Goldman Sachs reiterates sell rating on FactSet stock amid mixed results

Published 23/06/2025, 14:40
Goldman Sachs reiterates sell rating on FactSet stock amid mixed results

Investing.com - Goldman Sachs maintained its sell rating and $422.00 price target on FactSet Research Systems (NYSE:FDS) following the company's third-quarter fiscal 2025 earnings report. According to InvestingPro data, FactSet currently trades at a P/E ratio of 29.5x and maintains strong financial health with an overall score of "GOOD." The stock is currently trading near its Fair Value based on comprehensive analysis.

FactSet posted mixed results with revenue exceeding consensus expectations while missing targets on EBITDA margins and earnings per share. The company's organic revenue growth accelerated to 4.4% year-over-year in the third quarter, up from 4.0% in the second quarter, while organic ASV (Annual Subscription Value) growth improved slightly to 4.5% from 4.1%. InvestingPro data reveals the company has maintained dividend payments for 27 consecutive years, with a current dividend yield of 1.04% and impressive 12.2% dividend growth over the last twelve months.

Despite the revenue improvement, FactSet's adjusted operating margins contracted 270 basis points year-over-year to 36.8%, primarily due to higher compensation expenses. The financial data provider maintained its fiscal 2025 guidance, continuing to project organic ASV growth of 5% at the midpoint.

The company's fiscal 2025 revenue growth forecast remains at 5.1%, representing a deceleration from 5.6% growth in fiscal 2024. FactSet also continues to project operating margins of 36.5% for fiscal 2025, down from 37.8% in fiscal 2024.

Goldman Sachs expects investor focus to center on buy-side headcount and budget trends given recent market volatility, potential changes in the selling environment, and how management plans to balance reinvestment needs with margin performance.

In other recent news, FactSet Research Systems Inc . reported its third-quarter earnings, which fell short of analyst expectations. The company posted adjusted earnings per share of $4.27, slightly below the consensus estimate of $4.30. However, FactSet's revenue exceeded projections, reaching $585.5 million compared to the expected $580.54 million, marking a 5.9% increase from the previous year. The company's organic revenue grew 4.4% year-over-year, driven by wealth and institutional buy-side clients. FactSet reaffirmed its fiscal 2025 outlook, projecting adjusted EPS of $16.80 to $17.40 on revenue of $2.305 to $2.325 billion. The midpoint of these ranges aligns closely with current analyst estimates. The company's annual subscription value also saw a 4.5% organic growth to $2.30 billion as of May 31. FactSet added 166 clients during the quarter, bringing its total client count to 8,811. CEO Phil Snow expressed satisfaction with the company's performance and highlighted the strong execution of its enterprise solution strategy.

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