FactSet Research Systems (FDS) saw its stock price decline by 1.02% to EUR 233.85 on September 29, 2026, following the announcement of a strategic acquisition of BCC Group International GmbH. The deal, finalized around September 22, 2026, involves the purchase of a German software developer specializing in cloud-native and hybrid market data distribution technologies.
The acquisition integrates BCC Group's ONE Platform into FactSet's Real-Time Solution Suite, expanding its infrastructure capabilities for real-time market data without altering its core research and analytics offerings. This move positions FactSet to offer flexible deployment options including cloud, on-premises, and hybrid environments, strengthening its product suite in the financial data sector.
Financially, Fiscal Q3 2026 revenue reached USD 622.90 million, representing a 6.40% year-over-year increase. Adjusted diluted earnings per share rose 6.10% to USD 4.53, while GAAP diluted EPS decreased 9.60% to USD 3.50 due to acquisition-related costs. The company reaffirmed its full-year fiscal 2026 guidance for GAAP revenue between USD 2.45 billion and USD 2.47 billion.
Analyst sentiment remains cautiously positive, with Jefferies raising its price target from USD 253.00 to USD 285.00 while maintaining a Hold rating. The stock trades within a 52-week range of USD 185.00 to USD 320.48, currently priced 17.35% below its yearly high, reflecting market reaction to the acquisition and mixed earnings metrics.
📉 FactSet stock fell 1.02% after announcing a data deal.
🤝 Company acquired German cloud-native developer BCC Group International GmbH.
☁️ Integrating BCC's ONE Platform into Real-Time Solution Suite with hybrid options.
💰 Q3 2026 revenue grew 6.40% to USD 622.9 million.
📈 Jefferies raised price target to USD 285 while maintaining Hold rating.
📉 FactSet stock fell 1.02% to EUR 233.85 on September 29, 2026, following the announcement of a data deal.
🤝 The company acquired BCC Group International GmbH, a German developer focused on cloud-native market data distribution.
☁️ The ONE Platform from BCC is being integrated into FactSet's Real-Time Solution Suite with hybrid deployment options.
FactSet Research Systems is approaching its fiscal fourth-quarter earnings report scheduled for September 30, 2026. The company's stock closed at USD 273.15 on September 25, 2026, reflecting a modest gain of 0.70 percent during the session. Analysts anticipate the upcoming results will show significant growth compared to the year-ago quarter.
Consensus estimates project earnings per share of USD 4.35 and revenue of USD 629.79 million for the quarter ended August 31, 2026. These figures represent a substantial increase over the previous year's performance, with expected revenue rising by approximately USD 33.25 million or 5.57 percent, and EPS improving by USD 0.30.
Market sentiment remains cautiously constructive regarding valuation despite Hold ratings from major institutions like Jefferies and Deutsche Bank. Analysts have raised price targets, with Jefferies increasing its target to USD 285 and Deutsche Bank to USD 299, suggesting potential upside if the earnings release validates the expected revenue expansion.
📅 FDS reports Q4 results on September 30, 2026 before market open.
💰 Analysts expect revenue of USD 629.79 million, up 5.57%.
📈 Consensus EPS estimates stand at USD 4.35.
🏦 Jefferies raised price target to USD 285 with Hold rating.
🏛 Deutsche Bank increased price target to USD 299 with Hold rating.
📅 FactSet Research Systems is set to report fiscal fourth-quarter results on September 30, 2026, before the market opens.
💰 Analysts expect quarterly revenue of USD 629.79 million, marking a 5.57 percent increase over the year-ago quarter.
📈 Consensus EPS estimates stand at USD 4.35, implying a USD 0.30 improvement compared to the same quarter last year.
🏦 Jefferies raised its price target to USD 285 while maintaining a Hold rating on the stock.
🏛 Deutsche Bank increased its price target to USD 299 but retained its Hold rating for FactSet Research Systems.
📉 The stock closed at USD 273.15 on September 25, trading 14.77 percent below its 52-week high of USD 320.48.
💼 FactSet operates in the Financial Services sector, specifically within Financial Data & Stock Exchanges.
📊 The company has a market capitalization of approximately USD 9.7 billion as of September 25, 2026.
Bullish Signals
Revenue expected at USD 629.79M, up 5.57% YoY.
Consensus EPS estimates reach USD 4.35.
Jefferies raised price target to USD 285.
Deutsche Bank lifted price target to USD 299.
Bullish Signals
Analysts expect quarterly revenue to reach USD 629.79 million, representing a significant 5.57 percent increase over the year-ago quarter.
Consensus EPS estimates of USD 4.35 indicate a projected improvement of USD 0.30 compared to the previous year's performance.
Jefferies raised its price target from USD 253 to USD 285, signaling increased valuation interest despite maintaining a Hold rating.
Deutsche Bank lifted its price target to USD 299, suggesting analysts see potential upside in the current trading range.
AI integrationCompany updateNew AI featuresAI-generated analysis
FactSet Research Systems (FDS) released results for the August 2026 quarter, meeting analyst expectations that previously projected a negative earnings surprise and neutral outlook. The company is simultaneously executing an expanded partnership with Google Cloud, announced in June, to integrate new AI tools directly into its financial data platform.
The investment narrative centers on whether FactSet can maintain subscription growth and client retention while facing slower price increases and elevated technology costs from heavy cloud spending. Analysts are closely watching the execution of GenAI products like Pitch Creator and conversational APIs, which aim to drive Annualized Subscription Value (ASV) growth and cross-sell opportunities.
Forward-looking estimates suggest FactSet could reach revenues of US$2.9 billion and earnings of US$733.6 million by 2029, implying a revenue growth rate of 5.8% per year. However, some analysts maintain a more cautious stance, projecting lower earnings around US$695.5 million by 2029 due to concerns that persistent pressure in asset management and banking sectors could squeeze profitability despite the AI roadmap.
☁️ Expanded Google Cloud partnership embeds new AI tools.
🤖 Rolling out GenAI products like Pitch Creator and APIs.
💰 Analysts forecast US$2.9B revenue and US$733.6M earnings by 2029.
⚠️ High tech costs and debt risk profitability if AI uptake slows.
📅 FactSet Research Systems released August 2026 quarter results that aligned with analyst expectations of a neutral outlook.
☁️ The firm has expanded its partnership with Google Cloud to embed new AI tools into its core platform.
🤖 FactSet is rolling out GenAI products including Pitch Creator and conversational APIs to drive adoption.
💰 Analysts forecast FactSet revenues could reach US$2.9 billion and earnings of US$733.6 million by 2029.
⚠️ Elevated technology costs and debt levels remain risks that could squeeze profitability if AI uptake is slow.
📉 Some analysts project a more cautious earnings trajectory of around US$695.5 million by 2029 due to sector headwinds.
Bullish Signals
Q2 2026 results met expectations, avoiding anticipated negative surprise.
Expanded Google Cloud partnership integrates AI tools for growth.
Risk Factors
Asset/banking pressure + tech costs may squeeze profits more than expected.
Heavy cloud/AI spending could drag margins if GenAI uptake lags.
Bullish Signals
FactSet Research Systems released August 2026 quarter results that met analyst expectations, avoiding the negative earnings surprise previously anticipated.
The expanded Google Cloud partnership enables the integration of new AI tools into the platform to support revenue growth and operational efficiency.
Risk Factors
Persistent pressure in asset management and banking sectors combined with elevated technology costs poses a risk of squeezing profitability more than expected.
Heavy cloud and AI spending could drag on margins if the uptake of new GenAI features like Pitch Creator is slower than hoped.
FactSet Research Systems Inc. shares opened at $283.87 on the New York Stock Exchange on September 21, 2026, trading above the average 12-month analyst target of $266.36. The company has provided fiscal 2026 earnings per share guidance ranging from $17.25 to $17.75, establishing a valuation context where the current price represents approximately 16.2 times the midpoint of that guidance.
Analyst expectations for quarterly earnings are set at $4.35 per share, reflecting a year-over-year increase of 7.4% compared to the prior period's $4.05. Recent analyst actions highlight a divergence in market views, with Deutsche Bank raising its price target to $299 and Morgan Stanley lifting theirs to $300, while both institutions maintained their Hold and Equal-Weight ratings respectively.
The upcoming earnings release scheduled for September 30, 2026, serves as the critical test for whether FactSet Research can sustain its current valuation against its fiscal guidance. The consensus estimate for the quarter sits at $4.34 per share, slightly below the $4.35 reported by ScanX, indicating that future execution will be the primary driver of stock performance rather than simple analyst target revisions.
