AdvisorShares Investments LLC Lowers Holdings in FactSet Research Systems Inc. $FDS

AdvisorShares Investments LLC decreased its position in shares of FactSet Research Systems Inc. (NYSE:FDS) by 8.8% during the first quarter, Holdings Channel.com reports. The institutional investor owned 22,638 shares of the business services provider’s stock after selling 2,185 shares during the quarter. AdvisorShares Investments LLC’s holdings in FactSet Research Systems were worth $4,912,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Mattern Capital Management LLC raised its holdings in shares of FactSet Research Systems by 48.8% in the 4th quarter. Mattern Capital Management LLC now owns 30,391 shares of the business services provider’s stock valued at $8,819,000 after purchasing an additional 9,971 shares in the last quarter. Element Squared LLC bought a new position in shares of FactSet Research Systems during the fourth quarter valued at approximately $2,376,000. Ticino Wealth bought a new position in shares of FactSet Research Systems during the fourth quarter valued at approximately $1,946,000. Argo Wealth Advisory LLC purchased a new position in FactSet Research Systems during the fourth quarter valued at approximately $1,622,000. Finally, Investment House LLC increased its holdings in FactSet Research Systems by 311.5% during the fourth quarter. Investment House LLC now owns 42,393 shares of the business services provider’s stock valued at $12,302,000 after buying an additional 32,092 shares during the period. Hedge funds and other institutional investors own 91.24% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the company. Bank of America upped their target price on FactSet Research Systems from $205.00 to $210.00 and gave the stock an “underperform” rating in a report on Thursday. Deutsche Bank Aktiengesellschaft lifted their price target on FactSet Research Systems from $275.00 to $280.00 and gave the company a “hold” rating in a report on Thursday. Weiss Ratings reissued a “sell (d+)” rating on shares of FactSet Research Systems in a research report on Wednesday, June 24th. UBS Group decreased their price objective on FactSet Research Systems from $380.00 to $340.00 and set a “buy” rating for the company in a research note on Thursday. Finally, The Goldman Sachs Group downgraded FactSet Research Systems from a “sell” rating to an “underweight” rating in a research report on Thursday, June 18th. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, nine have given a Hold rating and seven have issued a Sell rating to the company. According to data from MarketBeat, FactSet Research Systems has an average rating of “Reduce” and a consensus target price of $252.57.

FactSet Research Systems Stock Performance

Shares of FDS opened at $250.55 on Friday. The company has a current ratio of 0.68, a quick ratio of 1.43 and a debt-to-equity ratio of 0.44. The firm has a market cap of $8.91 billion, a PE ratio of 16.51, a P/E/G ratio of 2.08 and a beta of 0.72. FactSet Research Systems Inc. has a 12 month low of $185.00 and a 12 month high of $453.41. The stock has a fifty day moving average price of $231.33 and a 200-day moving average price of $237.82.

FactSet Research Systems (NYSE:FDS) last announced its earnings results on Wednesday, July 1st. The business services provider reported $4.53 earnings per share for the quarter, topping the consensus estimate of $4.44 by $0.09. FactSet Research Systems had a return on equity of 30.68% and a net margin of 23.21%.The firm had revenue of $622.92 million for the quarter, compared to the consensus estimate of $617.91 million. During the same period in the previous year, the business earned $4.27 EPS. The firm’s revenue for the quarter was up 6.4% on a year-over-year basis. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. Equities research analysts predict that FactSet Research Systems Inc. will post 17.72 earnings per share for the current fiscal year.

FactSet Research Systems Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Friday, May 29th were paid a dividend of $1.16 per share. The ex-dividend date was Friday, May 29th. This is a positive change from FactSet Research Systems’s previous quarterly dividend of $1.10. This represents a $4.64 dividend on an annualized basis and a dividend yield of 1.9%. FactSet Research Systems’s payout ratio is presently 30.57%.

FactSet Research Systems News Roundup

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?

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.