Abner Herrman & Brock LLC Invests $1.15 Million in FactSet Research Systems Inc. $FDS

Abner Herrman & Brock LLC bought a new stake in shares of FactSet Research Systems Inc. (NYSE:FDS) during the 3rd quarter, according to its most recent filing with the SEC. The fund bought 4,000 shares of the business services provider’s stock, valued at approximately $1,146,000.

Several other hedge funds have also recently added to or reduced their stakes in the business. Truist Financial Corp lifted its position in shares of FactSet Research Systems by 0.5% during the second quarter. Truist Financial Corp now owns 22,313 shares of the business services provider’s stock worth $9,980,000 after purchasing an additional 114 shares in the last quarter. Vest Financial LLC increased its holdings in shares of FactSet Research Systems by 8.8% in the second quarter. Vest Financial LLC now owns 125,526 shares of the business services provider’s stock valued at $56,145,000 after purchasing an additional 10,172 shares in the last quarter. PineStone Asset Management Inc. raised its position in FactSet Research Systems by 8.8% in the 2nd quarter. PineStone Asset Management Inc. now owns 380,459 shares of the business services provider’s stock worth $170,172,000 after purchasing an additional 30,881 shares during the last quarter. State of Alaska Department of Revenue boosted its position in FactSet Research Systems by 14.1% in the 2nd quarter. State of Alaska Department of Revenue now owns 14,690 shares of the business services provider’s stock valued at $6,569,000 after buying an additional 1,810 shares during the last quarter. Finally, J. W. Coons Advisors LLC boosted its position in FactSet Research Systems by 139.8% in the 2nd quarter. J. W. Coons Advisors LLC now owns 3,465 shares of the business services provider’s stock valued at $1,550,000 after buying an additional 2,020 shares during the last quarter. Institutional investors and hedge funds own 91.24% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. Jefferies Financial Group restated a “hold” rating and set a $305.00 target price on shares of FactSet Research Systems in a research report on Friday. Stifel Nicolaus dropped their price objective on FactSet Research Systems from $372.00 to $295.00 and set a “hold” rating for the company in a report on Friday. Rothschild & Co Redburn raised shares of FactSet Research Systems from a “sell” rating to a “neutral” rating and reduced their target price for the company from $415.00 to $370.00 in a research note on Friday, September 12th. The Goldman Sachs Group lowered their price target on shares of FactSet Research Systems from $282.00 to $253.00 and set a “sell” rating for the company in a research report on Friday. Finally, Royal Bank Of Canada reissued a “sector perform” rating and set a $320.00 price target on shares of FactSet Research Systems in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, ten have issued a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Reduce” and a consensus target price of $314.75.

Insiders Place Their Bets

In other FactSet Research Systems news, insider Christopher Mcloughlin bought 338 shares of the 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 purchase, the insider owned 3,446 shares in the company, valued at $1,020,670.74. This trade represents a 10.88% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Goran Skoko bought 500 shares of the company’s stock in a transaction on Thursday, November 6th. The shares were bought at an average price of $252.93 per share, for a total transaction of $126,465.00. Following the completion of the acquisition, the executive vice president directly owned 9,192 shares in the company, valued at approximately $2,324,932.56. This trade represents a 5.75% 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 ninety days. 1.20% of the stock is currently owned by corporate insiders.

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 Stock Up 5.6%

Shares of NYSE FDS opened at $288.68 on Monday. FactSet Research Systems Inc. has a 52-week low of $250.50 and a 52-week high of $493.00. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.40 and a current ratio of 1.54. The stock has a market cap 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. The firm has a 50 day moving average price of $279.07 and a 200 day moving average price of $346.59.

FactSet Research Systems (NYSE:FDS) last announced its quarterly earnings results on Thursday, December 18th. The business services provider reported $4.51 earnings per share for the quarter, topping analysts’ consensus estimates 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 company had revenue of $607.62 million for the quarter, compared to analysts’ expectations of $599.69 million. During the same period last year, the firm posted $4.37 earnings per share. The business’s quarterly revenue 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. Analysts expect that FactSet Research Systems Inc. will post 17.21 EPS for the current year.

FactSet Research Systems Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Friday, November 28th were paid a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend was Friday, November 28th. FactSet Research Systems’s payout ratio is presently 28.30%.

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

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.