MGO One Seven LLC Sells 1,991 Shares of FactSet Research Systems Inc. $FDS

MGO One Seven LLC trimmed its stake in FactSet Research Systems Inc. (NYSE:FDS) by 34.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,834 shares of the business services provider’s stock after selling 1,991 shares during the period. MGO One Seven LLC’s holdings in FactSet Research Systems were worth $1,098,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of FDS. Jones Financial Companies Lllp grew its holdings in shares of FactSet Research Systems by 5.6% during the 1st quarter. Jones Financial Companies Lllp now owns 1,727 shares of the business services provider’s stock worth $785,000 after acquiring an additional 91 shares during the period. Empowered Funds LLC boosted its position in shares of FactSet Research Systems by 27.6% during the first quarter. Empowered Funds LLC now owns 972 shares of the business services provider’s stock valued at $442,000 after purchasing an additional 210 shares in the last quarter. Geneos Wealth Management Inc. grew its stake in FactSet Research Systems by 188.2% in the first 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 period. Parallel Advisors LLC raised its holdings in FactSet Research Systems by 24.5% in the second quarter. Parallel Advisors LLC now owns 315 shares of the business services provider’s stock worth $141,000 after purchasing an additional 62 shares in the last quarter. Finally, Czech National Bank raised its holdings in FactSet Research Systems by 6.2% in the second quarter. Czech National Bank now owns 9,275 shares of the business services provider’s stock worth $4,149,000 after purchasing an additional 541 shares in the last quarter. Hedge funds and other institutional investors own 91.24% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on FDS. Raymond James Financial reaffirmed a “market perform” rating on shares of FactSet Research Systems in a research report on Thursday, December 18th. UBS Group restated a “buy” rating on shares of FactSet Research Systems in a report on Friday, December 19th. Morgan Stanley set a $307.00 target price on shares of FactSet Research Systems and gave the company an “equal weight” rating in a research note on Wednesday, December 17th. BMO Capital Markets dropped their price target on FactSet Research Systems from $311.00 to $305.00 and set a “market perform” rating on the stock in a research report on Monday, December 22nd. Finally, Wolfe Research restated an “underperform” rating and issued a $290.00 price target on shares of FactSet Research Systems in a research note on Friday, November 14th. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, ten have issued a Hold rating and five have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Reduce” and a consensus target price of $313.00.

FactSet Research Systems Trading Down 1.9%

NYSE:FDS opened at $289.54 on Friday. The stock has a market cap of $10.74 billion, a price-to-earnings ratio of 18.42, a PEG ratio of 2.69 and a beta of 0.75. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 0.63. The company’s 50 day moving average price is $283.98 and its 200-day moving average price is $329.57. FactSet Research Systems Inc. has a 52 week low of $250.50 and a 52 week high of $477.92.

FactSet Research Systems (NYSE:FDS) last released its quarterly earnings data on Thursday, December 18th. The business services provider reported $4.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.36 by $0.15. FactSet Research Systems had a return on equity of 30.49% and a net margin of 25.40%.The business had revenue of $607.62 million for the quarter, compared to analysts’ expectations of $599.69 million. During the same period in the prior year, the firm posted $4.37 EPS. The firm’s quarterly revenue was up 6.8% on a year-over-year basis. FactSet Research Systems has set its FY 2026 guidance at 16.900-17.600 EPS. On average, equities research analysts forecast that FactSet Research Systems Inc. will post 17.21 earnings per share for the current fiscal year.

FactSet Research Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Investors of record on Friday, November 28th were issued a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 1.5%. The ex-dividend date was Friday, November 28th. FactSet Research Systems’s dividend payout ratio (DPR) is presently 27.99%.

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

Insiders Place Their Bets

In related news, EVP Goran Skoko acquired 500 shares of the firm’s stock in a transaction dated Thursday, November 6th. The stock was purchased at an average cost of $252.93 per share, with a total value of $126,465.00. Following the completion of the acquisition, the executive vice president directly owned 9,192 shares of the company’s stock, valued at approximately $2,324,932.56. This trade represents a 5.75% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Malcolm Frank sold 2,572 shares of the firm’s stock in a transaction that occurred on Monday, January 12th. The stock was sold at an average price of $295.70, for a total transaction of $760,540.40. Following the completion of the sale, the director owned 879 shares in the company, valued at $259,920.30. This represents a 74.53% decrease in their position. The SEC filing for this sale provides additional information. 1.20% of the stock is owned by insiders.

Key Stories Impacting FactSet Research Systems

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

• Positive Sentiment: FactSet reported a quarterly beat and reiterated FY2026 guidance while announcing a $600M buyback and maintaining its dividend — these are shareholder-friendly, fundamentals-supportive items. MarketBeat FDS report
• Positive Sentiment: Bullish coverage argues the shares look inexpensive relative to potential growth acceleration, which can attract value-seeking investors. Seeking Alpha article
• Neutral Sentiment: Sector/market commentary highlights FactSet’s role supporting capital markets — useful context but not an immediate catalyst. Kalkine article
• Negative Sentiment: Insider selling: two directors (including Malcolm Frank) disclosed recent sales of 2,572 shares each, materially reducing their stakes — such large, public insider sales often raise investor concern about management conviction even when sales are for personal/liquidity reasons. SEC filing (Malcolm Frank) AmericanBankingNews (Laurie Siegel)
• Negative Sentiment: Brokerage sentiment remains tilted negative: a consensus “Reduce” and multiple underweight/sell calls (Wells Fargo recently left an underweight with a $265 target) keep headline targets below the market and pressure sentiment. Benzinga (Wells Fargo note) AmericanBankingNews consensus
• Negative Sentiment: Recent coverage shows FactSet underperformed peers, highlighting relative weakness that can magnify outflows or analyst caution until revenue/growth momentum is clearer. MarketWatch piece

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.