Fjarde AP Fonden Fourth Swedish National Pension Fund Boosts Stock Position in FactSet Research Systems Inc. $FDS

Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its stake in shares of FactSet Research Systems Inc. (NYSE:FDS) by 22.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 14,839 shares of the business services provider’s stock after acquiring an additional 2,700 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in FactSet Research Systems were worth $4,251,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in shares of FactSet Research Systems by 57.0% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 829,174 shares of the business services provider’s stock worth $370,873,000 after purchasing an additional 301,129 shares in the last quarter. Invesco Ltd. boosted its holdings in FactSet Research Systems by 39.2% in the 2nd quarter. Invesco Ltd. now owns 683,146 shares of the business services provider’s stock worth $305,558,000 after buying an additional 192,448 shares during the period. PFG Advisors increased its stake in FactSet Research Systems by 4,209.8% in the 2nd quarter. PFG Advisors now owns 192,000 shares of the business services provider’s stock worth $85,878,000 after buying an additional 187,545 shares in the last quarter. Assenagon Asset Management S.A. raised its holdings in FactSet Research Systems by 7,507.9% during the third 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 during the period. Finally, Norges Bank purchased a new position in shares of FactSet Research Systems in the second quarter valued at about $32,862,000. Institutional investors own 91.24% of the company’s stock.

Analyst Upgrades and Downgrades

FDS has been the subject of several research analyst reports. Raymond James Financial reiterated a “market perform” rating on shares of FactSet Research Systems in a research report on Thursday, December 18th. Zacks Research raised shares of FactSet Research Systems from a “strong sell” rating to a “hold” rating in a report on Friday, December 5th. BMO Capital Markets reduced their price objective on shares of FactSet Research Systems from $311.00 to $305.00 and set a “market perform” rating on the stock in a research report on Monday, December 22nd. UBS Group reissued a “buy” rating on shares of FactSet Research Systems in a report on Friday, December 19th. Finally, Stifel Nicolaus cut their target price on shares of FactSet Research Systems from $372.00 to $295.00 and set a “hold” rating for the company in a research note on Friday, December 19th. One investment 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 given a Sell rating to the stock. According to data from MarketBeat.com, FactSet Research Systems presently has a consensus rating of “Reduce” and a consensus target price of $313.00.

Insider Buying and Selling at FactSet Research Systems

In related news, Director Malcolm Frank sold 2,572 shares of the company’s stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $295.70, for a total transaction of $760,540.40. Following the transaction, the director directly owned 879 shares in the company, valued at approximately $259,920.30. This represents a 74.53% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Laurie Siegel sold 2,572 shares of the firm’s stock in a transaction dated Thursday, January 8th. The stock was sold at an average price of $296.25, for a total transaction of $761,955.00. Following the completion of the sale, the director directly owned 1,037 shares of the company’s stock, valued at approximately $307,211.25. The trade was a 71.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.20% of the company’s stock.

FactSet Research Systems Trading Down 0.2%

FDS stock opened at $289.12 on Monday. The firm has a fifty day moving average price of $284.51 and a 200 day moving average price of $326.77. FactSet Research Systems Inc. has a fifty-two week low of $250.50 and a fifty-two week high of $477.92. The firm has a market cap of $10.73 billion, a PE ratio of 18.39, a price-to-earnings-growth ratio of 2.63 and a beta of 0.75. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.54 and a current ratio of 1.54.

FactSet Research Systems (NYSE:FDS) last released its quarterly earnings data 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. FactSet Research Systems had a net margin of 25.40% and a return on equity of 30.49%. The business had revenue of $607.62 million during the quarter, compared to analyst estimates of $599.69 million. During the same quarter last year, the business earned $4.37 earnings per share. FactSet Research Systems’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. Sell-side analysts anticipate that FactSet Research Systems Inc. will post 17.21 earnings per share for the current fiscal year.

FactSet Research Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Friday, November 28th were paid a dividend of $1.10 per share. This represents a $4.40 annualized dividend 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 27.99%.

FactSet Research Systems announced that its board has authorized a stock repurchase program on Thursday, December 18th that allows the company to buyback $600.00 million in shares. This buyback authorization allows the business services provider to purchase up to 5.4% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s management believes its shares are undervalued.

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.