3,000 Shares in FactSet Research Systems Inc. $FDS Bought by PDT Partners LLC

Posted by Geri Gentry on Aug 28th, 2026

PDT Partners LLC bought a new stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) during the second quarter, according to its most recent filing with the SEC. The firm bought 3,000 shares of the business services provider’s stock, valued at approximately $690,000.

Several other institutional investors have also recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. boosted its holdings in 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 period. BlackRock Inc. acquired a new stake in shares of FactSet Research Systems in the second quarter valued at about $657,658,000. Bamco Inc. NY increased its stake in shares of FactSet Research Systems by 58.8% in the fourth quarter. Bamco Inc. NY now owns 2,888,845 shares of the business services provider’s stock worth $838,314,000 after purchasing an additional 1,069,786 shares during the period. AQR Capital Management LLC increased its stake in shares of FactSet Research Systems by 4,547.4% in the fourth quarter. AQR Capital Management LLC now owns 705,062 shares of the business services provider’s stock worth $204,602,000 after purchasing an additional 689,891 shares during the period. Finally, Bank of Montreal Can lifted its position in shares of FactSet Research Systems by 1,843.9% during the 4th quarter. Bank of Montreal Can now owns 597,723 shares of the business services provider’s stock worth $173,453,000 after purchasing an additional 566,975 shares during the last quarter. Institutional investors own 91.24% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on FDS. Wells Fargo & Company increased their target price on FactSet Research Systems from $200.00 to $210.00 and gave the company an “underweight” rating in a research note on Thursday, July 2nd. Jefferies Financial Group lifted their price target on FactSet Research Systems from $225.00 to $253.00 and gave the stock a “hold” rating in a research report on Thursday, July 2nd. The Goldman Sachs Group lowered FactSet Research Systems from a “sell” rating to an “underweight” rating in a report on Thursday, June 18th. Weiss Ratings raised FactSet Research Systems from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, July 13th. Finally, Barclays raised their price objective on shares of FactSet Research Systems from $210.00 to $216.00 and gave the stock an “underweight” rating in a research note on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, ten have assigned a Hold rating and six have given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Reduce” and a consensus target price of $257.57.

View Our Latest Stock Analysis on FDS

FactSet Research Systems Stock Up 3.2%

NYSE FDS opened at $304.81 on Friday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.68 and a current ratio of 0.68. The firm has a 50-day simple moving average of $262.53 and a 200 day simple moving average of $235.69. FactSet Research Systems Inc. has a twelve month low of $185.00 and a twelve month high of $381.68. The stock has a market cap of $10.84 billion, a PE ratio of 20.08, a PEG ratio of 1.98 and a beta of 0.70.

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 (EPS) for the quarter, beating the consensus estimate of $4.44 by $0.09. The firm had revenue of $622.92 million for the quarter, compared to analyst estimates of $617.91 million. FactSet Research Systems had a return on equity of 30.68% and a net margin of 23.21%.The company’s quarterly revenue was up 6.4% compared to the same quarter last year. During the same period in the previous year, the company posted $4.27 earnings per share. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. On average, research analysts forecast that FactSet Research Systems Inc. will post 17.76 EPS for the current year.

FactSet Research Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Monday, August 31st will be given a dividend of $1.16 per share. The ex-dividend date is Monday, August 31st. This represents a $4.64 dividend on an annualized basis and a dividend yield of 1.5%. FactSet Research Systems’s payout ratio is currently 30.57%.

About FactSet Research Systems

(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.