FactSet Research Systems Inc. (NYSE:FDS – Get Free Report) shares gapped up prior to trading on Tuesday after the company announced better than expected quarterly earnings. The stock had previously closed at $204.55, but opened at $215.70. FactSet Research Systems shares last traded at $216.5780, with a volume of 621,413 shares.
The business services provider reported $4.46 EPS for the quarter, topping the consensus estimate of $4.40 by $0.06. The company had revenue of $611.02 million during the quarter, compared to analyst estimates of $604.78 million. FactSet Research Systems had a return on equity of 30.49% and a net margin of 25.40%.The firm’s revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the firm posted $4.28 earnings per share.
FactSet Research Systems Announces Dividend
The firm also recently announced 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. This represents a $4.40 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend was Friday, February 27th. FactSet Research Systems’s dividend payout ratio is 27.99%.
FactSet Research Systems News Summary
Here are the key news stories impacting FactSet Research Systems this week:
- Positive Sentiment: Q2 beat on both EPS and revenue — FactSet reported $4.46 non-GAAP EPS vs. consensus ~ $4.37–$4.40 and revenue of $611.0M (up 7.1% YoY); organic ASV rose ~6.7%, reinforcing subscription/recurring revenue strength. FactSet Reports Results for Second Quarter 2026
- Positive Sentiment: Market headlines highlighted the beat and drove buying interest in premarket/premarket leader mentions — media noted shares jumped after the print. FactSet shares jump nearly 7% after earnings beat
- Positive Sentiment: Analyst/summary coverage emphasized continued client wins and modestly improved full‑year outlook commentary after the quarter — some outlets flagged a lift to guidance expectations tied to organic growth and client gains. FactSet’s Q2 Earnings Beat Estimates, Revenues Increase Y/Y
- Positive Sentiment: Product/innovation catalyst — FactSet launched an AI-native banking workflow solution (partnering with Finster AI), which supports the growth narrative around AI-driven upsell opportunities. FactSet Accelerates Innovation in Banking with Launch of a New AI-Native Solution
- Neutral Sentiment: Full earnings detail / call transcripts available for deeper due diligence — read the call transcript and slide deck to assess margin drivers, sales pipeline, and ASV trends. FactSet Q2 2026 Earnings Call Transcript
- Neutral Sentiment: Analyst coverage and screeners are mixed — some pieces frame FDS as a value play after a sizable multi-quarter decline, prompting discussions about whether it’s time to reconsider the stock. Is It Time To Reconsider FactSet After A 54% Share Price Decline?
- Negative Sentiment: Analyst sentiment remains cautious overall — the stock still carries an average analyst rating around “Reduce,” which could limit near-term upside despite the earnings beat. FactSet Receives Average Rating of “Reduce” from Analysts
Analyst Ratings Changes
Several equities research analysts have issued reports on FDS shares. Morgan Stanley set a $307.00 price objective on shares of FactSet Research Systems and gave the stock an “equal weight” rating in a research note on Wednesday, December 17th. Stifel Nicolaus reduced their target price on shares of FactSet Research Systems from $372.00 to $295.00 and set a “hold” rating on the stock in a report on Friday, December 19th. Barclays decreased their price target on shares of FactSet Research Systems from $300.00 to $210.00 and set an “underweight” rating for the company in a research report on Monday, February 23rd. Bank of America assumed coverage on FactSet Research Systems in a report on Tuesday, February 17th. They issued an “underperform” rating and a $195.00 price target for the company. Finally, Royal Bank Of Canada cut their price objective on FactSet Research Systems from $320.00 to $243.00 and set a “sector perform” rating on the stock in a research report on Wednesday, March 18th. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, nine have assigned a Hold rating and six have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, FactSet Research Systems presently has a consensus rating of “Reduce” and an average price target of $285.69.
Read Our Latest Analysis on FactSet Research Systems
Insider Activity at FactSet Research Systems
In other news, Director Laurie Siegel sold 2,572 shares of FactSet Research Systems stock in a transaction that occurred 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 sale, 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. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Malcolm Frank sold 2,572 shares of the business’s stock in a transaction on Monday, January 12th. The stock was 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. The trade was 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 company insiders.
Hedge Funds Weigh In On FactSet Research Systems
A number of institutional investors have recently added to or reduced their stakes in the company. Rockefeller Capital Management L.P. boosted its position in FactSet Research Systems by 683.8% in the 4th quarter. Rockefeller Capital Management L.P. now owns 33,094 shares of the business services provider’s stock valued at $9,604,000 after buying an additional 28,872 shares during the last quarter. Corient Private Wealth LLC increased its position in shares of FactSet Research Systems by 52.1% during the fourth quarter. Corient Private Wealth LLC now owns 6,367 shares of the business services provider’s stock worth $1,848,000 after acquiring an additional 2,180 shares during the last quarter. Midway Capital Research & Management purchased a new stake in shares of FactSet Research Systems during the fourth quarter worth about $304,000. Tobam acquired a new position in shares of FactSet Research Systems in the fourth quarter worth about $819,000. Finally, BDFS Capital LLC acquired a new position in shares of FactSet Research Systems in the fourth quarter worth about $492,000. Institutional investors and hedge funds own 91.24% of the company’s stock.
FactSet Research Systems Price Performance
The business has a fifty day moving average of $219.11 and a 200 day moving average of $261.90. The company has a debt-to-equity ratio of 0.63, a current ratio of 1.54 and a quick ratio of 1.54. The stock has a market cap of $8.04 billion, a PE ratio of 13.79, a P/E/G ratio of 2.09 and a beta of 0.75.
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.
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