FICO jumps after strong fiscal Q2 earnings and higher full-year outlook

Fair Isaac Corporation (FICO) is up 5.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move higher appears tied to a stronger-than-expected fiscal Q2 report and an upward revision to full-year fiscal 2026 guidance. Investors likely focused on outsized growth in the company’s Scores segment, alongside higher profitability and cash generation.

Details:

Fiscal Q2 revenue rose to about $692 million, up roughly 39% year over year, while GAAP EPS increased to $11.14 (non-GAAP EPS $12.50).

Scores revenue grew about 60% year over year to roughly $475 million, with management attributing B2B strength to a higher mortgage origination scores unit price and higher mortgage origination volumes.

Software revenue increased about 7% year over year to roughly $217 million; the company disclosed software ARR growth and reported a total software dollar-based net retention rate of 109% as of March 31, 2026.

The company raised full-year fiscal 2026 guidance, including revenue to about $2.45 billion and non-GAAP EPS to about $40.45.

Sources:

Business Wire, FHFA, MarketScreener

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$FICO Insider Trading Activity

$FICO insiders have traded $FICO stock on the open market 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 have been sales.

Here’s a breakdown of recent trading of $FICO stock by insiders over the last 6 months:

WILLIAM J LANSING (President and CEO) has made 0 purchases and 15 sales selling 2,400 shares for an estimated $4,158,921.
STEVEN P. WEBER (Executive Vice President & CFO) sold 1,426 shares for an estimated $2,581,060
EVA MANOLIS has made 0 purchases and 2 sales selling 1,041 shares for an estimated $1,589,625.
JOANNA REES sold 358 shares for an estimated $486,880
MARC F MCMORRIS sold 240 shares for an estimated $434,287

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.

$FICO Hedge Fund Activity

We have seen 397 institutional investors add shares of $FICO stock to their portfolio, and 523 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 3,326,972 shares (+480776.3%) to their portfolio in Q4 2025, for an estimated $5,624,645,402
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 995,036 shares (-76.9%) from their portfolio in Q4 2025, for an estimated $1,682,227,762
CAPITAL RESEARCH GLOBAL INVESTORS added 305,577 shares (+inf%) to their portfolio in Q4 2025, for an estimated $516,614,587
EDGEWOOD MANAGEMENT LLC removed 211,734 shares (-27.9%) from their portfolio in Q4 2025, for an estimated $357,961,735
BLACKROCK, INC. removed 197,372 shares (-8.5%) from their portfolio in Q4 2025, for an estimated $333,681,050
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 139,758 shares (-67.1%) from their portfolio in Q4 2025, for an estimated $236,277,669
LINONIA PARTNERSHIP LP added 122,956 shares (+inf%) to their portfolio in Q4 2025, for an estimated $207,871,872

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.

$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:

THE PURPOSE OF THIS CONTRACT IS TO PROVIDE BLADEWORKS SOFTWARE LICENSE MAINTENACE AND SUPPORT WITH A 12-MON...: $2,450,000

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

$FICO Congressional Stock Trading

Members of Congress have traded $FICO stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 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 2 purchases worth up to $30,000 on 03/13, 12/19 and 1 sale worth up to $15,000 on 02/10.
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.

$FICO Analyst Ratings

Wall Street analysts have issued reports on $FICO in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Needham issued a "Buy" rating on 01/29/2026
Baird issued a "Outperform" rating on 11/06/2025
Jefferies issued a "Buy" rating on 11/06/2025

To track analyst ratings and price targets for $FICO, check out Quiver Quantitative's $FICO forecast page.

$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 $1598.5.

Here are some recent targets:

Kyle Peterson from Needham set a target price of $1650.0 on 04/29/2026
Jason Haas from Wells Fargo set a target price of $1650.0 on 04/23/2026
Kevin Mcveigh from UBS set a target price of $1150.0 on 04/23/2026
Sean Kennedy from Mizuho set a target price of $1416.0 on 04/16/2026
Manav Patnaik from Barclays set a target price of $1950.0 on 04/10/2026
George Tong from Goldman Sachs set a target price of $1528.0 on 04/02/2026
Alexander Hess from JP Morgan set a target price of $1325.0 on 03/24/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.