Bamco Inc Increases Stake in FactSet Research Systems
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 13 2026
0mins
Should l Buy FDS?
Source: NASDAQ.COM
- 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.
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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: 198.330
Low
253.00
Averages
295.91
High
326.00
Current: 198.330
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.
FactSet Research Systems to Announce Q2 Earnings on March 31
- Earnings Announcement: FactSet Research Systems is set to announce its Q2 earnings on March 31 before market open, with a consensus EPS estimate of $4.38, reflecting a 2.3% year-over-year growth, indicating stable profitability.
- Revenue Expectations: The anticipated revenue for Q2 is $604.95 million, representing a 6.0% year-over-year increase, which suggests sustained demand and growth potential in the market, potentially boosting investor confidence.
- Performance Beat Record: Over the past two years, FactSet has beaten EPS estimates 75% of the time and revenue estimates 88% of the time, a strong performance record that may attract more investor interest.
- Estimate Revision Trends: In the last three months, EPS estimates have seen four upward revisions and one downward revision, while revenue estimates have experienced two upward revisions with none downward, reflecting analysts' optimistic outlook on the company's future performance.
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- Technology Integration: Finster AI's advanced agentic infrastructure will serve as the core engine for FactSet's newly launched AI-driven workflow automation platform for banking, enabling AI-native capabilities and automation across complex, high-value banking processes, thereby enhancing efficiency and transparency.
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- Strategic Partnership: Finster AI has formed a strategic partnership with FactSet, with FactSet's investment further solidifying their shared commitment to transforming investment banking workflows, which is expected to drive the intelligent evolution of the financial services industry.
- Technology Integration: Finster AI's advanced agentic infrastructure will serve as the core engine for FactSet's newly launched AI-driven workflow automation platform for banking, enabling AI-native capabilities and automation across complex, high-value banking processes, thereby enhancing efficiency and transparency.
- Market Outlook: FactSet's AI solution is set to revolutionize how financial institutions operate, moving from fragmented tools and data stores to a unified, secure AI-native work environment, which is expected to attract more clients and enhance market competitiveness.
- Long-term Vision: FactSet's investment not only validates Finster AI's technology but also represents a foundational alignment in building the next generation of AI infrastructure for financial services, reflecting a shared vision for the future of financial intelligence.
See More
FactSet Launches AI Solution for Banking Workflows
- AI Solution Launch: FactSet, in collaboration with Finster AI, has launched an AI solution for banking that automates complex deal processes, significantly enhancing the efficiency of investment banking teams and improving client responsiveness and market competitiveness.
- Strategic Investment Deepening: FactSet's investment in Finster AI not only underscores its commitment to next-generation innovation but also drives digital transformation in the financial sector by integrating cutting-edge AI technologies that enhance client decision-making capabilities.
- Workflow Optimization: The new system simplifies the generation and synthesis of transaction assets through natural language prompts, allowing investment bankers to focus on high-value tasks, thereby improving client relationships and service quality.
- Flexible Integration Options: FactSet's AI solution supports seamless integration with Microsoft Office Suite and can be deployed as a single tenant or virtual private cloud configuration tailored to meet the rigorous compliance and data security requirements of highly regulated financial sectors.
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Strategic Partnership Announcement: Finster AI has announced a strategic partnership with FactsSet to enhance its offerings in the banking sector.
New AI-Native Platform: The collaboration will focus on developing a new AI-native platform specifically designed for banking applications.
See More
FactSet Research Systems to Announce Q2 Earnings on March 31
- Earnings Announcement: FactSet Research Systems is set to announce its Q2 earnings on March 31 before market open, with a consensus EPS estimate of $4.38, reflecting a 2.3% year-over-year growth, indicating stable profitability.
- Revenue Expectations: The anticipated revenue for Q2 is $604.95 million, representing a 6.0% year-over-year increase, which suggests sustained demand and growth potential in the market, potentially boosting investor confidence.
- Performance Beat Record: Over the past two years, FactSet has beaten EPS estimates 75% of the time and revenue estimates 88% of the time, a strong performance record that may attract more investor interest.
- Estimate Revision Trends: In the last three months, EPS estimates have seen four upward revisions and one downward revision, while revenue estimates have experienced two upward revisions with none downward, reflecting analysts' optimistic outlook on the company's future performance.
