462 Shares in FactSet Research Systems Inc. $FDS Purchased by Advisory Alpha LLC

Advisory Alpha LLC purchased a new stake in shares of FactSet Research Systems Inc. (NYSE:FDS) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 462 shares of the business services provider’s stock, valued at approximately $207,000.

Other institutional investors have also added to or reduced their stakes in the company. Sequoia Financial Advisors LLC boosted its position in shares of FactSet Research Systems by 5.7% during the 1st quarter. Sequoia Financial Advisors LLC now owns 1,077 shares of the business services provider’s stock valued at $490,000 after acquiring an additional 58 shares during the last quarter. Amalgamated Bank lifted its position in FactSet Research Systems by 0.5% during the first quarter. Amalgamated Bank now owns 7,973 shares of the business services provider’s stock valued at $3,625,000 after purchasing an additional 37 shares during the last quarter. Koshinski Asset Management Inc. grew its stake in shares of FactSet Research Systems by 32.2% in the 1st quarter. Koshinski Asset Management Inc. now owns 1,178 shares of the business services provider’s stock worth $535,000 after buying an additional 287 shares in the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd increased its holdings in shares of FactSet Research Systems by 0.7% in the 1st quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 4,808 shares of the business services provider’s stock worth $2,186,000 after buying an additional 32 shares during the last quarter. Finally, DAVENPORT & Co LLC raised its position in shares of FactSet Research Systems by 21.3% during the 1st quarter. DAVENPORT & Co LLC now owns 2,042 shares of the business services provider’s stock valued at $928,000 after buying an additional 359 shares in the last quarter. Hedge funds and other institutional investors own 91.24% of the company’s stock.

Insider Activity

In related news, insider Christopher Mcloughlin bought 338 shares of the company’s stock in a transaction on Tuesday, September 23rd. The shares were acquired at an average cost of $296.19 per share, for a total transaction of $100,112.22. Following the purchase, the insider directly owned 3,446 shares of the company’s stock, valued at approximately $1,020,670.74. The trade was a 10.88% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Helen L. Shan bought 370 shares of FactSet Research Systems stock in a transaction dated Monday, October 6th. The shares were bought at an average cost of $275.48 per share, for a total transaction of $101,927.60. Following the completion of the transaction, the executive vice president owned 9,284 shares of the company’s stock, valued at approximately $2,557,556.32. This trade represents a 4.15% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 1.10% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently commented on FDS. UBS Group upgraded FactSet Research Systems from a “neutral” rating to a “buy” rating and dropped their price target for the stock from $480.00 to $425.00 in a research report on Monday, September 22nd. Evercore ISI lowered their price objective on FactSet Research Systems from $394.00 to $328.00 and set an “in-line” rating for the company in a research note on Friday, September 19th. Rothschild Redb upgraded FactSet Research Systems from a “strong sell” rating to a “hold” rating in a report on Friday, September 12th. BMO Capital Markets decreased their price target on FactSet Research Systems from $452.00 to $324.00 and set a “market perform” rating on the stock in a report on Friday, September 19th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of FactSet Research Systems in a research report on Wednesday, October 8th. One analyst has rated the stock with a Buy rating, eight have issued a Hold rating and five have given a Sell rating to the company. According to data from MarketBeat.com, FactSet Research Systems presently has an average rating of “Reduce” and an average price target of $356.78.

FactSet Research Systems Trading Up 0.6%

Shares of NYSE FDS opened at $268.57 on Friday. FactSet Research Systems Inc. has a fifty-two week low of $266.13 and a fifty-two week high of $499.87. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.40 and a current ratio of 1.40. The company has a market cap of $10.05 billion, a price-to-earnings ratio of 17.27, a PEG ratio of 2.73 and a beta of 0.79. The business’s 50 day moving average price is $316.74 and its 200-day moving average price is $389.93.

FactSet Research Systems (NYSE:FDS) last posted its quarterly earnings data on Thursday, September 18th. The business services provider reported $4.05 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.13 by ($0.08). The business had revenue of $596.90 million for the quarter, compared to analysts’ expectations of $593.32 million. FactSet Research Systems had a net margin of 25.72% and a return on equity of 31.06%. FactSet Research Systems’s revenue was up 6.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.74 EPS. FactSet Research Systems has set its FY 2026 guidance at 16.900-17.600 EPS. On average, sell-side analysts expect that FactSet Research Systems Inc. will post 17.21 earnings per share for the current year.

FactSet Research Systems Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, September 18th. Stockholders of record on Friday, August 29th were issued a $1.10 dividend. The ex-dividend date was Friday, August 29th. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.6%. FactSet Research Systems’s dividend payout ratio is presently 28.30%.

FactSet Research Systems Company Profile

FactSet Research Systems Inc, a financial data company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth.