Aurora Investment Counsel Makes New $1.98 Million Investment in FactSet Research Systems Inc. $FDS

Key Points

• Aurora Investment Counsel acquired 8,616 FactSet shares in the second quarter, representing a new position valued at approximately $1.98 million. Institutional investors and hedge funds 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 guided to fiscal 2026 EPS of $17.25–$17.75.
• Analyst sentiment remains cautious: the stock has an average “Reduce” rating and a $253 price target, despite recent target increases. FactSet also announced a quarterly dividend of $1.16 per share, yielding approximately 1.6% annually.

Aurora Investment Counsel acquired a new stake in FactSet Research Systems Inc. (NYSE:FDS - Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,616 shares of the business services provider's stock, valued at approximately $1,982,000.

A number of other hedge funds have also modified their holdings of the company. WPG Advisers LLC boosted its position in FactSet Research Systems by 76.9% in the fourth quarter. WPG Advisers LLC now owns 92 shares of the business services provider's stock valued at $27,000 after buying an additional 40 shares during the last quarter. Geneos Wealth Management Inc. raised its holdings in shares of FactSet Research Systems by 188.2% during the first quarter. Geneos Wealth Management Inc. now owns 98 shares of the business services provider's stock worth $45,000 after purchasing an additional 64 shares during the last quarter. Field & Main Bank purchased a new position in shares of FactSet Research Systems during the fourth quarter worth $29,000. BOKF NA lifted its position in FactSet Research Systems by 5,100.0% during the third quarter. BOKF NA now owns 104 shares of the business services provider's stock valued at $30,000 after purchasing an additional 102 shares during the period. Finally, Navalign LLC acquired a new position in FactSet Research Systems during the fourth quarter valued at $32,000. 91.24% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

FDS has been the topic of a number of recent research reports. BMO Capital Markets upped their target price on 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. The Goldman Sachs Group cut FactSet Research Systems from a "sell" rating to an "underweight" rating in a research report on Thursday, June 18th. Weiss Ratings raised FactSet Research Systems from a "sell (d+)" rating to a "hold (c-)" rating in a report on Monday, July 13th. UBS Group restated a "buy" rating on shares of FactSet Research Systems in a research report on Wednesday, July 22nd. Finally, Deutsche Bank Aktiengesellschaft raised their price objective on shares of FactSet Research Systems from $275.00 to $280.00 and gave the stock a "hold" rating in a research note on Thursday, July 2nd. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, ten have assigned a Hold rating and six have issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Reduce" and an average price target of $253.00.

FactSet Research Systems Stock Performance

Shares of FDS stock opened at $298.14 on Thursday. 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 $387.75. The business's 50 day moving average is $254.61 and its two-hundred day moving average is $232.66. The company has a market capitalization of $10.60 billion, a P/E ratio of 19.64, a P/E/G ratio of 1.92 and a beta of 0.70.

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

FactSet Research Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Monday, August 31st will be issued a dividend of $1.16 per share. 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 (DPR) is presently 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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