Why Is Equifax (EFX) Up 12.7% Since Last Earnings Report?
Equifax (EFX) shares have risen 12.7% since its last earnings report, outperforming the S&P 500, following a strong Q2 2026 performance where it beat earnings and revenue estimates. The company saw significant growth in its USIS and Workforce Solutions segments, particularly driven by mortgage demand and verification services, and raised its AI-driven savings target while acquiring Circulo de Credito in Mexico. Despite downward trending estimates, Equifax maintains a Zacks Rank #3 (Hold) and expects in-line returns.
56,713 Shares in Fair Isaac Corporation $FICO Bought by Mitsubishi UFJ Asset Management Co. Ltd.
Mitsubishi UFJ Asset Management Co. Ltd. has acquired 56,713 shares of Fair Isaac Corporation (FICO) for approximately $67.8 million, representing a 0.26% stake in the company. Institutional investors collectively own 85.75% of FICO, which has a "Moderate Buy" consensus rating from analysts with an average price target of $1,553.69. The purchase follows strong Q2 earnings from Fair Isaac, where adjusted EPS beat estimates and revenue grew 25.7% year-over-year.
Deutsche Bank AG Buys New Position in Fair Isaac Corporation $FICO
Deutsche Bank AG has acquired a new stake in Fair Isaac Corporation (FICO) during the second quarter, purchasing 94,907 shares valued at approximately $113.39 million. This makes Deutsche Bank AG one of several institutional investors to have recently adjusted their positions in FICO. Despite some analysts lowering price targets, the stock maintains a "Moderate Buy" rating with an average target price of $1,553.69, and recent earnings show the company beating consensus estimates.
First National Bank of Omaha Purchases New Holdings in Fair Isaac Corporation $FICO
First National Bank of Omaha has acquired a new position in Fair Isaac Corporation (FICO), purchasing 1,045 shares valued at approximately $1,249,000 during the second quarter. This move is part of broader institutional interest in FICO, with several other investment firms also adjusting their stakes in the company. Fair Isaac recently reported strong quarterly earnings, surpassing analyst expectations, and has received varied price targets and ratings from equities analysts.
BlackRock Inc. Invests $2.49 Billion in Fair Isaac Corporation $FICO
BlackRock Inc. has acquired a significant new stake in Fair Isaac Corporation (NYSE:FICO), purchasing over 2 million shares valued at approximately $2.49 billion, making it roughly a 9.65% owner. This investment comes as other institutional investors have also adjusted their positions in FICO, and follows recent insider trading where a director sold a substantial amount of shares. Fair Isaac recently reported strong earnings, exceeding analyst expectations, and has received various analyst ratings with an average price target of $1,553.69.
Fair Isaac Jumps 7.5% Amid Sector-Wide Rally
Fair Isaac Corporation experienced a significant 7.5% surge in its stock price, closing at $1159.16, driven by a broad sector-wide rally in software and technology stocks. This increase was attributed to bullish sentiment across the industry, with no specific company news acting as a direct catalyst. The company's strong market capitalization and its dominant position in credit scoring software continue to attract investor interest.
Fair Isaac Jumps 7.5% Amid Sector-Wide Rally
Fair Isaac (FICO) surged 7.5% on Wednesday as a broad sector-wide rally lifted software and technology stocks. The jump, which occurred without company-specific news, was accompanied by similar gains in peers like MicroStrategy, Caracal, Workday, and Roper Technologies, suggesting a coordinated investor rotation into the sector. Investors should watch if this sector momentum continues, as the move was driven primarily by broader market optimism rather than individual company catalysts.
Fair Isaac Corp. stock outperforms competitors on strong trading day
Shares of Fair Isaac Corp. (FICO) rose 7.74% to $1,161.59 on Wednesday, outperforming the broader market as the S&P 500 Index and Dow Jones Industrial Average also saw gains. This marks the second consecutive day of increases for the stock.