Operating within the Financials sector as a provider of financial information services, FactSet Research faces a valuation sensitivity where the gap between its opening price and average analyst target suggests investors are pricing in strong execution capabilities. The company's ability to meet or exceed its fiscal 2026 EPS guidance will be the definitive benchmark for validating its current market premium.
📈 FDS stock opened at $283.87, trading above the $266.36 average analyst target.
🎯 Company guided fiscal 2026 EPS between $17.25 and $17.75.
📊 Analysts expect quarterly earnings of $4.35 per share, a 7.4% increase.
🏦 Deutsche Bank raised price target to $299 while retaining Hold rating.
📅 Next earnings reporting date is set for September 30, 2026.
📈 FactSet Research stock opened at $283.87 on September 21, 2026, trading above the average 12-month analyst target of $266.36.
🎯 The company has guided fiscal 2026 earnings per share to a range between $17.25 and $17.75.
📊 Analysts expect quarterly earnings of $4.35 per share, representing a 7.4% year-over-year increase over the prior period.
🏦 Deutsche Bank raised its price target from $280 to $299 while retaining a Hold rating on FactSet Research.
📈 Morgan Stanley lifted its price target from $230 to $300, maintaining an Equal-Weight rating.
📅 The next scheduled earnings reporting date is set for September 30, 2026.
🔍 The consensus estimate for the quarter is $4.34 per share, slightly below the $4.35 estimate reported by ScanX.
💰 FactSet Research operates in the Financials sector providing financial information services to analysts and institutions.
⚖️ The current valuation implies a premium where the opening price is approximately 16.2 times the midpoint of fiscal guidance.
📉 The average analyst target remains $17.51 below the September 21 opening price, indicating a 6.2% discount to current market levels.
Bullish Signals
Stock opened at $283.87 above average analyst target of $266.36.
Deutsche Bank raised price target from $280 to $299.
Morgan Stanley lifted price target from $230 to $300.
Analysts expect quarterly earnings of $4.35, up 7.4% year-over-year.
Risk Factors
Stock trades $17.51 above analyst target of $266.36.
Consensus EPS estimate lowered to $4.34 from $4.35.
Bullish Signals
FactSet Research stock opened at $283.87 on September 21, 2026, trading above the average 12-month analyst target of $266.36.
Deutsche Bank raised its price target from $280 to $299 while retaining a Hold rating on FactSet Research.
Morgan Stanley lifted its price target from $230 to $300, maintaining an Equal-Weight rating on the company.
Analysts expect quarterly earnings of $4.35 per share, reflecting a 7.4% year-over-year increase compared to the prior period.
Risk Factors
The average analyst target of $266.36 remains $17.51 below the September 21 opening price, indicating the stock is trading at a premium to consensus estimates.
The consensus estimate for the quarter is $4.34 per share, which is slightly lower than the $4.35 estimate reported by ScanX.
FactSet Research Systems Inc. stock has gained more than 9 percent in recent trading sessions, driven by renewed investor attention on its strategic artificial intelligence partnerships and solid fundamental performance as of September 20, 2026. The company is deepening collaborations with major technology players including Google Cloud and TIFIN.AI to strengthen its competitive position within the financial data and analytics sector.
Fundamental analysis highlights a history of mid-teens revenue growth and operating margins in the mid-20 percent range for the most recently reported fiscal year, which ended within the last 24 months. Analyst consensus projects earnings per share of $17.77 for the current fiscal year, with an average target price set at $266.36, reflecting a mix of Strong Buy and Hold ratings alongside some Sell recommendations.
Despite the recent stock appreciation, investors are monitoring valuation risks as the implied price-to-earnings multiple remains elevated compared to traditional financials. Additionally, competitive pressure from large technology platforms investing heavily in AI and cloud solutions poses a potential threat to FactSet's product advantage and pricing power, which could impact future revenue growth rates.
The company trades on the New York Stock Exchange and is recognized for its subscription-based model providing essential data and analytics tools to analysts daily. While Morgan Stanley recently raised its target price to $300.00 citing improved confidence in earnings power, the broader analyst landscape suggests a cautious stance regarding long-term sustainability against market rivals.
📈 Stock rose 9% on AI partnerships and steady fundamentals.
🤝 Strategic AI deals with Google Cloud and TIFIN.AI strengthen position.
💰 Mid-teens revenue growth and mid-20% operating margins reported.
📊 Analysts expect $17.77 EPS with Morgan Stanley raising target to $300.
⚠️ Elevated P/E multiple and competitive pressure pose valuation risks.
📈 FactSet Research stock has risen more than 9 percent recently as investors react positively to deepening AI partnerships and steady fundamental trends.
🤝 The company has formed strategic artificial intelligence partnerships with Google Cloud and TIFIN.AI to strengthen its position in financial data analytics.
💰 Historical figures show mid-teens revenue growth and operating margins in the mid-20 percent range for the last reported fiscal year.
📊 Analyst consensus expects earnings per share of $17.77 for the current fiscal year with an average target price of $266.36.
🏦 Morgan Stanley raised its target price from $230.00 to $300.00, maintaining an equal weight rating on FactSet Research shares.
⚠️ Valuation remains a risk factor with an elevated implied price-to-earnings multiple compared to many traditional financial stocks.
🏃♂️ Competitive pressure from large technology platforms investing in AI and cloud solutions could moderate future revenue growth if rivals narrow the product advantage.
📉 The analyst rating distribution includes one Strong Buy, two Buys, ten Holds, and six Sells, indicating a generally cautious market stance.
💼 FactSet Research Systems Inc. trades on the New York Stock Exchange as a provider of subscription-based financial data and analytics.
Bullish Signals
Stock gained >9% on renewed AI partnership attention.
Risk Factors
Valuation risk as P/E remains elevated versus traditional financials.
Competitive pressure from tech platforms may narrow product advantage.
Cautious analyst stance with ten Hold and six Sell ratings.
Revenue growth could moderate if rivals monetize AI faster.
Bullish Signals
FactSet Research stock has gained more than 9 percent in recent trading sessions supported by renewed attention to its artificial intelligence partnerships.
The company is deepening strategic AI collaborations with major partners including Google Cloud and TIFIN.AI to strengthen its competitive position.
Historical financial performance demonstrates a track record of mid-teens revenue growth and operating margins in the mid-20 percent range.
Analyst consensus projects earnings per share of $17.77 for the current fiscal year, highlighting continued profit growth compared to prior years.
Morgan Stanley raised its target price on FactSet Research shares from $230.00 to $300.00, reflecting improved confidence in longer-term earnings power.
The stock is among notable weekly winners in the broader market, placing it in a strong position relative to peers as of September 20, 2026.
Risk Factors
Valuation risk exists as the implied price-to-earnings multiple remains elevated versus many traditional financials, leaving shares sensitive to growth slowdowns.
Competitive pressure from large technology platforms and specialist data providers investing heavily in AI could narrow FactSet's product advantage over time.
The current analyst rating distribution shows a cautious stance with ten Hold and six Sell recommendations against only one Strong Buy.
If rivals successfully monetize AI capabilities faster, FactSet's revenue growth rate of mid-teens percent could moderate in the future.
FactSet Research Systems Inc. stock is trading near the upper end of its 52-week range as of September 19, 2026, supported by solid recent quarterly performance. The company reported higher revenue and earnings per share compared to the prior year, indicating sustained profitability in its financial data and analytics platform.
On a trailing-twelve-month basis, FactSet Research Systems achieved diluted earnings per share of $13.96 and net income attributable to common shareholders of $538.59 million. These figures reflect the company's ability to convert its subscription-based offerings into growing profitability over recent fiscal periods.
The stock recently closed at $459.39, trading within a 52-week range spanning from a low of $391.84 to a high of $499.87. This places the current price approximately 67.55 dollars above its yearly low and 40.48 dollars below its peak, suggesting investors are assigning a premium valuation relative to trailing earnings while monitoring sustainability of double-digit growth.
📈 FDS stock trades near 52-week high at $459.39 as of Sept 19, 2026.
💰 FDS reported higher revenue and EPS versus the prior year.
📊 FDS achieved diluted trailing-twelve-month earnings per share of $13.96.
💵 FDS net income reached $538.59 million over the trailing twelve months.
🏢 Investors assign a premium valuation to FDS subscription-based financial data offerings.
📈 FactSet Research Systems stock trades near the upper end of its 52-week range at $459.39 as of September 19, 2026.
💰 The company reported higher revenue and earnings per share in its latest quarter compared to the prior year.
