Hussman Strategic Advisors Inc. Takes $3.01 Million Position in FactSet Research Systems Inc. $FDS

Hussman Strategic Advisors Inc. bought a new stake in FactSet Research Systems Inc. (NYSE:FDS) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 10,500 shares of the business services provider’s stock, valued at approximately $3,008,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of FDS. Vanguard Group Inc. raised its position in shares of FactSet Research Systems by 0.6% in the 2nd quarter. Vanguard Group Inc. now owns 4,825,198 shares of the business services provider’s stock worth $2,158,215,000 after buying an additional 29,844 shares during the period. State Street Corp increased its stake in FactSet Research Systems by 0.8% during the second quarter. State Street Corp now owns 1,937,571 shares of the business services provider’s stock worth $866,637,000 after acquiring an additional 15,556 shares during the last quarter. Loomis Sayles & Co. L P raised its holdings in shares of FactSet Research Systems by 1.6% in 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 purchasing an additional 23,900 shares during the period. Ninety One UK Ltd lifted 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 in the last quarter. Finally, Geode Capital Management LLC grew its holdings in shares of FactSet Research Systems by 2.4% during the 2nd quarter. Geode Capital Management LLC now owns 1,162,256 shares of the business services provider’s stock worth $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.

Insider Transactions at FactSet Research Systems

In other news, Director Malcolm Frank sold 2,572 shares of the firm’s stock in a transaction that occurred on Monday, January 12th. The shares were sold at an average price of $295.70, for a total transaction of $760,540.40. Following the completion of the sale, the director owned 879 shares of the company’s stock, valued at approximately $259,920.30. This trade represents a 74.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Laurie Siegel sold 2,572 shares of the company’s stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $296.25, for a total transaction of $761,955.00. Following the completion of the sale, the director directly owned 1,037 shares in the company, valued at $307,211.25. This represents a 71.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 1.20% of the company’s stock.

Analyst Ratings Changes

Several research firms recently commented on FDS. Huber Research upgraded shares of FactSet Research Systems from a “strong sell” rating to a “strong-buy” rating in a report on Friday, December 19th. Raymond James Financial restated a “market perform” rating on shares of FactSet Research Systems in a report on Thursday, December 18th. Morgan Stanley set a $307.00 price target on FactSet Research Systems and gave the company an “equal weight” rating in a report on Wednesday, December 17th. Royal Bank Of Canada restated a “sector perform” rating and set a $320.00 price objective on shares of FactSet Research Systems in a research note on Friday, December 19th. Finally, BMO Capital Markets decreased their target price on FactSet Research Systems from $311.00 to $305.00 and set a “market perform” rating for the company in a research report on Monday, December 22nd. One 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 assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Reduce” and a consensus price target of $313.00.

FactSet Research Systems Stock Performance

NYSE:FDS opened at $268.83 on Wednesday. The company has a debt-to-equity ratio of 0.63, a current ratio of 1.54 and a quick ratio of 1.54. The firm has a 50-day moving average of $286.02 and a two-hundred day moving average of $318.66. The stock has a market cap of $9.97 billion, a P/E ratio of 17.10, a PEG ratio of 2.61 and a beta of 0.75. FactSet Research Systems Inc. has a 1-year low of $250.50 and a 1-year high of $477.92.

FactSet Research Systems (NYSE:FDS) last announced its earnings results on Thursday, December 18th. The business services provider reported $4.51 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.36 by $0.15. FactSet Research Systems had a return on equity of 30.49% and a net margin of 25.40%.The business had revenue of $607.62 million for the quarter, compared to analyst estimates of $599.69 million. During the same period in the previous year, the company earned $4.37 earnings per share. The company’s revenue for the quarter was up 6.8% compared to the same quarter last year. FactSet Research Systems has set its FY 2026 guidance at 16.900-17.600 EPS. On average, research analysts expect that FactSet Research Systems Inc. will post 17.21 earnings per share for the current fiscal year.

FactSet Research Systems announced that its Board of Directors has authorized a stock buyback plan on Thursday, December 18th that permits the company to repurchase $600.00 million in shares. This repurchase authorization permits the business services provider to repurchase up to 5.4% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s leadership believes its shares are undervalued.

FactSet Research Systems Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Stockholders of record on Friday, November 28th were paid a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a dividend yield of 1.6%. The ex-dividend date was Friday, November 28th. FactSet Research Systems’s dividend payout ratio is 27.99%.

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.