Janney Montgomery Scott LLC boosted its stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 82.8% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 38,193 shares of the business services provider’s stock after buying an additional 17,296 shares during the quarter. Janney Montgomery Scott LLC’s holdings in FactSet Research Systems were worth $8,288,000 as of its most recent SEC filing.
Several other large investors have also bought and sold shares of FDS. Mattern Capital Management LLC raised its holdings in shares of FactSet Research Systems by 48.8% in the fourth quarter. Mattern Capital Management LLC now owns 30,391 shares of the business services provider’s stock valued at $8,819,000 after purchasing an additional 9,971 shares during the last quarter. Heron Bay Capital Management lifted its position in shares of FactSet Research Systems by 52.6% during the third quarter. Heron Bay Capital Management now owns 55,359 shares of the business services provider’s stock valued at $15,860,000 after purchasing an additional 19,072 shares in the last quarter. Element Squared LLC purchased a new position in FactSet Research Systems during the fourth quarter worth about $2,376,000. Ticino Wealth purchased a new position in FactSet Research Systems during the fourth quarter worth about $1,946,000. Finally, Argo Wealth Advisory LLC bought a new stake in FactSet Research Systems in the 4th quarter worth about $1,622,000. 91.24% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
Several equities research analysts have commented on the stock. BMO Capital Markets increased their price objective on shares of FactSet Research Systems from $257.00 to $275.00 and gave the company a “market perform” rating in a research note on Thursday. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $240.00 target price on shares of FactSet Research Systems in a report on Thursday. Wolfe Research increased their price target on FactSet Research Systems from $225.00 to $240.00 and gave the company an “underperform” rating in a research report on Wednesday. Wells Fargo & Company lifted their price target on FactSet Research Systems from $200.00 to $210.00 and gave the stock an “underweight” rating in a report on Thursday. Finally, UBS Group cut their price objective on FactSet Research Systems from $380.00 to $340.00 and set a “buy” rating on the stock in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, nine have issued a Hold rating and seven have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, FactSet Research Systems currently has a consensus rating of “Reduce” and a consensus target price of $252.57.
Trending Headlines about FactSet Research Systems
Here are the key news stories impacting FactSet Research Systems this week:
- Positive Sentiment: FactSet reported third-quarter results that topped Wall Street expectations, with revenue and EPS both ahead of estimates, which supports the recent move higher in the stock. These Analysts Revise Their Forecasts On FactSet Research After Q3 Results
- Positive Sentiment: The company said it is seeing strong ASV growth and AI-driven demand, with management and several analysts saying these trends could keep subscription growth healthy and help FactSet track toward the high end of its FY2026 guidance. FactSet Research Q3 Earnings Call Highlights AI Demand & ASV Gains
- Positive Sentiment: Several analysts raised price targets after the earnings release, including Jefferies, Deutsche Bank, UBS, and BMO, reflecting improved sentiment around FactSet’s growth outlook. Analyst price target updates
- Neutral Sentiment: RBC and Morgan Stanley kept relatively cautious ratings, and Bank of America still rates the stock underperform despite modestly higher targets, showing that not all analysts are convinced the upside is fully justified. Analyst caution on FactSet
- Neutral Sentiment: Recent commentary from Zacks and Seeking Alpha also highlighted FactSet as a growth or upside candidate, adding to the bullish narrative, though these pieces are more opinion-driven than fundamental news. FactSet Research (FDS) is a Top-Ranked Growth Stock: Should You Buy?
FactSet Research Systems Stock Performance
NYSE FDS opened at $250.55 on Friday. The company has a market capitalization of $8.91 billion, a PE ratio of 16.51, a price-to-earnings-growth ratio of 2.08 and a beta of 0.72. The company has a debt-to-equity ratio of 0.44, a quick ratio of 1.43 and a current ratio of 0.68. FactSet Research Systems Inc. has a 52-week low of $185.00 and a 52-week high of $453.41. The company has a 50-day simple moving average of $231.33 and a 200 day simple moving average of $237.82.
FactSet Research Systems (NYSE:FDS – Get Free Report) last released its earnings results on Wednesday, July 1st. The business services provider reported $4.53 earnings per share for the quarter, beating analysts’ consensus estimates of $4.44 by $0.09. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. The firm had revenue of $622.92 million during the quarter, compared to the consensus estimate of $617.91 million. During the same period in the prior year, the firm earned $4.27 EPS. The company’s revenue was up 6.4% compared to the same quarter last year. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. On average, research analysts predict that FactSet Research Systems Inc. will post 17.72 EPS for the current year.
FactSet Research Systems Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 18th. Shareholders of record on Friday, May 29th were issued a dividend of $1.16 per share. This represents a $4.64 annualized dividend and a yield of 1.9%. This is a positive change from FactSet Research Systems’s previous quarterly dividend of $1.10. The ex-dividend date of this dividend was Friday, May 29th. FactSet Research Systems’s dividend payout ratio is currently 30.57%.
FactSet Research Systems Profile
FactSet Research Systems Inc operates as a global provider of integrated financial data and analytics to the investment community. Founded in 1978 and headquartered in Norwalk, Connecticut, the company offers a unified platform that aggregates content from thousands of sources, delivering real-time and historical market data, company fundamentals, estimates, fixed-income information and proprietary analytics to portfolio managers, research analysts, investment bankers and risk officers.
The company’s core products include the FactSet Workstation, an application offering customizable screening, charting, portfolio analysis and news; APIs and data feeds for seamless integration into proprietary systems; and cloud-based solutions for thematic research and quantitative strategies.
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