Stocks / Software
FDSSoftware
Factset Research Systems
$262.931d -5.8%5d -14.1%settled close · 2026-09-10
Mkt cap $7.3B (9/8)β 0.1652w $190–375Shares 37.1MInd. Services-Computer Programming, Data ProcessingNYSE since 1996Emp. 12,886HQ Norwalk, CTfactset.com
The tape, with the calls on it
Who said what, and what FDS did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about FDS
1 longlatest 2026-07-24
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-24 | Ron BaronFounder & CEO, Baron Capital Management | Bullish | The Compound | FactSet's new CEO (McKinsey/JPMorgan pedigree) is embedding proprietary financial data into client workflows… |
Idea Scout tracks who’s
talking across television, podcasts, and interviews — every stance
dated to the appearance it came from.
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Earnings
Next report: 30 Sep 2026 after the close
Confirmed date · consensus EPS 4.37. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where FDS’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 19 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-10 | ||||||
| 2026-09-03 | ||||||
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| 2026-07-28 | ||||||
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| 2026-04-07 | ||||||
| 2026-04-01 | ||||||
| 2026-03-30 | ||||||
| 2026-03-20 | ||||||
| 2026-03-19 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
FDS is in this morning’s Brief.
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