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Is Wall Street Bullish or Bearish on FactSet Research Stock?
Yahoo Finance· 2026-02-23 11:51
Core Viewpoint - FactSet Research Systems Inc. has significantly underperformed the market, with a notable decline in stock value over the past year and year-to-date, raising concerns about its attractiveness to investors [2][4]. Company Overview - FactSet Research Systems Inc., based in Norwalk, Connecticut, operates as a financial data and analytics platform with a market capitalization of $7.2 billion, providing various data, products, and analytical applications to the investment community [1]. Stock Performance - FDS shares have declined by 58.2% over the past 52 weeks and 32.8% year-to-date, contrasting sharply with the S&P 500 Index's 13% return over the same period [2]. - The stock has also underperformed compared to the State Street Financial Select Sector SPDR ETF, which rose by 2.1% over the past 52 weeks [3]. Revenue and Earnings Growth - The company's annual revenue growth of 5.5% over the past two years has lagged behind most peers, making it less appealing to investors in the financial sector [4]. - Analysts project a 2.4% year-over-year growth in FDS' EPS for the current year ending in August 2026, reaching $17.38 on a diluted basis [5]. Analyst Ratings - Among 20 analysts covering FDS stock, the consensus rating is a "Hold," with three "Strong Buy" ratings, 12 "Holds," one "Moderate Sell," and four "Strong Sells" [5]. - Wells Fargo analyst Jason Haas has maintained an "Underweight" rating for FactSet, lowering the price target from $215 to $195, while the mean price target suggests a 55.9% premium to current levels [6].