Corient Private Wealth LP Has $3.93 Million Position in FactSet Research Systems Inc. $FDS

Key Points

• Corient Private Wealth LP increased its FactSet Research Systems position by 149.1% in the second quarter, ending with 17,088 shares valued at approximately $3.93 million. Institutional investors collectively own 91.24% of FDS shares.
• 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 and pays an annualized $4.64 dividend, yielding 1.6%.
• Analyst sentiment remains cautious: FDS has an average “Reduce” rating and a $266.36 consensus price target, below its reported market price of $283.87.

Corient Private Wealth LP grew its position in shares of FactSet Research Systems Inc. (NYSE:FDS - Free Report) by 149.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 17,088 shares of the business services provider's stock after buying an additional 10,228 shares during the quarter. Corient Private Wealth LP's holdings in FactSet Research Systems were worth $3,932,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently bought and sold shares of the company. HighTower Advisors LLC lifted its stake in shares of FactSet Research Systems by 2.6% in the 2nd quarter. HighTower Advisors LLC now owns 121,962 shares of the business services provider's stock valued at $28,061,000 after purchasing an additional 3,147 shares during the period. Wedmont Private Capital boosted its holdings in FactSet Research Systems by 37.1% during the second quarter. Wedmont Private Capital now owns 1,872 shares of the business services provider's stock worth $463,000 after buying an additional 507 shares during the last quarter. HB Wealth Management LLC grew its position in shares of FactSet Research Systems by 76.4% during the 2nd quarter. HB Wealth Management LLC now owns 5,909 shares of the business services provider's stock worth $1,360,000 after buying an additional 2,560 shares during the period. AlphaGrep UK Ltd bought a new stake in FactSet Research Systems in the second quarter valued at approximately $378,000. Finally, TD Waterhouse Canada Inc. increased its stake in FactSet Research Systems by 872.4% in the second quarter. TD Waterhouse Canada Inc. now owns 1,517 shares of the business services provider's stock valued at $372,000 after purchasing an additional 1,361 shares in the last quarter. Institutional investors and hedge funds own 91.24% of the company's stock.

FactSet Research Systems Price Performance

NYSE:FDS opened at $283.87 on Friday. The firm's fifty day moving average price is $279.74 and its two-hundred day moving average price is $245.30. The company has a market cap of $10.10 billion, a P/E ratio of 18.70, a P/E/G ratio of 1.63 and a beta of 0.71. FactSet Research Systems Inc. has a one year low of $185.00 and a one year high of $320.48. 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 (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 analysts' consensus estimates 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 analysts' expectations of $617.91 million. During the same quarter in the previous year, the business posted $4.27 earnings per share. FactSet Research Systems's quarterly revenue was up 6.4% on a year-over-year basis. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. Equities analysts expect that FactSet Research Systems Inc. will post 17.77 earnings per share for the current year.

FactSet Research Systems Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 17th. Shareholders of record on Monday, August 31st were paid a dividend of $1.16 per share. This represents a $4.64 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date was Monday, August 31st. FactSet Research Systems's dividend payout ratio is presently 30.57%.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on FDS. Rothschild & Co Redburn cut shares of FactSet Research Systems from a "neutral" rating to a "sell" rating and set a $215.00 price target on the stock. in a research report on Thursday, June 18th. Wolfe Research increased their price target on FactSet Research Systems from $225.00 to $240.00 and gave the stock an "underperform" rating in a report on Wednesday, July 1st. UBS Group reaffirmed a "buy" rating on shares of FactSet Research Systems in a research report on Wednesday, July 22nd. The Goldman Sachs Group cut FactSet Research Systems from a "sell" rating to an "underweight" rating in a research note on Thursday, June 18th. Finally, Morgan Stanley raised their target price on shares of FactSet Research Systems from $230.00 to $300.00 and gave the stock an "equal weight" rating in a report on Thursday, September 10th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, ten have issued a Hold rating and six have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Reduce" and an average target price of $266.36.

FactSet Research Systems Company Profile

FactSet Research Systems Inc NYSE: FDS provides financial data, analytics and technology solutions for investment professionals. Its platform integrates market, company, economic and alternative data with research and analytical tools, helping users evaluate securities, construct and monitor portfolios, manage risk and support investment decisions.

The company serves a broad range of financial institutions, including asset managers, wealth managers, investment banks, hedge funds, private-equity firms and corporate finance teams.

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