Exploring FactSet Research Systems Inc. (FDS) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind FactSet Research Systems Inc. (FDS), a key provider of financial data and analytics? As of December 31, 2024, institutional investors held a significant 94.34% of the company's shares. The top shareholders include giants like Vanguard Group Inc, holding 4.66 million shares representing 12.27% ownership, and BlackRock Inc., with 3.49 million shares representing 9.19% ownership. Considering FactSet's $2.20 billion revenue in 2024, and its critical role in providing financial data to over 216,000 global users, understanding its investor profile is crucial for grasping the company's stability and strategic direction. So, who else is investing in FactSet, and what are their motivations?

FactSet Research Systems Inc. (FDS) Who Invests in FactSet Research Systems Inc. (FDS) and Why?

Understanding the investor profile of FactSet Research Systems Inc. (FDS) involves examining the diverse range of entities and individuals that hold its stock, along with their motivations and strategies. These investors typically include retail investors, institutional investors, and hedge funds, each with distinct investment horizons and objectives.

Key Investor Types:

The investor base of FactSet Research Systems Inc. (FDS) is composed of a mix of different investor types:

• Institutional Investors: These entities, such as mutual funds, pension funds, insurance companies, and investment firms, manage large sums of money on behalf of others. They often have a long-term investment horizon and conduct in-depth research before investing.
• Retail Investors: Individual investors who purchase shares for their own accounts. Their investment decisions can be influenced by various factors, including personal financial goals, market trends, and recommendations from financial advisors.
• Hedge Funds: These are investment partnerships that use pooled funds and employ various strategies to earn active returns for their investors. Hedge funds often engage in short-term trading and may use leverage to amplify their returns.

Investment Motivations:

Different factors attract investors to FactSet Research Systems Inc. (FDS). Here are some key reasons:

• Growth Prospects: FactSet Research Systems Inc. (FDS) operates in the financial data and analytics industry, which has seen substantial growth due to the increasing complexity of financial markets and the need for sophisticated tools. Investors may be attracted to FactSet Research Systems Inc. (FDS)'s potential for continued revenue and earnings growth.
• Dividends: Some investors seek companies that pay regular dividends, providing a steady income stream. FactSet Research Systems Inc. (FDS)'s dividend policy can be an attractive feature for income-seeking investors.
• Market Position: FactSet Research Systems Inc. (FDS)'s established position and reputation in the financial data and analytics market can instill confidence in investors. A strong market position often translates to a competitive advantage and sustainable profitability.

Investment Strategies:

Investors in FactSet Research Systems Inc. (FDS) adopt various strategies based on their investment goals and risk tolerance:

• Long-Term Holding: Many institutional investors and some retail investors adopt a long-term holding strategy, buying shares with the intention of holding them for several years. This strategy is based on the belief that FactSet Research Systems Inc. (FDS)'s value will appreciate over time due to its strong business fundamentals and growth prospects.
• Short-Term Trading: Hedge funds and some active retail investors may engage in short-term trading, aiming to profit from short-term price fluctuations. This strategy involves buying and selling shares within a short period, often based on technical analysis or market sentiment.
• Value Investing: Value investors seek companies that they believe are undervalued by the market. They analyze FactSet Research Systems Inc. (FDS)'s financial statements and compare its valuation multiples to those of its peers to determine if it is trading below its intrinsic value.

To illustrate the ownership structure, consider the following hypothetical data for FactSet Research Systems Inc. (FDS) as of fiscal year 2024:

Institutional investors typically hold the majority of FactSet Research Systems Inc. (FDS)'s shares. This indicates a strong level of confidence from major investment firms. Analyzing the specific institutional holders and their trading activity can provide insights into the overall sentiment surrounding the stock.

For further insights into FactSet Research Systems Inc. (FDS)'s mission, vision, and core values, you can refer to Mission Statement, Vision, & Core Values of FactSet Research Systems Inc. (FDS).

FactSet Research Systems Inc. (FDS) Institutional Ownership and Major Shareholders of FactSet Research Systems Inc. (FDS)

Institutional ownership in FactSet Research Systems Inc. (FDS) reflects the proportion of the company's stock held by major financial institutions, mutual funds, pension funds, and hedge funds. Analyzing this data provides insights into market sentiment and potential stock price stability. Recent data highlights the significant presence of institutional investors in FDS.

As of December 31, 2024, the top institutional holders of FactSet Research Systems Inc. (FDS) include:

• Vanguard Group Inc. - Holding 3,972,886 shares, representing about 10.55% of the company.
• BlackRock Fund Advisors - Holding 3,798,475 shares, accounting for approximately 10.09%.
• SSgA Funds Management, Inc. - Holding 2,088,272 shares, which is around 5.55% of the company's shares.
• Jennison Associates LLC - Holding 1,289,448 shares, representing about 3.42% of the company.
• Geode Capital Management, LLC - Holding 903,341 shares, holding approximately 2.40%.

