Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of Fair Isaac Corporation (NYSE:FICO)

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of Fair Isaac Corporation (NYSE:FICO). In a filing disclosed on May 08th, the Representative disclosed that they had sold between $1,001 and $15,000 in Fair Isaac stock on April 14th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Revvity (NYSE:RVTY) on 5/1/2026.
• Sold $1,001 – $15,000 in shares of Flex (NASDAQ:FLEX) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of LPL Financial (NASDAQ:LPLA) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of FirstService (NASDAQ:FSV) on 5/1/2026.
• Sold $1,001 – $15,000 in shares of SS&C Technologies (NASDAQ:SSNC) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Wayfair (NYSE:W) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of DoorDash (NASDAQ:DASH) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Sensata Technologies (NYSE:ST) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Veralto (NYSE:VLTO) on 5/1/2026.

Fair Isaac Price Performance

NYSE:FICO traded up $10.07 during trading hours on Tuesday, reaching $1,102.07. The company had a trading volume of 112,636 shares, compared to its average volume of 355,155. Fair Isaac Corporation has a 1-year low of $870.01 and a 1-year high of $2,217.60. The firm has a market cap of $25.56 billion, a PE ratio of 35.08, a price-to-earnings-growth ratio of 1.00 and a beta of 1.24. The business’s 50 day moving average price is $1,123.20 and its 200-day moving average price is $1,443.31.

Fair Isaac (NYSE:FICO) last announced its quarterly earnings results on Tuesday, April 28th. The technology company reported $12.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $11.03 by $1.47. Fair Isaac had a negative return on equity of 41.04% and a net margin of 33.67%.The company had revenue of $691.68 million during the quarter, compared to the consensus estimate of $630.21 million. During the same period in the previous year, the company posted $7.81 earnings per share. Fair Isaac’s revenue for the quarter was up 38.7% on a year-over-year basis. Fair Isaac has set its FY 2026 guidance at 40.450-40.450 EPS. On average, analysts expect that Fair Isaac Corporation will post 37.99 earnings per share for the current fiscal year.

Fair Isaac declared that its Board of Directors has initiated a share buyback plan on Wednesday, February 25th that authorizes the company to repurchase $1.50 billion in shares. This repurchase authorization authorizes the technology company to purchase up to 5.2% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s management believes its stock is undervalued.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the business. Natixis Advisors LLC raised its stake in Fair Isaac by 28.9% in the 3rd quarter. Natixis Advisors LLC now owns 14,721 shares of the technology company’s stock valued at $22,030,000 after purchasing an additional 3,302 shares during the last quarter. Jefferies Financial Group Inc. acquired a new position in Fair Isaac in the 3rd quarter valued at $1,580,000. Akre Capital Management LLC raised its stake in Fair Isaac by 2,751.4% in the 3rd quarter. Akre Capital Management LLC now owns 260,849 shares of the technology company’s stock valued at $390,368,000 after purchasing an additional 251,701 shares during the last quarter. Tokio Marine Asset Management Co. Ltd. raised its stake in Fair Isaac by 111.6% in the 3rd quarter. Tokio Marine Asset Management Co. Ltd. now owns 1,947 shares of the technology company’s stock valued at $2,914,000 after purchasing an additional 1,027 shares during the last quarter. Finally, Brighton Jones LLC raised its stake in Fair Isaac by 168.7% in the 4th quarter. Brighton Jones LLC now owns 481 shares of the technology company’s stock valued at $958,000 after purchasing an additional 302 shares during the last quarter. 85.75% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have issued reports on FICO. Jefferies Financial Group decreased their price target on Fair Isaac from $1,800.00 to $1,700.00 and set a “buy” rating for the company in a report on Monday, May 4th. Raymond James Financial reaffirmed an “outperform” rating and set a $1,750.00 target price on shares of Fair Isaac in a research note on Wednesday, April 29th. Barclays reduced their target price on Fair Isaac from $2,400.00 to $1,950.00 and set an “overweight” rating for the company in a research note on Friday, April 10th. Needham & Company LLC reduced their target price on Fair Isaac from $1,975.00 to $1,650.00 and set a “buy” rating for the company in a research note on Wednesday, April 29th. Finally, JPMorgan Chase & Co. reduced their target price on Fair Isaac from $1,325.00 to $1,225.00 and set a “neutral” rating for the company in a research note on Thursday, April 30th. Ten investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,655.07.

Insider Buying and Selling at Fair Isaac

In other Fair Isaac news, Director Joanna Rees sold 358 shares of the firm’s stock in a transaction 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 sale, the director directly owned 11,204 shares of the company’s stock, valued at $15,237,440. This trade represents a 3.10% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Eva Manolis sold 520 shares of the firm’s stock in a transaction 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 completion of the sale, the director directly owned 344 shares of the company’s stock, valued at $422,304.72. This trade 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.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.