Moran Wealth Management Buys $4.46M Stake in FactSet Research Systems

The investment firm added 15,363 shares of the business services provider in Q4 2025.

Apr. 19, 2026 at 10:18am

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A high-contrast black and white close-up image of the intricate inner workings of a financial data server, conveying the complex machinery that underpins the modern investment industry.The hidden infrastructure that powers the flow of financial data and analytics for the investment community.Norwalk Today

Moran Wealth Management LLC acquired a new stake in shares of FactSet Research Systems Inc. (NYSE:FDS) during the fourth quarter of 2025, according to a recent 13F filing with the Securities and Exchange Commission. The firm purchased 15,363 shares of the business services provider's stock, valued at approximately $4.46 million.

Why it matters

FactSet Research Systems is a leading provider of integrated financial data and analytics to the investment community. This investment by Moran Wealth Management reflects ongoing institutional interest in the company's products and services, which aggregate content from thousands of sources to deliver real-time and historical market data, company fundamentals, estimates, and proprietary analytics.

The details

Moran Wealth Management's new position in FactSet Research Systems was part of a broader strategy to expand its investment portfolio during the fourth quarter. The firm also holds stakes in other financial data and technology companies that serve the investment management industry.

  • Moran Wealth Management acquired the FactSet Research Systems shares in Q4 2025.

The players

Moran Wealth Management LLC

An investment management firm that provides financial planning and wealth management services.

FactSet Research Systems Inc.

A global provider of integrated financial data and analytics to the investment community, headquartered in Norwalk, Connecticut.

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The takeaway

This investment by Moran Wealth Management underscores the continued appeal of FactSet Research Systems among institutional investors seeking exposure to leading financial data and analytics providers serving the asset management industry.