FAIR ISAAC CORPORATION (FICO) Stock, Price, News, Quotes, Forecast and Insights
This article provides an overview of FAIR ISAAC CORPORATION (FICO) stock performance, including its current price, daily and 52-week ranges, market capitalization, and key financial metrics like EPS and P/E ratio. As of August 19, 10:46 AM EDT, FICO's stock was trading at $1,163.37, up 7.91% for the day. The article also lists related stocks and market indices, and includes options for deeper analysis of the company.
Capital International Investors Buys Fair Isaac Corp (FICO) -- S
Capital International Investors increased its stake in Fair Isaac Corp (FICO), adding 548,572 shares at $1,194.78 per share. This move, made while FICO's stock was experiencing a pullback, suggests the firm views it as an undervalued opportunity. Fair Isaac, known for its FICO credit scores, is assessed as "Significantly Undervalued" by GuruFocus, despite recent price weakness, and demonstrates strong financial fundamentals.
TimesSquare Capital Management LLC Takes Position in Fair Isaac Corporation $FICO
TimesSquare Capital Management LLC recently acquired 20,054 shares of Fair Isaac Corporation (FICO) valued at approximately $23.96 million, representing a 0.09% stake in the company. Institutional investors collectively hold 85.75% of FICO. Despite several recent price target reductions, analysts generally maintain a "Moderate Buy" consensus rating with an average price target of $1,553.69, following FICO's recent quarterly results that exceeded earnings expectations.
13,791 Shares in Fair Isaac Corporation $FICO Purchased by UNIVEST FINANCIAL Corp
UNIVEST FINANCIAL Corp has acquired 13,791 shares of Fair Isaac Corporation (FICO), totaling approximately $16.5 million, making FICO its 27th-largest holding. Analysts generally rate Fair Isaac as a "Moderate Buy" with an average price target of $1,553.69. The company recently exceeded earnings expectations with an EPS of $12.18 and a 25.7% year-over-year revenue increase.
Fair Isaac Corp. stock underperforms Tuesday when compared to competitors despite daily gains
Fair Isaac Corp. (FICO) stock advanced 1.29% on Tuesday, closing at $1,078.12, breaking a two-day losing streak. Despite this gain, the stock underperformed compared to its competitors, as both the S&P 500 and Dow Jones Industrial Average experienced declines on the same trading day.
Automatic Data Processing (ADP) Receives a Hold from UBS
UBS analyst Kevin Mcveigh maintained a Hold rating on Automatic Data Processing (ADP) with a $280.00 price target. This comes after ADP reported quarterly revenue of $5.47 billion and a net profit of $978.6 million for the quarter ending June 30. Other analysts have also issued ratings, with Stifel Nicolaus maintaining a Hold and Cantor Fitzgerald maintaining a Buy.
Fair Isaac Corp. stock outperforms competitors despite losses on the day
Fair Isaac Corp. (FICO) stock declined by 1.97% on Monday, closing at $1,064.41. This occurred during a generally poor trading session where the S&P 500 Index fell 0.52% and the Dow Jones Industrial Average dropped 0.51%. Despite its own losses, the article title indicates FICO's performance still outpaced competitors.
Is Fair Isaac (FICO) Undervalued On New Mortgage And Fraud Platform Deals?
Fair Isaac (FICO) has seen renewed attention due to new partnerships expanding its credit scoring and fraud decisioning capabilities for lenders. Despite a recent stock price fall, the company is considered 28.2% undervalued, with a fair value pegged at $1,512.25. The transition to SaaS and cloud-based delivery, coupled with AI-driven solutions, is expected to boost recurring revenues and margins.
5 Insightful Analyst Questions From Essent Group’s Q2 Earnings Call
Essent Group's Q2 earnings call highlighted strong performance driven by a stable credit environment and high persistency in its mortgage insurance portfolio. The CEO emphasized the "Buy, Manage & Distribute" model and growth in book value per share. Analysts focused on premium yield stability, competitive trends, potential credit risk from VantageScore, and the company's approach to AI adoption.
