UBS Group Issues Pessimistic Forecast for FactSet Research Systems (NYSE:FDS) Stock Price

FactSet Research Systems (NYSE:FDS) had its price objective cut by UBS Group from $425.00 to $380.00 in a research report issued on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the business services provider’s stock. UBS Group’s target price points to a potential upside of 69.30% from the stock’s previous close.

A number of other research firms also recently weighed in on FDS. BMO Capital Markets decreased their price target on shares of FactSet Research Systems from $311.00 to $305.00 and set a “market perform” rating on the stock in a research note on Monday, December 22nd. Barclays dropped their price objective on shares of FactSet Research Systems from $300.00 to $210.00 and set an “underweight” rating for the company in a research note on Monday, February 23rd. Evercore raised their price objective on shares of FactSet Research Systems from $320.00 to $321.00 and gave the stock an “in-line” rating in a report on Thursday, January 8th. Raymond James Financial reissued a “market perform” rating on shares of FactSet Research Systems in a research note on Thursday, December 18th. Finally, Bank of America began coverage on shares of FactSet Research Systems in a research report on Tuesday, February 17th. They issued an “underperform” rating and a $195.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, nine have issued a Hold rating and six have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Reduce” and an average price target of $282.23.

FactSet Research Systems Stock Performance

FactSet Research Systems stock traded up $7.47 during trading hours on Wednesday, hitting $224.46. The stock had a trading volume of 440,242 shares, compared to its average volume of 978,898. The company has a 50-day moving average of $219.11 and a two-hundred day moving average of $261.90. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 0.63. FactSet Research Systems has a fifty-two week low of $185.00 and a fifty-two week high of $474.79. The company has a market cap of $8.33 billion, a PE ratio of 14.22, a price-to-earnings-growth ratio of 2.09 and a beta of 0.75.

FactSet Research Systems (NYSE:FDS) last announced its quarterly earnings data 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 company had revenue of $611.02 million for the quarter, compared to analyst estimates of $604.78 million. FactSet Research Systems had a return on equity of 30.49% and a net margin of 25.40%.FactSet Research Systems’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter last year, the firm earned $4.28 EPS. On average, equities research analysts anticipate that FactSet Research Systems will post 17.21 EPS for the current fiscal year.

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

Insider Activity

In related news, Director Laurie Siegel sold 2,572 shares of the company’s stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $296.25, for a total transaction of $761,955.00. Following the transaction, the director owned 1,037 shares in the company, valued at $307,211.25. This represents a 71.27% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Malcolm Frank sold 2,572 shares of the stock in a transaction dated Monday, January 12th. The stock was sold at an average price of $295.70, for a total transaction of $760,540.40. Following the sale, the director directly owned 879 shares in the company, valued at approximately $259,920.30. This represents a 74.53% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.20% of the stock is owned by corporate insiders.

Institutional Trading of FactSet Research Systems

Hedge funds and other institutional investors have recently modified their holdings of the stock. Running Oak Capital LLC increased its stake in FactSet Research Systems by 14.0% during the 3rd quarter. Running Oak Capital LLC now owns 41,335 shares of the business services provider’s stock worth $11,842,000 after purchasing an additional 5,072 shares in the last quarter. Nuance Investments LLC bought a new position in FactSet Research Systems in the third quarter valued at approximately $2,733,000. Fiera Capital Corp lifted its stake 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 valued at $80,271,000 after buying an additional 14,133 shares in the last quarter. Financial Strategies Group Inc. acquired a new position in shares of FactSet Research Systems in the third quarter valued at approximately $7,920,000. Finally, Mcdonald Capital Investors Inc. CA bought a new stake in shares of FactSet Research Systems during the third quarter worth $28,320,000. Institutional investors and hedge funds own 91.24% of the company’s stock.

FactSet Research Systems News Summary

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

• Positive Sentiment: Reported quarter showed a non‑GAAP EPS beat and revenue upside, supporting near‑term sentiment as core profitability held up. FactSet Research Systems Non-GAAP EPS of $4.46 beats by $0.08, revenue of $611M beats by $6.05M
• Positive Sentiment: Company reported Q2 revenue growth (up 7.1% Y/Y) and raised/or reiterated guidance elements (organic ASV growth), which supports forward revenue visibility. FactSet Reports Results for Second Quarter 2026
• Positive Sentiment: Market reaction was favorable — multiple outlets report shares jumped (~7%) after the earnings beat, reflecting investor relief on the top‑line and non‑GAAP beat. FactSet shares jump nearly 7% after earnings beat
• Positive Sentiment: Launched an AI‑native banking solution in partnership with Finster AI — a strategic product push that could expand addressable market and drive incremental bookings. FactSet Accelerates Innovation in Banking with Launch of a New AI-Native Solution in Partnership with Finster AI
• Positive Sentiment: Analyst/idea pieces argue the stock is undervalued (valuation multiple “too cheap” / case for rebound), which can attract value investors after the multi‑month pullback. FactSet Research Systems: Valuation Multiple Is Too Cheap
• Neutral Sentiment: Coverage pieces note FactSet’s improving momentum among Russell 1000 / S&P 500 peers, useful context but not a direct catalyst. FactSet (NYSE:FDS) Shows Financial Momentum Rising In Russell 1000 Index Stocks
• Negative Sentiment: The earnings call/transcript contains mixed signals — some reports reference a GAAP or adjusted EPS miss in parts of commentary (investors may be parsing one‑time items or accounting differences). FactSet Research Systems Inc. (NYSE:FDS) Q2 2026 Earnings Call Transcript

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.