Key Points
- Director Malcolm Frank sold 2,572 shares at an average of $295.70 for a total of $760,540.40, reducing his ownership by 74.53% to 879 shares, per the SEC filing.
- FactSet beat Q results (EPS $4.51 vs. $4.36; revenue $607.6M), set FY2026 guidance of $16.90–$17.60 EPS, initiated a $600M share buyback and pays a $1.10 quarterly dividend.
- Brokerage sentiment is weak — MarketBeat shows a consensus "Reduce" rating with a $313 average target and several underweight/sell calls, and the stock has recently underperformed peers.
FactSet Research Systems Inc. (NYSE:FDS - Get Free Report) Director Malcolm Frank sold 2,572 shares of the company's stock in a transaction on Monday, January 12th. The shares were sold at an average price of $295.70, for a total transaction of $760,540.40. Following the completion of the sale, the director directly owned 879 shares in the company, valued at approximately $259,920.30. This represents a 74.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link.
FactSet Research Systems Price Performance
FDS stock opened at $295.77 on Thursday. The firm has a market cap of $10.97 billion, a price-to-earnings ratio of 18.81, a PEG ratio of 2.66 and a beta of 0.75. 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 12-month low of $250.50 and a 12-month high of $477.92. The company's fifty day simple moving average is $283.25 and its 200 day simple moving average is $329.85.
FactSet Research Systems (NYSE:FDS - Get Free Report) last issued its quarterly earnings results on Thursday, December 18th. The business services provider reported $4.51 earnings per share 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 the consensus estimate of $599.69 million. During the same period last year, the business posted $4.37 EPS. The business's 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. On average, analysts expect that FactSet Research Systems Inc. will post 17.21 earnings per share for the current year.
FactSet Research Systems Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Friday, November 28th were paid a $1.10 dividend. The ex-dividend date of this dividend was Friday, November 28th. This represents a $4.40 annualized dividend and a yield of 1.5%. FactSet Research Systems's payout ratio is 27.99%.
FactSet Research Systems declared that its board has initiated a share repurchase program on Thursday, December 18th that allows the company to buyback $600.00 million in outstanding shares. This buyback authorization allows the business services provider to repurchase up to 5.4% of its stock through open market purchases. Stock buyback programs are generally a sign that the company's board believes its shares are undervalued.
Institutional Investors Weigh In On FactSet Research Systems
Institutional investors and hedge funds have recently made changes to their positions in the business. ORG Wealth Partners LLC boosted its stake in FactSet Research Systems by 118.9% during the 4th quarter. ORG Wealth Partners LLC now owns 659 shares of the business services provider's stock valued at $191,000 after purchasing an additional 358 shares during the last quarter. Mitchell & Pahl Private Wealth LLC raised its stake in shares of FactSet Research Systems by 3.5% in the fourth quarter. Mitchell & Pahl Private Wealth LLC now owns 2,231 shares of the business services provider's stock worth $647,000 after purchasing an additional 76 shares during the last quarter. Wincap Financial LLC bought a new position in shares of FactSet Research Systems in the fourth quarter valued at approximately $277,000. Pallas Capital Advisors LLC purchased a new position in shares of FactSet Research Systems during the fourth quarter valued at approximately $640,000. Finally, Dakota Wealth Management purchased a new position in shares of FactSet Research Systems during the fourth quarter valued at approximately $288,000. Institutional investors and hedge funds own 91.24% of the company's stock.
Analyst Ratings Changes
A number of research analysts recently issued reports on the stock. Raymond James Financial reiterated a "market perform" rating on shares of FactSet Research Systems in a research report on Thursday, December 18th. The Goldman Sachs Group dropped their price objective on shares of FactSet Research Systems from $282.00 to $253.00 and set a "sell" rating on the stock in a report on Friday, December 19th. Stifel Nicolaus reduced their target price on FactSet Research Systems from $372.00 to $295.00 and set a "hold" rating for the company in a research note on Friday, December 19th. Zacks Research raised FactSet Research Systems from a "strong sell" rating to a "hold" rating in a research report on Friday, December 5th. Finally, Wells Fargo & Company increased their price target on FactSet Research Systems from $260.00 to $265.00 and gave the stock an "underweight" rating in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, ten have assigned a Hold rating and five have assigned a Sell rating to the company's stock. According to MarketBeat.com, FactSet Research Systems presently has a consensus rating of "Reduce" and a consensus price target of $313.00.
View Our Latest Research Report on FDS
FactSet Research Systems News Roundup
Here are the key news stories impacting FactSet Research Systems this week:
- Positive Sentiment: FactSet reported a quarter that beat consensus (Q report: $4.51 EPS vs $4.36 exp.; revenue ~$607.6M) and set FY2026 guidance of $16.90–$17.60 EPS; the board also authorized a $600M share-repurchase program and the company pays a $1.10 quarterly dividend — supportive fundamentals and shareholder-return actions. MarketBeat FDS report
- Positive Sentiment: Bullish analyst/coverage pieces argue the stock looks inexpensive relative to growth acceleration potential, helping demand. Seeking Alpha article
- Neutral Sentiment: Coverage noting FactSet’s role supporting capital markets and sector commentary may provide broader, sideways interest rather than a direct catalyst. Kalkine article
- Negative Sentiment: Two directors disclosed sizable stock sales (Laurie Siegel and Malcolm Frank each sold 2,572 shares recently, materially reducing their holdings), which can create negative investor sentiment even if sales are non-fundamental. SEC filing (Malcolm Frank) Insider selling summary
- Negative Sentiment: Brokerage sentiment remains weak: consensus “Reduce” rating, several underweight/sell ratings and recent notes (Wells Fargo nudged its target slightly higher to $265 but kept an underweight call) are headwinds because targets remain below the current market price. Benzinga (Wells Fargo note) AmericanBankingNews consensus
- Negative Sentiment: MarketWatch notes FactSet underperformed peers recently, signaling relative weakness that could pressure sentiment until growth re-acceleration is clearer. MarketWatch piece
About FactSet Research Systems
(
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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