Factset EVP Ellis sells $3.39 million in FDS stock

Published 10/07/2025, 01:00
Factset EVP Ellis sells $3.39 million in FDS stock

Christopher R. Ellis, Executive Vice President at Factset Research Systems Inc (NYSE:FDS), a $16.9 billion market cap company currently trading at $447.81, sold 7,606 shares of common stock on July 8, 2025, according to a Form 4 filing with the Securities and Exchange Commission. The sales were executed in multiple transactions with prices ranging from $441.99 to $448.20, totaling $3,398,637. According to InvestingPro analysis, FDS maintains a strong financial health score and has raised its dividend for 26 consecutive years.

On the same day, Ellis also exercised options to acquire 7,606 shares of Factset common stock at a price of $152.28, amounting to $1,158,241. The stock currently trades at a P/E ratio of 31.8, reflecting its premium valuation. InvestingPro subscribers can access 8 additional key insights and a comprehensive analysis of FDS’s valuation metrics.

Following these transactions, Ellis directly owns 23,952.2207 shares of Factset, with an additional 450 shares held indirectly by a spouse.

In other recent news, FactSet Research Systems reported its third-quarter earnings for fiscal year 2025, with revenue surpassing expectations at $586 million, a 5.9% increase year-over-year. This exceeded the forecast of $580.54 million, though the company’s earnings per share (EPS) slightly missed projections at $4.27 compared to the expected $4.30. Despite this, FactSet reaffirmed its fiscal year 2025 guidance, indicating confidence in a strong fourth quarter. Raymond (NSE:RYMD) James upgraded FactSet’s stock rating from underperform to market perform, citing positive revenue growth and improvements in the company’s sales pipeline. However, the firm also noted ongoing budget pressures and competition from Refinitiv as potential challenges. FactSet’s free cash flow improved by 5%, reaching $229 million, with the company returning $415 million to shareholders over the past year. The company’s adjusted operating margin declined to 36.8%, reflecting increased technology expenses. These developments highlight FactSet’s ongoing strategic focus on growth and market leadership, despite challenges in the competitive landscape.

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