : 55.8% · +1.3% (215 calls)
in progress (365j)
matures : Jul 2, 27
BMO Capital ↗
Jul 2, 26
■ Market Perform neutral · not a buy · 🎯$275
Price at call : $250.09 — gap to target +10%
Today : $258.3 — gap to target +6%
🎯 on FDS : no call matured yet · 📊 on Finance : 51.2% · +3.1% (250 calls)
in progress (365j)
matures : Jul 2, 27
Morgan Stanley ↗
Jul 2, 26
■ Equal-Weight neutral · not a buy · 🎯$230
Price at call : $250.09 — gap to target -8%
Today : $258.3 — gap to target -11%
🎯 on FDS : 100% (2 calls matureds) · 📊 on Finance : 53.9% · +2.2% (1056 calls)
in progress (365j)
matures : Jul 2, 27
Wells Fargo ↗
Jul 2, 26
▼ Underweight · 🎯$210
Price at call : $250.09 — upside -16%
Today : $258.3 — upside -19%
🎯 on FDS : 100% (2 calls matureds) · 📊 on Finance : 48.1% · +0.3% (646 calls)
in progress (365j)
matures : Jul 2, 27
RBC Capital ↗
May 27, 26
■ Sector Perform neutral · not a buy · 🎯$240
Price at call : $238.9 — gap to target +0%
Today : $258.3 — gap to target -7%
🎯 on FDS : no call matured yet · 📊 on Finance : 44.7% · -1.3% (461 calls)
in progress (365j)
matures : May 27, 27
Goldman Sachs ↗
Apr 1, 26
▼ Sell · 🎯$217
Price at call : $227.68 — upside -5%
Today : $258.3 — upside -16%
🎯 on FDS : no call matured yet · 📊 on Finance : 53.6% · +1.9% (386 calls)
in progress (365j)
matures : Apr 1, 27
Wells Fargo ↗
Apr 1, 26
▼ Underweight · 🎯$200
Price at call : $227.68 — upside -12%
Today : $258.3 — upside -23%
🎯 on FDS : 100% (2 calls matureds) · 📊 on Finance : 48.1% · +0.3% (646 calls)
in progress (365j)
matures : Apr 1, 27
UBS ↗
Apr 1, 26
▲ Buy · 🎯$380
Price at call : $227.68 — upside +67%
Today : $258.3 — upside +47%
🎯 on FDS : no call matured yet · 📊 on Finance : 48.4% · +2.8% (457 calls)
in progress (365j)
matures : Apr 1, 27
RBC Capital ↗
Mar 18, 26
■ Sector Perform neutral · not a buy · 🎯$243
Price at call : $208.84 — gap to target +16%
Today : $258.3 — gap to target -6%
🎯 on FDS : no call matured yet · 📊 on Finance : 44.7% · -1.3% (461 calls)
in progress (365j)
matures : Mar 18, 27
Barclays ↗
Feb 23, 26
▼ Underweight · 🎯$210
Price at call : $201.49 — upside +4%
Today : $258.3 — upside -19%
🎯 on FDS : no call matured yet · 📊 on Finance : 50.4% · +0.5% (922 calls)
in progress (365j)
matures : Feb 23, 27
Wells Fargo ↗
Feb 17, 26
▼ Underweight · 🎯$195
Price at call : $190.06 — upside +3%
Today : $258.3 — upside -25%
🎯 on FDS : 100% (2 calls matureds) · 📊 on Finance : 48.1% · +0.3% (646 calls)
in progress (365j)
matures : Feb 17, 27
Wells Fargo ↗
Feb 4, 26
▼ Underweight · 🎯$215
Price at call : $209.18 — upside +3%
Today : $258.3 — upside -17%
🎯 on FDS : 100% (2 calls matureds) · 📊 on Finance : 48.1% · +0.3% (646 calls)
in progress (365j)
matures : Feb 4, 27
Wells Fargo ↗
Jan 14, 26
▼ Underweight · 🎯$265
Price at call : $289.68 — upside -9%
Today : $258.3 — upside +3%
🎯 on FDS : 100% (2 calls matureds) · 📊 on Finance : 48.1% · +0.3% (646 calls)
in progress (365j)
matures : Jan 14, 27
Evercore ISI Group ↗
Jan 8, 26
■ In-Line neutral · not a buy · 🎯$321
Price at call : $294.17 — gap to target +9%
Today : $258.3 — gap to target +24%
🎯 on FDS : no call matured yet · 📊 on Finance : 55.8% · +1.3% (215 calls)
in progress (365j)
matures : Jan 8, 27
BMO Capital ↗
Dec 22, 25
■ Market Perform neutral · not a buy · 🎯$305
Price at call : $290.88 — gap to target +5%
Today : $258.3 — gap to target +18%
🎯 on FDS : no call matured yet · 📊 on Finance : 51.2% · +3.1% (250 calls)
in progress (365j)
matures : Dec 22, 26
Goldman Sachs ↗
Dec 19, 25
▼ Sell · 🎯$253
Price at call : $290.94 — upside -13%
