FactSet Research Systems (NYSE:FDS) Stock 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 25th.

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 3/31/2026.
• Sold $1,001 – $15,000 in shares of FactSet Research Systems (NYSE:FDS) on 3/26/2026.
• 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 Price Performance

FactSet Research Systems stock opened at $231.13 on Tuesday. FactSet Research Systems Inc. has a 52-week low of $185.00 and a 52-week high of $474.79. The firm has a fifty day moving average of $214.41 and a 200-day moving average of $258.96. The firm has a market capitalization of $8.58 billion, a P/E ratio of 14.86, a PEG ratio of 2.13 and a beta of 0.73. The company has a quick ratio of 1.54, a current ratio of 1.43 and a debt-to-equity ratio of 0.64.

FactSet Research Systems (NYSE:FDS) last released its quarterly earnings data on Tuesday, March 31st. The business services provider reported $4.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.37 by $0.09. The company had revenue of $611.02 million during the quarter, compared to analyst estimates of $604.78 million. FactSet Research Systems had a net margin of 24.48% and a return on equity of 30.25%. The business’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.28 earnings per share. As a group, analysts predict that FactSet Research Systems Inc. will post 17.21 EPS for the current year.

FactSet Research Systems announced that its board has initiated a stock repurchase program 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 shares through open market purchases. Shares repurchase programs are usually a sign that the company’s leadership believes its shares are undervalued.

FactSet Research Systems Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Friday, February 27th were given a dividend of $1.10 per share. 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 dividend payout ratio is 28.30%.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in FDS. Northwestern Mutual Wealth Management Co. boosted its stake in 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 valued at $4,021,376,000 after acquiring an additional 13,854,613 shares during the last quarter. Bamco Inc. NY boosted its stake in 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 valued at $838,314,000 after acquiring an additional 1,069,786 shares during the last quarter. AQR Capital Management LLC boosted its stake in 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 valued at $204,602,000 after acquiring an additional 689,891 shares during the last quarter. Bank of Montreal Can boosted its stake in 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 valued at $173,453,000 after acquiring an additional 566,975 shares during the last quarter. Finally, Norges Bank bought a new position in FactSet Research Systems during the 4th quarter valued at $151,492,000. 91.24% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other FactSet Research Systems news, Director Malcolm Frank sold 2,572 shares of the stock in a transaction on 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 $259,920.30. This represents a 74.53% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Laurie Siegel sold 2,572 shares of the stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $296.25, for a total transaction of $761,955.00. Following the transaction, the director owned 1,037 shares in the company, valued at $307,211.25. This trade represents a 71.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.20% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently weighed in on FDS. Weiss Ratings restated a “sell (d+)” rating on shares of FactSet Research Systems in a research note on Friday, March 27th. Jefferies Financial Group restated a “hold” rating and issued a $305.00 target price on shares of FactSet Research Systems in a research note on Friday, December 19th. Bank of America began coverage on shares of FactSet Research Systems in a research note on Tuesday, February 17th. They issued an “underperform” rating and a $195.00 target price for the company. Stifel Nicolaus decreased 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. Finally, UBS Group decreased their target price on shares of FactSet Research Systems from $425.00 to $380.00 and set a “buy” rating for the company in a research note on Wednesday, April 1st. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, nine have issued a Hold rating and six have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently 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.

About FactSet Research Systems

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.