FactSet Research Systems (NYSE:FDS) Shares Down 5.5% – Here’s What Happened

FactSet Research Systems Inc. (NYSE:FDS)’s share price fell 5.5% on Tuesday. The stock traded as low as $254.33 and last traded at $252.9890. 467,992 shares traded hands during mid-day trading, a decline of 50% from the average session volume of 938,747 shares. The stock had previously closed at $267.67.

Key FactSet Research Systems News

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

• Positive Sentiment: FactSet reported fiscal fourth-quarter adjusted EPS of $4.52, exceeding the $4.35 consensus estimate, while revenue increased 6.3% year over year to $634.7 million, also ahead of expectations. EPS rose from $4.05 in the prior-year quarter. FactSet Research Systems Posts Earnings Results
• Positive Sentiment: Management highlighted strong commercial execution, AI momentum and 7% organic annual subscription value growth. The company expects fiscal 2027 organic ASV growth of 5% to 6.5% and operating-margin improvement of 25 to 75 basis points, supporting the longer-term efficiency story. FactSet FY 2027 Growth Outlook
• Neutral Sentiment: Stifel raised its price target from $254 to $292 but maintained a “hold” rating, while Deutsche Bank lifted its target from $299 to $301 and also kept a “hold” rating. The revisions indicate modest upside potential but limited analyst conviction. Deutsche Bank FactSet Price Target
• Negative Sentiment: FactSet’s fiscal 2027 EPS guidance of $19.25 to $19.65 is below the $19.75 analyst consensus, although its approximately $2.6 billion revenue forecast matches expectations. The guidance shortfall triggered concerns that growth may be moderating. FactSet Fiscal 2027 Guidance
• Negative Sentiment: Wells Fargo raised its price target from $210 to $250 but retained an “underweight” rating, leaving its target below the current share price. This reinforces valuation and execution concerns despite the earnings beat. Wells Fargo FactSet Price Target

Analysts Set New Price Targets

A number of brokerages have recently issued reports on FDS. Bank of America raised their price objective on FactSet Research Systems from $205.00 to $210.00 and gave the stock an “underperform” rating in a research report on Thursday, July 2nd. Royal Bank Of Canada increased their target price on shares of FactSet Research Systems from $240.00 to $304.00 and gave the company a “sector perform” rating in a research report on Thursday, August 27th. UBS Group restated a “buy” rating on shares of FactSet Research Systems in a report on Wednesday, July 22nd. William Blair upgraded shares of FactSet Research Systems from a “market perform” rating to an “outperform” rating in a research report on Tuesday, September 8th. Finally, Barclays upped their price objective on shares of FactSet Research Systems from $216.00 to $250.00 and gave the company an “underweight” rating in a research note on Tuesday, September 8th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, ten have given a Hold rating and six have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Reduce” and a consensus price target of $270.79.

FactSet Research Systems Trading Up 2.1%

The firm has a 50-day moving average of $282.70 and a 200 day moving average of $248.59. The company has a market cap of $9.80 billion, a P/E ratio of 18.28, a price-to-earnings-growth ratio of 1.49 and a beta of 0.71. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.44.

FactSet Research Systems (NYSE:FDS) last issued its earnings results on Wednesday, September 30th. The business services provider reported $4.52 earnings per share for the quarter, topping analysts’ consensus estimates of $4.35 by $0.17. FactSet Research Systems had a return on equity of 30.68% and a net margin of 23.21%.The business had revenue of $634.70 million during the quarter, compared to the consensus estimate of $629.83 million. During the same period in the previous year, the company posted $4.05 earnings per share. The firm’s revenue for the quarter was up 6.3% on a year-over-year basis. FactSet Research Systems has set its FY 2027 guidance at 19.250-19.650 EPS. On average, analysts predict that FactSet Research Systems Inc. will post 17.77 earnings per share for the current fiscal year.

FactSet Research Systems Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, September 17th. Investors of record on Monday, August 31st were given a dividend of $1.16 per share. This represents a $4.64 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date was Monday, August 31st. FactSet Research Systems’s payout ratio is presently 30.57%.

Institutional Investors Weigh In On FactSet Research Systems

Large investors have recently bought and sold shares of the stock. Sequoia Financial Advisors LLC raised its holdings in shares of FactSet Research Systems by 29.6% during the second quarter. Sequoia Financial Advisors LLC now owns 3,834 shares of the business services provider’s stock valued at $882,000 after purchasing an additional 875 shares during the period. Tidal Investments LLC raised its stake in FactSet Research Systems by 41.4% during the 2nd quarter. Tidal Investments LLC now owns 7,314 shares of the business services provider’s stock worth $1,683,000 after buying an additional 2,142 shares during the period. Integrated Wealth Concepts LLC boosted its holdings in FactSet Research Systems by 126.8% in the second quarter. Integrated Wealth Concepts LLC now owns 5,989 shares of the business services provider’s stock worth $1,378,000 after acquiring an additional 3,348 shares in the last quarter. NewEdge Advisors LLC grew its stake in FactSet Research Systems by 87.1% in the second quarter. NewEdge Advisors LLC now owns 6,358 shares of the business services provider’s stock valued at $1,463,000 after acquiring an additional 2,959 shares during the period. Finally, Allworth Financial LP increased its holdings in shares of FactSet Research Systems by 224.4% during the second quarter. Allworth Financial LP now owns 2,566 shares of the business services provider’s stock valued at $590,000 after acquiring an additional 1,775 shares in the last quarter. 91.24% of the stock is currently owned by institutional investors and hedge funds.

About FactSet Research Systems

FactSet Research Systems Inc provides financial data, analytics, and investment management technology to professionals across the global financial services industry. Its platform integrates market, company, portfolio, economic, and alternative data with analytical tools designed to support investment research, decision-making, reporting, and risk management.

The company serves asset managers, investment banks, wealth managers, hedge funds, private equity firms, corporations, and other financial institutions.