Fair Isaac (NYSE:FICO) Given New $1,350.00 Price Target at UBS Group

Fair Isaac (NYSE:FICO) had its price target trimmed by UBS Group from $1,500.00 to $1,350.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm currently has a neutral rating on the technology company’s stock.

Several other brokerages have also recently weighed in on FICO. Bank of America initiated coverage on Fair Isaac in a research note on Tuesday, February 17th. They set a “buy” rating and a $1,900.00 price objective on the stock. Weiss Ratings reiterated a “hold (c+)” rating on shares of Fair Isaac in a research note on Monday, December 29th. Needham & Company LLC reiterated a “buy” rating on shares of Fair Isaac in a report on Thursday, February 26th. Wells Fargo & Company raised their price target on shares of Fair Isaac from $2,400.00 to $2,500.00 and gave the company an “overweight” rating in a research report on Wednesday, January 14th. Finally, Jefferies Financial Group boosted their price target on shares of Fair Isaac from $2,100.00 to $2,200.00 and gave the stock a “buy” rating in a report on Friday, January 16th. Nine investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,972.31.

Fair Isaac Stock Performance

FICO stock opened at $1,163.11 on Wednesday. The business has a 50-day simple moving average of $1,459.11 and a two-hundred day simple moving average of $1,592.33. The company has a market capitalization of $27.59 billion, a P/E ratio of 43.05, a price-to-earnings-growth ratio of 1.24 and a beta of 1.28. Fair Isaac has a 52-week low of $1,146.69 and a 52-week high of $2,217.60.

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

Fair Isaac announced that its board has approved a share buyback program on Wednesday, February 25th that allows the company to buyback $1.50 billion in outstanding shares. This buyback authorization allows the technology company to purchase up to 5.2% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Insider Activity at Fair Isaac

In related news, Director Joanna Rees sold 358 shares of the 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 filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Eva Manolis sold 521 shares of the firm’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $1,825.83, for a total transaction of $951,257.43. Following the sale, the director owned 344 shares of the company’s stock, valued at $628,085.52. This trade represents a 60.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 2,825 shares of company stock worth $4,657,565. 3.02% of the stock is owned by company insiders.

Institutional Investors Weigh In On Fair Isaac

A number of hedge funds have recently modified their holdings of FICO. Brighton Jones LLC increased its position in Fair Isaac by 168.7% in the fourth quarter. Brighton Jones LLC now owns 481 shares of the technology company’s stock worth $958,000 after buying an additional 302 shares during the last quarter. Great Lakes Advisors LLC lifted its position in shares of Fair Isaac by 5.7% during the 1st quarter. Great Lakes Advisors LLC now owns 112 shares of the technology company’s stock valued at $207,000 after buying an additional 6 shares during the last quarter. Woodline Partners LP grew its stake in shares of Fair Isaac by 46.1% during the 1st quarter. Woodline Partners LP now owns 2,138 shares of the technology company’s stock worth $3,943,000 after acquiring an additional 675 shares during the period. Penserra Capital Management LLC increased its holdings in Fair Isaac by 12.8% in the 2nd quarter. Penserra Capital Management LLC now owns 132 shares of the technology company’s stock worth $240,000 after acquiring an additional 15 shares during the last quarter. Finally, Profund Advisors LLC raised its stake in Fair Isaac by 6.0% in the 2nd quarter. Profund Advisors LLC now owns 444 shares of the technology company’s stock valued at $812,000 after acquiring an additional 25 shares during the period. Institutional investors own 85.75% of the company’s stock.

Key Fair Isaac News

Here are the key news stories impacting Fair Isaac this week:

• Positive Sentiment: Q4 / recent results and analyst upgrades reinforce that FICO’s core business remains healthy — revenue and EPS beats, plus articles arguing the business is stronger than ever. Fair Isaac: Earnings Prove Business Has Never Been Stronger (Rating Upgrade)
• Positive Sentiment: Longer-term growth narrative persists — analyst coverage and pieces highlight FICO as a top growth stock given durable data assets and recurring revenue. Why Fair Isaac (FICO) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: FICO launched and then priced a $1.0B private offering of 6.25% senior notes due 2034 — proceeds are intended for refinancing/repayment purposes. Debt issuance raises leverage but was marketed as non‑dilutive capital management. FICO Announces Pricing of $1.0 Billion in Senior Notes
• Negative Sentiment: Major competing credit bureaus (Equifax, Experian, TransUnion) announced aggressive, below‑market pricing for VantageScore 4.0 mortgage origination scores — this directly pressures FICO’s mortgage scoring revenue and is cited as the primary trigger for today’s selloff. Fair Isaac Stock Tumbles. The Credit Bureaus Swing Big With Price Cuts.
• Negative Sentiment: UBS lowered its price target to $1,350 and moved to a neutral rating, signaling reduced near‑term upside and adding selling pressure from discretionary investors. Benzinga coverage of UBS price target cut
• Negative Sentiment: Market commentary and data point to heavy intraday selling and elevated volume; reported insider selling activity and institutional position shifts increase investor caution. Why FICO Stock Just Suffered A Brutal Selloff Quiver Quant data on FICO intraday activity

About Fair Isaac

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.