Fair Isaac (NYSE:FICO) Director Eva Manolis Sells 967 Shares of Stock

Fair Isaac Corporation (NYSE:FICO) Director Eva Manolis sold 967 shares of Fair Isaac stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $1,400.00, for a total value of $1,353,800.00. Following the transaction, the director owned 498 shares of the company’s stock, valued at $697,200. This trade represents a 66.01% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Fair Isaac Stock Down 1.3%

Shares of Fair Isaac stock opened at $1,124.66 on Friday. The company has a market cap of $24.29 billion, a PE ratio of 32.49, a price-to-earnings-growth ratio of 1.01 and a beta of 1.29. Fair Isaac Corporation has a 52 week low of $870.01 and a 52 week high of $1,998.01. The business has a 50 day moving average price of $1,216.52 and a 200-day moving average price of $1,233.28.

Fair Isaac (NYSE:FICO) last posted its earnings results on Wednesday, July 29th. The technology company reported $12.18 earnings per share for the quarter, beating analysts’ consensus estimates of $11.76 by $0.42. The company had revenue of $674.19 million for the quarter, compared to analyst estimates of $679.17 million. Fair Isaac had a negative return on equity of 32.51% and a net margin of 34.05%.The company’s revenue for the quarter was up 25.7% on a year-over-year basis. During the same quarter last year, the company earned $8.57 earnings per share. Fair Isaac has set its FY 2026 guidance at 42.430-42.430 EPS. As a group, research analysts anticipate that Fair Isaac Corporation will post 38 EPS for the current year.

Key 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

Analyst Upgrades and Downgrades

FICO has been the topic of a number of analyst reports. Weiss Ratings downgraded shares of Fair Isaac from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday. Wells Fargo & Company increased their target price 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. Robert W. Baird set a $1,549.00 price target on shares of Fair Isaac in a research report on Wednesday, April 29th. Barclays cut their price target on shares of Fair Isaac from $2,400.00 to $1,950.00 and set an “overweight” rating on the stock in a report on Friday, April 10th. Finally, Wall Street Zen downgraded shares of Fair Isaac from a “buy” rating to a “hold” rating in a research report on Sunday, June 28th. Twelve research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $1,600.93.

Institutional Investors Weigh In On Fair Isaac

A number of hedge funds have recently modified their holdings of the stock. Bayban purchased a new position in Fair Isaac in the fourth quarter valued at approximately $25,000. Physician Wealth Advisors Inc. increased its position in Fair Isaac by 166.7% in the fourth quarter. Physician Wealth Advisors Inc. now owns 16 shares of the technology company’s stock worth $27,000 after buying an additional 10 shares during the last quarter. Western Wealth Management LLC bought a new stake in shares of Fair Isaac in the first quarter valued at $29,000. Torren Management LLC bought a new stake in shares of Fair Isaac in the fourth quarter valued at $30,000. Finally, Elyxium Wealth LLC purchased a new position in shares of Fair Isaac during the 4th quarter valued at $42,000. Institutional investors own 85.75% of the company’s stock.

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.