L'intérêt à découvert pour FactSet Research Systems donne aux investisseurs une idée du degré auquel les investisseurs parient sur la baisse de l'action de FactSet Research Systems. Les données sur l'intérêt à découvert sont mises à jour toutes les deux semaines.

FactSet Research Systems (NYSE:FDS) Stock, Rapport sur les intérêts à découvert

FactSet Research Systems

FactSet provides financial data and portfolio analytics to the Global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for 82% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.

FactSet Research Systems Inc. Common Stock

FactSet Research Systems Inc

Fifth District Bancorp, Inc. - Common Stock

Fifth District Bancorp Inc

WIIM

FactSet shares are trading higher after the company reported better-than-expected Q1 financial results.

The day after a volatile Federal Reserve meeting, Wall Street grappled with the stark reality of Fed Chair <a href="https://www.benzinga.com/topic/jerome-powell">Jerome Powell</a>&#8216;s cautious tone on cutting interest rates in 2024. The message left investors weighing the impact of higher-for-longer interest rates amid<a href="https://www.benzinga.com/economics/macro-economic-events/24/12/42585715/us-gdp-upwardly-revised-to-31-in-q3-jobless-claims-drop-more-than-expected-treasury-yields-hit-7-month-highs"> a still-resilient economy.</a>
Despite the hawkish undertones, stocks managed to stabilize, with major indices posting modest gains as dip-buyers emerged.
The S&amp;P 500 rose 0.5%, recovering from a steep 3% selloff on Wednesday—its worst one-day drop since September 2022. The Dow Jones Industrial Average gained 0.4%, attempting to break a staggering 10-day losing streak, its longest since 1974, while the tech-heavy Nasdaq 100 edged 0.3% higher. 
While equities regained some ground, market conviction remains tepid as investors brace for Friday's release of the November inflation report, a critical data point for the Federal Reserve&#8217;s future policy decisions. The report could either reaffirm the Fed's hawkish stance or inject hope for an <a href="https://www.benzinga.com/economics/macro-economic-events/24/12/42598354/wall-street-pins-hopes-on-fridays-crucial-fed-inflation-report-yet-a-miracle-is-needed-to-shift-the-narrative">lower-than-expected data.</a>
Thursday's economic data continued to underscore the resilience of the U.S. economy. Third-quarter GDP growth was upwardly revised from 2.8% to 3.1%, amid strong consumer spending. Weekly jobless claims fell to 220,000 last week, below forecasts of 230,000, signaling a still-tight labor market.
The bond market extended its selloff, with longer-dated Treasuries taking the biggest hit. Fixed-income investors remain under pressure, exacerbated by <a href="https://www.benzinga.com/24/12/42594797/trump-wants-to-get-rid-of-the-debt-ceiling-30-year-treasury-bonds-fall-to-2024-lows-stocks-cut-gains">recent comments from Donald Trump,</a> who floated the idea of eliminating the U.S. debt ceiling entirely—a development that could upend Treasury market dynamics.
In currency markets, the U.S. Dollar Index (DXY) rose 0.2%, hitting its highest level since November 2022, supported by robust economic data.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) remained flat at $100,000, following Wednesday&#8217;s 5.6% plunge.
<h3 class="wp-block-heading">Thursday&#8217;s Performance In Major US Indices</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day %chg</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,903.81</td>
<td>0.5%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>42,511.46</td>
<td>0.4%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,278.46</td>
<td>0.3%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,228.69</td>
<td>-0.1%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 12:10 p.m. ET </figcaption></figure>
According to&nbsp;<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent121924&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) rose 0.5% to $589.79.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)&nbsp;rose 0.5% to $426.40.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) edged 0.3% up to $517.89.</li>
<li>The&nbsp;iShares Russell 2000 ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) stalled at $220.70. </li>
<li>The&nbsp;Utilities Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) outperformed, up by 1%; the&nbsp;Materials Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLB#NYSE">XLB</a>) lagged, down 0.6%.</li>
</ul>
<h3 class="wp-block-heading">Thursday&#8217;s Stock Movers</h3>
<ul>
<li>Micron Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) plummeted over 16% after a weaker-than-expected guidance for fiscal 2025, eyeing the worst 1-day drop since March 2020. </li>
<li>Accenture plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>) rallied over 6% in reaction to stronger-than-expected quarterly earnings.</li>
<li>Other stocks reacting to earnings included Darden Restaurants Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DRI#NYSE">DRI</a>) up 15%, Cintas Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTAS#NASDAQ">CTAS</a>) down 10%, Paychex Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PAYX#NASDAQ">PAYX</a>), up 2.5%, ConAgra Brands Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAG#NYSE">CAG</a>), down 2%, FactSet Research Systems Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) up 3.3%, CarMax Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMX#NYSE">KMX</a>), up 4.3%, and Lamb Weston Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LW#NYSE">LW</a>), down 23%. </li>
<li>Major companies slated to report their earnings after the close include FedEx Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>) and Nike Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>). </li>
</ul>
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</ul>
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US Stocks Edge Up, Micron Suffers Worst Day Since March 2020, Bond Yields Surge: What's Driving Thursday's  Markets?