📊 FactSet Research Systems achieved diluted earnings per share of $13.96 on a trailing-twelve-month basis.
💵 Net income attributable to common shareholders reached $538.59 million over the trailing twelve months.
📉 The stock's 52-week range spans from a low of $391.84 to a high of $499.87, with current pricing closer to the upper bound.
🏢 Investors assign a premium valuation to FactSet Research Systems' subscription-based financial data and analytics offerings.
Bullish Signals
Revenue and EPS beat prior year.
Diluted EPS reached $13.96 TTM.
Net income hit $538.59 million TTM.
Stock trades near 52-week high.
Bullish Signals
FactSet Research Systems reported higher revenue and earnings per share in its latest quarter compared with the prior year, reflecting solid recent earnings.
The company achieved diluted earnings per share of $13.96 on a trailing-twelve-month basis, demonstrating consistent profitability.
Net income attributable to common shareholders reached $538.59 million over the trailing twelve months, highlighting strong conversion of platform usage into profit.
The stock is trading near the upper end of its 52-week range at $459.39, indicating investor confidence in the company's financial data and analytics business.
FactSet Research Systems Inc. shares surged 7.5% to $279.29 on Monday following a coordinated wave of bullish analyst actions from major Wall Street firms. The rally was driven by four firms raising their price targets for the financial data provider, with an average increase of 16.9%. This collective move signaled renewed investor confidence in FactSet's competitive positioning and future growth prospects within the financial data and stock exchanges sector.
Morgan Stanley led the upgrades by lifting its price target from $230 to $300 while maintaining an Equal-Weight rating, indicating strong bullish sentiment. Deutsche Bank increased its target from $280 to $299, William Blair reiterated an Outperform stance, and Barclays raised its target from $216 to $250 despite retaining an Underweight rating. The average new price target of $283 now sits just above the stock's closing price, reflecting a significant shift in Wall Street's outlook.
Trading volume for FactSet reached 178,963 shares during the session, highlighting heightened investor interest as market participants digested the positive analyst commentary. The coordinated nature of these upgrades suggests a potential reassessment of the company's value, possibly based on recent management meetings or industry checks. While analysts still debate the magnitude of potential gains, evidenced by the spread between the most bearish and bullish targets, the directional consensus has clearly turned more positive.
📈 FDS shares jumped 7.5% after four firms raised price targets by average 16.9%.
🏦 Morgan Stanley lifted target to $300 while maintaining Equal-Weight rating.
💰 Barclays increased target to $250 despite retaining Underweight rating.
🔥 Trading volume hit 178,963 shares reflecting heightened investor interest.
💡 Market cap reached $9.9 billion as analysts signal renewed confidence.
📈 FactSet Research Systems shares jumped 7.5% to $279.29 after four major Wall Street firms raised their price targets by an average of 16.9%.
🏦 Morgan Stanley led the bullish chorus by lifting its price target from $230 to $300 while maintaining an Equal-Weight rating.
📊 Deutsche Bank raised its price target from $280 to $299 and maintained its Hold rating on the stock.
🚀 William Blair reiterated an Outperform stance, signaling continued confidence in FactSet's growth trajectory.
💰 Barclays increased its price target from $216 to $250 despite maintaining an Underweight rating.
📉 The average new price target across the four firms stands at $283, just above Monday's closing price of $279.29.
🔥 Trading volume reflected heightened investor interest with 178,963 shares changing hands during the session.
🤝 The coordinated analyst actions suggest a potential reassessment of FactSet's competitive positioning in financial data.
💡 Analysts indicate expectations for meaningful upside from pre-upgrade levels based on recent industry insights.
📈 Market capitalization reached $9.9 billion as Wall Street analysts signaled renewed confidence in the company.
Bullish Signals
Shares jumped 7.5% to $279.29 on bullish analyst actions.
Bullish Signals
FactSet Research Systems shares jumped 7.5% to $279.29 following a coordinated wave of bullish analyst actions from four major firms.
Morgan Stanley raised its price target from $230 to $300, representing a significant increase in valuation expectations.
Deutsche Bank increased its price target from $280 to $299 while maintaining a Hold rating, indicating stability and upside potential.
William Blair reiterated an Outperform stance, reinforcing positive sentiment among analysts regarding the company's prospects.
Barclays raised its price target from $216 to $250, narrowing the gap between bearish and bullish consensus targets.
The average new price target of $283 sits above the current stock price, suggesting immediate upside potential for investors.
Trading volume of 178,963 shares indicates active investor participation and strong market interest in FactSet's recent developments.
FactSet Research Systems (FDS) recently affirmed a regular quarterly cash dividend of $1.16 per share, payable on September 17, 2026 to shareholders of record as of August 31, 2026. This decision coincides with the company's ongoing share repurchase program and its strategic AI partnership with Google Cloud, providing investors with fresh information on cash returns amidst a period of heightened focus on the firm's technological integration.
The stock has experienced significant short-term momentum, posting a 10.59% return over the last 30 days and a 27.60% return over the past 90 days, driven largely by the AI partnership and dividend affirmation. However, this recent rebound contrasts sharply with a 1-year total shareholder return that declined by 22.41%, suggesting that longer-term holders remain under pressure while short-term sentiment has surged.
Analysts project FactSet Research Systems' earnings to reach $721.8 million (EPS of $22.29) by August 2029, up from $566.0 million today, though current analyst fair value estimates sit at $255.06 compared to a closing price of $285.41. This valuation gap suggests the stock may be trading ahead of fundamentals, with analysts noting that higher technology costs and a softer banking backdrop could weaken margins and subscription growth assumptions.
Valuation metrics indicate mixed signals for FactSet Research Systems; the stock trades at a P/E ratio of 17.9x, which is higher than the estimated fair ratio of 16.1x but remains below peers at 22.3x and the wider US Capital Markets industry average of 38.2x. While sentiment is currently mixed regarding the company's trajectory, the divergence between short-term price action and longer-term analyst targets highlights a potential valuation risk or an opportunity for patient investors depending on how growth expectations shift.
📈 FactSet affirmed $1.16 quarterly dividend payable September 17, 2026.
🤝 Company advances AI partnership with Google Cloud and repurchases shares.
📉 Stock gained 10.59% in 30 days but lost 22.41% over past year.
💰 Analysts forecast earnings to reach $721.8 million by August 2029.
⚖️ Stock trades at $285.41 versus analyst fair value of $255.06.
📈 FactSet Research Systems affirmed a quarterly cash dividend of $1.16 per share, payable on September 17, 2026.
🤝 The company is advancing its AI partnership with Google Cloud while continuing its ongoing share repurchase program.
📉 Short-term momentum is strong with a 10.59% return in the last 30 days and 27.60% in the last 90 days.
📉 Longer-term performance lags significantly, showing a 22.41% decline in total shareholder return over the past year.
💰 Analysts forecast earnings to reach $721.8 million by August 2029, up from $566.0 million today.
⚖️ The stock currently trades at a closing price of $285.41 versus an analyst fair value estimate of $255.06.
📉 Higher technology costs and a softer banking backdrop pose risks to margins and subscription growth assumptions.
📊 FactSet Research Systems trades at a P/E ratio of 17.9x, which is higher than the estimated fair ratio of 16.1x.
🏢 The company's valuation remains below peers at 22.3x and the wider US Capital Markets industry average of 38.2x.
Bullish Signals
Dividend affirmed at $1.16/share for consistent returns.
Executing share repurchases and AI partnership with Google Cloud.
10.59% return in 30 days; 27.60% in 90 days.
Earnings projected to reach $721.8M by August 2029.
Risk Factors
1-year total shareholder return declined 22.41%.
Analyst fair value $255.06 below current price $285.41.
Margin weakness and slower subscription growth risks.
P/E ratio 17.9x exceeds estimated fair 16.1x.
Bullish Signals
FactSet Research Systems recently affirmed a regular quarterly cash dividend of $1.16 per share, providing consistent cash returns to shareholders.
The company is actively executing an ongoing share repurchase program alongside its strategic AI partnership with Google Cloud.
Short-term momentum is robust, evidenced by a 10.59% share price return over the last 30 days and a 27.60% return over the past 90 days.
Analysts project earnings to grow significantly to $721.8 million (EPS of $22.29) by August 2029, up from $566.0 million today.
Risk Factors
The stock's recent rebound contrasts with a 1-year total shareholder return that declined 22.41%, indicating pressure on longer-term holders.
Analyst fair value estimates of $255.06 sit lower than the current share price of $285.41, suggesting the stock may be running ahead of fundamentals.
