Fair Isaac (NYSE:FICO – Get Free Report) had its target price dropped by analysts at Robert W. Baird from $1,960.00 to $1,547.00 in a report issued on Tuesday,Benzinga reports. The brokerage currently has an “outperform” rating on the technology company’s stock. Robert W. Baird’s price target points to a potential upside of 48.32% from the company’s previous close.
Other analysts have also recently issued research reports about the company. Bank of America started coverage on Fair Isaac in a research report on Tuesday, February 17th. They set a “buy” rating and a $1,900.00 price objective for the company. The Goldman Sachs Group cut their price target on Fair Isaac from $2,070.00 to $1,777.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Fair Isaac in a research report on Monday, December 29th. UBS Group lowered their price objective on shares of Fair Isaac from $1,500.00 to $1,350.00 and set a “neutral” rating on the stock in a research note on Wednesday, March 11th. Finally, Needham & Company LLC reissued a “buy” rating on shares of Fair Isaac in a report on Thursday, February 26th. Nine analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, Fair Isaac has an average rating of “Moderate Buy” and a consensus target price of $1,886.69.
Read Our Latest Report on FICO
Fair Isaac Trading Up 4.8%
Fair Isaac (NYSE:FICO – Get Free Report) last announced its earnings results on Wednesday, January 28th. The technology company reported $7.33 earnings per share for the quarter, beating analysts’ consensus estimates of $7.08 by $0.25. The business had revenue of $766.00 million during the quarter, compared to analyst estimates of $501.05 million. Fair Isaac had a net margin of 31.89% and a negative return on equity of 40.98%. The company’s quarterly revenue was up 16.4% compared to the same quarter last year. During the same period in the previous year, the business earned $5.79 EPS. Fair Isaac has set its FY 2026 guidance at 38.170-38.170 EPS. As a group, equities analysts predict that Fair Isaac will post 24.15 earnings per share for the current year.
Fair Isaac announced that its board has approved a share buyback plan on Wednesday, February 25th that allows the company to buyback $1.50 billion in outstanding shares. This buyback authorization allows the technology company to purchase up to 5.2% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s leadership believes its shares are undervalued.
Insider Transactions at Fair Isaac
In related news, Director Eva Manolis sold 520 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $1,227.63, for a total value of $638,367.60. Following the transaction, the director directly owned 344 shares of the company’s stock, valued at approximately $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 accessible through this link. Also, Director Joanna Rees sold 358 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $1,360.00, for a total value of $486,880.00. Following the completion of the transaction, the director owned 11,204 shares of the company’s stock, valued at $15,237,440. The trade was a 3.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 3.02% of the company’s stock.
Institutional Investors Weigh In On Fair Isaac
Several institutional investors and hedge funds have recently modified their holdings of FICO. Bayban purchased a new position in Fair Isaac during the fourth quarter valued at $25,000. Physician Wealth Advisors Inc. lifted its stake in Fair Isaac by 166.7% in the 4th quarter. Physician Wealth Advisors Inc. now owns 16 shares of the technology company’s stock worth $27,000 after purchasing an additional 10 shares in the last quarter. Ransom Advisory Ltd bought a new position in shares of Fair Isaac during the 3rd quarter valued at about $30,000. Meeder Asset Management Inc. grew its position in shares of Fair Isaac by 66.7% during the third quarter. Meeder Asset Management Inc. now owns 20 shares of the technology company’s stock valued at $30,000 after purchasing an additional 8 shares in the last quarter. Finally, Root Financial Partners LLC purchased a new position in shares of Fair Isaac during the third quarter valued at about $30,000. Institutional investors own 85.75% of the company’s stock.
Fair Isaac News Roundup
Here are the key news stories impacting Fair Isaac this week:
- Positive Sentiment: FICO announced its “FICO Score Credit Lab” initiative aimed at broader inclusion and deeper lender‑analytics integrations — a potential revenue and wallet‑share positive if it accelerates adoption by lenders. FICO Score Credit Lab Targets Inclusion While Deepening Lender Analytics Ties
- Positive Sentiment: Street coverage remains constructive overall: brokerages’ consensus recommendation is reported as “Moderate Buy,” which supports demand from institutional investors and provides a base of analyst support. Fair Isaac Corporation (NYSE:FICO) Receives Consensus Recommendation of “Moderate Buy” from Brokerages
- Neutral Sentiment: Industry commentary and pipeline reporting discuss broader mortgage tech trends (eNotes, AI in servicing, data tools) that could change lender workflows — these are background developments that may affect score‑product adoption timing but are not immediate catalysts. eNote, AI, Servicing, Data Tools; Trigger Lead Adjustments; FICO Investigation; Home Price Appreciation is Complicated
- Negative Sentiment: Regulatory and political scrutiny intensified: a senator has called for an FTC probe into FICO’s mortgage‑score pricing, creating regulatory risk and potential margin/contract pressure for FICO’s core scoring business. Senator calls for FTC investigation into FICO score pricing
- Negative Sentiment: J.P. Morgan trimmed its price target and flagged pricing‑pressure risk in mortgage scoring; that analyst action (and related commentary from other banks) has weighed on sentiment and helped trigger recent selling. FICO stock declines amid pricing pressures; J.P. Morgan trims price target
- Negative Sentiment: Legal/investor‑protection noise: a plaintiff firm is investigating potential claims against FICO executives—this raises headline risk and could amplify volatility even if it does not become a material legal exposure. Fair Isaac Shareholders Are Encouraged to Reach Out to Johnson Fistel for More Information About Potentially Recovering Their Losses
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.
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