Klein Pavlis & Peasley Financial Inc. Buys 403 Shares of FactSet Research Systems Inc. $FDS

Klein Pavlis & Peasley Financial Inc. lifted its stake in shares of FactSet Research Systems Inc. (NYSE:FDS) by 20.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,340 shares of the business services provider’s stock after purchasing an additional 403 shares during the period. Klein Pavlis & Peasley Financial Inc.’s holdings in FactSet Research Systems were worth $1,047,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of FDS. Wealth Enhancement Advisory Services LLC lifted its holdings in FactSet Research Systems by 6.1% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 4,370 shares of the business services provider’s stock worth $2,099,000 after buying an additional 251 shares in the last quarter. MassMutual Private Wealth & Trust FSB raised its position in shares of FactSet Research Systems by 31.1% during the first quarter. MassMutual Private Wealth & Trust FSB now owns 118 shares of the business services provider’s stock worth $54,000 after acquiring an additional 28 shares during the last quarter. GAMMA Investing LLC lifted its stake in shares of FactSet Research Systems by 40,436.2% during the first quarter. GAMMA Investing LLC now owns 430,089 shares of the business services provider’s stock valued at $195,536,000 after acquiring an additional 429,028 shares during the period. Fifth Third Wealth Advisors LLC boosted its holdings in FactSet Research Systems by 57.6% in the first quarter. Fifth Third Wealth Advisors LLC now owns 698 shares of the business services provider’s stock valued at $317,000 after acquiring an additional 255 shares during the last quarter. Finally, Rhumbline Advisers increased its position in FactSet Research Systems by 5.5% in the first quarter. Rhumbline Advisers now owns 83,310 shares of the business services provider’s stock worth $37,876,000 after purchasing an additional 4,364 shares during the period. 91.24% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other FactSet Research Systems news, CAO Gregory T. Moskoff sold 2,500 shares of the firm’s stock in a transaction that occurred on Wednesday, July 9th. The shares were sold at an average price of $442.60, for a total transaction of $1,106,500.00. Following the sale, the chief accounting officer directly owned 44 shares in the company, valued at approximately $19,474.40. This trade represents a 98.27% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Christopher Mcloughlin purchased 338 shares of FactSet Research Systems stock in a transaction dated Tuesday, September 23rd. The stock was bought at an average price of $296.19 per share, with a total value of $100,112.22. Following the acquisition, the insider directly owned 3,446 shares of the company’s stock, valued at approximately $1,020,670.74. This trade represents a 10.88% increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders sold a total of 13,031 shares of company stock valued at $5,825,481 in the last quarter. 1.10% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of research firms have issued reports on FDS. Rothschild Redb upgraded shares of FactSet Research Systems from a “strong sell” rating to a “hold” rating in a research report on Friday, September 12th. Royal Bank Of Canada restated a “sector perform” rating and issued a $503.00 price objective on shares of FactSet Research Systems in a report on Friday, June 20th. BMO Capital Markets lowered their target price on shares of FactSet Research Systems from $452.00 to $324.00 and set a “market perform” rating for the company in a report on Friday, September 19th. Huber Research upgraded shares of FactSet Research Systems to a “strong sell” rating in a research report on Friday, September 19th. Finally, Evercore ISI reduced their price target on FactSet Research Systems from $394.00 to $328.00 and set an “in-line” rating on the stock in a research report on Friday, September 19th. One investment analyst has rated the stock with a Buy rating, seven have assigned a Hold rating and six have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Reduce” and an average price target of $359.10.

FactSet Research Systems Trading Up 2.1%

Shares of NYSE FDS opened at $289.71 on Monday. FactSet Research Systems Inc. has a twelve month low of $282.01 and a twelve month high of $499.87. The stock has a market cap of $10.95 billion, a price-to-earnings ratio of 18.63, a P/E/G ratio of 2.14 and a beta of 0.84. The company has a quick ratio of 1.47, a current ratio of 1.40 and a debt-to-equity ratio of 0.63. The company’s fifty day moving average is $369.62 and its 200-day moving average is $414.60.

FactSet Research Systems (NYSE:FDS) last released its quarterly earnings data on Thursday, September 18th. The business services provider reported $4.05 EPS for the quarter, missing analysts’ consensus estimates of $4.13 by ($0.08). The firm had revenue of $596.90 million during the quarter, compared to the consensus estimate of $593.32 million. FactSet Research Systems had a net margin of 25.72% and a return on equity of 31.06%. FactSet Research Systems’s quarterly revenue was up 6.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.74 EPS. FactSet Research Systems has set its FY 2026 guidance at 16.900-17.600 EPS. Equities research analysts predict that FactSet Research Systems Inc. will post 17.21 EPS for the current year.

FactSet Research Systems Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, September 18th. Stockholders of record on Friday, August 29th were issued a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Friday, August 29th. FactSet Research Systems’s payout ratio is 28.30%.

About FactSet Research Systems

FactSet Research Systems Inc, a financial data company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth.