Fair Isaac Corporation

NYSE:FICO Rapport sur les actions

Capitalisation boursière : US$24.7b

Fair Isaac Dividendes et rachats

Dividende contrôle des critères 0/6

Fair Isaac ne verse actuellement pas de dividende.

Informations clés

0%

Rendement du dividende

7.6%

Rendement des rachats

Rendement total pour l'actionnaire7.6%
Rendement futur des dividendes0%
Croissance des dividendesn/a
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distribution0%

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Mise à jour de l'analyse May 01

FICO: Cheaper Rival Credit Scores Will Pressure Future Mortgage Pricing Power

Analysts have reduced Fair Isaac's average price target by roughly $230 to about $890, reflecting updated assumptions for slightly lower revenue growth, slimmer profit margins and a more conservative future P/E multiple, despite mixed recent price target moves across the Street. Analyst Commentary Recent Street research on Fair Isaac has tilted more cautious, with a series of price target cuts clustering over a relatively short period.
Article d'analyse May 01

Results: Fair Isaac Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

A week ago, Fair Isaac Corporation ( NYSE:FICO ) came out with a strong set of second-quarter numbers that could...
Seeking Alpha Apr 23

VantageScore 4.0 And AI Fundamentally Threaten Fair Isaac

Summary Fair Isaac faces existential threats from VantageScore 4.0 and AI, undermining its historic moat and pricing power. VantageScore 4.0, backed by major credit bureaus, offers dramatically lower pricing and could displace FICO in the mortgage ecosystem. AI-driven reductions in switching costs threaten both FICO’s scoring and software businesses, eroding barriers to competitor adoption. I assign a Sell rating: valuation is unsustainable given margin compression, slowing EPS growth, and risky debt-funded buybacks. Read the full article on Seeking Alpha
Mise à jour de l'analyse Apr 15

FICO: Competitive Mortgage Pricing Shifts Are Expected To Create Future Upside Opportunity

Analysts have reduced their implied price target on Fair Isaac from about $1,971 to roughly $1,728. This reflects updated views on competitive pressure from lower priced VantageScore offerings, modest adjustments to long term profit expectations, and slightly lower assumed future P/E multiples.
Mise à jour de l'analyse Apr 01

FICO: Mortgage License Push Will Face Cheaper Score Rivals And Buyback Support

Analysts have reduced Fair Isaac's implied value from about $1,490 to roughly $1,120 per share. This reflects lower Street price targets in response to new competitive pressure from low-priced VantageScore offerings and recent research caution on FICO's mortgage and pricing outlook.
Nouvelle analyse Mar 19

Fair Isaac Corporation (FICO): A Tale of Two Segments Amid a Market Correction

Fair Isaac Corporation (FICO) has long been the "gold standard" of the credit world, but the narrative on March 19, 2026, is one of intense volatility. The stock closed the session at $1,114.27 USD , enduring a sharp 7.43% decline in a single day.
Mise à jour de l'analyse Mar 18

FICO: Capital Returns Will Offset Mortgage Pricing Pressure Over Time

Analyst price targets for Fair Isaac have been revised lower, with several firms cutting targets in a range from about $2,500 to $1,350 as they weigh potential competitive pressure from lower priced VantageScore offerings, differing views on regulatory risk, and the impact of the company's recent $1b debt raise on shareholder returns. Analyst Commentary Recent research on Fair Isaac highlights a split tape of opinion, with some firms cutting price targets while others point to potential upside drivers around capital returns, competitive positioning, and long term growth in information and business services.
Mise à jour de l'analyse Mar 04

FICO: Regulatory Overhang Is Expected To Create Future Upside Opportunity

Our updated analyst price target for Fair Isaac shifts to $1,971 from $2,023, reflecting refreshed views on revenue growth, profitability, and future P/E assumptions that have been influenced by recent Street research taking a generally constructive stance on the broader information and business services group. Analyst Commentary Recent Street research on Fair Isaac clusters around valuation reset, regulatory watchpoints, and how the company can execute against growth expectations implied by current multiples.
Mise à jour de l'analyse Feb 17

FICO: Mortgage Competition Will Reinforce Core Credit Scoring Franchise

Analysts have modestly fine tuned their Fair Isaac price targets, incorporating updated assumptions around revenue growth, profit margins and future P/E multiples into a refreshed model that reflects recent Street research on the name. Analyst Commentary Bullish analysts are highlighting Fair Isaac as a key name within the broader Information and Business Services group, with fresh coverage and revised targets reflecting confidence in the company’s ability to execute on its business model.
Mise à jour de l'analyse Feb 03

