FactSet Research Systems Inc. $FDS Stock Holdings Increased by Birch Capital Management LLC

Birch Capital Management LLC grew its position in FactSet Research Systems Inc. (NYSE:FDS) by 49.8% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 23,747 shares of the business services provider’s stock after purchasing an additional 7,899 shares during the period. FactSet Research Systems comprises about 2.7% of Birch Capital Management LLC’s holdings, making the stock its 15th largest position. Birch Capital Management LLC’s holdings in FactSet Research Systems were worth $5,464,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Geneos Wealth Management Inc. raised its position in shares of FactSet Research Systems by 188.2% in the first quarter. Geneos Wealth Management Inc. now owns 98 shares of the business services provider’s stock valued at $45,000 after purchasing an additional 64 shares during the period. BOKF NA raised its stake in shares of FactSet Research Systems by 5,100.0% in the 3rd quarter. BOKF NA now owns 104 shares of the business services provider’s stock valued at $30,000 after buying an additional 102 shares in the last quarter. Navalign LLC bought a new position in FactSet Research Systems during the fourth quarter worth about $32,000. Litman Gregory Wealth Management LLC acquired a new stake in FactSet Research Systems in the 4th quarter valued at $32,000. Finally, MUFG Securities EMEA plc acquired a new stake in shares of FactSet Research Systems during the 2nd quarter worth about $50,000. Institutional investors and hedge funds own 91.24% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on FDS shares. UBS Group restated a “buy” rating on shares of FactSet Research Systems in a research report on Wednesday, July 22nd. Weiss Ratings upgraded shares of FactSet Research Systems from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, July 13th. Royal Bank Of Canada lifted their price target on shares of FactSet Research Systems from $240.00 to $304.00 and gave the company a “sector perform” rating in a research note on Thursday, August 27th. Bank of America boosted their target price on FactSet Research Systems from $205.00 to $210.00 and gave the company an “underperform” rating in a research note on Thursday, July 2nd. Finally, BMO Capital Markets increased their price target on FactSet Research Systems from $257.00 to $275.00 and gave the company a “market perform” rating in a research report on Thursday, July 2nd. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, ten have given a Hold rating and six have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Reduce” and a consensus target price of $257.57.

FactSet Research Systems Stock Performance

FactSet Research Systems stock opened at $304.39 on Wednesday. The company has a market capitalization of $10.83 billion, a P/E ratio of 20.05, a P/E/G ratio of 2.10 and a beta of 0.71. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.68 and a quick ratio of 0.68. FactSet Research Systems Inc. has a 1 year low of $185.00 and a 1 year high of $377.07. The business has a 50 day moving average of $267.90 and a 200-day moving average of $237.99.

FactSet Research Systems (NYSE:FDS) last announced its quarterly earnings data on Wednesday, July 1st. The business services provider reported $4.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.44 by $0.09. The company had revenue of $622.92 million for the quarter, compared to the consensus estimate of $617.91 million. FactSet Research Systems had a return on equity of 30.68% and a net margin of 23.21%.The firm’s revenue was up 6.4% compared to the same quarter last year. During the same period in the previous year, the business earned $4.27 EPS. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. On average, equities research analysts predict that FactSet Research Systems Inc. will post 17.76 earnings per share for the current year.

FactSet Research Systems Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Monday, August 31st will be given a dividend of $1.16 per share. This represents a $4.64 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Monday, August 31st. FactSet Research Systems’s dividend payout ratio (DPR) is currently 30.57%.

FactSet Research Systems Company 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.