NYSE:FDS · New York Stock Exchange
-$9.26 today
Vol 0.76M · Avg 0.96M
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.
Management quality matters because capital allocation choices determine how much of FactSet Research Systems Inc. earnings power becomes long-term shareholder value. Use this page to compare FDS returns on capital, executive context, insider transactions, ownership signals, and growth trends against peers, then decide whether leadership appears disciplined, aligned, and capable of compounding through changing market conditions.
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 | $2,272.00 | <0.01% |
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% |
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% |
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
8
$2.84M
Net Sentiment
$2.51M
Net selling
Most Active
MCGONIGLE JAMES J
3 transactions
1–10 of 12
Analysis
Insiders reported 4 buys worth $328,393.33 and 8 sells worth $2.84M over the last 12 months. That adds up to net selling of $2.51M. MCGONIGLE JAMES J was the most active insider with 3 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +11.5% | +11.0% (15yr)6 analysts |
| Revenue | N/A | N/A | +7.7% | +7.7% (15yr)6 analysts |
| Net Income | N/A | N/A | +8.5% | +10.3% (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 +11.0% (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 10 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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