Rep. Gilbert Ray Cisneros, Jr. Sells Fair Isaac Corporation (NYSE:FICO) Shares

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of Fair Isaac Corporation (NYSE:FICO). In a filing disclosed on March 09th, the Representative disclosed that they had sold between $1,001 and $15,000 in Fair Isaac stock on February 10th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Thermon Group (NYSE:THR) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Uber Technologies (NYSE:UBER) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Robinhood Markets (NASDAQ:HOOD) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Micron Technology (NASDAQ:MU) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Oracle (NYSE:ORCL) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Champion Homes (NYSE:SKY) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/20/2026.

Fair Isaac Stock Performance

Shares of FICO stock traded down $73.04 on Thursday, hitting $1,092.19. The company had a trading volume of 969,081 shares, compared to its average volume of 331,895. Fair Isaac Corporation has a twelve month low of $1,068.67 and a twelve month high of $2,217.60. The firm has a market cap of $25.91 billion, a P/E ratio of 40.42, a P/E/G ratio of 1.24 and a beta of 1.28. The stock’s 50-day moving average is $1,459.11 and its two-hundred day moving average is $1,592.33.

Fair Isaac (NYSE:FICO) last announced its earnings results on Wednesday, January 28th. The technology company reported $7.33 EPS for the quarter, beating the consensus estimate of $7.08 by $0.25. The business had revenue of $766.00 million for the quarter, compared to analysts’ expectations of $501.05 million. Fair Isaac had a negative return on equity of 40.98% and a net margin of 31.89%.The firm’s revenue was up 16.4% on a year-over-year basis. During the same period in the prior year, the business posted $5.79 earnings per share. Fair Isaac has set its FY 2026 guidance at 38.170-38.170 EPS. Equities research analysts predict that Fair Isaac Corporation will post 24.15 EPS for the current year.

Fair Isaac announced that its board has approved 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 stock through open market purchases. Stock repurchase plans are often a sign that the company’s management believes its stock is undervalued.

More Fair Isaac News

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

• Positive Sentiment: Strong fundamentals and bullish research notes. Recent commentary and coverage highlight FICO’s solid quarter and durable business metrics—analysts pointing to continued growth in analytics and recurring score revenue despite the selloff. Fair Isaac: What’s The Score?
• Positive Sentiment: Index attention and liquidity. FICO has drawn attention across the Russell 1000, which can support demand and institutional interest even while the stock digests recent newsflow. Fair Isaac (NYSE:FICO) Gains Attention Across Russell 1000 Index
• Neutral Sentiment: $1.0 billion senior notes priced (6.25% due 2034). FICO priced a private offering of senior notes; the raise increases leverage and fixed interest cost but management said proceeds will be used for corporate purposes/repayment. Investors should watch uses of proceeds and any impact on free cash flow. FICO Announces Pricing of $1.0 Billion in Senior Notes
• Neutral Sentiment: Analysts and valuation scrutiny after a steep pullback. Several outlets are re-assessing FICO’s valuation after the recent share-price decline; that process can prolong volatility as investors debate upside vs. fundamentals. Assessing Fair Isaac (FICO) Valuation After Steep Recent Share Price Pullback
• Negative Sentiment: Competitors cut VantageScore pricing — direct pressure on mortgage-score revenue. Equifax, Experian and TransUnion announced aggressive, below-market pricing for VantageScore 4.0 in mortgage origination. The move is the primary catalyst for today’s heavy selling — it creates pricing pressure and potential share loss in a high-value channel for FICO. Fair Isaac Stock Tumbles. The Credit Bureaus Swing Big With Price Cuts. Why FICO Stock Just Suffered A Brutal Selloff
• Negative Sentiment: UBS trims price target and shifts to neutral. UBS cut its target from $1,500 to $1,350 and moved to a neutral stance, removing a source of buy-side conviction and likely contributing to short-term selling pressure. Benzinga
• Neutral Sentiment: Stock trailing S&P 500 over the last year. Longer-term relative underperformance raises expectations that FICO will need visible execution or positive updates to regain momentum. Is Fair Isaac Stock Underperforming the S&P 500?

Institutional Investors Weigh In On Fair Isaac

Hedge funds have recently added to or reduced their stakes in the company. Bayban acquired a new stake in Fair Isaac in the 4th quarter valued at $25,000. Physician Wealth Advisors Inc. raised its holdings in Fair Isaac by 166.7% during the fourth quarter. Physician Wealth Advisors Inc. now owns 16 shares of the technology company’s stock worth $27,000 after buying an additional 10 shares during the last quarter. Torren Management LLC bought a new position in shares of Fair Isaac in the fourth quarter valued at $30,000. Cornerstone Planning Group LLC lifted its stake in shares of Fair Isaac by 280.0% in the third quarter. Cornerstone Planning Group LLC now owns 19 shares of the technology company’s stock valued at $30,000 after buying an additional 14 shares in the last quarter. Finally, Ransom Advisory Ltd acquired a new position in shares of Fair Isaac during the third quarter valued at about $30,000. Institutional investors and hedge funds own 85.75% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently commented on FICO. The Goldman Sachs Group reduced their price objective on shares of Fair Isaac from $2,070.00 to $1,777.00 and set a “buy” rating on the stock in a research note on Monday, February 2nd. UBS Group lowered their target price on shares of Fair Isaac from $1,500.00 to $1,350.00 and set a “neutral” rating for the company in a research note on Wednesday. Zacks Research lowered shares of Fair Isaac from a “strong-buy” rating to a “hold” rating in a report on Monday, December 1st. Needham & Company LLC reaffirmed a “buy” rating on shares of Fair Isaac in a research report on Thursday, February 26th. Finally, Bank of America started coverage on Fair Isaac in a report on Tuesday, February 17th. They set a “buy” rating and a $1,900.00 price target for the company. Nine equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $1,972.31.

Insider Transactions at Fair Isaac

In related news, Director Joanna Rees sold 358 shares of the company’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $1,360.00, for a total value of $486,880.00. Following the sale, the director owned 11,204 shares in the company, valued at $15,237,440. This represents a 3.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Steven P. Weber sold 1,426 shares of Fair Isaac stock in a transaction dated Wednesday, December 17th. The shares were 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 of the company’s stock, valued at $5,075,240. This trade represents a 33.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 2,825 shares of company stock valued at $4,657,565 over the last three months. Corporate insiders own 3.02% of the company’s stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.