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 Stock Performance

Shares of FDS opened at $231.13 on Tuesday. The company’s fifty day moving average is $214.41 and its 200-day moving average is $258.96. FactSet Research Systems Inc. has a 12 month low of $185.00 and a 12 month high of $474.79. The firm has a market cap of $8.58 billion, a price-to-earnings ratio of 14.86, a price-to-earnings-growth 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.

FactSet Research Systems (NYSE:FDSGet Free Report) last announced its quarterly earnings results on Tuesday, March 31st. The business services provider reported $4.46 EPS for the quarter, topping the consensus estimate of $4.37 by $0.09. FactSet Research Systems had a net margin of 24.48% and a return on equity of 30.25%. The company had revenue of $611.02 million for the quarter, compared to analyst estimates of $604.78 million. During the same quarter in the prior year, the business posted $4.28 EPS. FactSet Research Systems’s quarterly revenue was up 7.1% on a year-over-year basis. Equities analysts expect that FactSet Research Systems Inc. will post 17.21 EPS for the current fiscal year.

FactSet Research Systems declared that its Board of Directors has approved a stock buyback program on Thursday, December 18th that allows the company to buyback $600.00 million in outstanding shares. This buyback authorization allows the business services provider to reacquire up to 5.4% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

FactSet Research Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Friday, February 27th were paid a dividend of $1.10 per share. The ex-dividend date was Friday, February 27th. This represents a $4.40 annualized dividend and a dividend yield of 1.9%. FactSet Research Systems’s dividend payout ratio is 28.30%.

Insiders Place Their Bets

In other FactSet Research Systems news, Director Laurie Siegel sold 2,572 shares of the stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $296.25, for a total value of $761,955.00. Following the completion of the sale, the director directly owned 1,037 shares of the company’s stock, valued at $307,211.25. This represents a 71.27% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Malcolm Frank sold 2,572 shares of the stock in a transaction 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 directly owned 879 shares of the company’s stock, valued at approximately $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 corporate insiders.

Institutional Trading of FactSet Research Systems

Several large investors have recently modified their holdings of the company. Running Oak Capital LLC boosted its holdings in FactSet Research Systems by 14.0% in the 3rd quarter. Running Oak Capital LLC now owns 41,335 shares of the business services provider’s stock valued at $11,842,000 after purchasing an additional 5,072 shares during the period. Nuance Investments LLC bought a new stake in FactSet Research Systems in the 3rd quarter valued at $2,733,000. Fiera Capital Corp boosted its holdings in FactSet Research Systems by 5.3% in the 3rd quarter. Fiera Capital Corp now owns 280,187 shares of the business services provider’s stock valued at $80,271,000 after purchasing an additional 14,133 shares during the period. Financial Strategies Group Inc. bought a new stake in FactSet Research Systems in the 3rd quarter valued at $7,920,000. Finally, Mcdonald Capital Investors Inc. CA bought a new stake in FactSet Research Systems in the 3rd quarter valued at $28,320,000. 91.24% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several research firms recently issued reports on FDS. Bank of America began coverage on shares of FactSet Research Systems in a report on Tuesday, February 17th. They set an “underperform” rating and a $195.00 price objective for the company. Raymond James Financial reaffirmed a “market perform” rating on shares of FactSet Research Systems in a report on Thursday, December 18th. Stifel Nicolaus decreased their price objective on shares of FactSet Research Systems from $372.00 to $295.00 and set a “hold” rating for the company in a report on Friday, December 19th. Jefferies Financial Group reaffirmed a “hold” rating and set a $305.00 price objective on shares of FactSet Research Systems in a report on Friday, December 19th. Finally, BMO Capital Markets decreased their price objective on shares of FactSet Research Systems from $311.00 to $305.00 and set a “market perform” rating for the company in a report on Monday, December 22nd. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, nine have given a Hold rating and six have issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Reduce” and a consensus target price of $279.85.

Read Our Latest Analysis on FDS

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

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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.

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