FactSet CTO Katherine Stepp sells shares worth $733,561

Published 25/03/2025, 21:36

Katherine M. Stepp, the Chief Technology Officer at FactSet Research Systems Inc . (NYSE:FDS), recently sold shares of the company worth approximately $733,561. The transactions, which took place on March 21, involved the sale of 1,725 shares at prices ranging from $424.25 to $426.49 per share. The stock currently trades at $439.40, with a market capitalization of $16.7 billion. According to InvestingPro analysis, the company’s shares are trading slightly above their Fair Value.

In addition to these sales, Stepp exercised stock options to acquire 1,480 shares at a price of $221.88 per share. Following these transactions, Stepp holds a total of 611.6724 shares directly. InvestingPro data shows the company maintains strong financial health with an overall score of "GOOD" and has consistently raised its dividend for 26 consecutive years.

FactSet, headquartered in Norwalk, Connecticut, is a provider of integrated financial information and analytical applications to the investment community. The company demonstrates robust profitability with a 54% gross margin and generates substantial free cash flow. For deeper insights into FactSet’s financial performance and growth prospects, access the comprehensive Pro Research Report available on InvestingPro.

In other recent news, FactSet Research Systems reported its second-quarter earnings for fiscal year 2025, revealing adjusted earnings per share (EPS) of $4.28, surpassing the forecasted $4.21. The company’s revenue came in at $571 million, slightly above the anticipated $570.13 million. FactSet’s management has expressed increased confidence for the latter half of fiscal year 2025, supported by a strong sales pipeline and a successful renewal cycle within the banking sector. Despite this optimism, BMO Capital Markets adjusted its outlook on FactSet by reducing the price target from $498 to $466, maintaining a Market Perform rating. Analysts at Raymond (NSE:RYMD) James reiterated their Underperform rating on FactSet, citing concerns over the company’s shift from a consistent growth entity to one more affected by cyclical changes and competition. The firm also noted FactSet’s recent acquisitions of Irwin and LiquidityBook, suggesting that the company might have overpaid in its strategy to stimulate growth. FactSet’s financial guidance for fiscal year 2025 has been largely reaffirmed, with minor adjustments for recent acquisitions, as the company continues to navigate macroeconomic challenges.

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