Market Cap
$12.8B
FICO
FAIR ISAAC CORP
$667.60 ▲ +0.88%
Prev close $661.75Market cap$12.8B
ConsensusBuy
12-mo target$1,232.26 (+84.6%)
▲ Bullish
Analyst conviction 7/10
High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits Software & IT
Snapshot
The big-picture read on FICO right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (72%)
Inst. Holders
50 funds
Inst. Value
$19.9B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $2.0M sell
Insider Net $
-$2.0M
Social Sentiment
62° Warm
SEC Reports
1
Congressional
5 trades
Price chart 30d -39.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: FICO — 0.6M shares, 53,231 trades
Week starting 2026-09-07. Total ATS volume: 646,731 shares across 53,231 trades.
Aug 24, 2026 Insider
KELLY BRADEN R acquired via exercise 1,386 shares
Director @ $455.13 ($630.8K)
Aug 24, 2026 Insider
KELLY BRADEN R acquired via exercise 1,285 shares
Director @ $475.46 ($611.0K)
Aug 22, 2026 Insider
Stansbury Henry Tayloe acquired via exercise 91 shares
Director
Jun 30, 2026 Inst.
Capital International Investors — ADD
1,247,685 shares ($1.5B)
Jun 30, 2026 Inst.
Jun 8, 2026 SEC PRIMECAP MANAGEMENT CO/CA/ — ADD
362,835 shares ($433.5M)
FICO entered into a $1.5 billion incremental term loan and immediately borrowed the full amount to fund a $1.5 billion a
8-K — Impact 7/10
Apr 22, 2026 Congress
Michael McCaul sell
$1,001 - $15,000 — House
Analyst ratings buy % -2.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
72% rate it Buy or better · 29 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Oct 2, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Sep 30, 2026 | B of A Securities | DOWNGRADE | Neutral | 54% |
| Sep 30, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Sep 30, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Sep 30, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 22, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 12, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 10, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 3, 2026 | Wolfe Research | DOWNGRADE | Peer Perform | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 16 | 7 | 1 | 0 | 72% | |
| Aug 1, 2026 | 6 | 15 | 7 | 1 | 0 | 72% | |
| Jul 1, 2026 | 6 | 15 | 7 | 1 | 0 | 72% | |
| Jun 1, 2026 | 6 | 14 | 8 | 1 | 0 | 69% | |
| May 1, 2026 | 6 | 15 | 7 | 1 | 0 | 72% | |
| Apr 1, 2026 | 6 | 14 | 7 | 1 | 0 | 71% | |
| Mar 1, 2026 | 6 | 15 | 6 | 1 | 0 | 75% | |
| Feb 1, 2026 | 5 | 15 | 6 | 1 | 0 | 74% |
Price targets
Where 19 covering analysts think FICO trades over the next 12 months.
$1,232.26 +84.6% upside Strong Buy
Current$667.60 Low$490.00 Median$1,230.97 High$1,750.00 19 analysts
$490.00$1,750.00
Analyst rating Buy· 2.2/5 as of Oct 2, 2026
Social media sentiment mood +12.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
62°
Warm
BearishNeutralBullish
Recent posts
Another Huge Flag: S&P 500 returns are signalling markets are at a very critical stage
▲ 1 · 💬 6· ⚡ 0.5
FICO puts gainz. Thank you Steve Eisman for the recommendation.
▲ 1 · 💬 19· ⚡ 0.5
FICO Shares Drop 17% Premarket After TransUnion Extends VantageScore 4.0 Mortgage Pricing
▲ 1 · 💬 5· ⚡ 0.5
FICO Shares Drop 17% Premarket After TransUnion Extends VantageScore 4.0 Mortgage Pricing
▲ 1 · 💬 0· ⚡ 0.5
FICO Stock Falls 16% After Pulte Ends Its Mortgage Monopoly
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 0 neutral · avg impact 7.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: FICO — 0.6M shares, 53,231 trades
Week starting 2026-09-07. Total ATS volume: 646,731 shares across 53,231 trades.
Sep 4, 2026
short_volume
Short Volume: FICO — 64.1% short (0.4M / 0.6M)
Short: 383,838 | Exempt: 24,728 | TRF Vol: 598,395 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
Aug 31, 2026
dark_pool
Dark Pool: FICO — 0.5M shares, 43,814 trades
Week starting 2026-08-31. Total ATS volume: 546,467 shares across 43,814 trades.
Aug 24, 2026
dark_pool
Dark Pool: FICO — 0.3M shares, 29,297 trades
Week starting 2026-08-24. Total ATS volume: 260,505 shares across 29,297 trades.