Empowered Funds LLC Grows Holdings in Fair Isaac Corporation $FICO
Empowered Funds LLC significantly increased its stake in Fair Isaac Corporation (FICO) by 144.5% in the first quarter, holding 6,380 shares valued at approximately $6.81 million. Despite a recent dip in stock price and some analysts reducing price targets, the company maintains a "Moderate Buy" consensus rating with a $1,571.29 target price. FICO reported strong quarterly earnings, surpassing EPS estimates, though revenue slightly missed expectations.
FICO Is Down 34% Since January. Its $2 Billion Buyback Suggests Management Thinks Shares Got Too Cheap
Fair Isaac (FICO) stock has declined 34% since January, primarily due to a 17% single-day drop on July 30th after its fiscal Q3 revenue narrowly missed expectations and FY26 guidance, though raised, still fell below Street estimates. Despite the share price slump, FICO's management aggressively repurchased 1.7 million shares for $1.96 billion in the same quarter, suggesting they believe the stock is undervalued. Analysts maintain a generally bullish outlook, with a mean target of $1,473, implying a 36% upside from the current price, and TIKR’s model suggests an even higher valuation of $1,930, anticipating a recovery in the mortgage market.
Handelsbanken Fonder AB Sells 1,034 Shares of Fair Isaac Corporation $FICO
Handelsbanken Fonder AB reduced its stake in Fair Isaac Corporation ($FICO) by 12.9% in the second quarter, selling 1,034 shares and retaining 6,989 shares valued at $8.35 million. Despite this sale, institutional investors collectively own 85.75% of FICO. Analysts maintain a "Moderate Buy" rating for FICO with a consensus price target of $1,571.29, following the company's recent earnings beat.
FICO Adds Informative Research to Mortgage Program | FICO Stock News
FICO announced that Informative Research has joined its FICO Mortgage Direct License Program. This partnership expands the program's network, which now covers 73.1% of total mortgage reseller volume, aiming to lower costs and improve access to FICO Scores for lenders. The collaboration is expected to enhance flexibility and access to data-driven credit solutions for the lending community.
Fair Isaac Corp. stock outperforms competitors on strong trading day
Fair Isaac Corp. (FICO) stock advanced 6.37% to $1,110.70, outperforming the broader market during a strong trading session where the S&P 500 and Dow Jones Industrial Average also saw gains. This marked the second consecutive day of increases for FICO shares.
Fair Isaac (FICO): Capital Research Global Investors reports 5.6% ownership stake
Capital Research Global Investors has reported a 5.6% ownership stake in Fair Isaac Corp. (FICO), holding 1,296,893 shares of common stock. The investment firm has sole voting power over 1,291,929 shares and sole dispositive power over all 1,296,893 shares. This information was disclosed in a Schedule 13G filing with the SEC.
TRU Stock Climbs 15.3% in 3 Months: Can the Rally Continue From Here?
TransUnion (TRU) stock has risen 15.3% in the past three months, driven by strong Q2 2026 results including increased revenues and adjusted EBITDA, and a raised outlook for the year. However, the company faces challenges such as a debt-heavy balance sheet, a decline in its adjusted EBITDA margin, and competitive pressures, which could impact the rally's sustainability. Analysts maintain a "Hold" rating on TRU, suggesting a cautious outlook despite recent gains.
Informative Research Joins FICO Mortgage Direct License Program
Informative Research has joined the FICO Mortgage Direct License Program, a strategic partnership aimed at lowering costs and improving access to FICO® Scores for mortgage lenders. This collaboration expands the program's network, offering lenders more choice, transparency, and pricing flexibility in accessing crucial credit risk insights. Informative Research's participation is expected to enhance the lender and borrower experience by providing flexible access to data, technology, and decisioning solutions.
HFS Places Genpact in Top Tier for AI-Led Anti-Money Laundering
Genpact (NYSE: G) has been recognized by HFS Research as a Leader in its 2026 HFS Horizons: Financial Crime Compliance in Financial Services report, placing it in the highest tier, Horizon 3. The recognition highlights Genpact's AI-led automation, deep anti-money laundering (AML) expertise, and platform-led FCC architecture, including solutions like riskCanvas and Banking Analyst Suite. HFS praised Genpact's process-first approach and technology-led workflows for modernizing AML operations and enabling financial institutions to focus on real threats rather than manual processes.
