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

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 Price Performance

FICO opened at $1,163.11 on Thursday. Fair Isaac Corporation has a 12 month low of $1,146.69 and a 12 month high of $2,217.60. The stock has a market capitalization of $27.59 billion, a price-to-earnings ratio of 43.05, a PEG ratio of 1.24 and a beta of 1.28. The business has a fifty day moving average price of $1,459.11 and a 200 day moving average price of $1,592.33.

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

Fair Isaac announced that its Board of Directors has initiated a stock 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 repurchase up to 5.2% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s management believes its shares are undervalued.

Insider Buying and Selling at Fair Isaac

In other news, CFO Steven P. Weber sold 1,426 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $1,810.00, for a total value of $2,581,060.00. Following the completion of the sale, the chief financial officer directly owned 2,804 shares of the company’s stock, valued at approximately $5,075,240. The trade was a 33.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Eva Manolis sold 521 shares of the company’s stock in a transaction dated 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 sale, the director directly owned 344 shares of the company’s stock, valued at approximately $628,085.52. This trade represents a 60.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 2,825 shares of company stock worth $4,657,565 over the last 90 days. Corporate insiders own 3.02% of the company’s stock.

Hedge Funds Weigh In On Fair Isaac

Several hedge funds have recently added to or reduced their stakes in the stock. Heartland Bank & Trust Co lifted its position in shares of Fair Isaac by 1.3% during the 3rd quarter. Heartland Bank & Trust Co now owns 464 shares of the technology company’s stock worth $694,000 after buying an additional 6 shares during the last quarter. GW&K Investment Management LLC grew its position in shares of Fair Isaac by 4.6% in the 3rd quarter. GW&K Investment Management LLC now owns 136 shares of the technology company’s stock valued at $204,000 after buying an additional 6 shares during the last quarter. Great Lakes Advisors LLC raised its stake in Fair Isaac by 5.7% during the 1st quarter. Great Lakes Advisors LLC now owns 112 shares of the technology company’s stock worth $207,000 after acquiring an additional 6 shares in the last quarter. Capital Investment Advisory Services LLC lifted its position in Fair Isaac by 1.9% in the fourth quarter. Capital Investment Advisory Services LLC now owns 367 shares of the technology company’s stock valued at $620,000 after acquiring an additional 7 shares during the last quarter. Finally, San Luis Wealth Advisors LLC lifted its position in Fair Isaac by 2.8% in the third quarter. San Luis Wealth Advisors LLC now owns 253 shares of the technology company’s stock valued at $379,000 after acquiring an additional 7 shares during the last quarter. 85.75% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Fair Isaac

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

• Positive Sentiment: Q4 / recent results and analyst upgrades reinforce that FICO’s core business remains healthy — revenue and EPS beats, plus articles arguing the business is stronger than ever. Fair Isaac: Earnings Prove Business Has Never Been Stronger (Rating Upgrade)
• Positive Sentiment: Longer-term growth narrative persists — analyst coverage and pieces highlight FICO as a top growth stock given durable data assets and recurring revenue. Why Fair Isaac (FICO) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: FICO launched and then priced a $1.0B private offering of 6.25% senior notes due 2034 — proceeds are intended for refinancing/repayment purposes. Debt issuance raises leverage but was marketed as non‑dilutive capital management. FICO Announces Pricing of $1.0 Billion in Senior Notes
• Negative Sentiment: Major competing credit bureaus (Equifax, Experian, TransUnion) announced aggressive, below‑market pricing for VantageScore 4.0 mortgage origination scores — this directly pressures FICO’s mortgage scoring revenue and is cited as the primary trigger for today’s selloff. Fair Isaac Stock Tumbles. The Credit Bureaus Swing Big With Price Cuts.
• Negative Sentiment: UBS lowered its price target to $1,350 and moved to a neutral rating, signaling reduced near‑term upside and adding selling pressure from discretionary investors. Benzinga coverage of UBS price target cut
• Negative Sentiment: Market commentary and data point to heavy intraday selling and elevated volume; reported insider selling activity and institutional position shifts increase investor caution. Why FICO Stock Just Suffered A Brutal Selloff Quiver Quant data on FICO intraday activity

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on FICO shares. The Goldman Sachs Group reduced their target price on shares of Fair Isaac from $2,070.00 to $1,777.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Zacks Research cut shares of Fair Isaac from a “strong-buy” rating to a “hold” rating in a report on Monday, December 1st. Jefferies Financial Group increased their price objective on shares of Fair Isaac from $2,100.00 to $2,200.00 and gave the company a “buy” rating in a research report on Friday, January 16th. Bank of America initiated coverage on shares of Fair Isaac in a report on Tuesday, February 17th. They issued a “buy” rating and a $1,900.00 price objective on the stock. Finally, Wells Fargo & Company boosted their target price on shares of Fair Isaac from $2,400.00 to $2,500.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 14th. Nine investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,972.31.

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.

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.