On Thursday, FactSet Research Systems Inc&nbsp;(NYSE:&nbsp;FDS) reported first-quarter 2025 sales growth of 4.9% year-on-year to $568.7 million, beating the&nbsp;analyst&nbsp;consensus estimate of $565.13 million.&nbsp;
Organic&nbsp;revenues grew by 4.7% year over year to $567.7 million during the first quarter of fiscal 2025.
Growth in GAAP and Organic revenues this quarter was driven by wealth, asset owners, <a target="_blank" href="https://www.benzinga.com/pressreleases/24/12/g42572464/factset-reports-results-for-first-quarter-2025" rel="noreferrer noopener">and institutional asset managers</a>.
Adjusted EPS of $4.37 beat the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus estimate of $4.26</a>.
Annual Subscription Value&nbsp;(ASV) was $2.27 billion. Organic ASV was $2.26 billion.
&#8220;We are off to a good start in fiscal 2025 and achieved solid operating performance through sustained cost discipline and execution against our growth initiatives and capital strategy,&#8221; said Helen Shan, FactSet&#8217;s CFO.
&#8220;As we enter our second quarter, we have a robust pipeline fueled by the strength of our diverse portfolio of innovative solutions that deliver value and resonate with our clients,&#8221; said Phil Snow, CEO of FactSet.&nbsp;
Adjusted operating margin remained consistent at 37.6%.&nbsp;EBITDA increased 5% to $229.86 million
Client count as of November&nbsp;30, 2024 was 8,249, a net increase of 32 clients in the past three months, driven by an increase in partners, private equity and venture capital and wealth. The count includes clients with ASV of $10,000 and more.
The user count increased by 1,886 to 218,267 in the past three months, primarily due to an increase in wealth management users.
Annual ASV retention was greater than 95%. When expressed as a percentage of clients, annual retention was 91%.
FY25 Outlook:&nbsp;FactSet&nbsp;reaffirms its <a target="_blank" href="https://www.benzinga.com/news/earnings/24/09/40936160/factset-research-q4-earnings-revenue-and-profit-beat-adds-188-new-clients-margin-boost-and-more" rel="noreferrer noopener">fiscal 2025 outlook</a>. The company expects revenue of $2.285 billion—$2.305 billion, versus the $2.301 billion estimate, and adjusted EPS of $16.80–$17.40, versus&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">the consensus of $17.17</a>.
Organic ASV is expected to grow between $90 million and $140 million during fiscal 2025, with an adjusted operating margin guidance of 36.0%- 37.0%.
Price Action: FDS stock is up 0.60% at $475.88 at the last check on Thursday.
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Earnings

Guidance

Tech

General

FactSet Beats Q1 Earnings On Higher Subscriptions, Sticks to Annual Guidance

Fiscal 2025 Expectations
•Organic ASV is expected to grow in the range of $90 million to $140 million during fiscal 2025.
•GAAP revenues are expected to be in the range of $2,285 million to $2,305 million.
•GAAP operating margin is expected to be in the range of 32.5% to 33.5%.
•Adjusted operating margin is expected to be in the range of 36.0% to 37.0%.
•FactSet's annual effective tax rate is expected to be in the range of 17% to 18%.
•GAAP diluted EPS is expected to be in the range of $15.10 to $15.70.
•Adjusted diluted EPS is expected to be in the range of $16.80 to $17.40.

