FactSet Research Systems Inc. $FDS Stock Position Lifted by Blue Trust Inc.

Blue Trust Inc. raised its holdings in FactSet Research Systems Inc. (NYSE:FDS) by 20.1% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 245 shares of the business services provider’s stock after acquiring an additional 41 shares during the quarter. Blue Trust Inc.’s holdings in FactSet Research Systems were worth $110,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the business. L. Roy Papp & Associates LLP lifted its stake in FactSet Research Systems by 2.6% in the second quarter. L. Roy Papp & Associates LLP now owns 18,791 shares of the business services provider’s stock valued at $8,405,000 after acquiring an additional 483 shares during the last quarter. Stonebridge Financial Group LLC lifted its stake in FactSet Research Systems by 2.6% in the second quarter. Stonebridge Financial Group LLC now owns 9,676 shares of the business services provider’s stock valued at $4,328,000 after acquiring an additional 246 shares during the last quarter. IFP Advisors Inc lifted its stake in FactSet Research Systems by 165.8% in the second quarter. IFP Advisors Inc now owns 420 shares of the business services provider’s stock valued at $189,000 after acquiring an additional 262 shares during the last quarter. Callan Family Office LLC lifted its stake in shares of FactSet Research Systems by 1,069.1% in the second quarter. Callan Family Office LLC now owns 8,710 shares of the business services provider’s stock worth $3,896,000 after buying an additional 7,965 shares during the last quarter. Finally, Valmark Advisers Inc. lifted its stake in shares of FactSet Research Systems by 1.3% in the second quarter. Valmark Advisers Inc. now owns 1,970 shares of the business services provider’s stock worth $881,000 after buying an additional 26 shares during the last quarter. 91.24% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research analysts recently commented on FDS shares. UBS Group upgraded shares of FactSet Research Systems from a “neutral” rating to a “buy” rating and dropped their target price for the stock from $480.00 to $425.00 in a report on Monday, September 22nd. Rothschild & Co Redburn upgraded shares of FactSet Research Systems from a “sell” rating to a “neutral” rating and dropped their target price for the stock from $415.00 to $370.00 in a report on Friday, September 12th. Huber Research upgraded shares of FactSet Research Systems to a “strong sell” rating in a report on Friday, September 19th. Zacks Research downgraded shares of FactSet Research Systems from a “hold” rating to a “strong sell” rating in a report on Tuesday, September 23rd. Finally, Wells Fargo & Company dropped their target price on shares of FactSet Research Systems from $355.00 to $296.00 and set an “underweight” rating on the stock in a report on Friday, September 19th. One equities research analyst has rated the stock with a Buy rating, eight have issued a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat.com, FactSet Research Systems has an average rating of “Reduce” and a consensus price target of $356.78.

FactSet Research Systems Price Performance

NYSE:FDS opened at $278.09 on Friday. The stock has a market cap of $10.51 billion, a P/E ratio of 17.88, a PEG ratio of 2.10 and a beta of 0.79. FactSet Research Systems Inc. has a one year low of $272.50 and a one year high of $499.87. The company has a fifty day moving average price of $334.99 and a 200 day moving average price of $399.73. The company has a debt-to-equity ratio of 0.63, a current ratio of 1.40 and a quick ratio of 1.47.

FactSet Research Systems (NYSE:FDS) last released its earnings results on Thursday, September 18th. The business services provider reported $4.05 EPS for the quarter, missing the consensus estimate of $4.13 by ($0.08). The company had revenue of $596.90 million for the quarter, compared to analyst estimates of $593.32 million. FactSet Research Systems had a net margin of 25.72% and a return on equity of 31.06%. FactSet Research Systems’s revenue for the quarter was up 6.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.74 earnings per share. FactSet Research Systems has set its FY 2026 guidance at 16.900-17.600 EPS. Analysts anticipate 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, September 18th. Shareholders of record on Friday, August 29th were issued a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend was Friday, August 29th. FactSet Research Systems’s payout ratio is 28.30%.

Insider Buying and Selling at FactSet Research Systems

In other FactSet Research Systems news, insider Christopher Mcloughlin purchased 338 shares of the stock in a transaction on Tuesday, September 23rd. The shares were purchased at an average price of $296.19 per share, with a total value of $100,112.22. Following the acquisition, the insider directly owned 3,446 shares of the company’s stock, valued at $1,020,670.74. This represents a 10.88% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Helen L. Shan purchased 370 shares of the stock in a transaction on Monday, October 6th. The stock was acquired at an average cost of $275.48 per share, for a total transaction of $101,927.60. Following the acquisition, the executive vice president directly owned 9,284 shares in the company, valued at approximately $2,557,556.32. This trade represents a 4.15% increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders own 1.10% of the company’s stock.

FactSet Research Systems Profile

FactSet Research Systems Inc, a financial data company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth.