Fair Isaac (NYSE:FICO) Price Target Lowered to $1,325.00 at JPMorgan Chase & Co.

Fair Isaac (NYSE:FICO) had its price objective dropped by equities researchers at JPMorgan Chase & Co. from $1,825.00 to $1,325.00 in a research report issued on Tuesday,Benzinga reports. The brokerage currently has a “neutral” rating on the technology company’s stock. JPMorgan Chase & Co.‘s price objective indicates a potential upside of 33.79% from the stock’s previous close.

Several other brokerages have also issued reports on FICO. Jefferies Financial Group raised their price target on shares of Fair Isaac from $2,100.00 to $2,200.00 and gave the stock a “buy” rating in a research note on Friday, January 16th. Needham & Company LLC reissued a “buy” rating on shares of Fair Isaac in a report on Thursday, February 26th. UBS Group decreased their target price on Fair Isaac from $1,500.00 to $1,350.00 and set a “neutral” rating for the company in a research report on Wednesday, March 11th. Bank of America initiated coverage on Fair Isaac in a research report on Tuesday, February 17th. They set a “buy” rating and a $1,900.00 price target on the stock. Finally, Zacks Research downgraded Fair Isaac from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 1st. Nine equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Fair Isaac currently has an average rating of “Moderate Buy” and a consensus target price of $1,886.69.

Fair Isaac Trading Down 6.9%

Shares of NYSE:FICO traded down $73.00 during midday trading on Tuesday, reaching $990.34. The company had a trading volume of 360,516 shares, compared to its average volume of 342,283. The stock has a market cap of $23.49 billion, a P/E ratio of 36.66, a P/E/G ratio of 1.09 and a beta of 1.28. The company’s 50 day moving average price is $1,379.96 and its 200 day moving average price is $1,573.46. Fair Isaac has a 52-week low of $969.32 and a 52-week high of $2,217.60.

Fair Isaac (NYSE:FICO) last posted its quarterly earnings data on Wednesday, January 28th. The technology company reported $7.33 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.08 by $0.25. The business had revenue of $766.00 million during the quarter, compared to the consensus estimate of $501.05 million. Fair Isaac had a net margin of 31.89% and a negative return on equity of 40.98%. The firm’s quarterly revenue was up 16.4% compared to the same quarter last year. During the same quarter last year, the company posted $5.79 earnings per share. Fair Isaac has set its FY 2026 guidance at 38.170-38.170 EPS. Research analysts forecast that Fair Isaac will post 24.15 EPS for the current fiscal year.

Fair Isaac declared that its Board of Directors has authorized a stock buyback plan on Wednesday, February 25th that authorizes the company to repurchase $1.50 billion in shares. This repurchase authorization authorizes the technology company to repurchase up to 5.2% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s board believes its shares are undervalued.

Insider Transactions at Fair Isaac

In related news, Director Joanna Rees sold 358 shares of the stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $1,360.00, for a total transaction of $486,880.00. Following the sale, the director owned 11,204 shares of the company’s stock, valued at approximately $15,237,440. This represents a 3.10% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Eva Manolis sold 520 shares of Fair Isaac stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $1,227.63, for a total value of $638,367.60. Following the transaction, the director directly owned 344 shares of the company’s stock, valued at $422,304.72. The trade was a 60.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 3.02% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. Rockefeller Capital Management L.P. boosted its holdings in Fair Isaac by 39.3% in the 4th quarter. Rockefeller Capital Management L.P. now owns 1,206 shares of the technology company’s stock valued at $2,039,000 after purchasing an additional 340 shares during the period. Bayban purchased a new stake in shares of Fair Isaac in the fourth quarter worth $25,000. Reflection Asset Management purchased a new stake in shares of Fair Isaac in the fourth quarter worth $52,000. Compound Planning Inc. boosted its stake in Fair Isaac by 12.7% during the fourth quarter. Compound Planning Inc. now owns 276 shares of the technology company’s stock valued at $466,000 after buying an additional 31 shares during the period. Finally, Corient Private Wealth LLC grew its position in Fair Isaac by 6.5% during the fourth quarter. Corient Private Wealth LLC now owns 10,761 shares of the technology company’s stock worth $18,193,000 after buying an additional 654 shares in the last quarter. 85.75% of the stock is owned by institutional investors.

Key Fair Isaac News

Here are the key news stories impacting Fair Isaac this week:

• Positive Sentiment: FICO released a UK credit‑card market report showing continued engagement with its analytics and risk tools, signaling ongoing demand for FICO products in consumer lending markets. FICO UK Credit Card Market Report: January 2026
• Neutral Sentiment: A mortgage‑industry roundup noted multiple tech and servicing trends and mentioned the FICO investigation as one topic among others, providing context but no new regulatory details. eNote, AI, Servicing, Data Tools; Trigger Lead Adjustments; FICO Investigation; Home Price Appreciation is Complicated
• Negative Sentiment: Sen. Josh Hawley has opened a probe into FICO’s mortgage credit‑score pricing, drawing prominent media coverage and bipartisan scrutiny that could lead to regulatory action or reputational damage. Senator Josh Hawley targets FICO’s mortgage credit score pricing in new probe
• Negative Sentiment: J.P. Morgan trimmed its price target on FICO, citing pricing pressures for FICO’s credit‑score products — an analyst downgrade that typically weighs on sentiment and can prompt selling. FICO stock declines amid pricing pressures; J.P. Morgan trims price target
• Negative Sentiment: Johnson Fistel announced an investigation into potential shareholder claims regarding FICO officers, escalating legal risk and investor concern about recoverable losses. Fair Isaac Shareholders Are Encouraged to Reach Out to Johnson Fistel

Fair Isaac Company Profile

Fair Isaac Corporation, commonly known as FICO, is a data analytics and software company best known for its FICO Score, a widely used credit-scoring system that helps lenders assess consumer credit risk. Founded in 1956 by Bill Fair and Earl Isaac, the company has evolved from its origins in statistical credit scoring to a broader focus on predictive analytics, decision management and artificial intelligence-driven solutions for financial services and other industries. FICO is headquartered in San Jose, California, and operates globally, serving clients across North America, Latin America, Europe, the Middle East, Africa and the Asia-Pacific region.

FICO’s product portfolio centers on analytics and decisioning technologies.