FactSet Reaffirms FY25 Guidance: Sees Revenues Of $2.285B - $2.305B Vs. $2.301B Est., And Adjusted EPS Of $16.80 - $17.40 Vs. $17.17 Est.

FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) reported quarterly earnings of $4.37 per share which beat the analyst consensus estimate of $4.26 by 2.58 percent. This is a 6.07 percent increase over earnings of $4.12 per share from the same period last year. The company reported quarterly sales of $568.667 million which beat the analyst consensus estimate of $565.129 million by 0.63 percent. This is a 4.88 percent increase over sales of $542.216 million the same period last year.

Earnings Beats

FactSet Research Systems Q1 2025 Adj. EPS $4.37 Beats $4.26 Estimate, Sales $568.667M Beat $565.129M Estimate

<h3>Companies Reporting Before The Bell</h3>
• Lamb Weston Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LW#NYSE">LW</a>) is expected to report quarterly earnings at $1.01 per share on revenue of $1.67 billion. 
• Soho House (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHCO#NYSE">SHCO</a>) is expected to report quarterly loss at $0.01 per share on revenue of $332.86 million. 
• FuelCell Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FCEL#NASDAQ">FCEL</a>) is estimated to report quarterly loss at $1.80 per share on revenue of $40.83 million. 
• MBX Biosciences (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBX#NASDAQ">MBX</a>) is likely to report earnings for its third quarter. 
• Darden Restaurants (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DRI#NYSE">DRI</a>) is projected to report quarterly earnings at $2.02 per share on revenue of $2.87 billion. 
• Cintas (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTAS#NASDAQ">CTAS</a>) is expected to report quarterly earnings at $1.02 per share on revenue of $2.56 billion. 
• Paychex (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PAYX#NASDAQ">PAYX</a>) is expected to report quarterly earnings at $1.13 per share on revenue of $1.31 billion. 
• Conagra Brands (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAG#NYSE">CAG</a>) is projected to report quarterly earnings at $0.68 per share on revenue of $3.15 billion. 
• CarMax (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMX#NYSE">KMX</a>) is estimated to report quarterly earnings at $0.59 per share on revenue of $6.00 billion. 
• Accenture (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>) is likely to report quarterly earnings at $3.42 per share on revenue of $17.17 billion. 
• FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) is likely to report quarterly earnings at $4.25 per share on revenue of $564.74 million. 
<h3>Companies Reporting After The Bell</h3>
• Mobix Labs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MOBX#NASDAQ">MOBX</a>) is likely to report earnings for its fourth quarter. 
• Innovative Solns (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISSC#NASDAQ">ISSC</a>) is estimated to report earnings for its fourth quarter. 
• BlackBerry (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BB#NYSE">BB</a>) is projected to report quarterly loss at $0.01 per share on revenue of $149.98 million. 
• Scholastic (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SCHL#NASDAQ">SCHL</a>) is projected to report quarterly earnings at $2.61 per share on revenue of $584.04 million. 
• Mission Produce (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVO#NASDAQ">AVO</a>) is estimated to report quarterly earnings at $0.08 per share on revenue of $216.80 million. 
• Nike (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>) is likely to report quarterly earnings at $0.83 per share on revenue of $12.47 billion. 
• FedEx (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>) is estimated to report quarterly earnings at $3.95 per share on revenue of $22.14 billion. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

FCEL

ISSC

MOBX

SCHL

SHCO

Earnings Scheduled For December 19, 2024

FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) has outperformed the market over the past 20 years by 5.53% on an annualized basis producing an average annual return of 13.93%. Currently, FactSet Research Systems has a market capitalization of $18.56 billion. 
Buying $1000 In FDS: If an investor had bought $1000 of FDS stock 20 years ago, it would be worth $14,122.09 today based on a price of $488.61 for FDS at the time of writing.
<h3>FactSet Research Systems's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734105611_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

Here's How Much You Would Have Made Owning FactSet Research Systems Stock In The Last 20 Years

