Compass Rose Asset Management LP Takes Position in FactSet Research Systems Inc. $FDS

Compass Rose Asset Management LP acquired a new position in FactSet Research Systems Inc. (NYSE:FDS) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 25,000 shares of the business services provider’s stock, valued at approximately $5,425,000. FactSet Research Systems accounts for approximately 0.4% of Compass Rose Asset Management LP’s investment portfolio, making the stock its 14th biggest position.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. lifted 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 period. Bamco Inc. NY raised its stake in shares of FactSet Research Systems by 58.8% during the fourth quarter. Bamco Inc. NY now owns 2,888,845 shares of the business services provider’s stock worth $838,314,000 after buying an additional 1,069,786 shares during the last quarter. AQR Capital Management LLC raised its stake in shares of FactSet Research Systems by 4,547.4% during the fourth quarter. AQR Capital Management LLC now owns 705,062 shares of the business services provider’s stock worth $204,602,000 after buying an additional 689,891 shares during the last quarter. Bank of Montreal Can lifted its holdings in FactSet Research Systems by 1,843.9% in the fourth quarter. Bank of Montreal Can now owns 597,723 shares of the business services provider’s stock valued at $173,453,000 after buying an additional 566,975 shares during the period. Finally, Norges Bank acquired a new position in FactSet Research Systems in the fourth quarter valued at approximately $151,492,000. 91.24% of the stock is owned by institutional investors.

Key FactSet Research Systems News

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

• Positive Sentiment: Zacks Research lifted its FY2026 EPS estimate for FactSet Research Systems to $17.67 from $17.57, suggesting better near-term profitability expectations.
• Positive Sentiment: The firm also raised FY2027 EPS estimates to $19.50 from $19.19 and FY2028 EPS estimates to $21.68 from $21.33, reinforcing a stronger longer-term earnings outlook.
• Positive Sentiment: Quarterly estimates were increased for Q1 2027, Q2 2027, Q3 2027, Q4 2027, Q1 2028, Q2 2028, and Q3 2028, which points to broad-based analyst confidence in FactSet’s earnings trajectory.
• Neutral Sentiment: Even with the upgrades, Zacks’ FY2026 estimate of $17.67 is still slightly below the current consensus estimate of $17.75 per share, so the revisions are constructive but not dramatic.
• Negative Sentiment: The stock has been under pressure in recent trading, indicating investors may still be focused on broader valuation or growth concerns despite the analyst optimism.

FactSet Research Systems Price Performance

Shares of FDS stock opened at $243.65 on Friday. FactSet Research Systems Inc. has a 12-month low of $185.00 and a 12-month high of $424.62. The firm has a market capitalization of $8.67 billion, a price-to-earnings ratio of 16.05, a price-to-earnings-growth ratio of 1.65 and a beta of 0.72. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.44. The firm has a fifty day moving average of $240.25 and a 200-day moving average of $233.73.

FactSet Research Systems (NYSE:FDS) last issued its quarterly earnings data on Wednesday, July 1st. The business services provider reported $4.53 EPS for the quarter, topping the consensus estimate of $4.44 by $0.09. The business had revenue of $622.92 million for the quarter, compared to the consensus estimate of $617.91 million. FactSet Research Systems had a return on equity of 30.68% and a net margin of 23.21%.The firm’s revenue was up 6.4% compared to the same quarter last year. During the same quarter last year, the business posted $4.27 EPS. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. On average, equities research analysts forecast that FactSet Research Systems Inc. will post 17.76 earnings per share for the current year.

FactSet Research Systems Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Friday, May 29th were given a dividend of $1.16 per share. This is an increase from FactSet Research Systems’s previous quarterly dividend of $1.10. This represents a $4.64 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend was Friday, May 29th. FactSet Research Systems’s payout ratio is 30.57%.

Analyst Upgrades and Downgrades

A number of analysts have commented on the stock. Rothschild & Co Redburn lowered shares of FactSet Research Systems from a “neutral” rating to a “sell” rating and set a $215.00 target price for the company. in a report on Thursday, June 18th. UBS Group reissued a “buy” rating on shares of FactSet Research Systems in a research note on Wednesday. BMO Capital Markets raised their price target on FactSet Research Systems from $257.00 to $275.00 and gave the stock a “market perform” rating in a research report on Thursday, July 2nd. Jefferies Financial Group lifted their price objective on FactSet Research Systems from $225.00 to $253.00 and gave the stock a “hold” rating in a research note on Thursday, July 2nd. Finally, Barclays upped their price objective on FactSet Research Systems from $210.00 to $216.00 and gave the company an “underweight” rating in a report on Monday, July 6th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, ten have given a Hold rating and six have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Reduce” and an average target price of $253.00.

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.