Barclays PLC Increases Holdings in FactSet Research Systems Inc. $FDS

Barclays PLC boosted its stake in shares of FactSet Research Systems Inc. (NYSE:FDS) by 159.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 272,535 shares of the business services provider’s stock after buying an additional 167,424 shares during the period. Barclays PLC owned 0.73% of FactSet Research Systems worth $78,079,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. First Horizon Corp purchased a new stake in shares of FactSet Research Systems in the third quarter valued at about $25,000. Winnow Wealth LLC acquired a new stake in shares of FactSet Research Systems during the 3rd quarter worth approximately $28,000. Covestor Ltd raised its position in shares of FactSet Research Systems by 53.4% during the 3rd quarter. Covestor Ltd now owns 112 shares of the business services provider’s stock valued at $33,000 after buying an additional 39 shares during the period. Annis Gardner Whiting Capital Advisors LLC raised its position in shares of FactSet Research Systems by 178.0% during the 3rd quarter. Annis Gardner Whiting Capital Advisors LLC now owns 139 shares of the business services provider’s stock valued at $40,000 after buying an additional 89 shares during the period. Finally, Generali Investments Management Co LLC acquired a new position in FactSet Research Systems in the second quarter valued at approximately $42,000. 91.24% of the stock is currently owned by hedge funds and other institutional investors.

FactSet Research Systems Trading Up 0.6%

Shares of NYSE FDS opened at $226.20 on Monday. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 0.63. The stock has a market capitalization of $8.39 billion, a PE ratio of 14.39, a PEG ratio of 2.33 and a beta of 0.75. FactSet Research Systems Inc. has a twelve month low of $185.00 and a twelve month high of $474.79. The stock has a fifty day simple moving average of $247.78 and a 200-day simple moving average of $281.89.

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

FactSet Research Systems declared that its Board of Directors has initiated a share repurchase program on Thursday, December 18th that permits the company to repurchase $600.00 million in shares. This repurchase authorization permits the business services provider to reacquire up to 5.4% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s leadership believes its shares are undervalued.

FactSet Research Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, February 27th will be issued a $1.10 dividend. The ex-dividend date is Friday, February 27th. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.9%. FactSet Research Systems’s payout ratio is 27.99%.

Insider Activity at FactSet Research Systems

In other FactSet Research Systems news, Director Malcolm Frank sold 2,572 shares of the firm’s stock in a transaction that occurred on 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 transaction, the director owned 879 shares of the company’s stock, valued at $259,920.30. This trade represents a 74.53% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at 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 value of $761,955.00. Following the completion of the sale, the director owned 1,037 shares in the company, valued at approximately $307,211.25. The trade was a 71.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.20% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the company. Zacks Research raised FactSet Research Systems from a “strong sell” rating to a “hold” rating in a research note on Friday, December 5th. Barclays decreased their price target on 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. Bank of America started coverage on FactSet Research Systems in a report on Tuesday, February 17th. They set an “underperform” rating and a $195.00 price target for the company. Raymond James Financial reissued a “market perform” rating on shares of FactSet Research Systems in a research report on Thursday, December 18th. Finally, UBS Group reaffirmed a “buy” rating on shares of FactSet Research Systems in a research report on Friday, December 19th. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, nine have assigned a Hold rating and six have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Reduce” and an average target price of $291.62.

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.