In the latest quarter, 11 analysts provided ratings for FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>), showcasing a mix of bullish and bearish perspectives.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">9</td>
<td align="right">1</td>
<td align="right">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">6</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $476.27, a high estimate of $525.00, and a low estimate of $380.00. Observing a 5.91% increase, the current average has risen from the previous average price target of $449.70. 
<img src="https://www.benzinga.com/files/images/story/2024/1734030068_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
A comprehensive examination of how financial experts perceive FactSet Research Systems is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Toni Kaplan</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Underweight</td>
<td>$409.00</td>
<td>$373.00</td>
</tr>
<tr>
<td>Ashish Sabadra</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Sector Perform</td>
<td>$503.00</td>
<td>$503.00</td>
</tr>
<tr>
<td>Alex Kramm</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$525.00</td>
<td>$485.00</td>
</tr>
<tr>
<td>Jeffrey Silber</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$521.00</td>
<td>$471.00</td>
</tr>
<tr>
<td>Russell Quelch</td>
<td>Redburn Atlantic</td>
<td>Lowers</td>
<td>Sell</td>
<td>$380.00</td>
<td>$420.00</td>
</tr>
<tr>
<td>David Motemeden</td>
<td>Evercore ISI Group</td>
<td>Announces</td>
<td>In-Line</td>
<td>$470.00</td>
<td>-</td>
</tr>
<tr>
<td>Jeffrey Silber</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$471.00</td>
<td>$440.00</td>
</tr>
<tr>
<td>Jason Haas</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$503.00</td>
<td>$435.00</td>
</tr>
<tr>
<td>Shlomo Rosenbaum</td>
<td>Stifel</td>
<td>Raises</td>
<td>Hold</td>
<td>$469.00</td>
<td>$451.00</td>
</tr>
<tr>
<td>Alex Kramm</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$485.00</td>
<td>$455.00</td>
</tr>
<tr>
<td>Ashish Sabadra</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Sector Perform</td>
<td>$503.00</td>
<td>$464.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to FactSet Research Systems. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of FactSet Research Systems compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of FactSet Research Systems's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of FactSet Research Systems's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/FDS/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on FactSet Research Systems analyst ratings.</a>
<h2>About FactSet Research Systems</h2>
FactSet provides financial data and portfolio analytics to the Global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for 82% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
<h3>Understanding the Numbers: FactSet Research Systems's Finances</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Revenue Growth: FactSet Research Systems's revenue growth over a period of 3 months has been noteworthy. As of 31 August, 2024, the company achieved a revenue growth rate of approximately 4.93%. This indicates a substantial increase in the company's top-line earnings. When compared to others in the Financials sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: FactSet Research Systems's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of 15.92%, the company may face hurdles in effective cost management.
Return on Equity (ROE): FactSet Research Systems's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 4.71% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): FactSet Research Systems's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 2.21%, the company showcases efficient use of assets and strong financial health.
Debt Management: The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of 0.82, caution is advised due to increased financial risk.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

11 Analysts Assess FactSet Research Systems: What You Need To Know

Morgan Stanley analyst Toni Kaplan maintains FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) with a Underweight and raises the price target from $373 to $409.

Price Target

Morgan Stanley Maintains Underweight on FactSet Research Systems, Raises Price Target to $409

FactSet Research Systems's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) short percent of float has fallen 6.98% since its last report. The company recently reported that it has 2.09 million shares sold short, which is 6.26% of all regular shares that are available for trading. Based on its trading volume, it would take traders 7.1 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>FactSet Research Systems Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1733922019_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for FactSet Research Systems has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing FactSet Research Systems's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, FactSet Research Systems's peer group average for short interest as a percentage of float is 2.63%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

How Is The Market Feeling About FactSet Research Systems?

FactSet Research Systems's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) short percent of float has fallen 3.72% since its last report. The company recently reported that it has 2.25 million shares sold short, which is 6.73% of all regular shares that are available for trading. Based on its trading volume, it would take traders 10.48 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>FactSet Research Systems Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1732122031_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for FactSet Research Systems has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing FactSet Research Systems's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, FactSet Research Systems's peer group average for short interest as a percentage of float is 2.46%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Peering Into FactSet Research Systems's Recent Short Interest

RBC Capital analyst Ashish Sabadra reiterates FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) with a Sector Perform and maintains $503 price target.

