FactSet Research Systems Inc. $FDS Shares Acquired by Morningstar Investment Management LLC

Morningstar Investment Management LLC increased its position in shares of FactSet Research Systems Inc. (NYSE:FDS) by 138.1% during the 1st quarter, Holdings Channel reports. The institutional investor owned 7,299 shares of the business services provider’s stock after purchasing an additional 4,234 shares during the quarter. Morningstar Investment Management LLC’s holdings in FactSet Research Systems were worth $1,584,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in FDS. Northwestern Mutual Wealth Management Co. increased its stake in FactSet Research Systems by 444,058.1% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 13,857,733 shares of the business services provider’s stock worth $4,021,376,000 after acquiring an additional 13,854,613 shares during the last quarter. Bamco Inc. NY raised its position in FactSet Research Systems by 58.8% in the fourth quarter. Bamco Inc. NY now owns 2,888,845 shares of the business services provider’s stock valued at $838,314,000 after purchasing an additional 1,069,786 shares during the period. State Street Corp lifted its stake in shares of FactSet Research Systems by 1.2% in the 3rd quarter. State Street Corp now owns 1,961,231 shares of the business services provider’s stock valued at $561,873,000 after purchasing an additional 23,660 shares during the last quarter. Invesco Ltd. lifted its stake in shares of FactSet Research Systems by 16.2% in the 3rd quarter. Invesco Ltd. now owns 793,832 shares of the business services provider’s stock valued at $227,425,000 after purchasing an additional 110,686 shares during the last quarter. Finally, AQR Capital Management LLC grew its holdings in shares of FactSet Research Systems by 4,547.4% during the 4th quarter. AQR Capital Management LLC now owns 705,062 shares of the business services provider’s stock worth $204,602,000 after purchasing an additional 689,891 shares during the period. 91.24% of the stock is currently owned by institutional investors and hedge funds.

FactSet Research Systems Trading Up 4.4%

Shares of NYSE FDS opened at $254.61 on Friday. FactSet Research Systems Inc. has a twelve month low of $185.00 and a twelve month high of $424.62. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.44. The stock has a fifty day simple moving average of $241.09 and a 200-day simple moving average of $233.88. The stock has a market capitalization of $9.06 billion, a PE ratio of 16.77, a PEG ratio of 1.71 and a beta of 0.72.

FactSet Research Systems (NYSE:FDS) last posted its quarterly earnings data on Wednesday, July 1st. The business services provider reported $4.53 earnings per share (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 for the quarter, compared to the consensus estimate of $617.91 million. During the same quarter in the previous year, the business earned $4.27 EPS. The company’s quarterly 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 analysts forecast that FactSet Research Systems Inc. will post 17.76 earnings per share for the current year.

FactSet Research Systems Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Shareholders of record on Friday, May 29th were paid a dividend of $1.16 per share. This represents a $4.64 dividend on an annualized basis and a yield of 1.8%. This is a boost from FactSet Research Systems’s previous quarterly dividend of $1.10. The ex-dividend date was Friday, May 29th. FactSet Research Systems’s payout ratio is currently 30.57%.

Analyst Ratings Changes

A number of brokerages recently issued reports on FDS. Wolfe Research raised their price objective on FactSet Research Systems from $225.00 to $240.00 and gave the stock an “underperform” rating in a research report on Wednesday, July 1st. Rothschild & Co Redburn cut shares of FactSet Research Systems from a “neutral” rating to a “sell” rating and set a $215.00 target price on the stock. in a research report on Thursday, June 18th. Deutsche Bank Aktiengesellschaft increased their target price on shares of FactSet Research Systems from $275.00 to $280.00 and gave the stock a “hold” rating in a research note on Thursday, July 2nd. Weiss Ratings upgraded shares of FactSet Research Systems from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, July 13th. Finally, Bank of America boosted their price target on shares of FactSet Research Systems from $205.00 to $210.00 and gave the company an “underperform” rating in a research note on Thursday, July 2nd. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, ten have assigned a Hold rating and six have given a Sell rating to the stock. According to data from MarketBeat.com, FactSet Research Systems has an average rating of “Reduce” and an average price target of $253.00.

Key Stories Impacting FactSet Research Systems

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

• Positive Sentiment: FactSet said Curi adopted its portfolio analytics suite, expanding FactSet’s reach in the insurance market and signaling continued demand for its data and analytics products. FactSet (FDS) Expands Insurance Reach As Curi Adopts Its Portfolio Analytics Suite
• Positive Sentiment: Zacks Research raised earnings estimates for multiple upcoming periods, including FY2026, FY2027, and FY2028, suggesting expectations for stronger profitability ahead.
• Positive Sentiment: The company’s recent quarterly results beat Wall Street expectations on both EPS and revenue, which supports the view that FactSet’s business remains resilient.
• Neutral Sentiment: Analysts’ estimate changes for individual quarters were mixed, with some near-term revisions slightly lower and others higher, so the impact is more incremental than transformative.

FactSet Research Systems Company 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.