Boston Trust Walden Corp Cuts Stock Holdings in FactSet Research Systems Inc. $FDS

Boston Trust Walden Corp lowered its position in shares of FactSet Research Systems Inc. (NYSE:FDS) by 8.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 255,804 shares of the business services provider’s stock after selling 24,455 shares during the period. Boston Trust Walden Corp’s holdings in FactSet Research Systems were worth $55,507,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in FDS. Cromwell Holdings LLC purchased a new stake in shares of FactSet Research Systems during the 4th quarter valued at about $26,000. WPG Advisers LLC raised its holdings in shares of FactSet Research Systems by 76.9% during the fourth quarter. WPG Advisers LLC now owns 92 shares of the business services provider’s stock valued at $27,000 after purchasing an additional 40 shares during the last quarter. Field & Main Bank purchased a new position in shares of FactSet Research Systems during the fourth quarter valued at approximately $29,000. BOKF NA lifted its position in FactSet Research Systems by 5,100.0% during the third quarter. BOKF NA now owns 104 shares of the business services provider’s stock valued at $30,000 after purchasing an additional 102 shares during the period. Finally, Navalign LLC bought a new position in FactSet Research Systems during the fourth quarter valued at approximately $32,000. 91.24% of the stock is currently owned by hedge funds and other institutional investors.

FactSet Research Systems Trading Up 2.0%

Shares of FDS stock opened at $250.55 on Friday. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.68 and a quick ratio of 1.43. The company has a market cap of $9.13 billion, a price-to-earnings ratio of 16.51, a PEG ratio of 2.06 and a beta of 0.72. FactSet Research Systems Inc. has a 1 year low of $185.00 and a 1 year high of $453.41. The firm has a fifty day moving average price of $231.16 and a 200-day moving average price of $237.73.

FactSet Research Systems (NYSE:FDS) last announced its earnings results on Wednesday, July 1st. The business services provider reported $4.53 EPS for the quarter, topping analysts’ consensus estimates of $4.44 by $0.09. FactSet Research Systems had a return on equity of 30.68% and a net margin of 23.21%.The company had revenue of $622.92 million for the quarter, compared to analysts’ expectations of $617.91 million. During the same period last year, the firm earned $4.27 EPS. FactSet Research Systems’s revenue for the quarter was up 6.4% compared to the same quarter last year. FactSet Research Systems has set its FY 2026 guidance at 17.250-17.750 EPS. As a group, equities analysts predict that FactSet Research Systems Inc. will post 17.58 earnings per share for the current year.

FactSet Research Systems Increases Dividend

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

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on FDS. The Goldman Sachs Group cut shares of FactSet Research Systems from a “sell” rating to an “underweight” rating in a report on Thursday, June 18th. Bank of America increased their price target on FactSet Research Systems from $205.00 to $210.00 and gave the company an “underperform” rating in a report on Thursday. Deutsche Bank Aktiengesellschaft raised their price target on FactSet Research Systems from $275.00 to $280.00 and gave the stock a “hold” rating in a research note on Thursday. BMO Capital Markets lifted their price objective on FactSet Research Systems from $257.00 to $275.00 and gave the stock a “market perform” rating in a report on Thursday. Finally, Jefferies Financial Group upped their price objective on FactSet Research Systems from $225.00 to $253.00 and gave the company a “hold” rating in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, nine have issued a Hold rating and seven have assigned a Sell rating to the company. According to data from MarketBeat, FactSet Research Systems has a consensus rating of “Reduce” and an average target price of $252.57.

FactSet Research Systems News Roundup

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

• Positive Sentiment: FactSet beat Q3 estimates on EPS and revenue, with stronger organic growth and ASV gains supporting the stock. FactSet Research (FDS) Tops Q3 Earnings and Revenue Estimates
• Positive Sentiment: Management said AI adoption is helping drive subscription value growth and wider enterprise deals, which could support longer-term revenue expansion. FactSet Research Systems: Rising AI Adoption Bodes Well for Subscription Value Growth, Says Analyst
• Positive Sentiment: FactSet signaled it is on track for the high end of FY2026 revenue and EPS guidance, easing concerns about near-term execution. FactSet signals tracking toward high end of FY2026 revenue and EPS ranges while scaling AI and cutting tech workforce roughly 10%
• Positive Sentiment: Multiple firms raised price targets after the earnings report, including Jefferies, Deutsche Bank, UBS, BMO Capital Markets, and Morgan Stanley, indicating improved sentiment around the name. Analyst price target updates for FactSet Research Systems
• Neutral Sentiment: Some analysts maintained cautious ratings such as hold, underperform, or sector perform, suggesting the stock may be fairly valued after the recent move. Analyst price target updates for FactSet Research Systems
• Negative Sentiment: Commentary around lower margins and flat guidance is tempering enthusiasm and may limit upside if profitability does not improve. FactSet shares slip despite third-quarter earnings beat as outlook disappoints (FDS)

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.