Fair Isaac (NYSE:FICO) Releases FY 2026 Earnings Guidance

Fair Isaac (NYSE:FICO) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 38.170-38.170 for the period, compared to the consensus estimate of 36.920. The company issued revenue guidance of $2.4 billion-$2.4 billion, compared to the consensus revenue estimate of $2.4 billion.

Fair Isaac Stock Up 1.5%

Shares of FICO opened at $1,630.47 on Thursday. The company has a market cap of $39.14 billion, a PE ratio of 63.76, a P/E/G ratio of 1.63 and a beta of 1.34. The business has a fifty day moving average of $1,599.84 and a 200 day moving average of $1,670.63. Fair Isaac has a 52-week low of $1,300.00 and a 52-week high of $2,402.51.

Fair Isaac (NYSE:FICO) last issued its quarterly earnings results on Wednesday, November 5th. The technology company reported $7.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.36 by $0.38. The company had revenue of $515.75 million during the quarter, compared to the consensus estimate of $512.38 million. Fair Isaac had a negative return on equity of 48.88% and a net margin of 32.80%.Fair Isaac’s revenue was up 13.6% on a year-over-year basis. During the same period last year, the company earned $6.54 earnings per share. Fair Isaac has set its FY 2026 guidance at 38.170-38.170 EPS. As a group, research analysts anticipate that Fair Isaac will post 24.15 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

FICO has been the subject of several research analyst reports. Raymond James Financial decreased their target price on Fair Isaac from $2,230.00 to $1,800.00 and set an “outperform” rating for the company in a research report on Thursday, July 31st. UBS Group lifted their target price on Fair Isaac from $1,590.00 to $1,640.00 and gave the stock a “neutral” rating in a research report on Monday, September 15th. BMO Capital Markets lifted their target price on Fair Isaac from $1,650.00 to $1,800.00 and gave the stock an “outperform” rating in a research report on Monday, August 18th. Seaport Res Ptn upgraded Fair Isaac to a “strong-buy” rating in a research report on Wednesday, October 1st. Finally, Barclays lifted their target price on Fair Isaac from $2,000.00 to $2,400.00 and gave the stock an “overweight” rating in a research report on Thursday, October 2nd. Three equities research 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 company. Based on data from MarketBeat, Fair Isaac currently has an average rating of “Moderate Buy” and an average price target of $2,137.43.

Insider Buying and Selling at Fair Isaac

In related news, CEO William J. Lansing sold 4,942 shares of Fair Isaac stock in a transaction dated Tuesday, October 14th. The stock was sold at an average price of $1,631.34, for a total value of $8,062,082.28. Following the completion of the sale, the chief executive officer directly owned 43,207 shares in the company, valued at $70,485,307.38. The trade was a 10.26% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Insiders sold 18,032 shares of company stock valued at $28,094,085 in the last ninety days. Insiders own 3.46% of the company’s stock.

Hedge Funds Weigh In On Fair Isaac

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Rakuten Securities Inc. grew its stake in Fair Isaac by 100.0% in the second quarter. Rakuten Securities Inc. now owns 24 shares of the technology company’s stock valued at $44,000 after purchasing an additional 12 shares during the last quarter. MUFG Securities EMEA plc purchased a new position in Fair Isaac in the second quarter valued at about $132,000. Great Lakes Advisors LLC grew its stake in Fair Isaac by 5.7% in the first quarter. Great Lakes Advisors LLC now owns 112 shares of the technology company’s stock valued at $207,000 after purchasing an additional 6 shares during the last quarter. Keel Point LLC purchased a new position in Fair Isaac in the second quarter valued at about $219,000. Finally, Voya Financial Advisors Inc. grew its stake in Fair Isaac by 138.3% in the second quarter. Voya Financial Advisors Inc. now owns 305 shares of the technology company’s stock valued at $554,000 after purchasing an additional 177 shares during the last quarter. Hedge funds and other institutional investors 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.