FactSet Research Systems (NYSE:FDS) Shares Unloaded Sen. Shelley Moore Capito

Senator Shelley Moore Capito (Republican-West Virginia) recently sold shares of FactSet Research Systems Inc. (NYSE:FDS). In a filing disclosed on April 04th, the Senator disclosed that they had sold between $1,001 and $15,000 in FactSet Research Systems stock on March 31st.

Senator Shelley Moore Capito also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of FactSet Research Systems (NYSE:FDS) on 3/26/2026.
• Sold $1,001 – $15,000 in shares of FactSet Research Systems (NYSE:FDS) on 3/25/2026.
• Purchased $1,001 – $15,000 in shares of The PNC Financial Services Group (NYSE:PNC) on 3/12/2026.
• Purchased $1,001 – $15,000 in shares of American Express (NYSE:AXP) on 3/11/2026.
• Sold $1,001 – $15,000 in shares of Illinois Tool Works (NYSE:ITW) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Paychex (NASDAQ:PAYX) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of Analog Devices (NASDAQ:ADI) on 2/10/2026.
• Sold $1,001 – $15,000 in shares of BlackRock (NYSE:BLK) on 2/10/2026.
• Purchased $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 2/9/2026.
• Sold $1,001 – $15,000 in shares of Starbucks (NASDAQ:SBUX) on 1/28/2026.

FactSet Research Systems Trading Up 1.5%

Shares of FDS stock opened at $231.13 on Tuesday. The firm has a 50-day moving average price of $214.41 and a 200 day moving average price of $258.96. FactSet Research Systems Inc. has a twelve month low of $185.00 and a twelve month high of $474.79. The company has a market capitalization of $8.58 billion, a price-to-earnings ratio of 14.86, a PEG ratio of 2.13 and a beta of 0.73. The company has a current ratio of 1.43, a quick ratio of 1.54 and a debt-to-equity ratio of 0.64.

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

FactSet Research Systems declared that its Board of Directors has authorized a stock repurchase plan on Thursday, December 18th that permits the company to repurchase $600.00 million in shares. This repurchase authorization permits the business services provider to buy up to 5.4% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s management believes its stock is undervalued.

FactSet Research Systems Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Friday, February 27th were paid a $1.10 dividend. The ex-dividend date of this dividend was Friday, February 27th. This represents a $4.40 annualized dividend and a yield of 1.9%. FactSet Research Systems’s payout ratio is presently 28.30%.

Insider Transactions at FactSet Research Systems

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

Institutional Trading of FactSet Research Systems

A number of institutional investors have recently modified their holdings of FDS. Northwestern Mutual Wealth Management Co. grew its holdings in shares of FactSet Research Systems by 444,058.1% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 13,857,733 shares of the business services provider’s stock worth $4,021,376,000 after purchasing an additional 13,854,613 shares during the period. Bamco Inc. NY grew its holdings in shares of FactSet Research Systems by 58.8% during the 4th quarter. Bamco Inc. NY now owns 2,888,845 shares of the business services provider’s stock worth $838,314,000 after purchasing an additional 1,069,786 shares during the period. AQR Capital Management LLC grew its holdings in shares of FactSet Research Systems by 4,547.4% during the 4th quarter. AQR Capital Management LLC now owns 705,062 shares of the business services provider’s stock worth $204,602,000 after purchasing an additional 689,891 shares during the period. Bank of Montreal Can grew its holdings in shares of FactSet Research Systems by 1,843.9% during the 4th quarter. Bank of Montreal Can now owns 597,723 shares of the business services provider’s stock worth $173,453,000 after purchasing an additional 566,975 shares during the period. Finally, Norges Bank purchased a new stake in shares of FactSet Research Systems during the 4th quarter worth about $151,492,000. Hedge funds and other institutional investors own 91.24% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have commented on FDS shares. Barclays lowered their price target on FactSet Research Systems from $300.00 to $210.00 and set an “underweight” rating for the company in a report on Monday, February 23rd. Jefferies Financial Group restated a “hold” rating and issued a $305.00 price target on shares of FactSet Research Systems in a report on Friday, December 19th. Morgan Stanley set a $307.00 price target on FactSet Research Systems and gave the company an “equal weight” rating in a report on Wednesday, December 17th. Huber Research upgraded FactSet Research Systems from a “strong sell” rating to a “strong-buy” rating in a report on Friday, December 19th. Finally, UBS Group lowered their price target on FactSet Research Systems from $425.00 to $380.00 and set a “buy” rating for the company in a report on Wednesday, April 1st. One 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 given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Reduce” and a consensus price target of $279.85.

About Senator Capito

Shelley Moore Capito (Republican Party) is a member of the U.S. Senate from West Virginia. She assumed office on January 3, 2015. Her current term ends on January 3, 2027. Capito (Republican Party) ran for re-election to the U.S. Senate to represent West Virginia. She won in the general election on November 3, 2020. Capito was first elected to the Senate in 2014, becoming the first female U.S. Senator in the state’s history. Prior to serving in the Senate, Capito was a member of the West Virginia House of Representatives from 1997 to 2001 and a member of the United States House of Representatives from 2001 to 2015. At the start of the 116th Congress, Capito was a member of the U.S. Senate committees on Appropriations, Commerce, Science, and Transportation, Environment and Public Works, and Rules and Administration. As of a 2014 analysis of multiple outside rankings, Capito is a more moderate right of center Republican Party vote. As a result, she may break with the Republican Party line more than her fellow members. Capito earned her bachelor’s degree from Duke University. After earning her M.Ed. from the University of Virginia, Capito was a college counselor and then director of an educational information center. She was the only Republican in the West Virginia congressional delegation until the 2010 elections and is the first Republican woman elected to Congress from West Virginia. Capito is a former chairwoman of the Congressional Caucus for Women’s Issues, as well as a member of the Congressional Arts Caucus. After an explosion responsible for the death of 29 coal workers, Capito founded the Congressional Coal Caucus. Prior to her election to the U.S. House, Capito served in the West Virginia House of Delegates.

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.