Merit Financial Group LLC increased its holdings in FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 120.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,197 shares of the business services provider’s stock after purchasing an additional 2,296 shares during the quarter. Merit Financial Group LLC’s holdings in FactSet Research Systems were worth $1,218,000 at the end of the most recent reporting period.
Other institutional investors also recently modified their holdings of the company. First Horizon Corp bought a new stake in shares of FactSet Research Systems in the third quarter worth $25,000. Cromwell Holdings LLC acquired a new position in FactSet Research Systems in the fourth quarter valued at $26,000. Winnow Wealth LLC acquired a new position in FactSet Research Systems in the third quarter valued at $28,000. BOKF NA lifted its holdings in FactSet Research Systems by 5,100.0% in the third quarter. BOKF NA now owns 104 shares of the business services provider’s stock valued at $30,000 after buying an additional 102 shares during the period. Finally, Covestor Ltd lifted its holdings in FactSet Research Systems by 53.4% in the third quarter. Covestor Ltd now owns 112 shares of the business services provider’s stock valued at $33,000 after buying an additional 39 shares during the period. Institutional investors own 91.24% of the company’s stock.
Key FactSet Research Systems News
Here are the key news stories impacting FactSet Research Systems this week:
- Positive Sentiment: Zacks raised medium‑ and longer‑term outlooks — FY2027 was lifted to $19.19 from $18.89 and FY2028 to $21.33 from $20.71, implying stronger expected earnings growth beyond the current year. These upward revisions signal analyst confidence in FactSet’s revenue and margin trajectory, which can support higher valuation over time. Zacks Research Report (Apr 21)
- Positive Sentiment: Zacks increased several quarterly estimates across 2026–2028 (examples: Q4 2026 to $4.27 from $4.14; Q1 2027 to $4.74; Q2 2027 to $4.61; Q3 2027 to $4.80; Q4 2027 to $5.03; Q1 2028 to $5.16; Q2 2028 to $5.26). These upgrades suggest analysts expect continued quarter‑over‑quarter earnings strength. Zacks Research Report (Apr 21)
- Neutral Sentiment: Consensus full‑year estimates remain near $17.64–$17.65, so near‑term market expectations for FY2026 are largely unchanged despite the mix of revisions. Investors should watch upcoming company guidance/quarterly results for confirmation. Zacks Research Report (Apr 21)
- Neutral Sentiment: Technical/fundamental context: FDS trades between its 50‑day ($214) and 200‑day ($254) moving averages, has a P/E ~14.7 and a market cap near $8.3B — useful context for investors weighing valuation versus growth expectations. FactSet Stock Profile
- Negative Sentiment: Zacks trimmed its Q3 2026 EPS estimate to $4.33 from $4.40 — a modest near‑term downgrade that could pressure sentiment if investors focus on quarterly timing rather than the stronger multi‑year revisions. Zacks Research Report (Apr 21)
Wall Street Analyst Weigh In
Check Out Our Latest Stock Report on FDS
FactSet Research Systems Price Performance
Shares of NYSE FDS opened at $228.10 on Friday. The firm’s 50-day moving average price is $214.54 and its 200-day moving average price is $254.03. FactSet Research Systems Inc. has a 1-year low of $185.00 and a 1-year high of $474.79. The firm has a market capitalization of $8.31 billion, a P/E ratio of 14.67, a P/E/G ratio of 2.11 and a beta of 0.73. The company has a current ratio of 1.43, a quick ratio of 1.43 and a debt-to-equity ratio of 0.64.
FactSet Research Systems (NYSE:FDS – Get Free Report) last announced its quarterly earnings data on Tuesday, March 31st. The business services provider reported $4.46 earnings per share for the quarter, beating the consensus estimate of $4.37 by $0.09. FactSet Research Systems had a net margin of 24.48% and a return on equity of 30.25%. The firm had revenue of $611.02 million for the quarter, compared to analyst estimates of $604.78 million. During the same quarter in the prior year, the business earned $4.28 earnings per share. The business’s quarterly revenue was up 7.1% compared to the same quarter last year. Equities research analysts anticipate that FactSet Research Systems Inc. will post 17.65 earnings per share for the current fiscal year.
FactSet Research Systems Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Friday, February 27th were issued a dividend of $1.10 per share. The ex-dividend date was Friday, February 27th. This represents a $4.40 annualized dividend and a dividend yield of 1.9%. FactSet Research Systems’s dividend payout ratio is currently 28.30%.
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.
Further Reading
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