FICO
FAIR ISAAC CORP
$1,207.34
+6.16%
$28.0B
No data for this timeframe.
Vol
Market Cap$28.0B
Cap SizeLarge Cap
Analyst ConsensusBuy (69%)
Inst. Holders9 funds
Inst. Value$7.4B
Inst. Activity1 buys / 1 sells
Reddit Sentiment59° Warm
SEC Reports1
Congressional5 trades
Recent Activity
Jun 8, 2026
SEC
FICO entered into a $1.5 billion incremental term loan and immediately borrowed the full amount to fund a $1.5 billion a
8-K — Impact 7/10
Jun 5, 2026
Insider
LANSING WILLIAM J sold 236 shares
President and CEO @ $1,137.33 ($268.4K)
Jun 5, 2026
Insider
LANSING WILLIAM J sold 784 shares
President and CEO @ $0.00 ($0.00)
Jun 4, 2026
Insider
LANSING WILLIAM J sold 784 shares
President and CEO @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
289,958 shares ($490.2M)
Inst.
WELLS FARGO & COMPANY/MN — TRIM
40,635 shares ($68.7M)
May 18, 2026
dark_pool
Dark Pool: FICO — 0.4M shares, 37,717 trades
Week starting 2026-05-18. Total ATS volume: 431,529 shares across 37,717 trades.
Apr 22, 2026
Congress
Michael McCaul sell
$1,001 - $15,000 — House
Price Targets
$1,527.50
+24.7% upside
Strong Buy
Current $1,225.15
Low $707.00
Median $1,546.00
High $2,400.00
20 analysts
$707.00
$2,400.00
Analyst Ratings
6Strong Buy
14Buy
8Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 9, 2026 | Needham | REITERATE | Buy → Buy |
| May 19, 2026 | B of A Securities | MAINTAIN | Buy → Buy |
| May 4, 2026 | Jefferies | MAINTAIN | Buy → Buy |
| Apr 30, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Apr 30, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $11.69 | $10.11 — $12.73 | 36% YoY | 16 |
| Next Q | $11.41 | $10.03 — $12.30 | 47% YoY | 16 |
| Current FY | $43.05 | $40.15 — $45.96 | 44% YoY | 20 |
| Next FY | $54.33 | $50.00 — $62.93 | 26% YoY | 20 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $5.1B | — |
| MORGAN STANLEY | $845.0M | — |
| NORGES BANK | $490.2M | NEW |
| FMR LLC | $388.6M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $303.3M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | LANSING WILLIAM | F | $268.4K |
| Jun 5, 2026 | LANSING WILLIAM | M | $0.00 |
| Jun 4, 2026 | LANSING WILLIAM | A | $0.00 |
| May 23, 2026 | Behl Nikhil | F | $1.2M |
| May 23, 2026 | Behl Nikhil | M | $0.00 |
Reddit Sentiment
59°▲
Warm
Bearish
Neutral
Bullish
Congressional Trades
3 members: 2 buys, 3 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Michael McCaul | R | SELL | $1,001 - $15,000 |
| Gilbert Cisneros | D | BUY | $1,001 - $15,000 |
| Gilbert Cisneros | D | SELL | $1,001 - $15,000 |
9 institutional holders with $7.4B total value (4,369,564 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 3,000,648 | $5.1B | 68.7% | — |
| 2 | MORGAN STANLEY | 499,836 | $845.0M | 11.4% | — |
| 3 | NORGES BANK | 289,958 | $490.2M | 6.6% | NEW |
| 4 | FMR LLC | 229,855 | $388.6M | 5.3% | ADD +25.3% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 179,373 | $303.3M | 4.1% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 126,294 | $213.5M | 2.9% | TRIM -26.4% |
| 7 | WELLS FARGO & COMPANY/MN | 40,635 | $68.7M | 0.9% | TRIM -33.1% |
| 8 | YACKTMAN ASSET MANAGEMENT LP | 2,744 | $4.6M | 0.1% | NEW |
| 9 | ARIEL INVESTMENTS, LLC | 221 | $373.6K | 0.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 289,958 | — | $490.2M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 60,746 | 40,635 | -33.1% | $68.7M | 2025-Q4 |