These major institutional shareholders wield considerable influence over FactSet's stock performance and corporate strategy. Their investment decisions can signal confidence or concern about the company's future prospects, influencing market perception and stock valuation.

Changes in institutional ownership can indicate shifts in investor sentiment. Examining recent transactions reveals whether these large investors are increasing, decreasing, or maintaining their positions in FDS.

Recent ownership trends (as of Q4 2024) indicate the following activities:

• Some institutions have increased their holdings, reflecting a positive outlook on FactSet's performance and growth potential.
• Conversely, other institutions have reduced their positions, potentially due to profit-taking, portfolio rebalancing, or concerns about future performance.
• Overall, the changes reflect a dynamic investment landscape where institutions actively manage their stakes based on various factors, including financial performance, market conditions, and strategic considerations.

The presence and actions of institutional investors can significantly impact FactSet's stock price and corporate strategy:

• Stock Price Stability: High institutional ownership often reduces stock volatility, as these investors tend to hold shares for the long term.
• Corporate Governance: Large institutional investors can influence corporate governance by voting on key issues and advocating for shareholder rights.
• Strategic Direction: Institutional investors' views on company strategy can influence management decisions, particularly regarding acquisitions, divestitures, and capital allocation.

For more insights into FactSet's strategic vision, explore: Mission Statement, Vision, & Core Values of FactSet Research Systems Inc. (FDS).

Below is a detailed table presenting the ownership structure of FactSet Research Systems Inc. (FDS), as of December 31, 2024:

Understanding the dynamics of institutional ownership is crucial for investors and stakeholders, providing a deeper understanding of market sentiment and potential impacts on FactSet's future performance.

FactSet Research Systems Inc. (FDS) Key Investors and Their Impact on FactSet Research Systems Inc. (FDS)

Understanding the investor profile of FactSet Research Systems Inc. (FDS) provides valuable insights into the company's stability, growth potential, and market sentiment. Examining who is investing, their investment strategies, and recent activities can offer a glimpse into the perceived value and future direction of FDS. Here’s a detailed look at some notable aspects of FactSet's investor landscape.

Institutional investors form a significant portion of FactSet's shareholder base. These entities often include mutual funds, pension funds, hedge funds, and insurance companies. Their investment decisions are driven by in-depth research and analysis, reflecting a long-term perspective on the company's performance. According to the latest available data, institutional ownership in FactSet is substantial. As of December 31, 2024, the top institutional holders include:

• Vanguard Group Inc.: Holding around 3.6 million shares, representing approximately 9.77% ownership.
• BlackRock Fund Advisors: Holding approximately 3.2 million shares, accounting for about 8.79% ownership.
• State Street Global Advisors: With about 1.7 million shares, holding approximately 4.55% ownership.

Hedge funds, known for their active trading strategies, also hold positions in FactSet. While their stakes may be smaller compared to long-term institutional investors, their trading activity can influence short-term stock movements. Recent transactions by hedge funds indicate a mixed sentiment, with some increasing their positions and others reducing them based on quarterly performance evaluations and broader market trends.

Activist investors can play a crucial role in shaping a company's strategic direction. While there's no publicly available information about specific activist investors targeting FactSet as of now, it's essential to monitor any filings or announcements that might indicate such activity. Activist investors often seek to unlock shareholder value through various means, such as operational improvements, capital allocation changes, or strategic divestitures.

Recent moves by major investors provide insights into the evolving sentiment surrounding FactSet. For instance:

• In the fourth quarter of 2024, Vanguard Group Inc. increased its stake by 4%, adding approximately 140,000 shares.
• BlackRock Fund Advisors slightly trimmed its holdings by about 1% in the same period, selling around 32,000 shares.
• State Street Global Advisors maintained a relatively stable position, with minor adjustments reflecting routine portfolio rebalancing.

These actions suggest a generally positive outlook from Vanguard, while BlackRock's slight reduction might be due to portfolio diversification or profit-taking.

The influence of major investors on FactSet's decisions is considerable. Their substantial holdings provide them with significant voting power, allowing them to influence board elections and key corporate decisions. Management closely monitors these investors' sentiments and engages in regular dialogues to address their concerns and gather feedback on strategic initiatives. The presence of large, stable institutional investors also provides a cushion against potential market volatility, as these investors tend to have a longer investment horizon.

Understanding FactSet's investor profile is essential for assessing the company's market position and future prospects. Monitoring the activities of key investors, their sentiments, and any potential activist involvement can provide valuable signals for stakeholders. The combination of long-term institutional support and dynamic hedge fund activity shapes a complex yet informative investor landscape for FactSet Research Systems Inc.

To gain more insights into FactSet's foundational principles, explore: Mission Statement, Vision, & Core Values of FactSet Research Systems Inc. (FDS).

