Nisa Investment Advisors LLC Acquires 2,283 Shares of FactSet Research Systems Inc. $FDS

Nisa Investment Advisors LLC lifted its stake in FactSet Research Systems Inc. (NYSE:FDS) by 20.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund 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.

Other large investors have also recently bought and sold shares of the company. First Horizon Corp bought a new stake in FactSet Research Systems in the 3rd quarter valued at $25,000. Winnow Wealth LLC acquired a new stake in FactSet Research Systems in the 3rd quarter worth $28,000. BOKF NA increased its holdings in shares of FactSet Research Systems by 5,100.0% during the 3rd quarter. BOKF NA now owns 104 shares of the business services provider’s stock worth $30,000 after purchasing an additional 102 shares during the period. Covestor Ltd raised its position in shares of FactSet Research Systems by 53.4% during the third 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 last quarter. Finally, Board of the Pension Protection Fund acquired a new position in shares of FactSet Research Systems during the fourth quarter valued at about $35,000. 91.24% of the stock is currently owned by institutional investors and hedge funds.

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 recently weighed in on FDS shares. Wells Fargo & Company lifted their target price on FactSet Research Systems from $195.00 to $200.00 and gave the stock an “underweight” rating in a research report on Wednesday. Evercore upped their price target on FactSet Research Systems from $320.00 to $321.00 and gave the company an “in-line” rating in a report on Thursday, January 8th. Huber Research upgraded FactSet Research Systems from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, December 19th. The Goldman Sachs Group lowered their price objective on FactSet Research Systems from $253.00 to $217.00 and set a “sell” rating on the stock in a research report on Wednesday. Finally, Morgan Stanley set a $307.00 target price on FactSet Research Systems and gave the company an “equal weight” rating in a research note on Wednesday, December 17th. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, nine have assigned a Hold rating and six have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Reduce” and an average target price of $279.85.

Insider Activity

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

FactSet Research Systems Stock Up 1.1%

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

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

FactSet Research Systems Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Friday, February 27th were given a dividend of $1.10 per share. The ex-dividend date was Friday, February 27th. This represents a $4.40 annualized dividend and a yield of 1.9%. FactSet Research Systems’s dividend payout ratio is 28.30%.

FactSet Research Systems declared that its Board of Directors has approved a share buyback plan on Thursday, December 18th that permits the company to repurchase $600.00 million in outstanding shares. This repurchase authorization permits the business services provider to purchase up to 5.4% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

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.