FactSet Research Systems Bolsa (NYSE: FDS)

FactSet Research Systems (NYSE:FDS) Bolsa

FACTSET RESEARCH SYSTEMS INC

FactSet Research Systems

FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for roughly 82% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.

FactSet Research Systems Inc. Common Stock

FactSet Research Systems Inc

Fifth District Bancorp, Inc. - Common Stock

Fifth District Bancorp Inc

Evercore ISI Group analyst David Motemeden maintains FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) with a In-Line and lowers the price target from $470 to $448.

News

Price Target

Analyst Ratings

Evercore ISI Group Maintains In-Line on FactSet Research Systems, Lowers Price Target to $448

These ten large-cap stocks were the worst performers in the last week. Are they in your portfolio?
<ol class="wp-block-list">
<li>Lululemon Athletica Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) stock dipped 16.23% after the company reported first-quarter results and<a href="https://www.benzinga.com//node/45819605" target="_blank" rel="noreferrer noopener"> analysts revised the price forecast</a>.</li>
<li>Brown Forman Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BF#NYSE">BF</a>) shares tumbled 15.69% after the company reported <a href="https://www.benzinga.com//node/45793814" target="_blank" rel="noreferrer noopener">worse-than-expected financial results</a> due to the trade war and tariffs. Analysts lowered the price <a href="https://www.benzinga.com/quote/bf-b/analyst-ratings" target="_blank" rel="noreferrer noopener">forecast on the stock</a>.</li>
<li>DocuSign, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DOCU#NASDAQ">DOCU</a>) shares declined 15.04% after the company reported first-quarter results and analysts <a href="https://www.benzinga.com//node/45818750" target="_blank" rel="noreferrer noopener">revised the price forecast</a>.</li>
<li>Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) stock decreased 14.81%, possibly due to Elon Musk&#8217;s departure from the White House and his ongoing <a href="https://www.benzinga.com//node/45805173" target="_blank" rel="noreferrer noopener">feud with President Trump</a>.</li>
<li>Ciena Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) shares fell 9.17% after reporting worse-than-expected <a href="https://www.benzinga.com//node/45788812" target="_blank" rel="noreferrer noopener">second-quarter results</a>. Several analysts revised <a href="https://www.benzinga.com//node/45822276" target="_blank" rel="noreferrer noopener">the price forecast</a> for Ciena stock.</li>
<li>Kenvue Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KVUE#NYSE">KVUE</a>) stock dived 8.97%.</li>
<li>Kimberly-Clark Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KMB#NASDAQ">KMB</a>) shares were down 7.10%. Last week, Suzano S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SUZ#NYSE">SUZ</a>) rolled up $3.4 billion in <a href="https://www.benzinga.com//node/45797473" target="_blank" rel="noreferrer noopener">a tissue deal with Kimberly-Clark</a>.</li>
<li>Pearson, Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSO#NYSE">PSO</a>) shares decreased 6.08% last week.</li>
<li>FactSet Research Systems Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) stock declined 5.65%. The Board of Directors has appointed Sanoke Viswanathan as Chief Executive Officer, <a href="https://www.benzinga.com//node/45742153" target="_blank" rel="noreferrer noopener">effective early September 2025</a>.</li>
<li>Arthur J. Gallagher &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AJG#NYSE">AJG</a>) shares were down 5.38% last week.</li>
</ol>
Image Via Shutterstock

Equities

Large Cap

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CIEN

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Tesla And Lululemon Are Among Top 10 Large-Cap Losers Last Week (Jun 2-Jun 6): Are The Others In Your Portfolio?

