Sen. Shelley Moore Capito Sells Off Shares of FactSet Research Systems Inc. (NYSE:FDS)

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 26th.

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 3/25/2026.
• 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 Price Performance

FDS opened at $231.13 on Tuesday. The stock 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 12-month low of $185.00 and a 12-month high of $474.79. The company has a current ratio of 1.43, a quick ratio of 1.54 and a debt-to-equity ratio of 0.64. The stock 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.

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

FactSet Research Systems declared that its board 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 repurchase up to 5.4% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s management believes its shares are undervalued.

FactSet Research Systems Announces Dividend

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

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Northwestern Mutual Wealth Management Co. raised its position 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 purchasing an additional 13,854,613 shares during the last quarter. Vanguard Group Inc. raised its position in FactSet Research Systems by 2.2% during the 3rd quarter. Vanguard Group Inc. now owns 4,932,382 shares of the business services provider’s stock valued at $1,413,078,000 after purchasing an additional 107,184 shares during the last quarter. Bamco Inc. NY raised its position 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 purchasing an additional 1,069,786 shares during the last quarter. State Street Corp raised its position in FactSet Research Systems by 1.2% during the 3rd quarter. State Street Corp now owns 1,961,231 shares of the business services provider’s stock valued at $561,873,000 after purchasing an additional 23,660 shares during the last quarter. Finally, Ninety One UK Ltd raised its position in FactSet Research Systems by 1.2% during the 3rd quarter. Ninety One UK Ltd now owns 1,206,890 shares of the business services provider’s stock valued at $345,762,000 after purchasing an additional 14,256 shares during the last quarter. Institutional investors own 91.24% of the company’s stock.

Insider Buying and Selling

In other FactSet Research Systems news, Director Laurie Siegel sold 2,572 shares of the company’s stock in a transaction that occurred 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 completion of the transaction, the director owned 1,037 shares of the company’s stock, valued at $307,211.25. This represents a 71.27% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Malcolm Frank sold 2,572 shares of the company’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 transaction, the director directly owned 879 shares of the company’s stock, valued at $259,920.30. The trade was a 74.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.20% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Wells Fargo & Company boosted their target price on FactSet Research Systems from $195.00 to $200.00 and gave the company an “underweight” rating in a research note on Wednesday, April 1st. Raymond James Financial reissued a “market perform” rating on shares of FactSet Research Systems in a research note on Thursday, December 18th. Weiss Ratings reissued a “sell (d+)” rating on shares of FactSet Research Systems in a research note on Friday, March 27th. Morgan Stanley set a $307.00 target price on FactSet Research Systems and gave the company an “equal weight” rating in a research note on Wednesday, December 17th. Finally, UBS Group lowered their target price on 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 given a Buy rating, nine have given a Hold rating and six have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Reduce” and an average 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.