Bamco Expands FactSet Stake to $838 Million as Financial Data Platform Drives Recurring Revenue
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy FDS?
Source: Yahoo Finance
- Stake Increase: Bamco Inc increased its position in FactSet Research Systems by 1,069,786 shares during Q4 2025, amounting to $317.17 million, which now represents 2.27% of its 13F assets under management, indicating strong confidence in the financial data platform.
- Market Performance: As of February 17, 2026, FactSet shares were priced at $190.06, reflecting a 58.2% decline over the past year, significantly underperforming the S&P 500 by 69.8 percentage points, raising concerns about its future growth prospects.
- Financial Overview: FactSet reported a trailing twelve-month revenue of $2.36 billion and a net income of $599.60 million, with a dividend yield of 2.14%, showcasing its stability and profitability in the financial data and analytics sector.
- Client Base: FactSet provides integrated financial information and analytics tools for global investment professionals, relying on its subscription model to generate recurring revenue, ensuring strong client retention, particularly among asset managers and investment banks.
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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: 205.540
Low
253.00
Averages
295.91
High
326.00
Current: 205.540
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.
JOYY Reports Q4 Non-GAAP Earnings of $1.34 per Share
- Earnings Highlight: JOYY reported Q4 non-GAAP earnings of $1.34 per diluted American depositary share on Tuesday, indicating stable profitability despite a complex market environment.
- Market Reaction: This performance exceeded analyst expectations, potentially leading to a positive impact on the company's stock price and boosting investor confidence, reflecting JOYY's ability to maintain profitability in a competitive landscape.
- Future Outlook: While the company did not provide specific future guidance in its earnings report, the stable earnings performance may lay a foundation for future growth strategies, attracting more investor interest.
- Industry Context: Given the current economic climate, JOYY's strong profitability could serve as a benchmark for other tech companies, further driving competition and innovation within the industry.
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Bamco Inc Increases Stake in FactSet by $317.17 Million
- 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.
See More
Bamco Inc Increases Stake in FactSet Research Systems
- Stake Increase: Bamco Inc increased its stake in FactSet Research Systems by 1,069,786 shares during Q4 2026, bringing its total holdings to 2,888,845 shares valued at $838.31 million, indicating strong confidence in the company.
- Asset Management Proportion: This acquisition positions Bamco's holdings in FactSet at 2.27% of its 13F reportable assets under management, although it remains outside the top five holdings, highlighting its significance in the investment portfolio.
- Market Performance: As of February 17, 2026, FactSet's stock price stood at $190.06, down 58.2% over the past year, underperforming the S&P 500 by 69.8 percentage points, reflecting market concerns regarding its future growth prospects.
- Business Model Advantage: FactSet leverages a robust subscription model and comprehensive workflow solutions to continuously provide financial data and analytics to global investment professionals, ensuring stable revenue streams and strong client relationships despite market fluctuations.
See More
Bamco Expands FactSet Stake to $838 Million as Financial Data Platform Drives Recurring Revenue
- Stake Increase: Bamco Inc increased its position in FactSet Research Systems by 1,069,786 shares during Q4 2025, amounting to $317.17 million, which now represents 2.27% of its 13F assets under management, indicating strong confidence in the financial data platform.
- Market Performance: As of February 17, 2026, FactSet shares were priced at $190.06, reflecting a 58.2% decline over the past year, significantly underperforming the S&P 500 by 69.8 percentage points, raising concerns about its future growth prospects.
- Financial Overview: FactSet reported a trailing twelve-month revenue of $2.36 billion and a net income of $599.60 million, with a dividend yield of 2.14%, showcasing its stability and profitability in the financial data and analytics sector.
- Client Base: FactSet provides integrated financial information and analytics tools for global investment professionals, relying on its subscription model to generate recurring revenue, ensuring strong client retention, particularly among asset managers and investment banks.
See More
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- Sales Growth: This earnings growth suggests that Zumiez successfully attracted more consumers amidst a competitive market environment, thereby enhancing its sales and market share.
- Investor Confidence: The positive earnings report is likely to bolster investor confidence in Zumiez, which may have a favorable impact on its stock price and further drive the company's future investment and expansion plans.
- Future Outlook: As consumer spending gradually recovers, Zumiez is expected to maintain its growth momentum in the upcoming quarters, particularly among younger consumer demographics, further solidifying its market position.
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- Market Reaction: Despite the reduced losses, market reactions may remain cautious as investors will focus on the company's future profitability and growth potential, particularly in the highly competitive oncology treatment sector.
