Jefferies Financial Group Inc. Buys New Stake in FactSet Research Systems Inc. $FDS

Jefferies Financial Group Inc. purchased a new position in shares of FactSet Research Systems Inc. (NYSE:FDS) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 5,113 shares of the business services provider’s stock, valued at approximately $1,176,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Daiwa Securities Group Inc. boosted its stake in FactSet Research Systems by 0.4% in the second quarter. Daiwa Securities Group Inc. now owns 6,866 shares of the business services provider’s stock valued at $3,071,000 after acquiring an additional 30 shares in the last quarter. SkyView Investment Advisors LLC increased its position in shares of FactSet Research Systems by 2.7% during the second quarter. SkyView Investment Advisors LLC now owns 1,809 shares of the business services provider’s stock worth $798,000 after purchasing an additional 48 shares in the last quarter. Lafayette Investments Inc. lifted its holdings in shares of FactSet Research Systems by 1.1% in the 1st quarter. Lafayette Investments Inc. now owns 4,524 shares of the business services provider’s stock valued at $982,000 after purchasing an additional 49 shares during the last quarter. Tema ETFs LLC lifted its holdings in shares of FactSet Research Systems by 8.1% in the 2nd quarter. Tema ETFs LLC now owns 669 shares of the business services provider’s stock valued at $154,000 after purchasing an additional 50 shares during the last quarter. Finally, EverSource Wealth Advisors LLC boosted its position in shares of FactSet Research Systems by 58.6% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 138 shares of the business services provider’s stock valued at $62,000 after purchasing an additional 51 shares during the period. 91.24% of the stock is owned by hedge funds and other institutional investors.

FactSet Research Systems Stock Performance

NYSE FDS opened at $309.63 on Monday. 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 $377.07. The business’s 50-day moving average price is $264.27 and its 200 day moving average price is $236.44. The firm has a market cap of $11.01 billion, a P/E ratio of 20.40, a P/E/G ratio of 2.07 and a beta of 0.70.

FactSet Research Systems (NYSE:FDS) last posted 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. FactSet Research Systems had a return on equity of 30.68% and a net margin of 23.21%.The firm had revenue of $622.92 million during the quarter, compared to the consensus estimate of $617.91 million. During the same period in the prior year, the business earned $4.27 EPS. The firm’s revenue was up 6.4% compared to the same quarter last year. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. On average, equities research analysts expect 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 announced a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Monday, August 31st will be issued a $1.16 dividend. The ex-dividend date of this dividend is Monday, August 31st. This represents a $4.64 dividend on an annualized basis and a dividend yield of 1.5%. FactSet Research Systems’s payout ratio is presently 30.57%.

Wall Street Analyst Weigh In

FDS has been the topic of a number of research reports. UBS Group restated a “buy” rating on shares of FactSet Research Systems in a research note on Wednesday, July 22nd. Weiss Ratings upgraded FactSet Research Systems from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, July 13th. Jefferies Financial Group increased their price objective on FactSet Research Systems from $225.00 to $253.00 and gave the company a “hold” rating in a report on Thursday, July 2nd. The Goldman Sachs Group lowered shares of FactSet Research Systems from a “sell” rating to an “underweight” rating in a research report on Thursday, June 18th. Finally, Deutsche Bank Aktiengesellschaft lifted their target price on shares of FactSet Research Systems from $275.00 to $280.00 and gave the company a “hold” rating in a report on Thursday, July 2nd. One equities research 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Reduce” and an average target price of $257.57.

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.