Alyeska Investment Group L.P. Makes New $15.54 Million Investment in FactSet Research Systems Inc. $FDS

Key Points

• Alyeska Investment Group acquired 67,534 FactSet shares worth approximately $15.54 million, joining other institutions that increased or initiated positions; institutional investors now own 91.24% of the stock.
• FactSet exceeded quarterly expectations with $4.53 EPS and $622.92 million in revenue, up 6.4% year over year, while guiding fiscal 2026 EPS to $17.25–$17.75.
• The company declared a quarterly dividend of $1.16, or $4.64 annually, representing a 1.5% yield. Despite the shares opening at $313.89, analysts hold a consensus “Reduce” rating with a $257.57 target price.

Alyeska Investment Group L.P. bought a new stake in FactSet Research Systems Inc. (NYSE:FDS - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 67,534 shares of the business services provider's stock, valued at approximately $15,538,000. Alyeska Investment Group L.P. owned approximately 0.19% of FactSet Research Systems at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in FDS. Northwestern Mutual Wealth Management Co. increased its stake in shares of FactSet Research Systems by 444,058.1% in the 4th 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 purchasing an additional 13,854,613 shares during the last quarter. Bamco Inc. NY acquired a new position in shares of FactSet Research Systems during the 2nd quarter worth $966,533,000. BlackRock Inc. bought a new stake in shares of FactSet Research Systems during the 2nd quarter worth $657,658,000. Bank of America Corp DE bought a new stake in shares of FactSet Research Systems during the 2nd quarter worth $176,141,000. Finally, AQR Capital Management LLC boosted its stake in 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 valued at $204,602,000 after buying an additional 689,891 shares in the last quarter. Institutional investors own 91.24% of the company's stock.

FactSet Research Systems Stock Up 1.6%

Shares of NYSE FDS opened at $313.89 on Tuesday. The company has a 50 day simple moving average of $266.17 and a 200 day simple moving average of $237.21. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.68 and a quick ratio of 0.68. FactSet Research Systems Inc. has a 1 year low of $185.00 and a 1 year high of $377.07. The firm has a market cap of $11.17 billion, a PE ratio of 20.68, a price-to-earnings-growth ratio of 2.07 and a beta of 0.70.

FactSet Research Systems (NYSE:FDS - Get Free Report) last released 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 during the quarter, compared to the consensus estimate of $617.91 million. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. The company's revenue for the quarter was up 6.4% on a year-over-year basis. During the same quarter last year, the firm earned $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 Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Monday, August 31st will be given a $1.16 dividend. 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 30.57%.

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. Rothschild & Co Redburn downgraded FactSet Research Systems from a "neutral" rating to a "sell" rating and set a $215.00 target price for the company. in a research note on Thursday, June 18th. Jefferies Financial Group increased their target price on shares of FactSet Research Systems from $225.00 to $253.00 and gave the stock a "hold" rating in a report on Thursday, July 2nd. BMO Capital Markets raised their price target on shares of FactSet Research Systems from $257.00 to $275.00 and gave the company a "market perform" rating in a research note on Thursday, July 2nd. Morgan Stanley lifted their price target on shares of FactSet Research Systems from $228.00 to $230.00 and gave the company an "equal weight" rating in a report on Thursday, July 2nd. Finally, Bank of America upped their price objective on shares of FactSet Research Systems from $205.00 to $210.00 and gave the stock an "underperform" rating in a research report on Thursday, July 2nd. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, ten have assigned a Hold rating and six have issued a Sell rating to the company's stock. According to data from MarketBeat, FactSet Research Systems has a consensus rating of "Reduce" and a consensus target price of $257.57.

About FactSet Research Systems

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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