FactSet Research Systems (NYSE:FDS) Shares Gap Up After Earnings Beat

FactSet Research Systems Inc. (NYSE:FDS) gapped up prior to trading on Tuesday after the company announced better than expected quarterly earnings. The stock had previously closed at $204.55, but opened at $215.70. FactSet Research Systems shares last traded at $216.5780, with a volume of 621,413 shares trading hands.

The business services provider reported $4.46 EPS for the quarter, beating the consensus estimate of $4.40 by $0.06. The firm had revenue of $611.02 million for the quarter, compared to analyst estimates of $604.78 million. FactSet Research Systems had a net margin of 25.40% and a return on equity of 30.49%. The business’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $4.28 EPS.

FactSet Research Systems Dividend Announcement

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

FactSet Research Systems announced that its Board of Directors has authorized a share repurchase plan on Thursday, December 18th that authorizes the company to buyback $600.00 million in shares. This buyback authorization authorizes the business services provider to repurchase up to 5.4% of its stock through open market purchases. Stock buyback plans are typically an indication that the company’s board of directors believes its shares are undervalued.

FactSet Research Systems News Roundup

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

• Positive Sentiment: Quarterly beat — FactSet reported non‑GAAP EPS of $4.46 (above consensus) and revenue of $611.0M, with revenue up 7.1% year‑over‑year; strong margins and ROE were highlighted, which supports earnings reliability and cash flow expectations. FactSet Research Systems Non-GAAP EPS of $4.46 beats by $0.08, revenue of $611M beats by $6.05M
• Positive Sentiment: Business momentum — GAAP revenues rose 7.1% and organic ASV was $2,449.1M (up 6.7% YoY), indicating durable subscription/contract growth that supports forward revenue visibility. FactSet Reports Results for Second Quarter 2026
• Positive Sentiment: Product/innovation catalyst — FactSet launched an AI‑native banking solution (FactSet AI for Banking) in partnership with Finster AI, which could accelerate product-led upsell in banking workflows and support long‑term growth expectations. FactSet Accelerates Innovation in Banking with Launch of a New AI-Native Solution
• Neutral Sentiment: Industry theme — Analysts and industry pieces note demand for information services remains favorable (risk mitigation, productivity tools), which is a supportive backdrop but not an immediate stock mover absent guidance changes. 3 Stocks to Watch From the Booming Business Information Industry
• Negative Sentiment: Analyst sentiment and technicals — Some outlets aggregate an average analyst rating of “Reduce,” and the stock is trading below its 50‑day and 200‑day SMAs (shorter‑term technicals look weak), which can pressure sentiment and limit near‑term upside. FactSet Research Systems Inc. (NYSE:FDS) Receives Average Rating of “Reduce” from Analysts

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on FDS shares. Raymond James Financial reaffirmed a “market perform” rating on shares of FactSet Research Systems in a research report on Thursday, December 18th. Zacks Research upgraded FactSet Research Systems from a “strong sell” rating to a “hold” rating in a research note on Friday, December 5th. Wells Fargo & Company lowered their price target on FactSet Research Systems from $215.00 to $195.00 and set an “underweight” rating for the company in a research report on Tuesday, February 17th. Bank of America began coverage on FactSet Research Systems in a research note on Tuesday, February 17th. They issued an “underperform” rating and a $195.00 price objective for the company. Finally, Huber Research upgraded FactSet Research Systems from a “strong sell” rating to a “strong-buy” rating in a report on Friday, December 19th. One investment 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 given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Reduce” and an average price target of $285.69.

Insider Activity at FactSet Research Systems

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

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Northwestern Mutual Wealth Management Co. increased its holdings in FactSet Research Systems by 444,058.1% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 13,857,733 shares of the business services provider’s stock worth $4,021,376,000 after purchasing an additional 13,854,613 shares during the period. Bamco Inc. NY boosted its stake in shares of FactSet Research Systems by 58.8% in the 4th quarter. Bamco Inc. NY now owns 2,888,845 shares of the business services provider’s stock valued at $838,314,000 after buying an additional 1,069,786 shares during the period. AQR Capital Management LLC grew its position in shares of FactSet Research Systems by 4,547.4% during the fourth quarter. AQR Capital Management LLC now owns 705,062 shares of the business services provider’s stock worth $204,602,000 after buying an additional 689,891 shares in the last quarter. Bank of Montreal Can increased its stake in shares of FactSet Research Systems by 1,843.9% during the fourth quarter. Bank of Montreal Can now owns 597,723 shares of the business services provider’s stock worth $173,453,000 after buying an additional 566,975 shares during the period. Finally, Norges Bank purchased a new stake in shares of FactSet Research Systems during the fourth quarter worth approximately $151,492,000. 91.24% of the stock is owned by institutional investors and hedge funds.

FactSet Research Systems Trading Up 6.1%

The company’s fifty day moving average is $220.32 and its two-hundred day moving average is $262.92. The stock has a market cap of $8.05 billion, a price-to-earnings ratio of 13.80, a PEG ratio of 2.03 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.

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.