FDS Quarterly Statistics
FDS quarterly stock returns with Q1–Q4 history, seasonality patterns, and performance tables for U.S. equity research.
Factset Research Systems (FDS) company overview
FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for over 80% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
| Period | Return % |
|---|---|
| 2000-Q1 | -31.48 |
| 2000-Q2 | 6.56 |
| 2000-Q3 | 31.95 |
| 2000-Q4 | 0.32 |
| 2001-Q1 | -14.96 |
| 2001-Q2 | 21.24 |
| 2001-Q3 | -31.28 |
| 2001-Q4 | 51.3 |
| 2002-Q1 | 12.22 |
| 2002-Q2 | -24.5 |
| 2002-Q3 | -4.68 |
| 2002-Q4 | 1.18 |
| 2003-Q1 | 12.25 |
| 2003-Q2 | 38.6 |
| 2003-Q3 | -1.4 |
| 2003-Q4 | -16.95 |
| 2004-Q1 | 12.45 |
| 2004-Q2 | 12.18 |
| 2004-Q3 | 4.49 |
| 2004-Q4 | 19.47 |
| 2005-Q1 | -13.15 |
| 2005-Q2 | 9.64 |
| 2005-Q3 | -3.24 |
| 2005-Q4 | 17.47 |
| 2006-Q1 | 8.59 |
| 2006-Q2 | 8.71 |
| 2006-Q3 | 2.9 |
| 2006-Q4 | 15.9 |
| 2007-Q1 | 12.67 |
| 2007-Q2 | 10.01 |
| 2007-Q3 | -0.26 |
| 2007-Q4 | -18.63 |
| 2008-Q1 | -2.14 |
| 2008-Q2 | 1.4 |
| 2008-Q3 | -6.95 |
| 2008-Q4 | -13.34 |
| 2009-Q1 | 9.63 |
| 2009-Q2 | 2.36 |
| 2009-Q3 | 31.56 |
| 2009-Q4 | 1.29 |
| 2010-Q1 | 10.03 |
| 2010-Q2 | -8.98 |
| 2010-Q3 | 21.43 |
| 2010-Q4 | 14.37 |
| 2011-Q1 | 10.06 |
| 2011-Q2 | -2.47 |
| 2011-Q3 | -13.74 |
| 2011-Q4 | 0.67 |
| 2012-Q1 | 12.44 |
| 2012-Q2 | -7.28 |
| 2012-Q3 | 3.38 |
| 2012-Q4 | -7.59 |
| 2013-Q1 | 3.21 |
| 2013-Q2 | 11.18 |
| 2013-Q3 | 5.73 |
| 2013-Q4 | -2.13 |
| 2014-Q1 | -0.62 |
| 2014-Q2 | 11.15 |
| 2014-Q3 | 0.77 |
| 2014-Q4 | 16.81 |
| 2015-Q1 | 13.24 |
| 2015-Q2 | 1.51 |
| 2015-Q3 | -3.09 |
| 2015-Q4 | 1.64 |
| 2016-Q1 | -3.25 |
| 2016-Q2 | 5.68 |
| 2016-Q3 | 0.57 |
| 2016-Q4 | 2.5 |
| 2017-Q1 | -0.14 |
| 2017-Q2 | 1.19 |
| 2017-Q3 | 8.65 |
| 2017-Q4 | 5.64 |
| 2018-Q1 | 4.07 |
| 2018-Q2 | 0.99 |
| 2018-Q3 | 11.74 |
| 2018-Q4 | -11.21 |
| 2019-Q1 | 24.51 |
| 2019-Q2 | 14.96 |
| 2019-Q3 | -15.26 |
| 2019-Q4 | 11.76 |
| 2020-Q1 | -3 |
| 2020-Q2 | 28.54 |
| 2020-Q3 | 0.3 |
| 2020-Q4 | 1.37 |
| 2021-Q1 | -6.65 |
| 2021-Q2 | 5.87 |
| 2021-Q3 | 17.55 |
| 2021-Q4 | 23.31 |
| 2022-Q1 | -8.8 |
| 2022-Q2 | -10.38 |
| 2022-Q3 | 1.5 |
| 2022-Q4 | -1.69 |
| 2023-Q1 | 2.25 |
| 2023-Q2 | -3.7 |
| 2023-Q3 | 11.11 |
| 2023-Q4 | 9.4 |
| 2024-Q1 | -1.8 |
| 2024-Q2 | -7.81 |
| 2024-Q3 | 11.84 |
