Oppenheimer Asset Management Inc. Grows Stock Position in Fair Isaac Corporation $FICO

Oppenheimer Asset Management Inc. raised its position in Fair Isaac Corporation (NYSE:FICO) by 17.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,409 shares of the technology company’s stock after acquiring an additional 514 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in Fair Isaac were worth $5,102,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Westside Investment Management Inc. purchased a new stake in Fair Isaac during the 2nd quarter worth $26,000. Ransom Advisory Ltd acquired a new stake in shares of Fair Isaac during the third quarter valued at about $30,000. 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 valued at $30,000 after acquiring an additional 8 shares in the last quarter. Root Financial Partners LLC purchased a new stake in shares of Fair Isaac during the third quarter worth about $30,000. Finally, 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 worth $30,000 after acquiring an additional 14 shares in the last quarter. 85.75% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages have weighed in on FICO. Needham & Company LLC restated a “buy” rating and set a $1,975.00 price objective on shares of Fair Isaac in a research note on Thursday, January 29th. BMO Capital Markets decreased their price target on shares of Fair Isaac from $2,300.00 to $2,200.00 and set an “outperform” rating for the company in a research report on Thursday, November 6th. The Goldman Sachs Group dropped their price target on shares of Fair Isaac from $2,070.00 to $1,777.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Jefferies Financial Group upped their price target on shares of Fair Isaac from $2,100.00 to $2,200.00 and gave the company a “buy” rating in a report on Friday, January 16th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Fair Isaac from $1,750.00 to $1,825.00 and gave the stock a “neutral” rating in a report on Thursday, November 6th. Ten equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, Fair Isaac presently has an average rating of “Moderate Buy” and a consensus price target of $2,071.43.

Fair Isaac Price Performance

Shares of FICO opened at $1,380.71 on Wednesday. The stock has a market capitalization of $32.75 billion, a PE ratio of 51.10, a price-to-earnings-growth ratio of 1.39 and a beta of 1.27. The business’s fifty day moving average price is $1,628.07 and its 200 day moving average price is $1,596.76. Fair Isaac Corporation has a 12-month low of $1,284.30 and a 12-month high of $2,217.60.

Fair Isaac (NYSE:FICO) last released its earnings results on Wednesday, January 28th. The technology company reported $7.33 earnings per share for the quarter, beating the consensus estimate 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 firm had revenue of $766.00 million during the quarter, compared to analyst estimates of $501.05 million. During the same quarter in the previous year, the firm earned $5.79 earnings per share. The firm’s revenue for the quarter was up 16.4% compared to the same quarter last year. Fair Isaac has set its FY 2026 guidance at 38.170-38.170 EPS. As a group, research analysts anticipate that Fair Isaac Corporation will post 24.15 earnings per share for the current fiscal year.

Insider Activity

In related news, CFO Steven P. Weber sold 1,426 shares of the stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $1,810.00, for a total transaction of $2,581,060.00. Following the sale, the chief financial officer owned 2,804 shares in the company, valued at $5,075,240. This represents a 33.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Eva Manolis sold 521 shares of Fair Isaac stock in a transaction that occurred on Friday, December 12th. The shares were 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 of the company’s stock, valued at approximately $628,085.52. The trade was a 60.23% 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 corporate insiders.

Fair Isaac 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.