Landscape Capital Management L.L.C. Makes New Investment in Fair Isaac Corporation $FICO

Landscape Capital Management L.L.C. bought a new stake in Fair Isaac Corporation (NYSE:FICO) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 574 shares of the technology company’s stock, valued at approximately $686,000.

Other institutional investors also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. raised its position in shares of Fair Isaac by 480,776.3% during 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 purchasing an additional 3,326,972 shares during the period. BlackRock Inc. bought a new stake in shares of Fair Isaac in the 2nd quarter worth approximately $2,491,517,000. Capital World Investors boosted its position 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 during the period. Geode Capital Management LLC boosted its position 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 during the period. Finally, Morgan Stanley grew its stake in Fair Isaac by 2.3% during the 4th quarter. Morgan Stanley now owns 499,836 shares of the technology company’s stock worth $845,037,000 after buying an additional 11,363 shares during the last quarter. 85.75% of the stock is owned by institutional investors.

Analysts Set New Price Targets

FICO has been the topic of several analyst reports. Weiss Ratings lowered Fair Isaac from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, July 30th. Royal Bank Of Canada reduced their price target on shares of Fair Isaac from $2,400.00 to $1,525.00 and set an “outperform” rating for the company in a report on Thursday, July 30th. Needham & Company LLC reissued a “buy” rating and set a $1,650.00 price target on shares of Fair Isaac in a report on Thursday, July 30th. Barclays lowered their price target on shares of Fair Isaac from $1,950.00 to $1,700.00 and set an “overweight” rating for the company in a research report on Monday, August 10th. Finally, Robert W. Baird set a $1,549.00 price objective on shares of Fair Isaac in a report on Wednesday, April 29th. Eleven investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, Fair Isaac has a consensus rating of “Moderate Buy” and a consensus price target of $1,553.69.

Fair Isaac Price Performance

Shares of FICO stock opened at $1,174.20 on Monday. Fair Isaac Corporation has a 12-month low of $870.01 and a 12-month high of $1,998.01. The firm has a market capitalization of $25.36 billion, a price-to-earnings ratio of 33.92, a price-to-earnings-growth ratio of 1.05 and a beta of 1.30. The business has a 50 day simple moving average of $1,173.21 and a 200 day simple moving average of $1,181.79.

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

Insider Activity

In other news, Director Eva Manolis sold 967 shares of the firm’s stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $1,400.00, for a total transaction of $1,353,800.00. Following the transaction, the director directly owned 498 shares of the company’s stock, valued at approximately $697,200. This trade represents a 66.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 3.02% of the company’s stock.

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.