South Dakota Investment Council Purchases 3,540 Shares of Fair Isaac Corporation $FICO

South Dakota Investment Council raised its position in Fair Isaac Corporation (NYSE:FICO) by 1,176.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,841 shares of the technology company’s stock after acquiring an additional 3,540 shares during the period. South Dakota Investment Council’s holdings in Fair Isaac were worth $5,748,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in FICO. Heartland Bank & Trust Co boosted its position in shares of Fair Isaac by 1.3% in the 3rd quarter. Heartland Bank & Trust Co now owns 464 shares of the technology company’s stock worth $694,000 after purchasing an additional 6 shares in the last quarter. Great Lakes Advisors LLC boosted its holdings in Fair Isaac by 5.7% in the first quarter. Great Lakes Advisors LLC now owns 112 shares of the technology company’s stock worth $207,000 after acquiring an additional 6 shares in the last quarter. Meeder Asset Management Inc. grew its stake in shares of Fair Isaac by 66.7% during the third quarter. Meeder Asset Management Inc. now owns 20 shares of the technology company’s stock worth $30,000 after acquiring an additional 8 shares during the last quarter. Parkside Financial Bank & Trust increased its holdings in shares of Fair Isaac by 5.9% during the third quarter. Parkside Financial Bank & Trust now owns 143 shares of the technology company’s stock valued at $214,000 after acquiring an additional 8 shares in the last quarter. Finally, Arete Wealth Advisors LLC raised its position in shares of Fair Isaac by 3.9% in the 3rd quarter. Arete Wealth Advisors LLC now owns 215 shares of the technology company’s stock valued at $322,000 after purchasing an additional 8 shares during the last quarter. 85.75% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on FICO. Robert W. Baird upped their price target on shares of Fair Isaac from $1,900.00 to $1,960.00 and gave the company an “outperform” rating in a research note on Thursday, November 6th. JPMorgan Chase & Co. boosted their price objective on shares of Fair Isaac from $1,750.00 to $1,825.00 and gave the company a “neutral” rating in a report on Thursday, November 6th. Zacks Research lowered Fair Isaac from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 1st. Needham & Company LLC reiterated a “buy” rating on shares of Fair Isaac in a research note on Thursday, February 26th. Finally, The Goldman Sachs Group cut their price objective on Fair Isaac from $2,070.00 to $1,777.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Nine investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $1,994.62.

Fair Isaac Stock Up 3.0%

Shares of FICO stock opened at $1,449.67 on Wednesday. Fair Isaac Corporation has a 52-week low of $1,193.09 and a 52-week high of $2,217.60. The stock has a market cap of $34.39 billion, a PE ratio of 53.65, a price-to-earnings-growth ratio of 1.36 and a beta of 1.28. The business has a 50-day simple moving average of $1,501.65 and a 200-day simple moving average of $1,593.51.

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

Fair Isaac announced that its board has initiated a share repurchase plan on Wednesday, February 25th that authorizes the company to repurchase $1.50 billion in outstanding shares. This repurchase authorization authorizes the technology company to buy up to 5.2% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

Insider Buying and Selling at Fair Isaac

In related news, Director Eva Manolis sold 521 shares of Fair Isaac stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $1,825.83, for a total value of $951,257.43. Following the completion of the transaction, the director owned 344 shares in the company, valued at $628,085.52. The trade was a 60.23% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Steven P. Weber sold 1,426 shares of the stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $1,810.00, for a total value of $2,581,060.00. Following the transaction, the chief financial officer owned 2,804 shares in the company, valued at $5,075,240. This represents a 33.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 2,825 shares of company stock valued at $4,657,565. Corporate insiders own 3.02% of the company’s stock.

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.