Fair Isaac Corporation $FICO Shares Sold by American Century Companies Inc.

American Century Companies Inc. decreased its position in Fair Isaac Corporation (NYSE:FICO) by 15.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 335,922 shares of the technology company’s stock after selling 61,467 shares during the quarter. American Century Companies Inc.’s holdings in Fair Isaac were worth $502,717,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in shares of Fair Isaac by 168.7% in the 4th quarter. Brighton Jones LLC now owns 481 shares of the technology company’s stock valued at $958,000 after buying an additional 302 shares during the period. Great Lakes Advisors LLC boosted its holdings in Fair Isaac by 5.7% during the 1st quarter. Great Lakes Advisors LLC now owns 112 shares of the technology company’s stock valued at $207,000 after acquiring an additional 6 shares during the period. Woodline Partners LP grew its position in Fair Isaac by 46.1% in the 1st quarter. Woodline Partners LP now owns 2,138 shares of the technology company’s stock valued at $3,943,000 after acquiring an additional 675 shares in the last quarter. Teacher Retirement System of Texas increased its stake in Fair Isaac by 4.2% during the second quarter. Teacher Retirement System of Texas now owns 3,710 shares of the technology company’s stock worth $6,782,000 after purchasing an additional 148 shares during the period. Finally, Howard Capital Management Inc. increased its stake in Fair Isaac by 22.1% during the second quarter. Howard Capital Management Inc. now owns 138 shares of the technology company’s stock worth $252,000 after purchasing an additional 25 shares during the period. 85.75% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

FICO has been the subject of several recent research reports. BMO Capital Markets lowered their price objective on shares of Fair Isaac from $2,300.00 to $2,200.00 and set an “outperform” rating for the company in a research note on Thursday, November 6th. Bank of America initiated coverage on shares of Fair Isaac in a report on Tuesday, February 17th. They set a “buy” rating and a $1,900.00 target price on the stock. JPMorgan Chase & Co. raised their price target on shares of Fair Isaac from $1,750.00 to $1,825.00 and gave the company a “neutral” rating in a research report on Thursday, November 6th. Jefferies Financial Group boosted their price target on shares of Fair Isaac from $2,100.00 to $2,200.00 and gave the stock a “buy” rating in a research note on Friday, January 16th. Finally, The Goldman Sachs Group cut their price objective on Fair Isaac from $2,070.00 to $1,777.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. Nine investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $1,994.62.

Insider Buying and Selling

In other Fair Isaac news, Director Eva Manolis sold 520 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $1,227.63, for a total transaction of $638,367.60. Following the transaction, the director owned 344 shares of the company’s stock, valued at approximately $422,304.72. This trade represents a 60.19% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Steven P. Weber sold 1,426 shares of Fair Isaac stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $1,810.00, for a total value of $2,581,060.00. Following the sale, the chief financial officer owned 2,804 shares in the company, valued at $5,075,240. This trade represents a 33.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 2,825 shares of company stock worth $4,657,565 in the last ninety days. 3.02% of the stock is owned by corporate insiders.

Fair Isaac Stock Up 1.5%

FICO stock opened at $1,409.72 on Friday. The business has a 50 day moving average price of $1,513.82 and a 200 day moving average price of $1,588.43. The stock has a market cap of $33.44 billion, a price-to-earnings ratio of 52.17, a PEG ratio of 1.34 and a beta of 1.27. Fair Isaac Corporation has a fifty-two week low of $1,193.09 and a fifty-two week high of $2,217.60.

Fair Isaac (NYSE:FICO) last released its quarterly earnings data on Wednesday, January 28th. The technology company reported $7.33 earnings per share for the quarter, topping analysts’ consensus estimates of $7.08 by $0.25. Fair Isaac had a net margin of 31.89% and a negative return on equity of 40.98%. The company had revenue of $766.00 million for the quarter, compared to analysts’ expectations of $501.05 million. During the same quarter last year, the company earned $5.79 earnings per share. The firm’s revenue for the quarter was up 16.4% on a year-over-year basis. Fair Isaac has set its FY 2026 guidance at 38.170-38.170 EPS. As a group, sell-side analysts anticipate that Fair Isaac Corporation will post 24.15 EPS for the current year.

Fair Isaac declared that its board has approved a stock repurchase program on Wednesday, February 25th that permits the company to buyback $1.50 billion in outstanding shares. This buyback authorization permits the technology company to buy up to 5.2% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s leadership believes its stock is undervalued.

Fair Isaac Company Profile

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.