United Capital Financial Advisors LLC Acquires Shares of 3,465 FactSet Research Systems Inc. $FDS

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

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Geneos Wealth Management Inc. raised its holdings in shares of FactSet Research Systems by 188.2% in the first quarter. Geneos Wealth Management Inc. now owns 98 shares of the business services provider’s stock valued at $45,000 after purchasing an additional 64 shares during the last quarter. BOKF NA raised its stake 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. Navalign LLC purchased a new position in shares of FactSet Research Systems in the 4th quarter worth about $32,000. Litman Gregory Wealth Management LLC purchased a new position in shares of FactSet Research Systems in the 4th quarter worth about $32,000. Finally, MUFG Securities EMEA plc bought a new position in FactSet Research Systems during the second quarter valued at about $50,000. 91.24% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the stock. Morgan Stanley raised 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 report on Thursday, July 2nd. The Goldman Sachs Group cut shares of FactSet Research Systems from a “sell” rating to an “underweight” rating in a research note on Thursday, June 18th. UBS Group reissued a “buy” rating on shares of FactSet Research Systems in a research report on Wednesday, July 22nd. Weiss Ratings raised shares of FactSet Research Systems from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, July 13th. Finally, Barclays upped their price objective on FactSet Research Systems from $210.00 to $216.00 and gave the company an “underweight” rating in a research note on Monday, July 6th. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, ten have issued a Hold rating and six have assigned a Sell rating to the company. According to data from MarketBeat.com, FactSet Research Systems currently has a consensus rating of “Reduce” and an average price target of $257.57.

FactSet Research Systems Trading Up 0.2%

Shares of FDS opened at $309.63 on Monday. FactSet Research Systems Inc. has a fifty-two week low of $185.00 and a fifty-two week high of $377.07. The business has a 50-day moving average of $264.27 and a 200 day moving average of $236.44. The firm has a market cap of $11.01 billion, a P/E ratio of 20.40, a price-to-earnings-growth ratio of 2.07 and a beta of 0.70. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.68 and a current ratio of 0.68.

FactSet Research Systems (NYSE:FDS) last released its quarterly earnings data on Wednesday, July 1st. The business services provider reported $4.53 EPS for the quarter, beating the consensus estimate of $4.44 by $0.09. The business had revenue of $622.92 million for the quarter, compared to the consensus estimate of $617.91 million. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. The company’s revenue was up 6.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $4.27 earnings per share. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. As a group, research analysts forecast that FactSet Research Systems Inc. will post 17.76 EPS for the current year.

FactSet Research Systems Announces Dividend

The firm 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 dividend yield of 1.5%. The ex-dividend date is Monday, August 31st. FactSet Research Systems’s dividend payout ratio is presently 30.57%.

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.