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 traded up $48.02 during trading on Wednesday, reaching $1,043.02. 332,592 shares of the stock were exchanged, compared to its average volume of 347,598. The firm’s 50-day moving average price is $1,367.41 and its 200 day moving average price is $1,569.64. The firm has a market cap of $24.74 billion, a price-to-earnings ratio of 38.60, a price-to-earnings-growth ratio of 1.02 and a beta of 1.28. Fair Isaac Corporation has a 12-month low of $969.32 and a 12-month high of $2,217.60.
Fair Isaac declared that its board has authorized a stock repurchase plan on Wednesday, February 25th that permits the company to repurchase $1.50 billion in outstanding shares. This repurchase authorization permits the technology company to repurchase up to 5.2% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s board of directors believes its stock is undervalued.
Hedge Funds Weigh In On Fair Isaac
Several large investors have recently modified their holdings of FICO. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Fair Isaac by 480,776.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 3,327,664 shares of the technology company’s stock worth $5,625,815,000 after acquiring an additional 3,326,972 shares during the period. Vanguard Group Inc. raised its holdings in Fair Isaac by 2.4% during the third quarter. Vanguard Group Inc. now owns 3,069,749 shares of the technology company’s stock worth $4,593,971,000 after purchasing an additional 72,224 shares in the last quarter. State Street Corp lifted its position in Fair Isaac by 1.2% in the second quarter. State Street Corp now owns 1,083,410 shares of the technology company’s stock worth $1,980,430,000 after purchasing an additional 13,018 shares during the period. Capital World Investors boosted its stake in Fair Isaac by 10.7% during the 4th quarter. Capital World Investors now owns 894,593 shares of the technology company’s stock valued at $1,512,417,000 after purchasing an additional 86,200 shares in the last quarter. Finally, Geode Capital Management LLC boosted its stake in Fair Isaac by 1.3% during the 4th quarter. Geode Capital Management LLC now owns 719,120 shares of the technology company’s stock valued at $1,213,620,000 after purchasing an additional 8,886 shares in the last quarter. Institutional investors own 85.75% of the company’s stock.
Key Headlines Impacting Fair Isaac
Here are the key news stories impacting Fair Isaac this week:
- Positive Sentiment: FICO announced its “FICO Score Credit Lab” initiative aimed at broader inclusion and deeper lender‑analytics integrations — a potential revenue and wallet‑share positive if it accelerates adoption by lenders. FICO Score Credit Lab Targets Inclusion While Deepening Lender Analytics Ties
- Positive Sentiment: Street coverage remains constructive overall: brokerages’ consensus recommendation is reported as “Moderate Buy,” which supports demand from institutional investors and provides a base of analyst support. Fair Isaac Corporation (NYSE:FICO) Receives Consensus Recommendation of “Moderate Buy” from Brokerages
- Neutral Sentiment: Industry commentary and pipeline reporting discuss broader mortgage tech trends (eNotes, AI in servicing, data tools) that could change lender workflows — these are background developments that may affect score‑product adoption timing but are not immediate catalysts. eNote, AI, Servicing, Data Tools; Trigger Lead Adjustments; FICO Investigation; Home Price Appreciation is Complicated
- Negative Sentiment: Regulatory and political scrutiny intensified: a senator has called for an FTC probe into FICO’s mortgage‑score pricing, creating regulatory risk and potential margin/contract pressure for FICO’s core scoring business. Senator calls for FTC investigation into FICO score pricing
- Negative Sentiment: J.P. Morgan trimmed its price target and flagged pricing‑pressure risk in mortgage scoring; that analyst action (and related commentary from other banks) has weighed on sentiment and helped trigger recent selling. FICO stock declines amid pricing pressures; J.P. Morgan trims price target
- Negative Sentiment: Legal/investor‑protection noise: a plaintiff firm is investigating potential claims against FICO executives—this raises headline risk and could amplify volatility even if it does not become a material legal exposure. Fair Isaac Shareholders Are Encouraged to Reach Out to Johnson Fistel for More Information About Potentially Recovering Their Losses
Analysts Set New Price Targets
A number of analysts recently weighed in on FICO shares. Bank of America assumed coverage on shares of Fair Isaac in a research report on Tuesday, February 17th. They set a “buy” rating and a $1,900.00 price target for the company. JPMorgan Chase & Co. lowered their target price on Fair Isaac from $1,825.00 to $1,325.00 and set a “neutral” rating for the company in a research note on Tuesday. UBS Group dropped their target price on Fair Isaac from $1,500.00 to $1,350.00 and set a “neutral” rating on the stock in a report on Wednesday, March 11th. Wells Fargo & Company reduced their price target on Fair Isaac from $2,500.00 to $2,300.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 18th. Finally, Robert W. Baird lowered their price objective on shares of Fair Isaac from $1,960.00 to $1,547.00 and set an “outperform” rating for the company in a research report on Tuesday. Nine investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Fair Isaac has an average rating of “Moderate Buy” and an average target price of $1,886.69.
View Our Latest Stock Report on FICO
Insider Activity
In other Fair Isaac news, Director Eva Manolis sold 520 shares of the company’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $1,227.63, for a total value of $638,367.60. Following the completion of the sale, the director directly owned 344 shares of the company’s stock, valued at approximately $422,304.72. This represents a 60.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Joanna Rees sold 358 shares of Fair Isaac stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $1,360.00, for a total transaction of $486,880.00. Following the completion of the transaction, the director directly owned 11,204 shares in the company, valued at $15,237,440. This represents a 3.10% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 3.02% of the company’s stock.
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.
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.
Further Reading
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