UBS Group Issues Pessimistic Forecast for FactSet Research Systems (NYSE:FDS) Stock Price

FactSet Research Systems (NYSE:FDS) had its target price lowered by research analysts at UBS Group from $425.00 to $380.00 in a research note issued on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the business services provider’s stock. UBS Group’s price objective would indicate a potential upside of 67.21% from the company’s current price.

A number of other brokerages also recently issued reports on FDS. Jefferies Financial Group reaffirmed a “hold” rating and set a $305.00 price target on shares of FactSet Research Systems in a report on Friday, December 19th. Wells Fargo & Company reduced their price objective on FactSet Research Systems from $215.00 to $195.00 and set an “underweight” rating for the company in a report on Tuesday, February 17th. The Goldman Sachs Group decreased their target price on FactSet Research Systems from $282.00 to $253.00 and set a “sell” rating for the company in a research report on Friday, December 19th. BMO Capital Markets lowered their target price on shares of FactSet Research Systems from $311.00 to $305.00 and set a “market perform” rating on the stock in a research note on Monday, December 22nd. Finally, Zacks Research raised shares of FactSet Research Systems from a “strong sell” rating to a “hold” rating in a report on Friday, December 5th. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, nine have given a Hold rating and six have assigned a Sell rating to the company. According to data from MarketBeat.com, FactSet Research Systems has an average rating of “Reduce” and a consensus target price of $279.85.

FactSet Research Systems Price Performance

Shares of NYSE FDS opened at $227.26 on Wednesday. FactSet Research Systems has a twelve month low of $185.00 and a twelve month high of $474.79. The firm has a market cap of $8.43 billion, a P/E ratio of 14.61, a PEG ratio of 2.27 and a beta of 0.73. The company has a 50 day moving average of $216.70 and a 200 day moving average of $261.40. The company has a quick ratio of 1.54, a current ratio of 1.43 and a debt-to-equity ratio of 0.64.

FactSet Research Systems (NYSE:FDS) last released its quarterly earnings data on Tuesday, March 31st. The business services provider reported $4.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.37 by $0.09. The business had revenue of $611.02 million for the quarter, compared to analysts’ expectations of $604.78 million. FactSet Research Systems had a return on equity of 30.25% and a net margin of 24.48%.The firm’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the firm posted $4.28 EPS. As a group, research analysts expect that FactSet Research Systems will post 17.21 EPS for the current fiscal year.

FactSet Research Systems announced that its Board of Directors has approved a stock buyback program on Thursday, December 18th that permits the company to repurchase $600.00 million in shares. This repurchase authorization permits the business services provider to reacquire up to 5.4% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s board of directors believes its stock is undervalued.

Insider Transactions at FactSet Research Systems

In other FactSet Research Systems news, Director Malcolm Frank sold 2,572 shares of the stock in a transaction dated Monday, January 12th. The stock was sold at an average price of $295.70, for a total value of $760,540.40. Following the transaction, the director owned 879 shares of the company’s stock, valued at approximately $259,920.30. This represents a 74.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Laurie Siegel sold 2,572 shares of the firm’s stock in a transaction dated Thursday, January 8th. The stock was sold at an average price of $296.25, for a total value of $761,955.00. Following the completion of the transaction, the director directly owned 1,037 shares in the company, valued at $307,211.25. The trade was a 71.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.20% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On FactSet Research Systems

A number of institutional investors and hedge funds have recently made changes to their positions in FDS. Daiwa Securities Group Inc. increased its holdings in FactSet Research Systems by 0.4% during 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 buying an additional 30 shares during the last quarter. Aurora Investment Managers LLC. boosted its stake in shares of FactSet Research Systems by 0.9% during the 4th quarter. Aurora Investment Managers LLC. now owns 3,928 shares of the business services provider’s stock worth $1,140,000 after acquiring an additional 35 shares during the last quarter. Miracle Mile Advisors LLC grew its position in shares of FactSet Research Systems by 3.3% during the 3rd quarter. Miracle Mile Advisors LLC now owns 1,145 shares of the business services provider’s stock valued at $328,000 after acquiring an additional 37 shares during the period. Covestor Ltd grew its position in shares of FactSet Research Systems by 53.4% during the 3rd quarter. Covestor Ltd now owns 112 shares of the business services provider’s stock valued at $33,000 after acquiring an additional 39 shares during the period. Finally, WPG Advisers LLC increased its stake in shares of FactSet Research Systems by 76.9% in the 4th quarter. WPG Advisers LLC now owns 92 shares of the business services provider’s stock worth $27,000 after purchasing an additional 40 shares in the last quarter. Hedge funds and other institutional investors 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: Zacks highlights Q2 results and operational strengths — FactSet beat Q2 estimates according to Zacks, with rising annual subscription value (ASV), partnerships and a strong liquidity/ shareholder‑friendly policy backdrop that support steady revenue and buyback/dividend capacity. FDS Gains From Partnerships, Shareholder-Friendly Policies & Liquidity
• Positive Sentiment: Coverage notes potential upside from AI: an InsiderMonkey piece discusses AI‑powered document search as a product that could broaden FactSet’s data/analytics utility and win more clients or wallet share if successfully commercialized. Could AI Powered Document Search Change FactSet Research Systems’ (FDS) Fortunes?
• Positive Sentiment: Industry coverage (Kalkine) says FactSet is expanding its analytics ecosystem and strengthening data solutions for Russell 1000 constituents — signals of product momentum and potential ASV growth. Is FactSet (NYSE:FDS) Expanding Its Financial Analytics Ecosystem?
• Positive Sentiment: Separate Kalkine coverage highlights increasing traction in Russell 1000 data solutions, reinforcing cross‑sell opportunities into larger institutional accounts. FactSet Strengthens Financial Data Solutions In Russell 1000 Index
• Positive Sentiment: Several bullish commentators (Seeking Alpha) argue that FactSet’s valuation looks attractive after recent volatility, suggesting upside for patient investors if fundamentals reassert. Valuation Multiple Is Too Cheap
• Positive Sentiment: AmericanBankingNews reports shares gapped up on what it calls better‑than‑expected earnings, a direct near‑term catalyst for the intraday move. Shares Gap Up on Better‑Than‑Expected Earnings
• Neutral Sentiment: Yahoo examines FactSet’s valuation after recent volatile moves — useful for investors debating entry points but not a near‑term earnings catalyst. A Look At FactSet Valuation After Recent Volatile Share Price Moves
• Neutral Sentiment: UBS trimmed its price target (from $425 to $380) but maintained a buy rating — a mixed signal: lower target reduces some upside expectations, but the buy stance keeps institutional support visible. UBS Price Target Note
• Negative Sentiment: A Q2 earnings call transcript published by InsiderMonkey/Seeking Alpha shows commentary that could be read as a miss (cited $3.60 EPS vs. $4.37 expectation) — a conflicting report versus some beat narratives and a source of investor uncertainty until GAAP/adjusted figures are reconciled. Q2 2026 Earnings Call Transcript
• Negative Sentiment: Goldman Sachs cut its price target to $217 and put a sell rating on FDS, signaling near‑term downside risk if consensus growth disappoints. Goldman Sachs Price Target Cut
• Negative Sentiment: Wells Fargo lifted its target slightly to $200 but kept an underweight rating, implying it sees structural headwinds or limited upside from current levels. Wells Fargo Underweight Note

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.