There have been multiple transactions in shares of FactSet Research Systems Inc. (FDS) by various asset management groups including Impax, Acadian, ProShare Advisors and PFG Advisors. At the same time, stakeholders, such as Conestoga Capital Advisors and Vestmark Advisory Solutions, reduced their shareholdings. Interest in FDS is shown by certain board and executive members, attempting to signal a valuation opportunity. The company reported a record growth in the Q4 2025 Earnings Call, despite missing estimates, possibly due to their AI investments and bonus costs. This was accompanied by increases in profit margins and improved dividend growth. However, a downturn noted in Q3 and Q2, marked by the retirement of the CEO, seems to have impacted its valuation, with Wells Fargo cutting their price target. FDS has shifted toward AI-powered data integration in its workstations, although questions have been raised regarding its AI strategy. This all has been reflected in stock market performance, mirroring the ups and downs of FDS’s own trajectory.
Factset Research Systems FDS News Analytics from Fri, 28 Mar 2025 07:00:00 GMT to Sat, 15 Nov 2025 11:57:49 GMT - Rating 3 - Innovation 5 - Information 8 - Rumor 2