Reiteration

RBC Capital Reiterates Sector Perform on FactSet Research Systems, Maintains $503 Price Target

UBS analyst Alex Kramm maintains FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) with a Neutral and raises the price target from $485 to $525.

UBS Maintains Neutral on FactSet Research Systems, Raises Price Target to $525

In the preceding three months, 8 analysts have released ratings for FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>), presenting a wide array of perspectives from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">7</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">6</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for FactSet Research Systems, revealing an average target of $475.25, a high estimate of $521.00, and a low estimate of $380.00. This current average reflects an increase of 6.08% from the previous average price target of $448.00. 
<img src="https://www.benzinga.com/files/images/story/2024/1731679208_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
The standing of FactSet Research Systems among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Jeffrey Silber</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$521.00</td>
<td>$471.00</td>
</tr>
<tr>
<td>Russell Quelch</td>
<td>Redburn Atlantic</td>
<td>Lowers</td>
<td>Sell</td>
<td>$380.00</td>
<td>$420.00</td>
</tr>
<tr>
<td>David Motemeden</td>
<td>Evercore ISI Group</td>
<td>Announces</td>
<td>In-Line</td>
<td>$470.00</td>
<td>-</td>
</tr>
<tr>
<td>Jeffrey Silber</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$471.00</td>
<td>$440.00</td>
</tr>
<tr>
<td>Jason Haas</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$503.00</td>
<td>$435.00</td>
</tr>
<tr>
<td>Shlomo Rosenbaum</td>
<td>Stifel</td>
<td>Raises</td>
<td>Hold</td>
<td>$469.00</td>
<td>$451.00</td>
</tr>
<tr>
<td>Alex Kramm</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$485.00</td>
<td>$455.00</td>
</tr>
<tr>
<td>Ashish Sabadra</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Sector Perform</td>
<td>$503.00</td>
<td>$464.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to FactSet Research Systems. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of FactSet Research Systems compared to the broader market.</li>
<li>Price Targets: Analysts explore the dynamics of price targets, providing estimates for the future value of FactSet Research Systems's stock. This examination reveals shifts in analysts' expectations over time.</li>
</ul>
To gain a panoramic view of FactSet Research Systems's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/FDS/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on FactSet Research Systems analyst ratings.</a>
<h2>Unveiling the Story Behind FactSet Research Systems</h2>
FactSet provides financial data and portfolio analytics to the Global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for 82% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
<h3>FactSet Research Systems's Financial Performance</h3>
Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.
Revenue Growth: Over the 3 months period, FactSet Research Systems showcased positive performance, achieving a revenue growth rate of 4.93% as of 31 August, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Financials sector.
Net Margin: FactSet Research Systems's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of 15.92%, the company may face hurdles in effective cost management.
Return on Equity (ROE): FactSet Research Systems's ROE stands out, surpassing industry averages. With an impressive ROE of 4.71%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): FactSet Research Systems's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 2.21%, the company showcases efficient use of assets and strong financial health.
Debt Management: FactSet Research Systems's debt-to-equity ratio stands notably higher than the industry average, reaching 0.82. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
<h2>What Are Analyst Ratings?</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
Which Stocks Are Analysts Recommending Now?
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

A Closer Look at 8 Analyst Recommendations For FactSet Research Systems

BMO Capital analyst Jeffrey Silber maintains FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) with a Market Perform and raises the price target from $471 to $521.

BMO Capital Maintains Market Perform on FactSet Research Systems, Raises Price Target to $521

FactSet Sets New Medium-term Outlook: Organic ASV Growth Of Mid-To-High Single Digits On Average Annually Through FY28, Adjusted EPS Growth Of High Single Digits To Low Double Digits On Average Annually Through FY28

FactSet Reaffirms FY25 Guidance With Revenues Of $2.285B - $2.305B  (Est $2.301B), Adjusted EPS Of $16.80 - $17.40 (Est $17.16)

