Fair Isaac Corporation $FICO Stock Sold by Lindsell Train Ltd

Posted by Brian Himes on Nov 6th, 2026

Lindsell Train Ltd decreased its stake in shares of Fair Isaac Corporation (NYSE:FICO – Free Report) by 5.9% during the 3rd quarter, Holdings Channel.com reports. The firm owned 212,785 shares of the technology company’s stock after selling 13,401 shares during the period. Fair Isaac accounts for approximately 5.4% of Lindsell Train Ltd’s portfolio, making the stock its 7th biggest position. Lindsell Train Ltd’s holdings in Fair Isaac were worth $126,069,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of FICO. XXEC Inc. purchased a new position in shares of Fair Isaac in the 2nd quarter valued at about $33,189,000. BlackRock Inc. acquired a new position in shares of Fair Isaac during the second quarter worth about $2,491,517,000. Primecap Management Co. CA acquired a new position in shares of Fair Isaac during the second quarter worth about $433,508,000. Van ECK Associates Corp increased its stake in shares of Fair Isaac by 95.0% during the second quarter. Van ECK Associates Corp now owns 223,798 shares of the technology company’s stock worth $267,389,000 after buying an additional 109,027 shares during the period. Finally, Arrowstreet Capital Limited Partnership raised its holdings in Fair Isaac by 9.2% in the first quarter. Arrowstreet Capital Limited Partnership now owns 175,917 shares of the technology company’s stock valued at $187,798,000 after acquiring an additional 14,792 shares in the last quarter. Institutional investors and hedge funds own 85.75% of the company’s stock.

Trending Headlines about Fair Isaac

Here are the key news stories impacting Fair Isaac this week:

Positive Sentiment: FICO reported quarterly earnings of $11.10 per share and revenue of $657.05 million, beating analyst estimates. Revenue grew 27.4% year over year, with scores, pricing and software growth contributing. Read More.
Positive Sentiment: Management also highlighted software-platform growth, wider score adoption and strong cash flow. More lenders joined FICO’s Preferred Program, and a regional lender upgraded to Auto Score 10, supporting continued product adoption. Read More. · Read More.
Negative Sentiment: FICO withheld fiscal 2027 guidance amid uncertainty as it shifts mortgage-origination pricing from a flat fee to customer-specific pricing. Investors lack visibility into the effect on revenue, while a low-priced competitor adds pressure to assess FICO’s pricing power. Read More.
Negative Sentiment: Several firms cut their price targets, reflecting a more cautious outlook: JPMorgan lowered its target to $800 from $900 and moved to neutral; Barclays cut to $800 from $875 but kept an overweight rating; Needham reduced its target to $925 from $1,100 while retaining a buy rating; and Wells Fargo lowered its target to $650 from $735. Read More. · Read More. · Read More. · Read More.

Analysts Set New Price Targets

A number of brokerages recently issued reports on FICO. Royal Bank Of Canada downgraded shares of Fair Isaac from an “outperform” rating to a “sector perform” rating and decreased their price target for the stock from $1,045.00 to $770.00 in a research note on Thursday. UBS Group reissued a “buy” rating on shares of Fair Isaac in a research report on Thursday. Robert W. Baird dropped their price objective on shares of Fair Isaac from $1,549.00 to $1,070.00 and set an “outperform” rating on the stock in a research report on Friday, October 2nd. BMO Capital Markets reduced their price objective on shares of Fair Isaac from $1,150.00 to $897.00 and set an “outperform” rating on the stock in a report on Monday, October 26th. Finally, Bank of America cut shares of Fair Isaac from a “buy” rating to a “neutral” rating and decreased their price objective for the stock from $1,400.00 to $700.00 in a research report on Wednesday, September 30th. Nine analysts have rated the stock with a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $922.75.

Check Out Our Latest Stock Analysis on FICO

Fair Isaac Stock Performance

Shares of FICO stock opened at $708.25 on Friday. The firm has a market cap of $15.30 billion, a price-to-earnings ratio of 19.50, a PEG ratio of 0.85 and a beta of 1.36. Fair Isaac Corporation has a 1 year low of $586.05 and a 1 year high of $1,858.91. The stock’s 50-day moving average is $836.72 and its two-hundred day moving average is $1,111.06.

Fair Isaac (NYSE:FICO – Get Free Report) last posted its quarterly earnings data on Wednesday, November 4th. The technology company reported $11.10 earnings per share for the quarter, beating the consensus estimate of $10.69 by $0.41. Fair Isaac had a negative return on equity of 31.37% and a net margin of 32.94%. The business had revenue of $657.05 million during the quarter, compared to the consensus estimate of $651.73 million. During the same period in the prior year, the company earned $7.74 earnings per share. The company’s revenue was up 27.4% compared to the same quarter last year. As a group, research analysts predict that Fair Isaac Corporation will post 40.03 EPS for the current year.

Fair Isaac Company Profile

(Free Report)

Fair Isaac Corporation, commonly known as FICO, develops analytics and decision-management software used by businesses to assess risk, detect fraud and make customer-related decisions. The company is best known for the FICO Score, a credit-risk scoring system used by lenders and other financial institutions to evaluate consumer creditworthiness.

FICO’s offerings include credit scoring solutions, decisioning platforms, fraud-detection tools, customer management software and predictive analytics.