FactSet (FDS) Protective Put Calculator
Calculator · free · no signup · FDSPrice a protective put, zero-cost collar, or put spread on FactSet. Annual cost, max loss, upside cap, tax treatment, auto-filled from current FDS option chain.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
You priced one hedge. The beta picks the right hedge structure given your full equity stack and tax situation.
Request beta access →Related calculators: Stock Concentration Calculator
About FactSet
FactSet (FDS) is a public Data company, incorporated in Delaware and headquartered in Norwalk, CT.
Last close: $285.41 per share (as of 2026-08-19).
Equity grants at FactSet typically include restricted stock units (RSUs).
FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and software. For fiscal year 2024, FactSet's total ASV and professional services revenues were $2.2 billion. FactSet's total market value is approximately $17 billion.
Source: Wikipedia (CC BY-SA 4.0)
Howard Wille and Charles Snyder started the company in 1978 to deliver financial data to analysts, and it sells a workstation and data feeds to investment banks, asset managers, and corporate finance teams. Subscriptions are annual and priced per user, so client headcount in the financial industry is close to a direct input into revenue. Competition with Bloomberg and larger data vendors is fought on content breadth and workflow integration rather than price. Retention rates in the high nineties reflect how deeply the data sits in client models. Headquarters are in Norwalk, Connecticut.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by FactSet.
A protective put caps your downside on the FDS position at a chosen floor; a zero-cost collar pays for that floor by capping the upside. This calculator prices both structures off the current FDS option chain, with annual cost, max loss, and tax-treatment notes.
Example: a 5,000-share FDS position at $285.41 is worth $1,427,050. A 1-year 30%-OTM put on that position typically runs 2-4% of position value per year (about $28,541 to $57,082) before any premium offset from a short call. The calculator prices both structures off FDS's current option chain so you see the actual cost for your chosen floor, tenor, and cap.
All FactSet tools → · Use the generic Protect Your Stock Calculator for any company.
FactSet equity questions
- How much does it cost to hedge FDS stock?
- The cost of a protective put depends on how far below the current price you set the floor, how long the protection lasts, and FDS's option-implied volatility. A zero-cost collar lowers that cost by selling away some upside. The calculator above prices both structures off the current FDS option chain and shows the annual cost, maximum loss, and tax treatment.
- Does FactSet grant ISOs, NSOs, or RSUs?
- Equity compensation at FactSet typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
Find another companyData peers
One piece of the puzzle.
OptionsAhoy plans your FactSet equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.