On November 4, Costigan, Chief Data Officer at FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>), executed a strategic insider move by acquiring stock options for 3,569 shares.
What Happened: Revealed in a Form 4 filing on Monday with the <a href="https://www.sec.gov/Archives/edgar/data/0001013237/000101323724000152//Archives/edgar/data/1013237/000101323724000152/0001013237-24-000152-index.htm">U.S. Securities and Exchange Commission</a>, Costigan, Chief Data Officer at FactSet Research Systems, strategically acquired stock options for 3,569 shares of FDS. These options empower Costigan to buy the company's stock at a favorable exercise price of $458.8 per share.
FactSet Research Systems shares are trading down 0.12% at $461.26 at the time of this writing on Tuesday morning. Since the current price is $461.26, this makes Costigan's 3,569 shares worth $8,779.
<h3>Get to Know FactSet Research Systems Better</h3>
FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for 82% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
<h3>Understanding the Numbers: FactSet Research Systems's Finances</h3>
Revenue Growth: Over the 3 months period, FactSet Research Systems showcased positive performance, achieving a revenue growth rate of 4.93% as of 31 August, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Financials sector.
Insights into Profitability:
<ul>
<li>
Gross Margin: The company shows a low gross margin of 54.07%, suggesting potential challenges in cost control and profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): FactSet Research Systems's EPS outshines the industry average, indicating a strong bottom-line trend with a current EPS of 2.35.
</li>
</ul>
Debt Management: FactSet Research Systems's debt-to-equity ratio is notably higher than the industry average. With a ratio of 0.82, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
Insights into Valuation Metrics:
<ul>
<li>
Price to Earnings (P/E) Ratio: The Price to Earnings ratio of 33.2 is lower than the industry average, indicating potential undervaluation for the stock.
</li>
<li>
Price to Sales (P/S) Ratio: With a P/S ratio of 8.1 below industry standards, the stock shows potential undervaluation, making it an appealing investment option for those focusing on sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): At 21.34, FactSet Research Systems's EV/EBITDA ratio reflects a below-par valuation compared to industry averages signalling undervaluation
</li>
</ul>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
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<h3>Why Insider Transactions Are Important</h3>
Insider transactions shouldn't be used primarily to make an investing decision, however an insider transaction can be an important factor in the investing decision. 
When discussing legal matters, the term "insider" refers to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as stipulated in Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and significant hedge funds. Such insiders are required to report their transactions through a Form 4 filing, which must be completed within two business days of the transaction.
A new purchase by a company insider is a indication that they anticipate the stock will rise.
On the other hand, insider sells may not necessarily indicate a bearish view and can be motivated by various factors.
<h3>Transaction Codes Worth Your Attention</h3>
When it comes to transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> tend to focus on those in the open market, detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S indicates a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001013237">Check Out The Full List Of FactSet Research Systems's Insider Trades.</a>
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

John Costigan Takes A Bullish Stance, Acquiring In FactSet Research Systems Stock Options

In a recent SEC filing, it was disclosed that Helen Shan, EVP at FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>), made a noteworthy acquisition of company stock options on November 4,.
What Happened: Disclosed in a Form 4 filing on Monday with the <a href="https://www.sec.gov/Archives/edgar/data/0001013237/000101323724000155//Archives/edgar/data/1013237/000101323724000155/0001013237-24-000155-index.htm">U.S. Securities and Exchange Commission</a>, Shan, EVP at FactSet Research Systems, made a strategic derivative acquisition. This involved acquiring stock options for 6,762 shares of FDS, providing the right to buy the company's stock at an exercise price of $458.8 per share.
FactSet Research Systems shares are trading, exhibiting down of 0.12% and priced at $461.26 during Tuesday's morning. This values Shan's 6,762 shares at $16,634.
<h3>Discovering FactSet Research Systems: A Closer Look</h3>
FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for 82% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
<h3>Breaking Down FactSet Research Systems's Financial Performance</h3>
Revenue Growth: FactSet Research Systems displayed positive results in 3 months. As of 31 August, 2024, the company achieved a solid revenue growth rate of approximately 4.93%. This indicates a notable increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Financials sector.
Interpreting Earnings Metrics:
<ul>
<li>
Gross Margin: The company shows a low gross margin of 54.07%, suggesting potential challenges in cost control and profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): FactSet Research Systems's EPS is a standout, portraying a positive bottom-line trend that exceeds the industry average with a current EPS of 2.35.
</li>
</ul>
Debt Management: The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of 0.82, caution is advised due to increased financial risk.
Valuation Analysis:
<ul>
<li>
Price to Earnings (P/E) Ratio: The current P/E ratio of 33.2 is below industry norms, indicating potential undervaluation and presenting an investment opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: The P/S ratio of 8.1 is lower than the industry average, implying a discounted valuation for FactSet Research Systems's stock in relation to sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): Indicated by a lower-than-industry-average EV/EBITDA ratio of 21.34, the company suggests a potential undervaluation, which might be advantageous for value-focused investors.
</li>
</ul>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
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<h3>Unmasking the Significance of Insider Transactions</h3>
Insider transactions are not the sole determinant of investment choices, but they are a factor worth considering.
Within the legal framework, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities as per Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are mandated to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
The initiation of a new purchase by a company insider serves as a strong indication that they expect the stock to rise.
However, insider sells may not always signal a bearish view and can be influenced by various factors.
<h3>Essential Transaction Codes Unveiled</h3>
Surveying the realm of stock transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> often give prominence to those unfolding in the open market, systematically detailed in Table I of the Form 4 filing. A P in Box 3 indicates a purchase, while S signifies a sale. Transaction code C denotes the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001013237">Check Out The Full List Of FactSet Research Systems's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;utm_source=benzinga-insights">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Helen Shan Sees Potential Growth And Acquires In FactSet Research Systems Stock Options

