FactSet Research Systems (NYSE:FDS) Updates FY 2026 Earnings Guidance

FactSet Research Systems (NYSE:FDS) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 17.250-17.750 for the period, compared to the consensus estimate of 17.470. The company issued revenue guidance of $2.5 billion-$2.5 billion, compared to the consensus revenue estimate of $2.4 billion.

FactSet Research Systems Stock Down 4.2%

FDS traded down $9.45 during trading on Thursday, reaching $213.52. The stock had a trading volume of 1,426,210 shares, compared to its average volume of 1,009,286. 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 company has a market capitalization of $7.92 billion, a price-to-earnings ratio of 13.73, a P/E/G ratio of 2.13 and a beta of 0.73. The stock’s 50 day moving average is $212.65 and its two-hundred day moving average is $258.28. FactSet Research Systems has a one year low of $185.00 and a one year high of $474.79.

FactSet Research Systems (NYSE:FDS) last announced its earnings results on Tuesday, March 31st. The business services provider reported $4.46 EPS for the quarter, beating analysts’ consensus estimates of $4.37 by $0.09. The firm had revenue of $611.02 million for the quarter, compared to analysts’ expectations of $604.78 million. FactSet Research Systems had a net margin of 24.48% and a return on equity of 30.25%. The company’s quarterly revenue was up 7.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $4.28 EPS. As a group, analysts expect that FactSet Research Systems will post 17.21 earnings per share for the current year.

FactSet Research Systems Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Friday, February 27th were issued a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a dividend yield of 2.1%. The ex-dividend date was Friday, February 27th. FactSet Research Systems’s dividend payout ratio (DPR) is presently 28.30%.

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

Analyst Ratings Changes

FDS has been the topic of several recent analyst reports. Morgan Stanley set a $307.00 price objective on shares of FactSet Research Systems and gave the company an “equal weight” rating in a research report on Wednesday, December 17th. Evercore increased their target price on FactSet Research Systems from $320.00 to $321.00 and gave the company an “in-line” rating in a research note on Thursday, January 8th. UBS Group reduced their target price on FactSet Research Systems from $425.00 to $380.00 and set a “buy” rating for the company in a report on Wednesday, April 1st. Royal Bank Of Canada lowered their price target on FactSet Research Systems from $320.00 to $243.00 and set a “sector perform” rating on the stock in a report on Wednesday, March 18th. Finally, Huber Research upgraded FactSet Research Systems from a “strong sell” rating to a “strong-buy” rating in a report on Friday, December 19th. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, nine have issued a Hold rating and six have assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Reduce” and an average price target of $279.85.

Insider Activity

In related news, Director Malcolm Frank sold 2,572 shares of FactSet Research Systems stock in a transaction on Monday, January 12th. The stock was sold at an average price of $295.70, for a total value of $760,540.40. Following the completion of the sale, the director owned 879 shares of the company’s stock, valued at $259,920.30. The trade was a 74.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 1.20% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On FactSet Research Systems

Institutional investors and hedge funds have recently made changes to their positions in the business. Jones Financial Companies Lllp raised its position in FactSet Research Systems by 5.6% in the first quarter. Jones Financial Companies Lllp now owns 1,727 shares of the business services provider’s stock worth $785,000 after acquiring an additional 91 shares during the period. Empowered Funds LLC raised its holdings in FactSet Research Systems by 27.6% in the 1st quarter. Empowered Funds LLC now owns 972 shares of the business services provider’s stock worth $442,000 after purchasing an additional 210 shares during the period. Geneos Wealth Management Inc. raised its holdings 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 purchasing an additional 64 shares during the period. EverSource Wealth Advisors LLC lifted its position in FactSet Research Systems by 58.6% during the second quarter. EverSource Wealth Advisors LLC now owns 138 shares of the business services provider’s stock valued at $62,000 after purchasing an additional 51 shares in the last quarter. Finally, Cerity Partners LLC grew its holdings in FactSet Research Systems by 15.6% during the second quarter. Cerity Partners LLC now owns 5,247 shares of the business services provider’s stock valued at $2,347,000 after purchasing an additional 707 shares during the period. Hedge funds and other institutional investors own 91.24% of the company’s stock.

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.