Nordea Investment Management AB Purchases 7,167 Shares of FactSet Research Systems Inc. $FDS

Nordea Investment Management AB lifted its position in FactSet Research Systems Inc. (NYSE:FDS) by 2.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 354,387 shares of the business services provider’s stock after purchasing an additional 7,167 shares during the period. Nordea Investment Management AB owned about 0.95% of FactSet Research Systems worth $100,883,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently bought and sold shares of the company. Cullen Frost Bankers Inc. boosted its stake in shares of FactSet Research Systems by 4,300.0% in the second 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. First Horizon Corp purchased a new position in FactSet Research Systems in the 3rd quarter worth approximately $25,000. Generali Investments Management Co LLC purchased a new stake in FactSet Research Systems during the 2nd quarter valued at approximately $42,000. Geneos Wealth Management Inc. raised its position 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 buying an additional 64 shares during the last quarter. Finally, CYBER HORNET ETFs LLC bought a new stake in shares of FactSet Research Systems during the second quarter valued at approximately $45,000. Institutional investors own 91.24% of the company’s stock.

Insider Buying and Selling at FactSet Research Systems

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

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on FDS shares. 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. Weiss Ratings reiterated a “sell (d+)” rating on shares of FactSet Research Systems in a research report on Monday, December 29th. Zacks Research raised FactSet Research Systems from a “strong sell” rating to a “hold” rating in a research note on Friday, December 5th. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $320.00 price objective on shares of FactSet Research Systems in a research note on Friday, December 19th. Finally, Evercore ISI upped their price objective on FactSet Research Systems from $320.00 to $321.00 and gave the stock an “in-line” rating in a report on Thursday, January 8th. One investment analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, ten have issued a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Reduce” and a consensus target price of $313.00.

FactSet Research Systems Stock Performance

Shares of NYSE:FDS opened at $295.77 on Thursday. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 0.63. FactSet Research Systems Inc. has a 12 month low of $250.50 and a 12 month high of $477.92. The company has a market capitalization of $10.97 billion, a price-to-earnings ratio of 18.81, a PEG ratio of 2.66 and a beta of 0.75. The firm’s 50-day moving average is $283.25 and its 200 day moving average is $329.85.

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

FactSet Research Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Investors of record on Friday, November 28th were issued a dividend of $1.10 per share. The ex-dividend date was Friday, November 28th. This represents a $4.40 dividend on an annualized basis and a yield of 1.5%. FactSet Research Systems’s dividend payout ratio (DPR) is presently 27.99%.

FactSet Research Systems declared that its Board of Directors has approved a share buyback program on Thursday, December 18th that permits the company to repurchase $600.00 million in shares. This repurchase authorization permits the business services provider to purchase up to 5.4% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s board believes its stock is undervalued.

Key FactSet Research Systems News

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

• Positive Sentiment: FactSet reported a quarter that beat consensus (Q report: $4.51 EPS vs $4.36 exp.; revenue ~$607.6M) and set FY2026 guidance of $16.90–$17.60 EPS; the board also authorized a $600M share-repurchase program and the company pays a $1.10 quarterly dividend — supportive fundamentals and shareholder-return actions. MarketBeat FDS report
• Positive Sentiment: Bullish analyst/coverage pieces argue the stock looks inexpensive relative to growth acceleration potential, helping demand. Seeking Alpha article
• Neutral Sentiment: Coverage noting FactSet’s role supporting capital markets and sector commentary may provide broader, sideways interest rather than a direct catalyst. Kalkine article
• Negative Sentiment: Two directors disclosed sizable stock sales (Laurie Siegel and Malcolm Frank each sold 2,572 shares recently, materially reducing their holdings), which can create negative investor sentiment even if sales are non-fundamental. SEC filing (Malcolm Frank) Insider selling summary
• Negative Sentiment: Brokerage sentiment remains weak: consensus “Reduce” rating, several underweight/sell ratings and recent notes (Wells Fargo nudged its target slightly higher to $265 but kept an underweight call) are headwinds because targets remain below the current market price. Benzinga (Wells Fargo note) AmericanBankingNews consensus
• Negative Sentiment: MarketWatch notes FactSet underperformed peers recently, signaling relative weakness that could pressure sentiment until growth re-acceleration is clearer. MarketWatch piece

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.