FICO: Mortgage Scoring Review Will Reinforce Core Franchise Strength

Analysts kept their Fair Isaac fair value estimate steady at $2,500.00, but modest tweaks to revenue growth, profit margin, discount rate and future P/E inputs reflect mixed recent research. Some firms raised price targets on optimism around FICO 10T and long term adoption, while others trimmed targets following a softer software quarter and more cautious management guidance.
Mise à jour de l'analyse Jan 20

FICO: Core Credit Franchise Will Withstand New Mortgage Scoring Competition

Analysts have adjusted the Fair Isaac price target to about US$2,500, reflecting updated assumptions for faster revenue growth, stronger profit margins, a higher discount rate, and a lower future P/E multiple, supported by recent research that highlights both the potential benefit of FICO 10T and mixed reactions to the company’s fiscal 2026 outlook. Analyst Commentary Recent Street research on Fair Isaac highlights a mix of optimism on the core franchise and caution around the fiscal 2026 outlook.
Mise à jour de l'analyse Jan 06

FICO: Mortgage Credit Score Changes Will Support Future Share Gains

Analysts have trimmed their fair value estimate for Fair Isaac by about US$8.60 to reflect slightly lower revenue growth assumptions and a modestly higher discount rate, while still highlighting FICO 10T and ongoing credit score adoption as key supports for the updated price targets. Analyst Commentary Recent Street research on Fair Isaac presents a mixed picture, with several firms highlighting growth drivers tied to FICO 10T and long term revenue potential, while others flag valuation and regulatory risks that could limit upside from current levels.
Mise à jour de l'analyse Dec 15

FICO: Rising Mortgage License Ambitions Will Likely Struggle Against Intensifying Score Competition

Analysts have nudged our Fair Isaac fair value estimate higher from $1,364 to about $1,490. This reflects slightly faster expected revenue growth, modestly lower future valuation multiples, and the view that initiatives like FICO 10T and the mortgage direct license program will reinforce the company’s dominant, high margin scoring franchise despite near term guidance uncertainty.
Mise à jour de l'analyse Nov 30

FICO: Upcoming Mortgage Program Will Strengthen Share Amid Credit Score Shakeup

Analysts have modestly raised their fair value estimate for Fair Isaac to $2,031.78, citing recent updates in price targets and improved outlooks based on stronger revenue growth, profit margin expansion, and continued positive sentiment around the company's new products and fiscal performance. Analyst Commentary Analysts have recently weighed in on Fair Isaac's outlook, highlighting both promising growth factors and areas warranting caution.
Mise à jour de l'analyse Nov 16

FICO: Recent License Program Will Drive Incremental Revenue Growth Opportunities

Fair Isaac's analyst price target has seen a modest decrease, as updated guidance and a slightly lower projected profit margin have led analysts to trim fair value estimates by less than $1 to $2,016. This adjustment is due to more conservative forecasts and ongoing uncertainty in the mortgage sector.
Mise à jour de l'analyse Oct 31

FICO: New Mortgage Direct License Program Will Drive Market Leadership

Analysts have raised their price target for Fair Isaac to $2,400 from $2,000. They cited stronger-than-expected revenue growth and optimism about the company’s new mortgage direct license program.
Mise à jour de l'analyse Oct 17

Global Cloud Migration And International Partnerships Will Transform Financial Services

Analysts have increased their fair value estimate for Fair Isaac from $1,913 to $2,017, citing stronger revenue growth and improved profit outlook following recent updates to the company’s business model. Analyst Commentary Recent research coverage of Fair Isaac has produced a mix of bullish and bearish views, as analysts assess the impact of the company's updated business model and Mortgage Direct License Program on its growth trajectory and competitive positioning.
Mise à jour de l'analyse Oct 03

Global Cloud Migration And International Partnerships Will Transform Financial Services

Fair Isaac's analyst price target has risen from $1,874.70 to $1,913.47. This change reflects improved views on its mortgage licensing business, sustained market leadership, and incremental increases to revenue growth and profit margin expectations, according to analysts.
Mise à jour de l'analyse Sep 02

Global Cloud Migration And International Partnerships Will Transform Financial Services

