FactSet Research Systems (NYSE:FDS) Stock Unloaded Rep. Byron Donalds

Representative Byron Donalds (R-Florida) recently sold shares of FactSet Research Systems Inc. (NYSE:FDS). In a filing disclosed on March 25th, the Representative disclosed that they had sold between $1,001 and $15,000 in FactSet Research Systems stock on February 13th. The trade occurred in the Representative’s “MORAN WEALTH IRA” account.

Representative Byron Donalds also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of DoorDash (NASDAQ:DASH) on 2/13/2025.
• Purchased $1,001 – $15,000 in shares of Fortinet (NASDAQ:FTNT) on 2/13/2025.
• Sold $1,001 – $15,000 in shares of RLI (NYSE:RLI) on 1/21/2025.
• Purchased $1,001 – $15,000 in shares of GoDaddy (NYSE:GDDY) on 1/21/2025.
• Purchased $1,001 – $15,000 in shares of First Citizens BancShares (NASDAQ:FCNCA) on 1/21/2025.
• Purchased $1,001 – $15,000 in shares of GoDaddy (NYSE:GDDY) on 1/16/2025.
• Sold $1,001 – $15,000 in shares of RLI (NYSE:RLI) on 1/16/2025.
• Purchased $1,001 – $15,000 in shares of First Citizens BancShares (NASDAQ:FCNCA) on 1/16/2025.
• Sold $1,001 – $15,000 in shares of Merck & Co., Inc. (NYSE:MRK) on 1/16/2025.

FactSet Research Systems Trading Up 0.3 %

Shares of FDS opened at $440.90 on Thursday. The stock’s fifty day simple moving average is $454.52 and its 200-day simple moving average is $464.67. The company has a quick ratio of 1.39, a current ratio of 1.39 and a debt-to-equity ratio of 0.65. The firm has a market capitalization of $16.77 billion, a PE ratio of 31.61, a price-to-earnings-growth ratio of 2.93 and a beta of 0.77. FactSet Research Systems Inc. has a 12-month low of $391.84 and a 12-month high of $499.87.

FactSet Research Systems (NYSE:FDS) last issued its earnings results on Thursday, March 20th. The business services provider reported $4.28 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.17 by $0.11. FactSet Research Systems had a net margin of 24.16% and a return on equity of 33.92%. The company had revenue of $570.70 million for the quarter, compared to analyst estimates of $570.65 million. During the same quarter last year, the firm earned $4.22 EPS. The company’s revenue for the quarter was up 4.5% on a year-over-year basis. As a group, research analysts predict 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 announced a quarterly dividend, which was paid on Thursday, March 20th. Stockholders of record on Friday, February 28th were paid a $1.04 dividend. The ex-dividend date of this dividend was Friday, February 28th. This represents a $4.16 annualized dividend and a dividend yield of 0.94%. FactSet Research Systems’s dividend payout ratio (DPR) is currently 29.59%.

Institutional Trading of FactSet Research Systems

Hedge funds and other institutional investors have recently made changes to their positions in the business. Quest Partners LLC increased its stake in FactSet Research Systems by 560.3% in the 3rd quarter. Quest Partners LLC now owns 449 shares of the business services provider’s stock valued at $206,000 after buying an additional 381 shares during the last quarter. Raymond James Trust N.A. raised its holdings in FactSet Research Systems by 2.3% during the third quarter. Raymond James Trust N.A. now owns 948 shares of the business services provider’s stock worth $436,000 after acquiring an additional 21 shares in the last quarter. Meridian Wealth Management LLC acquired a new position in FactSet Research Systems during the third quarter valued at approximately $321,000. Great Valley Advisor Group Inc. acquired a new position in shares of FactSet Research Systems during the 3rd quarter worth approximately $224,000. Finally, Cerity Partners LLC raised its stake in shares of FactSet Research Systems by 164.0% during the 3rd quarter. Cerity Partners LLC now owns 5,124 shares of the business services provider’s stock worth $2,356,000 after purchasing an additional 3,183 shares in the last quarter. 91.24% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Royal Bank of Canada reiterated a “sector perform” rating and issued a $503.00 price objective on shares of FactSet Research Systems in a report on Monday, March 10th. Stifel Nicolaus upped their price target on FactSet Research Systems from $469.00 to $493.00 and gave the company a “hold” rating in a research note on Friday, December 20th. Morgan Stanley reduced their price objective on shares of FactSet Research Systems from $409.00 to $390.00 and set an “underweight” rating on the stock in a research note on Friday, March 21st. Wells Fargo & Company downgraded shares of FactSet Research Systems from an “equal weight” rating to an “underweight” rating and lowered their target price for the company from $450.00 to $402.00 in a research note on Friday, March 21st. Finally, UBS Group reduced their price target on shares of FactSet Research Systems from $525.00 to $480.00 and set a “neutral” rating on the stock in a research report on Friday, March 21st. Five investment analysts have rated the stock with a sell rating and five have assigned a hold rating to the company’s stock. According to data from MarketBeat.com, FactSet Research Systems has a consensus rating of “Hold” and an average price target of $436.27.

Insider Activity

In related news, CAO Gregory T. Moskoff sold 363 shares of the firm’s stock in a transaction dated Monday, March 24th. The shares were sold at an average price of $433.73, for a total value of $157,443.99. Following the completion of the sale, the chief accounting officer now directly owns 44 shares in the company, valued at approximately $19,084.12. This trade represents a 89.19 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. 1.10% of the stock is currently owned by insiders.

About Representative Donalds

Byron Donalds (Republican Party) is a member of the U.S. House, representing Florida’s 19th Congressional District. He assumed office on January 3, 2021. His current term ends on January 3, 2027.

Donalds (Republican Party) is running for re-election to the U.S. House to represent Florida’s 19th Congressional District. He declared candidacy for the 2026 election.

Byron Donalds was born in Brooklyn, New York, and lives in Naples, Florida. Donalds earned a bachelor’s degree in finance and marketing from Florida State University in 2002. His career experience includes working as a commercial credit officer in banking and as a portfolio manager in financial services.

About FactSet Research Systems

FactSet Research Systems Inc, a financial data company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth.