Jensen Investment Management Inc. Acquires New Position in Fair Isaac Corporation $FICO

Jensen Investment Management Inc. bought a new position in Fair Isaac Corporation (NYSE:FICO) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 1,620 shares of the technology company’s stock, valued at approximately $2,424,000.

Other institutional investors also recently modified their holdings of the company. Westside Investment Management Inc. acquired a new position in shares of Fair Isaac in the second quarter worth $26,000. Cornerstone Planning Group LLC boosted its position in Fair Isaac by 280.0% during the third quarter. Cornerstone Planning Group LLC now owns 19 shares of the technology company’s stock valued at $30,000 after purchasing an additional 14 shares during the last quarter. Ransom Advisory Ltd purchased a new position in Fair Isaac in the third quarter valued at about $30,000. Meeder Asset Management Inc. grew its stake in Fair Isaac by 66.7% in the third quarter. Meeder Asset Management Inc. now owns 20 shares of the technology company’s stock valued at $30,000 after purchasing an additional 8 shares in the last quarter. Finally, Root Financial Partners LLC acquired a new position in Fair Isaac in the 3rd quarter worth about $30,000. Institutional investors and hedge funds own 85.75% of the company’s stock.

Fair Isaac Trading Up 0.6%

NYSE:FICO opened at $1,380.71 on Wednesday. The firm has a market capitalization of $32.75 billion, a PE ratio of 51.10, a PEG ratio of 1.39 and a beta of 1.27. Fair Isaac Corporation has a 1 year low of $1,284.30 and a 1 year high of $2,217.60. The firm’s fifty day simple moving average is $1,628.07 and its 200 day simple moving average is $1,596.76.

Fair Isaac (NYSE:FICO) last released its earnings results on Wednesday, January 28th. The technology company reported $7.33 earnings per share for the quarter, topping analysts’ consensus estimates of $7.08 by $0.25. The firm had revenue of $766.00 million during the quarter, compared to analyst estimates of $501.05 million. Fair Isaac had a net margin of 31.89% and a negative return on equity of 40.98%. The business’s revenue was up 16.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $5.79 EPS. Fair Isaac has set its FY 2026 guidance at 38.170-38.170 EPS. As a group, analysts anticipate that Fair Isaac Corporation will post 24.15 EPS for the current fiscal year.

Insider Activity at Fair Isaac

In related news, CFO Steven P. Weber sold 1,426 shares of the stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $1,810.00, for a total transaction of $2,581,060.00. Following the completion of the sale, the chief financial officer owned 2,804 shares in the company, valued at $5,075,240. This represents a 33.71% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Eva Manolis sold 521 shares of Fair Isaac stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $1,825.83, for a total value of $951,257.43. Following the completion of the transaction, the director directly owned 344 shares in the company, valued at approximately $628,085.52. This represents a 60.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 3.02% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on FICO. Wells Fargo & Company lifted their price target on Fair Isaac from $2,400.00 to $2,500.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Zacks Research lowered shares of Fair Isaac from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 1st. Needham & Company LLC reiterated a “buy” rating and issued a $1,975.00 target price on shares of Fair Isaac in a research note on Thursday, January 29th. The Goldman Sachs Group dropped their price target on shares of Fair Isaac from $2,070.00 to $1,777.00 and set a “buy” rating on the stock in a research note on Monday, February 2nd. Finally, Jefferies Financial Group raised their price target on shares of Fair Isaac from $2,100.00 to $2,200.00 and gave the company a “buy” rating in a report on Friday, January 16th. Ten equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $2,071.43.

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.