FactSet Research Systems Inc.
Financial ServicesNYSE:FDS · New York Stock Exchange
+$4.52 today
Vol 0.43M · Avg 0.94M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
27.3%
avg 41.4%
ROIC
16.2%
avg 22.1%
ROA
13.9%
avg 19.1%
Analysis
ROE is currently the strongest return metric at 27.3% versus its period average of 41.4%. 3 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Sanoke Viswanathan | Chief Executive Officer & Director | $1.58M | — | 51 | $58,332.00 | 0.16% |
Goran Skoko | Executive Vice President, Chief Revenue Officer and MD of EMEA & Asia Pacific | $1.44M | — | 65 | $9,191.55 | 0.03% |
Katherine Stepp | Chief AI Officer | $1.24M | — | 40 | $6,969.00 | 0.02% |
Joshua Warren | Chief Financial Officer | $1.12M | — | 46 | $8,567.00 | 0.02% |
Christopher McLoughlin | Executive Vice President, Chief Legal Officer & Corporate Secretary | $1.08M | — | — | $2,714.62 | <0.01% |
Catrina Harding | Executive Vice President & Chief People Officer | $1.07M | — | 53 | $5,973.00 | 0.02% |
Robert J. Robie | Executive Vice President & Head of Institutional Buyside | $967,389.00 | — | 48 | $8,296.00 | 0.02% |
Vinay Kapoor | Senior Vice President and Global Chief Diversity, Equity & Inclusion Officer | — | — | — | — | — |
Kristina W. Karnovsky | Executive Vice President and Head of the Dealmakers & Wealth | — | — | 47 | $8,296.00 | 0.02% |
Brian G. Daly | Senior Vice President of Finance | — | — | 55 | — | — |
Christopher Ellis | Executive Vice President and Head of Strategic Initiatives & Partnership | — | — | 53 | $2,714.62 | <0.01% |
Gregory T. Moskoff | MD, Controller & Chief Accounting Officer | — | — | 55 | $182.78 | <0.01% |
John Costigan | Executive Vice President & Chief Data Officer | — | — | 57 | $6,969.00 | 0.02% |
Kevin J. Toomey Jr. | Head of Investor Relations | — | — | — | $8,296.00 | 0.02% |
Robert Stolte | Chief Technology Officer | — | — | — | $8,296.00 | 0.02% |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
4
$328,393.33
Sells
19
$8.68M
Net Sentiment
$8.36M
Net selling
Most Active
Moskoff Gregory T
5 transactions
1–10 of 23
Analysis
Insiders reported 4 buys worth $328,393.33 and 19 sells worth $8.68M over the last 12 months. That adds up to net selling of $8.36M. Moskoff Gregory T was the most active insider with 5 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +11.5% | +10.6% (15yr)6 analysts |
| Revenue | N/A | N/A | +7.7% | +7.7% (15yr)6 analysts |
| Net Income | N/A | N/A | +8.5% | +9.9% (15yr)6 analysts |
| EBIT | N/A | N/A | +6.7% | +9.0% (15yr)6 analysts |
Analysis
Recent growth has been strongest in EPS at +11.5% over three years. Forward estimates point to EPS at +10.6% (15yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages FDS?
FactSet Research Systems Inc. (FDS) lists 15 active executives. The top listed executive is Joshua Warren, Chief Financial Officer.
Are FDS insiders buying or selling?
Recent insider activity shows net buying of $98.79M.
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