Capital Insight Partners LLC Sells 2,119 Shares of FactSet Research Systems Inc. $FDS

Capital Insight Partners LLC lowered its holdings in FactSet Research Systems Inc. (NYSE:FDS) by 27.0% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,742 shares of the business services provider’s stock after selling 2,119 shares during the period. Capital Insight Partners LLC’s holdings in FactSet Research Systems were worth $1,645,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. Mitchell & Pahl Private Wealth LLC raised its position in shares of FactSet Research Systems by 4.1% in the third quarter. Mitchell & Pahl Private Wealth LLC now owns 2,155 shares of the business services provider’s stock valued at $617,000 after buying an additional 85 shares in the last quarter. Marshall Financial Group LLC increased its stake in FactSet Research Systems by 4.0% during the 3rd quarter. Marshall Financial Group LLC now owns 2,891 shares of the business services provider’s stock worth $828,000 after acquiring an additional 111 shares during the period. Czech National Bank increased its stake in FactSet Research Systems by 3.5% during the 3rd quarter. Czech National Bank now owns 9,603 shares of the business services provider’s stock worth $2,751,000 after acquiring an additional 328 shares during the period. Assenagon Asset Management S.A. raised its holdings in FactSet Research Systems by 7,507.9% in the 3rd quarter. Assenagon Asset Management S.A. now owns 107,119 shares of the business services provider’s stock valued at $30,689,000 after acquiring an additional 105,711 shares in the last quarter. Finally, Corient Private Wealth LLC lifted its position in shares of FactSet Research Systems by 7.4% during the 2nd quarter. Corient Private Wealth LLC now owns 3,855 shares of the business services provider’s stock valued at $1,724,000 after acquiring an additional 267 shares during the period. Institutional investors and hedge funds own 91.24% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently issued reports on FDS. Rothschild & Co Redburn raised FactSet Research Systems from a “sell” rating to a “neutral” rating and reduced their target price for the stock from $415.00 to $370.00 in a report on Friday, September 12th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of FactSet Research Systems in a research report on Monday, December 15th. Zacks Research upgraded shares of FactSet Research Systems from a “strong sell” rating to a “hold” rating in a research note on Friday, December 5th. Wells Fargo & Company decreased their target price on shares of FactSet Research Systems from $296.00 to $260.00 and set an “underweight” rating on the stock in a report on Friday, December 5th. Finally, Wolfe Research reaffirmed an “underperform” rating and set a $290.00 price target on shares of FactSet Research Systems in a report on Friday, November 14th. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, ten have assigned 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 a consensus price target of $314.75.

FactSet Research Systems Stock Performance

FactSet Research Systems stock opened at $288.68 on Monday. The company has a quick ratio of 1.40, a current ratio of 1.54 and a debt-to-equity ratio of 0.63. The stock has a market cap of $10.80 billion, a PE ratio of 18.36, a P/E/G ratio of 2.48 and a beta of 0.75. FactSet Research Systems Inc. has a 12-month low of $250.50 and a 12-month high of $493.00. The business’s 50-day moving average price is $279.07 and its two-hundred day moving average price is $346.59.

FactSet Research Systems (NYSE:FDS) last posted its earnings results on Thursday, December 18th. The business services provider reported $4.51 EPS 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 firm had revenue of $607.62 million during the quarter, compared to analysts’ expectations of $599.69 million. During the same quarter in the prior year, the business earned $4.37 earnings per share. The business’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. As a group, analysts expect that FactSet Research Systems Inc. will post 17.21 earnings per share for the current fiscal year.

FactSet Research Systems Dividend Announcement

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

FactSet Research Systems announced that its Board of Directors has approved a share buyback 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 typically a sign that the company’s management believes its stock is undervalued.

More FactSet Research Systems News

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

Insider Buying and Selling at FactSet Research Systems

In related news, EVP Goran Skoko bought 500 shares of the firm’s stock in a transaction on Thursday, November 6th. The shares were purchased at an average price of $252.93 per share, with a total value of $126,465.00. Following the completion of the purchase, the executive vice president owned 9,192 shares in the company, valued at $2,324,932.56. This represents a 5.75% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Also, EVP Helen L. Shan purchased 370 shares of the stock in a transaction dated Monday, October 6th. The shares were bought at an average price of $275.48 per share, with a total value of $101,927.60. Following the completion of the acquisition, the executive vice president directly owned 9,284 shares of the company’s stock, valued at approximately $2,557,556.32. This represents a 4.15% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have purchased 1,208 shares of company stock worth $328,505 over the last quarter. Corporate insiders own 1.20% of the company’s stock.

FactSet Research Systems 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.