SG Americas Securities LLC Buys 16,033 Shares of FactSet Research Systems Inc. $FDS

Key Points

• SG Americas Securities boosted its stake in FactSet by 334.4%, buying 16,033 shares to hold 20,828 shares valued at $6,044,000 (about 0.06% of the company) at quarter-end.
• FactSet beat Q2 expectations (EPS $4.46 vs. ~$4.40; revenue $611.02M, +7.1% YoY), shares jumped roughly 6% after the print, and the company announced innovation initiatives (an AI-native banking solution) plus a $600M stock repurchase program (~5.4% of shares).
• Two directors (Laurie Siegel and Malcolm Frank) each sold 2,572 shares at about $296, cutting their holdings by roughly 71–75%, while corporate insiders now own about 1.20% of FactSet's stock.

SG Americas Securities LLC lifted its stake in FactSet Research Systems Inc. (NYSE:FDS - Free Report) by 334.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 20,828 shares of the business services provider's stock after purchasing an additional 16,033 shares during the period. SG Americas Securities LLC owned 0.06% of FactSet Research Systems worth $6,044,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the stock. First Horizon Corp bought a new position in FactSet Research Systems in the 3rd quarter valued at $25,000. Winnow Wealth LLC bought a new stake in shares of FactSet Research Systems during the third quarter worth $28,000. Geneos Wealth Management Inc. lifted its stake 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 valued at $45,000 after acquiring an additional 64 shares during the period. CYBER HORNET ETFs LLC acquired a new position in shares of FactSet Research Systems during the second quarter valued at $45,000. Finally, BOKF NA boosted its holdings in FactSet Research Systems by 5,100.0% in the third quarter. BOKF NA now owns 104 shares of the business services provider's stock valued at $30,000 after acquiring an additional 102 shares during the last quarter. Institutional investors own 91.24% of the company's stock.

Insider Activity at FactSet Research Systems

In other news, Director Laurie Siegel sold 2,572 shares of the business's stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $296.25, for a total value of $761,955.00. Following the completion of the transaction, the director owned 1,037 shares of the company's stock, valued at $307,211.25. The trade was a 71.27% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Malcolm Frank sold 2,572 shares of the business's stock in a transaction on Monday, January 12th. The shares were sold at an average price of $295.70, for a total transaction of $760,540.40. Following the completion of the transaction, the director directly owned 879 shares of the company's stock, valued at $259,920.30. This trade represents a 74.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.20% of the stock is currently owned by corporate insiders.

FactSet Research Systems News Summary

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

• Positive Sentiment: Q2 beat on both EPS and revenue — FactSet reported $4.46 non-GAAP EPS vs. consensus ~ $4.37–$4.40 and revenue of $611.0M (up 7.1% YoY); organic ASV rose ~6.7%, reinforcing subscription/recurring revenue strength. FactSet Reports Results for Second Quarter 2026
• Positive Sentiment: Market headlines highlighted the beat and drove buying interest in premarket/premarket leader mentions — media noted shares jumped after the print. FactSet shares jump nearly 7% after earnings beat
• Positive Sentiment: Analyst/summary coverage emphasized continued client wins and modestly improved full‑year outlook commentary after the quarter — some outlets flagged a lift to guidance expectations tied to organic growth and client gains. FactSet's Q2 Earnings Beat Estimates, Revenues Increase Y/Y
• Positive Sentiment: Product/innovation catalyst — FactSet launched an AI-native banking workflow solution (partnering with Finster AI), which supports the growth narrative around AI-driven upsell opportunities. FactSet Accelerates Innovation in Banking with Launch of a New AI-Native Solution
• Neutral Sentiment: Full earnings detail / call transcripts available for deeper due diligence — read the call transcript and slide deck to assess margin drivers, sales pipeline, and ASV trends. FactSet Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Analyst coverage and screeners are mixed — some pieces frame FDS as a value play after a sizable multi-quarter decline, prompting discussions about whether it’s time to reconsider the stock. Is It Time To Reconsider FactSet After A 54% Share Price Decline?
• Negative Sentiment: Analyst sentiment remains cautious overall — the stock still carries an average analyst rating around "Reduce," which could limit near-term upside despite the earnings beat. FactSet Receives Average Rating of "Reduce" from Analysts

Analyst Ratings Changes

FDS has been the subject of several recent research reports. Jefferies Financial Group reissued a "hold" rating and set a $305.00 price objective on shares of FactSet Research Systems in a report on Friday, December 19th. Huber Research raised shares of FactSet Research Systems from a "strong sell" rating to a "strong-buy" rating in a research note on Friday, December 19th. Bank of America started coverage on shares of FactSet Research Systems in a research report on Tuesday, February 17th. They set an "underperform" rating and a $195.00 price target for the company. Weiss Ratings reissued a "sell (d+)" rating on shares of FactSet Research Systems in a research note on Friday. Finally, UBS Group restated a "buy" rating on shares of FactSet Research Systems in a report on Friday, December 19th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, nine have given a Hold rating and six have assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Reduce" and an average target price of $285.69.

FactSet Research Systems Trading Up 6.0%

NYSE FDS opened at $216.73 on Wednesday. FactSet Research Systems Inc. has a 12 month low of $185.00 and a 12 month high of $474.79. The stock has a 50-day simple moving average of $219.11 and a 200 day simple moving average of $261.90. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 0.63. The company has a market capitalization of $8.04 billion, a PE ratio of 13.79, a P/E/G ratio of 2.09 and a beta of 0.75.

FactSet Research Systems (NYSE:FDS - Get Free Report) last issued its earnings results on Tuesday, March 31st. The business services provider reported $4.46 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.40 by $0.06. The firm had revenue of $611.02 million for the quarter, compared to analysts' expectations of $604.78 million. FactSet Research Systems had a return on equity of 30.49% and a net margin of 25.40%.The company's revenue was up 7.1% compared to the same quarter last year. During the same quarter last year, the business earned $4.28 earnings per share. Research analysts forecast that FactSet Research Systems Inc. will post 17.21 EPS for the current year.

FactSet Research Systems announced that its Board of Directors has initiated a stock repurchase program on Thursday, December 18th that allows the company to repurchase $600.00 million in shares. This repurchase authorization allows the business services provider to purchase up to 5.4% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company's board of directors believes its shares are undervalued.

FactSet Research Systems Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Friday, February 27th were issued a dividend of $1.10 per share. The ex-dividend date was Friday, February 27th. This represents a $4.40 dividend on an annualized basis and a yield of 2.0%. FactSet Research Systems's payout ratio is currently 27.99%.

About FactSet Research Systems

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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