During the last three months, 7 analysts shared their evaluations of FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>), revealing diverse outlooks from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">5</td>
<td align="right">2</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">2</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for FactSet Research Systems, revealing an average target of $456.29, a high estimate of $503.00, and a low estimate of $390.00. Experiencing a 5.73% decline, the current average is now lower than the previous average price target of $484.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1748984421_0.png" alt="price target chart" />
<h2>Diving into Analyst Ratings: An In-Depth Exploration</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive FactSet Research Systems. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Ashish Sabadra</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Sector Perform</td>
<td>$503.00</td>
<td>$503.00</td>
</tr>
<tr>
<td>Jeffrey Silber</td>
<td>BMO Capital</td>
<td>Lowers</td>
<td>Market Perform</td>
<td>$466.00</td>
<td>$498.00</td>
</tr>
<tr>
<td>Alex Kramm</td>
<td>UBS</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$480.00</td>
<td>$525.00</td>
</tr>
<tr>
<td>Jason Haas</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Underweight</td>
<td>$402.00</td>
<td>$450.00</td>
</tr>
<tr>
<td>Toni Kaplan</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Underweight</td>
<td>$390.00</td>
<td>$409.00</td>
</tr>
<tr>
<td>Ashish Sabadra</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Sector Perform</td>
<td>$503.00</td>
<td>$503.00</td>
</tr>
<tr>
<td>Jason Haas</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$450.00</td>
<td>$500.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to FactSet Research Systems. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of FactSet Research Systems compared to the broader market.</li>
<li>Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of FactSet Research Systems's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/FDS/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on FactSet Research Systems analyst ratings.</a>
<h2>Discovering FactSet Research Systems: A Closer Look</h2>
FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for roughly 82% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
<h3>A Deep Dive into FactSet Research Systems's Financials</h3>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
Revenue Growth: FactSet Research Systems's remarkable performance in 3M is evident. As of 28 February, 2025, the company achieved an impressive revenue growth rate of 4.53%. This signifies a substantial increase in the company's top-line earnings. When compared to others in the Financials sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: FactSet Research Systems's net margin is impressive, surpassing industry averages. With a net margin of 25.38%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): FactSet Research Systems's ROE stands out, surpassing industry averages. With an impressive ROE of 7.16%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): FactSet Research Systems's ROA stands out, surpassing industry averages. With an impressive ROA of 3.49%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: With a below-average debt-to-equity ratio of 0.81, FactSet Research Systems adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

FactSet Research Systems Stock: A Deep Dive Into Analyst Perspectives (7 Ratings)

RBC Capital analyst Ashish Sabadra reiterates FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) with a Sector Perform and maintains $503 price target.

Reiteration

RBC Capital Reiterates Sector Perform on FactSet Research Systems, Maintains $503 Price Target

Sanoke Viswanathan Appointed Chief Executive Officer Effective Early September 2025
Phil Snow to Retire After Accomplished 30-Year Career with FactSet, Including 10 Years as CEO
NORWALK, Conn., June 03, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>, NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NASDAQ">FDS</a>), a global financial digital platform and enterprise solutions provider, today announced that its Board of Directors has appointed Sanoke Viswanathan as Chief Executive Officer, effective early September 2025. He will succeed Phil Snow, who will retire as CEO and a member of the Board at that time. Snow will serve as a senior advisor up to the end of the calendar year to support the transition.

Management

FactSet Board Appoints Sanoke Viswanathan As CEO Succeeding Phil Snow, Effective Early September 2025

FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) has outperformed the market over the past 15 years by 1.83% on an annualized basis producing an average annual return of 13.7%. Currently, FactSet Research Systems has a market capitalization of $17.60 billion. 
Buying $100 In FDS: If an investor had bought $100 of FDS stock 15 years ago, it would be worth $686.55 today based on a price of $462.80 for FDS at the time of writing.
<h3>FactSet Research Systems's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748300412_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

$100 Invested In This Stock 15 Years Ago Would Be Worth This Much Today

FactSet Research Systems's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) short percent of float has fallen 4.43% since its last report. The company recently reported that it has 1.37 million shares sold short, which is 4.1% of all regular shares that are available for trading. Based on its trading volume, it would take traders 6.14 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>FactSet Research Systems Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747400426_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for FactSet Research Systems has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing FactSet Research Systems's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, FactSet Research Systems's peer group average for short interest as a percentage of float is 4.08%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Peering Into FactSet Research Systems's Recent Short Interest

