FactSet Research Systems Inc. $FDS Shares Purchased by Copeland Capital Management LLC

Key Points

• Copeland Capital Management raised its stake in FactSet by 13.7% in Q4 to 82,277 shares—about 0.22% of the company—valued at roughly $23.88 million.
• FactSet beat quarterly estimates with EPS $4.46 versus $4.37 and revenue of $611.02M, and pays a $1.10 quarterly dividend (annualized yield ~1.9%).
• The analyst outlook is mixed-to-negative: several firms cut price targets and issued sell/underweight ratings leading to a consensus rating of "Reduce" with a $279.85 consensus target, although Zacks raised multi‑year EPS estimates.

Copeland Capital Management LLC raised its stake in shares of FactSet Research Systems Inc. (NYSE:FDS - Free Report) by 13.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 82,277 shares of the business services provider's stock after buying an additional 9,908 shares during the period. Copeland Capital Management LLC owned approximately 0.22% of FactSet Research Systems worth $23,876,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Running Oak Capital LLC increased its stake in FactSet Research Systems by 14.0% during the 3rd quarter. Running Oak Capital LLC now owns 41,335 shares of the business services provider's stock valued at $11,842,000 after buying an additional 5,072 shares during the period. Nuance Investments LLC acquired a new position in shares of FactSet Research Systems in the 3rd quarter worth approximately $2,733,000. Fiera Capital Corp grew its stake in shares of FactSet Research Systems by 5.3% in the 3rd quarter. Fiera Capital Corp now owns 280,187 shares of the business services provider's stock worth $80,271,000 after purchasing an additional 14,133 shares during the last quarter. Financial Strategies Group Inc. acquired a new position in shares of FactSet Research Systems in the 3rd quarter worth approximately $7,920,000. Finally, Mcdonald Capital Investors Inc. CA acquired a new position in shares of FactSet Research Systems in the 3rd quarter worth approximately $28,320,000. Institutional investors and hedge funds own 91.24% of the company's stock.

Trending Headlines about FactSet Research Systems

Here are the key news stories impacting FactSet Research Systems this week:

• Positive Sentiment: Zacks raised medium‑ and longer‑term outlooks — FY2027 was lifted to $19.19 from $18.89 and FY2028 to $21.33 from $20.71, implying stronger expected earnings growth beyond the current year. These upward revisions signal analyst confidence in FactSet’s revenue and margin trajectory, which can support higher valuation over time. Zacks Research Report (Apr 21)
• Positive Sentiment: Zacks increased several quarterly estimates across 2026–2028 (examples: Q4 2026 to $4.27 from $4.14; Q1 2027 to $4.74; Q2 2027 to $4.61; Q3 2027 to $4.80; Q4 2027 to $5.03; Q1 2028 to $5.16; Q2 2028 to $5.26). These upgrades suggest analysts expect continued quarter‑over‑quarter earnings strength. Zacks Research Report (Apr 21)
• Neutral Sentiment: Consensus full‑year estimates remain near $17.64–$17.65, so near‑term market expectations for FY2026 are largely unchanged despite the mix of revisions. Investors should watch upcoming company guidance/quarterly results for confirmation. Zacks Research Report (Apr 21)
• Neutral Sentiment: Technical/fundamental context: FDS trades between its 50‑day ($214) and 200‑day ($254) moving averages, has a P/E ~14.7 and a market cap near $8.3B — useful context for investors weighing valuation versus growth expectations. FactSet Stock Profile
• Negative Sentiment: Zacks trimmed its Q3 2026 EPS estimate to $4.33 from $4.40 — a modest near‑term downgrade that could pressure sentiment if investors focus on quarterly timing rather than the stronger multi‑year revisions. Zacks Research Report (Apr 21)

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on FDS. The Goldman Sachs Group lowered their price objective on shares of FactSet Research Systems from $253.00 to $217.00 and set a "sell" rating on the stock in a research note on Wednesday, April 1st. Wells Fargo & Company lifted their price objective on shares of FactSet Research Systems from $195.00 to $200.00 and gave the stock an "underweight" rating in a research note on Wednesday, April 1st. Royal Bank Of Canada lowered their price objective on shares of FactSet Research Systems from $320.00 to $243.00 and set a "sector perform" rating on the stock in a research note on Wednesday, March 18th. Weiss Ratings reaffirmed a "sell (d+)" rating on shares of FactSet Research Systems in a research note on Friday, March 27th. Finally, Barclays lowered their price objective on shares of FactSet Research Systems from $300.00 to $210.00 and set an "underweight" rating on the stock in a research note on Monday, February 23rd. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, nine have assigned a Hold rating and six have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Reduce" and a consensus price target of $279.85.

FactSet Research Systems Stock Performance

Shares of FDS opened at $228.10 on Friday. FactSet Research Systems Inc. has a one year low of $185.00 and a one year high of $474.79. The company has a 50-day moving average of $214.54 and a two-hundred day moving average of $254.03. The stock has a market cap of $8.31 billion, a price-to-earnings ratio of 14.67, a PEG ratio of 2.11 and a beta of 0.73. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.43 and a quick ratio of 1.43.

FactSet Research Systems (NYSE:FDS - Get Free Report) last announced its earnings results on Tuesday, March 31st. The business services provider reported $4.46 EPS for the quarter, topping the consensus estimate of $4.37 by $0.09. FactSet Research Systems had a net margin of 24.48% and a return on equity of 30.25%. The company had revenue of $611.02 million during the quarter, compared to analysts' expectations of $604.78 million. During the same period last year, the company posted $4.28 earnings per share. The business's revenue for the quarter was up 7.1% on a year-over-year basis. On average, equities research analysts expect that FactSet Research Systems Inc. will post 17.65 earnings per share for the current year.

FactSet Research Systems Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Shareholders of record on Friday, February 27th were issued a $1.10 dividend. This represents a $4.40 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Friday, February 27th. FactSet Research Systems's dividend payout ratio (DPR) is presently 28.30%.

FactSet Research Systems Company 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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