Fair Isaac (NYSE:FICO) Stock Price Up 6.1% – What’s Next?

Posted by Brian Himes on May 18th, 2026

Fair Isaac Corporation (NYSE:FICO – Get Free Report) shares rose 6.1% during mid-day trading on Monday . The company traded as high as $1,171.00 and last traded at $1,166.1430. Approximately 71,220 shares changed hands during trading, a decline of 80% from the average daily volume of 353,551 shares. The stock had previously closed at $1,098.59.

Analyst Upgrades and Downgrades

FICO has been the subject of a number of recent research reports. Wall Street Zen cut shares of Fair Isaac from a “buy” rating to a “hold” rating in a research note on Sunday. Barclays decreased their target price on shares of Fair Isaac from $2,400.00 to $1,950.00 and set an “overweight” rating for the company in a research note on Friday, April 10th. UBS Group lowered their price target on Fair Isaac from $1,200.00 to $1,150.00 and set a “neutral” rating on the stock in a report on Thursday, April 23rd. Wells Fargo & Company decreased their price objective on Fair Isaac from $1,650.00 to $1,400.00 and set an “overweight” rating for the company in a research report on Thursday, April 30th. Finally, JPMorgan Chase & Co. cut their price target on Fair Isaac from $1,325.00 to $1,225.00 and set a “neutral” rating for the company in a research note on Thursday, April 30th. Ten analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,655.07.

Get Our Latest Stock Report on FICO

Fair Isaac Stock Performance

The company has a 50-day moving average of $1,095.16 and a 200-day moving average of $1,427.79. The stock has a market capitalization of $27.20 billion, a price-to-earnings ratio of 37.15, a P/E/G ratio of 0.97 and a beta of 1.24.

Fair Isaac (NYSE:FICO – Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The technology company reported $12.50 earnings per share for the quarter, topping analysts’ consensus estimates of $11.03 by $1.47. Fair Isaac had a negative return on equity of 41.04% and a net margin of 33.67%.The company had revenue of $691.68 million during the quarter, compared to analysts’ expectations of $630.21 million. During the same period in the previous year, the firm posted $7.81 earnings per share. The business’s revenue for the quarter was up 38.7% compared to the same quarter last year. Fair Isaac has set its FY 2026 guidance at 40.450-40.450 EPS. As a group, analysts expect that Fair Isaac Corporation will post 37.99 earnings per share for the current year.

Fair Isaac announced that its board has initiated a share repurchase plan on Wednesday, February 25th that authorizes the company to repurchase $1.50 billion in shares. This repurchase authorization authorizes the technology company to repurchase up to 5.2% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s board believes its shares are undervalued.

Insider Buying and Selling

In related news, Director Eva Manolis sold 520 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $1,227.63, for a total value of $638,367.60. Following the sale, the director directly owned 344 shares in the company, valued at $422,304.72. The trade was a 60.19% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 3.02% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Fair Isaac

Several large investors have recently made changes to their positions in FICO. Heartland Bank & Trust Co grew its holdings in Fair Isaac by 1.3% in the 3rd quarter. Heartland Bank & Trust Co now owns 464 shares of the technology company’s stock valued at $694,000 after buying an additional 6 shares during the last quarter. GW&K Investment Management LLC grew its holdings in shares of Fair Isaac by 4.6% during the 3rd quarter. GW&K Investment Management LLC now owns 136 shares of the technology company’s stock worth $204,000 after purchasing an additional 6 shares in the last quarter. Great Lakes Advisors LLC increased its position in shares of Fair Isaac by 5.7% during the first quarter. Great Lakes Advisors LLC now owns 112 shares of the technology company’s stock valued at $207,000 after purchasing an additional 6 shares during the period. Capital Investment Advisory Services LLC lifted its position in Fair Isaac by 1.9% in the fourth quarter. Capital Investment Advisory Services LLC now owns 367 shares of the technology company’s stock worth $620,000 after purchasing an additional 7 shares during the period. Finally, San Luis Wealth Advisors LLC boosted its stake in Fair Isaac by 2.8% during the third quarter. San Luis Wealth Advisors LLC now owns 253 shares of the technology company’s stock worth $379,000 after buying an additional 7 shares in the last quarter. Institutional investors and hedge funds own 85.75% of the company’s stock.

Fair Isaac Company Profile

(Get Free Report)

Fair Isaac Corporation, commonly known as FICO, is a data analytics and software company best known for its FICO Score, a widely used credit-scoring system that helps lenders assess consumer credit risk. Founded in 1956 by Bill Fair and Earl Isaac, the company has evolved from its origins in statistical credit scoring to a broader focus on predictive analytics, decision management and artificial intelligence-driven solutions for financial services and other industries. FICO is headquartered in San Jose, California, and operates globally, serving clients across North America, Latin America, Europe, the Middle East, Africa and the Asia-Pacific region.

FICO’s product portfolio centers on analytics and decisioning technologies.