| FMR LLC | ADD | 176,389 | 220,972 | +25.3% | $330.7M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 196,312 | 144,480 | -26.4% | $216.2M | 2025-Q3 |
| UBS Group AG | TRIM | 84,899 | 61,177 | -27.9% | $91.6M | 2025-Q3 |
| YACKTMAN ASSET MANAGEMENT LP | NEW | — | 2,534 | — | $3.8M | 2025-Q3 |
| NORGES BANK | EXIT | 200,131 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 18,100 | 0 | -100.0% | $0.00 | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 1,200 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 200,131 | — | $365.8M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 52,550 | 18,100 | -65.6% | $33.1M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 11,350 | 1,200 | -89.4% | $2.2M | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 107,561 | 302,773 | +181.5% | $558.4M | 2025-Q1 |
| FMR LLC | ADD | 123,123 | 185,405 | +50.6% | $341.9M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 34,221 | 52,550 | +53.6% | $96.9M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 1,142 | 11,350 | +893.9% | $20.9M | 2025-Q1 |
| NORGES BANK | EXIT | 222,192 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | ADD | 144,405 | 222,192 | +53.9% | $442.4M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 101,986 | 67,454 | -33.9% | $134.3M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 18,750 | 34,221 | +82.5% | $68.1M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 163,550 | — | $317.9M | 2024-Q3 |
10 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | LANSING WILLIAM J | President and CEO | F | 236 | $1,137.33 | $268.4K |
| Jun 5, 2026 | LANSING WILLIAM J | President and CEO | M | 784 | $0.00 | $0.00 |
| Jun 4, 2026 | LANSING WILLIAM J | President and CEO | A | 784 | $0.00 | $0.00 |
| May 23, 2026 | Behl Nikhil | President, Software | F | 998 | $1,239.91 | $1.2M |
| May 23, 2026 | Behl Nikhil | President, Software | M | 2,194 | $0.00 | $0.00 |
| May 23, 2026 | Behl Nikhil | President, Software | M | 2,194 | $0.00 | $0.00 |
| May 15, 2026 | Weber Steven P. | Executive Vice President & CFO | M | 706 | $0.00 | $0.00 |
| May 15, 2026 | Weber Steven P. | Executive Vice President & CFO | F | 310 | $1,098.59 | $340.6K |
| May 15, 2026 | Weber Steven P. | Executive Vice President & CFO | M | 706 | $0.00 | $0.00 |
| Mar 4, 2026 | ARREDONDO FABIOLA R | Director | M | 154 | $0.00 | $0.00 |
| Mar 4, 2026 | KELLY BRADEN R | Director | A | 363 | $0.00 | $0.00 |
| Mar 4, 2026 | KELLY BRADEN R | Director | A | 220 | $0.00 | $0.00 |
| Mar 4, 2026 | MCMORRIS MARC F | Director | A | 136 | $0.00 | $0.00 |
| Mar 4, 2026 | MCMORRIS MARC F | Director | A | 99 | $0.00 | $0.00 |
| Mar 4, 2026 | Rey David A | Director | A | 182 | $0.00 | $0.00 |
| Mar 4, 2026 | Stansbury Henry Tayloe | Director | M | 77 | $0.00 | $0.00 |
| Mar 4, 2026 | Manolis Eva | Director | M | 154 | $0.00 | $0.00 |
| Mar 4, 2026 | MCMORRIS MARC F | Director | M | 77 | $0.00 | $0.00 |
| Mar 4, 2026 | ARREDONDO FABIOLA R | Director | M | 154 | $0.00 | $0.00 |
| Mar 4, 2026 | ARREDONDO FABIOLA R | Director | A | 198 | $0.00 | $0.00 |
| Mar 4, 2026 | KELLY BRADEN R | Director | M | 171 | $0.00 | $0.00 |
| Mar 4, 2026 | KELLY BRADEN R | Director | M | 171 | $0.00 | $0.00 |
| Mar 4, 2026 | Manolis Eva | Director | M | 154 | $0.00 | $0.00 |
| Mar 4, 2026 | Manolis Eva | Director | A | 508 | $0.00 | $0.00 |
| Mar 4, 2026 | MCMORRIS MARC F | Director | M | 77 | $0.00 | $0.00 |
