Drucker Wealth 3.0 LLC Has $1.39 Million Stake in FactSet Research Systems Inc. $FDS

Posted by Francis Steltz on Jun 30th, 2026

Drucker Wealth 3.0 LLC boosted its holdings in FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 186.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 6,422 shares of the business services provider’s stock after purchasing an additional 4,183 shares during the quarter. Drucker Wealth 3.0 LLC’s holdings in FactSet Research Systems were worth $1,393,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Cromwell Holdings LLC bought a new position in shares of FactSet Research Systems in the fourth quarter valued at $26,000. WPG Advisers LLC increased its position in shares of FactSet Research Systems by 76.9% during the fourth quarter. WPG Advisers LLC now owns 92 shares of the business services provider’s stock worth $27,000 after acquiring an additional 40 shares in the last quarter. Field & Main Bank bought a new stake in shares of FactSet Research Systems during the fourth quarter worth about $29,000. BOKF NA raised its holdings in shares of FactSet Research Systems by 5,100.0% in the 3rd quarter. BOKF NA now owns 104 shares of the business services provider’s stock worth $30,000 after acquiring an additional 102 shares during the last quarter. Finally, Navalign LLC bought a new position in FactSet Research Systems in the 4th quarter valued at about $32,000. Institutional investors and hedge funds own 91.24% of the company’s stock.

FactSet Research Systems Stock Performance

Shares of FDS stock opened at $233.20 on Tuesday. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.43 and a current ratio of 1.43. The firm has a market cap of $8.50 billion, a price-to-earnings ratio of 15.00, a P/E/G ratio of 1.93 and a beta of 0.71. FactSet Research Systems Inc. has a 52 week low of $185.00 and a 52 week high of $453.41. The firm’s 50-day simple moving average is $230.84 and its two-hundred day simple moving average is $238.76.

FactSet Research Systems (NYSE:FDS – Get Free Report) last released its earnings results on Tuesday, March 31st. The business services provider reported $4.46 earnings per share for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $604.78 million. During the same period in the prior year, the firm earned $4.28 EPS. The company’s revenue was up 7.1% compared to the same quarter last year. As a group, equities analysts forecast that FactSet Research Systems Inc. will post 17.66 earnings per share for the current year.

FactSet Research Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Friday, May 29th were paid a $1.16 dividend. The ex-dividend date was Friday, May 29th. This is a positive change from FactSet Research Systems’s previous quarterly dividend of $1.10. This represents a $4.64 annualized dividend and a yield of 2.0%. FactSet Research Systems’s dividend payout ratio (DPR) is currently 29.84%.

Analyst Ratings Changes

A number of equities analysts have issued reports on the company. Rothschild & Co Redburn downgraded FactSet Research Systems from a “neutral” rating to a “sell” rating and set a $215.00 price target for the company. in a research note on Thursday, June 18th. UBS Group cut their price target on shares of FactSet Research Systems from $425.00 to $380.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. The Goldman Sachs Group downgraded FactSet Research Systems from a “sell” rating to an “underweight” rating in a research note on Thursday, June 18th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of FactSet Research Systems in a research report on Wednesday, June 24th. Finally, Royal Bank Of Canada cut their price objective on FactSet Research Systems from $243.00 to $240.00 and set a “sector perform” rating on the stock in a research report on Wednesday, May 27th. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, eight have given a Hold rating and seven have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Reduce” and an average price target of $267.69.

Read Our Latest Stock Analysis on FactSet Research Systems

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.