Company / Shareholders' Equity
FactSet Shareholders' Equity History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$2.2B
FY2025
5-year range
$1.0B / $2.2B
FY2021-FY2025
Trend
+14.3%
vs FY2024
Sector context
#200 of 399
Financials
What the data says
At $2.2B, FactSet's shareholders' equity ranks #200 of 399 in the Financials sector. Shareholders' Equity has increased for 7 consecutive years, from $526M in FY2018 to $2.2B in FY2025.
Based on SEC 10-K filings.
$2.2B in FY2025 with a 5-year CAGR of +19.5%.
Improved from $1.6B to $2.2B over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- +18.0%
- 5-Year CAGR
- +19.5%
- 10-Year CAGR
- -
Sector benchmark
#200 of 399 in FinancialsTop 50% of 399This company $2.2B Sector average $11.4B
▼
-80.8% below sector average
Key checks
Key Insights
- FactSet's shareholders' equity has grown for 7 consecutive years.
- 5-year CAGR of +19.5%, indicating consistent growth.
- In FY2025, shareholders' equity increased 14.3% year-over-year.
- Ranks #200 out of 399 companies in the Financials sector.
Company context
Key Data Points
- Strong profit margin: 25.7%
- High earnings quality (cash-backed earnings)
- Strong return on equity: 27.3%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $2.2B | +14.3% |
| FY2024 | $1.9B | +18.1% |
| FY2023 | $1.6B | +21.7% |
| FY2022 | $1.3B | +31.0% |
| FY2021 | $1.0B | +13.4% |
| FY2020 | $896.4M | +33.3% |
| FY2019 | $672.3M | +27.8% |
| FY2018 | $525.9M | -6.0% |
| FY2017 | $559.7M | +8.2% |
| FY2016 | $517.4M | -2.7% |
As of FY2025 · SEC 10-K · Updated Jul 2, 2026