The company faces potential margin weakness and slower subscription growth due to higher technology costs and a softer banking and asset management backdrop.
The stock trades at a P/E ratio of 17.9x, which is higher than the estimated fair ratio of 16.1x, presenting a potential valuation risk if sentiment shifts.
FactSet Research Systems Inc. (NYSE:FDS) received a consensus recommendation of 'Reduce' from eighteen analysts covering the firm, according to MarketBeat Ratings. The breakdown includes six sell ratings, ten hold ratings, one buy rating, and one strong buy rating. The average twelve-month price target among brokers is set at $253.00.
Recent analyst activity shows mixed signals regarding the stock's valuation and outlook. UBS Group restated its rating to 'buy' on July 22nd, while Goldman Sachs lowered its rating from 'sell' to 'underweight' in June. Other firms like Wolfe Research, Barclays, and Wells Fargo have raised price targets but maintained negative ratings such as 'underperform' or 'underweight', with targets ranging between $200 and $240.
Financially, FactSet reported strong quarterly results on July 1st, posting $4.53 in earnings per share against a consensus of $4.44, and revenue of $622.92 million versus expectations of $617.91 million. The company achieved a return on equity of 30.68% and a net margin of 23.21%, with quarterly revenue growing 6.4% year-over-year. Management has provided FY 2026 guidance for EPS between $17.25 and $17.75, while analysts predict $17.76.
The company operates as a global provider of integrated financial data and analytics headquartered in Norwalk, Connecticut. Founded in 1978, FactSet offers a unified platform aggregating real-time market data, fundamentals, and proprietary analytics for investment professionals. Its core products include the FactSet Workstation, APIs, and cloud-based solutions for thematic research and quantitative strategies.
📉 Analysts give 'Reduce' rating with $253 price target.
💰 Q1 earnings beat estimates at $4.53 per share.
📈 Revenue grew 6.4% YoY to $622.92 million.
💹 Company achieved 30.68% return on equity and 23.21% net margin.
📅 FY 2026 EPS guidance ranges from $17.25 to $17.75.
📉 The stock received a consensus 'Reduce' rating from eighteen analysts with an average twelve-month price target of $253.00.
📊 Recent analyst actions include UBS restating a 'buy' rating, while Goldman Sachs downgraded to 'underweight' and others maintained negative ratings despite raising price targets.
💰 FactSet reported Q1 earnings of $4.53 per share, beating the consensus estimate of $4.44 by $0.09.
📈 Revenue for the quarter reached $622.92 million, surpassing analyst expectations of $617.91 million.
FactSet Research Systems Inc. (NYSE:FDS) reported strong quarterly financial results, beating analyst expectations for both earnings per share and revenue. The company posted $4.53 EPS against a consensus of $4.44 and generated $622.92 million in revenue, which represented a 6.4% year-over-year increase. Additionally, the firm achieved a net margin of 23.21% and a return on equity of 30.68%, demonstrating robust profitability.
Institutional ownership dynamics show mixed but significant activity among major funds. Dimensional Fund Advisors LP slightly reduced its stake by selling 1,957 shares, while Northwestern Mutual Wealth Management Co. massively increased its position to over 13.8 million shares. Other notable investors like State Street Corp and Invesco Ltd. also added to their holdings, indicating continued institutional interest despite some hedge fund exits.
Analyst sentiment remains cautiously positive with a consensus rating of 'Reduce' and an average price target of $253.00, which is above the current trading price. Recent upgrades from Weiss Ratings and Morgan Stanley contrast with downgrades from Rothschild & Co Redburn. The stock has a market cap of $9.38 billion and trades at a PEG ratio of 1.89, suggesting growth expectations are priced in.
The company provides integrated financial data and analytics to the investment community through its core products like the FactSet Workstation and cloud-based solutions. With FY 2026 guidance set between $17.25 and $17.75 EPS, analysts predict an average of $17.76 for the current fiscal year. The business operates globally with a strong balance sheet, maintaining a debt-to-equity ratio of 0.44.
📈 FactSet beat Q2 estimates with $4.53 EPS vs $4.44 consensus.
💰 Revenue rose 6.4% to $622.92 million year-over-year.
🏦 Northwestern Mutual increased stake to 13.85 million shares worth $4B+.
📉 Analysts rate 'Reduce' with average price target of $253.00.
🚀 Net margin stands at 23.21% and ROE at 30.68%.
📈 FactSet Research Systems beat Q2 earnings estimates with $4.53 EPS versus a consensus of $4.44.
💰 Revenue reached $622.92 million, marking a 6.4% increase compared to the same quarter last year.
🏦 Northwestern Mutual Wealth Management Co. significantly boosted its stake to 13.85 million shares worth over $4 billion.
📉 Dimensional Fund Advisors LP reduced its position by 0.5%, selling 1,957 shares during the quarter.
🎯 The stock trades at a PEG ratio of 1.89 with a market capitalization of $9.38 billion.
📊 Analyst consensus rating is 'Reduce' with an average price target of $253.00.
🔍 Weiss Ratings upgraded the stock from a 'sell' to a 'hold' rating recently.
📉 Rothschild & Co Redburn downgraded the stock to a 'sell' with a $215.00 price objective.
🚀 The company maintains a net margin of 23.21% and a return on equity of 30.68%.
📅 FY 2026 guidance is set between $17.25 and $17.75 EPS, slightly below analyst predictions.
Bullish Signals
Beat EPS expectations with $4.53 vs $4.44 consensus.
Revenue grew 6.4% YoY to $622.92 million.
Northwestern Mutual increased stake to over 13.85 million shares.
High net margin of 23.21% and ROE of 30.68%.
Weiss Ratings upgraded stock from 'sell' to 'hold'.
Risk Factors
Rothschild & Co downgraded to sell with $215.00 target.
Consensus rating is 'Reduce' due to valuation concerns.
Dimensional Fund Advisors reduced its position.
Bullish Signals
FactSet Research Systems beat quarterly earnings expectations with $4.53 EPS compared to the consensus of $4.44.
Revenue grew by 6.4% year-over-year to reach $622.92 million, indicating strong business momentum.
Northwestern Mutual Wealth Management Co. aggressively increased its stake, now holding over 13.85 million shares.
The company achieved a high net margin of 23.21% and a return on equity of 30.68%, reflecting operational efficiency.
Weiss Ratings upgraded the stock from a 'sell' to a 'hold', signaling improved confidence in the business.
Risk Factors
Rothschild & Co Redburn downgraded the stock to a 'sell' rating with a lower price objective of $215.00.
The consensus analyst rating is 'Reduce', suggesting some investors are cautious about current valuations.
Dimensional Fund Advisors LP reduced its position, indicating a slight lack of confidence from this major institutional investor.
Arrowstreet Capital Limited Partnership significantly increased its stake in FactSet Research Systems Inc. (NYSE:FDS) by 123.5% in the first quarter, purchasing an additional 208,824 shares to hold a total of 377,926 shares valued at $82 million. Other institutional investors including Mattern Capital Management LLC and Investment House LLC also boosted their positions during the fourth quarter, while several new funds like Element Squared LLC initiated stakes in the business services provider.
FactSet Research Systems reported strong quarterly financial results released on July 1st, beating analyst expectations with earnings per share of $4.53 versus a consensus of $4.44 and revenue of $622.92 million against an expected $617.91 million. The company achieved a net margin of 23.21% and returned to equity of 30.68%, with quarterly revenue growing 6.4% year-over-year, demonstrating robust operational performance in its financial data and analytics sector.
The company recently increased its quarterly dividend to $1.16 per share, representing a yield of 1.8% and an annualized rate of $4.64, reflecting confidence in its cash flow generation. Analyst sentiment remains mixed with varying price targets ranging from $205 to $275; while Morgan Stanley and UBS maintain buy or equal weight ratings, Bank of America downgraded the stock to underperform, resulting in a consensus average rating of 'Reduce' and a target price of $253.
📈 Arrowstreet Capital added 208,824 shares worth $82 million in Q1.
💰 Investment House LLC increased holdings by 311.5% to $12.3 million.
📉 Hedge funds and institutions own 91.24% of FactSet Research Systems stock.
💵 Q1 EPS beat estimates at $4.53 with revenue growth of 6.4%.
🎯 Consensus analyst price target is set at $253.00.
📈 Arrowstreet Capital increased its FDS holdings by 123.5% in Q1, adding 208,824 shares for a total value of $82 million.
📊 Mattern Capital Management LLC boosted its stake by 48.8% to own 30,391 shares worth $8.8 million.
