FactSet Research Systems has recently attracted notable investments, with Jefferies Financial Group, Charles Schwab Investment Management and others increasing their holdings while JPMorgan Chase & Co. sold some shares. While its stock dropped notably in Q3, possibly due to a less than stellar earnings report and executive insider buying resulting in a valuation opportunity. The firm is heavily invested in AI and its implementation recently caused a miss in its guidance, but it could provide long-term strengths. The company's CEO succession announcement might also influence investor sentiment. Q4 results showed record growth despite missing estimates. FactSet also integrated AI-powered data from MarketAxess into its workstations, raising questions about its performance in financial data analytics. Meanwhile, its dividend policy remains steady. Some exit positions units were noted, like Conestoga Capital Advisors which sold its stake while UBS upgrades FactSet. The company's stocks were negatively affected by a price target cut by Wells Fargo but there was also a growing sentiment among experts that the stock may now be undervalued.
Factset Research Systems FDS News Analytics from Thu, 19 Jun 2025 07:00:00 GMT to Sat, 29 Nov 2025 10:50:31 GMT -
Rating 1
- Innovation 4
- Information -3
- Rumor 2