Capital International Investors (FICO) discloses 5.4% Fair Isaac Corp. stake
Capital International Investors, a division of Capital Research and Management Company and affiliates, has disclosed a 5.4% beneficial ownership stake in Fair Isaac Corp. (FICO), totaling 1,257,692 shares. This Schedule 13G filing indicates that the investment firm holds sole voting power over 1,252,652 shares and sole dispositive power over all 1,257,692 shares, asserting that the acquisition was for investment purposes in the ordinary course of business. The disclosure provides key financial metrics and legal terms related to the filing, offering transparency on the ownership landscape of FICO.
Fair Isaac Corp. stock underperforms Tuesday when compared to competitors
Shares of Fair Isaac Corp. (FICO) fell 1.10% on Tuesday, closing at $1,038.23. This underperformance occurred during a generally negative trading session for the broader market, with both the S&P 500 Index and Dow Jones Industrial Average also declining. The stock's dip ended a two-day winning streak for FICO.
Should Fair Isaac’s Buybacks And Higher Guidance Amid Scoring Competition Require Action From FICO Investors?
Fair Isaac Corporation reported strong Q3 2026 results with US$674.19 million in revenue and US$237.17 million net income, along with increased full-year guidance and over US$2.69 billion in share repurchases. Despite this positive financial performance, concerns persist among investors regarding competitive pressures in credit scoring, as lenders increasingly explore alternatives to FICO's traditional scores. The article suggests that while the higher guidance supports near-term earnings, the evolving competitive landscape remains a significant risk that investors should carefully consider.
Should Fair Isaac’s Buybacks And Higher Guidance Amid Scoring Competition Require Action From FICO Investors?
Fair Isaac Corporation reported strong third-quarter results with higher full-year guidance and significant share buybacks, yet faces competitive pressures in credit scoring. While earnings are robust, concerns persist about the long-term impact of alternative scoring methods and potential market share erosion, leading to a tension between positive financial outlook and competitive risks. Investors need to weigh these factors, including a projected 44% upside to fair value, against the evolving competitive landscape.
Alogram Joins FICO Marketplace to Deepen Explainable Fraud Intelligence
Alogram Inc. has announced that its suite of fraud intelligence offerings is now available on FICO® Marketplace, providing enterprises with explainable, audit-ready evidence to combat emerging fraud. These specialized AI offerings, including Account Forensics and Behavioral Intelligence, help organizations understand suspicious digital activity and leverage cutting-edge technology to drive better outcomes. The collaboration allows FICO Platform customers to access Alogram's composable fraud intelligence, enhancing decisioning strategies with real-time, evidence-backed context for improved risk analysis.
Analysts Conflicted on These Technology Names: I3 Verticals (IIIV), Marqeta (MQ) and Fair Isaac (FICO)
The article summarizes recent analyst ratings for three technology companies: I3 Verticals (IIIV), Marqeta (MQ), and Fair Isaac (FICO). KeyBanc maintained a Buy rating for I3 Verticals, with a strong buy consensus and a significant upside potential. Marqeta received a Hold rating from KeyBanc, with a general consensus of Hold and a modest upside. Fair Isaac was given a Buy rating by Barclays, also with a Moderate Buy consensus and substantial
Equifax, Inc. (NYSE:EFX) Given Average Recommendation of "Moderate Buy" by Analysts
Equifax (NYSE:EFX) has received a "Moderate Buy" consensus recommendation from analysts, with an average 12-month price target of $215.79 despite some recent target reductions. The company surpassed Q2 earnings expectations with adjusted EPS of $2.25 and revenue of $1.70 billion, showing a 10.6% year-over-year revenue increase. CEO Mark Begor recently sold 37,791 shares, while institutional investors hold a significant 96.2% stake in the company.
FICO Trades at Half Its High on a Threat With a Ceiling. Is That the Opportunity?