💰 Investment House LLC lifted its FDS holdings by 311.5% in Q4, now owning 42,393 shares valued at $12.3 million.
📉 Hedge funds and institutional investors collectively own 91.24% of FactSet Research Systems stock.
💵 FactSet reported Q1 EPS of $4.53, beating analyst estimates of $4.44 by $0.09.
📈 Revenue reached $622.92 million in the quarter, surpassing expectations of $617.91 million.
🚀 Quarterly revenue grew 6.4% compared to the same period last year.
💸 Net margin stood at 23.21% with a return on equity of 30.68%.
📜 Company raised quarterly dividend to $1.16, increasing the annualized yield to 1.8%.
🏦 Morgan Stanley raised its price objective from $228 to $230 with an 'equal weight' rating.
🔻 Bank of America lowered its price target to $210 and issued an 'underperform' rating.
📉 Rothschild & Co Redburn downgraded the stock to 'sell' with a $215 price target.
🎯 BMO Capital Markets raised its price target from $257 to $275 with a 'market perform' rating.
📊 Consensus analyst price target is set at $253.00 based on MarketBeat data.
🏢 FactSet operates as a global provider of integrated financial data and analytics founded in 1978.
💻 Core products include the FactSet Workstation, APIs, data feeds, and cloud-based solutions.
📅 FY 2026 guidance ranges between $17.25 and $17.75 per share.
👥 Analyst ratings are split with one Strong Buy, one Buy, ten Holds, and six Sells.
Bullish Signals
EPS of $4.53 beat consensus of $4.44.
Revenue of $622.92M exceeded expectations of $617.91M.
Net margin of 23.21% and ROE of 30.68%.
Quarterly revenue grew 6.4% year-over-year.
Institutional stake increased by 123.5%, 48.8%, and 311.5%.
Dividend raised to $1.16 with 1.8% yield.
Morgan Stanley target raised to $230.
BMO Capital target raised to $275.
Risk Factors
Bank of America downgraded to underperform at $210.
Rothschild & Co Redburn downgraded to sell at $215.
Consensus rating is Reduce with average target of $253.
Allspring Global Investments Holdings LLC significantly increased its stake in FactSet Research Systems Inc. (NYSE:FDS) by 209.0% in the first quarter, purchasing an additional 10,682 shares to hold a total of 15,794 shares valued at $3.55 million. This move joins several other institutional investors, including Mattern Capital Management and Investment House LLC, who also raised or initiated positions in the business services provider during the fourth quarter.
FactSet Research Systems reported strong financial performance for the quarter ended June 30th, beating analyst expectations with earnings per share of $4.53 versus a consensus of $4.44. The company generated revenue of $622.92 million, representing a 6.4% year-over-year increase, and achieved a net margin of 23.21%. Management has provided full-year 2026 earnings guidance ranging between $17.25 and $17.75 per share.
The company recently increased its quarterly dividend to $1.16 per share from the previous $1.10, resulting in an annualized yield of 1.8%. FactSet operates as a global provider of integrated financial data and analytics, offering platforms like the FactSet Workstation that deliver real-time market data and proprietary analytics to portfolio managers and investment bankers.
📈 Allspring increased FDS stake by 209.0% in Q1.
🏦 Investment House raised position to 42,393 shares worth $12.3M.
💰 FactSet reported Q2 EPS of $4.53, beating estimates.
📈 Revenue grew 6.4% to $622.92 million in Q2.
💵 Quarterly dividend raised to $1.16 with 1.8% yield.
📈 Allspring Global Investments Holdings LLC increased its FDS stake by 209.0% in Q1, adding 10,682 shares.
🏦 Investment House LLC raised its position by 311.5% in Q4, now holding 42,393 shares worth $12.3 million.
💰 FactSet Research Systems reported Q2 earnings of $4.53 EPS, beating the consensus estimate of $4.44.
📈 Revenue reached $622.92 million, marking a 6.4% increase compared to the same quarter last year.
💵 The company raised its quarterly dividend to $1.16 per share, increasing the annualized yield to 1.8%.
📊 Full-year 2026 EPS guidance is set between $17.25 and $17.75.
🔍 Hedge funds and institutional investors now own 91.24% of the company's outstanding stock.
📉 The stock trades at a P/E ratio of 16.77 with a market capitalization of $9.06 billion.
Aurora Investment Counsel increased its stake in FactSet Research Systems Inc. (NYSE:FDS) by 31.1% during the first quarter, purchasing an additional 2,139 shares to hold a total of 9,006 shares valued at $1.954 million. This move was part of a broader trend where several major institutional investors significantly boosted their positions in the business services provider during the fourth quarter.
Northwestern Mutual Wealth Management Co. led the institutional buying spree by acquiring an additional 13.85 million shares, representing a massive 444,058.1% increase in holdings and bringing its total stake to over 13.8 million shares valued at $4.02 billion. Other notable increases included Bamco Inc. NY, AQR Capital Management LLC, Bank of Montreal Can, and Norges Bank, all adding substantial new stakes to their portfolios.
FactSet Research Systems reported a quarterly dividend of $1.16 per share paid on June 18th, raising the annualized yield to 1.8% from the previous quarter's rate. The stock trades at a market capitalization of $9.19 billion with a P/E ratio of 17.02 and a beta of 0.72. Analyst consensus remains mixed, with an average rating of 'Reduce' and a consensus price target of $253.00, though recent upgrades from major banks like Bank of America and Morgan Stanley suggest potential upside.
FactSet Research Systems Inc. (FDS) is highlighted as an undervalued investment opportunity, trading at a 44% discount to a fair value estimate of $445 per share. Despite a recent price recovery of approximately 13%, the article suggests significant potential for an 83% total return by May 2027, driven by strong earnings per share growth and a consistent reduction in share count.
The company's core business is bolstered by its AI-enhanced products, which are fueling organic Annualized Share Volume (ASV) growth of 7% in the third quarter of 2026. Data indicates that clients utilizing these AI solutions are growing their ASV at a rate 50% faster than those who do not use AI, demonstrating a clear competitive advantage and product stickiness.
FactSet maintains a robust financial profile with a 1.8% dividend yield and a payout ratio in the mid-20% range. The company supports annual dividend growth of 6% to 8% and has maintained its status as a Dividend Aristocrat for 26 consecutive years, signaling long-term stability and a commitment to returning capital to shareholders.
📉 FDS trades at 44% discount to $445 fair value.
🚀 AI products drove 7% organic ASV growth in Q3 2026.
🤖 AI clients grow ASV 50% faster than non-AI peers.
💰 Offers 1.8% yield with mid-20% payout ratio and 26-year Aristocrat status.
📈 Analysts project 83% total return potential by May 2027.
📉 FDS is trading at a 44% discount to a fair value estimate of $445 per share.
🚀 AI-enhanced products drove organic Annualized Share Volume (ASV) growth of 7% in Q3 2026.
🤖 Clients using AI solutions grow their ASV 50% faster than non-AI clients.
💰 The company offers a 1.8% dividend yield with a payout ratio in the mid-20% range.
📈 FactSet supports 6%–8% annual dividend growth and has been a Dividend Aristocrat for 26 years.
🔍 Despite a recent 13% price recovery, analysts see potential for an 83% total return by May 2027.
📉 Strong EPS growth and ongoing share count reduction support the bullish outlook.
Bullish Signals
Trading at 44% discount to $445 fair value.
ASV grew 7% in Q3 2026 via AI products.
AI users grow ASV twice as fast as others.
1.8% dividend yield with 26-year increase streak.
Projected 83% total return by May 2027.
Bullish Signals
FDS is trading at a significant 44% discount to its estimated fair value of $445 per share, presenting a compelling entry point for investors.
The company's AI-enhanced products are successfully driving organic growth, evidenced by a 7% increase in Annualized Share Volume (ASV) in Q3 2026.
FactSet demonstrates superior product adoption where clients using AI solutions grow their ASV at twice the rate of non-AI users.
The stock offers a reliable 1.8% dividend yield backed by a conservative mid-20% payout ratio and a 26-year streak of dividend increases.
Analysts project an 83% total return potential by May 2027, supported by strong earnings per share growth and a shrinking share count.
FactSet Research Systems (NYSE:FDS) is the subject of mixed analyst sentiment following a recent earnings beat and a series of price target adjustments. Barclays raised its price target to $216.00, while UBS increased its target to $340.00 with a 'buy' rating. Conversely, Rothschild & Co lowered its target to $215.00 with a 'sell' rating, and Goldman Sachs downgraded the stock from 'sell' to 'underweight'. The consensus rating remains 'Reduce' with a MarketBeat average target of $253.00.
