DNB Asset Management AS Has $295,000 Stake in FactSet Research Systems Inc. $FDS

RBC Capital analyst Ashish Sabadra cut FactSet’s (FDS) price target to $240 from $243 while keeping a Sector Perform rating ahead of the company’s Q3 results, according to a research note. RBC expects Annual Subscription Value to beat, citing international pricing, demand, and a strong pipeline, and said managed services and sales-compensation changes support the growth outlook.

The article says AI agents are moving beyond chatbots to perform tasks such as reading earnings transcripts, building financial models, and completing compliance reviews. It cites Anthropic’s launch of 10 finance-focused agents and says major banks and others (JPMorgan, Goldman Sachs, Citigroup, AIG, Visa) are deploying them. It adds that data/software providers including FactSet, Thomson Reuters, S&P Global, Moody’s, and Morningstar saw share pressure.

FactSet Research Systems Inc (FDS) saw its shares rise by 3.1% to $232.00, but GuruFocus's GF Value™ indicates it is significantly undervalued by 53.9% with an intrinsic value of $503.74. The company boasts a strong GF Score™ of 81/100, driven by excellent profitability and growth, even though its valuation and momentum scores are lower due to its P/E ratio being well below its historical median. This suggests a potential buying opportunity for long-term investors despite the recent rally.

Copart, Inc. (CPRT) announced its Q3 revenue reached $1.24 billion, surpassing FactSet's estimate of $1.19 billion. This financial update indicates stronger-than-expected performance for the company in the third fiscal quarter.

Walmart Inc. reported its Q1 adjusted EPS at $0.66 per share, matching FactSet's estimate of $0.66. The company also reported Q1 revenue of $177.8 billion, surpassing FactSet's estimate of $174.84 billion. Walmart expects its fiscal Q2 adjusted EPS to be between $0.72 and $0.74 and reaffirmed its fiscal 2027 adjusted EPS guidance of $2.75 to $2.85, although FactSet's estimate for 2027 is slightly higher at $2.92.

Investment House LLC significantly increased its stake in FactSet Research Systems Inc. (NYSE:FDS) by 311.5% during the fourth quarter, now owning 42,393 shares valued at $12.3 million. Other institutional investors like Running Oak Capital LLC, Mattern Capital Management LLC, and Fiera Capital Corp also adjusted their positions. FactSet Research Systems recently announced a quarterly dividend increase to $1.16 per share and reported strong earnings, beating analyst estimates for both EPS and revenue.