FactSet Research Systems Inc. $FDS Shares Acquired by Yousif Capital Management LLC

14 Oct 2025, 09:16 by Kim Johansen · The Markets Daily

Yousif Capital Management LLC grew its stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 13.3% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 19,272 shares of the business services provider’s stock after purchasing an additional 2,255 shares during the quarter. Yousif Capital Management LLC owned approximately 0.05% of FactSet Research Systems worth $8,620,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of FDS. Vanguard Group Inc. raised its stake in shares of FactSet Research Systems by 3.0% in the 1st quarter. Vanguard Group Inc. now owns 4,795,354 shares of the business services provider’s stock valued at $2,180,160,000 after purchasing an additional 137,874 shares in the last quarter. Nuveen LLC acquired a new stake in shares of FactSet Research Systems in the 1st quarter valued at about $54,148,000. Millennium Management LLC raised its stake in shares of FactSet Research Systems by 58.6% in the 1st quarter. Millennium Management LLC now owns 110,409 shares of the business services provider’s stock valued at $50,196,000 after purchasing an additional 40,800 shares in the last quarter. Woodline Partners LP raised its stake in shares of FactSet Research Systems by 1,560.4% in the 1st quarter. Woodline Partners LP now owns 37,891 shares of the business services provider’s stock valued at $17,227,000 after purchasing an additional 35,609 shares in the last quarter. Finally, Invesco Ltd. raised its stake in FactSet Research Systems by 7.6% during the first quarter. Invesco Ltd. now owns 490,698 shares of the business services provider’s stock worth $223,091,000 after acquiring an additional 34,549 shares during the period. Institutional investors and hedge funds own 91.24% of the company’s stock.

FactSet Research Systems Price Performance

Shares of NYSE:FDS opened at $285.84 on Tuesday. The firm’s 50 day moving average is $341.35 and its two-hundred day moving average is $402.58. FactSet Research Systems Inc. has a 52 week low of $272.50 and a 52 week high of $499.87. The firm has a market capitalization of $10.81 billion, a P/E ratio of 18.38, a PEG ratio of 2.09 and a beta of 0.79. The company has a current ratio of 1.40, a quick ratio of 1.47 and a debt-to-equity ratio of 0.63.

FactSet Research Systems (NYSE:FDS – Get Free Report) last announced its quarterly earnings results on Thursday, September 18th. The business services provider reported $4.05 EPS for the quarter, missing the consensus estimate of $4.13 by ($0.08). FactSet Research Systems had a net margin of 25.72% and a return on equity of 31.06%. The firm had revenue of $596.90 million during the quarter, compared to analyst estimates of $593.32 million. During the same quarter in the previous year, the business posted $3.74 EPS. FactSet Research Systems’s revenue for the quarter was up 6.2% compared to the same quarter last year. FactSet Research Systems has set its FY 2026 guidance at 16.900-17.600 EPS. Analysts anticipate that FactSet Research Systems Inc. will post 17.21 earnings per share for the current year.

FactSet Research Systems Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, September 18th. Shareholders of record on Friday, August 29th were paid a $1.10 dividend. The ex-dividend date was Friday, August 29th. This represents a $4.40 annualized dividend and a dividend yield of 1.5%. FactSet Research Systems’s dividend payout ratio (DPR) is presently 28.30%.

Analyst Ratings Changes

Several equities research analysts recently weighed in on FDS shares. Huber Research upgraded shares of FactSet Research Systems to a “strong sell” rating in a research note on Friday, September 19th. Raymond James Financial upgraded shares of FactSet Research Systems from an “underperform” rating to a “market perform” rating in a research note on Thursday, June 26th. Stifel Nicolaus dropped their price objective on shares of FactSet Research Systems from $464.00 to $372.00 and set a “hold” rating on the stock in a research note on Friday, September 19th. Evercore ISI dropped their price objective on shares of FactSet Research Systems from $394.00 to $328.00 and set an “in-line” rating on the stock in a research note on Friday, September 19th. Finally, Royal Bank Of Canada reiterated a “sector perform” rating and set a $503.00 price objective on shares of FactSet Research Systems in a research note on Friday, June 20th. One analyst has rated the stock with a Buy rating, eight have given a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Reduce” and an average target price of $356.78.

View Our Latest Analysis on FDS

Insider Activity at FactSet Research Systems

In other news, EVP Helen L. Shan purchased 370 shares of the company’s stock in a transaction on Monday, October 6th. The shares were bought at an average price of $275.48 per share, for a total transaction of $101,927.60. Following the completion of the purchase, the executive vice president owned 9,284 shares of the company’s stock, valued at $2,557,556.32. This trade represents a 4.15% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Christopher Mcloughlin purchased 338 shares of the company’s stock in a transaction on Tuesday, September 23rd. The stock was purchased at an average price of $296.19 per share, for a total transaction of $100,112.22. Following the purchase, 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 position. The disclosure for this purchase can be found here. 1.10% of the stock is currently owned by company insiders.

FactSet Research Systems Company Profile

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