Caitlin John LLC Takes Position in FactSet Research Systems Inc. $FDS

Caitlin John LLC purchased a new stake in FactSet Research Systems Inc. (NYSE:FDS) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 3,865 shares of the business services provider’s stock, valued at approximately $889,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. BOKF NA grew its position 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 buying an additional 102 shares in the last quarter. Navalign LLC bought a new stake in shares of FactSet Research Systems in the fourth quarter valued at about $32,000. Litman Gregory Wealth Management LLC purchased a new stake in FactSet Research Systems in the fourth quarter worth about $32,000. Elyxium Wealth LLC purchased a new stake in FactSet Research Systems in the fourth quarter worth about $35,000. Finally, Geneos Wealth Management Inc. grew its holdings in FactSet Research Systems by 188.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 98 shares of the business services provider’s stock worth $45,000 after acquiring an additional 64 shares in the last quarter. Institutional investors own 91.24% of the company’s stock.

FactSet Research Systems Stock Up 3.2%

FDS stock opened at $304.81 on Friday. The stock has a market capitalization of $10.84 billion, a PE ratio of 20.08, a price-to-earnings-growth ratio of 1.98 and a beta of 0.70. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.44. FactSet Research Systems Inc. has a 52 week low of $185.00 and a 52 week high of $381.68. The firm has a 50 day moving average of $262.53 and a 200 day moving average of $235.69.

FactSet Research Systems (NYSE:FDS) last issued its earnings results on Wednesday, July 1st. The business services provider reported $4.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.44 by $0.09. FactSet Research Systems had a return on equity of 30.68% and a net margin of 23.21%.The company had revenue of $622.92 million during the quarter, compared to analyst estimates of $617.91 million. During the same quarter last year, the business posted $4.27 EPS. The firm’s quarterly revenue was up 6.4% on a year-over-year basis. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. Sell-side analysts forecast that FactSet Research Systems Inc. will post 17.76 earnings per share for the current year.

FactSet Research Systems Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Monday, August 31st will be given a dividend of $1.16 per share. This represents a $4.64 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Monday, August 31st. FactSet Research Systems’s dividend payout ratio (DPR) is currently 30.57%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Jefferies Financial Group boosted their price target on shares of FactSet Research Systems from $225.00 to $253.00 and gave the company a “hold” rating in a report on Thursday, July 2nd. BMO Capital Markets lifted their price objective on shares of FactSet Research Systems from $257.00 to $275.00 and gave the company a “market perform” rating in a report on Thursday, July 2nd. Morgan Stanley boosted their price objective on shares of FactSet Research Systems from $228.00 to $230.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 2nd. The Goldman Sachs Group lowered FactSet Research Systems from a “sell” rating to an “underweight” rating in a report on Thursday, June 18th. Finally, Barclays upped their price objective on FactSet Research Systems from $210.00 to $216.00 and gave the stock an “underweight” rating in a research note on Monday, July 6th. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, ten have assigned a Hold rating and six have assigned a Sell rating to the stock. Based on data from MarketBeat.com, FactSet Research Systems currently has an average rating of “Reduce” and a consensus target price 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.