Fair Isaac

At a glance

Fair Isaac reported 2025 revenue of $1.99B, up 15.9% from $1.72B in 2024. Over 4 years since 2021 ($1.32B), that is growth of about 10.9% a year. Operating margin was 46.5%, up from 38.4% in 2021. 2025 was the highest revenue year in this period.

In the last 12 months 5 insiders reported 0 open-market purchases and 7 sales ($10.6M). 3 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $4.2M by President and CEO William J Lansing on Nov 12, 2025.

Fair Isaac filed 10 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), material agreement (2), new financial obligation (2) and other events (2). It reported a material agreement or a completed acquisition or disposal 2 times.

3 of the 20 investors tracked here held Fair Isaac at the last quarter end, worth $489.3M combined. It is the largest weight for Akre Capital Management (8.5% of its portfolio), followed by National Pension Service (Korea) (0%). New this quarter: Renaissance Technologies. Added: National Pension Service (Korea).

Annual results

Fiscal year ends Sep 30 · incorporated in DE

Tracked investors holding (13F)

Weight is the share of each investor's portfolio, as of the quarter end.