FICO jumps as investors refocus on buyback support and recent financing/analyst actions

Fair Isaac Corporation (FICO) is up 5.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The day’s move looks most consistent with investors revisiting FICO after recent capital-allocation and financing updates, with the company’s repurchase authorization helping support sentiment. With no single, widely circulated headline tied to today specifically, part of the gain could also be a rebound driven by positioning and broader market flows.

Details:

FICO announced a new, open-ended stock repurchase program approved on February 25, 2026, after completing its prior authorization, giving the company flexibility to buy shares in the open market or through negotiated transactions.

FICO priced a $1 billion private senior notes offering on March 11, 2026, which investors may view as balance-sheet capacity that can support ongoing capital returns and corporate flexibility.

Recent sell-side coverage has continued to publish price targets and ratings updates in March 2026, which can act as a short-term sentiment tailwind in a high-multiple name.

This could also be a technical bounce following recent volatility, as buyers step in around perceived support levels while the market reassesses growth durability in the scores and software franchise.

Sources:

Morningstar, TipRanks, Benzinga

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 55 times in the past 6 months. Of those trades, 0 have been purchases and 55 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 50 sales selling 8,411 shares for an estimated $13,985,017.
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.

$FICO Hedge Fund Activity

We have seen 447 institutional investors add shares of $FICO stock to their portfolio, and 597 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
WINSLOW CAPITAL MANAGEMENT, LLC removed 229,187 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $342,985,221
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

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$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 3 times in the past 6 months. Of those trades, 1 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 2 times. They made 1 purchase worth up to $15,000 on 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.

$FICO Analyst Ratings

Wall Street analysts have issued reports on $FICO in the last several months. We have seen 4 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
Jefferies issued a "Buy" rating on 11/06/2025
Baird issued a "Outperform" rating on 11/06/2025
Seaport Global issued a "Buy" rating on 10/01/2025

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 $1967.5.

Here are some recent targets:

Kevin Mcveigh from UBS set a target price of $1350.0 on 03/11/2026
George Tong from Goldman Sachs set a target price of $1770.0 on 02/03/2026
Kyle Peterson from Needham set a target price of $1975.0 on 01/29/2026
Surinder Thind from Jefferies set a target price of $2200.0 on 01/16/2026
Jason Haas from Wells Fargo set a target price of $2500.0 on 01/14/2026
Ryan Griffin from BMO Capital set a target price of $2200.0 on 11/06/2025
Jeffrey Meuler from Baird set a target price of $1960.0 on 11/06/2025

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.