FactSet Research Systems Inc.

New York Stock Exchange
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Somewhat Bullish +45

Boston Trust Walden Corp Reduces Stake in FactSet Research Systems Inc ...

AI-generated analysis

📈 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
  • 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.
Full Analysis
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.