Analysts Set Fair Isaac Corporation (NYSE:FICO) Target Price at $1,886.69

Shares of Fair Isaac Corporation (NYSE:FICO) have been assigned a consensus rating of “Moderate Buy” from the fourteen brokerages that are presently covering the company, MarketBeat Ratings reports. Five investment analysts have rated the stock with a hold rating and nine have issued a buy rating on the company. The average 12-month price target among brokers that have covered the stock in the last year is $1,886.6923.

FICO has been the topic of a number of recent research reports. Weiss Ratings reissued a “hold (c+)” rating on shares of Fair Isaac in a report on Monday, December 29th. Robert W. Baird dropped their price target on Fair Isaac from $1,960.00 to $1,547.00 and set an “outperform” rating on the stock in a research report on Tuesday, March 24th. JPMorgan Chase & Co. cut their price target on Fair Isaac from $1,825.00 to $1,325.00 and set a “neutral” rating on the stock in a report on Tuesday, March 24th. Needham & Company LLC restated a “buy” rating on shares of Fair Isaac in a research report on Thursday, February 26th. Finally, Wells Fargo & Company lowered their price objective on Fair Isaac from $2,500.00 to $2,300.00 and set an “overweight” rating for the company in a research note on Wednesday, March 18th.

Fair Isaac Price Performance

FICO stock opened at $1,067.98 on Wednesday. The firm has a market cap of $25.33 billion, a price-to-earnings ratio of 39.53, a PEG ratio of 1.01 and a beta of 1.28. Fair Isaac has a 1-year low of $969.32 and a 1-year high of $2,217.60. The firm has a fifty day moving average price of $1,315.02 and a two-hundred day moving average price of $1,551.70.

Fair Isaac (NYSE:FICO) last posted its quarterly earnings results on Wednesday, January 28th. The technology company reported $7.33 earnings per share (EPS) 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 the consensus estimate of $501.05 million. During the same period last year, the firm posted $5.79 EPS. The company’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, analysts expect that Fair Isaac will post 24.15 EPS for the current fiscal year.

Fair Isaac announced that its board has initiated a share repurchase plan on Wednesday, February 25th that authorizes the company to repurchase $1.50 billion in outstanding shares. This repurchase authorization authorizes the technology company to repurchase up to 5.2% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s board believes its stock is undervalued.

Insider Activity

In other news, Director Joanna Rees sold 358 shares of the company’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $1,360.00, for a total transaction of $486,880.00. Following the completion of the transaction, the director owned 11,204 shares in the company, valued at approximately $15,237,440. This represents a 3.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Eva Manolis sold 520 shares of Fair Isaac stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $1,227.63, for a total transaction of $638,367.60. Following the completion of the sale, the director owned 344 shares in the company, valued at approximately $422,304.72. This represents a 60.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 3.02% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Fair Isaac

A number of hedge funds have recently made changes to their positions in FICO. Brighton Jones LLC raised its stake in Fair Isaac by 168.7% during the 4th quarter. Brighton Jones LLC now owns 481 shares of the technology company’s stock valued at $958,000 after acquiring an additional 302 shares in the last quarter. Great Lakes Advisors LLC grew its stake in shares of Fair Isaac by 5.7% in the first quarter. Great Lakes Advisors LLC now owns 112 shares of the technology company’s stock worth $207,000 after purchasing an additional 6 shares in the last quarter. Woodline Partners LP increased its stake in shares of Fair Isaac by 46.1% during the first 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 during the period. Magnetar Financial LLC bought a new stake in Fair Isaac during the second quarter worth approximately $250,000. Finally, MAI Capital Management raised its holdings in Fair Isaac by 145.6% during the second quarter. MAI Capital Management now owns 140 shares of the technology company’s stock worth $256,000 after purchasing an additional 83 shares in the last quarter. 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.