FactSet reported strong quarterly financial results for the quarter ended June 30th, beating analyst expectations on both earnings per share and revenue. The company posted EPS of $4.53 versus an estimate of $4.44, driven by revenue of $622.92 million which exceeded estimates of $617.91 million. Year-over-year revenue growth was 6.4%, while the firm maintained robust profitability with a net margin of 23.21% and a return on equity of 30.68%. The company also raised its quarterly dividend to $1.16 per share, increasing the annualized yield to 1.8%.
Institutional investor activity highlights growing confidence in FactSet's long-term prospects despite mixed analyst ratings. Significant position increases were recorded by Mattern Capital Management LLC, which grew its stake by 48.8%, and Investment House LLC, which increased its holdings by 311.5%. Other new positions were established by Element Squared LLC, Ticino Wealth, and Argo Wealth Advisory LLC during the fourth quarter. Institutional ownership remains high at 91.24%.
💰 FactSet beat earnings with $4.53 EPS vs $4.44 consensus.
📈 Revenue hit $622.92M, accelerating growth to 6.4% year-over-year.
🏦 Institutional ownership rose to 91.24% as funds increased stakes.
💵 Quarterly dividend raised to $1.16 with 1.8% annualized yield.
📊 Strong profitability maintained with 23.21% net margin and 30.68% ROE.
📈 Barclays raised its price target to $216.00 while UBS lifted its target to $340.00 with a 'buy' rating.
📉 Goldman Sachs downgraded the stock from 'sell' to 'underweight' and Rothschild & Co lowered its target to $215.00 with a 'sell' rating.
💰 FactSet beat quarterly earnings estimates with $4.53 EPS compared to the consensus of $4.44.
📊 Revenue reached $622.92 million, surpassing analyst expectations of $617.91 million for the quarter.
🚀 Year-over-year revenue growth accelerated to 6.4% driven by strong performance in core analytics products.
💵 The company increased its quarterly dividend to $1.16 per share, raising the annualized yield to 1.8%.
🏦 Mattern Capital Management LLC significantly increased its stake by 48.8% to own over 30,000 shares.
📈 Investment House LLC aggressively grew its position by 311.5%, acquiring an additional 32,092 shares.
🔒 Institutional ownership remains robust at 91.24% as major funds accumulate positions in the fourth quarter.
🎯 The company maintains strong profitability metrics with a net margin of 23.21% and ROE of 30.68%.
Bullish Signals
Beat EPS estimates with $4.53 vs $4.44 consensus.
Revenue of $622.92M exceeded expectations of $617.91M.
Praxis Investment Management Inc. increased its stake in FactSet Research Systems Inc. (NYSE:FDS) during the first quarter, acquiring 2,139 shares valued at approximately $464,000 according to recent SEC filings. This acquisition joins a broader trend of institutional accumulation, with other major investors like Mattern Capital Management LLC boosting holdings by 48.8% and Investment House LLC increasing its position by 311.5% in the fourth quarter.
FactSet Research Systems reported strong quarterly financial results on July 1st, beating analyst expectations for earnings per share of $4.53 versus a consensus of $4.44. The company generated revenue of $622.92 million, representing a 6.4% year-over-year increase, while maintaining a net margin of 23.21% and a return on equity of 30.68%. These figures highlight the business services provider's robust operational performance in the financial data analytics sector.
The company also declared a quarterly dividend of $1.16 per share, paid on June 18th to stockholders of record as of May 29th, marking an increase from the previous quarter's payout. With a market capitalization of $8.91 billion and a price-to-earnings ratio of 16.51, FactSet continues to operate with a low debt-to-equity ratio of 0.44, reflecting its stable financial position as it provides integrated data solutions to the investment community.
📈 Praxis bought 2,139 shares worth $464,000 in Q1.
🚀 Investment House holdings jumped 311.5% to 42,393 shares.
💰 EPS beat estimates at $4.53 with revenue up 6.4%.
💵 Dividend raised to $1.16 per share for the quarter.
🏦 Institutional ownership stands high at 91.24%.
📈 Praxis Investment Management Inc. acquired 2,139 shares of FactSet Research Systems valued at approximately $464,000 in the first quarter.
📊 Mattern Capital Management LLC increased its stake by 48.8% to own 30,391 shares worth $8.8 million in the fourth quarter.
🚀 Investment House LLC significantly boosted its holdings by 311.5%, now owning 42,393 shares valued at $12.3 million.
💰 FactSet Research Systems reported quarterly earnings of $4.53 per share, beating the consensus estimate of $4.44.
📈 Revenue reached $622.92 million for the quarter, marking a 6.4% increase compared to the same period last year.
💵 The company declared a quarterly dividend of $1.16 per share, an increase from the previous $1.10 payout.
📉 Net margin stood at 23.21% with a return on equity of 30.68% during the reported quarter.
🏦 Institutional ownership remains high at 91.24%, indicating strong confidence from hedge funds and large investors.
📊 The stock trades at a price-to-earnings ratio of 16.51 with a market capitalization of $8.91 billion.
🛡️ FactSet maintains a conservative debt-to-equity ratio of 0.44, supporting its long-term financial stability.
Bullish Signals
EPS beat expectations at $4.53 vs $4.44 consensus.
Revenue grew 6.4% YoY to $622.92 million.
Quarterly dividend increased to $1.16 per share.
Institutional stake rose over 300% for major investors.
Net margin of 23.21% and ROE of 30.68%.
Low debt-to-equity ratio of 0.44 indicates health.
Bullish Signals
FactSet Research Systems beat quarterly earnings expectations with EPS of $4.53 versus the consensus of $4.44.
Revenue grew by 6.4% year-over-year to reach $622.92 million, demonstrating solid top-line growth.
The company increased its quarterly dividend to $1.16 per share, signaling confidence in future cash flows.
Strong institutional accumulation is evident with major investors like Investment House LLC increasing stakes by over 300%.
High net margin of 23.21% and return on equity of 30.68% reflect efficient operations and strong profitability.
Low debt-to-equity ratio of 0.44 indicates a healthy balance sheet with minimal financial leverage risk.
FactSet Research Systems Inc. (NYSE:FDS) reported strong quarterly financial results, beating analyst expectations for both earnings per share and revenue. The company posted $4.53 EPS compared to a consensus of $4.44, with revenue reaching $622.92 million, a 6.4% year-over-year increase. Additionally, the firm raised its full-year 2026 guidance to an EPS range of $17.25-$17.75, which aligns closely with the average analyst forecast of $17.58.
The business demonstrated robust profitability metrics, achieving a return on equity of 30.68% and a net margin of 23.21%. Management also declared an increased quarterly dividend of $1.16 per share, raising the annualized yield to 1.9%. These financial improvements reflect the company's continued growth in providing integrated financial data and analytics to the investment community.
Institutional ownership dynamics show mixed signals regarding FDS stock. While Boston Trust Walden Corp reduced its stake by 8.7% in the first quarter, several other funds like WPG Advisers LLC and Geneos Wealth Management Inc. significantly increased their holdings. Analyst sentiment remains cautious with an average rating of 'Reduce' and a target price of $252.57, though recent upgrades from firms like Jefferies Financial Group suggest potential for further upside.
📈 Beat Q1 estimates with $4.53 EPS and $622.9M revenue.
🚀 Raised full-year 2026 EPS guidance to $17.25-$17.75 range.
💵 Increased quarterly dividend to $1.16 for 1.9% annualized yield.
📉 Boston Trust Walden sold shares while Cromwell and WPG bought.
📊 Strong balance sheet with PE of 16.51 and $9.13B market cap.
📈 FactSet Research Systems beat Q1 earnings estimates with $4.53 EPS versus the expected $4.44.
💰 Revenue grew 6.4% year-over-year to reach $622.92 million, exceeding analyst expectations of $617.91 million.
🚀 The company raised its full-year 2026 EPS guidance to a range of $17.25-$17.75.
💵 FactSet increased its quarterly dividend to $1.16, boosting the annualized yield to 1.9%.
📉 Boston Trust Walden Corp reduced its stake by 8.7%, selling 24,455 shares in Q1.
📈 Cromwell Holdings LLC and WPG Advisers LLC initiated or significantly increased their positions in the stock.
🏦 The company maintains a strong balance sheet with a quick ratio of 1.43 and low debt-to-equity of 0.44.
📊 Analyst consensus remains cautious with an average rating of 'Reduce' and a target price of $252.57.
