Connect with FactSet :    CAREERS | EVENTS | SUBSCRIBE | REQUEST A FREE TRIAL        877.322.8738

The FactSet Research Desk

For over 10 years, FactSet has continued to build our collection of global datasets offering you the most accurate information and unparalleled transparency. The FactSet Research Desk complements FactSet-sourced data with thought leadership, commentary, and research reports.

Access historical reports in FactSet Insight.

FactSet clients receive reports through the FactSet platform. If you are not a client, subscribe below to receive reports by e-mail.

Global Reports

Commodity Update

Quarterly update on global commodities prices and related metrics.

  • Multiple return horizons for futures contracts and indices
  • Analyst estimates on commodities prices alongside futures curves
  • Illustrations of historical and projected growth of related metrics by sector, including production per day, capital expenditures, and exploration expense
subscribe.jpg

Economic Insight

Monthly research and analysis into topics affecting the global economy.

  • Details on how a country's yield curve can be an indicator of economic stability
  • Insight into unemployment rates and other measures
  • Predictions for economic estimates on the path of the U.S. economy
subscribe.jpg

Ownership Quarterly

Analysis of top-level equity exposures and trends within the largest institutional investors and hedge funds.

  • Institutional Report Highlights: Insight into the most popular institutional holdings as well as securities that are rapidly gaining and losing favor

Launch the latest report: www.factset.com/institutional_ownership

  • Hedge Fund Report Highlights: An analysis of the fifty largest hedge funds and their largest portfolio holdings, purchases, and sales

Launch the latest report: www.factset.com/hedgefund_ownership

subscribe.jpg

Market Insight

Analysis of a topical event in the news or a specific industry-focused metric, published on an ad-hoc basis.

Launch the latest report: www.factset.com/marketinsight

subscribe.jpg

Top of Page

U.S. Reports

Earnings Insight

Weekly in-depth look at earnings trends of companies in the S&P 500 index.

  • Key metrics to analyze corporate revenues and earnings using FactSet Estimates
  • Extensive historical data from FactSet Market Aggregates on sector- and index-level valuations
  • Comparison of annual estimates from industry analysts (bottoms-up) relative to strategists (top-down) at the index-level

Launch the latest report: www.factset.com/earningsinsight

subscribe.jpg

Targets and Ratings: U.S.

Quarterly examination of the trends in target prices and recommendations for companies in the S&P 500 index.

  • Aggregate data on the number of buy, hold, and sell ratings at the sector and index level
  • A breakdown of companies with the highest percentages of buy, hold, and sell ratings
  • A comparison of the aggregate, index-level target price from industry analysts relative to the mean target price from strategists
  • A look at companies with the highest percentage of upside or downside differences between their mean target and closing price

Launch the latest report: www.factset.com/targetsratings

subscribe.jpg

Guidance Quarterly

Analysis of EPS and sales guidance trends for companies in the S&P 500 index.

  • Aggregate sector-level and historical data on EPS and sales guidance for the current quarter, prior quarter, and current year
  • A comparison of EPS guidance to estimated and actual earnings at the company- and sector-level
  • An analysis of price performance of companies issuing EPS guidance

Launch the latest report: www.factset.com/guidance

subscribe.jpg

Industry Insight: Banks

Quarterly preview of the operating results of U.S. banks within the FactSet Aggregates banking industries.

  • Aggregations of analyst expectations for industry-specific metrics, such as net interest income, net loans, and tier 1 capital ratios
  • Examinations of industry trends, such as changes in valuations, capital structure, CDS premiums, and shareholder distributions
  • An analysis of relevant economic and interest rate statistics

Launch the latest report: www.factset.com/industry_banks

subscribe.jpg

Industry Insight: Retail

Monthly update on the operating results of approximately 200 U.S. retailers.

  • Same store sales (“SSS”) analysis of both analyst expectations and company results from fifteen retail sub-industries
  • SSS scorecard shows the percent of retailers beating, hitting, and missing expectations by sub-industry
  • SSS guidance figures by sub-industry for both the current quarter and year
  • Additional metrics on operating margins, P/E valuations, and inventory management
subscribe.jpg

Buyback Quarterly

Analysis of share buyback activity at the company, sector, and index levels for the S&P 500 index.

  • Examinations of buyback-related metrics including shares available for repurchase, trends in shares outstanding, and dollar-value buybacks relative to free cash flow
  • Examinations of company-level metrics, including buyback yields and repurchase prices relative to average stock prices

Launch the latest report: www.factset.com/buyback

subscribe.jpg

Dividend Quarterly

In-depth look into the dividend trends of companies in the S&P 500.

  • Commentary on sector-level dividends per share, yields, and payout ratios
  • Comparisons of company EPS growth to short, medium, and long-term DPS growth rates
  • Backtest results of the dividend-related factors that have best predicted forward returns

Launch the latest report: www.factset.com/dividend

subscribe.jpg

Cash and Investment Quarterly

Outline of trends in corporate cash balances and investment activities of companies in the S&P 500 index.

  • Research on capital expenditures, dividend payments, share buybacks, and M&A
  • Examinations of company, sector, and index level net long-term debt issuance
  • Backtest results examining the relevant factors to cash and corporate investments

Launch the latest report: www.factset.com/cashinvestment

subscribe.jpg

Top of Page



SHARE
Connect with FactSet