FactSet Research Systems Inc.

New York Stock Exchange
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Bullish +60

Arrowstreet Capital Limited Partnership Acquires 208,824 Shares of ...

AI-generated analysis

📈 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
  • FactSet Research Systems beat quarterly earnings estimates with EPS of $4.53 versus the consensus of $4.44.
  • Revenue of $622.92 million exceeded analyst expectations of $617.91 million, showing strong top-line growth.
  • The company achieved a healthy net margin of 23.21% and a return on equity of 30.68%.
  • Quarterly revenue increased by 6.4% year-over-year, indicating sustained business expansion.
  • Arrowstreet Capital Limited Partnership significantly increased its stake by 123.5%, signaling strong institutional confidence.
  • Mattern Capital Management LLC boosted its position by 48.8%, adding to the growing institutional interest.
  • Investment House LLC dramatically increased its holdings by 311.5% in the fourth quarter.
  • The company raised its quarterly dividend to $1.16, offering a yield of 1.8% to shareholders.
  • Morgan Stanley raised its price objective from $228 to $230 on July 2nd.
  • BMO Capital Markets increased its price target from $257 to $275 in late June.
Risk Factors
  • Bank of America downgraded the stock to 'underperform' and lowered its price target to $210.
  • Rothschild & Co Redburn downgraded the rating to 'sell' with a price target of $215.
  • The consensus analyst rating is 'Reduce' with an average price target of $253, which is below some recent highs.
  • A significant portion of institutional ownership (91.24%) suggests potential concentration risk among hedge funds.
Full Analysis
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.