FactSet Research Systems (NYSE:FDS) Shares Unloaded Sen. Shelley Moore Capito

Senator Shelley Moore Capito (Republican-West Virginia) recently sold shares of FactSet Research Systems Inc. (NYSE:FDS). In a filing disclosed on April 04th, the Senator disclosed that they had sold between $1,001 and $15,000 in FactSet Research Systems stock on March 25th.

Senator Shelley Moore Capito also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of FactSet Research Systems (NYSE:FDS) on 3/31/2026.
• Sold $1,001 – $15,000 in shares of FactSet Research Systems (NYSE:FDS) on 3/26/2026.
• Purchased $1,001 – $15,000 in shares of The PNC Financial Services Group (NYSE:PNC) on 3/12/2026.
• Purchased $1,001 – $15,000 in shares of American Express (NYSE:AXP) on 3/11/2026.
• Sold $1,001 – $15,000 in shares of Illinois Tool Works (NYSE:ITW) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Paychex (NASDAQ:PAYX) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of Analog Devices (NASDAQ:ADI) on 2/10/2026.
• Sold $1,001 – $15,000 in shares of BlackRock (NYSE:BLK) on 2/10/2026.
• Purchased $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 2/9/2026.
• Sold $1,001 – $15,000 in shares of Starbucks (NASDAQ:SBUX) on 1/28/2026.

FactSet Research Systems Trading Down 1.6%

Shares of NYSE FDS traded down $3.75 during trading on Tuesday, reaching $227.19. The company had a trading volume of 105,184 shares, compared to its average volume of 983,394. The stock has a market cap of $8.43 billion, a P/E ratio of 14.61, a PEG ratio of 2.13 and a beta of 0.73. The company has a quick ratio of 1.54, a current ratio of 1.43 and a debt-to-equity ratio of 0.64. The company’s fifty day moving average price is $214.41 and its 200-day moving average price is $258.96. FactSet Research Systems Inc. has a 12 month low of $185.00 and a 12 month high of $474.79.

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 (EPS) 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 company had revenue of $611.02 million for the quarter, compared to the consensus estimate of $604.78 million. During the same period in the previous year, the business earned $4.28 EPS. The firm’s revenue was up 7.1% compared to the same quarter last year. As a group, research analysts expect that FactSet Research Systems Inc. will post 17.21 earnings per share for the current year.

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

FactSet Research Systems Announces Dividend

The company also recently disclosed 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 dividend on an annualized basis and a yield of 1.9%. FactSet Research Systems’s payout ratio is currently 28.30%.

Analysts Set New Price Targets

A number of analysts have issued reports on the company. Morgan Stanley set a $307.00 target price on FactSet Research Systems and gave the stock an “equal weight” rating in a research report on Wednesday, December 17th. The Goldman Sachs Group decreased their price objective on FactSet Research Systems from $253.00 to $217.00 and set a “sell” rating on the stock in a report on Wednesday, April 1st. Huber Research upgraded FactSet Research Systems from a “strong sell” rating to a “strong-buy” rating in a report on Friday, December 19th. Barclays cut their price objective on FactSet Research Systems from $300.00 to $210.00 and set an “underweight” rating on the stock in a research report on Monday, February 23rd. Finally, Wells Fargo & Company upped their price objective on FactSet Research Systems from $195.00 to $200.00 and gave the company an “underweight” rating in a research report on Wednesday, April 1st. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, nine have issued a Hold rating and six have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Reduce” and an average price target of $279.85.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in FDS. First Horizon Corp bought a new position in shares of FactSet Research Systems in the 3rd quarter valued at about $25,000. Cromwell Holdings LLC bought a new position in shares of FactSet Research Systems in the 4th quarter valued at about $26,000. WPG Advisers LLC lifted its holdings in shares of FactSet Research Systems by 76.9% in the 4th quarter. WPG Advisers LLC now owns 92 shares of the business services provider’s stock valued at $27,000 after acquiring an additional 40 shares during the last quarter. Winnow Wealth LLC bought a new position in shares of FactSet Research Systems in the 3rd quarter valued at about $28,000. Finally, Field & Main Bank bought a new position in shares of FactSet Research Systems in the 4th quarter valued at about $29,000. Hedge funds and other institutional investors own 91.24% of the company’s stock.

Insider Transactions at FactSet Research Systems

In other news, Director Malcolm Frank sold 2,572 shares of FactSet Research Systems 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 completion of the sale, the director owned 879 shares of the company’s stock, valued at approximately $259,920.30. The trade was a 74.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Laurie Siegel sold 2,572 shares of FactSet Research Systems stock in a transaction on Thursday, January 8th. The stock was sold at an average price of $296.25, for a total transaction of $761,955.00. Following the completion of the transaction, the director directly owned 1,037 shares in the company, valued at $307,211.25. This 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 currently owned by company insiders.

About Senator Capito

Shelley Moore Capito (Republican Party) is a member of the U.S. Senate from West Virginia. She assumed office on January 3, 2015. Her current term ends on January 3, 2027. Capito (Republican Party) ran for re-election to the U.S. Senate to represent West Virginia. She won in the general election on November 3, 2020. Capito was first elected to the Senate in 2014, becoming the first female U.S. Senator in the state’s history. Prior to serving in the Senate, Capito was a member of the West Virginia House of Representatives from 1997 to 2001 and a member of the United States House of Representatives from 2001 to 2015. At the start of the 116th Congress, Capito was a member of the U.S. Senate committees on Appropriations, Commerce, Science, and Transportation, Environment and Public Works, and Rules and Administration. As of a 2014 analysis of multiple outside rankings, Capito is a more moderate right of center Republican Party vote. As a result, she may break with the Republican Party line more than her fellow members. Capito earned her bachelor’s degree from Duke University. After earning her M.Ed. from the University of Virginia, Capito was a college counselor and then director of an educational information center. She was the only Republican in the West Virginia congressional delegation until the 2010 elections and is the first Republican woman elected to Congress from West Virginia. Capito is a former chairwoman of the Congressional Caucus for Women’s Issues, as well as a member of the Congressional Arts Caucus. After an explosion responsible for the death of 29 coal workers, Capito founded the Congressional Coal Caucus. Prior to her election to the U.S. House, Capito served in the West Virginia House of Delegates.

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.