| 2024-Q4 | 5.56 |
| 2025-Q1 | -4.59 |
| 2025-Q2 | -2.13 |
| 2025-Q3 | -36.38 |
| 2025-Q4 | 1.21 |
| 2026-Q1 | -23.84 |
| 2026-Q2 | 2.32 |
| 2026-Q3 | 9.94 |
| 2026-Q4 | 3.45 |
| Period | Return % |
|---|---|
| 2000-01 | -15.19 |
| 2000-02 | -10.08 |
| 2000-03 | -10.16 |
| 2000-04 | 6.26 |
| 2000-05 | -10.43 |
| 2000-06 | 9.67 |
| 2000-07 | 15.51 |
| 2000-08 | 4.78 |
| 2000-09 | 10 |
| 2000-10 | 0.72 |
| 2000-11 | -15.25 |
| 2000-12 | 15.47 |
| 2001-01 | 1.01 |
| 2001-02 | -16.67 |
| 2001-03 | -3.22 |
| 2001-04 | 17.59 |
| 2001-05 | 12.97 |
| 2001-06 | -10.99 |
| 2001-07 | -7.14 |
| 2001-08 | -23.53 |
| 2001-09 | -4.32 |
| 2001-10 | 2.04 |
| 2001-11 | 21.15 |
| 2001-12 | 16.56 |
| 2002-01 | 10.73 |
| 2002-02 | -11.43 |
| 2002-03 | 17.72 |
| 2002-04 | -13.68 |
| 2002-05 | -6.42 |
| 2002-06 | -8.65 |
| 2002-07 | -12.44 |
| 2002-08 | -4.89 |
| 2002-09 | 7.08 |
| 2002-10 | 2.99 |
| 2002-11 | 13 |
| 2002-12 | -8.5 |
| 2003-01 | -3.82 |
| 2003-02 | -5.9 |
| 2003-03 | 26.79 |
| 2003-04 | 7.26 |
| 2003-05 | 10.65 |
| 2003-06 | 14.41 |
| 2003-07 | 4.43 |
| 2003-08 | 5.54 |
| 2003-09 | -8.65 |
| 2003-10 | -1.62 |
| 2003-11 | -5.02 |
| 2003-12 | -7.82 |
| 2004-01 | -0.39 |
| 2004-02 | -3.23 |
| 2004-03 | 15.56 |
| 2004-04 | -6.56 |
| 2004-05 | 9.92 |
| 2004-06 | 8.13 |
| 2004-07 | -8.7 |
| 2004-08 | 3.2 |
| 2004-09 | 8.22 |
| 2004-10 | 3.42 |
| 2004-11 | 3.61 |
| 2004-12 | 13.16 |
| 2005-01 | -8.62 |
| 2005-02 | -7.33 |
| 2005-03 | 0.06 |
| 2005-04 | -15.9 |
| 2005-05 | 15.31 |
| 2005-06 | 11.97 |
| 2005-07 | 2.34 |
| 2005-08 | -4.58 |
| 2005-09 | 0.69 |
| 2005-10 | -0.48 |
| 2005-11 | 10.41 |
| 2005-12 | 6.3 |
| 2006-01 | -3.11 |
| 2006-02 | -1.83 |
| 2006-03 | 13.28 |
| 2006-04 | -0.47 |
| 2006-05 | 1.74 |
| 2006-06 | 5.32 |
| 2006-07 | -7.19 |
| 2006-08 | 0.46 |
| 2006-09 | 10.14 |
| 2006-10 | 4.8 |
| 2006-11 | 3.89 |
| 2006-12 | 6.81 |
| 2007-01 | 2.83 |
| 2007-02 | 4.79 |
| 2007-03 | 3.27 |
| 2007-04 | -2.13 |
| 2007-05 | 3.77 |
| 2007-06 | 7.08 |
| 2007-07 | -3.45 |
| 2007-08 | -9.18 |
| 2007-09 | 14.38 |
| 2007-10 | 2.87 |
| 2007-11 | -11.12 |
| 2007-12 | -11.14 |
| 2008-01 | 0.61 |
| 2008-02 | -6.07 |
| 2008-03 | 2.34 |
| 2008-04 | 11.43 |
| 2008-05 | 7.8 |
| 2008-06 | -12.9 |
| 2008-07 | 2.32 |
| 2008-08 | 8.74 |
| 2008-09 | -16.68 |
