Q2 EPS Estimates for Fair Isaac Increased by Seaport Res Ptn

Fair Isaac Corporation (NYSE:FICO) – Analysts at Seaport Res Ptn boosted their Q2 2026 earnings per share (EPS) estimates for shares of Fair Isaac in a research note issued to investors on Monday, October 13th. Seaport Res Ptn analyst J. Mazzoni now expects that the technology company will post earnings per share of $9.65 for the quarter, up from their prior forecast of $9.10. Seaport Res Ptn has a “Strong-Buy” rating on the stock. The consensus estimate for Fair Isaac’s current full-year earnings is $24.15 per share. Seaport Res Ptn also issued estimates for Fair Isaac’s Q3 2026 earnings at $11.62 EPS, Q4 2026 earnings at $11.00 EPS and FY2026 earnings at $37.42 EPS.

A number of other equities analysts have also recently commented on the company. Oppenheimer cut Fair Isaac from an “outperform” rating to a “market perform” rating in a report on Monday. Griffin Securities set a $1,800.00 price target on Fair Isaac in a research report on Monday, August 18th. BMO Capital Markets increased their price target on Fair Isaac from $1,650.00 to $1,800.00 and gave the company an “outperform” rating in a research report on Monday, August 18th. UBS Group increased their price target on Fair Isaac from $1,590.00 to $1,640.00 and gave the company a “neutral” rating in a research report on Monday, September 15th. Finally, Barclays increased their price target on Fair Isaac from $2,000.00 to $2,400.00 and gave the company an “overweight” rating in a research report on Thursday, October 2nd. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $2,137.43.

Fair Isaac Price Performance

Shares of Fair Isaac stock opened at $1,647.35 on Tuesday. The business has a 50-day moving average of $1,516.53 and a 200 day moving average of $1,694.93. Fair Isaac has a 12 month low of $1,300.00 and a 12 month high of $2,402.51. The stock has a market capitalization of $39.54 billion, a price-to-earnings ratio of 64.43, a price-to-earnings-growth ratio of 1.77 and a beta of 1.35.

Fair Isaac (NYSE:FICO) last announced its earnings results on Wednesday, July 30th. The technology company reported $8.57 EPS for the quarter, beating analysts’ consensus estimates of $7.75 by $0.82. Fair Isaac had a negative return on equity of 48.88% and a net margin of 32.80%.The company had revenue of $536.42 million during the quarter, compared to analysts’ expectations of $520.40 million. During the same period last year, the business posted $6.25 EPS. Fair Isaac’s revenue for the quarter was up 19.8% on a year-over-year basis. Fair Isaac has set its FY 2025 guidance at 29.150-29.150 EPS.

Fair Isaac declared that its board has approved a stock repurchase program on Thursday, June 19th that permits the company to buyback $1.00 billion in outstanding shares. This buyback authorization permits the technology company to buy up to 2.3% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s leadership believes its stock is undervalued.

Insider Buying and Selling at Fair Isaac

In other news, CEO William J. Lansing sold 6,011 shares of the firm’s stock in a transaction dated Tuesday, September 9th. The stock was sold at an average price of $1,537.50, for a total transaction of $9,241,912.50. Following the sale, the chief executive officer owned 42,138 shares of the company’s stock, valued at approximately $64,787,175. This trade represents a 12.48% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 3.46% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in Fair Isaac by 1.2% during the second quarter. Vanguard Group Inc. now owns 2,997,525 shares of the technology company’s stock worth $5,479,356,000 after buying an additional 35,091 shares during the period. State Street Corp increased its position in Fair Isaac by 1.2% during the second quarter. State Street Corp now owns 1,083,410 shares of the technology company’s stock worth $1,980,430,000 after buying an additional 13,018 shares during the period. Price T Rowe Associates Inc. MD increased its position in Fair Isaac by 0.4% during the first quarter. Price T Rowe Associates Inc. MD now owns 823,574 shares of the technology company’s stock worth $1,518,803,000 after buying an additional 3,677 shares during the period. Geode Capital Management LLC increased its position in Fair Isaac by 2.0% during the second quarter. Geode Capital Management LLC now owns 712,699 shares of the technology company’s stock worth $1,299,727,000 after buying an additional 13,906 shares during the period. Finally, American Century Companies Inc. increased its position in Fair Isaac by 2.8% during the second quarter. American Century Companies Inc. now owns 397,389 shares of the technology company’s stock worth $726,411,000 after buying an additional 10,771 shares during the period. Institutional investors and hedge funds own 85.75% of the company’s stock.

Fair Isaac Company Profile

Fair Isaac Corporation develops analytic, software, and digital decisioning technologies and services that enable businesses to automate, enhance, and connect decisions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Scores and Software. The Software segment provides pre-configured analytic and decision management solution designed for various business needs or processes, such as account origination, customer management, customer engagement, fraud detection, financial crimes compliance, and marketing, as well as associated professional services.