Sen. Shelley Moore Capito Sells Off Shares of FactSet Research Systems Inc. (NYSE:FDS)

Senator Shelley Moore Capito (Republican-West Virginia) recently sold shares of FactSet Research Systems Inc. (NYSE:FDS). In a filing disclosed on April 04th, the Senator disclosed that they had sold between $1,001 and $15,000 in FactSet Research Systems stock on March 26th.

Senator Shelley Moore Capito also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of FactSet Research Systems (NYSE:FDS) on 3/31/2026.
• Sold $1,001 – $15,000 in shares of FactSet Research Systems (NYSE:FDS) on 3/25/2026.
• Purchased $1,001 – $15,000 in shares of The PNC Financial Services Group (NYSE:PNC) on 3/12/2026.
• Purchased $1,001 – $15,000 in shares of American Express (NYSE:AXP) on 3/11/2026.
• Sold $1,001 – $15,000 in shares of Illinois Tool Works (NYSE:ITW) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Paychex (NASDAQ:PAYX) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of Analog Devices (NASDAQ:ADI) on 2/10/2026.
• Sold $1,001 – $15,000 in shares of BlackRock (NYSE:BLK) on 2/10/2026.
• Purchased $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 2/9/2026.
• Sold $1,001 – $15,000 in shares of Starbucks (NASDAQ:SBUX) on 1/28/2026.

FactSet Research Systems Trading Up 1.5%

FactSet Research Systems stock opened at $231.13 on Tuesday. The company has a quick ratio of 1.54, a current ratio of 1.43 and a debt-to-equity ratio of 0.64. The firm has a 50-day moving average price of $214.41 and a two-hundred day moving average price of $258.96. The firm has a market capitalization of $8.58 billion, a price-to-earnings ratio of 14.86, a PEG ratio of 2.13 and a beta of 0.73. FactSet Research Systems Inc. has a 52-week low of $185.00 and a 52-week high of $474.79.

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

FactSet Research Systems Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Shareholders of record on Friday, February 27th were paid a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend was Friday, February 27th. FactSet Research Systems’s payout ratio is presently 28.30%.

FactSet Research Systems declared that its board has initiated a share repurchase plan on Thursday, December 18th that permits the company to buyback $600.00 million in shares. This buyback authorization permits the business services provider to purchase up to 5.4% of its shares through open market purchases. Shares buyback plans are generally a sign that the company’s leadership believes its stock is undervalued.

Institutional Investors Weigh In On FactSet Research Systems

Large investors have recently made changes to their positions in the company. First Horizon Corp acquired a new stake in shares of FactSet Research Systems during the third quarter valued at approximately $25,000. Cromwell Holdings LLC acquired a new stake in shares of FactSet Research Systems during the fourth quarter valued at approximately $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 acquiring an additional 40 shares during the period. Winnow Wealth LLC acquired a new stake in shares of FactSet Research Systems during the third quarter valued at approximately $28,000. Finally, Geneos Wealth Management Inc. raised its holdings in shares of FactSet Research Systems by 188.2% during the first quarter. Geneos Wealth Management Inc. now owns 98 shares of the business services provider’s stock valued at $45,000 after acquiring an additional 64 shares during the period. Institutional investors and hedge funds own 91.24% of the company’s stock.

Insider Buying and Selling

In other news, Director Laurie Siegel sold 2,572 shares of the business’s stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $296.25, for a total transaction of $761,955.00. Following the sale, the director owned 1,037 shares in the company, valued at $307,211.25. The trade was a 71.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Malcolm Frank sold 2,572 shares of the business’s stock in a transaction that occurred on Monday, January 12th. The shares were sold at an average price of $295.70, for a total transaction of $760,540.40. Following the sale, the director owned 879 shares in the company, valued at $259,920.30. This represents a 74.53% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.20% of the stock is owned by insiders.

Analysts Set New Price Targets

FDS has been the subject of a number of research analyst reports. Bank of America initiated coverage on shares of FactSet Research Systems in a research note on Tuesday, February 17th. They issued an “underperform” rating and a $195.00 price target for the company. Morgan Stanley set a $307.00 target price on shares of FactSet Research Systems and gave the company an “equal weight” rating in a research note on Wednesday, December 17th. Raymond James Financial reissued a “market perform” rating on shares of FactSet Research Systems in a research note on Thursday, December 18th. Huber Research raised shares of FactSet Research Systems from a “strong sell” rating to a “strong-buy” rating in a research note on Friday, December 19th. Finally, Evercore increased their target price on shares of 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. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, nine have given a Hold rating and six have assigned a Sell rating to the company. Based on data from MarketBeat, FactSet Research Systems currently has a consensus rating of “Reduce” and a consensus price target of $279.85.

About Senator Capito

Shelley Moore Capito (Republican Party) is a member of the U.S. Senate from West Virginia. She assumed office on January 3, 2015. Her current term ends on January 3, 2027. Capito (Republican Party) ran for re-election to the U.S. Senate to represent West Virginia. She won in the general election on November 3, 2020. Capito was first elected to the Senate in 2014, becoming the first female U.S. Senator in the state’s history. Prior to serving in the Senate, Capito was a member of the West Virginia House of Representatives from 1997 to 2001 and a member of the United States House of Representatives from 2001 to 2015. At the start of the 116th Congress, Capito was a member of the U.S. Senate committees on Appropriations, Commerce, Science, and Transportation, Environment and Public Works, and Rules and Administration. As of a 2014 analysis of multiple outside rankings, Capito is a more moderate right of center Republican Party vote. As a result, she may break with the Republican Party line more than her fellow members. Capito earned her bachelor’s degree from Duke University. After earning her M.Ed. from the University of Virginia, Capito was a college counselor and then director of an educational information center. She was the only Republican in the West Virginia congressional delegation until the 2010 elections and is the first Republican woman elected to Congress from West Virginia. Capito is a former chairwoman of the Congressional Caucus for Women’s Issues, as well as a member of the Congressional Arts Caucus. After an explosion responsible for the death of 29 coal workers, Capito founded the Congressional Coal Caucus. Prior to her election to the U.S. House, Capito served in the West Virginia House of Delegates.

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.