The consensus price target for Fair Isaac decreased to $1,872 as analysts weighed increased regulatory uncertainty and competitive threats from the FHFA’s move to include VantageScore 4.0, though resilient EPS estimates and a robust business model remain supportive of fair value. Analyst Commentary Bearish analysts lowered price targets due to the Federal Housing Finance Agency's decision to allow Fannie Mae and Freddie Mac to use VantageScore 4.0, raising concerns about increased competition and potential erosion of FICO's monopoly.
Article d'analyse Aug 02

Fair Isaac Corporation's (NYSE:FICO) Share Price Is Still Matching Investor Opinion Despite 25% Slump

To the annoyance of some shareholders, Fair Isaac Corporation ( NYSE:FICO ) shares are down a considerable 25% in the...
Article d'analyse Aug 01

Fair Isaac Corporation Just Beat EPS By 14%: Here's What Analysts Think Will Happen Next

Fair Isaac Corporation ( NYSE:FICO ) just released its third-quarter report and things are looking bullish. It was...
Article d'analyse May 21

Fair Isaac's Pricing Woes: A New Investment Thesis Awaits

FICO shares dropped 8.11% following concerns over credit scorer's pricing by a federal housing official, snapping a winning streak. Despite analyst consensus optimism, FICO's significant price decline prompts a reassessment of its established investment narrative.
Seeking Alpha Apr 21

Fair Isaac Corporation: Shares Deserve To Fall Like My Credit Score Does

Summary Fair Isaac Corporation is a high-quality, global analytics firm with impressive revenue and profit growth, but its stock is currently overvalued. Despite strong financials and minimal debt, FICO's shares are expensive relative to similar companies and their historical valuations. Management's ongoing stock buybacks are suboptimal at current high valuations; capital should be allocated toward growth opportunities instead. Analysts expect continued revenue and profit growth, but I recommend a 'sell' rating due to the stock's lofty valuation. Read the full article on Seeking Alpha
Seeking Alpha Feb 18

Fair Isaac: Score Prices Shall Keep Rising

Summary Fair Isaac keeps executing its price increase strategy and still has room for further increases in the scores segment. Volume growth in mortgage originations (110% YoY), on top of the increase in prices, should boost its free cash flow in FY2025. The growth rate has decreased in the software segment, but management expects it to accelerate in the coming quarters. A change in regulation is unlikely over the next years. Read the full article on Seeking Alpha
Seeking Alpha Feb 06

Fair Isaac: Valuation Has Come Down, But It Is Still Expensive

Summary I reiterate my hold rating for Fair Isaac due to its high valuation multiple and potential for further derating if growth slows in 2Q25. FICO’s Scores segment shows strong growth with a 110% y/y increase in mortgage scores revenue, driven by significant pricing power and volume demand. Despite concerns in the software segment, FICO’s strong free cash flow and underpenetrated TAM offer long-term growth potential. Valuation remains the biggest issue, with FICO trading at >50x forward earnings, leaving no margin for error if growth decelerates. Read the full article on Seeking Alpha

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Données insuffisantes pour déterminer si les dividendes par action de FICO ont été stables dans le passé.

Dividende croissant: Données insuffisantes pour déterminer si les paiements de dividendes de FICO ont augmenté.


Rendement des dividendes par rapport au marché

Fair Isaac Rendement des dividendes par rapport au marché
Comment le rendement du dividende de FICO se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (FICO)0%
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (Software)0.9%
Analyste prévisionnel (FICO) (jusqu'à 3 ans)0%

Dividende notable: Impossible d'évaluer le rendement des dividendes de FICO par rapport aux 25 % les moins bien payés par les actionnaires, car la société n'a signalé aucun versement récent.

Dividende élevé: Impossible d'évaluer le rendement des dividendes de FICO par rapport aux 25 % des principaux payeurs de dividendes, car la société n'a signalé aucun versement récent.


Bénéfice distribué aux actionnaires

Couverture des revenus: FICO ne verse pas de dividende notable pour le marché US.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Impossible de calculer la durabilité des dividendes car FICO n'a signalé aucun versement.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/07 22:09
Cours de l'action en fin de journée2026/05/07 00:00
Les revenus2026/03/31
Revenus annuels2025/09/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Fair Isaac Corporation est couverte par 34 analystes. 20 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Jeffrey MeulerBaird
Manav PatnaikBarclays
Jeffrey SilberBMO Capital Markets Equity Research