FactSet Research Systems (NYSE:FDS) Upgraded by Huber Research to “Strong-Buy” Rating

FactSet Research Systems (NYSE:FDS) was upgraded by research analysts at Huber Research from a “strong sell” rating to a “strong-buy” rating in a report issued on Friday,Zacks.com reports.

A number of other research firms have also recently weighed in on FDS. Barclays reduced their price target on FactSet Research Systems from $390.00 to $300.00 and set an “underweight” rating for the company in a report on Friday, September 19th. Weiss Ratings restated a “sell (d+)” rating on shares of FactSet Research Systems in a research report on Monday. Evercore ISI decreased their target price on FactSet Research Systems from $394.00 to $328.00 and set an “in-line” rating on the stock in a research report on Friday, September 19th. Royal Bank Of Canada reissued a “sector perform” rating and issued a $320.00 price target on shares of FactSet Research Systems in a research note on Friday. Finally, Wells Fargo & Company reduced their price objective on shares of FactSet Research Systems from $296.00 to $260.00 and set an “underweight” rating for the company in a research report on Friday, December 5th. One investment analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, ten have issued a Hold rating and five have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Reduce” and a consensus target price of $314.75.

FactSet Research Systems Price Performance

NYSE FDS opened at $288.68 on Friday. The firm’s fifty day simple moving average is $279.07 and its two-hundred day simple moving average is $347.82. The company has a current ratio of 1.54, a quick ratio of 1.40 and a debt-to-equity ratio of 0.63. FactSet Research Systems has a 12-month low of $250.50 and a 12-month high of $493.00. The firm has a market capitalization of $10.80 billion, a P/E ratio of 18.36, a P/E/G ratio of 2.35 and a beta of 0.75.

FactSet Research Systems (NYSE:FDS) last announced its quarterly earnings data on Thursday, December 18th. The business services provider reported $4.51 earnings per share for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $599.69 million. During the same period in the previous year, the company earned $4.37 earnings per share. The business’s quarterly 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. Analysts forecast that FactSet Research Systems will post 17.21 EPS for the current fiscal year.

FactSet Research Systems announced that its board has authorized a share repurchase program on Thursday, December 18th that authorizes the company to buyback $600.00 million in outstanding shares. This buyback authorization authorizes the business services provider to reacquire up to 5.4% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s management believes its shares are undervalued.

Insider Activity at FactSet Research Systems

In other FactSet Research Systems news, insider Christopher Mcloughlin purchased 338 shares of the business’s stock in a transaction on Tuesday, September 23rd. The shares were bought at an average cost of $296.19 per share, for a total transaction of $100,112.22. Following the completion of the purchase, the insider directly owned 3,446 shares in the company, valued at approximately $1,020,670.74. This represents a 10.88% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Goran Skoko acquired 500 shares of the business’s stock in a transaction on Thursday, November 6th. The shares were bought at an average cost of $252.93 per share, for a total transaction of $126,465.00. Following the acquisition, the executive vice president owned 9,192 shares of the company’s stock, valued at $2,324,932.56. This represents a 5.75% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have bought a total of 1,208 shares of company stock valued at $328,505 over the last 90 days. 1.20% of the stock is owned by corporate insiders.

Institutional Trading of FactSet Research Systems

Hedge funds have recently modified their holdings of the business. First Horizon Corp purchased a new stake in FactSet Research Systems during the third quarter worth about $25,000. Winnow Wealth LLC purchased a new position in FactSet Research Systems in the third quarter valued at about $28,000. BOKF NA lifted its position in shares of FactSet Research Systems by 5,100.0% during the 3rd quarter. BOKF NA now owns 104 shares of the business services provider’s stock valued at $30,000 after acquiring an additional 102 shares during the period. Covestor Ltd boosted its stake in shares of FactSet Research Systems by 53.4% during the 3rd quarter. Covestor Ltd now owns 112 shares of the business services provider’s stock worth $33,000 after acquiring 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% in the 2nd quarter. Cullen Frost Bankers Inc. now owns 88 shares of the business services provider’s stock worth $39,000 after acquiring an additional 86 shares during the period. 91.24% of the stock is owned by institutional investors and hedge funds.

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

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.