| 2008-10 | -25.76 |
| 2008-11 | 3.12 |
| 2008-12 | 10.6 |
| 2009-01 | -10.04 |
| 2009-02 | -3.17 |
| 2009-03 | 29.71 |
| 2009-04 | 7.2 |
| 2009-05 | -1.29 |
| 2009-06 | -5.73 |
| 2009-07 | 13.7 |
| 2009-08 | -2.93 |
| 2009-09 | 20.35 |
| 2009-10 | -3.31 |
| 2009-11 | 12.96 |
| 2009-12 | -8.96 |
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 2026-10-09 | 289.29 | 291.86 | 282.69 | 287.18 | — |
| 2026-10-08 | 273.48 | 288.45 | 273.15 | 286.52 | — |
| 2026-10-07 | 273.5 | 278.73 | 271.38 | 272.78 | — |
| 2026-10-06 | 275.53 | 276.67 | 271.43 | 272.01 | — |
| 2026-10-05 | 266.4 | 276.79 | 264.06 | 276.44 | — |
| 2026-10-02 | 275.44 | 273.54 | 264.47 | 266 | — |
| 2026-10-01 | 277.03 | 285.48 | 273.46 | 277.61 | — |
| 2026-09-30 | 261.99 | 272.23 | 258.5 | 269.95 | — |
| 2026-09-29 | 266.27 | 269.11 | 252.05 | 259.97 | — |
| 2026-09-28 | 270.06 | 271.51 | 264.68 | 267.67 | — |
| 2026-09-25 | 269.87 | 276.58 | 269.38 | 273.08 | — |
| 2026-09-24 | 281.94 | 285.33 | 270.56 | 271.25 | — |
| 2026-09-23 | 276.75 | 283.69 | 275.83 | 279.43 | — |
| 2026-09-21 | 285.13 | 289.78 | 281.88 | 284.1 | — |
| 2026-09-18 | 277.71 | 286.68 | 273.46 | 283.83 | — |
| 2026-09-17 | 273.34 | 281.3 | 270.82 | 278.85 | — |
| 2026-09-16 | 274.44 | 277.14 | 271.06 | 276.41 | — |
| 2026-09-15 | 273.45 | 284.89 | 270.6 | 277.09 | — |
| 2026-09-14 | 269.89 | 282.63 | 269.67 | 276.93 | — |
| 2026-09-11 | 264.9 | 264.02 | 255.87 | 259.71 | — |
| 2026-09-10 | 279.26 | 283.16 | 262.29 | 262.93 | — |
| 2026-09-09 | 287.93 | 287.86 | 279.17 | 279.17 | — |
| 2026-09-08 | 302.68 | 302.79 | 288.85 | 289 | — |
| 2026-09-04 | 305.72 | 306.11 | 299.57 | 301.96 | — |
| 2026-09-02 | 301.49 | 309.09 | 299 | 306.07 | — |
| 2026-09-01 | 310.97 | 315 | 303.61 | 305.44 | — |
| 2026-08-31 | 307.17 | 314.51 | 303.9 | 313.55 | — |
| 2026-08-27 | 296.7 | 309.39 | 290.31 | 304.47 | — |
| 2026-08-26 | 291.47 | 298 | 290.44 | 295.45 | — |
| 2026-08-25 | 298.96 | 303.26 | 295.7 | 296.08 | — |
| 2026-08-24 | 299.85 | 308.47 | 298.95 | 305.31 | — |
| 2026-08-21 | 298.57 | 302.21 | 296.55 | 299.91 | — |
| 2026-08-20 | 297.65 | 304.3 | 293.58 | 300.06 | — |
| 2026-08-19 | 285.92 | 302.67 | 285.65 | 298.1 | — |
| 2026-08-18 | 280.3 | 290.88 | 278.79 | 285.41 | — |
| 2026-08-17 | 281.5 | 282.22 | 274.95 | 276.76 | — |
