Caxton Associates LLP Boosts Stake in FactSet Research Systems Inc. $FDS

Caxton Associates LLP raised its stake in shares of FactSet Research Systems Inc. (NYSE:FDS) by 2,252.0% during the 1st quarter, Holdings Channel reports. The fund owned 22,626 shares of the business services provider’s stock after purchasing an additional 21,664 shares during the period. Caxton Associates LLP’s holdings in FactSet Research Systems were worth $4,910,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in FDS. Compass Rose Asset Management LP bought a new position in shares of FactSet Research Systems in the 1st quarter worth $5,425,000. Systematic Financial Management LP bought a new position in FactSet Research Systems in the first quarter worth about $9,437,000. Gibbs Wealth Management purchased a new stake in shares of FactSet Research Systems during the first quarter valued at about $546,000. Globeflex Capital L P bought a new stake in shares of FactSet Research Systems in the 1st quarter valued at about $108,000. Finally, State of Wyoming purchased a new position in shares of FactSet Research Systems in the 1st quarter worth approximately $51,000. 91.24% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the stock. BMO Capital Markets increased their target price on shares of FactSet Research Systems from $257.00 to $275.00 and gave the company a “market perform” rating in a research report on Thursday, July 2nd. Jefferies Financial Group lifted their price target on shares of FactSet Research Systems from $225.00 to $253.00 and gave the stock a “hold” rating in a report on Thursday, July 2nd. Deutsche Bank Aktiengesellschaft upped their price target on FactSet Research Systems from $275.00 to $280.00 and gave the stock a “hold” rating in a research report on Thursday, July 2nd. Morgan Stanley increased their price objective on FactSet Research Systems from $228.00 to $230.00 and gave the company an “equal weight” rating in a report on Thursday, July 2nd. Finally, UBS Group reissued a “buy” rating on shares of FactSet Research Systems in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, ten have given a Hold rating and six have issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Reduce” and an average target price of $253.00.

More FactSet Research Systems News

Here are the key news stories impacting FactSet Research Systems this week:

• Positive Sentiment: Zacks Research lifted its FY2026 EPS estimate for FactSet Research Systems to $17.67 from $17.57, suggesting better near-term profitability expectations.
• Positive Sentiment: The firm also raised FY2027 EPS estimates to $19.50 from $19.19 and FY2028 EPS estimates to $21.68 from $21.33, reinforcing a stronger longer-term earnings outlook.
• Positive Sentiment: Quarterly estimates were increased for Q1 2027, Q2 2027, Q3 2027, Q4 2027, Q1 2028, Q2 2028, and Q3 2028, which points to broad-based analyst confidence in FactSet’s earnings trajectory.
• Neutral Sentiment: Even with the upgrades, Zacks’ FY2026 estimate of $17.67 is still slightly below the current consensus estimate of $17.75 per share, so the revisions are constructive but not dramatic.
• Negative Sentiment: The stock has been under pressure in recent trading, indicating investors may still be focused on broader valuation or growth concerns despite the analyst optimism.

FactSet Research Systems Stock Performance

Shares of FactSet Research Systems stock opened at $243.65 on Friday. The firm has a market capitalization of $8.67 billion, a P/E ratio of 16.05, a PEG ratio of 1.65 and a beta of 0.72. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.44. The company has a 50 day moving average price of $240.25 and a 200 day moving average price of $233.73. FactSet Research Systems Inc. has a 52 week low of $185.00 and a 52 week high of $424.62.

FactSet Research Systems (NYSE:FDS) last released its earnings results on Wednesday, July 1st. The business services provider reported $4.53 earnings per share for the quarter, topping the consensus estimate of $4.44 by $0.09. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. The company had revenue of $622.92 million for the quarter, compared to the consensus estimate of $617.91 million. During the same quarter in the previous year, the firm earned $4.27 EPS. FactSet Research Systems’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. Sell-side analysts expect that FactSet Research Systems Inc. will post 17.76 EPS for the current year.

FactSet Research Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Friday, May 29th were paid a $1.16 dividend. The ex-dividend date was Friday, May 29th. This is a positive change from FactSet Research Systems’s previous quarterly dividend of $1.10. This represents a $4.64 annualized dividend and a dividend yield of 1.9%. FactSet Research Systems’s dividend payout ratio (DPR) is 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.