LiquidityBook, a FactSet Company, Launches 24-Hour Equity Trading With Blue Ocean ATS And Capital Institutional Services Collaboration

<a href="https://www.globenewswire.com/Tracker?data=ZJPKsz52x4Tec3zOoPQlGjjPz87AOYm-hCKEnjgwpdsDoKymzOjWu3t1ghyBqq_taUXLxy2aDoaCcBTlxkt4og==">FactSet</a>&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>, NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NASDAQ">FDS</a>), a global financial digital platform and enterprise solutions provider, today announced that its Board of Directors approved a 6% increase in the regular quarterly cash dividend of $1.04 per share to&nbsp;$1.10&nbsp;per share.
The $0.06 per share increase marks the twenty-sixth consecutive year the Company has increased dividends on a stock split-adjusted basis, demonstrating its ongoing commitment to providing value to shareholders. The cash dividend will be paid on June 18, 2025, to holders of record of FactSet's common stock at the close of business on May 30, 2025.

Dividends

FactSet Hikes Quarterly Cash Dividend By 6% From $1.04 To $1.10 Per Share

WIIM

AAMI

APAM

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Shares of capital market companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) has outperformed the market over the past 15 years by 1.87% on an annualized basis producing an average annual return of 12.8%. Currently, FactSet Research Systems has a market capitalization of $17.38 billion. 
Buying $100 In FDS: If an investor had bought $100 of FDS stock 15 years ago, it would be worth $612.45 today based on a price of $457.01 for FDS at the time of writing.
<h3>FactSet Research Systems's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743546619_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

FactSet Research Systems's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) short percent of float has fallen 13.73% since its last report. The company recently reported that it has 1.41 million shares sold short, which is 4.21% of all regular shares that are available for trading. Based on its trading volume, it would take traders 5.21 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>FactSet Research Systems Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743527716_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for FactSet Research Systems has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing FactSet Research Systems's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, FactSet Research Systems's peer group average for short interest as a percentage of float is 3.35%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Is the Market Bullish or Bearish on FactSet Research Systems?

