American Capital Management Inc. Makes New $9.43 Million Investment in FactSet Research Systems Inc. $FDS

Key Points

• American Capital Management purchased 40,986 FactSet shares worth approximately $9.43 million, representing about 0.12% of the company; institutional investors collectively own 91.24% of FDS.
• Analyst sentiment remains cautious, with a consensus “Reduce” rating and a $253 price target, despite individual firms raising targets and UBS maintaining a “Buy” rating.
• FactSet exceeded quarterly earnings and revenue estimates, reporting $4.53 in EPS and $622.92 million in revenue, while declaring a quarterly dividend of $1.16, or $4.64 annually, yielding about 1.6%.

American Capital Management Inc. purchased a new position in shares of FactSet Research Systems Inc. (NYSE:FDS - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 40,986 shares of the business services provider's stock, valued at approximately $9,430,000. American Capital Management Inc. owned approximately 0.12% of FactSet Research Systems at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Geneos Wealth Management Inc. lifted its stake in FactSet Research Systems by 188.2% in the first quarter. Geneos Wealth Management Inc. now owns 98 shares of the business services provider's stock worth $45,000 after acquiring an additional 64 shares during the period. BOKF NA grew its holdings in FactSet Research Systems by 5,100.0% during 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 in the last quarter. Navalign LLC purchased a new position in FactSet Research Systems during the 4th quarter valued at about $32,000. Litman Gregory Wealth Management LLC purchased a new position in FactSet Research Systems during the 4th quarter valued at about $32,000. Finally, MUFG Securities EMEA plc bought a new stake in shares of FactSet Research Systems in the 2nd quarter valued at about $50,000. Hedge funds and other institutional investors own 91.24% of the company's stock.

Analyst Ratings Changes

FDS has been the subject of several research reports. Morgan Stanley upped their price target on shares of 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. The Goldman Sachs Group lowered shares of FactSet Research Systems from a "sell" rating to an "underweight" rating in a report on Thursday, June 18th. UBS Group reissued a "buy" rating on shares of FactSet Research Systems in a research note on Wednesday, July 22nd. Barclays increased their target price on FactSet Research Systems from $210.00 to $216.00 and gave the company an "underweight" rating in a research report on Monday, July 6th. Finally, Wolfe Research lifted their price target on FactSet Research Systems from $225.00 to $240.00 and gave the company an "underperform" rating in a report on Wednesday, July 1st. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, ten have issued a Hold rating and six have assigned a Sell rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Reduce" and a consensus target price of $253.00.

FactSet Research Systems Price Performance

NYSE FDS opened at $295.02 on Thursday. The firm's fifty day simple moving average is $260.88 and its two-hundred day simple moving average is $235.01. The firm has a market capitalization of $10.49 billion, a P/E ratio of 19.43, a P/E/G ratio of 1.99 and a beta of 0.70. 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 $384.33.

FactSet Research Systems (NYSE:FDS - Get Free Report) last issued its quarterly earnings data on Wednesday, July 1st. The business services provider reported $4.53 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 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 business's revenue for the quarter was up 6.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $4.27 EPS. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. Analysts forecast that FactSet Research Systems Inc. will post 17.76 EPS for the current fiscal year.

FactSet Research Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Monday, August 31st will be paid a $1.16 dividend. The ex-dividend date is Monday, August 31st. This represents a $4.64 dividend on an annualized basis and a yield of 1.6%. FactSet Research Systems's dividend payout ratio (DPR) is 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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