FICO's stock has fallen significantly from its peak due to concerns over competition from VantageScore in the mortgage lending sector, despite the company reporting strong quarterly results and raising full-year guidance. While analysts have downgraded the stock, FICO maintains that its newest model, Score 10T, is more predictive and that the competitive threat has a ceiling. The company is also growing its platform annual recurring revenue, which could offset potential losses in the mortgage business.
Q2 Rundown: Fair Isaac Corporation (NYSE:FICO) Vs Other Data & Business Process Services Stocks
Fair Isaac Corporation (NYSE:FICO) reported a slower Q2 with revenues of $674.2 million, up 25.7% year-on-year but missing analyst expectations by 1.5%. Despite having the fastest revenue growth among its peers, its stock dropped 24.8% post-earnings. In contrast, EXL (NASDAQ:EXLS) had a strong quarter, beating revenue expectations by 3.5%, leading to a 13.5% stock increase, while CoStar (NASDAQ:CSGP) showed weaker guidance updates.
Barclays cuts Fair Isaac stock price target on mortgage pricing outlook
Barclays has lowered its price target for Fair Isaac (NYSE:FICO) stock from $1,950 to $1,700, while maintaining an Overweight rating. The adjustment is primarily due to expectations that mortgage pricing will represent a significant portion of revenue in 2027, followed by a moderation, alongside anticipated share loss and sustained EPS growth around 15%. Despite these concerns and recent downward earnings revisions by analysts, InvestingPro suggests the stock is currently undervalued.
Price-Driven Insight from (FICO) for Rule-Based Strategy
This article provides a price-driven analysis for Fair Isaac Corporation (FICO), suggesting a short bias due to weak sentiment across all horizons. It outlines an exceptional 80.1:1 risk-reward short setup targeting a 23.2% downside with minimal risk. The analysis includes institutional trading strategies like Position Trading, Momentum Breakout, and Risk Hedging, alongside a multi-timeframe signal analysis indicating weak signals across near-term, mid-term, and long-term horizons.
Equifax, Inc. $EFX Shares Sold by First Trust Advisors LP
First Trust Advisors LP significantly reduced its stake in Equifax, Inc. (NYSE:EFX) by 54.6% in the first quarter, selling 9,815 shares and holding 8,166 shares valued at $1.47 million. Other institutional investors also adjusted their positions, with notable increases from AXA S.A. and a new substantial stake from Qube Research & Technologies Ltd. Analyst ratings for EFX are predominantly "Buy" or "Outperform," with a consensus "Moderate Buy" rating and an average target price of $215.79, despite recent price target cuts.
Fair Isaac Corporation (FICO) latest stock news and headlines
This article provides a compilation of recent news and headlines concerning Fair Isaac Corporation (FICO). It includes stock performance data, a list of various news articles from different sources over the past couple of weeks, and some financial metrics. The news covers FICO's financial results, new initiatives, analyst outlooks, and market performance.
Street Calls of the Week
This article provides a "Pro Recap" of Wall Street analyst calls for the past week, covering downgrades and upgrades for several companies. It details the reasoning behind changes in ratings for Fair Isaac Corp. (FICO), Best Buy (BBY), Vale SA ADR (VALE), Select Water Solutions Inc. (WTTR), and Regenxbio Inc. (RGNX), citing factors like market share erosion, consumer spending trends, commodity prices, and regulatory uncertainties.
Assenagon Asset Management S.A. Purchases 10,002 Shares of Fair Isaac Corporation $FICO
Assenagon Asset Management S.A. increased its stake in Fair Isaac Corporation (NYSE:FICO) by 38.1% in the second quarter, purchasing an additional 10,002 shares to own a total of 36,247 shares valued at $43.307 million. Other institutional investors also modified their holdings, while insiders have recently sold shares. Analysts currently rate FICO as a "Moderate Buy" with an average price target of $1,599.14.
