Key Points
- Laurie Siegel sold 2,572 shares of FactSet (transaction on Jan. 8) at an average price of $296.25 for about $761,955, reducing her stake by 71.27% to 1,037 shares.
- FactSet beat quarterly expectations with EPS $4.51 (vs. $4.36) and $607.6M revenue, and set FY2026 guidance of 16.90–17.60 EPS (analysts expect ~17.21).
- The board approved a $600 million buyback (up to 5.4% of shares) and the company pays a $1.10 quarterly dividend ($4.40 annual, ~1.5% yield); analysts’ consensus rating is “Reduce” with an average target of $312.58.
FactSet Research Systems Inc. (NYSE:FDS - Get Free Report) Director Laurie Siegel sold 2,572 shares of the stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $296.25, for a total value of $761,955.00. Following the sale, the director owned 1,037 shares in the company, valued at approximately $307,211.25. This trade represents a 71.27% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link.
FactSet Research Systems Stock Performance
NYSE FDS opened at $297.06 on Tuesday. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 0.63. FactSet Research Systems Inc. has a fifty-two week low of $250.50 and a fifty-two week high of $477.92. The business has a fifty day moving average of $282.02 and a 200-day moving average of $331.15. The stock has a market cap of $11.02 billion, a price-to-earnings ratio of 18.90, a price-to-earnings-growth ratio of 2.69 and a beta of 0.75.
FactSet Research Systems (NYSE:FDS - Get Free Report) last posted its quarterly earnings data on Thursday, December 18th. The business services provider reported $4.51 EPS for the quarter, topping analysts' consensus estimates of $4.36 by $0.15. FactSet Research Systems had a return on equity of 30.49% and a net margin of 25.40%.The firm had revenue of $607.62 million during the quarter, compared to analysts' expectations of $599.69 million. During the same quarter last year, the business posted $4.37 EPS. The firm's quarterly revenue was up 6.8% compared to the same quarter last year. FactSet Research Systems has set its FY 2026 guidance at 16.900-17.600 EPS. As a group, analysts predict that FactSet Research Systems Inc. will post 17.21 earnings per share for the current fiscal year.
FactSet Research Systems declared that its Board of Directors has initiated a stock repurchase plan on Thursday, December 18th that permits the company to buyback $600.00 million in outstanding shares. This buyback authorization permits the business services provider to reacquire up to 5.4% of its shares through open market purchases. Shares buyback plans are typically a sign that the company's board believes its stock is undervalued.
FactSet Research Systems Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Stockholders of record on Friday, November 28th were given a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Friday, November 28th. FactSet Research Systems's payout ratio is currently 27.99%.
Institutional Trading of FactSet Research Systems
Institutional investors have recently modified their holdings of the company. ORG Partners LLC lifted its holdings in shares of FactSet Research Systems by 13.9% during the second quarter. ORG Partners LLC now owns 205 shares of the business services provider's stock worth $93,000 after purchasing an additional 25 shares during the period. Valmark Advisers Inc. raised its position in FactSet Research Systems by 1.3% during the 2nd quarter. Valmark Advisers Inc. now owns 1,970 shares of the business services provider's stock worth $881,000 after purchasing an additional 26 shares during the last quarter. Huntington National Bank lifted its holdings in FactSet Research Systems by 10.0% during the 2nd quarter. Huntington National Bank now owns 320 shares of the business services provider's stock worth $143,000 after buying an additional 29 shares during the period. Daiwa Securities Group Inc. grew its position in shares of FactSet Research Systems by 0.4% in the 2nd quarter. Daiwa Securities Group Inc. now owns 6,866 shares of the business services provider's stock valued at $3,071,000 after buying an additional 30 shares during the last quarter. Finally, Claret Asset Management Corp increased its stake in shares of FactSet Research Systems by 7.0% in the second quarter. Claret Asset Management Corp now owns 532 shares of the business services provider's stock valued at $238,000 after buying an additional 35 shares during the period. Hedge funds and other institutional investors own 91.24% of the company's stock.
Analyst Ratings Changes
A number of brokerages have weighed in on FDS. Jefferies Financial Group reissued a "hold" rating and set a $305.00 price target on shares of FactSet Research Systems in a research note on Friday, December 19th. The Goldman Sachs Group reduced their target price on FactSet Research Systems from $282.00 to $253.00 and set a "sell" rating on the stock in a research report on Friday, December 19th. Wolfe Research restated an "underperform" rating and issued a $290.00 price target on shares of FactSet Research Systems in a report on Friday, November 14th. Zacks Research upgraded shares of FactSet Research Systems from a "strong sell" rating to a "hold" rating in a report on Friday, December 5th. Finally, Barclays lowered their target price on shares of FactSet Research Systems from $390.00 to $300.00 and set an "underweight" rating for the company in a report on Friday, September 19th. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, ten have assigned a Hold rating and five have given a Sell rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Reduce" and an average target price of $312.58.
Check Out Our Latest Research Report on FDS
FactSet Research Systems Company Profile
(
Get Free Report)
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.
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