The Goldman Sachs Group Has Lowered Expectations for FactSet Research Systems (NYSE:FDS) Stock Price

FactSet Research Systems (NYSE:FDS) had its price target dropped by stock analysts at The Goldman Sachs Group from $253.00 to $217.00 in a report released on Wednesday,Benzinga reports. The firm currently has a “sell” rating on the business services provider’s stock. The Goldman Sachs Group’s price target indicates a potential downside of 4.51% from the stock’s current price.

FDS has been the topic of several other research reports. Wells Fargo & Company increased their price target on FactSet Research Systems from $195.00 to $200.00 and gave the company an “underweight” rating in a report on Wednesday. Stifel Nicolaus dropped their price objective 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. UBS Group cut their price objective on shares of FactSet Research Systems from $425.00 to $380.00 and set a “buy” rating on the stock in a research report on Wednesday. Barclays reduced their target price on shares of FactSet Research Systems from $300.00 to $210.00 and set an “underweight” rating on the stock in a research note on Monday, February 23rd. Finally, BMO Capital Markets dropped their price target on shares of FactSet Research Systems from $311.00 to $305.00 and set a “market perform” rating for the company in a research note on Monday, December 22nd. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, nine have issued a Hold rating and six have issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Reduce” and a consensus target price of $279.85.

FactSet Research Systems Price Performance

FactSet Research Systems stock opened at $227.26 on Wednesday. FactSet Research Systems has a 52-week low of $185.00 and a 52-week high of $474.79. The company has a quick ratio of 1.54, a current ratio of 1.43 and a debt-to-equity ratio of 0.64. The firm’s fifty day moving average is $216.70 and its 200 day moving average is $261.40. The company has a market cap of $8.43 billion, a price-to-earnings ratio of 14.61, a PEG ratio of 2.27 and a beta of 0.73.

FactSet Research Systems (NYSE:FDS) last posted its earnings results on Tuesday, March 31st. The business services provider reported $4.46 earnings per share for the quarter, topping analysts’ consensus estimates of $4.37 by $0.09. FactSet Research Systems had a net margin of 24.48% and a return on equity of 30.25%. The firm had revenue of $611.02 million for the quarter, compared to the consensus estimate of $604.78 million. During the same period in the previous year, the firm posted $4.28 EPS. The business’s quarterly revenue was up 7.1% on a year-over-year basis. Sell-side analysts forecast that FactSet Research Systems will post 17.21 EPS for the current fiscal year.

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

Insider Buying and Selling

In other news, Director Laurie Siegel sold 2,572 shares of the company’s stock in a transaction on Thursday, January 8th. The stock was sold at an average price of $296.25, for a total transaction of $761,955.00. Following the transaction, the director directly owned 1,037 shares of the company’s stock, valued at approximately $307,211.25. This represents a 71.27% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Malcolm Frank sold 2,572 shares of the stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $295.70, for a total value of $760,540.40. Following the completion of the sale, the director owned 879 shares of the company’s stock, valued at approximately $259,920.30. This trade represents a 74.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.20% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Running Oak Capital LLC lifted its holdings in FactSet Research Systems by 14.0% during the third quarter. Running Oak Capital LLC now owns 41,335 shares of the business services provider’s stock valued at $11,842,000 after purchasing an additional 5,072 shares in the last quarter. Nuance Investments LLC purchased a new stake in shares of FactSet Research Systems during the third quarter worth about $2,733,000. Fiera Capital Corp increased its stake in shares of FactSet Research Systems by 5.3% during the third quarter. Fiera Capital Corp now owns 280,187 shares of the business services provider’s stock worth $80,271,000 after purchasing an additional 14,133 shares in the last quarter. Financial Strategies Group Inc. acquired a new position in shares of FactSet Research Systems during the 3rd quarter worth about $7,920,000. Finally, Mcdonald Capital Investors Inc. CA purchased a new position in FactSet Research Systems in the 3rd quarter valued at about $28,320,000. 91.24% of the stock is currently owned by institutional investors and hedge funds.

Key FactSet Research Systems News

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

• Positive Sentiment: Zacks highlights Q2 results and operational strengths — FactSet beat Q2 estimates according to Zacks, with rising annual subscription value (ASV), partnerships and a strong liquidity/ shareholder‑friendly policy backdrop that support steady revenue and buyback/dividend capacity. FDS Gains From Partnerships, Shareholder-Friendly Policies & Liquidity
• Positive Sentiment: Coverage notes potential upside from AI: an InsiderMonkey piece discusses AI‑powered document search as a product that could broaden FactSet’s data/analytics utility and win more clients or wallet share if successfully commercialized. Could AI Powered Document Search Change FactSet Research Systems’ (FDS) Fortunes?
• Positive Sentiment: Industry coverage (Kalkine) says FactSet is expanding its analytics ecosystem and strengthening data solutions for Russell 1000 constituents — signals of product momentum and potential ASV growth. Is FactSet (NYSE:FDS) Expanding Its Financial Analytics Ecosystem?
• Positive Sentiment: Separate Kalkine coverage highlights increasing traction in Russell 1000 data solutions, reinforcing cross‑sell opportunities into larger institutional accounts. FactSet Strengthens Financial Data Solutions In Russell 1000 Index
• Positive Sentiment: Several bullish commentators (Seeking Alpha) argue that FactSet’s valuation looks attractive after recent volatility, suggesting upside for patient investors if fundamentals reassert. Valuation Multiple Is Too Cheap
• Positive Sentiment: AmericanBankingNews reports shares gapped up on what it calls better‑than‑expected earnings, a direct near‑term catalyst for the intraday move. Shares Gap Up on Better‑Than‑Expected Earnings
• Neutral Sentiment: Yahoo examines FactSet’s valuation after recent volatile moves — useful for investors debating entry points but not a near‑term earnings catalyst. A Look At FactSet Valuation After Recent Volatile Share Price Moves
• Neutral Sentiment: UBS trimmed its price target (from $425 to $380) but maintained a buy rating — a mixed signal: lower target reduces some upside expectations, but the buy stance keeps institutional support visible. UBS Price Target Note
• Negative Sentiment: A Q2 earnings call transcript published by InsiderMonkey/Seeking Alpha shows commentary that could be read as a miss (cited $3.60 EPS vs. $4.37 expectation) — a conflicting report versus some beat narratives and a source of investor uncertainty until GAAP/adjusted figures are reconciled. Q2 2026 Earnings Call Transcript
• Negative Sentiment: Goldman Sachs cut its price target to $217 and put a sell rating on FDS, signaling near‑term downside risk if consensus growth disappoints. Goldman Sachs Price Target Cut
• Negative Sentiment: Wells Fargo lifted its target slightly to $200 but kept an underweight rating, implying it sees structural headwinds or limited upside from current levels. Wells Fargo Underweight Note

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.