Marathon Trading Investment Management LLC Invests $1.43 Million in FactSet Research Systems Inc. $FDS

Posted by Stanley Muller on Jun 15th, 2026

Marathon Trading Investment Management LLC acquired a new stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 4,911 shares of the business services provider’s stock, valued at approximately $1,425,000.

Other large investors also recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. increased its position in shares of FactSet Research Systems by 444,058.1% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 13,857,733 shares of the business services provider’s stock valued at $4,021,376,000 after acquiring an additional 13,854,613 shares during the last quarter. Vanguard Group Inc. lifted its holdings in shares of FactSet Research Systems by 2.2% in the 3rd quarter. Vanguard Group Inc. now owns 4,932,382 shares of the business services provider’s stock worth $1,413,078,000 after acquiring an additional 107,184 shares during the last quarter. State Street Corp boosted its position in shares of FactSet Research Systems by 1.2% during the 3rd quarter. State Street Corp now owns 1,961,231 shares of the business services provider’s stock worth $561,873,000 after purchasing an additional 23,660 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in FactSet Research Systems by 3.2% in the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 856,039 shares of the business services provider’s stock valued at $245,247,000 after purchasing an additional 26,865 shares during the last quarter. Finally, Invesco Ltd. increased its holdings in FactSet Research Systems by 16.2% in the 3rd quarter. Invesco Ltd. now owns 793,832 shares of the business services provider’s stock valued at $227,425,000 after purchasing an additional 110,686 shares during the last quarter. Institutional investors and hedge funds own 91.24% of the company’s stock.

FactSet Research Systems Price Performance

FactSet Research Systems stock opened at $241.74 on Monday. The company has a quick ratio of 1.43, a current ratio of 1.43 and a debt-to-equity ratio of 0.64. FactSet Research Systems Inc. has a 52-week low of $185.00 and a 52-week high of $453.41. The firm has a market cap of $8.81 billion, a PE ratio of 15.55, a price-to-earnings-growth ratio of 2.01 and a beta of 0.71. The company’s 50 day moving average is $230.82 and its two-hundred day moving average is $243.09.

FactSet Research Systems (NYSE:FDS – Get Free Report) last posted its quarterly earnings results on Tuesday, March 31st. The business services provider reported $4.46 EPS for the quarter, topping 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 business had revenue of $611.02 million during the quarter, compared to the consensus estimate of $604.78 million. During the same quarter in the previous year, the firm posted $4.28 earnings per share. The company’s quarterly revenue was up 7.1% compared to the same quarter last year. On average, research analysts expect that FactSet Research Systems Inc. will post 17.66 EPS for the current fiscal year.

FactSet Research Systems Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 18th. Investors of record on Friday, May 29th will be paid a dividend of $1.16 per share. This represents a $4.64 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend is 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 presently 29.84%.

Analyst Ratings Changes

A number of research firms have commented on FDS. Barclays decreased their price target on FactSet Research Systems from $300.00 to $210.00 and set an “underweight” rating on the stock in a research note on Monday, February 23rd. UBS Group dropped their price objective on FactSet Research Systems from $425.00 to $380.00 and set a “buy” rating for the company in a research note on Wednesday, April 1st. Weiss Ratings reiterated a “sell (d+)” rating on shares of FactSet Research Systems in a report on Friday, March 27th. Bank of America began coverage on FactSet Research Systems in a research note on Tuesday, February 17th. They set an “underperform” rating and a $195.00 target price on the stock. Finally, The Goldman Sachs Group lowered their target price on FactSet Research Systems from $253.00 to $217.00 and set a “sell” rating for the company in a report on Wednesday, April 1st. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, nine have issued a Hold rating and six have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, FactSet Research Systems has a consensus rating of “Reduce” and a consensus price target of $279.62.

View Our Latest Stock Analysis on FactSet Research Systems

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.