Ieq Capital LLC Takes $17.11 Million Position in FactSet Research Systems Inc. $FDS

Key Points

• Ieq Capital acquired 74,386 FactSet shares worth approximately $17.11 million, giving it a 0.21% stake. Institutional investors collectively own 91.24% of the company.
• FactSet exceeded quarterly expectations, reporting $4.53 in EPS and $622.92 million in revenue; revenue increased 6.4% year over year. The company issued fiscal 2026 EPS guidance of $17.25–$17.75.
• FactSet declared a quarterly dividend of $1.16 per share, equivalent to $4.64 annually and a 1.6% yield. Despite recent analyst target increases, the stock’s consensus rating remains “Reduce,” with an average price target of $253.

Ieq Capital LLC acquired a new position in shares of FactSet Research Systems Inc. (NYSE:FDS - Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 74,386 shares of the business services provider's stock, valued at approximately $17,115,000. Ieq Capital LLC owned about 0.21% of FactSet Research Systems as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. Jones Financial Companies Lllp increased its holdings in shares of FactSet Research Systems by 5.6% in the 1st quarter. Jones Financial Companies Lllp now owns 1,727 shares of the business services provider's stock valued at $785,000 after purchasing an additional 91 shares in the last quarter. Empowered Funds LLC grew its holdings in FactSet Research Systems by 27.6% during the 1st quarter. Empowered Funds LLC now owns 972 shares of the business services provider's stock valued at $442,000 after buying an additional 210 shares during the last quarter. Geneos Wealth Management Inc. boosted its stake in shares of FactSet Research Systems by 188.2% during the 1st 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. EverSource Wealth Advisors LLC raised its holdings in FactSet Research Systems by 58.6% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 138 shares of the business services provider's stock valued at $62,000 after acquiring an additional 51 shares during the last quarter. Finally, Cerity Partners LLC boosted its holdings in shares of FactSet Research Systems by 15.6% during the second quarter. Cerity Partners LLC now owns 5,247 shares of the business services provider's stock worth $2,347,000 after purchasing an additional 707 shares during the last quarter. 91.24% of the stock is owned by hedge funds and other institutional investors.

FactSet Research Systems Stock Down 0.3%

FactSet Research Systems stock opened at $299.26 on Friday. The company has a 50-day simple moving average of $257.01 and a 200-day simple moving average of $233.44. FactSet Research Systems Inc. has a one year low of $185.00 and a one year high of $386.52. The firm has a market capitalization of $10.64 billion, a P/E ratio of 19.71, a P/E/G ratio of 2.01 and a beta of 0.70. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.68 and a current ratio of 0.68.

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 earnings per share 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 company had revenue of $622.92 million for the quarter, compared to analysts' expectations of $617.91 million. During the same quarter in the previous year, the company posted $4.27 earnings per share. The business's revenue for the quarter 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. As a group, equities analysts expect that FactSet Research Systems Inc. will post 17.76 earnings per share for the current year.

FactSet Research Systems Announces Dividend

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

Wall Street Analysts Forecast Growth

FDS has been the subject of a number of recent analyst reports. Jefferies Financial Group boosted their target price on shares of FactSet Research Systems from $225.00 to $253.00 and gave the company a "hold" rating in a report on Thursday, July 2nd. UBS Group reissued a "buy" rating on shares of FactSet Research Systems in a research report on Wednesday, July 22nd. Royal Bank Of Canada reiterated a "sector perform" rating and issued a $240.00 price objective on shares of FactSet Research Systems in a report on Thursday, July 2nd. Weiss Ratings upgraded FactSet Research Systems from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Monday, July 13th. Finally, BMO Capital Markets increased their price target on shares of FactSet Research Systems from $257.00 to $275.00 and gave the stock a "market perform" rating in a research report on Thursday, July 2nd. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, ten have given a Hold rating and six have given a Sell rating to the company. According to MarketBeat.com, FactSet Research Systems has an average rating of "Reduce" and an average price target of $253.00.

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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