Alamar Capital Management LLC Makes New Investment in FactSet Research Systems Inc. $FDS

Key Points

• Alamar Capital Management initiated a FactSet Research Systems position in the second quarter, buying 7,145 shares valued at approximately $1.64 million. Institutional investors collectively own 91.24% of the company.
• 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 $253 versus the reported share price of $285.34. FactSet also declared a quarterly dividend of $1.16, or $4.64 annualized, yielding 1.6%.

Alamar Capital Management LLC purchased a new stake in shares of FactSet Research Systems Inc. (NYSE:FDS - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 7,145 shares of the business services provider's stock, valued at approximately $1,644,000.

Several other large investors have also recently modified their holdings of FDS. Northwestern Mutual Wealth Management Co. grew its holdings 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 buying an additional 13,854,613 shares during the last quarter. BlackRock Inc. purchased a new stake in FactSet Research Systems during the 2nd quarter valued at $657,658,000. Bamco Inc. NY increased its holdings in shares of FactSet Research Systems by 58.8% in the 4th 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 in the last quarter. AQR Capital Management LLC increased its holdings in shares of FactSet Research Systems by 4,547.4% in the 4th 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 in the last quarter. Finally, Bank of Montreal Can raised its stake in shares of FactSet Research Systems by 1,843.9% in the fourth 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. Hedge funds and other institutional investors own 91.24% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the company. UBS Group reaffirmed a "buy" rating on shares of FactSet Research Systems in a research report on Wednesday, July 22nd. Morgan Stanley boosted their target price on FactSet Research Systems from $228.00 to $230.00 and gave the stock an "equal weight" rating in a research report on Thursday, July 2nd. Deutsche Bank Aktiengesellschaft upped their target price on shares of FactSet Research Systems from $275.00 to $280.00 and gave the company a "hold" rating in a research note on Thursday, July 2nd. Wells Fargo & Company raised their price target on shares of FactSet Research Systems from $200.00 to $210.00 and gave the company an "underweight" rating in a report on Thursday, July 2nd. Finally, Barclays lifted their price target 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 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 stock. According to MarketBeat.com, the stock has a consensus rating of "Reduce" and an average target price of $253.00.

FactSet Research Systems Price Performance

Shares of NYSE:FDS opened at $285.34 on Wednesday. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.44. The stock has a market capitalization of $10.15 billion, a PE ratio of 18.80, a price-to-earnings-growth ratio of 1.90 and a beta of 0.70. The firm's 50 day moving average price is $253.61 and its 200-day moving average price is $232.34. FactSet Research Systems Inc. has a twelve month low of $185.00 and a twelve month high of $387.75.

FactSet Research Systems (NYSE:FDS - Get Free Report) last announced its 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 company had revenue of $622.92 million during the quarter, compared to analyst estimates of $617.91 million. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. The firm's quarterly revenue was up 6.4% compared to the same quarter last year. During the same period in the previous year, the business posted $4.27 earnings per share. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. Equities research analysts expect that FactSet Research Systems Inc. will post 17.76 EPS for the current year.

FactSet Research Systems Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Monday, August 31st will be issued a $1.16 dividend. This represents a $4.64 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend is Monday, August 31st. FactSet Research Systems's dividend payout ratio is currently 30.57%.

FactSet Research Systems 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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