Bamco Inc Increases Stake in FactSet by $317.17 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 13 2026
0mins
Source: Fool
- Stake Increase: Bamco Inc increased its position in FactSet Research Systems by 1,069,786 shares during Q4 2025, amounting to an investment of $317.17 million, indicating confidence in the company despite a 58.2% decline in stock price over the past year.
- Asset Allocation: FactSet now accounts for 2.27% of Bamco's 13F assets under management, highlighting its significance in Bamco's investment portfolio, even as overall market performance remains weak.
- Financial Overview: FactSet's latest financial report shows a trailing twelve-month revenue of $2.36 billion and a net income of $599.60 million, with a dividend yield of 2.14%, indicating the company's ability to maintain profitability under a stable subscription model.
- Market Position: As a leading provider of financial data and analytics, FactSet supports global investment decision-making through its comprehensive workflow solutions, reinforcing its role as a key partner for institutional investors despite facing market volatility challenges.
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Analyst Views on FDS
Wall Street analysts forecast FDS stock price to rise
12 Analyst Rating
1 Buy
7 Hold
4 Sell
Hold
Current: 245.550
Low
253.00
Averages
295.91
High
326.00
Current: 245.550
Low
253.00
Averages
295.91
High
326.00
About FDS
FactSet Research Systems Inc. is a global financial digital platform and enterprise solutions provider. The Company's solutions deliver financial data, analytics, and open technology to global clients, including individual users. Its segments include the Americas, EMEA and Asia Pacific. It provides financial data and market intelligence on securities, companies, industries and people to enable its clients to research investment ideas and analyze, monitor and manage their portfolios. It supports various workflows, including investment research, quantitative research, portfolio management and trading, portfolio analytics, wealth management, ESG investing solutions, industry analysis and data solutions. It provides open and flexible technology offerings, including a configurable desktop and mobile platform, and comprehensive data feeds. Its technology also includes LogoIntern, a workflow tool to streamline the task of adding, organizing, and formatting logos into pitch decks.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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