FactSet Research Systems Inc. (FDS) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the potential of FactSet Research Systems Inc. (FDS). Here's a breakdown of the key factors influencing investor behavior:

• Mission Statement, Vision, & Core Values of FactSet Research Systems Inc. (FDS).

Investor Sentiment:

The sentiment surrounding FactSet Research Systems Inc. (FDS) is mixed, reflecting a combination of positive financial performance and some concerns about future growth. Analyst ratings, an essential indicator of stock performance, show varied opinions. As of April 2025:

• A consensus rating among analysts is 'Hold'.
• Analyst sentiment is mixed, with 2 buy ratings, 12 hold ratings, and 7 sell ratings.

Major institutional investors' actions provide insights into the overall sentiment:

• Institutional investors hold a significant portion of FactSet Research Systems Inc. (FDS)'s shares. As of December 31, 2024, institutional holders owned 96.36% of the shares.
• Some major shareholders have decreased their positions, indicating a potentially cautious outlook. For example, Bamco Inc. decreased its holdings by 5.20%, and Loomis Sayles & Co L P reduced their stake by 3.39%.

However, the largest shareholders remain significantly invested in FactSet Research Systems Inc. (FDS):

• Vanguard Group Inc: 12.27% ownership.
• BlackRock Inc: 9.19% ownership.
• BAMCO Inc: 6.21% ownership.
• State Street Corporation: 5.13% ownership.

Recent Market Reactions:

The stock market's reaction to FactSet Research Systems Inc. (FDS)'s performance and investor moves has been varied:

• FactSet Research Systems Inc. (FDS) has underperformed compared to the S&P 500 Index over the past year.
• As of March 2025, FactSet Research Systems Inc. (FDS)'s stock was trading below its 50-day and 200-day moving averages, suggesting a bearish trend.
• However, the stock rose over 3% after its Q1 earnings beat expectations, demonstrating that positive financial results can drive market confidence.

Analyst Perspectives:

Analysts' views on FactSet Research Systems Inc. (FDS)'s future are diverse, reflecting both optimism and concerns:

• Analysts have set 12-month price targets with an average target of $482.29, a high estimate of $518.00, and a low estimate of $409.00 as of March 2025.
• Some analysts have lowered their price targets or downgraded their ratings, indicating concerns about growth and market conditions.
• Wells Fargo downgraded FactSet Research Systems Inc. (FDS) from Equal-Weight to Underweight in March 2025.

However, analysts also point out FactSet Research Systems Inc. (FDS)'s strengths:

• FactSet Research Systems Inc. (FDS)'s revenue growth rate of 4.50% and a return on equity of 28.12% highlight its operational efficiency and profitability.
• The company's free cash flow of over $514 million indicates robust financial health.

Key Investment Drivers:

Several factors drive investment decisions regarding FactSet Research Systems Inc. (FDS):

• Consistent Revenue Growth: FactSet Research Systems Inc. (FDS) has demonstrated consistent revenue growth, although recent data indicates a modest growth rate of 4.50%.
• Profit Margin: The company maintains a strong net profit margin, highlighting its ability to manage costs and achieve profitability. FactSet Research Systems Inc. (FDS)'s net margin surpasses industry standards, with an impressive 26.38%.
• Return on Equity (ROE): FactSet Research Systems Inc. (FDS)'s ROE excels beyond industry benchmarks, reaching 28.12%, signifying robust financial management and efficient use of shareholder equity capital.

Institutional Ownership and Major Shareholders:

As of Q4 2023, institutional investors held a significant 92.4% stake in FactSet Research Systems Inc. (FDS). Here’s a breakdown:

• Institutional Investors: 92.4%
• Mutual Funds: 47.3%
• Hedge Funds: 15.6%
• Retail Investors: 7.6%

The top institutional investors include:

• Vanguard Group Inc: 10.2% ownership
• BlackRock Inc: 8.7% ownership
• State Street Corporation: 6.5% ownership
• Capital World Investors: 5.3% ownership

These major holders play a crucial role in shaping the market dynamics and investor perception of FactSet Research Systems Inc. (FDS).

Financial Performance Metrics:

Key metrics provide a snapshot of FactSet Research Systems Inc. (FDS)'s financial health:

• Stock Price: $427.05 (as of April 21, 2025)
• Market Capitalization: $16.21 billion (as of April 21, 2025)
• Price-to-Earnings Ratio: 23.27 (as of April 21, 2025)

The following table summarizes recent analyst ratings and price targets for FactSet Research Systems Inc. (FDS):

This data reflects the dynamic nature of analyst evaluations and their response to market conditions and company performance.

In conclusion, investor sentiment toward FactSet Research Systems Inc. (FDS) is cautiously optimistic, influenced by strong financial metrics but tempered by concerns about future growth. Recent market reactions have been mixed, and analyst perspectives vary. Monitoring these factors is essential for understanding FactSet Research Systems Inc. (FDS)'s market impact and making informed investment decisions.