- Strategic Adjustments: The company may need to further optimize its R&D spending and market strategies to address industry challenges and enhance its market share, especially in new drug development and clinical trials.
- Future Outlook: With increasing demand for innovative therapies in the industry, the Oncology Institute must establish a clear growth strategy to attract investors and achieve sustainable development.
See More
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- Earnings Highlight: JOYY reported Q4 non-GAAP earnings of $1.34 per diluted American depositary share on Tuesday, indicating stable profitability despite a complex market environment.
- Market Reaction: This performance exceeded analyst expectations, potentially leading to a positive impact on the company's stock price and boosting investor confidence, reflecting JOYY's ability to maintain profitability in a competitive landscape.
- Future Outlook: While the company did not provide specific future guidance in its earnings report, the stable earnings performance may lay a foundation for future growth strategies, attracting more investor interest.
- Industry Context: Given the current economic climate, JOYY's strong profitability could serve as a benchmark for other tech companies, further driving competition and innovation within the industry.
See More
Bamco Inc Increases Stake in FactSet by $317.17 Million
- 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.
See More
Bamco Inc Increases Stake in FactSet Research Systems
- Stake Increase: Bamco Inc increased its stake in FactSet Research Systems by 1,069,786 shares during Q4 2026, bringing its total holdings to 2,888,845 shares valued at $838.31 million, indicating strong confidence in the company.
- Asset Management Proportion: This acquisition positions Bamco's holdings in FactSet at 2.27% of its 13F reportable assets under management, although it remains outside the top five holdings, highlighting its significance in the investment portfolio.
- Market Performance: As of February 17, 2026, FactSet's stock price stood at $190.06, down 58.2% over the past year, underperforming the S&P 500 by 69.8 percentage points, reflecting market concerns regarding its future growth prospects.
- Business Model Advantage: FactSet leverages a robust subscription model and comprehensive workflow solutions to continuously provide financial data and analytics to global investment professionals, ensuring stable revenue streams and strong client relationships despite market fluctuations.
See More
Bamco Expands FactSet Stake to $838 Million as Financial Data Platform Drives Recurring Revenue
- Stake Increase: Bamco Inc increased its position in FactSet Research Systems by 1,069,786 shares during Q4 2025, amounting to $317.17 million, which now represents 2.27% of its 13F assets under management, indicating strong confidence in the financial data platform.
- Market Performance: As of February 17, 2026, FactSet shares were priced at $190.06, reflecting a 58.2% decline over the past year, significantly underperforming the S&P 500 by 69.8 percentage points, raising concerns about its future growth prospects.
- Financial Overview: FactSet reported a trailing twelve-month revenue of $2.36 billion and a net income of $599.60 million, with a dividend yield of 2.14%, showcasing its stability and profitability in the financial data and analytics sector.
- Client Base: FactSet provides integrated financial information and analytics tools for global investment professionals, relying on its subscription model to generate recurring revenue, ensuring strong client retention, particularly among asset managers and investment banks.
See More
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- Earnings Highlight: Zumiez reported fiscal Q4 earnings of $1.16 per diluted share, a significant increase from $0.78 in the same period last year, indicating strong performance in the retail market.
- Sales Growth: This earnings growth suggests that Zumiez successfully attracted more consumers amidst a competitive market environment, thereby enhancing its sales and market share.
- Investor Confidence: The positive earnings report is likely to bolster investor confidence in Zumiez, which may have a favorable impact on its stock price and further drive the company's future investment and expansion plans.
- Future Outlook: As consumer spending gradually recovers, Zumiez is expected to maintain its growth momentum in the upcoming quarters, particularly among younger consumer demographics, further solidifying its market position.
See More
Oncology Institute Reports Narrowed Q4 Loss
- Financial Overview: The Oncology Institute (TOI) reported a Q4 loss of $0.06 per diluted share late Thursday, indicating a narrowing of losses compared to previous quarters, which suggests some progress in cost control and operational efficiency.
- Market Reaction: Despite the reduced losses, market reactions may remain cautious as investors will focus on the company's future profitability and growth potential, particularly in the highly competitive oncology treatment sector.
- Strategic Adjustments: The company may need to further optimize its R&D spending and market strategies to address industry challenges and enhance its market share, especially in new drug development and clinical trials.
- Future Outlook: With increasing demand for innovative therapies in the industry, the Oncology Institute must establish a clear growth strategy to attract investors and achieve sustainable development.
See More
