Silvant Capital Management LLC Purchases New Holdings in Fair Isaac Corporation $FICO

Posted by Geri Gentry on Aug 21st, 2026

Silvant Capital Management LLC acquired a new position in Fair Isaac Corporation (NYSE:FICO – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 39,074 shares of the technology company’s stock, valued at approximately $46,686,000. Fair Isaac accounts for 1.4% of Silvant Capital Management LLC’s investment portfolio, making the stock its 17th largest position. Silvant Capital Management LLC owned about 0.18% of Fair Isaac at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in FICO. Northwestern Mutual Wealth Management Co. lifted its stake in Fair Isaac by 480,776.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 3,327,664 shares of the technology company’s stock worth $5,625,815,000 after acquiring an additional 3,326,972 shares in the last quarter. BlackRock Inc. purchased a new position in Fair Isaac during the 2nd quarter valued at about $2,491,517,000. Capital World Investors grew its stake in Fair Isaac by 10.7% during the 4th quarter. Capital World Investors now owns 894,593 shares of the technology company’s stock valued at $1,512,417,000 after acquiring an additional 86,200 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Fair Isaac by 1.3% in the 4th quarter. Geode Capital Management LLC now owns 719,120 shares of the technology company’s stock valued at $1,213,620,000 after purchasing an additional 8,886 shares during the period. Finally, Morgan Stanley lifted its position in shares of Fair Isaac by 2.3% in the fourth quarter. Morgan Stanley now owns 499,836 shares of the technology company’s stock worth $845,037,000 after purchasing an additional 11,363 shares in the last quarter. 85.75% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

FICO has been the topic of a number of research analyst reports. Weiss Ratings downgraded shares of Fair Isaac from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, July 30th. Royal Bank Of Canada cut their target price on shares of Fair Isaac from $2,400.00 to $1,525.00 and set an “outperform” rating for the company in a research report on Thursday, July 30th. Wall Street Zen lowered shares of Fair Isaac from a “buy” rating to a “hold” rating in a research note on Sunday, June 28th. Wells Fargo & Company boosted their price target on shares of Fair Isaac from $1,400.00 to $1,450.00 and gave the company an “overweight” rating in a report on Thursday, July 30th. Finally, Barclays dropped their price target on shares of Fair Isaac from $1,950.00 to $1,700.00 and set an “overweight” rating on the stock in a research note on Monday, August 10th. Eleven analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $1,553.69.

Get Our Latest Stock Analysis on FICO

Fair Isaac Stock Down 1.3%

Shares of FICO opened at $1,147.03 on Friday. The firm has a market cap of $24.78 billion, a price-to-earnings ratio of 33.13, a price-to-earnings-growth ratio of 1.04 and a beta of 1.30. The company’s fifty day moving average is $1,173.27 and its 200-day moving average is $1,183.74. Fair Isaac Corporation has a 12 month low of $870.01 and a 12 month high of $1,998.01.

Fair Isaac (NYSE:FICO – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The technology company reported $12.18 earnings per share (EPS) for the quarter, beating the consensus estimate of $11.76 by $0.42. The business had revenue of $674.19 million during the quarter, compared to analyst estimates of $679.17 million. Fair Isaac had a net margin of 34.05% and a negative return on equity of 32.51%. Fair Isaac’s quarterly revenue was up 25.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $8.57 EPS. Fair Isaac has set its FY 2026 guidance at 42.430-42.430 EPS. As a group, research analysts predict that Fair Isaac Corporation will post 37.37 earnings per share for the current fiscal year.

Insider Buying and Selling at Fair Isaac

In other news, Director Eva Manolis sold 967 shares of the company’s stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $1,400.00, for a total transaction of $1,353,800.00. Following the completion of the sale, the director owned 498 shares in the company, valued at approximately $697,200. This represents a 66.01% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 3.02% of the stock is owned by corporate insiders.

About Fair Isaac

(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.