Marshall Financial Group LLC Grows Stock Position in FactSet Research Systems Inc. $FDS

18 Sep 2025, 09:42 by Scott Moore · The Cerbat Gem

Marshall Financial Group LLC increased its stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 2.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,780 shares of the business services provider’s stock after buying an additional 69 shares during the quarter. Marshall Financial Group LLC’s holdings in FactSet Research Systems were worth $1,245,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of FDS. SouthState Corp lifted its position in FactSet Research Systems by 1,400.0% in the first quarter. SouthState Corp now owns 60 shares of the business services provider’s stock worth $27,000 after buying an additional 56 shares during the last quarter. Caitong International Asset Management Co. Ltd lifted its position in FactSet Research Systems by 4,200.0% in the first quarter. Caitong International Asset Management Co. Ltd now owns 86 shares of the business services provider’s stock worth $39,000 after buying an additional 84 shares during the last quarter. WPG Advisers LLC bought a new stake in FactSet Research Systems in the first quarter worth $41,000. American National Bank & Trust bought a new stake in FactSet Research Systems in the first quarter worth $44,000. Finally, Bank of Jackson Hole Trust lifted its position in FactSet Research Systems by 187.9% in the first quarter. Bank of Jackson Hole Trust now owns 95 shares of the business services provider’s stock worth $44,000 after buying an additional 62 shares during the last quarter. 91.24% of the stock is currently owned by institutional investors.

FactSet Research Systems Trading Down 2.7%

FactSet Research Systems stock opened at $335.87 on Thursday. FactSet Research Systems Inc. has a 52 week low of $332.80 and a 52 week high of $499.87. The company has a market capitalization of $12.70 billion, a price-to-earnings ratio of 24.27, a price-to-earnings-growth ratio of 2.15 and a beta of 0.84. The stock has a 50-day moving average price of $390.50 and a 200 day moving average price of $422.16. The company has a quick ratio of 1.47, a current ratio of 1.47 and a debt-to-equity ratio of 0.66.

FactSet Research Systems (NYSE:FDS – Get Free Report) last announced its quarterly earnings results on Monday, June 23rd. The business services provider reported $4.27 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.30 by ($0.03). FactSet Research Systems had a net margin of 23.30% and a return on equity of 31.59%. The company had revenue of $585.52 million during the quarter, compared to analyst estimates of $580.70 million. During the same period in the previous year, the firm posted $4.37 earnings per share. The company’s revenue was up 5.9% compared to the same quarter last year. FactSet Research Systems has set its FY 2025 guidance at 16.800-17.400 EPS. Sell-side analysts anticipate that FactSet Research Systems Inc. will post 17.21 EPS for the current year.

FactSet Research Systems Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 18th. Stockholders of record on Friday, August 29th will be paid a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, August 29th. FactSet Research Systems’s dividend payout ratio is presently 31.79%.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the company. UBS Group reiterated a “neutral” rating on shares of FactSet Research Systems in a research note on Friday, June 20th. Wells Fargo & Company reduced their target price on FactSet Research Systems from $405.00 to $355.00 and set an “underweight” rating on the stock in a research note on Friday, September 5th. Rothschild Redb upgraded FactSet Research Systems from a “strong sell” rating to a “hold” rating in a research note on Friday, September 12th. Morgan Stanley increased their target price on FactSet Research Systems from $390.00 to $393.00 and gave the stock an “underweight” rating in a research note on Friday, June 20th. Finally, Evercore ISI cut their price target on FactSet Research Systems from $448.00 to $394.00 and set an “in-line” rating on the stock in a research note on Wednesday, September 10th. Eight analysts have rated the stock with a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Reduce” and a consensus price target of $424.44.

View Our Latest Report on FDS

Insider Transactions at FactSet Research Systems

In other news, Director James J. Mcgonigle sold 2,925 shares of the company’s stock in a transaction that occurred on Monday, July 14th. The stock was sold at an average price of $451.39, for a total transaction of $1,320,315.75. Following the completion of the transaction, the director directly owned 4,461 shares of the company’s stock, valued at $2,013,650.79. This represents a 39.60% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CAO Gregory T. Moskoff sold 2,500 shares of the business’s stock in a transaction that occurred on Wednesday, July 9th. The stock was sold at an average price of $442.60, for a total value of $1,106,500.00. Following the sale, the chief accounting officer owned 44 shares of the company’s stock, valued at $19,474.40. The trade was a 98.27% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 13,031 shares of company stock valued at $5,825,481 in the last three months. 1.10% of the stock is currently owned by company insiders.

About FactSet Research Systems

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