FactSet Research Systems Inc. $FDS Holdings Decreased by Essential Partners LLC

Essential Partners LLC trimmed its holdings in shares of FactSet Research Systems Inc. (NYSE:FDS) by 94.9% during the 1st quarter, Holdings Channel reports. The institutional investor owned 145 shares of the business services provider’s stock after selling 2,700 shares during the period. Essential Partners LLC’s holdings in FactSet Research Systems were worth $31,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. WPG Advisers LLC boosted its position in FactSet Research Systems by 76.9% during the 4th quarter. WPG Advisers LLC now owns 92 shares of the business services provider’s stock worth $27,000 after acquiring an additional 40 shares during the period. Field & Main Bank acquired a new position in shares of FactSet Research Systems in the 4th quarter valued at about $29,000. BOKF NA increased its holdings in shares of FactSet Research Systems by 5,100.0% in the 3rd quarter. BOKF NA now owns 104 shares of the business services provider’s stock valued at $30,000 after purchasing an additional 102 shares during the period. Navalign LLC purchased a new stake in shares of FactSet Research Systems in the fourth quarter worth approximately $32,000. Finally, Litman Gregory Wealth Management LLC purchased a new stake in shares of FactSet Research Systems in the fourth quarter worth approximately $32,000. 91.24% of the stock is owned by institutional investors and hedge funds.

FactSet Research Systems Price Performance

NYSE FDS opened at $269.88 on Tuesday. 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 stock has a market capitalization of $9.60 billion, a PE ratio of 17.78, a price-to-earnings-growth ratio of 1.77 and a beta of 0.70. FactSet Research Systems Inc. has a 12-month low of $185.00 and a 12-month high of $398.50. The company has a 50 day moving average price of $246.49 and a two-hundred day moving average price of $232.57.

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

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on FDS shares. Barclays boosted 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 report on Monday, July 6th. Wells Fargo & Company increased their target price on shares of FactSet Research Systems from $200.00 to $210.00 and gave the stock an “underweight” rating in a research report on Thursday, July 2nd. Royal Bank Of Canada restated a “sector perform” rating and set a $240.00 price target on shares of FactSet Research Systems in a report on Thursday, July 2nd. Wolfe Research upped their price target on shares of FactSet Research Systems from $225.00 to $240.00 and gave the stock an “underperform” rating in a research note on Wednesday, July 1st. Finally, Weiss Ratings raised FactSet Research Systems from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, July 13th. One 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. Based on data from MarketBeat.com, the company currently has an average rating of “Reduce” and a consensus price target 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.