TimesSquare Capital Management LLC Takes Position in Fair Isaac Corporation $FICO

TimesSquare Capital Management LLC acquired a new stake in shares of Fair Isaac Corporation (NYSE:FICO) during the second quarter, according to its most recent filing with the SEC. The fund acquired 20,054 shares of the technology company’s stock, valued at approximately $23,960,000. TimesSquare Capital Management LLC owned 0.09% of Fair Isaac as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in FICO. Bayban purchased a new position in Fair Isaac during the 4th quarter valued at about $25,000. Physician Wealth Advisors Inc. lifted its holdings in shares of Fair Isaac by 166.7% in the fourth quarter. Physician Wealth Advisors Inc. now owns 16 shares of the technology company’s stock worth $27,000 after buying an additional 10 shares in the last quarter. Western Wealth Management LLC bought a new position in shares of Fair Isaac in the first quarter valued at approximately $29,000. Torren Management LLC bought a new position in shares of Fair Isaac in the fourth quarter valued at approximately $30,000. Finally, Elyxium Wealth LLC purchased a new position in Fair Isaac during the fourth quarter valued at approximately $42,000. Hedge funds and other institutional investors own 85.75% of the company’s stock.

Analysts Set New Price Targets

Several analysts have issued reports on the stock. Needham & Company LLC reiterated a “buy” rating and issued a $1,650.00 target price on shares of Fair Isaac in a research note on Thursday, July 30th. UBS Group reduced their price target on shares of Fair Isaac from $1,200.00 to $1,130.00 and set a “neutral” rating for the company in a research report on Wednesday, August 12th. Barclays lowered their price objective on Fair Isaac from $1,950.00 to $1,700.00 and set an “overweight” rating on the stock in a research report on Monday, August 10th. Royal Bank Of Canada dropped their price objective on Fair Isaac from $2,400.00 to $1,525.00 and set an “outperform” rating for the company in a research note on Thursday, July 30th. Finally, Bank of America reduced their target price on Fair Isaac from $1,550.00 to $1,400.00 and set a “buy” rating for the company in a research report on Tuesday, May 19th. Eleven investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,553.69.

Insider Buying and Selling at Fair Isaac

In other news, Director Eva Manolis sold 967 shares of the business’s stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $1,400.00, for a total value of $1,353,800.00. Following the completion of the sale, the director directly owned 498 shares in the company, valued at approximately $697,200. The trade was a 66.01% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 3.02% of the company’s stock.

Fair Isaac Trading Down 1.9%

Shares of NYSE FICO opened at $1,065.02 on Tuesday. The stock has a market cap of $23.00 billion, a price-to-earnings ratio of 30.76, a P/E/G ratio of 0.97 and a beta of 1.30. Fair Isaac Corporation has a 1-year low of $870.01 and a 1-year high of $1,998.01. The stock’s 50-day moving average is $1,178.18 and its 200 day moving average is $1,191.52.

Fair Isaac (NYSE:FICO) last released its earnings results on Wednesday, July 29th. The technology company reported $12.18 earnings per share for the quarter, topping analysts’ consensus estimates of $11.76 by $0.42. Fair Isaac had a negative return on equity of 32.51% and a net margin of 34.05%.The company had revenue of $674.19 million during the quarter, compared to the consensus estimate of $679.17 million. During the same quarter in the previous year, the company posted $8.57 EPS. Fair Isaac’s quarterly revenue was up 25.7% compared to the same quarter last year. Fair Isaac has set its FY 2026 guidance at 42.430-42.430 EPS. On average, analysts forecast that Fair Isaac Corporation will post 37.37 EPS for the current fiscal year.

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.