Fair Isaac Corporation (NYSE:FICO – Get Free Report) Director Eva Manolis sold 967 shares of the business’s stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $1,400.00, for a total value of $1,353,800.00. Following the transaction, the director directly owned 498 shares in the company, valued at approximately $697,200. This trade represents a 66.01% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Fair Isaac Trading Down 1.3%
NYSE:FICO traded down $14.88 on Friday, hitting $1,124.66. The company’s stock had a trading volume of 926,370 shares, compared to its average volume of 346,772. Fair Isaac Corporation has a one year low of $870.01 and a one year high of $1,998.01. The firm has a market capitalization of $26.08 billion, a P/E ratio of 32.49, a price-to-earnings-growth ratio of 1.22 and a beta of 1.29. The stock has a fifty day moving average of $1,218.85 and a two-hundred day moving average of $1,234.05.
Fair Isaac (NYSE:FICO – Get Free Report) last issued its earnings results on Wednesday, July 29th. The technology company reported $12.18 EPS for the quarter, topping the consensus estimate of $11.76 by $0.42. The company had revenue of $674.19 million during the quarter, compared to the consensus estimate of $679.17 million. Fair Isaac had a negative return on equity of 42.05% and a net margin of 34.05%.The firm’s revenue for the quarter was up 25.7% compared to the same quarter last year. During the same period in the previous year, the company posted $8.57 EPS. Fair Isaac has set its FY 2026 guidance at 42.430-42.430 EPS. As a group, sell-side analysts anticipate that Fair Isaac Corporation will post 38 EPS for the current year.
Wall Street Analysts Forecast Growth
Get Our Latest Stock Analysis on FICO
More Fair Isaac News
Here are the key news stories impacting Fair Isaac this week:
- Positive Sentiment: FICO beat earnings expectations and raised its outlook. Fiscal third-quarter EPS was $12.18, above the roughly $11.76–$12.02 consensus range, while revenue increased 25.7% year over year to $674.2 million. The company raised fiscal 2026 EPS guidance to $42.43, slightly ahead of the $42.06 consensus, with revenue guidance of approximately $2.5 billion. Fair Isaac Raises Guidance As FICO Score Business Drives Growth
- Positive Sentiment: The Scores business remained the key growth engine. Demand for FICO Scores drove revenue growth, operating leverage and margin expansion. Operating profit rose 38.1% year over year to $362.6 million, and operating cash flow increased 32.9% to $380.4 million. Fair Isaac Q3 Earnings Beat Estimates on Scores, Revenues Up Year Over Year
- Positive Sentiment: Analysts remained constructive. Wolfe Research maintained a Buy rating with a $1,450 price target, citing earnings strength, margin expansion and growing platform annual recurring revenue. Needham also reaffirmed its Buy rating with a $1,650 target. Analyst Maintains Buy on FICO
- Neutral Sentiment: Performance was mixed across business lines. Revenue fell short of analyst expectations near $679 million to $692 million, depending on the estimate cited. Strong Scores demand and profitability were partly offset by softer software growth.
- Negative Sentiment: Near-term mortgage headwinds and downside guidance details pressured the stock. Investors appear concerned that weaker mortgage activity and slower software momentum could limit growth, making the revenue miss more important than the EPS beat. The sharp reaction marked the stock’s weakest performance in several years. FICO Stock Drops the Most in 6 Years
Institutional Investors Weigh In On Fair Isaac
Hedge funds and other institutional investors have recently made changes to their positions in the business. Soltis Investment Advisors LLC bought a new position in shares of Fair Isaac in the fourth quarter worth $2,379,000. Brighton Jones LLC lifted its position in Fair Isaac by 168.7% during the fourth quarter. Brighton Jones LLC now owns 481 shares of the technology company’s stock worth $958,000 after purchasing an additional 302 shares during the period. Titan Global Capital Management USA LLC grew its stake in Fair Isaac by 42.6% during the fourth quarter. Titan Global Capital Management USA LLC now owns 7,993 shares of the technology company’s stock worth $13,513,000 after buying an additional 2,387 shares in the last quarter. Altrafin AG bought a new position in Fair Isaac in the 4th quarter valued at about $2,117,000. Finally, M.D. Sass LLC acquired a new position in shares of Fair Isaac in the 4th quarter valued at approximately $55,660,000. 85.75% of the stock is currently owned by institutional investors and hedge funds.
About Fair Isaac
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.
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