Equity Investment Corp Takes $65.63 Million Position in FactSet Research Systems Inc. $FDS

Key Points

• Equity Investment Corp acquired 285,233 FactSet shares worth approximately $65.63 million, representing about 0.80% of the company. Institutional investors collectively own 91.24% of FDS.
• FactSet exceeded quarterly expectations with $4.53 in EPS and $622.92 million in revenue, while revenue increased 6.4% year over year. The company projects fiscal 2026 EPS of $17.25–$17.75.
• Analyst sentiment remains cautious, with an average “Reduce” rating and a $253 consensus price target. FactSet also declared a quarterly dividend of $1.16 per share, equivalent to a 1.6% annualized yield.

Equity Investment Corp acquired a new stake in shares of FactSet Research Systems Inc. (NYSE:FDS - Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 285,233 shares of the business services provider's stock, valued at approximately $65,626,000. Equity Investment Corp owned approximately 0.80% of FactSet Research Systems at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the business. Mattern Capital Management LLC grew its stake in shares of FactSet Research Systems by 48.8% in the 4th quarter. Mattern Capital Management LLC now owns 30,391 shares of the business services provider's stock valued at $8,819,000 after buying an additional 9,971 shares in the last quarter. Ticino Wealth acquired a new stake in FactSet Research Systems during the fourth quarter worth $1,946,000. Investment House LLC boosted its position in shares of FactSet Research Systems by 311.5% during the 4th quarter. Investment House LLC now owns 42,393 shares of the business services provider's stock valued at $12,302,000 after acquiring an additional 32,092 shares in the last quarter. Hendley & Co. Inc. acquired a new position in FactSet Research Systems in the fourth quarter worth about $2,162,000. Finally, CWM LLC lifted its stake in FactSet Research Systems by 1,736.0% during the fourth quarter. CWM LLC now owns 26,641 shares of the business services provider's stock worth $7,731,000 after purchasing an additional 25,190 shares during the period. 91.24% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

FDS has been the subject of a number of research analyst reports. Rothschild & Co Redburn cut FactSet Research Systems from a "neutral" rating to a "sell" rating and set a $215.00 price target for the company. in a report on Thursday, June 18th. UBS Group reiterated a "buy" rating on shares of FactSet Research Systems in a report on Wednesday, July 22nd. Weiss Ratings upgraded FactSet Research Systems from a "sell (d+)" rating to a "hold (c-)" rating in a report on Monday, July 13th. Bank of America raised their price objective on FactSet Research Systems from $205.00 to $210.00 and gave the company an "underperform" rating in a report on Thursday, July 2nd. Finally, Wells Fargo & Company boosted their target price on shares of FactSet Research Systems from $200.00 to $210.00 and gave the stock an "underweight" rating in a report on Thursday, July 2nd. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, ten have given a Hold rating and six have given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Reduce" and a consensus price target of $253.00.

FactSet Research Systems Stock Performance

NYSE FDS opened at $285.34 on Wednesday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.68 and a current ratio of 0.68. The stock has a market cap of $10.15 billion, a PE ratio of 18.80, a PEG ratio of 1.90 and a beta of 0.70. FactSet Research Systems Inc. has a fifty-two week low of $185.00 and a fifty-two week high of $387.75. The firm's fifty day moving average price is $253.61 and its two-hundred day moving average price is $232.34.

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 EPS for the quarter, beating analysts' consensus estimates of $4.44 by $0.09. The firm had revenue of $622.92 million for 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 was up 6.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.27 EPS. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. On average, equities analysts expect that FactSet Research Systems Inc. will post 17.76 EPS for the current fiscal year.

FactSet Research Systems Announces Dividend

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 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 is Monday, August 31st. FactSet Research Systems's payout ratio 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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