| Mar 4, 2026 | Rey David A | Director | M | 94 | $0.00 | $0.00 |
| Mar 4, 2026 | Rey David A | Director | M | 94 | $0.00 | $0.00 |
| Mar 4, 2026 | Stansbury Henry Tayloe | Director | M | 77 | $0.00 | $0.00 |
| Mar 4, 2026 | Stansbury Henry Tayloe | Director | A | 198 | $0.00 | $0.00 |
| Mar 4, 2026 | Rees Joanna | Director | A | 55 | $0.00 | $0.00 |
| Mar 4, 2026 | Rees Joanna | Director | A | 198 | $0.00 | $0.00 |
| Feb 25, 2026 | Manolis Eva | Director | M | 520 | $247.82 | $128.9K |
| Feb 25, 2026 | Manolis Eva | Director | M | 520 | $0.00 | $0.00 |
| Feb 24, 2026 | Rey David A | Director | M | 3,192 | $247.82 | $791.0K |
| Feb 24, 2026 | Rey David A | Director | M | 3,192 | $0.00 | $0.00 |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 0 neutral. Avg impact: 7.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (69% buy). Based on 29 analysts: 6 strong buy, 14 buy, 8 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$1,527.50 mean target
+24.7% upside
Strong Buy (1.85)
$707.00 Low
$2,400.00 High
| Metric | Value |
|---|---|
| Current Price | $1,225.15 |
| Target Low | $707.00 |
| Target Mean | $1,527.50 |
| Target Median | $1,546.00 |
| Target High | $2,400.00 |
| # Analysts | 20 |
| Recommendation | Strong Buy (1.85) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$11.69 | $10.11 | $12.73 | 36.4% | +0.0% | 7↑ 8↓ | $0.7B | 25.7% | 16 |
| Next Q 2026-09-30 |
$11.41 | $10.03 | $12.30 | 47.5% | -0.2% | 7↑ 9↓ | $0.7B | 28.7% | 16 |
| Current FY 2026-09-30 |
$43.05 | $40.15 | $45.96 | 44.1% | -0.3% | 19↑ 1↓ | $2.5B | 27.9% | 20 |
| Next FY 2027-09-30 |
$54.33 | $50.00 | $62.93 | 26.2% | +0.0% | 17↑ 3↓ | $2.9B | 15.1% | 20 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $11.691 | |
| 7d ago | $11.691 | +0.000 |
| 30d ago | $11.691 | +0.000 |
| 60d ago | $11.682 | +0.009 |
| 90d ago | $11.819 | -0.128 |
10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 9, 2026 | Needham | REITERATE | Buy | Buy |
| May 19, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| May 4, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Apr 30, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Apr 30, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 29, 2026 | Needham | MAINTAIN | Buy | Buy |
| Apr 23, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Apr 23, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 16, 2026 | Mizuho | INITIATE | — | Outperform |
| Apr 10, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 2, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Mar 24, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Mar 24, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Mar 18, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Mar 11, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Feb 3, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Jan 29, 2026 | Needham | REITERATE | Buy | Buy |
| Jan 16, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Jan 14, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 14 | 8 | 1 | 0 | 69% | |
| May 1, 2026 | 6 | 15 | 7 | 1 | 0 | 72% | |
| Apr 1, 2026 | 6 | 14 | 7 | 1 | 0 | 71% | |
| Mar 1, 2026 | 6 | 15 | 6 | 1 | 0 | 75% | |
| Feb 1, 2026 | 5 | 15 | 6 | 1 | 0 | 74% | |
| Jan 1, 2026 | 5 | 15 | 6 | 1 | 0 | 74% |
Strong BuyBuyHoldSellStrong Sell
3 members of Congress traded this stock: 2 buys, 3 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 22, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | Fair Isaac Corporation | May 11, 2026 (20d) |
