Praxis Investment Management Inc. Makes New Investment in FactSet Research Systems Inc. $FDS

Praxis Investment Management Inc. acquired a new stake in shares of FactSet Research Systems Inc. (NYSE:FDSFree Report) during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 2,139 shares of the business services provider’s stock, valued at approximately $464,000.

A number of other large investors have also modified their holdings of FDS. Mattern Capital Management LLC boosted its stake in 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 buying 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 $2,376,000. Ticino Wealth bought a new position in shares of FactSet Research Systems during the fourth quarter valued at $1,946,000. Argo Wealth Advisory LLC bought a new stake in FactSet Research Systems during the fourth quarter worth about $1,622,000. Finally, Investment House LLC boosted its holdings in shares of FactSet Research Systems by 311.5% in the 4th quarter. Investment House LLC now owns 42,393 shares of the business services provider’s stock worth $12,302,000 after acquiring an additional 32,092 shares in the last quarter. 91.24% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about FactSet Research Systems

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?

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. Jefferies Financial Group raised their price target on FactSet Research Systems from $225.00 to $253.00 and gave the company a “hold” rating in a report on Thursday. BMO Capital Markets increased their target price on FactSet Research Systems from $257.00 to $275.00 and gave the stock a “market perform” rating in a report on Thursday. Bank of America raised their target price on FactSet Research Systems from $205.00 to $210.00 and gave the company an “underperform” rating in a research note on Thursday. Rothschild & Co Redburn cut FactSet Research Systems from a “neutral” rating to a “sell” rating and set a $215.00 price target for the company. in a report on Thursday, June 18th. Finally, Morgan Stanley upped their price target on shares of FactSet Research Systems from $228.00 to $230.00 and gave the stock an “equal weight” rating in a research report on Thursday. One research 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’s stock. According to MarketBeat.com, the stock currently has an average rating of “Reduce” and a consensus price target of $252.57.

View Our Latest Stock Report on FDS

FactSet Research Systems Stock Up 0.2%

Shares of NYSE:FDS opened at $250.55 on Monday. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.68 and a quick ratio of 0.68. The stock has a market cap of $8.91 billion, a price-to-earnings ratio of 16.51, a P/E/G ratio of 2.08 and a beta of 0.72. The company has a 50 day moving average of $231.33 and a 200-day moving average of $237.44. FactSet Research Systems Inc. has a one year low of $185.00 and a one year high of $453.41.

FactSet Research Systems (NYSE:FDSGet Free Report) last announced its quarterly earnings data on Wednesday, July 1st. The business services provider reported $4.53 earnings per share for the quarter, beating the consensus estimate of $4.44 by $0.09. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. The business had revenue of $622.92 million for the quarter, compared to analyst estimates of $617.91 million. During the same period in the prior year, the business posted $4.27 earnings per share. FactSet Research Systems’s revenue was up 6.4% compared to the same quarter last year. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. On average, sell-side analysts forecast that FactSet Research Systems Inc. will post 17.72 earnings per share for the current year.

FactSet Research Systems Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Friday, May 29th were paid a $1.16 dividend. This is an increase from FactSet Research Systems’s previous quarterly dividend of $1.10. The ex-dividend date of this dividend was Friday, May 29th. This represents a $4.64 dividend on an annualized basis and a dividend yield of 1.9%. FactSet Research Systems’s dividend payout ratio (DPR) is currently 30.57%.

FactSet Research Systems Profile

(Free Report)

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.

Featured Stories

Want to see what other hedge funds are holding FDS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for FactSet Research Systems Inc. (NYSE:FDSFree Report).

Institutional Ownership by Quarter for FactSet Research Systems (NYSE:FDS)

Receive News & Ratings for FactSet Research Systems Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for FactSet Research Systems and related companies with MarketBeat.com's FREE daily email newsletter.