FICO $FICO reported strong third-quarter fiscal 2026 results, with revenue rising to $674.2 million, up 25.7% from a year earlier. Gross profit climbed to $587.2 million, while operating profit increased to $362.6 million, reflecting continued expansion in profitability.
Net income attributable to common shareholders came in at $237.2 million, up 30.5% year over year, and diluted earnings per share rose 41.2% to $10.45. Cash from operating activities also improved, reaching $380.4 million, and cash and equivalents ended the period at $248.4 million.
The company continued to show solid operating leverage, with cost of sales essentially flat and capital spending minimal. However, results fell short of expectations, with revenue below the $692.4 million estimate and EPS under the $11.97 consensus. Shares were down 9.0% after the report.
- Revenue: $674.2 million, up 25.7% year over year
- Diluted EPS: $10.45, up 41.2%
- Operating profit: $362.6 million, up 38.1%
- Operating cash flow: $380.4 million, up 32.9%
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
FICO Insider Trading Activity
FICO insiders have traded $FICO stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $FICO stock by insiders over the last 6 months:
- EVA MANOLIS sold 520 shares for an estimated $638,367
- JOANNA REES sold 358 shares for an estimated $486,880
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
FICO Hedge Fund Activity
We have seen 324 institutional investors add shares of FICO stock to their portfolio, and 567 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 3,327,351 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $3,552,080,286
- CAPITAL RESEARCH GLOBAL INVESTORS added 813,880 shares (+266.3%) to their portfolio in Q1 2026, for an estimated $868,849,455
- CAPITAL INTERNATIONAL INVESTORS added 328,370 shares (+86.2%) to their portfolio in Q1 2026, for an estimated $350,548,109
- CAPITAL WORLD INVESTORS removed 161,928 shares (-18.1%) from their portfolio in Q1 2026, for an estimated $172,864,617
- LINONIA PARTNERSHIP LP removed 122,956 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $131,260,448
- VAN ECK ASSOCIATES CORP added 114,768 shares (+3825600.0%) to their portfolio in Q1 2026, for an estimated $122,519,430
- MORGAN STANLEY added 104,861 shares (+21.0%) to their portfolio in Q1 2026, for an estimated $111,943,311
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
FICO Government Contracts
We have seen $2,450,000 of award payments to $FICO over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
FICO Congressional Stock Trading
Members of Congress have traded $FICO stock 5 times in the past 6 months. Of those trades, 2 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $FICO stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 1 purchase worth up to $15,000 on 03/13 and 2 sales worth up to $30,000 on 04/14, 02/10.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 02/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
FICO Price Targets
Multiple analysts have issued price targets for $FICO recently. We have seen 10 analysts offer price targets for $FICO in the last 6 months, with a median target of $1472.0.
Here are some recent targets:
- Kevin Mcveigh from UBS set a target price of $1270.0 on 07/02/2026
- Kyle Peterson from Needham set a target price of $1650.0 on 06/09/2026
- Curtis Nagle from B of A Securities set a target price of $1400.0 on 05/19/2026
- Surinder Thind from Jefferies set a target price of $1700.0 on 05/04/2026
- Jason Haas from Wells Fargo set a target price of $1400.0 on 04/30/2026
- Alexander Hess from JP Morgan set a target price of $1225.0 on 04/30/2026
- Sean Kennedy from Mizuho set a target price of $1416.0 on 04/16/2026
