FactSet slides 6.5% as rate worries hit market sentiment; stock still weighed by margin and valuation concerns

FactSet Research Systems (FDS) is down 6.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The day’s decline appears more tied to broader risk-off trading and rate sensitivity than a single new FactSet-specific headline. Hotter inflation data increased concerns about tighter-for-longer policy, and FactSet—often valued as a steady, premium multiple data/software name—can sell off when discount rates rise. This could also reflect lingering investor sensitivity to margin pressure and the stock’s reset in valuation following recent results and analyst target reductions.

Details:

Sources:

FactSet Investor Relations, The Economic Times, Benzinga

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$FDS Insider Trading Activity

$FDS insiders have traded $FDS stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $FDS stock by insiders over the last 6 months:

• LAURIE SIEGEL has made 0 purchases and 2 sales selling 2,572 shares for an estimated $761,944.
• MALCOLM FRANK has made 0 purchases and 2 sales selling 2,572 shares for an estimated $760,547.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$FDS Hedge Fund Activity

We have seen 368 institutional investors add shares of $FDS stock to their portfolio, and 478 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 13,854,753 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $3,006,342,853
• BAMCO INC /NY/ added 1,069,786 shares (+58.8%) to their portfolio in Q4 2025, for an estimated $310,441,199
• MORGAN STANLEY removed 1,048,487 shares (-48.3%) from their portfolio in Q4 2025, for an estimated $304,260,442
• KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 1,032,637 shares (-99.5%) from their portfolio in Q4 2025, for an estimated $299,660,931
• MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. removed 797,614 shares (-93.2%) from their portfolio in Q4 2025, for an estimated $231,459,606
• AQR CAPITAL MANAGEMENT LLC added 689,891 shares (+4547.4%) to their portfolio in Q4 2025, for an estimated $200,199,469
• MARSHALL WACE, LLP added 482,980 shares (+490.7%) to their portfolio in Q4 2025, for an estimated $140,155,966

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$FDS Government Contracts

We have seen $1,166,615 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
• ACCESS TO OWNERSHIP DATABASE, SHARKREPELLENT DATABASE, AND ETF DATA FEED: $147,705
• FACTSET CORPORATE BOND INDENTIFIERS LICENSE CUSIP: $76,388
• SOFTWARE LICENSES: $74,375
• CUSIP RENEWAL: $70,200

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$FDS Congressional Stock Trading

Members of Congress have traded $FDS stock 5 times in the past 6 months. Of those trades, 2 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $FDS stock by members of Congress over the last 6 months:

• SENATOR SHELLEY MOORE CAPITO has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 03/31, 03/26, 03/25.
• REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/13, 11/18 and 0 sales.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$FDS Analyst Ratings

Wall Street analysts have issued reports on $FDS in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

• Goldman Sachs issued a "Sell" rating on 12/19/2025

To track analyst ratings and price targets for $FDS, check out Quiver Quantitative's $FDS forecast page.

$FDS 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 $295.0.

Here are some recent targets:

• Jason Haas from Wells Fargo set a target price of $200.0 on 04/01/2026
• Alex Kramm from UBS set a target price of $380.0 on 04/01/2026
• George Tong from Goldman Sachs set a target price of $217.0 on 04/01/2026
• Ashish Sabadra from RBC Capital set a target price of $243.0 on 03/18/2026
• Manav Patnaik from Barclays set a target price of $210.0 on 02/23/2026
• David Motemeden from Evercore ISI Group set a target price of $321.0 on 01/08/2026
• Jeffrey Silber from BMO Capital set a target price of $305.0 on 12/22/2025

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.