Marks Group Wealth Management Inc Decreases Stock Holdings in FactSet Research Systems Inc. $FDS

Marks Group Wealth Management Inc reduced its position in shares of FactSet Research Systems Inc. (NYSE:FDS) by 9.9% in the third quarter, according to its most recent filing with the SEC. The fund owned 30,096 shares of the business services provider’s stock after selling 3,322 shares during the quarter. Marks Group Wealth Management Inc’s holdings in FactSet Research Systems were worth $8,622,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of FDS. Running Oak Capital LLC lifted its stake in shares of FactSet Research Systems by 14.0% in the 3rd quarter. Running Oak Capital LLC now owns 41,335 shares of the business services provider’s stock valued at $11,842,000 after purchasing an additional 5,072 shares during the last quarter. Nuance Investments LLC purchased a new stake in FactSet Research Systems during the 3rd quarter valued at $2,733,000. Financial Strategies Group Inc. bought a new stake in FactSet Research Systems in the third quarter worth $7,920,000. Fiera Capital Corp lifted its position in FactSet Research Systems by 5.3% in the third quarter. Fiera Capital Corp now owns 280,187 shares of the business services provider’s stock worth $80,271,000 after buying an additional 14,133 shares during the last quarter. Finally, Investment House LLC purchased a new position in FactSet Research Systems during the third quarter worth $2,951,000. Institutional investors own 91.24% of the company’s stock.

Insider Buying and Selling at FactSet Research Systems

In related news, Director Laurie Siegel sold 2,572 shares of FactSet Research Systems stock in a transaction dated Thursday, January 8th. The stock was sold at an average price of $296.25, for a total value of $761,955.00. Following the completion of the transaction, the director owned 1,037 shares in the company, valued at $307,211.25. The trade was a 71.27% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Malcolm Frank sold 2,572 shares of the business’s 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 sale, the director directly owned 879 shares of the company’s stock, valued at approximately $259,920.30. The trade was a 74.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.20% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the stock. UBS Group reissued a “buy” rating on shares of FactSet Research Systems in a research note on Friday, December 19th. Zacks Research upgraded shares of FactSet Research Systems from a “strong sell” rating to a “hold” rating in a report on Friday, December 5th. The Goldman Sachs Group decreased their price objective on shares of FactSet Research Systems from $282.00 to $253.00 and set a “sell” rating for the company in a research note on Friday, December 19th. Huber Research upgraded FactSet Research Systems from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, December 19th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of FactSet Research Systems in a research note on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, nine have given a Hold rating and six have issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Reduce” and an average target price of $298.54.

FactSet Research Systems Price Performance

Shares of FDS stock opened at $195.06 on Monday. FactSet Research Systems Inc. has a twelve month low of $185.00 and a twelve month high of $474.79. The stock has a fifty day simple moving average of $262.72 and a two-hundred day simple moving average of $293.30. The stock has a market capitalization of $7.24 billion, a price-to-earnings ratio of 12.41, a P/E/G ratio of 2.01 and a beta of 0.73. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 0.63.

FactSet Research Systems (NYSE:FDS) last announced its earnings results on Thursday, December 18th. The business services provider reported $4.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.36 by $0.15. FactSet Research Systems had a return on equity of 30.49% and a net margin of 25.40%.The business had revenue of $607.62 million for the quarter, compared to analysts’ expectations of $599.69 million. During the same quarter last year, the firm earned $4.37 EPS. The business’s revenue for the quarter was up 6.8% on a year-over-year basis. FactSet Research Systems has set its FY 2026 guidance at 16.900-17.600 EPS. On average, analysts predict that FactSet Research Systems Inc. will post 17.21 EPS for the current fiscal year.

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

FactSet Research Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Friday, February 27th will be given a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 2.3%. The ex-dividend date is Friday, February 27th. FactSet Research Systems’s dividend payout ratio is currently 27.99%.

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.