Fair Isaac Corporation $FICO Shares Purchased by Firetrail Investments PTY Ltd.

Firetrail Investments PTY Ltd. raised its stake in Fair Isaac Corporation (NYSE:FICO) by 163.6% during the third quarter, Holdings Channel.com reports. The firm owned 8,386 shares of the technology company’s stock after purchasing an additional 5,205 shares during the quarter. Fair Isaac accounts for about 3.1% of Firetrail Investments PTY Ltd.’s portfolio, making the stock its 15th largest position. Firetrail Investments PTY Ltd.’s holdings in Fair Isaac were worth $12,454,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Great Lakes Advisors LLC raised 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 valued at $207,000 after acquiring an additional 6 shares in the last quarter. Concurrent Investment Advisors LLC increased its position in shares of Fair Isaac by 2.7% in the 2nd quarter. Concurrent Investment Advisors LLC now owns 305 shares of the technology company’s stock valued at $558,000 after purchasing an additional 8 shares during the last quarter. Meeder Asset Management Inc. raised its holdings in shares of Fair Isaac by 66.7% in the 3rd quarter. Meeder Asset Management Inc. now owns 20 shares of the technology company’s stock valued at $30,000 after purchasing an additional 8 shares in the last quarter. Parkside Financial Bank & Trust lifted its position in shares of Fair Isaac by 5.9% during the 3rd quarter. Parkside Financial Bank & Trust now owns 143 shares of the technology company’s stock worth $214,000 after purchasing an additional 8 shares during the last quarter. Finally, Private Trust Co. NA grew its stake in shares of Fair Isaac by 33.3% during the second quarter. Private Trust Co. NA now owns 36 shares of the technology company’s stock worth $66,000 after purchasing an additional 9 shares in the last quarter. Hedge funds and other institutional investors own 85.75% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the company. Weiss Ratings restated a “hold (c+)” rating on shares of Fair Isaac in a research note on Monday, December 29th. Needham & Company LLC reissued a “buy” rating and set a $1,975.00 target price on shares of Fair Isaac in a research report on Thursday, January 29th. Robert W. Baird boosted their target price on Fair Isaac from $1,900.00 to $1,960.00 and gave the stock an “outperform” rating in a research note on Thursday, November 6th. Oppenheimer lowered shares of Fair Isaac from an “outperform” rating to a “market perform” rating in a research note on Monday, October 13th. Finally, Wells Fargo & Company raised their price objective on shares of Fair Isaac from $2,400.00 to $2,500.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Ten 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, Fair Isaac presently has a consensus rating of “Moderate Buy” and a consensus target price of $2,071.43.

Fair Isaac Stock Up 2.6%

NYSE:FICO opened at $1,392.04 on Friday. The company has a market capitalization of $33.02 billion, a PE ratio of 51.52, a P/E/G ratio of 1.41 and a beta of 1.27. Fair Isaac Corporation has a 52-week low of $1,284.30 and a 52-week high of $2,217.60. The stock’s 50 day moving average price is $1,643.95 and its 200 day moving average price is $1,598.50.

Fair Isaac (NYSE:FICO) last issued its quarterly earnings data on Wednesday, January 28th. The technology company reported $7.33 earnings per share for the quarter, beating analysts’ consensus estimates of $7.08 by $0.25. The company had revenue of $766.00 million during 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 for the quarter was up 16.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $5.79 earnings per share. Fair Isaac has set its FY 2026 guidance at 38.170-38.170 EPS. As a group, sell-side analysts anticipate that Fair Isaac Corporation will post 24.15 EPS for the current fiscal year.

Insider Activity at Fair Isaac

In related news, CEO William J. Lansing sold 2,400 shares of the stock in a transaction on Monday, November 10th. The shares were sold at an average price of $1,732.88, for a total transaction of $4,158,912.00. Following the completion of the sale, the chief executive officer owned 10,933 shares in the company, valued at $18,945,577.04. This represents a 18.00% 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 firm’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $1,810.00, for a total transaction of $2,581,060.00. Following the transaction, the chief financial officer directly owned 2,804 shares in the company, valued at $5,075,240. The trade was a 33.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 4,347 shares of company stock worth $7,691,229 in the last 90 days. 3.02% of the stock is owned by insiders.

About Fair Isaac

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.