Today : $258.3 — upside -2%
🎯 on FDS : no call matured yet · 📊 on Finance : 53.6% · +1.9% (386 calls)
in progress (365j)
matures : Dec 19, 26
RBC Capital ↗
Dec 19, 25
■ Sector Perform neutral · not a buy · 🎯$320
Price at call : $290.94 — gap to target +10%
Today : $258.3 — gap to target +24%
🎯 on FDS : no call matured yet · 📊 on Finance : 44.7% · -1.3% (461 calls)
in progress (365j)
matures : Dec 19, 26
Stifel ↗
Dec 19, 25
■ Hold neutral · not a buy · 🎯$295
Price at call : $290.94 — gap to target +1%
Today : $258.3 — gap to target +14%
🎯 on FDS : no call matured yet · 📊 on Finance : 57.6% · +6.0% (59 calls)
in progress (365j)
matures : Dec 19, 26
Morgan Stanley ↗
Dec 17, 25
■ Equal-Weight neutral · not a buy · 🎯$307
Price at call : $296.13 — gap to target +4%
Today : $258.3 — gap to target +19%
🎯 on FDS : 100% (2 calls matureds) · 📊 on Finance : 53.9% · +2.2% (1056 calls)
in progress (365j)
matures : Dec 17, 26
Wells Fargo ↗
Dec 5, 25
▼ Underweight · 🎯$260
Price at call : $286.89 — upside -9%
Today : $258.3 — upside +1%
🎯 on FDS : 100% (2 calls matureds) · 📊 on Finance : 48.1% · +0.3% (646 calls)
in progress (365j)
matures : Dec 5, 26
UBS ↗
Sep 22, 25
▲ Buy · 🎯$425
Price at call : $295.63 — upside +44%
Today : $258.3 — upside +65%
🎯 on FDS : no call matured yet · 📊 on Finance : 48.4% · +2.8% (457 calls)
in progress (365j)
matures : Sep 22, 26
BMO Capital ↗
Sep 19, 25
■ Market Perform neutral · not a buy · 🎯$324
Price at call : $295.63 — gap to target +10%
Today : $258.3 — gap to target +25%
🎯 on FDS : no call matured yet · 📊 on Finance : 51.2% · +3.1% (250 calls)
in progress (365j)
matures : Sep 19, 26
Morgan Stanley ↗
Sep 19, 25
▼ Underweight · 🎯$293
Price at call : $295.63 — upside -1%
Today : $258.3 — upside +13%
🎯 on FDS : 100% (2 calls matureds) · 📊 on Finance : 53.9% · +2.2% (1056 calls)
in progress (365j)
matures : Sep 19, 26
Evercore ISI Group ↗
Sep 19, 25
■ In-Line neutral · not a buy · 🎯$328
Price at call : $295.63 — gap to target +11%
Today : $258.3 — gap to target +27%
🎯 on FDS : no call matured yet · 📊 on Finance : 55.8% · +1.3% (215 calls)
in progress (365j)
matures : Sep 19, 26
Stifel ↗
Sep 19, 25
■ Hold neutral · not a buy · 🎯$372
Price at call : $295.63 — gap to target +26%
Today : $258.3 — gap to target +44%
🎯 on FDS : no call matured yet · 📊 on Finance : 57.6% · +6.0% (59 calls)
in progress (365j)
matures : Sep 19, 26
Barclays ↗
Sep 19, 25
▼ Underweight · 🎯$300
Price at call : $289.15 — upside +4%
Today : $258.3 — upside +16%
🎯 on FDS : no call matured yet · 📊 on Finance : 50.4% · +0.5% (922 calls)
in progress (365j)
matures : Sep 19, 26
Wells Fargo ↗
Sep 19, 25
▼ Underweight · 🎯$296
Price at call : $289.15 — upside +2%
Today : $258.3 — upside +15%
🎯 on FDS : 100% (2 calls matureds) · 📊 on Finance : 48.1% · +0.3% (646 calls)
in progress (365j)
matures : Sep 19, 26
Rothschild & Co
Sep 12, 25
■ Neutral neutral · not a buy · 🎯$370
Price at call : $361.84 — gap to target +2%
Today : $258.3 — gap to target +43%
🎯 on FDS : no call matured yet · 📊 unranked overall
in progress (365j)
matures : Sep 12, 26
Evercore ISI Group ↗
Sep 10, 25
■ In-Line neutral · not a buy · 🎯$394
Price at call : $361.76 — gap to target +9%
Today : $258.3 — gap to target +53%
🎯 on FDS : no call matured yet · 📊 on Finance : 55.8% · +1.3% (215 calls)
in progress (365j)
matures : Sep 10, 26
Wells Fargo ↗
Sep 5, 25
▼ Underweight · 🎯$355
Price at call : $371.01 — upside -4%
Today : $258.3 — upside +37%
🎯 on FDS : 100% (2 calls matureds) · 📊 on Finance : 48.1% · +0.3% (646 calls)
