FactSet Research stock price target lowered to $315 at Jefferies on margin outlook

Published 19/09/2025, 09:18
FactSet Research stock price target lowered to $315 at Jefferies on margin outlook

Investing.com - Jefferies has reduced its price target on FactSet Research Systems (NYSE:FDS) to $315 from $375 while maintaining a Hold rating on the stock. The target adjustment comes as FactSet trades near $301, down nearly 17% in the past week and trading close to its 52-week low. According to InvestingPro analysis, the stock appears undervalued at current levels.

The price target adjustment follows FactSet’s fiscal 2026 guidance, which included ASV (Annual Subscription Value) growth projections that generally aligned with market expectations.

However, Jefferies noted that the company’s adjusted operating margin guidance fell approximately 150 basis points short at the midpoint, as management plans to increase investments to compete in what they termed the "AI arms race."

Jefferies maintained its outlook for 6.0% ASV growth for FactSet but lowered its adjusted EPS estimate by $1.00 (a 5.4% reduction) to $17.47, citing the impact of lower margins on profitability.

The research firm highlighted uncertainty around how conservative the guidance might be, noting that FactSet’s new CEO has been in the position for less than two weeks.

In other recent news, FactSet Research Systems reported its fiscal fourth-quarter earnings for 2025, revealing an adjusted earnings per share (EPS) of $4.05, which fell short of analysts’ forecast of $4.13. However, the company exceeded revenue expectations, bringing in $597 million compared to the projected $592.79 million. Despite the revenue beat, the EPS miss has been a focal point for investors. Additionally, Evercore ISI has lowered its price target for FactSet to $328 from $394, maintaining an "In Line" rating due to margin concerns. The firm highlighted a 250 basis point margin headwind resulting from investments in FactSet’s platform, with a significant portion allocated for growth initiatives. These developments have contributed to a cautious outlook among investors and analysts.

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