FactSet Research Systems (NYSE:FDS) Upgraded at Huber Research

Huber Research upgraded shares of FactSet Research Systems (NYSE:FDS) from a strong sell rating to a strong-buy rating in a research note issued to investors on Friday,Zacks.com reports.

Other research analysts have also issued reports about the company. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $320.00 price objective on shares of FactSet Research Systems in a research report on Friday. UBS Group reaffirmed a “buy” rating on shares of FactSet Research Systems in a research note on Friday. The Goldman Sachs Group cut their price objective on FactSet Research Systems from $282.00 to $253.00 and set a “sell” rating for the company in a research report on Friday. Wolfe Research restated an “underperform” rating and issued a $290.00 price objective on shares of FactSet Research Systems in a report on Friday, November 14th. Finally, Rothschild & Co Redburn raised shares of FactSet Research Systems from a “sell” rating to a “neutral” rating and lowered their target price for the stock from $415.00 to $370.00 in a research note on Friday, September 12th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, ten have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Reduce” and a consensus price target of $314.75.

FactSet Research Systems Stock Up 5.6%

NYSE FDS opened at $288.68 on Friday. The business’s fifty day simple moving average is $279.07 and its 200-day simple moving average is $346.59. The company has a quick ratio of 1.40, a current ratio of 1.54 and a debt-to-equity ratio of 0.63. The firm has a market cap of $10.80 billion, a PE ratio of 18.36, a P/E/G ratio of 2.48 and a beta of 0.75. FactSet Research Systems has a 52 week low of $250.50 and a 52 week high of $493.00.

FactSet Research Systems (NYSE:FDS) last released its quarterly earnings data on Thursday, December 18th. The business services provider reported $4.51 earnings per share (EPS) for the quarter, topping 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%. FactSet Research Systems’s revenue was up 6.8% compared to the same quarter last year. During the same period last year, the business earned $4.37 earnings per share. FactSet Research Systems has set its FY 2026 guidance at 16.900-17.600 EPS. As a group, equities analysts anticipate that FactSet Research Systems will post 17.21 earnings per share for the current year.

FactSet Research Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Stockholders of record on Friday, November 28th were paid a $1.10 dividend. The ex-dividend date of this dividend was Friday, November 28th. This represents a $4.40 annualized dividend and a dividend yield of 1.5%. FactSet Research Systems’s dividend payout ratio (DPR) is presently 28.30%.

FactSet Research Systems declared that its Board of Directors has approved a stock buyback plan on Thursday, December 18th that allows the company to repurchase $600.00 million in shares. This repurchase authorization allows the business services provider to reacquire up to 5.4% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s leadership believes its stock is undervalued.

Insider Transactions at FactSet Research Systems

In related news, insider Christopher Mcloughlin purchased 338 shares of FactSet Research Systems stock in a transaction on Tuesday, September 23rd. The shares were bought at an average price of $296.19 per share, with a total value of $100,112.22. Following the transaction, the insider directly owned 3,446 shares of the company’s stock, valued at approximately $1,020,670.74. This trade represents a 10.88% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Goran Skoko acquired 500 shares of the firm’s stock in a transaction dated Thursday, November 6th. The stock was bought at an average price of $252.93 per share, with a total value of $126,465.00. Following the purchase, the executive vice president directly owned 9,192 shares in the company, valued at approximately $2,324,932.56. This trade represents a 5.75% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders have purchased 1,208 shares of company stock valued at $328,505. 1.20% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On FactSet Research Systems

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. boosted its stake in shares of FactSet Research Systems by 2.2% during the third quarter. Vanguard Group Inc. now owns 4,932,382 shares of the business services provider’s stock worth $1,413,078,000 after buying an additional 107,184 shares during the period. State Street Corp lifted its position 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 acquiring an additional 23,660 shares during the period. Loomis Sayles & Co. L P lifted its position in FactSet Research Systems by 1.6% during the 2nd quarter. Loomis Sayles & Co. L P now owns 1,508,052 shares of the business services provider’s stock worth $674,522,000 after acquiring an additional 23,900 shares during the period. Ninety One UK Ltd grew its stake in shares of FactSet Research Systems by 1.2% in the 3rd quarter. Ninety One UK Ltd now owns 1,206,890 shares of the business services provider’s stock valued at $345,762,000 after purchasing an additional 14,256 shares during the last quarter. Finally, Geode Capital Management LLC increased its holdings in shares of FactSet Research Systems by 2.4% in the second quarter. Geode Capital Management LLC now owns 1,162,256 shares of the business services provider’s stock valued at $518,683,000 after purchasing an additional 27,035 shares during the period. Institutional investors and hedge funds own 91.24% of the company’s stock.

Key Stores Impacting FactSet Research Systems

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

About FactSet Research Systems

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.