If you&#8217;re analyzing contrarian opportunities in 2025, this list is worth studying. It highlights names that, despite widespread skepticism, have been <a href="https://www.benzinga.com/analyst-stock-ratings">outperforming more popular picks.</a>
In a year when Wall Street&#8217;s darlings have stumbled, some of the most unloved names in the S&amp;P 500 are quietly delivering gains that put high-conviction buys to shame—and the data may challenge how investors think about analyst ratings.
In a newsletter sent Tuesday, DataTrek Research spotlighted what it called "a truly remarkable list": the 10 S&amp;P 500 companies with the highest share of &#8216;Sell&#8217; ratings from analysts. 
&#8220;History and year-to-date returns suggest it is a good place to look for longs,&#8221; analysts suggested.
<h3 class="wp-block-heading">The Contrarian Play: Most-Hated, Yet Outperforming</h3>
&#8220;Wall Street analysts don&#8217;t put &#8216;Sell&#8217; on many stocks,&#8221; Datatrek wrote.
FactSet data shows that of the 12,320 ratings issued on S&amp;P 500 stocks, 55.7% are Buys, 38.7% are Holds, and only 5.6% are Sells.
&#8220;The percentage of Buy ratings is above its 5-year (month-end) average of 55.0%. The percentage Hold ratings is below its 5-year (month-end) average of 39.1%. The percentage of Sell ratings is also below its 5-year (month-end) average of 5.9%,&#8221; FactSet said.
Here are the 10 S&amp;P 500 stocks with the highest percentage of Sell ratings:
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Company</td>
<td>Buy</td>
<td>Hold</td>
<td>Sell</td>
</tr>
<tr>
<td>Franklin Resources, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEN#NYSE">BEN</a>)</td>
<td>0%</td>
<td>60%</td>
<td>40%</td>
</tr>
<tr>
<td>VeriSign, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>)</td>
<td>40%</td>
<td>20%</td>
<td>40%</td>
</tr>
<tr>
<td>Expeditors Intl. of Washington, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EXPD#NYSE">EXPD</a>)</td>
<td>0%</td>
<td>61%</td>
<td>39%</td>
</tr>
<tr>
<td>T. Rowe Price Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TROW#NASDAQ">TROW</a>)</td>
<td>6%</td>
<td>59%</td>
<td>35%</td>
</tr>
<tr>
<td>Paramount Global Class B (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>)</td>
<td>13%</td>
<td>52%</td>
<td>35%</td>
</tr>
<tr>
<td>FactSet Research Systems Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>)</td>
<td>17%</td>
<td>50%</td>
<td>33%</td>
</tr>
<tr>
<td>Lennox International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LII#NYSE">LII</a>)</td>
<td>24%</td>
<td>43%</td>
<td>33%</td>
</tr>
<tr>
<td>Garmin Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>)</td>
<td>10%</td>
<td>60%</td>
<td>30%</td>
</tr>
<tr>
<td>Consolidated Edison, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ED#NYSE">ED</a>)</td>
<td>6%</td>
<td>65%</td>
<td>29%</td>
</tr>
<tr>
<td>Southwest Airlines Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>)</td>
<td>20%</td>
<td>52%</td>
<td>28%</td>
</tr>
</tbody>
</table>
</figure>
As counterintuitive as it may seem, an equal-weighted portfolio of these &#8220;Sell-rated&#8221; stocks would have returned 3.89% year-to-date through March 25, 2025.
Here&#8217;s how the individual &#8220;Sell&#8221; stocks performed:
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Name</td>
<td>Total Return (YTD)</td>
</tr>
<tr>
<td>Consolidated Edison, Inc.</td>
<td>19.35%</td>
</tr>
<tr>
<td>VeriSign, Inc.</td>
<td>18.78%</td>
</tr>
<tr>
<td>Paramount Global</td>
<td>11.45%</td>
</tr>
<tr>
<td>Expeditors International of Washington, Inc.</td>
<td>6.88%</td>
</tr>
<tr>
<td>Garmin Ltd.</td>
<td>6.33%</td>
</tr>
<tr>
<td>Southwest Airlines Co.</td>
<td>3.72%</td>
</tr>
<tr>
<td>Franklin Resources, Inc.</td>
<td>-1.33%</td>
</tr>
<tr>
<td>Lennox International Inc.</td>
<td>-3.62%</td>
</tr>
<tr>
<td>FactSet Research Systems Inc.</td>
<td>-8.25%</td>
</tr>
<tr>
<td>T. Rowe Price Group, Inc.</td>
<td>-14.42%</td>
</tr>
</tbody>
<tfoot>
<tr>
<td>Average</td>
<td>3.89%</td>
</tr>
</tfoot>
</table>
</figure>
That performance handily beats the -2.36% decline of the S&amp;P 500, as tracked by the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), and it's miles ahead of the -10% drop in the Magnificent Seven cohort, tracked by the Roundhill Magnificent Seven ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAGS#NYSE">MAGS</a>).
<h3 class="wp-block-heading">The "Buy" Darlings Didn't Deliver</h3>
Now, contrast that with the 10 most-loved stocks in the S&amp;P 500 — the ones with the highest percentage of Buy ratings.
This basket includes mega-cap giants like Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), and Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), all ranked in the top tier for analyst sentiment.
But the returns tell a different story. An equal-weighted portfolio of these "Buy-rated" favorites would have lost 4.44% so far in 2025.
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Company</th>
<th>Buy</th>
<th>Hold</th>
<th>Sell</th>
<th>YTD Return</th>
</tr>
</thead>
<tbody>
<tr>
<td>UnitedHealth Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>)</td>
<td>97%</td>
<td>0%</td>
<td>3%</td>
<td>+1.97%</td>
</tr>
<tr>
<td>Delta Air Lines (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>)</td>
<td>96%</td>
<td>0%</td>
<td>4%</td>
<td>-19.34%</td>
</tr>
<tr>
<td>VICI Properties (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VICI#NYSE">VICI</a>)</td>
<td>96%</td>
<td>4%</td>
<td>0%</td>
<td>+9.77%</td>
</tr>
<tr>
<td>Microsoft Corp. </td>
<td>95%</td>
<td>5%</td>
<td>0%</td>
<td>-6.08%</td>
</tr>
<tr>
<td>Amazon.com Inc.</td>
<td>95%</td>
<td>5%</td>
<td>0%</td>
<td>-6.22%</td>
</tr>
<tr>
<td>Nvidia Corp.</td>
<td>93%</td>
<td>7%</td>
<td>0%</td>
<td>-10.14%</td>
</tr>
<tr>
<td>United Airlines Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>)</td>
<td>92%</td>
<td>4%</td>
<td>4%</td>
<td>-18.75%</td>
</tr>
<tr>
<td>Trimble Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TRMB#NASDAQ">TRMB</a>)</td>
<td>92%</td>
<td>8%</td>
<td>0%</td>
<td>-0.27%</td>
</tr>
<tr>
<td>Synopsys Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>)</td>
<td>91%</td>
<td>9%</td>
<td>0%</td>
<td>-5.79%</td>
</tr>
<tr>
<td>Teledyne Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDY#NYSE">TDY</a>)</td>
<td>91%</td>
<td>9%</td>
<td>0%</td>
<td>+10.41%</td>
</tr>
<tr>
<td>Average</td>
<td>—</td>
<td>—</td>
<td>—</td>
<td>-4.44%</td>
</tr>
</tbody>
</table>
</figure>
Bottom line, the trend offers a striking insight: being unloved by analysts doesn't necessarily doom a stock to underperformance. 
In fact, in a year marked by pullbacks in big tech and sector rotations, contrarian plays are quietly thriving.
For those willing to swim against the tide, Wall Street's least-favored stocks may hold the key to outperformance this year.
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Analyst Color

