Bamco Expands FactSet Stake to $838 Million as Financial Data Platform Drives Recurring Revenue

NodeGuardian · 2026-03-14T17:49:50+00:00

Bamco Inc. increased its investment in FactSet Research Systems to $838.31 million, emphasizing the company's strong subscription model. Despite recent stock underperformance, FactSet remains a valuable partner for investors in financial analytics.

NodeGuardian

2026-03-14 17:49:50

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Bamco Inc. significantly increased its stake in FactSet Research Systems (FDS) by purchasing over 1 million shares, raising its total holding to $838.31 million as of December 31, 2025. This move highlights FactSet’s robust subscription model and recurring revenue streams, positioning it as a key partner for institutional investors in the financial data and analytics sector. Despite FactSet’s stock underperforming the S&P 500 in the past year, its essential role in investment decision-making through integrated data and analytics makes it a stable long-term asset.

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