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FactSet CEO sells $1.25m in stock, buys options worth $494.7k

Published 05/02/2024, 04:12 AM
FDS
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FactSet Research Systems Inc. (NYSE:FDS) CEO Frederick Philip Snow reported selling 3,000 shares of company stock on May 1, 2024, for a total of approximately $1.25 million, at an average price of $415.26 per share. On the same day, Snow also exercised options to acquire another 3,000 shares of FactSet stock at a price of $164.90 per share, amounting to nearly $494,700.

This series of transactions was disclosed in a recent filing with the Securities and Exchange Commission. According to the filing, the sale of shares by Snow was prearranged under a Rule 10b5-1 trading plan, which was adopted on September 27, 2023. Such plans allow company insiders to set up a predetermined schedule for buying or selling shares at a time when they are not in possession of material non-public information, to avoid accusations of insider trading. The plan went into effect on January 2, 2024, indicating that Snow had no discretion over the timing of this sale.

The options exercised by Snow were originally granted on July 1, 2015, with a nine-year vesting schedule allowing 11.11% of the options to be exercisable on each anniversary of the grant date. Following these transactions, Snow's direct ownership in FactSet stood at 15,914.9306 shares, which decreased to 12,914.9306 shares after the sale was completed.

Investors and analysts often scrutinize insider transactions such as these for insights into executives' perspectives on their company's current valuation and future prospects. However, due to the nature of the 10b5-1 plan, these transactions may not necessarily reflect Snow’s outlook on the company’s future performance.

FactSet Research Systems Inc. is known for providing integrated financial information and analytical applications to the global investment community. The company has a strong presence in the financial data services industry and is a key player in the market.

InvestingPro Insights

As FactSet Research Systems Inc. (NYSE:FDS) navigates the financial data services landscape, let's delve into some key metrics and insights that could be of interest to investors following the recent insider transactions reported by CEO Frederick Philip Snow. According to real-time data from InvestingPro, FactSet boasts a robust market capitalization of $16.0 billion, reflecting its significant standing in the industry. The company's P/E ratio stands at 33.03, which suggests that the stock is trading at a high earnings multiple, a point also underscored by one of the InvestingPro Tips. This may indicate that investors have high expectations for the company's future performance.

Another InvestingPro Tip to consider is FactSet's impressive track record of raising its dividend for 25 consecutive years, signaling a strong commitment to returning value to shareholders. This is further supported by the company's dividend growth over the last twelve months, which is reported to be 10.11%. Additionally, the company has maintained dividend payments for 26 consecutive years, illustrating a consistent approach to shareholder rewards.

InvestingPro Data also reveals that FactSet's revenue growth for the last twelve months as of Q2 2024 is at 7.26%, with a gross profit margin of 53.01%. These figures highlight the company's ability to increase its revenue while maintaining a healthy profit margin, which is crucial for long-term sustainability.

For those interested in gaining more insights and tips, InvestingPro offers additional analysis and metrics. By using the coupon code PRONEWS24, readers can receive an additional 10% off a yearly or biyearly Pro and Pro+ subscription, which includes an expansive list of 9 additional InvestingPro Tips for FactSet Research Systems Inc. The tips provide a comprehensive understanding of the company's financial health, stock valuation, and future profitability prospects. To explore these insights, visit: https://www.investing.com/pro/FDS.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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