Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Sells 32,324 Shares of FactSet Research Systems Inc. $FDS

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA reduced its stake in shares of FactSet Research Systems Inc. (NYSE:FDS) by 75.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,802 shares of the business services provider’s stock after selling 32,324 shares during the quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s holdings in FactSet Research Systems were worth $3,098,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently modified their holdings of the company. Jones Financial Companies Lllp grew its position in shares of FactSet Research Systems by 5.6% during the first quarter. Jones Financial Companies Lllp now owns 1,727 shares of the business services provider’s stock valued at $785,000 after purchasing an additional 91 shares in the last quarter. Empowered Funds LLC boosted its stake in FactSet Research Systems by 27.6% during the first quarter. Empowered Funds LLC now owns 972 shares of the business services provider’s stock valued at $442,000 after buying an additional 210 shares during the last quarter. Intech Investment Management LLC grew its holdings in FactSet Research Systems by 7.9% during the 1st quarter. Intech Investment Management LLC now owns 8,404 shares of the business services provider’s stock valued at $3,821,000 after buying an additional 617 shares in the last quarter. Geneos Wealth Management Inc. increased its stake in FactSet Research Systems by 188.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 98 shares of the business services provider’s stock worth $45,000 after acquiring an additional 64 shares during the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. raised its holdings in shares of FactSet Research Systems by 13.1% during the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 5,879 shares of the business services provider’s stock worth $2,629,000 after acquiring an additional 681 shares in the last quarter. Hedge funds and other institutional investors own 91.24% of the company’s stock.

FactSet Research Systems News Roundup

Here are the key news stories impacting FactSet Research Systems this week:

• Positive Sentiment: Zacks raised several longer‑term and near‑term estimates — Q1 FY2028 to $5.02 (from $4.99), Q4 FY2027 to $4.86 (from $4.75), Q2 FY2026 to $4.35 (from $4.30), FY2026 to $17.25 (from $17.22) and FY2028 to $20.61 (from $20.42). These upward revisions signal expected earnings growth further out, which can support valuation expansion.
• Positive Sentiment: Evercore ISI published a forecast calling for strong price appreciation for FDS, providing an independent bullish catalyst that may attract momentum buyers and institutional interest. Evercore ISI Forecasts Strong Price Appreciation for FactSet (Article)
• Neutral Sentiment: Zacks retained a “Hold” rating while its model changes roughly leave consensus FY2026/FY2027 estimates near the market view (consensus FY2026 ≈ $17.21). The mixed revisions mean Zacks is refining pacing rather than flipping sentiment outright.
• Negative Sentiment: Zacks cut several nearer‑term FY2027 and FY2026 quarter estimates — Q1 FY2027 to $4.70 (from $4.86), Q2 FY2027 to $4.53 (from $4.81), Q3 FY2027 to $4.70 (from $4.84), Q4 FY2026 to $4.08 (from $4.27) and trimmed FY2027 to $18.78 (from $19.26). These downgrades suggest near‑to‑midterm growth pressure that could weigh on the stock if realized.
• Negative Sentiment: A recent valuation piece flagged that FactSet’s long‑term returns have lagged despite recent stability, highlighting valuation and return concerns that could temper upside for investors focused on multiples and long‑run performance. Valuation Article (Yahoo Finance)

FactSet Research Systems Trading Up 0.1%

Shares of NYSE FDS opened at $294.42 on Monday. FactSet Research Systems Inc. has a fifty-two week low of $250.50 and a fifty-two week high of $477.92. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.54 and a current ratio of 1.54. The company has a market cap of $10.92 billion, a price-to-earnings ratio of 18.73, a PEG ratio of 2.69 and a beta of 0.75. The business’s 50 day moving average price is $281.36 and its 200-day moving average price is $332.14.

FactSet Research Systems (NYSE:FDS) last released its earnings results on Thursday, December 18th. The business services provider reported $4.51 earnings per share for the quarter, topping analysts’ consensus estimates of $4.36 by $0.15. The business 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%.The business’s revenue was up 6.8% compared to the same quarter last year. During the same quarter last year, the firm posted $4.37 earnings per share. FactSet Research Systems has set its FY 2026 guidance at 16.900-17.600 EPS. On average, sell-side analysts expect that FactSet Research Systems Inc. will post 17.21 earnings per share for the current year.

FactSet Research Systems Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Friday, November 28th were given a dividend of $1.10 per share. The ex-dividend date of this dividend was Friday, November 28th. This represents a $4.40 dividend on an annualized basis and a yield of 1.5%. FactSet Research Systems’s payout ratio is 27.99%.

FactSet Research Systems declared that its Board of Directors has approved a share 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 typically a sign that the company’s leadership believes its stock is undervalued.

Analyst Ratings Changes

Several equities research analysts recently weighed in on FDS shares. Royal Bank Of Canada restated a “sector perform” rating and issued a $320.00 price target on shares of FactSet Research Systems in a research report on Friday, December 19th. 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. Jefferies Financial Group reaffirmed a “hold” rating and issued a $305.00 price target on shares of FactSet Research Systems in a report on Friday, December 19th. The Goldman Sachs Group dropped their price target on FactSet Research Systems from $282.00 to $253.00 and set a “sell” rating for the company in a research report on Friday, December 19th. Finally, Morgan Stanley set a $307.00 price objective on FactSet Research Systems and gave the company an “equal weight” rating in a research note on Wednesday, December 17th. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, ten have given a Hold rating and five have given a Sell rating to the company’s stock. Based on data from MarketBeat, FactSet Research Systems currently has an average rating of “Reduce” and an average price target of $312.58.

Insider Transactions at FactSet Research Systems

In other FactSet Research Systems news, EVP Goran Skoko bought 500 shares of the business’s stock in a transaction on Thursday, November 6th. The shares were acquired at an average price of $252.93 per share, with a total value of $126,465.00. Following the transaction, the executive vice president owned 9,192 shares of the company’s stock, valued at approximately $2,324,932.56. This trade represents a 5.75% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 1.20% of the stock is currently owned by insiders.

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.