Stratos Wealth Partners LTD. Has $494,000 Position in FactSet Research Systems Inc. $FDS

Stratos Wealth Partners LTD. lowered its stake in shares of FactSet Research Systems Inc. (NYSE:FDS) by 42.4% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,104 shares of the business services provider’s stock after selling 813 shares during the period. Stratos Wealth Partners LTD.’s holdings in FactSet Research Systems were worth $494,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. SouthState Corp boosted its stake in shares of FactSet Research Systems by 1,400.0% during the 1st quarter. SouthState Corp now owns 60 shares of the business services provider’s stock valued at $27,000 after buying an additional 56 shares during the period. Caitong International Asset Management Co. Ltd boosted its stake in shares of FactSet Research Systems by 4,200.0% during the 1st quarter. Caitong International Asset Management Co. Ltd now owns 86 shares of the business services provider’s stock valued at $39,000 after buying an additional 84 shares during the period. WPG Advisers LLC acquired a new stake in shares of FactSet Research Systems during the 1st quarter valued at $41,000. Bank of Jackson Hole Trust boosted its stake in shares of FactSet Research Systems by 187.9% during the 1st quarter. Bank of Jackson Hole Trust now owns 95 shares of the business services provider’s stock valued at $44,000 after buying an additional 62 shares during the period. Finally, Golden State Wealth Management LLC boosted its stake in shares of FactSet Research Systems by 800.0% during the 1st quarter. Golden State Wealth Management LLC now owns 99 shares of the business services provider’s stock valued at $45,000 after buying an additional 88 shares during the period. Institutional investors and hedge funds own 91.24% of the company’s stock.

Insider Buying and Selling at FactSet Research Systems

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

FactSet Research Systems Stock Performance

Shares of FDS opened at $286.94 on Friday. The company has a market capitalization of $10.76 billion, a PE ratio of 18.45, a price-to-earnings-growth ratio of 2.97 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 debt-to-equity ratio of 0.63, a current ratio of 1.40 and a quick ratio of 1.47. The company’s fifty day moving average price is $326.32 and its 200 day moving average price is $394.78.

FactSet Research Systems (NYSE:FDS) last announced 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 firm had revenue of $596.90 million during the quarter, compared to the consensus estimate of $593.32 million. FactSet Research Systems had a return on equity of 31.06% and a net margin of 25.72%.The business’s revenue was up 6.2% compared to the same quarter last year. During the same quarter last year, the business earned $3.74 EPS. FactSet Research Systems has set its FY 2026 guidance at 16.900-17.600 EPS. As a group, analysts expect that FactSet Research Systems Inc. will post 17.21 earnings per share for the current year.

FactSet Research Systems Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, September 18th. Investors of record on Friday, August 29th were issued a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 1.5%. The ex-dividend date was Friday, August 29th. FactSet Research Systems’s dividend payout ratio (DPR) is 28.30%.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on FDS shares. Rothschild & Co Redburn raised shares of FactSet Research Systems from a “sell” rating to a “neutral” rating and decreased their target price for the company from $415.00 to $370.00 in a research note on Friday, September 12th. Wells Fargo & Company reduced their price objective on shares of FactSet Research Systems from $355.00 to $296.00 and set an “underweight” rating for the company in a research note on Friday, September 19th. Huber Research raised shares of FactSet Research Systems to a “strong sell” rating in a research note on Friday, September 19th. Zacks Research lowered shares of FactSet Research Systems from a “hold” rating to a “strong sell” rating in a research note on Tuesday, September 23rd. Finally, Barclays reduced their price objective on shares of FactSet Research Systems from $390.00 to $300.00 and set an “underweight” rating for the company in a research note on Friday, September 19th. One analyst has rated the stock with a Buy rating, eight have issued a Hold rating and five have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Reduce” and a consensus target price of $356.78.

About FactSet Research Systems

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.