| 2026-08-14 | 288.57 | 288.49 | 278.82 | 283.49 | — |
| 2026-08-13 | 277.76 | 289.45 | 274.5 | 287.18 | — |
| 2026-08-12 | 277.9 | 282.91 | 274.33 | 277.99 | — |
| 2026-08-11 | 281.1 | 284.96 | 277 | 282.95 | — |
| 2026-08-10 | 282.56 | 287.78 | 282.14 | 284.12 | — |
| 2026-08-07 | 275.75 | 286.7 | 276.04 | 285.57 | — |
| 2026-08-06 | 276.89 | 278.9 | 272 | 274.58 | — |
| 2026-08-05 | 280.55 | 280.02 | 273.42 | 278.03 | — |
| 2026-08-04 | 264.57 | 276.42 | 264.49 | 274.49 | — |
| 2026-08-03 | 269.99 | 276.51 | 266.39 | 269.68 | — |
| 2026-07-31 | 261.21 | 264.37 | 254.99 | 263.2 | — |
| 2026-07-30 | 274.18 | 279.39 | 261.89 | 263.03 | — |
| 2026-07-29 | 283.66 | 295.58 | 281.78 | 282.04 | — |
| 2026-07-28 | 269.49 | 287.89 | 270.99 | 283.87 | — |
| 2026-07-27 | 260.22 | 270.31 | 256.27 | 265.9 | — |
| 2026-07-24 | 247.52 | 256.08 | 246.02 | 254.36 | — |
| 2026-07-23 | 245.5 | 244.94 | 240.11 | 243.96 | — |
| 2026-07-22 | 251.18 | 251.36 | 244.76 | 245.21 | — |
| 2026-07-21 | 247.01 | 253.54 | 242.55 | 246.95 | — |
| 2026-07-20 | 254.99 | 259.71 | 251.73 | 255.79 | — |
| 2026-07-17 | 261.22 | 269.79 | 255.48 | 258.09 | — |
| 2026-07-16 | 255.37 | 263.79 | 253.16 | 262.46 | — |
| 2026-07-15 | 256.87 | 260.57 | 250.52 | 251.19 | — |
| 2026-07-14 | 253.66 | 255.74 | 248.62 | 252.61 | — |
| 2026-07-13 | 252.81 | 263.32 | 250.46 | 263.11 | — |
| 2026-07-10 | 244.88 | 251.43 | 244.71 | 247.11 | — |
| 2026-07-09 | 243.89 | 245.46 | 236.2 | 241.9 | — |
| 2026-07-08 | 256.32 | 257.14 | 247.4 | 247.82 | — |
| 2026-07-07 | 256.14 | 261.78 | 254.04 | 258.3 | — |
| 2026-07-06 | 246.97 | 255.82 | 241.41 | 252.2 | — |
| 2026-07-02 | 250 | 254.82 | 245.81 | 250.09 | — |
| 2026-07-01 | 222 | 254.19 | 221.25 | 245.55 | — |
| 2026-06-30 | 232.81 | 235 | 226.86 | 230.08 | — |
| 2026-06-29 | 233.64 | 236.32 | 228 | 233.62 | — |
| 2026-06-26 | 208.01 | 232.54 | 212.47 | 231.74 | — |
| 2026-06-25 | 216.31 | 219.46 | 207.96 | 208.84 | — |
| 2026-06-24 | 219.4 | 224.26 | 215.95 | 216.45 | — |
| 2026-06-23 | 224 | 227.46 | 216.4 | 218.15 | — |
| 2026-06-22 | 221.28 | 223.8 | 214.22 | 218.62 | — |
| 2026-06-18 | 218.68 | 223.99 | 216.56 | 221.29 | — |
| 2026-06-17 | 234.86 | 240.57 | 228.3 | 228.3 | — |
| 2026-06-16 | 237.77 | 241.74 | 235.01 | 237.56 | — |
