Caitlin John LLC Makes New $889,000 Investment in FactSet Research Systems Inc. $FDS

Caitlin John LLC purchased a new position in FactSet Research Systems Inc. (NYSE:FDS) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 3,865 shares of the business services provider’s stock, valued at approximately $889,000.

A number of other institutional investors and hedge funds have also modified their holdings of the stock. Northwestern Mutual Wealth Management Co. lifted its stake in FactSet Research Systems by 444,058.1% in 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 buying an additional 13,854,613 shares in the last quarter. Bamco Inc. NY acquired a new position in shares of FactSet Research Systems during the second quarter valued at approximately $966,533,000. BlackRock Inc. acquired a new position in shares of FactSet Research Systems during the second quarter valued at approximately $657,658,000. Bank of America Corp DE acquired a new stake in shares of FactSet Research Systems in the second quarter worth approximately $176,141,000. Finally, AQR Capital Management LLC boosted its stake in shares of FactSet Research Systems by 4,547.4% in the fourth quarter. AQR Capital Management LLC now owns 705,062 shares of the business services provider’s stock worth $204,602,000 after acquiring an additional 689,891 shares during the last quarter. Hedge funds and other institutional investors own 91.24% of the company’s stock.

FactSet Research Systems Trading Up 3.2%

Shares of FDS stock opened at $304.81 on Friday. 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 Inc. has a twelve month low of $185.00 and a twelve month high of $381.68. The company’s 50-day moving average price is $262.53 and its 200-day moving average price is $235.69. The stock has a market cap of $10.84 billion, a price-to-earnings ratio of 20.08, a PEG ratio of 1.98 and a beta of 0.70.

FactSet Research Systems (NYSE:FDS) last released its quarterly earnings data 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. FactSet Research Systems had a net margin of 23.21% and a return on equity of 30.68%. The firm had revenue of $622.92 million during the quarter, compared to analysts’ expectations of $617.91 million. During the same period last year, the business earned $4.27 earnings per share. FactSet Research Systems’s revenue 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 17.76 earnings per share for the current year.

FactSet Research Systems Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Monday, August 31st will be given a dividend of $1.16 per share. This represents a $4.64 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, August 31st. FactSet Research Systems’s payout ratio is presently 30.57%.

Wall Street Analysts Forecast Growth

Several research firms recently commented on FDS. Deutsche Bank Aktiengesellschaft increased their price objective on FactSet Research Systems from $275.00 to $280.00 and gave the company a “hold” rating in a research note on Thursday, July 2nd. BMO Capital Markets upped their target price on shares of FactSet Research Systems from $257.00 to $275.00 and gave the stock a “market perform” rating in a report on Thursday, July 2nd. Bank of America raised their price target 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. Barclays boosted their price target on shares of FactSet Research Systems from $210.00 to $216.00 and gave the stock an “underweight” rating in a research report on Monday, July 6th. Finally, Weiss Ratings raised shares of FactSet Research Systems from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, July 13th. One investment 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 MarketBeat, the stock presently has a consensus rating of “Reduce” and a consensus price target of $257.57.

FactSet Research Systems 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.