FactSet Research Systems Inc. $FDS Shares Sold by California Public Employees Retirement System

California Public Employees Retirement System reduced its position in shares of FactSet Research Systems Inc. (NYSE:FDS) by 12.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 73,610 shares of the business services provider’s stock after selling 10,795 shares during the quarter. California Public Employees Retirement System’s holdings in FactSet Research Systems were worth $15,973,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Jones Financial Companies Lllp grew its holdings in FactSet Research Systems by 5.6% in the first quarter. Jones Financial Companies Lllp now owns 1,727 shares of the business services provider’s stock valued at $785,000 after purchasing an additional 91 shares during the period. Empowered Funds LLC grew its stake in FactSet Research Systems by 27.6% in the 1st quarter. Empowered Funds LLC now owns 972 shares of the business services provider’s stock valued at $442,000 after acquiring an additional 210 shares during the period. Geneos Wealth Management Inc. increased its holdings in FactSet Research Systems by 188.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 98 shares of the business services provider’s stock worth $45,000 after acquiring an additional 64 shares in the last quarter. EverSource Wealth Advisors LLC increased its holdings in FactSet Research Systems by 58.6% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 138 shares of the business services provider’s stock worth $62,000 after acquiring an additional 51 shares in the last quarter. Finally, Cerity Partners LLC raised its position in FactSet Research Systems by 15.6% during the second quarter. Cerity Partners LLC now owns 5,247 shares of the business services provider’s stock worth $2,347,000 after acquiring an additional 707 shares during the period. 91.24% of the stock is currently owned by institutional investors and hedge funds.

FactSet Research Systems Price Performance

FactSet Research Systems stock opened at $243.65 on Friday. The company has a fifty day simple moving average of $240.25 and a 200-day simple moving average of $233.73. The firm has a market capitalization of $8.67 billion, a price-to-earnings ratio of 16.05, a PEG ratio of 1.65 and a beta of 0.72. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.44. FactSet Research Systems Inc. has a 52-week low of $185.00 and a 52-week high of $424.62.

FactSet Research Systems (NYSE:FDS) last posted its quarterly 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. The firm had revenue of $622.92 million for the quarter, compared to the consensus estimate of $617.91 million. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. The company’s revenue for the quarter was up 6.4% on a year-over-year basis. During the same period last year, the firm posted $4.27 earnings per share. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. On average, equities analysts anticipate that FactSet Research Systems Inc. will post 17.76 EPS for the current fiscal year.

FactSet Research Systems Increases Dividend

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

FactSet Research Systems News Roundup

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

• Positive Sentiment: Zacks Research lifted its FY2026 EPS estimate for FactSet Research Systems to $17.67 from $17.57, suggesting better near-term profitability expectations.
• Positive Sentiment: The firm also raised FY2027 EPS estimates to $19.50 from $19.19 and FY2028 EPS estimates to $21.68 from $21.33, reinforcing a stronger longer-term earnings outlook.
• Positive Sentiment: Quarterly estimates were increased for Q1 2027, Q2 2027, Q3 2027, Q4 2027, Q1 2028, Q2 2028, and Q3 2028, which points to broad-based analyst confidence in FactSet’s earnings trajectory.
• Neutral Sentiment: Even with the upgrades, Zacks’ FY2026 estimate of $17.67 is still slightly below the current consensus estimate of $17.75 per share, so the revisions are constructive but not dramatic.
• Negative Sentiment: The stock has been under pressure in recent trading, indicating investors may still be focused on broader valuation or growth concerns despite the analyst optimism.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on FDS shares. Weiss Ratings upgraded shares of FactSet Research Systems from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, July 13th. Deutsche Bank Aktiengesellschaft raised their price target on shares of FactSet Research Systems from $275.00 to $280.00 and gave the company a “hold” rating in a research note on Thursday, July 2nd. Rothschild & Co Redburn lowered FactSet Research Systems from a “neutral” rating to a “sell” rating and set a $215.00 price objective for the company. in a research note on Thursday, June 18th. Jefferies Financial Group increased their target price on FactSet Research Systems from $225.00 to $253.00 and gave the company a “hold” rating in a report on Thursday, July 2nd. Finally, BMO Capital Markets raised their target price on FactSet Research Systems from $257.00 to $275.00 and gave the company a “market perform” rating in a research report on Thursday, July 2nd. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, ten have issued a Hold rating and six have given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Reduce” and an average target price of $253.00.

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.