| 2026-06-15 | 238.74 | 247.08 | 234.66 | 235.86 | — |
| 2026-06-12 | 237 | 243.2 | 231.15 | 241.16 | — |
| 2026-06-11 | 251.11 | 249.82 | 235.73 | 236.64 | — |
| 2026-06-10 | 243.2 | 249.19 | 238.3 | 249.08 | — |
| 2026-06-09 | 245.31 | 251.04 | 243.77 | 246.07 | — |
| 2026-06-05 | 257.59 | 259 | 249.27 | 255.62 | — |
| 2026-06-04 | 259.49 | 264.37 | 254.82 | 255.02 | — |
| 2026-06-03 | 258.13 | 254.99 | 244.09 | 253.44 | — |
| 2026-06-02 | 265.42 | 265.92 | 249.24 | 255.82 | — |
| 2026-06-01 | 249.15 | 272.4 | 247.64 | 270.85 | — |
| 2026-05-29 | 237.08 | 250.83 | 237 | 245.47 | — |
| 2026-05-28 | 234.24 | 244.98 | 234.31 | 238.9 | — |
| 2026-05-27 | 230.09 | 237.65 | 230.01 | 235.73 | — |
| 2026-05-22 | 225.63 | 234.13 | 225.63 | 232 | — |
| 2026-05-21 | 220.98 | 226.15 | 219.3 | 225.01 | — |
| 2026-05-20 | 218.94 | 225.62 | 215 | 223.68 | — |
| 2026-05-19 | 229.77 | 232.44 | 221.05 | 221.93 | — |
| 2026-05-18 | 212.39 | 227.71 | 213.95 | 224.35 | — |
| 2026-05-15 | 203.41 | 214.31 | 203.55 | 212.58 | — |
| 2026-05-14 | 203.03 | 205.45 | 198.9 | 199.86 | — |
| 2026-05-13 | 213.3 | 212.76 | 198 | 201.87 | — |
| 2026-05-12 | 219.83 | 223.1 | 214.46 | 215.92 | — |
| 2026-05-11 | 221.29 | 224.77 | 218.11 | 219.19 | — |
| 2026-05-08 | 221.13 | 226.38 | 215.7 | 223.61 | — |
| 2026-05-07 | 210.9 | 227.07 | 210.86 | 223.98 | — |
| 2026-05-06 | 216.13 | 217.65 | 211.62 | 211.79 | — |
| 2026-05-05 | 226.36 | 227.5 | 203.43 | 219.42 | — |
| 2026-05-04 | 226.92 | 229.98 | 224.41 | 224.44 | — |
| 2026-05-01 | 231.65 | 235.55 | 227.58 | 227.58 | — |
| 2026-04-30 | 226.48 | 228.19 | 222.01 | 227.58 | — |
| 2026-04-29 | 233 | 236.17 | 229.03 | 232.32 | — |
| 2026-04-28 | 228.12 | 231.79 | 225.37 | 229.56 | — |
| 2026-04-27 | 224.22 | 229.62 | 222.9 | 225.33 | — |
| 2026-04-24 | 227.39 | 228.95 | 221.86 | 224.12 | — |
| 2026-04-23 | 239.52 | 241.12 | 222.45 | 228.08 | — |
| 2026-04-22 | 243.92 | 245.51 | 239.4 | 242.72 | — |
| 2026-04-21 | 237.41 | 247.33 | 236.05 | 240.32 | — |
| 2026-04-20 | 232.31 | 236.59 | 230.59 | 235.88 | — |
| 2026-04-17 | 232.48 | 233.76 | 230.42 | 232.73 | — |
| 2026-04-16 | 231.94 | 234.35 | 229.53 | 231.85 | — |
| 2026-04-15 | 225.68 | 232.66 | 226.09 | 230.75 | — |
| 2026-04-14 | 228.23 | 229.1 | 221.63 | 223.55 | — |