in progress (365j)
matures : Sep 5, 26
Raymond James ↗
Jun 26, 25
■ Market Perform neutral · not a buy
🎯 on FDS : no call matured yet · 📊 on Finance : 52.4% · +0.4% (460 calls)
in progress (365j)
matures : Jun 26, 26
BMO Capital ↗
Jun 24, 25
■ Market Perform neutral · not a buy · 🎯$452
Price at call : $439.87 — gap to target +3%
Today : $258.3 — gap to target +75%
🎯 on FDS : no call matured yet · 📊 on Finance : 51.2% · +3.1% (250 calls)
in progress (365j)
matures : Jun 24, 26
RBC Capital ↗
Jun 24, 25
■ Sector Perform neutral · not a buy · 🎯$503
Price at call : $439.87 — gap to target +14%
Today : $258.3 — gap to target +95%
🎯 on FDS : no call matured yet · 📊 on Finance : 44.7% · -1.3% (461 calls)
in progress (365j)
matures : Jun 24, 26
Wells Fargo ↗
Jun 24, 25
▼ Underweight · 🎯$405
Price at call : $439.87 — upside -8%
Today : $258.3 — upside +57%
Expected -8% · Actual -53% · Reason (≤ −15%) : ✓ Yes
🎯 on FDS : 100% (2 calls matureds) · 📊 on Finance : 48.1% · +0.3% (646 calls)
+52.5%
stock -53% · XLF +4%
Morgan Stanley ↗
Jun 24, 25
▼ Underweight · 🎯$393
Price at call : $437.6 — upside -10%
Today : $258.3 — upside +52%
Expected -10% · Actual -51% · Reason (≤ −15%) : ✓ Yes
🎯 on FDS : 100% (2 calls matureds) · 📊 on Finance : 53.9% · +2.2% (1056 calls)
+50.5%
stock -51% · XLF +4%
Evercore ISI Group ↗
Jun 16, 25
■ In-Line neutral · not a buy · 🎯$448
Price at call : $423.7 — gap to target +6%
Today : $258.3 — gap to target +73%
🎯 on FDS : no call matured yet · 📊 on Finance : 55.8% · +1.3% (215 calls)
in progress (365j)
matures : Jun 16, 26
RBC Capital ↗
Jun 3, 25
■ Sector Perform neutral · not a buy · 🎯$503
Price at call : $433.79 — gap to target +16%
Today : $258.3 — gap to target +95%
🎯 on FDS : no call matured yet · 📊 on Finance : 44.7% · -1.3% (461 calls)
in progress (365j)
matures : Jun 3, 26
BMO Capital ↗
Mar 24, 25
■ Market Perform neutral · not a buy · 🎯$466
Price at call : $432.11 — gap to target +8%
Today : $258.3 — gap to target +80%
🎯 on FDS : no call matured yet · 📊 on Finance : 51.2% · +3.1% (250 calls)
in progress (365j)
matures : Mar 24, 26
UBS ↗
Mar 21, 25
■ Neutral neutral · not a buy · 🎯$480
Price at call : $432.11 — gap to target +11%
Today : $258.3 — gap to target +86%
🎯 on FDS : no call matured yet · 📊 on Finance : 48.4% · +2.8% (457 calls)
in progress (365j)
matures : Mar 21, 26
Wells Fargo ↗
Mar 21, 25
▼ Underweight · 🎯$402
Price at call : $432.86 — upside -7%
Today : $258.3 — upside +56%
Expected -7% · Actual -52% · Reason (≤ −15%) : ✓ Yes
🎯 on FDS : 100% (2 calls matureds) · 📊 on Finance : 48.1% · +0.3% (646 calls)
+51.8%
stock -52% · XLF -0%
Morgan Stanley ↗
Mar 21, 25
▼ Underweight · 🎯$390
Price at call : $432.86 — upside -10%
Today : $258.3 — upside +51%
Expected -10% · Actual -52% · Reason (≤ −15%) : ✓ Yes
🎯 on FDS : 100% (2 calls matureds) · 📊 on Finance : 53.9% · +2.2% (1056 calls)
+51.8%
stock -52% · XLF -0%
RBC Capital ↗
Mar 10, 25
■ Sector Perform neutral · not a buy · 🎯$503
Price at call : $431.17 — gap to target +17%
Today : $258.3 — gap to target +95%
🎯 on FDS : no call matured yet · 📊 on Finance : 44.7% · -1.3% (461 calls)
in progress (365j)
matures : Mar 10, 26
Wells Fargo ↗
Mar 7, 25
■ Equal-Weight neutral · not a buy · 🎯$450
Price at call : $442.91 — gap to target +2%
Today : $258.3 — gap to target +74%
🎯 on FDS : 100% (2 calls matureds) · 📊 on Finance : 48.1% · +0.3% (646 calls)
in progress (365j)
matures : Mar 7, 26
JPI AI Analyst AI assistant · JPI Invest
Answers based on the tool’s data · not financial advice · full version (free)