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

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 Price Performance

NYSE:FICO traded up $48.02 on Wednesday, hitting $1,043.02. 332,592 shares of the company’s stock were exchanged, compared to its average volume of 403,299. The firm has a 50-day moving average price of $1,355.95 and a 200-day moving average price of $1,565.96. Fair Isaac Corporation has a 52 week low of $969.32 and a 52 week high of $2,217.60. The company has a market cap of $24.74 billion, a P/E ratio of 38.60, a price-to-earnings-growth ratio of 0.96 and a beta of 1.28.

Fair Isaac (NYSE:FICO) last announced its quarterly earnings data 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 negative return on equity of 40.98% and a net margin of 31.89%.The company had revenue of $766.00 million during the quarter, compared to analysts’ expectations of $501.05 million. During the same quarter last year, the company earned $5.79 EPS. Fair Isaac’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. On average, research analysts expect 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 approved a stock repurchase program on Wednesday, February 25th that allows the company to buyback $1.50 billion in outstanding shares. This buyback authorization allows the technology company to repurchase up to 5.2% of its shares through open market purchases. Shares buyback programs are generally a sign that the company’s board of directors believes its stock is undervalued.

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

Institutional Trading of Fair Isaac

A number of hedge funds have recently made changes to their positions in FICO. Northwestern Mutual Wealth Management Co. raised its stake in 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 valued at $5,625,815,000 after acquiring an additional 3,326,972 shares during the period. Vanguard Group Inc. boosted its position 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 during the period. State Street Corp increased its holdings in shares of Fair Isaac by 1.2% in the second quarter. State Street Corp now owns 1,083,410 shares of the technology company’s stock valued at $1,980,430,000 after purchasing an additional 13,018 shares during the last quarter. Capital World Investors increased its holdings in shares of Fair Isaac by 10.7% in the fourth 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 during the last quarter. Finally, Geode Capital Management LLC raised its position in shares of Fair Isaac by 1.3% in the fourth 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 during the period. 85.75% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. The Goldman Sachs Group lowered their price target on Fair Isaac from $2,070.00 to $1,777.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. Needham & Company LLC reissued a “buy” rating on shares of Fair Isaac in a research note on Thursday, February 26th. UBS Group lowered their target price on shares of 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. Robert W. Baird dropped their price target on shares of Fair Isaac from $1,960.00 to $1,547.00 and set an “outperform” rating on the stock in a research report on Tuesday. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Fair Isaac in a research note on Monday, December 29th. Nine research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $1,886.69.

Insider Transactions at Fair Isaac

In related news, Director Joanna Rees sold 358 shares of Fair Isaac 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 completion of the sale, the director owned 11,204 shares of the company’s stock, valued at approximately $15,237,440. The trade was a 3.10% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Eva Manolis sold 520 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $1,227.63, for a total transaction of $638,367.60. Following the completion of the transaction, the director directly owned 344 shares in the company, valued at approximately $422,304.72. This represents a 60.19% decrease in their ownership of the stock. 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.

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.