Vest Financial LLC Has $37.27 Million Stock Holdings in FactSet Research Systems Inc. $FDS

21 Jan 2026, 14:50 by Michael Walen · The Markets Daily

Vest Financial LLC increased its holdings in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 3.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 130,100 shares of the business services provider’s stock after buying an additional 4,574 shares during the quarter. Vest Financial LLC owned 0.35% of FactSet Research Systems worth $37,272,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Arkadios Wealth Advisors lifted its holdings in shares of FactSet Research Systems by 6.2% in the third quarter. Arkadios Wealth Advisors now owns 2,883 shares of the business services provider’s stock valued at $826,000 after purchasing an additional 169 shares in the last quarter. Allstate Corp acquired a new stake in FactSet Research Systems in the 3rd quarter valued at approximately $384,000. Wealth Enhancement Advisory Services LLC lifted its stake in FactSet Research Systems by 5.6% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 6,084 shares of the business services provider’s stock valued at $1,685,000 after acquiring an additional 321 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. boosted its position in FactSet Research Systems by 266.1% during the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 443 shares of the business services provider’s stock worth $126,000 after acquiring an additional 322 shares during the last quarter. Finally, Sequoia Financial Advisors LLC grew its stake in shares of FactSet Research Systems by 18.2% during the 3rd quarter. Sequoia Financial Advisors LLC now owns 1,919 shares of the business services provider’s stock worth $550,000 after acquiring an additional 296 shares in the last quarter. 91.24% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

FDS has been the topic of several analyst reports. Zacks Research upgraded FactSet Research Systems from a “strong sell” rating to a “hold” rating in a report on Friday, December 5th. UBS Group reiterated a “buy” rating on shares of FactSet Research Systems in a research note on Friday, December 19th. Jefferies Financial Group reissued a “hold” rating and issued a $305.00 price objective on shares of FactSet Research Systems in a report on Friday, December 19th. Wolfe Research restated an “underperform” rating and set a $290.00 target price on shares of FactSet Research Systems in a report on Friday, November 14th. Finally, Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $320.00 price target on shares of FactSet Research Systems in a research report on Friday, December 19th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, ten have given a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat, FactSet Research Systems has an average rating of “Reduce” and a consensus price target of $313.00.

Read Our Latest Analysis on FactSet Research Systems

FactSet Research Systems Stock Performance

NYSE:FDS opened at $281.46 on Wednesday. FactSet Research Systems Inc. has a twelve month low of $250.50 and a twelve month high of $477.92. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 0.63. The stock’s 50-day simple moving average is $285.10 and its 200 day simple moving average is $324.45. The firm has a market capitalization of $10.44 billion, a PE ratio of 17.75, a price-to-earnings-growth ratio of 2.63 and a beta of 0.75.

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

FactSet Research Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, December 18th. Investors of record on Friday, November 28th were given a $1.10 dividend. The ex-dividend date of this dividend was Friday, November 28th. This represents a $4.40 annualized dividend and a yield of 1.6%. FactSet Research Systems’s dividend payout ratio (DPR) is presently 27.99%.

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

Insider Buying and Selling at FactSet Research Systems

In related news, EVP Goran Skoko purchased 500 shares of the business’s stock in a transaction on Thursday, November 6th. The stock was acquired at an average price of $252.93 per share, for a total transaction of $126,465.00. Following the purchase, the executive vice president owned 9,192 shares of the company’s stock, valued at approximately $2,324,932.56. This trade represents a 5.75% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Laurie Siegel sold 2,572 shares of the firm’s 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 transaction, the director owned 1,037 shares in the company, 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 currently owned by company insiders.

FactSet Research Systems Company Profile

(Free Report)

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.