| Mar 13, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Fair Isaac Corporation | Apr 8, 2026 (27d) |
| Feb 10, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Fair Isaac Corporation | Mar 10, 2026 (29d) |
| Feb 4, 2026 | Joshua Gottheimer | D | HOUSE | SELL | $1,001 - $15,000 | Fair Isaac Corporation | Mar 17, 2026 (42d) |
| Feb 4, 2026 | Michael McCaul | R | HOUSE | BUY | $15,001 - $50,000 | Fair Isaac Corporation | Mar 12, 2026 (37d) |
59°
Warm
Bearish
Neutral
Bullish
12 mentions
5 bullish
2 bearish
12 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 3, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Jun 3, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 16, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 15, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 15, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 10, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 10, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jan 31, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
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May 18, 2026
dark_pool
Dark Pool: FICO — 0.4M shares, 37,717 trades
Week starting 2026-05-18. Total ATS volume: 431,529 shares across 37,717 trades.
May 11, 2026
dark_pool
Dark Pool: FICO — 0.5M shares, 34,470 trades
Week starting 2026-05-11. Total ATS volume: 519,104 shares across 34,470 trades.
May 4, 2026
dark_pool
Dark Pool: FICO — 0.5M shares, 34,553 trades
Week starting 2026-05-04. Total ATS volume: 470,800 shares across 34,553 trades.
Apr 28, 2026
earnings_calendar
FICO Q2 2026 Earnings After Market Close — 2026-04-28
Apr 27, 2026
dark_pool
Dark Pool: FICO — 0.6M shares, 48,488 trades
Week starting 2026-04-27. Total ATS volume: 586,702 shares across 48,488 trades.
Apr 22, 2026
short_interest
FTD: FICO — 4,380 shares ($4.5M) failed to deliver
Settlement: 20260422, Price: $1036.70, FTD Value: $4,540,746, FAIR ISAAC CORPORATION
Apr 22, 2026
short_volume
Short Volume: FICO — 57.2% short (0.4M / 0.6M)
Short: 367,817 | Exempt: 8,152 | TRF Vol: 643,328 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: FICO — 0.9M shares, 57,554 trades
Week starting 2026-04-20. Total ATS volume: 881,891 shares across 57,554 trades.
Apr 14, 2026
short_interest
FTD: FICO — 56,456 shares ($56.5M) failed to deliver
Settlement: 20260414, Price: $1000.91, FTD Value: $56,507,374.96, FAIR ISAAC CORPORATION
Apr 13, 2026
short_interest
FTD: FICO — 68,899 shares ($63.6M) failed to deliver
Settlement: 20260413, Price: $922.37, FTD Value: $63,550,370.63, FAIR ISAAC CORPORATION
Apr 13, 2026
dark_pool
Dark Pool: FICO — 0.6M shares, 44,441 trades
Week starting 2026-04-13. Total ATS volume: 580,234 shares across 44,441 trades.
Apr 7, 2026
short_interest
FTD: FICO — 6,315 shares ($6.9M) failed to deliver
Settlement: 20260407, Price: $1094.32, FTD Value: $6,910,630.8, FAIR ISAAC CORPORATION
Apr 6, 2026
dark_pool
Dark Pool: FICO — 0.6M shares, 42,614 trades
Week starting 2026-04-06. Total ATS volume: 561,415 shares across 42,614 trades.
Mar 30, 2026
dark_pool
Dark Pool: FICO — 0.3M shares, 26,433 trades
Week starting 2026-03-30. Total ATS volume: 260,473 shares across 26,433 trades.
Mar 23, 2026
dark_pool
Dark Pool: FICO — 0.5M shares, 44,165 trades
Week starting 2026-03-23. Total ATS volume: 499,539 shares across 44,165 trades.