A substantial acquisition of company stock options by Kristina W Karnovsky, EVP at FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) was reported on November 4, based on a new SEC filing.
What Happened: A Form 4 filing from the <a href="https://www.sec.gov/Archives/edgar/data/0001013237/000101323724000159//Archives/edgar/data/1013237/000101323724000159/0001013237-24-000159-index.htm">U.S. Securities and Exchange Commission</a> on Monday showed that Karnovsky, EVP at FactSet Research Systems, a company in the Financials sector, acquired stock options for 3,757 shares of FDS. The options allow Karnovsky to buy the company's stock at $458.8 per share.
FactSet Research Systems shares are trading, exhibiting down of 0.12% and priced at $461.26 during Tuesday's morning. This values Karnovsky's 3,757 shares at $20,588.
<h3>Get to Know FactSet Research Systems Better</h3>
FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for 82% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
<h3>Unraveling the Financial Story of FactSet Research Systems</h3>
Positive Revenue Trend: Examining FactSet Research Systems's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 4.93% as of 31 August, 2024, showcasing a substantial increase in top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Financials sector.
Exploring Profitability:
<ul>
<li>
Gross Margin: The company issues a cost efficiency warning with a low gross margin of 54.07%, indicating potential difficulties in maintaining profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): FactSet Research Systems's EPS is a standout, portraying a positive bottom-line trend that exceeds the industry average with a current EPS of 2.35.
</li>
</ul>
Debt Management: FactSet Research Systems's debt-to-equity ratio surpasses industry norms, standing at 0.82. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
Financial Valuation:
<ul>
<li>
Price to Earnings (P/E) Ratio: The P/E ratio of 33.2 is lower than the industry average, implying a discounted valuation for FactSet Research Systems's stock.
</li>
<li>
Price to Sales (P/S) Ratio: The Price to Sales ratio is 8.1, which is lower than the industry average. This suggests a possible undervaluation based on sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): At 21.34, FactSet Research Systems's EV/EBITDA ratio reflects a below-par valuation compared to industry averages signalling undervaluation
</li>
</ul>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
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<h3>The Impact of Insider Transactions on Investments</h3>
It's important to note that insider transactions alone should not dictate investment decisions, but they can provide valuable insights.
In the context of legal matters, the term "insider" refers to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as outlined by Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and significant hedge funds. Such insiders are obligated to report their transactions through a Form 4 filing, which must be completed within two business days of the transaction.
Pointing towards optimism, a company insider's new purchase signals their positive anticipation for the stock to rise.
Despite insider sells not always signaling a bearish sentiment, they can be driven by various factors.
<h3>A Closer Look at Important Transaction Codes</h3>
Surveying the realm of stock transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> often give prominence to those unfolding in the open market, systematically detailed in Table I of the Form 4 filing. A P in Box 3 indicates a purchase, while S signifies a sale. Transaction code C denotes the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001013237">Check Out The Full List Of FactSet Research Systems's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;utm_source=benzinga-insights">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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