Aug 17, 2026
dark_pool
Dark Pool: FICO — 0.4M shares, 35,968 trades
Week starting 2026-08-17. Total ATS volume: 367,812 shares across 35,968 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $11.01 | $10.32–$11.69 | 42.3% | -0.4% | 3↑ 14↓ | $0.7B | 17 |
| Next Q | $10.39 | $7.49–$11.65 | 41.8% | -1.2% | 5↑ 10↓ | $0.6B | 15 |
| Current FY | $42.98 | $42.25–$44.90 | 43.8% | +0.0% | 7↑ 12↓ | $2.5B | 21 |
| Next FY | $51.38 | $38.98–$55.03 | 19.5% | -3.2% | 2↑ 5↓ | $2.8B | 21 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $11.011 | — |
| 7d ago | $11.065 | -0.054 |
| 30d ago | $11.058 | -0.047 |
| 60d ago | $11.090 | -0.079 |
| 90d ago | $11.438 | -0.427 |
Institutional ownership
Which big funds own FICO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $19.9B total value (16,645,115 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, Capital. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,085,336 | $2.5B | 12.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,477,322 | $1.8B | 8.9% | — |
| Capital Research Global Investors | 1,296,893 | $1.5B | 7.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,255,104 | $1.5B | 7.5% | — |
| Capital International Investors | 1,247,685 | $1.5B | 7.5% | ADD +75.9% |
| STATE STREET CORP | 1,054,495 | $1.3B | 6.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 731,782 | $873.7M | 4.4% | — |
| Capital World Investors | 715,987 | $855.4M | 4.3% | — |
| MORGAN STANLEY | 579,682 | $692.6M | 3.5% | — |
| PRINCIPAL FINANCIAL GROUP INC | 415,795 | $496.8M | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital International Investors | ADD | 709,120 | 1,247,685 | +75.9% | $1.5B |
| PRIMECAP MANAGEMENT CO/CA/ | ADD | 289,047 | 362,835 | +25.5% | $433.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 175,917 | 332,330 | +88.9% | $397.1M |
| VAN ECK ASSOCIATES CORP | ADD | 114,771 | 223,798 | +95.0% | $267.4M |
| GOLDMAN SACHS GROUP INC | ADD | 126,235 | 210,316 | +66.6% | $251.3M |
| NORGES BANK | NEW | — | 191,363 | — | $228.6M |
| UBS Group AG | ADD | 78,810 | 154,732 | +96.3% | $184.9M |
| BNP Paribas Asset Management Holding S.A. | DOUBLED | 17,777 | 135,495 | +662.2% | $161.9M |
| FMR LLC | TRIM | 174,149 | 113,796 | -34.7% | $136.0M |
| BANK OF AMERICA CORP /DE/ | TRIM | 133,448 | 79,555 | -40.4% | $95.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 37 transactions. Net -$2.0M — $0.00 bought, $2.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | KELLY BRADEN R | Director | EXERCISE | 1,386 | $455.13 | $630.8K |
| Aug 24, 2026 | KELLY BRADEN R | Director | EXERCISE | 1,285 | $475.46 | $611.0K |
| Aug 22, 2026 | Stansbury Henry Tayloe | Director | EXERCISE | 91 | — | — |
| Aug 21, 2026 | KELLY BRADEN R | Director | EXERCISE | 1,682 | $391.57 | $658.6K |
| Jul 29, 2026 | Manolis Eva | Director | EXERCISE | 967 | $391.57 | $378.6K |
| Jul 29, 2026 | Manolis Eva | Director | SELL | 967 | $1,400.00 | $1.4M |
| Jul 5, 2026 | Behl Nikhil | President, Software | TAX W/H | 124 | $1,270.83 | $157.6K |
| Jul 5, 2026 | Behl Nikhil | President, Software | EXERCISE | 242 | — | — |
| Jul 5, 2026 | Leonard Michael S | CAO and Vice President | AWARD | 237 | — | — |
| Jun 5, 2026 | LANSING WILLIAM J | President and CEO | EXERCISE | 784 | — | — |
Congressional trades
FICO trades disclosed by members of Congress, with disclosure delay.
3 members · 2 buys / 3 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 22, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | Fair Isaac Corporation | May 11, 2026(20d) |
| Mar 13, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Fair Isaac Corporation | Apr 8, 2026(27d) |
| Feb 10, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Fair Isaac Corporation | Mar 10, 2026(29d) |
| Feb 4, 2026 | Joshua Gottheimer | D | HOUSE | SELL | $1,001 - $15,000 | Fair Isaac Corporation | Mar 17, 2026(42d) |
| Feb 4, 2026 | Michael McCaul | R | HOUSE | BUY | $15,001 - $50,000 | Fair Isaac Corporation | Mar 12, 2026(37d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for FICO.
Shares short
1,939,188
Settlement Sep 15, 2026
Change vs prior
+8.2%
Semi-monthly cycle
Days to cover
4.0
At avg daily volume
Of shares outstanding
≈9.0%
Estimate — not % of float
All FICO filing & press-release reports (1)
- 8-K reportJun 8, 2026