FactSet Research Systems Inc. $FDS Shares Bought by Moran Wealth Management LLC

Moran Wealth Management LLC grew its holdings in shares of FactSet Research Systems Inc. (NYSE:FDS) by 106.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 31,705 shares of the business services provider’s stock after purchasing an additional 16,342 shares during the period. Moran Wealth Management LLC’s holdings in FactSet Research Systems were worth $6,880,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in FDS. Northwestern Mutual Wealth Management Co. boosted its stake in shares of FactSet Research Systems by 444,058.1% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 13,857,733 shares of the business services provider’s stock valued at $4,021,376,000 after purchasing an additional 13,854,613 shares during the period. Bamco Inc. NY increased its stake in FactSet Research Systems by 58.8% during the 4th quarter. Bamco Inc. NY now owns 2,888,845 shares of the business services provider’s stock worth $838,314,000 after buying an additional 1,069,786 shares during the period. State Street Corp lifted its holdings in FactSet Research Systems by 1.2% during the 3rd quarter. State Street Corp now owns 1,961,231 shares of the business services provider’s stock worth $561,873,000 after buying an additional 23,660 shares in the last quarter. Invesco Ltd. lifted its holdings in FactSet Research Systems by 16.2% during the 3rd quarter. Invesco Ltd. now owns 793,832 shares of the business services provider’s stock worth $227,425,000 after buying an additional 110,686 shares in the last quarter. Finally, AQR Capital Management LLC boosted its position in FactSet Research Systems by 4,547.4% in the 4th quarter. AQR Capital Management LLC now owns 705,062 shares of the business services provider’s stock valued at $204,602,000 after buying an additional 689,891 shares during the period. Institutional investors and hedge funds own 91.24% of the company’s stock.

More 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?

Wall Street Analyst Weigh In

Several research firms have commented on FDS. Rothschild & Co Redburn downgraded shares of FactSet Research Systems from a “neutral” rating to a “sell” rating and set a $215.00 price target for the company. in a research note on Thursday, June 18th. Deutsche Bank Aktiengesellschaft increased their price objective on FactSet Research Systems from $275.00 to $280.00 and gave the company a “hold” rating in a research note on Thursday. Bank of America lifted their target price on FactSet Research Systems from $205.00 to $210.00 and gave the company an “underperform” rating in a report on Thursday. Wells Fargo & Company boosted their target price on FactSet Research Systems from $200.00 to $210.00 and gave the stock an “underweight” rating in a research note on Thursday. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of FactSet Research Systems in a research report on Wednesday, June 24th. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, nine have given a Hold rating and seven have assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Reduce” and an average target price of $252.57.

FactSet Research Systems Trading Up 0.2%

NYSE FDS opened at $250.55 on Friday. FactSet Research Systems Inc. has a 52 week low of $185.00 and a 52 week high of $453.41. The firm has a 50 day moving average of $231.33 and a two-hundred day moving average of $237.82. The company has a quick ratio of 1.43, a current ratio of 0.68 and a debt-to-equity ratio of 0.44. The stock has a market capitalization of $8.91 billion, a PE ratio of 16.51, a price-to-earnings-growth ratio of 2.08 and a beta of 0.72.

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, beating analysts’ consensus estimates of $4.44 by $0.09. The business had revenue of $622.92 million for the quarter, compared to analyst estimates of $617.91 million. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. The company’s revenue was up 6.4% on a year-over-year basis. During the same period last year, the business earned $4.27 EPS. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. As a group, research analysts expect that FactSet Research Systems Inc. will post 17.72 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 issued a $1.16 dividend. This represents a $4.64 annualized dividend and a yield of 1.9%. This is a boost 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 dividend payout ratio is currently 30.57%.

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.