In its first-quarter 2026 investor letter, Jensen Quality Mid Cap Fund highlighted FactSet Research Systems Inc. (NYSE:FDS).
FactSet Research Systems Inc. (NYSE:FDS) is a financial data company that provides integrated financial information and analytical applications for the investment community
On May 11, 2026, FactSet Research Systems Inc. (NYSE:FDS) closed at $219.19 per share. One-month return of FactSet Research Systems Inc. (NYSE:FDS) was -1.95%, and its shares lost 51.45% over the past 52 weeks. FactSet Research Systems Inc. (NYSE:FDS) has a market capitalization of $7.99 billion.
Jensen Quality Mid Cap Fund stated the following regarding FactSet Research Systems Inc. (NYSE:FDS) in its Q1 2026 investor letter: “The third largest detractor from Portfolio performance during the quarter was FactSet Research Systems Inc. (NYSE:FDS), a provider of economic and financial data to asset managers, investment bankers, and other financial professionals. We believe the stock underperformed due to investor concerns that the company’s business, like BR and G, could be disrupted by AI. Historically, we have had a favorable opinion of the company’s business model due to its solid market position and high recurring revenue streams stemming from customer switching costs and multi-year client contracts.