Fair Isaac 경영진
경영진 기준 점검 3/4
Fair Isaac CEO는 Will Lansing, Jan2012 에 임명되었습니다 의 임기는 14.58 년입니다. 총 연간 보상은 $36.05M, 2.1% 급여 및 97.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $394.69M 가치에 해당하는 회사 주식의 1.77% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6 년과 11.2 년입니다.
핵심 정보
Will Lansing
최고경영자
US$36.0m
총 보수
| CEO 급여 비율 | 2.08% |
| CEO 재임 기간 | 14.6yrs |
| CEO 지분 보유율 | 1.8% |
| 경영진 평균 재임 기간 | 6yrs |
| 이사회 평균 재임 기간 | 11.2yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Jul 30
FICO: Mortgage Score Headwinds Will Ultimately Support Future Upside Potential
Analysts have trimmed the Fair Isaac price target by about $40 to roughly $1,512, as they factor in softer mortgage score trends, pending Direct Licensing Program approvals, and a lower assumed future P/E multiple. Analyst Commentary Recent Street research on Fair Isaac highlights a split view on the stock, with some bullish analysts focusing on execution in software and earnings delivery, while more cautious analysts focus on mortgage credit trends, valuation, and regulatory timing for key programs.
내러티브 업데이트 • Jul 14
FICO: Regulatory And Mortgage Score Pressures Will Undercut Future Pricing Power
Analysts have nudged their Fair Isaac valuation higher, with the updated price target implying fair value moving from about $874 to roughly $897, reflecting recent Street research that cited stronger expected software revenue and adjusted earnings. Analyst Commentary Recent Street research on Fair Isaac shows a mix of optimism and caution, with some firms lifting price targets and earnings assumptions while others trim their valuation marks following earnings updates.Seeking Alpha • Jun 25
Fair Isaac: Strong Earnings Growth Makes The Valuation Attractive Again
Summary Fair Isaac Corporation delivered outstanding Q2 2026 results, with revenue up 39% and Scores revenue surging 60%, driven by mortgage market strength. FICO’s core Scores business boasts a 91% operating margin and strong pricing power, while the FICO Platform adds a high-growth, AI-driven software layer. Despite regulatory risks and competition from VantageScore, FICO’s moat, buybacks, and forward EPS growth justify a Strong Buy rating at current valuation. At $1,100 per share, FICO trades at 25x FY2026 EPS, but only 20x 2027 and 17x 2028 if earnings targets are met, making the stock attractive. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 22
FICO: Capital Returns And Margin Strength Will Support Premium Multiples
Fair Isaac's updated analyst price target has been revised lower to about $2,172 from $2,500. This reflects a mix of reduced revenue growth assumptions, a slightly higher discount rate, and a lower future P/E multiple, partly offset by analyst expectations for higher profit margins and a series of recent Street price target changes across major firms.분석 기사 • Jun 17
Fair Isaac (FICO) Stock Could Be 23.6% Undervalued Despite This Year’s 27.8% Slide
Fair Isaac (FICO) stock has drawn fresh attention after recent trading left it with a year-to-date decline of 27.8%, in contrast with a gain of 7.98% over the past month. See our latest analysis for Fair Isaac. At a share price of $1,186.24, Fair Isaac stock is coming off a year-to-date share price decline of 27.8%, while its 1 year total shareholder return is down 33.2%. However, the 3 year and 5 year total shareholder returns of 49.1% and 134.4% indicate that long term holders have still...내러티브 업데이트 • Jun 05
FICO: Cut-Rate Mortgage Scores Will Erode Future Pricing Power
Analysts have trimmed their price targets on Fair Isaac by around $100 to $350 per share in recent weeks, and the updated model reflects this shift with a slightly lower fair value estimate of $874.47 as higher discount rate assumptions offset modestly stronger revenue growth and profit margin inputs. Analyst Commentary Recent Street research on Fair Isaac has tilted more cautious, with several firms cutting price targets across the business and information services peer group after earnings updates and sector news.내러티브 업데이트 • May 22
