Earnings Anticipation: Discussions on social media are heating up as FactSet Research Systems approaches its Q1 2026 earnings release, expected on December 18th. Many users are speculating on whether the company will meet analyst expectations of $4.41 earnings per share and revenue of over $606 million. The buzz reflects a mix of cautious optimism and concern over competitive pressures.
AI Data Innovation: Another hot topic is FactSet’s recent launch of an AI-ready data server, which has sparked excitement among some on social media. Commentators are highlighting the potential for this move to position the company as a leader in financial data innovation. However, a few voices express skepticism about the immediate impact on stock performance.
Note: This discussion summary was generated from an AI condensation of post data.
FactSet Research Systems Insider Trading Activity
FactSet Research Systems insiders have traded $FDS stock on the open market 18 times in the past 6 months. Of those trades, 4 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $FDS stock by insiders over the last 6 months:
- CHRISTOPHER R ELLIS (EVP, Initiatives & P'ships) has made 0 purchases and 5 sales selling 7,606 shares for an estimated $3,398,637.
- JAMES J MCGONIGLE has made 0 purchases and 3 sales selling 2,925 shares for an estimated $1,320,310.
- GREGORY T MOSKOFF (MD,Controller and CAO) has made 0 purchases and 5 sales selling 2,500 shares for an estimated $1,106,508.
- GORAN SKOKO (EVP, Chief Revenue Officer) purchased 500 shares for an estimated $126,465
- HELEN L. SHAN (EVP, Chief Financial Officer) purchased 370 shares for an estimated $101,927
- CHRISTOPHER MCLOUGHLIN (Chief Legal Officer) has made 2 purchases buying 337 shares for an estimated $100,000 and 0 sales.
- BARAK EILAM sold 1 shares for an estimated $283
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
FactSet Research Systems Revenue
FactSet Research Systems had revenues of $596.9M in Q4 2025. This is an increase of 6.17% from the same period in the prior year.
You can track FDS financials on Quiver Quantitative's FDS stock page.
FactSet Research Systems Hedge Fund Activity
We have seen 372 institutional investors add shares of FactSet Research Systems stock to their portfolio, and 487 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAMCO INC /NY/ removed 412,857 shares (-18.5%) from their portfolio in Q3 2025, for an estimated $118,279,401
- JPMORGAN CHASE & CO removed 281,332 shares (-67.2%) from their portfolio in Q3 2025, for an estimated $80,598,804
- CITADEL ADVISORS LLC added 273,722 shares (+113.9%) to their portfolio in Q3 2025, for an estimated $78,418,615
- TWO SIGMA INVESTMENTS, LP added 260,557 shares (+1356.3%) to their portfolio in Q3 2025, for an estimated $74,646,974
- MORGAN STANLEY removed 205,645 shares (-8.7%) from their portfolio in Q3 2025, for an estimated $58,915,236
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 203,307 shares (+56.8%) to their portfolio in Q3 2025, for an estimated $58,245,422
- PFG ADVISORS removed 186,827 shares (-97.3%) from their portfolio in Q3 2025, for an estimated $53,524,067
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
FactSet Research Systems Government Contracts
We have seen $1,695,591 of award payments to $FDS over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- GLOBAL MARKET PRICING DATA SUBSCRIPTION.: $490,000
- SOFTWARE LICENSES: $330,000
- FACTSET PREMIUM WORKSTATIONS FOR UP TO 7 USERS.: $168,357
- ACCESS TO OWNERSHIP DATABASE, SHARKREPELLENT DATABASE, AND ETF DATA FEED: $147,705
- FACTSET WORKSTATION SUBSCRIPTION SOFTWARE: $142,480
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
FactSet Research Systems Analyst Ratings
Wall Street analysts have issued reports on $FDS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 09/22/2025
- Wells Fargo issued a "Underweight" rating on 09/05/2025
- Morgan Stanley issued a "Underweight" rating on 06/24/2025
To track analyst ratings and price targets for FactSet Research Systems, check out Quiver Quantitative's $FDS forecast page.
FactSet Research Systems Price Targets
Multiple analysts have issued price targets for $FDS recently. We have seen 9 analysts offer price targets for $FDS in the last 6 months, with a median target of $328.0.
Here are some recent targets:
- Jason Haas from Wells Fargo set a target price of $260.0 on 12/05/2025
- Alex Kramm from UBS set a target price of $425.0 on 09/22/2025
- David Motemeden from Evercore ISI Group set a target price of $328.0 on 09/19/2025
- Shlomo Rosenbaum from Stifel set a target price of $372.0 on 09/19/2025
- Manav Patnaik from Barclays set a target price of $300.0 on 09/19/2025
- Jeffrey Silber from BMO Capital set a target price of $324.0 on 09/19/2025
- Toni Kaplan from Morgan Stanley set a target price of $293.0 on 09/19/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
