FactSet Research Systems Inc. $FDS Shares Purchased by First Trust Advisors LP

First Trust Advisors LP raised its holdings in shares of FactSet Research Systems Inc. (NYSE:FDS) by 1,221.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 160,446 shares of the business services provider’s stock after purchasing an additional 148,301 shares during the period. First Trust Advisors LP owned about 0.43% of FactSet Research Systems worth $45,966,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. First Horizon Corp bought a new stake in shares of FactSet Research Systems during the 3rd quarter valued at about $25,000. Generali Investments Management Co LLC acquired a new stake in FactSet Research Systems during the second quarter worth about $42,000. Winnow Wealth LLC bought a new position in FactSet Research Systems in the third quarter worth about $28,000. Geneos Wealth Management Inc. lifted its holdings in 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 worth $45,000 after acquiring an additional 64 shares during the last quarter. Finally, CYBER HORNET ETFs LLC acquired a new position in FactSet Research Systems in the second quarter valued at approximately $45,000. 91.24% of the stock is currently owned by institutional investors.

Insider Transactions at FactSet Research Systems

In other FactSet Research Systems news, Director Laurie Siegel sold 2,572 shares of the firm’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 of the company’s stock, valued at approximately $307,211.25. This trade represents a 71.27% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Malcolm Frank sold 2,572 shares of the business’s 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 owned 879 shares in the company, valued at $259,920.30. This trade represents a 74.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.20% of the stock is owned by insiders.

FactSet Research Systems Stock Performance

FDS opened at $205.35 on Thursday. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 0.63. The business’s 50 day moving average is $243.06 and its 200-day moving average is $279.09. The stock has a market cap of $7.62 billion, a PE ratio of 13.06, a price-to-earnings-growth ratio of 2.19 and a beta of 0.75. FactSet Research Systems Inc. has a twelve month low of $185.00 and a twelve month high of $474.79.

FactSet Research Systems (NYSE:FDS) last posted its earnings results on Thursday, December 18th. The business services provider reported $4.51 EPS for the quarter, beating the consensus estimate of $4.36 by $0.15. The firm had revenue of $607.62 million for the quarter, compared to analysts’ expectations of $599.69 million. FactSet Research Systems had a return on equity of 30.49% and a net margin of 25.40%.The firm’s revenue was up 6.8% compared to the same quarter last year. During the same period last year, the firm earned $4.37 EPS. 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 earnings per share for the current year.

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

FactSet Research Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, February 27th will be paid a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date is Friday, February 27th. FactSet Research Systems’s payout ratio is currently 27.99%.

Analysts Set New Price Targets

FDS has been the subject of several recent research reports. Zacks Research raised FactSet Research Systems from a “strong sell” rating to a “hold” rating in a report on Friday, December 5th. Bank of America assumed coverage on FactSet Research Systems in a research report on Tuesday, February 17th. They set an “underperform” rating and a $195.00 price objective for the company. Wolfe Research restated an “underperform” rating and set a $290.00 price objective on shares of FactSet Research Systems in a research note on Friday, November 14th. Raymond James Financial reaffirmed a “market perform” rating on shares of FactSet Research Systems in a research report on Thursday, December 18th. Finally, Royal Bank Of Canada reiterated a “sector perform” rating and issued a $320.00 target price on shares of FactSet Research Systems in a research note on Friday, December 19th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, nine have assigned a Hold rating and six have issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Reduce” and a consensus target price of $291.62.

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.