News report 📈 Stocks 🌍 United States ISIN US3030751057

FactSet Shares Trail Nasdaq With 3.3% YTD Decline Amid Growth Headwinds

FactSet shares struggle to keep pace with the broader market as slowing demand and AI-driven industry disruption weigh on the firm's traditional terminal business model.

📅 September 22, 2026 🕐 1 min read

3 assets impacted (Stocks). Net bias: 1 Bullish, 2 Bearish, 0 Neutral. Strongest signal: FDS ↓ 6/10 (60% confidence).

📊 Affected Assets (3)

FDS

Bearish 🤖 60%

📆 Mid-term 🌍 US · Explicit

FactSet has underperformed the Nasdaq due to slowing organic growth, weaker demand, and client budget tightening, with a Hold rating.

SPGI

Bearish 🤖 58%

📆 Mid-term 🌍 US · Explicit

S&P Global has declined 22.6% YTD and 20% over 52 weeks, underperforming the market.

NASX

Bullish 🤖 55%

📆 Mid-term 🌍 US · Explicit

The Nasdaq Composite has risen 17.1% YTD and 19.5% over 52 weeks, outperforming FactSet.

🎯 Key Takeaways

FactSet shares have fallen 3.3% YTD, significantly trailing the Nasdaq Composite's 17.1% return.
Structural pressures, including weaker demand from asset managers and client budget tightening, have capped FDS performance.
S&P Global (SPGI) has fared worse than FactSet, recording a 22.6% decline year-to-date.

📝 Executive Summary

FactSet Research Systems (FDS) continues to underperform the Nasdaq Composite, posting a 3.3% year-to-date decline compared to the index's 17.1% gain. The financial data provider faces structural challenges, including slowing organic growth and tightening client budgets, leading analysts to maintain a consensus Hold rating on the stock.

❓ FAQ

Why is FactSet underperforming the Nasdaq Composite?

FactSet's underperformance is driven by slowing organic growth, weaker demand from financial clients, and concerns regarding the long-term durability of its terminal business amid AI-driven industry shifts.

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