Copeland Capital Management LLC Boosts Stake in FactSet Research Systems Inc. $FDS

Copeland Capital Management LLC raised its stake in shares of FactSet Research Systems Inc. (NYSE:FDS) by 24.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 72,369 shares of the business services provider’s stock after acquiring an additional 14,268 shares during the quarter. Copeland Capital Management LLC owned approximately 0.19% of FactSet Research Systems worth $20,733,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the stock. Vident Advisory LLC grew its stake in FactSet Research Systems by 86.2% in the first quarter. Vident Advisory LLC now owns 2,376 shares of the business services provider’s stock valued at $1,080,000 after purchasing an additional 1,100 shares during the last quarter. Baird Financial Group Inc. grew its position in shares of FactSet Research Systems by 3.8% in the 1st quarter. Baird Financial Group Inc. now owns 28,931 shares of the business services provider’s stock worth $13,153,000 after buying an additional 1,066 shares during the last quarter. Nomura Holdings Inc. lifted its position in FactSet Research Systems by 183.8% during the first quarter. Nomura Holdings Inc. now owns 3,562 shares of the business services provider’s stock valued at $1,619,000 after acquiring an additional 2,307 shares during the last quarter. FJ Capital Management LLC purchased a new stake in FactSet Research Systems during the first quarter valued at approximately $241,000. Finally, Perbak Capital Partners LLP acquired a new stake in FactSet Research Systems in the first quarter valued at approximately $376,000. 91.24% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports 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. Rothschild Redb raised FactSet Research Systems from a “strong sell” rating to a “hold” rating in a report on Friday, September 12th. Jefferies Financial Group restated a “hold” rating and set a $305.00 price target on shares of FactSet Research Systems in a research note on Friday, December 19th. The Goldman Sachs Group lowered their target price on shares of FactSet Research Systems from $282.00 to $253.00 and set a “sell” rating for the company in a research note on Friday, December 19th. Finally, Royal Bank Of Canada reissued a “sector perform” rating and set a $320.00 target price on shares of FactSet Research Systems in a research report on Friday, December 19th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, ten have issued a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Reduce” and a consensus target price of $313.17.

Insider Activity at FactSet Research Systems

In other news, EVP Goran Skoko purchased 500 shares of the 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 acquisition, 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Helen L. Shan purchased 370 shares of the company’s stock in a transaction that occurred on Monday, October 6th. The shares were purchased at an average price of $275.48 per share, for a total transaction of $101,927.60. Following the transaction, the executive vice president owned 9,284 shares of the company’s stock, valued at $2,557,556.32. This trade represents a 4.15% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 1.20% of the company’s stock.

FactSet Research Systems Stock Up 0.4%

NYSE:FDS opened at $293.20 on Tuesday. The firm has a market capitalization of $10.97 billion, a P/E ratio of 18.65, a PEG ratio of 2.67 and a beta of 0.75. FactSet Research Systems Inc. has a 1-year low of $250.50 and a 1-year high of $487.40. The company’s fifty day moving average price is $279.78 and its 200-day moving average price is $340.83. The company has a debt-to-equity ratio of 0.63, a current ratio of 1.54 and a quick ratio of 1.40.

FactSet Research Systems (NYSE:FDS) last posted its quarterly earnings results on Thursday, December 18th. The business services provider reported $4.51 EPS for the quarter, beating the consensus estimate of $4.36 by $0.15. The company had revenue of $607.62 million for the quarter, compared to analyst estimates of $599.69 million. FactSet Research Systems had a net margin of 25.40% and a return on equity of 30.49%. The firm’s revenue was up 6.8% on a year-over-year basis. During the same period in the prior year, the company earned $4.37 earnings per share. FactSet Research Systems has set its FY 2026 guidance at 16.900-17.600 EPS. As a group, equities research analysts anticipate that FactSet Research Systems Inc. will post 17.21 EPS for the current year.

FactSet Research Systems Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Friday, November 28th were issued a $1.10 dividend. The ex-dividend date of this dividend was Friday, November 28th. This represents a $4.40 dividend on an annualized basis and a yield of 1.5%. FactSet Research Systems’s payout ratio is presently 27.99%.

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

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.