Fair Isaac Corporation (FICO) Stock Rises on Q2 2026 Earnings

Fair Isaac Corporation (FICO) reported Q2 2026 results with total revenue of $691.7 million, a 38.69% year‑over‑year increase that topped the consensus revenue estimate of $642.4 million. Diluted earnings per share came in at $11.14, marginally below the consensus estimate of $11.20.

Cash flow and balance sheet highlights show stronger liquidity and low capital spending.

Market reaction: shares were up 6.38% since market close following the release.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Fair Isaac Corporation Insider Trading Activity

Fair Isaac Corporation 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.

Fair Isaac Corporation Hedge Fund Activity

We have seen 401 institutional investors add shares of Fair Isaac Corporation stock to their portfolio, and 518 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.

Fair Isaac Corporation 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.

Fair Isaac Corporation 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.

Fair Isaac Corporation 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 Fair Isaac Corporation, check out Quiver Quantitative's $FICO forecast page.

Fair Isaac Corporation 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:

• 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
• Jeffrey Meuler from Baird set a target price of $1547.0 on 03/24/2026