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.
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Earnings Insight
A 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
Targets and Ratings: U.S.
A 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
Guidance Quarterly
An 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
Industry Insight: Banks
A 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
Industry Insight: Consumer
A quarterly update on the operating results of U.S. companies within the FactSet Aggregates consumer sectors.
- Examinations of historical and projected revenue and same store sale trends at the sector-, industry-, and company-level
- Aggregations of analyst expectations for related industry metrics, such as new home sales, airline passenger revenues, and revenues per available hotel room
- Analysis of relevant economic and sentiment indicators
Launch the latest report: www.factset.com/industry_consumer
Buyback Quarterly
An 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
Dividend Quarterly
An 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
Cash and Investment Quarterly
An 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
Targets and Ratings: Europe
A quarterly examination the trends in target prices and recommendations for companies in the MSCI Europe.
- 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 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_euro
Dividend Quarterly: Europe
An in-depth look into the dividend trends of companies in the MSCI Europe index.
- Commentary on sector- and country-level dividends per share, yields, and payout ratios
- Examinations of timely trends regarding the characteristics of dividend-paying stocks
- Back tests on dividend-related factors showing historical, forward returns
Launch the latest report: www.factset.com/dividend_euro
