D.B. Root & Company LLC Makes New Investment in FactSet Research Systems Inc. $FDS

D.B. Root & Company LLC purchased a new stake in FactSet Research Systems Inc. (NYSE:FDS) during the 2nd quarter, HoldingsChannel.com reports. The fund purchased 2,235 shares of the business services provider’s stock, valued at approximately $514,000.

Several other large investors also recently modified their holdings of the stock. Geneos Wealth Management Inc. lifted its position 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 valued at $45,000 after acquiring an additional 64 shares during the period. BOKF NA grew 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 worth $30,000 after purchasing an additional 102 shares during the period. Navalign LLC acquired a new stake in FactSet Research Systems in the fourth quarter worth $32,000. Litman Gregory Wealth Management LLC bought a new stake in FactSet Research Systems in the fourth quarter valued at $32,000. Finally, MUFG Securities EMEA plc acquired a new position in shares of FactSet Research Systems during the second quarter valued at about $50,000. Institutional investors and hedge funds own 91.24% of the company’s stock.

FactSet Research Systems Stock Performance

FDS stock opened at $299.26 on Monday. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.44. The firm has a market cap of $10.64 billion, a PE ratio of 19.71, a P/E/G ratio of 2.01 and a beta of 0.70. The business has a 50 day moving average of $257.01 and a 200-day moving average of $233.33. FactSet Research Systems Inc. has a 12-month low of $185.00 and a 12-month high of $386.52.

FactSet Research Systems (NYSE:FDS) last issued its quarterly earnings results on Wednesday, July 1st. The business services provider reported $4.53 EPS for the quarter, topping 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 business had revenue of $622.92 million for the quarter, compared to analyst estimates of $617.91 million. During the same period last year, the company posted $4.27 earnings per share. FactSet Research Systems’s quarterly revenue 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, sell-side analysts expect that FactSet Research Systems Inc. will post 17.76 earnings per share for the current year.

FactSet Research Systems Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on FDS shares. Wolfe Research increased their price objective on shares of FactSet Research Systems from $225.00 to $240.00 and gave the stock an “underperform” rating in a research report on Wednesday, July 1st. BMO Capital Markets lifted their price target on FactSet Research Systems from $257.00 to $275.00 and gave the company a “market perform” rating in a research note on Thursday, July 2nd. Jefferies Financial Group boosted their price objective on FactSet Research Systems from $225.00 to $253.00 and gave the stock a “hold” rating in a report on Thursday, July 2nd. Deutsche Bank Aktiengesellschaft increased their price objective on FactSet Research Systems from $275.00 to $280.00 and gave the stock a “hold” rating in a research note on Thursday, July 2nd. Finally, UBS Group reiterated a “buy” rating on shares of FactSet Research Systems in a report on Wednesday, July 22nd. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, ten have assigned a Hold rating and six have issued a Sell rating to the company’s stock. According to MarketBeat, FactSet Research Systems currently has a consensus rating of “Reduce” and a consensus price target of $253.00.

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.