Nisa Investment Advisors LLC Has $3.90 Million Stock Position in FactSet Research Systems Inc. $FDS

Nisa Investment Advisors LLC increased its holdings in FactSet Research Systems Inc. (NYSE:FDS) by 20.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,447 shares of the business services provider’s stock after acquiring an additional 2,283 shares during the period. Nisa Investment Advisors LLC’s holdings in FactSet Research Systems were worth $3,902,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. First Horizon Corp purchased a new stake in shares of FactSet Research Systems in the third quarter worth approximately $25,000. Winnow Wealth LLC purchased a new position in FactSet Research Systems during the third quarter valued at approximately $28,000. BOKF NA grew its position in FactSet Research Systems by 5,100.0% during the third quarter. BOKF NA now owns 104 shares of the business services provider’s stock valued at $30,000 after purchasing an additional 102 shares in the last quarter. Covestor Ltd increased its stake in FactSet Research Systems by 53.4% in the 3rd quarter. Covestor Ltd now owns 112 shares of the business services provider’s stock valued at $33,000 after buying an additional 39 shares during the period. Finally, Board of the Pension Protection Fund acquired a new position in FactSet Research Systems in the 4th quarter valued at approximately $35,000. Hedge funds and other institutional investors own 91.24% of the company’s stock.

FactSet Research Systems Stock Performance

Shares of NYSE FDS opened at $227.26 on Friday. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.54 and a current ratio of 1.43. The firm has a market cap of $8.43 billion, a price-to-earnings ratio of 14.61, a P/E/G ratio of 2.27 and a beta of 0.73. The business’s 50-day simple moving average is $216.70 and its 200-day simple moving average is $261.40. FactSet Research Systems Inc. has a 52 week low of $185.00 and a 52 week high of $474.79.

FactSet Research Systems (NYSE:FDS) last posted its earnings results on Tuesday, March 31st. The business services provider reported $4.46 earnings per share for the quarter, topping the consensus estimate of $4.37 by $0.09. The firm had revenue of $611.02 million during the quarter, compared to analyst estimates of $604.78 million. FactSet Research Systems had a return on equity of 30.25% and a net margin of 24.48%.The company’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period in the previous year, the company earned $4.28 EPS. As a group, equities research analysts expect that FactSet Research Systems Inc. will post 17.21 earnings per share for the current fiscal year.

FactSet Research Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Friday, February 27th were paid a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date was Friday, February 27th. FactSet Research Systems’s payout ratio is presently 28.30%.

FactSet Research Systems announced that its board has initiated a share buyback plan on Thursday, December 18th that allows the company to repurchase $600.00 million in outstanding shares. This repurchase authorization allows the business services provider to reacquire up to 5.4% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s leadership believes its stock is undervalued.

More FactSet Research Systems News

Here are the key news stories impacting FactSet Research Systems this week:

• Positive Sentiment: Zacks highlights Q2 results and operational strengths — FactSet beat Q2 estimates according to Zacks, with rising annual subscription value (ASV), partnerships and a strong liquidity/ shareholder?friendly policy backdrop that support steady revenue and buyback/dividend capacity. FDS Gains From Partnerships, Shareholder-Friendly Policies & Liquidity
• Positive Sentiment: Coverage notes potential upside from AI: an InsiderMonkey piece discusses AI?powered document search as a product that could broaden FactSet’s data/analytics utility and win more clients or wallet share if successfully commercialized. Could AI Powered Document Search Change FactSet Research Systems’ (FDS) Fortunes?
• Positive Sentiment: Industry coverage (Kalkine) says FactSet is expanding its analytics ecosystem and strengthening data solutions for Russell 1000 constituents — signals of product momentum and potential ASV growth. Is FactSet (NYSE:FDS) Expanding Its Financial Analytics Ecosystem?
• Positive Sentiment: Separate Kalkine coverage highlights increasing traction in Russell 1000 data solutions, reinforcing cross?sell opportunities into larger institutional accounts. FactSet Strengthens Financial Data Solutions In Russell 1000 Index
• Positive Sentiment: Several bullish commentators (Seeking Alpha) argue that FactSet’s valuation looks attractive after recent volatility, suggesting upside for patient investors if fundamentals reassert. Valuation Multiple Is Too Cheap
• Positive Sentiment: AmericanBankingNews reports shares gapped up on what it calls better?than?expected earnings, a direct near?term catalyst for the intraday move. Shares Gap Up on Better?Than?Expected Earnings
• Neutral Sentiment: Yahoo examines FactSet’s valuation after recent volatile moves — useful for investors debating entry points but not a near?term earnings catalyst. A Look At FactSet Valuation After Recent Volatile Share Price Moves
• Neutral Sentiment: UBS trimmed its price target (from $425 to $380) but maintained a buy rating — a mixed signal: lower target reduces some upside expectations, but the buy stance keeps institutional support visible. UBS Price Target Note
• Negative Sentiment: A Q2 earnings call transcript published by InsiderMonkey/Seeking Alpha shows commentary that could be read as a miss (cited $3.60 EPS vs. $4.37 expectation) — a conflicting report versus some beat narratives and a source of investor uncertainty until GAAP/adjusted figures are reconciled. Q2 2026 Earnings Call Transcript
• Negative Sentiment: Goldman Sachs cut its price target to $217 and put a sell rating on FDS, signaling near?term downside risk if consensus growth disappoints. Goldman Sachs Price Target Cut
• Negative Sentiment: Wells Fargo lifted its target slightly to $200 but kept an underweight rating, implying it sees structural headwinds or limited upside from current levels. Wells Fargo Underweight Note

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. The Goldman Sachs Group decreased their target price on shares of FactSet Research Systems from $253.00 to $217.00 and set a “sell” rating for the company in a research note on Wednesday. Wells Fargo & Company increased their price objective on FactSet Research Systems from $195.00 to $200.00 and gave the stock an “underweight” rating in a report on Wednesday. Bank of America initiated coverage on FactSet Research Systems in a research report on Tuesday, February 17th. They set an “underperform” rating and a $195.00 price objective for the company. Huber Research upgraded FactSet Research Systems from a “strong sell” rating to a “strong-buy” rating in a research note on Friday, December 19th. Finally, Zacks Research raised FactSet Research Systems from a “strong sell” rating to a “hold” rating in a research report on Friday, December 5th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, nine have given a Hold rating and six have given a Sell rating to the company. According to data from MarketBeat, FactSet Research Systems currently has an average rating of “Reduce” and a consensus target price of $279.85.

Insider Buying and Selling at FactSet Research Systems

In related news, Director Laurie Siegel sold 2,572 shares of the firm’s stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $296.25, for a total value of $761,955.00. Following the transaction, the director directly owned 1,037 shares in the company, valued at approximately $307,211.25. This trade represents a 71.27% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Malcolm Frank sold 2,572 shares of FactSet Research Systems stock in a transaction on Monday, January 12th. The stock was sold at an average price of $295.70, for a total transaction of $760,540.40. Following the completion of the transaction, the director owned 879 shares in the company, valued at $259,920.30. This trade represents a 74.53% decrease in their position. The SEC filing for this sale provides additional information. 1.20% of the stock is currently owned by corporate insiders.

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.