Factset Research Systems Inc (NYSE: FDS)’s stock price has plunge by -0.04relation to previous closing price of 427.23. Nevertheless, the company has seen a 2.49% surge in its stock price over the last five trading sessions. zacks.com reported 2025-04-02 that The FDS stock is benefiting from a growing client base, shareholder-friendly policies and a robust liquidity position.
Is It Worth Investing in Factset Research Systems Inc (NYSE: FDS) Right Now?
Factset Research Systems Inc (NYSE: FDS) has a price-to-earnings ratio of 30.35x that is above its average ratio. Additionally, the 36-month beta value for FDS is 0.87. There are mixed opinions on the stock, with 2 analysts rating it as a “buy,” 0 rating it as “overweight,” 12 rating it as “hold,” and 4 rating it as “sell.”
The public float for FDS is 37.86M and currently, short sellers hold a 3.64% ratio of that float. The average trading volume of FDS on April 18, 2025 was 314.50K shares.
FDS’s Market Performance
FDS’s stock has seen a 2.49% increase for the week, with a -2.59% drop in the past month and a -7.16% fall in the past quarter. The volatility ratio for the week is 2.62%, and the volatility levels for the past 30 days are at 3.38% for Factset Research Systems Inc The simple moving average for the past 20 days is -1.34% for FDS’s stock, with a -5.15% simple moving average for the past 200 days.
Analysts’ Opinion of FDS
Many brokerage firms have already submitted their reports for FDS stocks, with Wells Fargo repeating the rating for FDS by listing it as a “Underweight.” The predicted price for FDS in the upcoming period, according to Wells Fargo is $402 based on the research report published on March 21, 2025 of the current year 2025.
Redburn Atlantic, on the other hand, stated in their research note that they expect to see FDS reach a price target of $380, previously predicting the price at $420. The rating they have provided for FDS stocks is “Sell” according to the report published on October 09th, 2024.
Evercore ISI gave a rating of “In-line” to FDS, setting the target price at $470 in the report published on October 02nd of the previous year.
FDS Trading at -3.71% from the 50-Day Moving Average
After a stumble in the market that brought FDS to its low price for the period of the last 52 weeks, the company was unable to rebound, for now settling with -14.57% of loss for the given period.
Volatility was left at 3.38%, however, over the last 30 days, the volatility rate increased by 2.62%, as shares sank -0.90% for the moving average over the last 20 days. Over the last 50 days, in opposition, the stock is trading -8.91% lower at present.
During the last 5 trading sessions, FDS rose by +2.49%, which changed the moving average for the period of 200-days by +3.86% in comparison to the 20-day moving average, which settled at $432.86. In addition, Factset Research Systems Inc saw -11.08% in overturn over a single year, with a tendency to cut further losses.
Insider Trading
Reports are indicating that there were more than several insider trading activities at FDS starting from Snow Frederick Philip, who sale 3,000 shares at the price of $454.86 back on Apr 01 ’25. After this action, Snow Frederick Philip now owns 16,616 shares of Factset Research Systems Inc, valued at $1,364,580 using the latest closing price.
Snow Frederick Philip, the Officer of Factset Research Systems Inc, proposed sale 3,000 shares at $454.86 during a trade that took place back on Apr 01 ’25, which means that Snow Frederick Philip is holding shares at $1,364,580 based on the most recent closing price.
Stock Fundamentals for FDS
Current profitability levels for the company are sitting at:
- 0.31 for the present operating margin
- 0.54 for the gross margin
The net margin for Factset Research Systems Inc stands at 0.24. The total capital return value is set at 0.19. Equity return is now at value 28.12, with 13.18 for asset returns.
Based on Factset Research Systems Inc (FDS), the company’s capital structure generated 0.45 points at debt to capital in total, while cash flow to debt ratio is standing at 0.4. The debt to equity ratio resting at 0.81. The interest coverage ratio of the stock is 11.63.
Currently, EBITDA for the company is 831.16 million with net debt to EBITDA at 1.55. When we switch over and look at the enterprise to sales, we see a ratio of 7.8. The receivables turnover for the company is 8.12for trailing twelve months and the total asset turnover is 0.53. The liquidity ratio also appears to be rather interesting for investors as it stands at 1.47.
Conclusion
In conclusion, Factset Research Systems Inc (FDS) has seen bad performance in recent times. Analysts have a bearish opinion on the stock, with some rating it as a “sell” and others rating it as a “hold”. It’s important to note that the stock is currently trading at a significant distance from its 50-day moving average and its 52-week high.
