10,435 Shares in FactSet Research Systems Inc. $FDS Bought by Corient Private Wealth LP

Key Points

• Corient Private Wealth LP acquired 10,435 FactSet shares during the second quarter, valued at approximately $2.4 million. Institutional investors collectively own 91.24% of FDS.
• FactSet exceeded quarterly expectations, reporting $4.53 in EPS and $622.92 million in revenue, with revenue up 6.4% year over year. The company issued fiscal 2026 EPS guidance of $17.25–$17.75.
• Analyst sentiment remains cautious, with a consensus “Reduce” rating and an average price target of $257.57, below the reported share price of $306.82. FactSet also declared a quarterly dividend of $1.16 per share, yielding approximately 1.5% annually.

Corient Private Wealth LP acquired a new stake in shares of FactSet Research Systems Inc. (NYSE:FDS - Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 10,435 shares of the business services provider's stock, valued at approximately $2,401,000.

A number of other institutional investors also recently bought and sold shares of FDS. Geneos Wealth Management Inc. grew its stake in shares of FactSet Research Systems by 188.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 98 shares of the business services provider's stock valued at $45,000 after purchasing an additional 64 shares during the period. BOKF NA lifted its stake 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 purchasing an additional 102 shares during the period. Navalign LLC bought a new position in shares of FactSet Research Systems in the 4th quarter worth approximately $32,000. Litman Gregory Wealth Management LLC purchased a new position in shares of FactSet Research Systems in the fourth quarter worth approximately $32,000. Finally, MUFG Securities EMEA plc purchased a new position in shares of FactSet Research Systems in the second quarter worth approximately $50,000. Institutional investors own 91.24% of the company's stock.

Analysts Set New Price Targets

Several analysts recently issued reports on FDS shares. Weiss Ratings upgraded shares of FactSet Research Systems from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Monday, July 13th. BMO Capital Markets lifted their price target on shares of FactSet Research Systems from $257.00 to $275.00 and gave the stock a "market perform" rating in a research note on Thursday, July 2nd. Wolfe Research lifted their price target on shares of FactSet Research Systems from $225.00 to $240.00 and gave the stock an "underperform" rating in a research note on Wednesday, July 1st. Rothschild & Co Redburn downgraded shares of FactSet Research Systems from a "neutral" rating to a "sell" rating and set a $215.00 price objective for the company. in a research report on Thursday, June 18th. Finally, UBS Group restated a "buy" rating on shares of FactSet Research Systems in a research note on Wednesday, July 22nd. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, ten have issued a Hold rating and six have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, FactSet Research Systems currently has a consensus rating of "Reduce" and an average target price of $257.57.

FactSet Research Systems Trading Up 0.5%

Shares of NYSE:FDS opened at $306.82 on Thursday. The stock has a 50 day moving average of $269.70 and a 200 day moving average of $238.73. The company has a market cap of $10.91 billion, a PE ratio of 20.21, a price-to-earnings-growth ratio of 1.84 and a beta of 0.71. The company has a current ratio of 0.68, a quick 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 $377.07.

FactSet Research Systems (NYSE:FDS - Get Free Report) last released its earnings results on Wednesday, July 1st. The business services provider reported $4.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.44 by $0.09. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. The company had revenue of $622.92 million during the quarter, compared to analyst estimates of $617.91 million. During the same period in the prior year, the firm posted $4.27 EPS. The firm's quarterly 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. As a group, equities research analysts expect that FactSet Research Systems Inc. will post 17.76 EPS for the current year.

FactSet Research Systems Announces Dividend

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. This represents a $4.64 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Monday, August 31st. FactSet Research Systems's dividend payout ratio (DPR) is presently 30.57%.

FactSet Research Systems Company Profile

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.

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