FactSet Research Ownership

FDS Stock  USD 491.05  3.43  0.70%   
FactSet Research holds a total of 37.99 Million outstanding shares. The majority of FactSet Research Systems outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to obtain positions in FactSet Research Systems to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in FactSet Research. Please pay attention to any change in the institutional holdings of FactSet Research Systems as this could imply that something significant has changed or is about to change at the company. Please note that on August 21, 2024, Representative Jared Moskowitz of US Congress acquired under $15k worth of FactSet Research Systems's common stock.
 
Shares in Circulation  
First Issued
1996-06-30
Previous Quarter
38.6 M
Current Value
38.5 M
Avarage Shares Outstanding
47 M
Quarterly Volatility
12.9 M
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as FactSet Research in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of FactSet Research, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
Dividends Paid is likely to gain to about 158.2 M in 2024, whereas Dividend Yield is likely to drop 0.01 in 2024. Common Stock Shares Outstanding is likely to gain to about 46.9 M in 2024. Net Income Applicable To Common Shares is likely to gain to about 565.3 M in 2024.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in FactSet Research Systems. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in unemployment.

FactSet Stock Ownership Analysis

About 96.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 2.7. FactSet Research Systems recorded earning per share (EPS) of 13.9. The entity last dividend was issued on the 29th of November 2024. The firm had 3:2 split on the 7th of February 2005. FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut. Factset Research operates under Financial Data Stock Exchanges classification in the United States and is traded on New York Stock Exchange. It employs 11203 people. To learn more about FactSet Research Systems call Frederick CFA at 203 810 1000 or check out https://www.factset.com.
Besides selling stocks to institutional investors, FactSet Research also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different FactSet Research's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align FactSet Research's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

FactSet Research Quarterly Liabilities And Stockholders Equity

4.06 Billion

FactSet Research Insider Trades History

Less than 1% of FactSet Research Systems are currently held by insiders. Unlike FactSet Research's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against FactSet Research's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of FactSet Research's insider trades
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

FactSet Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as FactSet Research is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading FactSet Research Systems backward and forwards among themselves. FactSet Research's institutional investor refers to the entity that pools money to purchase FactSet Research's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Amundi2024-06-30
539.8 K
Mitsubishi Ufj Asset Management Co.,ltd2024-09-30
489.1 K
Jpmorgan Chase & Co2024-06-30
440.6 K
Massachusetts Financial Services Company2024-09-30
411.7 K
Charles Schwab Investment Management Inc2024-09-30
373.4 K
Amvescap Plc.2024-06-30
366.9 K
Champlain Investment Partners, Llc2024-09-30
353.7 K
Northern Trust Corp2024-09-30
349.7 K
Legal & General Group Plc2024-06-30
341.2 K
Vanguard Group Inc2024-09-30
4.7 M
Morgan Stanley - Brokerage Accounts2024-06-30
3.7 M
Note, although FactSet Research's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

FactSet Research's latest congressional trading

Congressional trading in companies like FactSet Research Systems, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in FactSet Research by those in governmental positions are based on the same information available to the general public.
2024-08-21Representative Jared MoskowitzAcquired Under $15KVerify
2024-08-19Representative Jared MoskowitzAcquired Under $15KVerify
2024-08-06Representative Jared MoskowitzAcquired Under $15KVerify
2024-06-14Senator Tommy TubervilleAcquired Under $15KVerify
2024-06-13Senator Tommy TubervilleAcquired Under $15KVerify

FactSet Research Outstanding Bonds

FactSet Research issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. FactSet Research Systems uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most FactSet bonds can be classified according to their maturity, which is the date when FactSet Research Systems has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

FactSet Research Corporate Filings

8K
14th of November 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
13th of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
31st of October 2024
Other Reports
ViewVerify
30th of October 2024
Other Reports
ViewVerify

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Additional Tools for FactSet Stock Analysis

When running FactSet Research's price analysis, check to measure FactSet Research's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy FactSet Research is operating at the current time. Most of FactSet Research's value examination focuses on studying past and present price action to predict the probability of FactSet Research's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move FactSet Research's price. Additionally, you may evaluate how the addition of FactSet Research to your portfolios can decrease your overall portfolio volatility.