Rep. Josh Gottheimer Unloads Fair Isaac Corporation (NYSE:FICO) Stock

Posted by Paula Ricardo on Mar 25th, 2026

Representative Josh Gottheimer (Democratic-New Jersey) recently sold shares of Fair Isaac Corporation (NYSE:FICO). In a filing disclosed on March 16th, the Representative disclosed that they had sold between $1,001 and $15,000 in Fair Isaac stock on February 4th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

Sold $1,001 – $15,000 in shares of Palo Alto Networks (NASDAQ:PANW) on 2/27/2026.
Purchased $1,001 – $15,000 in shares of Infineon Technologies (OTCMKTS:IFNNY) on 2/27/2026.
Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 2/26/2026.
Sold $1,001 – $15,000 in shares of Intuit (NASDAQ:INTU) on 2/20/2026.
Sold $1,001 – $15,000 in shares of Visa (NYSE:V) on 2/18/2026.
Sold $1,001 – $15,000 in shares of Carvana (NYSE:CVNA) on 2/18/2026.
Purchased $1,001 – $15,000 in shares of GE Vernova (NYSE:GEV) on 2/5/2026.
Purchased $1,001 – $15,000 in shares of Cummins (NYSE:CMI) on 2/5/2026.
Purchased $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 2/5/2026.
Purchased $1,001 – $15,000 in shares of Exxon Mobil (NYSE:XOM) on 2/4/2026.

Fair Isaac Stock Performance

Shares of NYSE:FICO opened at $993.34 on Wednesday. Fair Isaac Corporation has a one year low of $969.32 and a one year high of $2,217.60. The business’s fifty day moving average price is $1,367.41 and its two-hundred day moving average price is $1,569.64. The stock has a market cap of $23.56 billion, a PE ratio of 36.76, a price-to-earnings-growth ratio of 1.02 and a beta of 1.28.

Fair Isaac (NYSE:FICO – Get Free Report) last issued its quarterly earnings results on Wednesday, January 28th. The technology company reported $7.33 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 company’s quarterly revenue was up 16.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $5.79 earnings per share. Fair Isaac has set its FY 2026 guidance at 38.170-38.170 EPS. As a group, equities research analysts predict that Fair Isaac Corporation will post 24.15 earnings per share for the current fiscal year.

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

Key Headlines Impacting Fair Isaac

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

Positive Sentiment: Brokerage consensus remains constructive: several firms still rate FICO a buy or outperform, and an aggregate consensus recommendation was published as “Moderate Buy,” which supports a recovery case if regulatory noise eases. Read More.
Positive Sentiment: Robert W. Baird trimmed its price target but kept an “Outperform” view (PT lowered to $1,547), signaling that some analysts still see meaningful upside versus current levels. Read More.
Neutral Sentiment: J.P. Morgan cut its price target and moved to a neutral stance, explicitly citing pricing concerns in mortgage credit scoring — this is a balance between valuation/competition worries and FICO’s revenue quality. Read More.
Negative Sentiment: Regulatory scrutiny intensified as a senator has publicly called for an FTC investigation into FICO’s mortgage‑score pricing. That probe raises the risk of regulatory action, higher compliance costs, and reputational damage for a company whose mortgage business is a key growth driver. Read More.
Negative Sentiment: A shareholder‑law firm (Johnson Fistel) announced an investigation into potential investor claims tied to FICO executives, which can amplify selling pressure and create distraction/legal risk even if claims are unproven. Read More.
Negative Sentiment: Market commentary highlights increasing competition and pricing pressure for mortgage credit scores (multi‑model adoption e.g., VantageScore, lender price transparency), along with analyst target cuts and notable insider selling — a combination that directly threatens FICO’s pricing power and revenue growth. Read More.

Insider Transactions at Fair Isaac

In other Fair Isaac news, Director Joanna Rees sold 358 shares of the business’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $1,360.00, for a total transaction of $486,880.00. Following the sale, the director directly owned 11,204 shares in the company, valued at approximately $15,237,440. The trade was a 3.10% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Eva Manolis sold 520 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $1,227.63, for a total transaction of $638,367.60. Following the completion of the sale, the director directly owned 344 shares of the company’s stock, valued at $422,304.72. This trade represents a 60.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 3.02% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. Natixis Advisors LLC raised its holdings in shares of Fair Isaac by 28.9% during the third quarter. Natixis Advisors LLC now owns 14,721 shares of the technology company’s stock valued at $22,030,000 after buying an additional 3,302 shares during the last quarter. Artisan Partners Limited Partnership acquired a new stake in Fair Isaac in the 2nd quarter valued at approximately $84,295,000. Tokio Marine Asset Management Co. Ltd. increased its position in Fair Isaac by 111.6% in the 3rd quarter. Tokio Marine Asset Management Co. Ltd. now owns 1,947 shares of the technology company’s stock valued at $2,914,000 after acquiring an additional 1,027 shares during the period. Brighton Jones LLC raised its stake in Fair Isaac by 168.7% during the 4th quarter. Brighton Jones LLC now owns 481 shares of the technology company’s stock valued at $958,000 after acquiring an additional 302 shares in the last quarter. Finally, Jefferies Financial Group Inc. acquired a new position in shares of Fair Isaac during the third quarter valued at $1,580,000. 85.75% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

FICO has been the subject of several recent analyst reports. Needham & Company LLC restated a “buy” rating on shares of Fair Isaac in a report on Thursday, February 26th. JPMorgan Chase & Co. decreased their target price on shares of Fair Isaac from $1,825.00 to $1,325.00 and set a “neutral” rating on the stock in a research report on Tuesday. Weiss Ratings restated a “hold (c+)” rating on shares of Fair Isaac in a report on Monday, December 29th. UBS Group dropped their price target on shares of 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. Finally, Wells Fargo & Company reduced their price objective on Fair Isaac from $2,500.00 to $2,300.00 and set an “overweight” rating on the stock in a research note on Wednesday, March 18th. Nine research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,886.69.

Check Out Our Latest Report on Fair Isaac

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

About Fair Isaac

(Get Free Report)

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.