See More
Major Earnings Expected Before Tuesday's Open
- Earnings Release Preview: Major earnings reports are expected before the market opens on Tuesday, including Constellation Energy Corporation (CEG), McCormick & Company (MKC), and Bitfarms Ltd. (BITF), which will provide crucial performance data that could influence market sentiment.
- Market Focus: Earnings from Charlotte's Web Holdings (CWBHF) and FactSet Research Systems (FDS) are also highly anticipated, with analysts closely monitoring their performance to assess future growth potential and competitive positioning in their respective markets.
- Additional Earnings Announcements: In addition to the major companies, several others such as AIRO, FRMM, IMNN, JILL, NVVE, PRPL, SNX, TE, and TONX are also set to release earnings before Tuesday's open, further enriching the market landscape.
- Investor Strategy Adjustments: As earnings season approaches, investors may adjust their strategies based on these results, particularly in a context of increasing market volatility, where the outcomes of these reports will directly impact the performance of related stocks.
See More
FactSet Invests in Finster AI to Enhance Banking AI Automation
- Strategic Partnership: Finster AI has formed a strategic partnership with FactSet, with FactSet's investment further solidifying their shared commitment to transforming investment banking workflows, marking a significant advancement in AI solutions for financial services.
- Technology Integration: Finster AI's advanced agentic infrastructure will serve as the core engine for FactSet's newly launched AI-driven workflow automation platform for banking, enabling AI-native capabilities and automation across complex, high-value banking processes, thereby enhancing efficiency and transparency.
- Market Outlook: FactSet's AI solution aims to break down fragmented and siloed data stores within financial institutions, driving a shift towards a unified, secure AI-native work environment, which is expected to provide clients with more efficient decision-making support and operational control.
- Future Vision: FactSet's investment not only validates Finster AI's technology and mission but also indicates a long-term vision for both firms to build the next generation of AI-native infrastructure for financial services, with the platform expected to roll out broadly in 2026, further driving industry innovation.
See More
FactSet Invests in Finster AI to Enhance Banking AI Automation
- Strategic Partnership: Finster AI has formed a strategic partnership with FactSet, with FactSet's investment further solidifying their shared commitment to transforming investment banking workflows, which is expected to drive the intelligent evolution of the financial services industry.
- Technology Integration: Finster AI's advanced agentic infrastructure will serve as the core engine for FactSet's newly launched AI-driven workflow automation platform for banking, enabling AI-native capabilities and automation across complex, high-value banking processes, thereby enhancing efficiency and transparency.
- Market Outlook: FactSet's AI solution is set to revolutionize how financial institutions operate, moving from fragmented tools and data stores to a unified, secure AI-native work environment, which is expected to attract more clients and enhance market competitiveness.
- Long-term Vision: FactSet's investment not only validates Finster AI's technology but also represents a foundational alignment in building the next generation of AI infrastructure for financial services, reflecting a shared vision for the future of financial intelligence.
See More
FactSet Launches AI Solution for Banking Workflows
- AI Solution Launch: FactSet, in collaboration with Finster AI, has launched an AI solution for banking that automates complex deal processes, significantly enhancing the efficiency of investment banking teams and improving client responsiveness and market competitiveness.
- Strategic Investment Deepening: FactSet's investment in Finster AI not only underscores its commitment to next-generation innovation but also drives digital transformation in the financial sector by integrating cutting-edge AI technologies that enhance client decision-making capabilities.
- Workflow Optimization: The new system simplifies the generation and synthesis of transaction assets through natural language prompts, allowing investment bankers to focus on high-value tasks, thereby improving client relationships and service quality.
- Flexible Integration Options: FactSet's AI solution supports seamless integration with Microsoft Office Suite and can be deployed as a single tenant or virtual private cloud configuration tailored to meet the rigorous compliance and data security requirements of highly regulated financial sectors.
See More
FINSTER AI FORMS STRATEGIC ALLIANCE WITH FACTSET TO ENHANCE FACTSET'S NEW AI-DRIVEN PLATFORM FOR BANKING
Strategic Partnership Announcement: Finster AI has announced a strategic partnership with FactsSet to enhance its offerings in the banking sector.
New AI-Native Platform: The collaboration will focus on developing a new AI-native platform specifically designed for banking applications.
See More