Street Calls of the Week
This article summarizes analyst downgrades for several companies from the past week. Wolfe Research downgraded Fair Isaac Corp. (FICO) due to erosion of its market position, while Jefferies downgraded Best Buy (BBY) citing weakening consumer intent and structural challenges. BofA also downgraded Vale SA ADR (VALE) due to collapsing iron ore prices and high shipping costs, and Barclays downgraded Regenxbio (RGNX) due to regulatory uncertainty and competitive pressures in the gene therapy market.
Fair Isaac Corporation (FICO) Stock Forecasts
This article provides a stock forecast for Fair Isaac Corporation (FICO), detailing a lowered target price of $1,174.00 by Argus on August 5, 2026. FICO, founded in 1956, is recognized for its widely used FICO credit scores. The report encourages upgrading to premium for full access to research and insights.
Fair Isaac Corporation Stock 12‑Month Price Target Raised to $1500.72, Implies 45% Upside
Fair Isaac Corporation (FICO) has seen its average 12-month price target increase to $1500.72 from $1458.95, based on estimates from 18 analysts. This new target suggests a potential upside of approximately 45% from its August 6th closing price. The consensus rating for FICO remains "Buy" among 24 analysts, with 16 recommending Buy, 7 Hold, and 1 Sell.
Janus Henderson Group PLC Has $4.56 Million Position in Fair Isaac Corporation $FICO
Janus Henderson Group PLC significantly reduced its stake in Fair Isaac Corporation (NYSE:FICO) by 93.3% in the first quarter, selling nearly 60,000 shares but still retaining 4,275 shares valued at $4.56 million. Despite this large sale, other institutional investors have recently increased their positions in FICO. The company reported strong quarterly earnings, beating EPS estimates, and analysts maintain a "Moderate Buy" rating for the stock.
Fair Isaac Corporation (FICO) Stock forecasts
Argus has raised its target price for Fair Isaac Corporation (FICO) to $1,499.00, noting that the company is a leading applied analytics firm primarily known for its widely used FICO credit scores. FICO was founded in 1956 and currently has a price of $1037.64. The report was published on July 29, 2026.
Q2 Rundown: Fair Isaac Corporation (NYSE:FICO) Vs Other Data & Business Process Services Stocks
This article analyzes the Q2 performance of Fair Isaac Corporation (NYSE:FICO) and other data & business process services stocks, highlighting increasing reliance on data and the demand for outsourcing, alongside regulatory and cybersecurity challenges. Fair Isaac Corporation experienced revenue growth but missed analyst estimates, leading to a stock decline, while EXL and SS&C reported strong results with stock price increases. CoStar showed slower growth and weaker guidance.
Q2 Rundown: Fair Isaac Corporation (NYSE:FICO) Vs Other Data & Business Process Services Stocks
This article provides a Q2 earnings rundown for Fair Isaac Corporation (NYSE:FICO) and other companies in the data & business process services sector. It highlights FICO's revenue growth but underperformance against analyst estimates, contrasting it with EXL (NASDAQ:EXLS) which showed strong outperformance. The piece also discusses CoStar (NASDAQ:CSGP), SS&C (NASDAQ:SSNC), and Broadridge (NYSE:BR) earnings, noting broader market trends and challenges facing the data and business process services industry.
Dynatrace Inc (DT) News, Articles, Events & Latest Updates
Dynatrace (DT) has reported strong fiscal Q1 2027 earnings, beating estimates with significant ARR growth and new-logo wins, leading to a stock surge and raised adjusted EPS outlook. The company also announced the appointment of AI and technology leader Chandu Thota to its Board of Directors. Despite the positive financial results, CFO Jim Benson is set to resign.
Q2 Rundown: Fair Isaac Corporation (NYSE:FICO) Vs Other Data & Business Process Services Stocks
This article provides a Q2 rundown for Fair Isaac Corporation (NYSE:FICO) and other data & business process services stocks, highlighting their performance and market reactions. Fair Isaac Corporation experienced revenue growth but fell short of analyst expectations, leading to a stock decline. In contrast, EXL (NASDAQ:EXLS) exceeded expectations with strong revenue and guidance, while CoStar (NASDAQ:CSGP) had a slower quarter with weak guidance.