🔍 Recent analyst actions include Jefferies raising its target to $253 and Morgan Stanley upgrading the rating to 'equal weight'.
📉 The stock trades at a PE ratio of 16.51 with a market capitalization of $9.13 billion.
Bullish Signals
Beat earnings by $0.09 per share.
Revenue grew 6.4% year-over-year to $622.92 million.
Raised full-year 2026 EPS guidance to $17.25-$17.75.
Increased quarterly dividend to $1.16.
30.68% return on equity and 23.21% net margin.
Risk Factors
Boston Trust Walden cut holdings 8.7% Q1.
Bullish Signals
FactSet Research Systems beat quarterly earnings estimates by $0.09 per share, demonstrating operational strength.
Revenue grew 6.4% year-over-year to $622.92 million, indicating sustained demand for its financial data platform.
The company raised its full-year 2026 EPS guidance to $17.25-$17.75, signaling confidence in future growth.
FactSet increased its quarterly dividend to $1.16, reflecting a commitment to returning value to shareholders.
Strong profitability metrics include a 30.68% return on equity and a 23.21% net margin.
Multiple hedge funds, including WPG Advisers LLC and Geneos Wealth Management Inc., increased their stakes significantly.
Analyst Jefferies Financial Group raised its price target to $253.00, suggesting potential upside from current levels.
Risk Factors
The average analyst rating is 'Reduce' with a consensus target price of $252.57, indicating some skepticism about near-term valuation.
Boston Trust Walden Corp reduced its holdings by 8.7% in the first quarter, signaling a decrease in institutional confidence from this major fund.
Goldman Sachs downgraded the stock to 'underweight' and Wolfe Research assigned an 'underperform' rating, reflecting mixed sentiment among top-tier analysts.
FactSet Research Systems Inc. (NYSE:FDS) saw mixed institutional activity in the first quarter, led by Canoe Financial LP reducing its stake by 19.6% to own approximately 0.05% of the company worth $4.32 million. Conversely, several other investors including WPG Advisers LLC and BOKF NA increased their positions, though some holdings remain small in absolute terms. Overall, institutional ownership stands at 91.24%, indicating continued significant interest from hedge funds and asset managers.
Analyst sentiment remains divided with a net 'Reduce' average rating and an average price target of $267.69, which sits below the current trading range. Recent actions include Weiss Ratings restating a 'sell (d+)' rating, Royal Bank of Canada lowering its target to $240, and Goldman Sachs downgrading from 'sell' to 'underweight'. However, Wells Fargo raised its price target to $200 while UBS maintained a 'buy' rating despite cutting its target to $380. The consensus reflects a cautious outlook with seven sell ratings outweighing one strong buy.
Financially, FactSet reported solid performance in the quarter ended March 31st, beating earnings estimates of $4.37 per share with actual results of $4.46. Revenue reached $611.02 million, a 7.1% year-over-year increase, supported by strong net margins of 24.48% and a return on equity of 30.25%. The company also increased its quarterly dividend to $1.16 per share, raising the annualized yield to 2.0%, signaling confidence in cash flow generation.
The stock currently trades with a market cap of $8.45 billion and a P/E ratio of 14.92, trading slightly below its 200-day moving average of $239.15 but above its 50-day average. With a beta of 0.71, the stock exhibits lower volatility than the broader market. The company continues to operate as a global provider of integrated financial data and analytics, serving portfolio managers and analysts with real-time market data and proprietary tools.
📉 Canoe Financial LP sold shares, holding 19,915 valued at $4.32 million.
📈 Revenue grew 7.1% to $611.02 million with $4.46 EPS beat.
⚖️ Institutional ownership stays high at 91.24% despite mixed analyst ratings.
💰 Quarterly dividend increased to $1.16 for a 2.0% annualized yield.
📉 Stock trades below 200-day average of $239.15 with 'Reduce' rating.
📉 Canoe Financial LP reduced its FactSet stake by 19.6% in Q1, holding 19,915 shares valued at $4.32 million.
📈 WPG Advisers LLC increased holdings by 76.9% to 92 shares, while BOKF NA boosted its position by over 5,000%.
⚖️ Institutional ownership remains high at 91.24%, reflecting continued hedge fund and asset manager interest.
📊 FactSet beat Q1 earnings estimates with $4.46 EPS versus a consensus of $4.37 per share.
💰 Revenue grew 7.1% year-over-year to $611.02 million, driven by strong demand for financial analytics.
📉 Analyst sentiment is mixed with an average 'Reduce' rating and a price target of $267.69 below current levels.
🏦 Goldman Sachs downgraded the stock from 'sell' to 'underweight', while Wells Fargo raised its target to $200.
💵 The company increased its quarterly dividend to $1.16, resulting in a 2.0% annualized dividend yield.
📈 Net margins remain robust at 24.48%, and return on equity stands at 30.25%.
📉 Stock trades below its 200-day moving average of $239.15 but above the 50-day average of $230.82.
Bullish Signals
EPS beat estimates at $4.46 vs $4.37 consensus.
Revenue grew 7.1% YoY to $611.02 million.
Net margin reached 24.48% with ROE of 30.25%.
Quarterly dividend increased to $1.16 for 2.0% yield.
Wells Fargo raised target to $200, UBS set at $380.
Risk Factors
Weiss Ratings restated rating to sell (d+).
RBC lowered target from $243.00 to $240.00.
Goldman Sachs downgraded to underweight recently.
Avg analyst target of $267.69 below trading range.
Seven analysts rated Sell vs one Strong Buy.
Bullish Signals
FactSet Research Systems beat Q1 earnings estimates with EPS of $4.46 compared to the consensus of $4.37.
Revenue increased by 7.1% year-over-year to reach $611.02 million, demonstrating consistent business growth.
The company maintained strong profitability with a net margin of 24.48% and a return on equity of 30.25%.
FactSet increased its quarterly dividend to $1.16 per share, boosting the annualized yield to 2.0%.
Wells Fargo & Company raised its price target from $195.00 to $200.00 and maintained an 'underweight' rating.
UBS Group maintains a 'buy' rating for the company despite lowering its price target to $380.00.
Risk Factors
Weiss Ratings restated its rating on FactSet Research Systems to a 'sell (d+)' in recent research.
Royal Bank of Canada lowered its price target from $243.00 to $240.00 and set a 'sector perform' rating.
Goldman Sachs Group downgraded the stock from a 'sell' rating to an 'underweight' rating recently.
The average analyst price target of $267.69 is below the current trading range, indicating cautious sentiment.
Seven analysts have assigned a 'Sell' rating compared to only one 'Strong Buy' and one 'Buy' rating.
FactSet Research Systems (NYSE:FDS) shares rose 6.7% in mid-day trading on Friday, reaching a high of $221.47 and closing near $222.89. Trading volume was significantly lower than the daily average, with only 116,147 shares changing hands compared to a typical 954,445. The stock previously closed at $208.84 before this mid-day surge.
Analyst sentiment remains mixed following recent rating adjustments from major brokerages. Goldman Sachs downgraded the stock to 'underweight' in late June, while Rothschild & Co and Royal Bank of Canada also lowered their ratings or price targets around the same period. Conversely, UBS maintained a 'buy' rating despite lowering its price objective, and Wells Fargo increased its target price but kept an 'underweight' rating.
Financial performance for the quarter ended March 31 showed strong results with revenue of $611.02 million, beating estimates by $6.24 million. The company reported earnings per share of $4.46 versus a consensus of $4.37, achieving a net margin of 24.48% and a return on equity of 30.25%. Revenue grew 7.1% year-over-year, and the firm recently increased its quarterly dividend to $1.16 per share.
Institutional ownership remains robust at 91.24%, with several major funds increasing their stakes in recent quarters. Mattern Capital Management raised holdings by 48.8% in the fourth quarter, while Heron Bay Capital and Citigroup also boosted positions. New institutional entrants like Element Squared LLC and Ticino Wealth established fresh positions valued at approximately $2.3 million and $1.9 million respectively.
📈 FDS shares surged 6.7% to a high of $221.47.
💰 Q1 revenue hit $611M, beating estimates by 1%.
🚀 Revenue grew 7.1% year-over-year with EPS of $4.46.
💸 Quarterly dividend rose to $1.16 per share.
📉 Analyst consensus is 'Reduce' with a mean target of $267.69.
📈 FDS shares gained 6.7% in mid-day trading, trading as high as $221.47 against a previous close of $208.84.
💰 Q1 revenue reached $611.02 million, surpassing analyst estimates of $604.78 million by 1.0%.
