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Why Fair Isaac (FICO) Stock Is Up Today

Investivoq PriceTracker

Fair Isaac Corporation (FICO) is up 3.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a relief rally tied to Fair Isaac’s newly disclosed restructuring plan, which includes a workforce reduction and a push to streamline operations with more AI-driven product development. After the stock’s sharp late-September selloff on mortgage-market competitive concerns, investors may also be viewing the reorganization as a way to protect margins and stabilize earnings power.

Details:

  • Fair Isaac disclosed in a recent Form 8-K that management approved a reorganization plan on October 1, 2026.
  • The plan calls for reducing management layers, simplifying the operating structure, improving processes and tools, and integrating AI-driven product development.
  • The company expects the workforce reduction to affect about 15% of positions, suggesting a meaningful cost-cutting effort that the market may see as margin supportive.
  • This bounce also appears to come after a severe recent decline tied to changing mortgage credit-score rules, so part of today’s move could be bargain hunting as investors reassess the downside.

    • Sources:

    Fair Isaac investor relations, SEC, FHFA

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $FICO Insider Trading Activity

    FICO Insider Trades

    $FICO insiders have traded $FICO stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

    Here’s a breakdown of recent trading of $FICO stock by insiders over the last 6 months:

    • EVA MANOLIS sold 967 shares for an estimated $1,353,800

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $FICO Hedge Fund Activity

    We have seen 356 institutional investors add shares of $FICO stock to their portfolio, and 454 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • CAPITAL INTERNATIONAL INVESTORS added 538,565 shares (+75.9%) to their portfolio in Q2 2026, for an estimated $643,466,690
    • D. E. SHAW & CO., INC. removed 387,386 shares (-97.3%) from their portfolio in Q2 2026, for an estimated $462,841,045
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 199,045 shares (+inf%) to their portfolio in Q2 2026, for an estimated $237,814,985
    • EDGEWOOD MANAGEMENT LLC removed 194,697 shares (-36.2%) from their portfolio in Q2 2026, for an estimated $232,620,081
    • CAPITAL RESEARCH GLOBAL INVESTORS added 177,436 shares (+15.9%) to their portfolio in Q2 2026, for an estimated $211,996,984
    • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 156,413 shares (+88.9%) to their portfolio in Q2 2026, for an estimated $186,879,124
    • BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. added 117,718 shares (+662.2%) to their portfolio in Q2 2026, for an estimated $140,647,112

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $FICO Government Contracts

    We have seen $2,450,000 of award payments to $FICO over the last year.

    Here are some of the awards which we have have seen pay out the most over the last year:

    • THE PURPOSE OF THIS CONTRACT IS TO PROVIDE BLADEWORKS SOFTWARE LICENSE MAINTENACE AND SUPPORT WITH A 12-MON...: $2,450,000

    To track government contracts to publicy traded companies, check out Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq API government contracts endpoint.

    $FICO Congressional Stock Trading

    Members of Congress have traded $FICO stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

    Here’s a breakdown of recent trading of $FICO stock by members of Congress over the last 6 months:

    • REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 04/14.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $FICO Price Targets

    Multiple analysts have issued price targets for $FICO recently. We have seen 7 analysts offer price targets for $FICO in the last 6 months, with a median target of $1400.0.

    Here are some recent targets:

    • Kevin Mcveigh from UBS set a target price of $1270.0 on 07/02/2026
    • Kyle Peterson from Needham set a target price of $1650.0 on 06/09/2026
    • Curtis Nagle from B of A Securities set a target price of $1400.0 on 05/19/2026
    • Surinder Thind from Jefferies set a target price of $1700.0 on 05/04/2026
    • Jason Haas from Wells Fargo set a target price of $1400.0 on 04/30/2026
    • Alexander Hess from JP Morgan set a target price of $1225.0 on 04/30/2026
    • Sean Kennedy from Mizuho set a target price of $1416.0 on 04/16/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.