FICO
FAIR ISAAC CORP
$1,238.34
+0.83%
$28.5B
No data for this timeframe.
Vol
Market Cap$28.5B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (72%)
Inst. Holders9 funds
Inst. Value$7.4B
Inst. Activity1 buys / 1 sells
Reddit Sentiment61° Warm
Congressional5 trades
Recent Activity
May 15, 2026
Insider
Weber Steven P. sold 706 shares
Executive Vice President & CFO @ $0.00 ($0.00)
May 15, 2026
Insider
Weber Steven P. sold 310 shares
Executive Vice President & CFO @ $1,098.59 ($340.6K)
May 15, 2026
Insider
Weber Steven P. sold 706 shares
Executive Vice President & CFO @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
289,958 shares ($490.2M)
Inst.
WELLS FARGO & COMPANY/MN — TRIM
40,635 shares ($68.7M)
Apr 28, 2026
earnings_calendar
FICO Q2 2026 Earnings After Market Close — 2026-04-28
Apr 22, 2026
Congress
Michael McCaul sell
$1,001 - $15,000 — House
Mar 13, 2026
Congress
Gilbert Cisneros buy
$1,001 - $15,000 — House
Price Targets
$1,552.52
+25.4% upside
Strong Buy
Current $1,238.34
Low $707.00
Median $1,546.00
High $2,400.00
20 analysts
$707.00
$2,400.00
Analyst Ratings
6Strong Buy
15Buy
7Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $11.69 ▲ +1.4% | $10.23 — $12.73 | 36% YoY | 17 |
| Next Q | $11.43 | $10.03 — $12.30 | 48% YoY | 17 |
| Current FY | $43.17 ▲ +3.8% | $40.45 — $45.48 | 44% YoY | 20 |
| Next FY | $54.33 ▲ +2.8% | $48.50 — $62.10 | 26% YoY | 21 |
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 |
|---|---|---|---|
| May 15, 2026 | Weber Steven | M | $0.00 |
| May 15, 2026 | Weber Steven | F | $340.6K |
| May 15, 2026 | Weber Steven | M | $0.00 |
| Mar 4, 2026 | ARREDONDO FABIOLA | M | $0.00 |
| Mar 4, 2026 | KELLY BRADEN | A | $0.00 |
Reddit Sentiment
61°▲
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 |
8 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 |
|---|---|---|---|---|---|---|
| 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 |
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (72% buy). Based on 29 analysts: 6 strong buy, 15 buy, 7 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$1,552.52 mean target
+25.4% upside
Strong Buy (1.86)
$707.00 Low
$2,400.00 High
| Metric | Value |
|---|---|
| Current Price | $1,238.34 |
| Target Low | $707.00 |
| Target Mean | $1,552.52 |
| Target Median | $1,546.00 |
| Target High | $2,400.00 |
| # Analysts | 20 |
| Recommendation | Strong Buy (1.86) |
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 | $10.23 | $12.73 | 36.4% | +1.4% | 7↑ 8↓ | $0.7B | 25.7% | 17 |
| Next Q 2026-09-30 |
$11.43 | $10.03 | $12.30 | 47.7% | +0.0% | 7↑ 9↓ | $0.7B | 29.0% | 17 |
| Current FY 2026-09-30 |
$43.17 | $40.45 | $45.48 | 44.5% | +3.8% | 16↑ 2↓ | $2.6B | 28.2% | 20 |
| Next FY 2027-09-30 |
$54.33 | $48.50 | $62.10 | 25.8% | +2.8% | 13↑ 5↓ | $2.9B | 15.1% | 21 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $11.691 | |
| 7d ago | $11.691 | |
| 30d ago | $11.524 | +0.167 |
| 60d ago | $11.819 | -0.128 |
| 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 |
|---|---|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| 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) |
61°
Warm
Bearish
Neutral
Bullish
10 mentions
5 bullish
2 bearish
10 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| 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
Due Diligence | $FICO - LONG
▲ 1
💬 1
⚡ 0.5
Quality Companies at 52 Week Lows
▲ 1
💬 0
⚡ 0.5
FICO losing value.
▲ 1
💬 1
⚡ 0.5
DD) $FICO - Oversold Great Business
▲ 1
💬 0
⚡ 0.5
UPST could double in a few weeks
▲ 1
💬 1
⚡ 0.5
why FICO stock is going down?
▲ 1
💬 0
⚡ 0.0
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_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 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 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.
Mar 16, 2026
dark_pool
Dark Pool: FICO — 0.4M shares, 40,143 trades
Week starting 2026-03-16. Total ATS volume: 443,943 shares across 40,143 trades.
Mar 9, 2026
dark_pool
Dark Pool: FICO — 0.9M shares, 60,111 trades
Week starting 2026-03-09. Total ATS volume: 855,959 shares across 60,111 trades.
Mar 9, 2026
short_interest
FTD: FICO — 7,351 shares ($10.9M) failed to deliver
Settlement: 20260309, Price: $1476.00, FTD Value: $10,850,076, FAIR ISAAC CORPORATION