Y Intercept Hong Kong Ltd Invests $4.40 Million in FactSet Research Systems Inc. $FDS

Y Intercept Hong Kong Ltd bought a new position in FactSet Research Systems Inc. (NYSE:FDS) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 20,295 shares of the business services provider’s stock, valued at approximately $4,404,000.

Several other institutional investors and hedge funds have also modified their holdings of FDS. Leonteq Securities AG increased its holdings in FactSet Research Systems by 169.4% during the 1st quarter. Leonteq Securities AG now owns 1,727 shares of the business services provider’s stock valued at $375,000 after purchasing an additional 1,086 shares in the last quarter. Mitchell & Pahl Private Wealth LLC boosted its stake in FactSet Research Systems by 25.1% in the first quarter. Mitchell & Pahl Private Wealth LLC now owns 2,792 shares of the business services provider’s stock worth $606,000 after purchasing an additional 561 shares in the last quarter. Harbor Investment Advisory LLC boosted its stake in FactSet Research Systems by 31.6% in the first quarter. Harbor Investment Advisory LLC now owns 920 shares of the business services provider’s stock worth $200,000 after purchasing an additional 221 shares in the last quarter. Drucker Wealth 3.0 LLC grew its holdings in shares of FactSet Research Systems by 186.8% during the first quarter. Drucker Wealth 3.0 LLC now owns 6,422 shares of the business services provider’s stock worth $1,393,000 after purchasing an additional 4,183 shares during the last quarter. Finally, Lansforsakringar Fondforvaltning AB publ acquired a new stake in shares of FactSet Research Systems in the first quarter valued at $486,000. 91.24% of the stock is owned by institutional investors and hedge funds.

Key FactSet Research Systems News

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

• Positive Sentiment: FactSet reported third-quarter results that topped Wall Street expectations, with revenue and EPS both ahead of estimates, which supports the recent move higher in the stock. These Analysts Revise Their Forecasts On FactSet Research After Q3 Results
• Positive Sentiment: The company said it is seeing strong ASV growth and AI-driven demand, with management and several analysts saying these trends could keep subscription growth healthy and help FactSet track toward the high end of its FY2026 guidance. FactSet Research Q3 Earnings Call Highlights AI Demand & ASV Gains
• Positive Sentiment: Several analysts raised price targets after the earnings release, including Jefferies, Deutsche Bank, UBS, and BMO, reflecting improved sentiment around FactSet’s growth outlook. Analyst price target updates
• Neutral Sentiment: RBC and Morgan Stanley kept relatively cautious ratings, and Bank of America still rates the stock underperform despite modestly higher targets, showing that not all analysts are convinced the upside is fully justified. Analyst caution on FactSet
• Neutral Sentiment: Recent commentary from Zacks and Seeking Alpha also highlighted FactSet as a growth or upside candidate, adding to the bullish narrative, though these pieces are more opinion-driven than fundamental news. FactSet Research (FDS) is a Top-Ranked Growth Stock: Should You Buy?

FactSet Research Systems Price Performance

FactSet Research Systems stock opened at $250.55 on Monday. The business’s 50-day simple moving average is $231.33 and its 200 day simple moving average is $237.44. 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 cap of $8.91 billion, a price-to-earnings ratio of 16.51, a P/E/G ratio of 2.08 and a beta of 0.72. FactSet Research Systems Inc. has a 12-month low of $185.00 and a 12-month high of $453.41.

FactSet Research Systems (NYSE:FDS) last announced its quarterly earnings data on Wednesday, July 1st. The business services provider reported $4.53 earnings per share for the quarter, topping the consensus estimate of $4.44 by $0.09. FactSet Research Systems had a return on equity of 30.68% and a net margin of 23.21%.The firm had revenue of $622.92 million during the quarter, compared to analysts’ expectations of $617.91 million. During the same period in the previous year, the business posted $4.27 EPS. The company’s quarterly revenue was up 6.4% compared to the same quarter last year. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. As a group, research analysts anticipate that FactSet Research Systems Inc. will post 17.72 earnings per share for the current year.

FactSet Research Systems Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Friday, May 29th were paid a dividend of $1.16 per share. This represents a $4.64 dividend on an annualized basis and a dividend yield of 1.9%. This is a positive change from FactSet Research Systems’s previous quarterly dividend of $1.10. The ex-dividend date of this dividend was Friday, May 29th. FactSet Research Systems’s payout ratio is presently 30.57%.

Analyst Upgrades and Downgrades

Several research firms have weighed in on FDS. Weiss Ratings restated a “sell (d+)” rating on shares of FactSet Research Systems in a research report on Wednesday, June 24th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $240.00 target price on shares of FactSet Research Systems in a research report on Thursday. Jefferies Financial Group increased their price target on shares of FactSet Research Systems from $225.00 to $253.00 and gave the company a “hold” rating in a research note on Thursday. Wolfe Research raised their price target on shares of FactSet Research Systems from $225.00 to $240.00 and gave the company an “underperform” rating in a report on Wednesday. Finally, Wells Fargo & Company raised their price target on shares of FactSet Research Systems from $200.00 to $210.00 and gave the company an “underweight” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, nine have issued a Hold rating and seven have given a Sell rating to the company’s stock. According to MarketBeat, FactSet Research Systems has an average rating of “Reduce” and a consensus target price of $252.57.

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.