PNC Financial Services Group Inc. Grows Stock Holdings in FactSet Research Systems Inc. $FDS

PNC Financial Services Group Inc. boosted its stake in shares of FactSet Research Systems Inc. (NYSE:FDS) by 8.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 29,108 shares of the business services provider’s stock after buying an additional 2,216 shares during the quarter. PNC Financial Services Group Inc. owned 0.08% of FactSet Research Systems worth $6,316,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Kinsale Capital Group Inc. grew its holdings in shares of FactSet Research Systems by 26.3% in the 1st quarter. Kinsale Capital Group Inc. now owns 22,418 shares of the business services provider’s stock worth $4,864,000 after acquiring an additional 4,669 shares during the period. Aurora Investment Counsel raised its holdings in FactSet Research Systems by 31.1% during the first quarter. Aurora Investment Counsel now owns 9,006 shares of the business services provider’s stock worth $1,954,000 after purchasing an additional 2,139 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC raised its holdings in FactSet Research Systems by 120.2% during the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 2,816 shares of the business services provider’s stock worth $611,000 after purchasing an additional 1,537 shares during the last quarter. Advisortrust Partners LLC purchased a new stake in FactSet Research Systems during the first quarter worth $271,000. Finally, Allspring Global Investments Holdings LLC boosted its position in FactSet Research Systems by 209.0% during the first quarter. Allspring Global Investments Holdings LLC now owns 15,794 shares of the business services provider’s stock worth $3,551,000 after purchasing an additional 10,682 shares in the last quarter. 91.24% of the stock is owned by hedge funds and other institutional investors.

FactSet Research Systems Stock Up 0.1%

FDS opened at $254.61 on Monday. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.44. The firm has a market cap of $9.06 billion, a P/E ratio of 16.77, a PEG ratio of 1.71 and a beta of 0.72. FactSet Research Systems Inc. has a 52 week low of $185.00 and a 52 week high of $424.62. The business’s fifty day simple moving average is $241.09 and its 200 day simple moving average is $233.51.

FactSet Research Systems (NYSE:FDS) last announced its earnings results on Wednesday, July 1st. The business services provider reported $4.53 earnings per share for the quarter, beating the consensus estimate of $4.44 by $0.09. The firm had revenue of $622.92 million during the quarter, compared to the consensus estimate of $617.91 million. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. The firm’s revenue for the quarter was up 6.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.27 EPS. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. As a group, equities research analysts anticipate that FactSet Research Systems Inc. will post 17.76 EPS for the current fiscal year.

FactSet Research Systems Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Friday, May 29th were given a dividend of $1.16 per share. This represents a $4.64 annualized dividend and a yield of 1.8%. This is a boost from FactSet Research Systems’s previous quarterly dividend of $1.10. The ex-dividend date was Friday, May 29th. FactSet Research Systems’s dividend payout ratio (DPR) is currently 30.57%.

Key FactSet Research Systems News

Here are the key news stories impacting FactSet Research Systems this week:

• Positive Sentiment: FactSet said Curi adopted its portfolio analytics suite, expanding FactSet’s reach in the insurance market and signaling continued demand for its data and analytics products. FactSet (FDS) Expands Insurance Reach As Curi Adopts Its Portfolio Analytics Suite
• Positive Sentiment: Zacks Research raised earnings estimates for multiple upcoming periods, including FY2026, FY2027, and FY2028, suggesting expectations for stronger profitability ahead.
• Positive Sentiment: The company’s recent quarterly results beat Wall Street expectations on both EPS and revenue, which supports the view that FactSet’s business remains resilient.
• Neutral Sentiment: Analysts’ estimate changes for individual quarters were mixed, with some near-term revisions slightly lower and others higher, so the impact is more incremental than transformative.

Analyst Upgrades and Downgrades

FDS has been the subject of a number of research analyst reports. Jefferies Financial Group raised their price target on FactSet Research Systems from $225.00 to $253.00 and gave the company a “hold” rating in a research report on Thursday, July 2nd. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of FactSet Research Systems from $275.00 to $280.00 and gave the stock a “hold” rating in a research report on Thursday, July 2nd. Barclays increased their price objective on shares of FactSet Research Systems from $210.00 to $216.00 and gave the company an “underweight” rating in a research note on Monday, July 6th. Morgan Stanley raised their target price on shares of FactSet Research Systems from $228.00 to $230.00 and gave the company an “equal weight” rating in a report on Thursday, July 2nd. Finally, Bank of America upped their price target on shares of FactSet Research Systems from $205.00 to $210.00 and gave the company an “underperform” rating in a report on Thursday, July 2nd. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, ten have assigned a Hold rating and six have assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Reduce” and an average target price of $253.00.

FactSet Research Systems Profile

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.