FactSet Research Systems Inc.

New York Stock Exchange
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Somewhat Bullish +45

Dimensional Fund Advisors LP Has $78.67 Million Stock Position in ...

AI-generated analysis

📈 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
  • 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.
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 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.