Sector ETFs

Tech

ETFs

AMZN

EXPD

GRMN

MAGS

MSFT

NVDA

PARA

SNPS

TRMB

TROW

VICI

VRSN

Want To Buy Stocks In 2025? There's One Conflicting Place To Find Winners, Analyst Says

BMO Capital analyst Jeffrey Silber maintains FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) with a Market Perform and lowers the price target from $498 to $466.

BMO Capital Maintains Market Perform on FactSet Research Systems, Lowers Price Target to $466

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Baird analyst Timothy Wojs downgraded the rating for The AZEK Company Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZEK#NYSE">AZEK</a>) from Outperform to Neutral and lowered the price target from $58 to $53. AZEK shares closed at $41.39 on Friday. <a href="https://www.benzinga.com/quote/AZEK/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>BMO Capital analyst Phillip Jungwirth downgraded Civitas Resources, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIVI#NYSE">CIVI</a>) from Outperform to Market Perform and lowered the price target from $50 to $42. Civitas Resources shares closed at $34.79 on Friday. <a href="https://www.benzinga.com/quote/CIVI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Evercore ISI Group analyst Stephen Kim downgraded the rating for Lennar Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEN#NYSE">LEN</a>) from Outperform to In-Line and lowered the price target from $159 to $131. Lennar shares closed at $115.22 on Friday. <a href="https://www.benzinga.com/quote/LEN/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B of A Securities analyst Ronald Epstein downgraded Lockheed Martin Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) from Buy to Neutral and cut the price target from&nbsp;$685&nbsp;to&nbsp;$485. Lockheed Martin shares closed at $439.70 on Friday. <a href="https://www.benzinga.com/quote/LMT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Redburn Atlantic analyst Colin Isaac downgraded Ecolab Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ECL#NYSE">ECL</a>) from Buy to Neutral and announced&nbsp;a $270&nbsp;price target. Ecolab shares closed at $251.00 on Thursday. &nbsp;<a href="https://www.benzinga.com/quote/ECL/analyst-ratings">See how other analysts view this stock.</a></li>
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Photo: Shutterstock

