← Top Holdings

FDSFactSet Research Systems Inc.

CUSIP: 303075105

3

Guru Owners

$127.2M

Total Value Held

586,297

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Donald Yacktman	Yacktman Asset Management	225874	$49.0M	0.65%	$216.99	Q1 2026
John Rogers	Ariel Investments	225047	$48.8M	0.55%	$216.99	Q1 2026
Tom Gayner	Markel Group	135376	$29.4M	0.25%	$216.99	Q1 2026

Donald Yacktman

$49.0M

0.65%

$48.8M

0.55%

$29.4M

0.25%

📊 Fundamentals

Market Cap$9.2B

P/E Ratio16.6x

Near market avg

Forward P/E13.1x

P/FCF14.8x

EPS (TTM)$15.55

Revenue (TTM)$2.4B

Profit Margin23.21%

Div Yield1.80%

Beta0.71

52-Week Range

$185.00

$453.41

Current: $258.30

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 16.6x trailing earnings → 13.1x forward · 23.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '263 owners · $127.2M

NEWDonald Yacktman$49.0M

INCREASEDJohn Rogers$48.8M

INCREASEDTom Gayner$29.4M

SOLDJensen Investment Management

Q4 '254 owners · $78.2M

NEWJohn Rogers$36.4M

INCREASEDTom Gayner$35.4M

REDUCEDRay Dalio$3.0M

Q3 '253 owners · $39.0M

INCREASEDJensen Investment Management$3.4M

NEWRay Dalio$2.1M

Q2 '252 owners · $56.9M

No changes

Q1 '252 owners · $57.8M

NEWJensen Investment Management$4.7M

Q4 '241 owners · $56.1M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

6%analyst est. 5.8%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

25.5%current: 25.5%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

FDS: Held by 3 superinvestors · 21 congress member trades

BUYGil CisnerosD

$1,001 - $15,0002025-11-18

$1,001 - $15,0002025-11-10

$1,001 - $15,0002025-11-06

$1,001 - $15,0002025-11-03

$1,001 - $15,0002025-10-30

$1,001 - $15,0002025-10-29

$1,001 - $15,0002025-10-27

$1,001 - $15,0002025-10-21

$1,001 - $15,0002025-10-17

$1,001 - $15,0002025-10-15

$1,001 - $15,0002025-10-14

$1,001 - $15,0002025-10-13

$1,001 - $15,0002025-10-07

$1,001 - $15,0002025-10-06

$1,001 - $15,0002025-10-03

$1,001 - $15,0002025-10-01

$1,001 - $15,0002025-08-26

$1,001 - $15,0002025-04-23

SELLJulie JohnsonD

$1,001 - $15,0002025-04-01

SELLByron DonaldsR

$1,001 - $15,0002025-02-13