FICO: Mortgage Pricing Pressure Will Ultimately Support Future Upside Potential
Analysts have trimmed Fair Isaac's implied fair value from about $1,728 to roughly $1,553. This reflects a cluster of reduced Street price targets as they factor in slightly lower revenue growth assumptions, a modestly higher discount rate and a lower future P/E multiple, partly offset by a small uplift in projected profit margins.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$815m |
| Mar 31 2026 | n/a | n/a | US$760m |
| Dec 31 2025 | n/a | n/a | US$658m |
| Sep 30 2025 | US$36m | US$750k | US$652m |
| Jun 30 2025 | n/a | n/a | US$633m |
| Mar 31 2025 | n/a | n/a | US$577m |
| Dec 31 2024 | n/a | n/a | US$544m |
| Sep 30 2024 | US$36m | US$750k | US$513m |
| Jun 30 2024 | n/a | n/a | US$479m |
| Mar 31 2024 | n/a | n/a | US$481m |
| Dec 31 2023 | n/a | n/a | US$453m |
| Sep 30 2023 | US$66m | US$750k | US$429m |
| Jun 30 2023 | n/a | n/a | US$419m |
| Mar 31 2023 | n/a | n/a | US$383m |
| Dec 31 2022 | n/a | n/a | US$386m |
| Sep 30 2022 | US$19m | US$750k | US$374m |
| Jun 30 2022 | n/a | n/a | US$369m |
| Mar 31 2022 | n/a | n/a | US$426m |
| Dec 31 2021 | n/a | n/a | US$391m |
| Sep 30 2021 | US$19m | US$750k | US$392m |
| Jun 30 2021 | n/a | n/a | US$365m |
| Mar 31 2021 | n/a | n/a | US$278m |
| Dec 31 2020 | n/a | n/a | US$268m |
| Sep 30 2020 | US$14m | US$750k | US$236m |
| Jun 30 2020 | n/a | n/a | US$232m |
| Mar 31 2020 | n/a | n/a | US$232m |
| Dec 31 2019 | n/a | n/a | US$207m |
| Sep 30 2019 | US$11m | US$750k | US$192m |
보상 대 시장: Will의 총 보수(USD36.05M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.56M)보다 높습니다.
보상과 수익: Will의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Will Lansing (68 yo)
14.6yrs
재임 기간
US$36,045,267
보수
Mr. William J. Lansing, also known as Will, J.D., has been the Chief Executive Officer of Fair Isaac Corporation since January 27, 2012 and serves as its President. Mr. Lansing serves as an Advisor at i-Ha...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 14.6yrs | US$36.05m | 1.77% $ 394.7m | |
| Executive VP & CFO | 3.6yrs | US$6.96m | 0.014% $ 3.0m | |
| Executive VP | 19.2yrs | US$7.14m | 0.52% $ 115.7m | |
| Executive VP & Chief Human Resources Officer | 25.6yrs | US$6.96m | 0.26% $ 58.2m | |
| President of Software | 2.1yrs | US$7.73m | 0.085% $ 19.0m | |
| VP & Chief Accounting Officer | 14.8yrs | 데이터 없음 | 0.029% $ 6.5m | |
| VP & CTO | 4.5yrs | 데이터 없음 | 데이터 없음 | |
| Vice President of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Managing Director of China Operations | 14.6yrs | 데이터 없음 | 데이터 없음 | |
| Executive Vice President of Corporate Strategy | 6yrs | 데이터 없음 | 0.056% $ 12.5m | |
| Chief Information Security Officer | 5.3yrs | 데이터 없음 | 데이터 없음 | |
| Treasurer | less than a year | 데이터 없음 | 데이터 없음 |
6.0yrs
평균 재임 기간
60yo
평균 나이
경험이 풍부한 관리: FICO의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 20.5yrs | US$36.05m | 1.77% $ 394.7m | |
| Independent Director | 11.5yrs | US$416.91k | 0.052% $ 11.6m | |
| Independent Director | 10.8yrs | US$362.57k | 0.0015% $ 329.8k | |
| Independent Chairman of the Board | 13.5yrs | US$520.29k | 0.050% $ 11.2m | |
| Independent Director | 3yrs | US$362.57k | 0.0012% $ 267.4k | |
| Independent Director | 6.4yrs | US$363.44k | 0.0096% $ 2.1m | |
| Independent Director | 8.3yrs | US$363.44k | 0.0023% $ 514.8k | |
| Independent Director | 14.8yrs | US$419.41k | 0.023% $ 5.2m |
11.2yrs
평균 재임 기간
63yo
평균 나이
경험이 풍부한 이사회: FICO의 이사회는 노련하고 경험이 풍부합니다(평균 재임 11.2 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/07 04:31 |
| 종가 | 2026/08/07 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/09/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Fair Isaac Corporation는 34명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jeffrey Meuler | Baird |
| Manav Patnaik | Barclays |
| Jeffrey Silber | BMO Capital Markets Equity Research |