Empirical Asset Management LLC Invests $552,000 in FactSet Research Systems Inc. $FDS

Posted by Brenda Bartman on Aug 19th, 2026

Empirical Asset Management LLC acquired a new stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 2,399 shares of the business services provider’s stock, valued at approximately $552,000.

Other hedge funds have also added to or reduced their stakes in the company. WPG Advisers LLC increased its position in FactSet Research Systems by 76.9% in the 4th quarter. WPG Advisers LLC now owns 92 shares of the business services provider’s stock valued at $27,000 after acquiring an additional 40 shares during the period. Field & Main Bank acquired a new position in shares of FactSet Research Systems during the fourth quarter worth $29,000. BOKF NA lifted its holdings in shares of FactSet Research Systems by 5,100.0% during the third quarter. BOKF NA now owns 104 shares of the business services provider’s stock worth $30,000 after purchasing an additional 102 shares during the period. Navalign LLC bought a new stake in shares of FactSet Research Systems in the fourth quarter worth $32,000. Finally, Litman Gregory Wealth Management LLC bought a new stake in shares of FactSet Research Systems in the fourth quarter worth $32,000. 91.24% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts recently issued reports on FDS shares. UBS Group reaffirmed a “buy” rating on shares of FactSet Research Systems in a research report on Wednesday, July 22nd. Morgan Stanley upped their price target on FactSet Research Systems from $228.00 to $230.00 and gave the company an “equal weight” rating in a research report on Thursday, July 2nd. Deutsche Bank Aktiengesellschaft increased their price target on FactSet Research Systems from $275.00 to $280.00 and gave the company a “hold” rating in a research note on Thursday, July 2nd. Wells Fargo & Company raised their price objective on FactSet Research Systems from $200.00 to $210.00 and gave the stock an “underweight” rating in a research report on Thursday, July 2nd. Finally, Wolfe Research lifted their price objective on FactSet Research Systems from $225.00 to $240.00 and gave the stock an “underperform” rating in a research note on Wednesday, July 1st. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, ten have given a Hold rating and six have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Reduce” and an average price target of $253.00.

Check Out Our Latest Research Report on FactSet Research Systems

FactSet Research Systems Price Performance

FDS stock opened at $285.34 on Wednesday. The firm has a market cap of $10.15 billion, a price-to-earnings ratio of 18.80, a PEG ratio of 1.90 and a beta of 0.70. 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 12-month low of $185.00 and a 12-month high of $387.75. The company’s fifty day simple moving average is $253.61 and its 200 day simple moving average is $232.34.

FactSet Research Systems (NYSE:FDS – Get Free Report) last issued its quarterly earnings results on Wednesday, July 1st. The business services provider reported $4.53 earnings per share for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $617.91 million. During the same period last year, the business posted $4.27 EPS. The business’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, analysts expect that FactSet Research Systems Inc. will post 17.76 earnings per share for the current year.

FactSet Research Systems Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Monday, August 31st will be paid a dividend of $1.16 per share. The ex-dividend date of this dividend is Monday, August 31st. This represents a $4.64 annualized dividend and a yield of 1.6%. FactSet Research Systems’s dividend payout ratio (DPR) is currently 30.57%.

FactSet Research Systems Company 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.