Principal Financial Group Inc. Increases Stock Holdings in FactSet Research Systems Inc. $FDS

Principal Financial Group Inc. boosted its holdings in shares of FactSet Research Systems Inc. (NYSE:FDS) by 5.0% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 45,209 shares of the business services provider’s stock after buying an additional 2,137 shares during the quarter. Principal Financial Group Inc.’s holdings in FactSet Research Systems were worth $9,810,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in FDS. Chicago Partners Investment Group LLC boosted its holdings in FactSet Research Systems by 52.8% in the first quarter. Chicago Partners Investment Group LLC now owns 2,468 shares of the business services provider’s stock worth $536,000 after acquiring an additional 853 shares in the last quarter. Parr Mcknight Wealth Management Group LLC increased its holdings in shares of FactSet Research Systems by 14.1% during the first quarter. Parr Mcknight Wealth Management Group LLC now owns 8,501 shares of the business services provider’s stock valued at $1,845,000 after acquiring an additional 1,049 shares in the last quarter. Applied Finance Capital Management LLC increased its holdings in shares of FactSet Research Systems by 16.6% during the first quarter. Applied Finance Capital Management LLC now owns 1,347 shares of the business services provider’s stock valued at $292,000 after acquiring an additional 192 shares in the last quarter. Fifth Third Bancorp raised its position in shares of FactSet Research Systems by 224.3% in the 1st quarter. Fifth Third Bancorp now owns 12,069 shares of the business services provider’s stock valued at $2,619,000 after purchasing an additional 8,348 shares during the last quarter. Finally, Banyan Capital Management Inc. purchased a new position in shares of FactSet Research Systems in the 1st quarter valued at approximately $7,557,000. 91.24% of the stock is owned by institutional investors and hedge funds.

FactSet Research Systems Stock Up 4.4%

FDS stock opened at $254.61 on Friday. The firm’s fifty day simple moving average is $241.09 and its 200-day simple moving average is $233.88. The company has a market capitalization of $9.06 billion, a P/E ratio of 16.77, a price-to-earnings-growth ratio of 1.71 and a beta of 0.72. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.68 and a quick ratio of 0.68. FactSet Research Systems Inc. has a 12 month low of $185.00 and a 12 month high of $424.62.

FactSet Research Systems (NYSE:FDS) last issued its earnings results on Wednesday, July 1st. The business services provider reported $4.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.44 by $0.09. The firm had revenue of $622.92 million during the quarter, compared to analysts’ expectations of $617.91 million. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. The firm’s revenue was up 6.4% compared to the same quarter last year. During the same quarter last year, the company posted $4.27 earnings per share. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. As a group, 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 business also recently disclosed a quarterly dividend, which was paid on Thursday, June 18th. Shareholders of record on Friday, May 29th were paid a dividend of $1.16 per share. This represents a $4.64 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Friday, May 29th. This is an increase from FactSet Research Systems’s previous quarterly dividend of $1.10. FactSet Research Systems’s dividend payout ratio (DPR) is 30.57%.

Analysts Set New Price Targets

Several analysts have weighed in on FDS shares. The Goldman Sachs Group downgraded shares of FactSet Research Systems from a “sell” rating to an “underweight” rating in a research report on Thursday, June 18th. Jefferies Financial Group raised their price target on shares of FactSet Research Systems from $225.00 to $253.00 and gave the stock a “hold” rating in a report on Thursday, July 2nd. Bank of America lifted their price objective on shares of FactSet Research Systems from $205.00 to $210.00 and gave the stock an “underperform” rating in a research note on Thursday, July 2nd. Weiss Ratings raised shares of FactSet Research Systems from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, July 13th. Finally, Barclays upped their target price on FactSet Research Systems from $210.00 to $216.00 and gave the company an “underweight” rating in a research report on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, ten have issued a Hold rating and six have given a Sell rating to the stock. According to data from MarketBeat, FactSet Research Systems currently has a consensus rating of “Reduce” and an average price target of $253.00.

More FactSet Research Systems News

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

• Positive Sentiment: FactSet said Curi adopted its portfolio analytics suite, expanding FactSet’s reach in the insurance market and signaling continued demand for its data and analytics products. FactSet (FDS) Expands Insurance Reach As Curi Adopts Its Portfolio Analytics Suite
• Positive Sentiment: Zacks Research raised earnings estimates for multiple upcoming periods, including FY2026, FY2027, and FY2028, suggesting expectations for stronger profitability ahead.
• Positive Sentiment: The company’s recent quarterly results beat Wall Street expectations on both EPS and revenue, which supports the view that FactSet’s business remains resilient.
• Neutral Sentiment: Analysts’ estimate changes for individual quarters were mixed, with some near-term revisions slightly lower and others higher, so the impact is more incremental than transformative.

FactSet Research Systems Company Profile

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.