FactSet Research Systems (NYSE:FDS) Raised to Strong-Buy at Huber Research

FactSet Research Systems (NYSE:FDS) was upgraded by investment analysts at Huber Research from a “strong sell” rating to a “strong-buy” rating in a research report issued on Friday,Zacks.com reports.

A number of other analysts also recently commented on the stock. Morgan Stanley set a $307.00 target price on shares of FactSet Research Systems and gave the stock an “equal weight” rating in a report on Wednesday. Raymond James Financial reaffirmed a “market perform” rating on shares of FactSet Research Systems in a report on Thursday. Royal Bank Of Canada reiterated a “sector perform” rating and set a $320.00 price objective on shares of FactSet Research Systems in a research report on Friday. Rothschild & Co Redburn upgraded FactSet Research Systems from a “sell” rating to a “neutral” rating and decreased their target price for the stock from $415.00 to $370.00 in a report on Friday, September 12th. Finally, BMO Capital Markets cut their target price on FactSet Research Systems from $452.00 to $324.00 and set a “market perform” rating on the stock in a research report on Friday, September 19th. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, ten have given a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Reduce” and an average price target of $314.75.

FactSet Research Systems Trading Up 5.6%

Shares of FDS stock opened at $288.68 on Friday. The stock has a 50-day simple moving average of $279.07 and a 200 day simple moving average of $347.20. The stock has a market capitalization of $10.80 billion, a P/E ratio of 18.36, a P/E/G ratio of 2.48 and a beta of 0.75. FactSet Research Systems has a fifty-two week low of $250.50 and a fifty-two week high of $493.00. The company has a quick ratio of 1.40, a current ratio of 1.54 and a debt-to-equity ratio of 0.63.

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

FactSet Research Systems announced that its Board of Directors has initiated a stock repurchase plan on Thursday, December 18th that permits the company to buyback $600.00 million in outstanding shares. This buyback authorization permits the business services provider to repurchase up to 5.4% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s leadership believes its shares are undervalued.

Insider Activity

In other FactSet Research Systems news, EVP Goran Skoko purchased 500 shares of the company’s stock in a transaction that occurred on Thursday, November 6th. The shares were purchased at an average cost of $252.93 per share, with a total value of $126,465.00. Following the completion of the transaction, the executive vice president owned 9,192 shares of the company’s stock, valued at approximately $2,324,932.56. This represents a 5.75% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Christopher Mcloughlin acquired 338 shares of FactSet Research Systems stock in a transaction that occurred on Tuesday, September 23rd. The stock was acquired at an average cost of $296.19 per share, with a total value of $100,112.22. Following the completion of the purchase, the insider owned 3,446 shares in the company, valued at approximately $1,020,670.74. This represents a 10.88% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired 1,208 shares of company stock worth $328,505 over the last quarter. Corporate insiders own 1.20% of the company’s stock.

Hedge Funds Weigh In On FactSet Research Systems

A number of large investors have recently made changes to their positions in FDS. First Horizon Corp acquired a new stake in shares of FactSet Research Systems during the third quarter worth approximately $25,000. Winnow Wealth LLC purchased a new stake in FactSet Research Systems in the 3rd quarter worth approximately $28,000. BOKF NA lifted its position in FactSet Research Systems by 5,100.0% in the 3rd quarter. BOKF NA now owns 104 shares of the business services provider’s stock worth $30,000 after buying an additional 102 shares in the last quarter. Covestor Ltd boosted its stake in shares of FactSet Research Systems by 53.4% during the 3rd quarter. Covestor Ltd now owns 112 shares of the business services provider’s stock valued at $33,000 after buying an additional 39 shares during the period. Finally, Cullen Frost Bankers Inc. grew its holdings in shares of FactSet Research Systems by 4,300.0% during the 2nd quarter. Cullen Frost Bankers Inc. now owns 88 shares of the business services provider’s stock valued at $39,000 after acquiring an additional 86 shares in the last quarter. Institutional investors and hedge funds own 91.24% of the company’s stock.

Trending Headlines about FactSet Research Systems

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

• Positive Sentiment: Q1 results beat expectations — FactSet reported $4.51 EPS vs. consensus ~$4.36 and revenue of $607.6M, driven by subscription/organic growth; this is the primary bullish catalyst. FactSet Reports Results for First Quarter Fiscal 2026
• Positive Sentiment: Board authorized a $600M share repurchase (up to ~5.4% of shares), signaling management believes shares are undervalued and supporting buyback-driven EPS accretion. RTT News
• Positive Sentiment: Some broker actions are constructive — Morgan Stanley upgraded FactSet (coverage note widely cited), and there was unusually high call‑option volume that suggests bullish speculative interest. Morgan Stanley upgrade (MSN) Options flow (AmericanBankingNews)
• Neutral Sentiment: Royal Bank of Canada reaffirmed a “sector perform” rating with a $320 target (implies upside vs. current price but no change in stance). Benzinga
• Neutral Sentiment: Company published earnings call transcript and slide deck for investors; useful detail but unlikely to move price by itself. Earnings call transcript
• Negative Sentiment: Goldman Sachs cut the price target to $253 and moved to a “sell” rating—this is a material bearish signal and likely a headwind for the stock. Benzinga
• Negative Sentiment: Stifel lowered its target from $372 to $295 and set a “hold” — another analyst downgrade that reduces upward momentum. Benzinga
• Negative Sentiment: FY2026 EPS guidance (16.90–17.60) was slightly below consensus (~17.33), which helps explain some selling pressure despite the beat — investors are focused on the full‑year outlook. Zacks

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.