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$ 7.68MInvestments
VS
Market
49
Sector
6
Industry
25
History
-
$ 275.01Close
$ 275.01 - $ 495.72 52-Week Range
Ticker Information

Ticker

FDS

Company Name

FACTSET RESEARCH SYSTEMS INC

Sector

Financial Services

Industry

Financial Data & Stock Exchanges

Exchange

NYSE

FACTSET RESEARCH SYSTEMS INC - Investments Chart Analysis (TTM)

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FDS - Investments Historical data
DateInvestments
6/30/2025$ 7.68M
3/31/2025$ 8.47M
12/31/2024$ 69.62M
9/30/2024$ 69.62M
6/30/2024$ 68.89M
3/31/2024$ 68.52M
12/31/2023$ 32.07M
9/30/2023$ 32.21M
6/30/2023$ 32.15M
3/31/2023$ 32.02M
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Key Performance Insights, Last 5 Years

  • FACTSET RESEARCH SYSTEMS INC's latest trailing twelve months (TTM) Investments stands at $ 19.57M.
  • Over the past 5 years, FACTSET RESEARCH SYSTEMS INC's average Investments has been $ 35.02M.
  • The median Investments for FACTSET RESEARCH SYSTEMS INC during this period was $ 32.39M
  • FACTSET RESEARCH SYSTEMS INC reached its highest Investments over the past 5 years at $ 69.62M.
  • The lowest Investments recorded by FACTSET RESEARCH SYSTEMS INC in the same timeframe $ 7.68M

FACTSET RESEARCH SYSTEMS INC's Investments vs. competitors

We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue

Investments Benchmarks
CompanyInvestments
MORN : MORNINGSTAR INC $ 115.3MDNB : DUN & BRADSTREET HOLDINGS INC $ 0HLI : HOULIHAN LOKEY INC $ 72.88MEWBC : EAST WEST BANCORP INC $ 70.99BRYAN : RYAN SPECIALTY HOLDINGS INC $ 96.01MARCC : ARES CAPITAL CORP $ 27.89BCOOP : MR COOPER GROUP INC $ 13.91BSEIC : SEI INVESTMENTS CO $ 322.15MFRHC : FREEDOM HOLDING CORP $ 4.55BSSB : SOUTHSTATE BANK CORP $ 55.79B

Definition of Investments

[Balance Sheet] A component of [Assets] representing the total amount of marketable and non-marketable securities, loans receivable and other invested assets.

FDS - Investments, Last 5 years

$ 7.68M

Minimum

Jun 30, 2025

$ 69.62M

Maximum

Dec 31, 2024

$ 35.02M

Average

$ 32.39M

Median

Investments Benchmark Analysis

The chart above depicts the distribution of Investments for companies in the Total Stock Market. The average Investments of the companies is $ 4.74M with a standard deviation of $ 11.26M.
The following table provides additional summary stats:
Investments in the Market:
filtered constituents2.64K
min$ 0
max$ 55.09M
average$ 4.74M
median$ 0
std$ 11.26M