Downgrades

Pre-Market Outlook

Markets

AZEK

CIVI

COHR

This Lennar Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Piper Sandler analyst Frank Schiraldi upgraded Valley National Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VLY#NASDAQ">VLY</a>) from Neutral to Overweight and maintained the price target of $11. Valley National shares closed at $8.85 on Friday. <a href="https://www.benzinga.com/quote/VLY/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Stifel analyst Lars Kjellberg upgraded the rating for Mativ Holdings, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MATV#NYSE">MATV</a>) from Hold to Buy but lowered the price target from $15.5 to $10. Mativ Holdings shares closed at $6.09 on Friday. <a href="https://www.benzinga.com/quote/MATV/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Guggenheim analyst Michael Morris upgraded Pinterest, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PINS#NYSE">PINS</a>) from Neutral to Buy and raised the price target from $39 to $40. Pinterest shares closed at $32.42 on Friday. <a href="https://www.benzinga.com/quote/PINS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Raymond James analyst Simon Leopold upgraded the rating for Coherent Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>) from Outperform to Strong Buy and lowered the price target from $110 to $91. Coherent shares closed at $68.24 on Friday. <a href="https://www.benzinga.com/quote/COHR/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Raymond James analyst Simon Leopold upgraded Lumentum Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITE#NASDAQ">LITE</a>) from Outperform to Strong Buy and lowered the price target from&nbsp;$96&nbsp;to&nbsp;$82. Lumentum shares closed at $66.61 on Friday. &nbsp;<a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
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Upgrades

LITE

MATV

PINS

This Pinterest Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday

UBS analyst Alex Kramm maintains FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) with a Neutral and lowers the price target from $525 to $480.

UBS Maintains Neutral on FactSet Research Systems, Lowers Price Target to $480

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Goldman Sachs analyst Matthew Sykes downgraded the rating for Charles River Laboratories International, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRL#NYSE">CRL</a>) from Buy to Neutral and lowered the price target from $190 to $170. Charles River shares closed at $165.35 on Thursday. <a href="https://www.benzinga.com/quote/CRL/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>HC Wainwright &amp; Co. analyst Matthew Caufield downgraded OptiNose, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OPTN#NASDAQ">OPTN</a>) from Buy to Neutral and lowered the price target from $18 to $9. OptiNose shares closed at $9.15 on Thursday. <a href="https://www.benzinga.com/quote/OPTN/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Loop Capital analyst Rick Paterson downgraded the rating for FedEx Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>) from Hold to Sell and lowered the price target from $283 to $221. FedEx shares closed at $246.21 on Thursday. <a href="https://www.benzinga.com/quote/FDX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>William Blair analyst Brian Drab downgraded the rating for Valmont Industries, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VMI#NYSE">VMI</a>) from Outperform to Market Perform. Valmont Industries shares closed at $326.58 on Thursday. <a href="https://www.benzinga.com/quote/VMI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo analyst Jason Haas downgraded FactSet Research Systems Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) from Equal-Weight to Underweight and slashed the price target from $450 to $402. FactSet Research shares closed at $430.93 on Thursday. &nbsp;<a href="https://www.benzinga.com/quote/FDS/analyst-ratings">See how other analysts view this stock.</a></li>
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Considering buying FDX stock? Here&#8217;s what analysts think: 
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OPTN

This FedEx Analyst Turns Bearish; Here Are Top 5 Downgrades For Friday

Wells Fargo analyst Jason Haas downgrades FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) from Equal-Weight to Underweight and lowers the price target from $450 to $402.

Wells Fargo Downgrades FactSet Research Systems to Underweight, Lowers Price Target to $402

Morgan Stanley analyst Toni Kaplan maintains FactSet Research Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) with a Underweight and lowers the price target from $409 to $390.

Morgan Stanley Maintains Underweight on FactSet Research Systems, Lowers Price Target to $390

Press Releases

FactSet Acquires LogoIntern

FactSet Updates Time for Second Quarter 2025 Earnings Call

FactSet Appoints Kevin Toomey as Head of Investor Relations

Earnings

FactSet Reports Results for Second Quarter 2025

FactSet Increases Dividend

Fintech

CredCore Advances AI Innovation in Debt Capital Markets with Data Provided by FactSet

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