📊 Earnings per share beat consensus expectations at $4.46 compared to the estimated $4.37.
💹 Net margin expanded to 24.48% with a return on equity of 30.25% for the quarter.
🚀 Revenue grew 7.1% year-over-year, demonstrating consistent business expansion.
💸 Quarterly dividend increased to $1.16 per share, representing an annualized yield of 2.0%.
📉 Goldman Sachs downgraded FDS from 'sell' to 'underweight' with a June 18th report.
📈 UBS maintained a 'buy' rating while lowering the price objective from $425.00 to $380.00.
🏦 Rothschild & Co downgraded the stock from 'neutral' to 'sell' with a $215.00 target.
📉 Royal Bank of Canada cut its price target from $243.00 to $240.00 in late May.
🔍 Consensus analyst rating is currently 'Reduce' with a mean price target of $267.69.
🏛️ Mattern Capital Management increased holdings by 48.8% in the fourth quarter.
📈 Heron Bay Capital lifted its position by 52.6% during the third quarter.
🆕 Element Squared LLC and Ticino Wealth established new positions valued at $2.3M and $1.9M respectively.
👥 Institutional ownership stands at 91.24%, indicating strong investor confidence.
💻 Core products include FactSet Workstation, APIs, and cloud-based solutions for financial analytics.
🌍 Company operates globally providing integrated data to portfolio managers and risk officers.
📅 Earnings results were posted on Tuesday, March 31st, with dividend paid June 18th.
📉 Trading volume was low at 116,147 shares, an 88% decline from the average daily volume.
📈 Analyst ratings are split with one Strong Buy, one Buy, eight Holds, and seven Sells.
Bullish Signals
Q1 revenue of $611.02M beat estimates.
Earnings per share of $4.46 exceeded consensus.
Net margin of 24.48% and ROE of 30.25%.
Revenue grew 7.1% year-over-year.
Quarterly dividend increased to $1.16.
Risk Factors
Goldman Sachs downgraded FDS to 'underweight' on June 18.
Rothschild & Co downgraded stock to 'sell' with $215 target.
Royal Bank of Canada lowered price target from $243 to $240.
UBS reduced objective from $425 to $380 despite 'buy' rating.
Consensus rating is 'Reduce' with mean target of $267.69.
Bullish Signals
FDS reported Q1 revenue of $611.02 million, beating analyst estimates of $604.78 million.
Earnings per share of $4.46 exceeded the consensus estimate of $4.37 by $0.09.
The company achieved a strong net margin of 24.48% and a return on equity of 30.25%.
Revenue grew 7.1% year-over-year, indicating solid business growth.
FactSet increased its quarterly dividend to $1.16 per share from the previous $1.10.
Mattern Capital Management raised its stake by 48.8% in the fourth quarter.
Heron Bay Capital increased its position by 52.6% during the third quarter.
Citigroup boosted its holdings by 24.7% in the third quarter.
New institutional investors Element Squared LLC and Ticino Wealth established significant new positions.
Risk Factors
Goldman Sachs downgraded FDS from 'sell' to 'underweight' in a June 18th report.
Rothschild & Co downgraded the stock from 'neutral' to 'sell' with a $215.00 price target.
Royal Bank of Canada lowered its price target from $243.00 to $240.00 in late May.
UBS Group reduced its price objective from $425.00 to $380.00 despite maintaining a 'buy' rating.
The consensus analyst rating is currently 'Reduce' with a mean price target of $267.69.
Trading volume was significantly low at 116,147 shares, an 88% decline from the average daily volume.
FactSet Research Systems Inc. (NYSE:FDS) saw significant institutional activity in the first quarter, led by GHP Investment Advisors increasing its stake by 10.9% to own 27,210 shares valued at $5.9 million. Other notable investors including Louisiana State Employees Retirement System, KFG Wealth Management, Hendley & Co., SG Americas Securities, and Rockefeller Capital Management all increased their holdings, with some seeing massive percentage gains like Rockefeller's 683.8% boost in the fourth quarter. Institutional ownership remains high at 91.24%.
The stock currently trades around $232, having a market capitalization of $8.45 billion and a P/E ratio of 14.92. Financial metrics show a current ratio of 1.43 and a debt-to-equity ratio of 0.64. The company recently increased its quarterly dividend to $1.16 per share, representing an annualized yield of 2.0% with a payout ratio of 29.84%. Analyst consensus targets the stock at $267.69, though ratings are mixed with several downgrades from major firms like Rothschild & Co and Goldman Sachs.
FactSet operates as a global provider of integrated financial data and analytics, founded in 1978 and headquartered in Norwalk, Connecticut. Its core offerings include the FactSet Workstation for customizable screening and portfolio analysis, APIs for system integration, and cloud-based solutions for thematic research. The platform aggregates real-time market data, company fundamentals, estimates, and proprietary analytics to serve portfolio managers, analysts, and risk officers.
📈 GHP Investment Advisors increased stake to 27,210 shares valued at $5.9 million.
📈 Hendley & Co. grew holdings by 166% to own 19,820 shares worth $4.3 million.
📈 SG Americas Securities LLC boosted position by 240.5% to hold 70,920 shares valued at $15.4 million.
📉 Rothschild & Co downgraded stock to 'sell' with $215 price target.
💰 Company raised quarterly dividend to $1.16 per share for 2.0% annualized yield.
📈 GHP Investment Advisors increased its stake in FactSet by 10.9% to own 27,210 shares valued at $5.9 million.
📈 Louisiana State Employees Retirement System acquired a new position valued at $412,000 in the first quarter.
📈 Hendley & Co. Inc. grew its stake by 166.0% to own 19,820 shares valued at $4.3 million.
📈 SG Americas Securities LLC increased holdings by 240.5% to own 70,920 shares valued at $15.4 million.
📈 Rockefeller Capital Management L.P. boosted its stake by 683.8% in the fourth quarter to own 33,094 shares.
📉 Rothschild & Co Redburn downgraded FactSet from 'neutral' to 'sell' with a $215 price target.
📉 Goldman Sachs Group downgraded the stock from 'sell' to 'underweight' in a June 18th report.
📈 UBS Group decreased its price target to $380 but maintained a 'buy' rating for the company.
💰 The company raised its quarterly dividend to $1.16 per share, increasing the annualized yield to 2.0%.
📊 FactSet Research Systems has a market cap of $8.45 billion and a P/E ratio of 14.92.
📉 The stock trades between a 52-week low of $185 and a high of $453.41.
📊 Hedge funds and other institutional investors collectively own 91.24% of the company's outstanding stock.
Bullish Signals
Major investors like GHP and Hendley significantly increased stakes in Q1.
Rockefeller Capital added 28,872 shares, a 683.8% holding increase.
Quarterly dividend raised from $1.10 to $1.16 per share.
Strong balance sheet with current ratio of 1.43 and debt-to-equity of 0.64.
Institutional ownership stands robust at 91.24%.
Risk Factors
Rothschild & Co downgraded to 'sell' with $215 target.
Goldman Sachs downgraded to 'underweight'.
Wells Fargo issued 'underweight' rating with $200 target.
Consensus 'Reduce' rating targets $267.69 below current price.
UBS cut price target from $425 to $380.
Bullish Signals
Multiple major institutional investors, including GHP Investment Advisors, Hendley & Co., and SG Americas Securities, significantly increased their stakes in FactSet during the first quarter.
Rockefeller Capital Management L.P. acquired a massive additional position of 28,872 shares, representing a 683.8% increase in its holding over the fourth quarter.
The company recently announced an increase in its quarterly dividend from $1.10 to $1.16 per share, signaling confidence in cash flow generation.
FactSet maintains a strong balance sheet with a current ratio and quick ratio of 1.43 and a manageable debt-to-equity ratio of 0.64.
Institutional ownership remains robust at 91.24%, indicating sustained interest from professional money managers despite mixed analyst ratings.
Risk Factors
Rothschild & Co Redburn downgraded FactSet from a 'neutral' rating to a 'sell' rating with a price target of $215.
Goldman Sachs Group downgraded the stock from a 'sell' rating to an 'underweight' rating in a report dated June 18th.
Wells Fargo & Company issued an 'underweight' rating and increased its price objective only slightly to $200.
The consensus analyst rating is 'Reduce' with a target price of $267.69, which is below the current trading price of approximately $232 if adjusted for recent volatility or implies a lower fair value depending on interpretation.
UBS Group decreased its price target from $425 to $380, suggesting a potential overvaluation relative to previous estimates.
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