FactSet Research Systems’ (FDS) Sector Perform Rating Reiterated at Royal Bank Of Canada

Royal Bank Of Canada reiterated their sector perform rating on shares of FactSet Research Systems (NYSE:FDS) in a report released on Friday,Benzinga reports. The brokerage currently has a $320.00 price target on the business services provider’s stock.

Several other research firms have also recently weighed in on FDS. Huber Research upgraded shares of FactSet Research Systems to a “strong sell” rating in a research note on Friday, September 19th. Rothschild Redb raised FactSet Research Systems from a “strong sell” rating to a “hold” rating in a report on Friday, September 12th. Stifel Nicolaus reduced their price objective on FactSet Research Systems from $372.00 to $295.00 and set a “hold” rating for the company in a research report on Friday. Evercore ISI decreased their price objective on FactSet Research Systems from $394.00 to $328.00 and set an “in-line” rating on the stock in a report on Friday, September 19th. Finally, Rothschild & Co Redburn upgraded FactSet Research Systems from a “sell” rating to a “neutral” rating and lowered their price objective for the company from $415.00 to $370.00 in a research report on Friday, September 12th. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, ten have given a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Reduce” and an average price target of $314.75.

FactSet Research Systems Trading Up 5.6%

Shares of FDS stock opened at $288.68 on Friday. The firm has a market capitalization of $10.80 billion, a P/E ratio of 18.36, a price-to-earnings-growth ratio of 2.48 and a beta of 0.75. FactSet Research Systems has a 1 year low of $250.50 and a 1 year high of $493.00. The firm’s fifty day simple moving average is $279.07 and its 200 day simple moving average is $346.59. The company has a current ratio of 1.54, a quick ratio of 1.40 and a debt-to-equity ratio of 0.63.

FactSet Research Systems (NYSE:FDS) last released its earnings results on Thursday, December 18th. The business services provider reported $4.51 EPS for the quarter, beating the consensus estimate of $4.36 by $0.15. The firm had revenue of $607.62 million during the quarter, compared to analysts’ expectations of $599.69 million. FactSet Research Systems had a net margin of 25.40% and a return on equity of 30.49%. The business’s quarterly revenue was up 6.8% compared to the same quarter last year. During the same period in the prior year, the company earned $4.37 EPS. FactSet Research Systems has set its FY 2026 guidance at 16.900-17.600 EPS. As a group, sell-side analysts predict that FactSet Research Systems will post 17.21 EPS for the current year.

FactSet Research Systems announced that its board has authorized a stock repurchase plan on Thursday, December 18th that authorizes the company to repurchase $600.00 million in outstanding shares. This repurchase authorization authorizes the business services provider to purchase up to 5.4% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s management believes its stock is undervalued.

FactSet Research Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Friday, November 28th were issued a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend was Friday, November 28th. FactSet Research Systems’s payout ratio is presently 28.30%.

Insider Transactions at FactSet Research Systems

In related news, EVP Helen L. Shan purchased 370 shares of the stock in a transaction on Monday, October 6th. The shares were purchased at an average cost of $275.48 per share, for a total transaction of $101,927.60. Following the completion of the transaction, the executive vice president directly owned 9,284 shares of the company’s stock, valued at approximately $2,557,556.32. The trade was a 4.15% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Goran Skoko acquired 500 shares of the company’s stock in a transaction on Thursday, November 6th. The shares were bought at an average price of $252.93 per share, with a total value of $126,465.00. Following the completion of the purchase, the executive vice president directly owned 9,192 shares of the company’s stock, valued at approximately $2,324,932.56. This represents a 5.75% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders purchased 1,208 shares of company stock valued at $328,505. Corporate insiders own 1.20% of the company’s stock.

Institutional Investors Weigh In On FactSet Research Systems

Large investors have recently made changes to their positions in the company. ORG Partners LLC lifted its holdings in FactSet Research Systems by 13.9% during the 2nd quarter. ORG Partners LLC now owns 205 shares of the business services provider’s stock valued at $93,000 after purchasing an additional 25 shares during the last quarter. Valmark Advisers Inc. grew its stake in FactSet Research Systems by 1.3% during the second quarter. Valmark Advisers Inc. now owns 1,970 shares of the business services provider’s stock worth $881,000 after buying an additional 26 shares during the last quarter. Huntington National Bank increased its holdings in shares of FactSet Research Systems by 10.0% during the second quarter. Huntington National Bank now owns 320 shares of the business services provider’s stock worth $143,000 after buying an additional 29 shares in the last quarter. Daiwa Securities Group Inc. raised its stake in shares of FactSet Research Systems by 0.4% in the second quarter. Daiwa Securities Group Inc. now owns 6,866 shares of the business services provider’s stock valued at $3,071,000 after acquiring an additional 30 shares during the last quarter. Finally, Brooklyn Investment Group raised its stake in shares of FactSet Research Systems by 40.0% in the first quarter. Brooklyn Investment Group now owns 112 shares of the business services provider’s stock valued at $51,000 after acquiring an additional 32 shares during the last quarter. Institutional investors own 91.24% of the company’s stock.

FactSet Research Systems News Roundup

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

• Positive Sentiment: Q1 results beat expectations — FactSet reported $4.51 EPS vs. consensus ~$4.36 and revenue of $607.6M, driven by subscription/organic growth; this is the primary bullish catalyst. FactSet Reports Results for First Quarter Fiscal 2026
• Positive Sentiment: Board authorized a $600M share repurchase (up to ~5.4% of shares), signaling management believes shares are undervalued and supporting buyback-driven EPS accretion. RTT News
• Positive Sentiment: Some broker actions are constructive — Morgan Stanley upgraded FactSet (coverage note widely cited), and there was unusually high call‑option volume that suggests bullish speculative interest. Morgan Stanley upgrade (MSN) Options flow (AmericanBankingNews)
• Neutral Sentiment: Royal Bank of Canada reaffirmed a “sector perform” rating with a $320 target (implies upside vs. current price but no change in stance). Benzinga
• Neutral Sentiment: Company published earnings call transcript and slide deck for investors; useful detail but unlikely to move price by itself. Earnings call transcript
• Negative Sentiment: Goldman Sachs cut the price target to $253 and moved to a “sell” rating—this is a material bearish signal and likely a headwind for the stock. Benzinga
• Negative Sentiment: Stifel lowered its target from $372 to $295 and set a “hold” — another analyst downgrade that reduces upward momentum. Benzinga
• Negative Sentiment: FY2026 EPS guidance (16.90–17.60) was slightly below consensus (~17.33), which helps explain some selling pressure despite the beat — investors are focused on the full‑year outlook. Zacks

FactSet Research Systems Company 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.