United Capital Financial Advisors LLC Invests $797,000 in FactSet Research Systems Inc. $FDS

United Capital Financial Advisors LLC bought a new position in shares of FactSet Research Systems Inc. (NYSE:FDS) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 3,465 shares of the business services provider’s stock, valued at approximately $797,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of FDS. Investment House LLC lifted its position in shares of FactSet Research Systems by 311.5% in the 4th quarter. Investment House LLC now owns 42,393 shares of the business services provider’s stock worth $12,302,000 after purchasing an additional 32,092 shares during the period. Regents of The University of California boosted its stake in shares of FactSet Research Systems by 118.2% in the 1st quarter. Regents of The University of California now owns 226,375 shares of the business services provider’s stock valued at $49,121,000 after purchasing an additional 122,611 shares during the last quarter. Hendley & Co. Inc. acquired a new stake in shares of FactSet Research Systems during the fourth quarter worth $2,162,000. Deane Retirement Strategies Inc. bought a new position in FactSet Research Systems during the second quarter worth $3,760,000. Finally, Kinsale Capital Group Inc. acquired a new position in FactSet Research Systems in the fourth quarter valued at $5,151,000. 91.24% of the stock is owned by institutional investors and hedge funds.

FactSet Research Systems Stock Up 0.2%

Shares of NYSE FDS opened at $309.63 on Monday. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.44. The firm has a market cap of $11.01 billion, a PE ratio of 20.40, a P/E/G ratio of 2.07 and a beta of 0.70. The company’s fifty day simple moving average is $264.27 and its 200 day simple moving average is $236.44. FactSet Research Systems Inc. has a 12-month low of $185.00 and a 12-month high of $377.07.

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 for the quarter, beating the consensus estimate of $4.44 by $0.09. The firm had revenue of $622.92 million for the quarter, compared to analyst estimates of $617.91 million. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. The business’s quarterly revenue was up 6.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.27 earnings per share. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. As a group, sell-side analysts forecast that FactSet Research Systems Inc. will post 17.76 earnings per share for the current fiscal year.

FactSet Research Systems Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Monday, August 31st will be paid 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 of this dividend is Monday, August 31st. FactSet Research Systems’s dividend payout ratio is 30.57%.

Analyst Ratings Changes

A number of analysts have commented on the stock. Barclays upped their price target on shares of FactSet Research Systems from $210.00 to $216.00 and gave the company an “underweight” rating in a research report on Monday, July 6th. UBS Group reissued a “buy” rating on shares of FactSet Research Systems in a research note on Wednesday, July 22nd. Wolfe Research upped their target price on FactSet Research Systems from $225.00 to $240.00 and gave the company an “underperform” rating in a research report on Wednesday, July 1st. Wells Fargo & Company raised their target price on FactSet Research Systems from $200.00 to $210.00 and gave the stock an “underweight” rating in a research note on Thursday, July 2nd. Finally, Weiss Ratings upgraded FactSet Research Systems from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, ten have given a Hold rating and six have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Reduce” and an average price target of $257.57.

About FactSet Research Systems

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.