FactSet Research Systems (NYSE:FDS) Stock Price Down 4% – Here’s What Happened

FactSet Research Systems Inc. (NYSE:FDS) was down 4% during trading on Thursday . The company traded as low as $284.40 and last traded at $284.3940. Approximately 123,724 shares were traded during mid-day trading, a decline of 75% from the average daily volume of 490,823 shares. The stock had previously closed at $296.13.

More FactSet Research Systems News

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

• Positive Sentiment: Q1 results beat expectations — FactSet reported $4.51 EPS vs. consensus ~$4.36 and revenue of $607.6M, driven by subscription/organic growth; this is the primary bullish catalyst. FactSet Reports Results for First Quarter Fiscal 2026
• Positive Sentiment: Board authorized a $600M share repurchase (up to ~5.4% of shares), signaling management believes shares are undervalued and supporting buyback-driven EPS accretion. RTT News
• Positive Sentiment: Some broker actions are constructive — Morgan Stanley upgraded FactSet (coverage note widely cited), and there was unusually high call‑option volume that suggests bullish speculative interest. Morgan Stanley upgrade (MSN) Options flow (AmericanBankingNews)
• Neutral Sentiment: Royal Bank of Canada reaffirmed a “sector perform” rating with a $320 target (implies upside vs. current price but no change in stance). Benzinga
• Neutral Sentiment: Company published earnings call transcript and slide deck for investors; useful detail but unlikely to move price by itself. Earnings call transcript
• Negative Sentiment: Goldman Sachs cut the price target to $253 and moved to a “sell” rating—this is a material bearish signal and likely a headwind for the stock. Benzinga
• Negative Sentiment: Stifel lowered its target from $372 to $295 and set a “hold” — another analyst downgrade that reduces upward momentum. Benzinga
• Negative Sentiment: FY2026 EPS guidance (16.90–17.60) was slightly below consensus (~17.33), which helps explain some selling pressure despite the beat — investors are focused on the full‑year outlook. Zacks

Analyst Ratings Changes

FDS has been the subject of several recent analyst reports. Barclays dropped their price objective on FactSet Research Systems from $390.00 to $300.00 and set an “underweight” rating for the company in a research report on Friday, September 19th. Rothschild & Co Redburn raised shares of FactSet Research Systems from a “sell” rating to a “neutral” rating and dropped their price objective for the company from $415.00 to $370.00 in a research note on Friday, September 12th. Rothschild Redb upgraded shares of FactSet Research Systems from a “strong sell” rating to a “hold” rating in a research report on Friday, September 12th. BMO Capital Markets lowered their price target on shares of FactSet Research Systems from $452.00 to $324.00 and set a “market perform” rating for the company in a report on Friday, September 19th. Finally, Wolfe Research reissued an “underperform” rating and set a $290.00 price objective on shares of FactSet Research Systems in a report on Friday, November 14th. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, ten have assigned a Hold rating and five have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and an average target price of $314.75.

FactSet Research Systems Trading Up 5.6%

The company has a quick ratio of 1.40, a current ratio of 1.54 and a debt-to-equity ratio of 0.63. The company has a market cap of $10.80 billion, a price-to-earnings ratio of 18.36, a PEG ratio of 2.35 and a beta of 0.75. The firm has a 50 day moving average price of $279.07 and a two-hundred day moving average price of $347.82.

FactSet Research Systems (NYSE:FDS) last released its quarterly earnings results on Thursday, December 18th. The business services provider reported $4.51 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.36 by $0.15. FactSet Research Systems had a net margin of 25.40% and a return on equity of 30.49%. The firm had revenue of $607.62 million during the quarter, compared to analyst estimates of $599.69 million. During the same quarter last year, the business earned $4.37 EPS. The company’s revenue was up 6.8% compared to the same quarter last year. FactSet Research Systems has set its FY 2026 guidance at 16.900-17.600 EPS. As a group, equities analysts forecast that FactSet Research Systems Inc. will post 17.21 earnings per share for the current year.

FactSet Research Systems Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Friday, November 28th were issued a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date was Friday, November 28th. FactSet Research Systems’s payout ratio is presently 28.30%.

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

Insider Buying and Selling

In related news, insider Christopher Mcloughlin acquired 338 shares of the business’s stock in a transaction dated Tuesday, September 23rd. The shares were bought at an average price of $296.19 per share, with a total value of $100,112.22. Following the transaction, the insider directly owned 3,446 shares of the company’s stock, valued at $1,020,670.74. This trade represents a 10.88% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Goran Skoko bought 500 shares of FactSet Research Systems stock in a transaction dated Thursday, November 6th. The stock was purchased at an average price of $252.93 per share, with a total value of $126,465.00. Following the completion of the purchase, the executive vice president owned 9,192 shares in the company, valued at $2,324,932.56. This trade represents a 5.75% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have purchased a total of 1,208 shares of company stock valued at $328,505 over the last ninety days. 1.20% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. First Horizon Corp acquired a new position in shares of FactSet Research Systems during the third quarter worth approximately $25,000. Winnow Wealth LLC bought a new stake in FactSet Research Systems during the 3rd quarter valued at $28,000. BOKF NA raised its holdings 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 worth $30,000 after buying an additional 102 shares during the last quarter. Covestor Ltd lifted its stake in shares of FactSet Research Systems by 53.4% in the third quarter. Covestor Ltd now owns 112 shares of the business services provider’s stock valued at $33,000 after buying an additional 39 shares in the last quarter. Finally, Cullen Frost Bankers Inc. grew its holdings in shares of FactSet Research Systems by 4,300.0% during the second quarter. Cullen Frost Bankers Inc. now owns 88 shares of the business services provider’s stock valued at $39,000 after buying an additional 86 shares during the last quarter. Institutional investors own 91.24% of the company’s stock.

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.