FAIR ISAAC CORP
FICO · Services-Business Services, NEC · 23.2M shares · -4%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $282M (gross $406M, SBC $124M)
Reference price $1,227.63 · est. market cap ~$28.5B — last insider sale, 2026-02-25 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A89gen composite 88pct→89
Notable findings
- Negative equityNegative book equity (debt/equity -1.75)
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Weak liquidityCurrent ratio 0.83 (<1)
- Buying back stockNet buyback — share count -4%/yr over 4y
- Strong balance sheetStrong balance sheet — $189M cash & investments
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, CITADEL ADVISORS LLC, FMR LLC +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
82.2%
Operating margin
46.5%
Net margin
32.7%
Return on equity
-37.3%
Return on assets
34.9%
ROIC
55.8%
Revenue growth (QoQ)
38.7%
Net-income growth
27.1%
Debt / equity
-1.8×
Net debt / EBITDA
3.1×
Current ratio
0.8×
Free cash flow
$770M
EBITDA
$940M
Tangible book value
-$2.5B
Cash & investments
$189M
Stock comp / revenue
7.9%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| William Lansing | President and CEO | $36M FY2025 |
| Bowers Thomas A. | Executive Vice President | — |
| James Wehmann | Officer | $7M FY2025 |
| Leonard Michael S | CAO and Vice President | — |
| Mark Scadina | EVP, Gen. Counsel & Sec. | $7M FY2025 |
| Nikhil Behl | President, Software | $8M FY2025 |
| Richard Deal | Executive Vice President | $7M FY2025 |
| Steven Weber | Executive Vice President & CFO | $7M FY2025 |
| Braden R. Kelly | Director | $520K FY2025 |
| David A. Rey | Director | $419K FY2025 |
| Eva Manolis | Director | $363K FY2025 |
| Fabiola R. Arredondo | Director | $363K FY2025 |
| H. Tayloe Stansbury | Director | $363K FY2025 |
| James D. Kirsner | Director | $38K FY2025 |
| Joanna Rees | Director | $417K FY2025 |
| Marc F. McMorris | Director | $363K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-05 | LANSING WILLIAM J | Option exercise | 784 | — |
| 2026-06-05 | LANSING WILLIAM J | Tax withheld | 236 | $1,137.33 |
| 2026-05-23 | Behl Nikhil | Option exercise | 2.2K | — |
| 2026-05-23 | Behl Nikhil | Tax withheld | 998 | $1,239.91 |
| 2026-05-15 | Weber Steven P. | Option exercise | 706 | — |
| 2026-05-15 | Weber Steven P. | Tax withheld | 310 | $1,098.59 |
| 2026-03-04 | ARREDONDO FABIOLA R | Option exercise | 154 | — |
| 2026-03-04 | KELLY BRADEN R | Option exercise | 171 | — |
| 2026-03-04 | Manolis Eva | Option exercise | 154 | — |
| 2026-03-04 | MCMORRIS MARC F | Option exercise | 77 | — |
| 2026-03-04 | Rey David A | Option exercise | 94 | — |
| 2026-03-04 | Stansbury Henry Tayloe | Option exercise | 77 | — |
| 2026-02-25 | Manolis Eva | Option exercise | 520 | $247.82 |
| 2026-02-25 | Manolis Eva | Sell | 520 | $1,227.63 |
| 2026-02-24 | Rey David A | Option exercise | 3.2K | $247.82 |
| 2026-02-13 | Rees Joanna | Option exercise | 358 | $391.57 |
| 2026-02-13 | Rees Joanna | Sell | 358 | $1,360.00 |
| 2026-01-09 | Weber Steven P. | Option exercise | 421 | — |
| 2026-01-09 | Weber Steven P. | Tax withheld | 141 | $1,665.53 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-08 | Material agreementDebt obligationOtherExhibits | filing ↗ |
| 2026-04-28 | ResultsExhibits | filing ↗ |
| 2026-03-20 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-03-11 | OtherExhibits | filing ↗ |
| 2026-03-11 | OtherExhibits | filing ↗ |
| 2026-03-05 | 5.03Shareholder voteExhibits | filing ↗ |
| 2026-01-28 | ResultsExhibits | filing ↗ |
| 2025-11-05 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-08 | 2026-06-05 | 0001193125-26-260817 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0000814547-26-000020 ↗ |
| 10-Q | 2026-04-28 | 2026-03-31 | 0000814547-26-000021 ↗ |
| 8-K | 2026-03-20 | 2026-03-20 | 0001193125-26-117936 ↗ |
| 8-K | 2026-03-11 | 2026-03-11 | 0001193125-26-102450 ↗ |
| 8-K | 2026-03-11 | 2026-03-11 | 0001193125-26-101201 ↗ |
| 8-K | 2026-03-05 | 2026-03-04 | 0001193125-26-093964 ↗ |
| 10-Q | 2026-01-28 | 2025-12-31 | 0000814547-26-000011 ↗ |
| 8-K | 2026-01-28 | 2026-01-28 | 0000814547-26-000010 ↗ |
| DEF 14A | 2026-01-27 | 2026-03-04 | 0001193125-26-024403 ↗ |
| 10-K | 2025-11-07 | 2025-09-30 | 0000814547-25-000030 ↗ |
| 8-K | 2025-11-05 | 2025-11-05 | 0000814547-25-000026 ↗ |