Welcome to our dedicated page for FAIR ISAAC SEC filings (Ticker: FICO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on FAIR ISAAC's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into FAIR ISAAC's regulatory disclosures and financial reporting.
Fair Isaac Corp director Eva Manolis exercised options for 520 shares of common stock on 2026-02-25, then sold 520 shares in an open-market transaction. The options had a price of $0.00 per share, the shares were acquired at $247.82 per share, and sold at a weighted average of $1,227.63 per share, leaving her with 344 shares held directly.
FAIR ISAAC CORP director David A. Rey reported exercising stock options and acquiring additional shares. On this Form 4, he exercised non-qualified stock options covering 3,192 shares, converting them into 3,192 shares of common stock at $247.82 per share. After these transactions, he directly owns 4,967 shares of FAIR ISAAC CORP common stock.
FAIR ISAAC CORP director Joanna Rees reported transactions involving stock options and common shares on behalf of the Joanna Rees Revocable Trust. She exercised 358 non-qualified stock options, acquiring 358 common shares at 391.5700 per share, then the trust sold 358 shares at 1360.0000 per share, leaving 11,204 shares held indirectly after the sale.
A holder of common stock has filed a Rule 144 notice covering a planned sale of 358 shares, to be executed through Stifel Nicolaus & Company Inc. on the NYSE. The filing lists an aggregate market value of $486,880 for these shares and notes that there were 65,134,649 shares outstanding at the time of the notice.
The 358 shares of common stock were acquired on 02/13/2026 as restricted stock units from the issuer, with equity compensation identified as the form of payment. The approximate date of sale is also given as 02/13/2026, indicating an intended sale shortly after (or concurrent with) vesting.
Fair Isaac Corporation reported solid growth for the quarter ended December 31, 2025. Total revenue rose to $511.9 million from $440.0 million, driven mainly by a 29% increase in Scores revenue to $304.5 million. Software revenue grew modestly to $207.4 million, with SaaS and platform products leading the gains.
Operating income increased 30% to $234.0 million as higher-margin Scores products lifted profitability. Net income was $158.4 million, up 4%, and diluted EPS rose 8% to $6.61. Cash from operating activities was $174.1 million, down from $194.0 million, while cash and cash equivalents increased to $162.0 million.
Software Annual Recurring Revenue reached $766.0 million, up 5% year over year, with platform ARR growing and now representing 40% of segment ARR. Dollar-Based Net Retention Rate for Software was 103%, indicating net expansion from existing customers. Total debt stood at $3.2 billion, and the company repurchased $162.7 million of stock in the quarter.
Fair Isaac Corporation filed a current report to share that it has released its financial results for the quarter ended December 31, 2025. The company is making these results available through a press release dated January 28, 2026, which is furnished as Exhibit 99.1.
The filing notes that the press release is incorporated by reference into the results section of the report. The document is signed on behalf of Fair Isaac Corporation by Executive Vice President and Chief Financial Officer Steven P. Weber.
Fair Isaac Corporation (FICO) has released its 2026 proxy statement for the annual meeting in San Jose on March 4, 2026. Stockholders will vote on electing eight directors, an advisory say-on-pay resolution, ratifying Deloitte & Touche LLP as auditor for fiscal 2026, and two charter amendments.
The first amendment would allow officer exculpation as permitted by Delaware law, and the second would eliminate a supermajority requirement so future changes to Article 6 would need a majority of outstanding shares. The Board recommends a vote FOR all proposals.
The proxy highlights a pay-for-performance philosophy: CEO and other named executive salaries were held flat for fiscal 2025, with compensation weighted toward performance-based cash and equity tied to adjusted revenue, adjusted EBITDA and relative total shareholder return versus the S&P 500. It also describes comprehensive governance practices, strong board independence, and detailed human capital and ESG initiatives across FICO’s 3,811 employees in 28 countries.
Fair Isaac’s Executive Vice President and CFO Steven P. Weber reported equity compensation activity involving restricted stock units and common stock. On January 9, 2026, 421 restricted stock units converted into 421 shares of Fair Isaac common stock at an exercise price of $0.00 per share, reflecting previously granted equity now delivered as stock.
On the same date, 141 shares of common stock were withheld by the company at a price of $1,665.53 per share to cover taxes due at vesting, as described in the footnotes. Following these transactions, Weber directly held 2,521.9613 shares of Fair Isaac common stock.
Fair Isaac Corporation is asking stockholders to vote at its 2026 annual meeting on a slate of governance and compensation items. Stockholders will elect eight directors to one-year terms, cast an advisory vote on executive pay, and decide whether to ratify Deloitte & Touche LLP as independent auditor for fiscal 2026. Two charter amendments are proposed: one to allow exculpation of certain officers as permitted by Delaware law, and another to eliminate a 66-2/3% supermajority requirement so future changes to Article 6 would need only a majority of outstanding shares.
The proxy describes an independent board led by a separate, independent chairman, all-independent key committees, and majority voting with resignation policies for directors. Executive compensation follows a pay-for-performance design with most value in performance-based and long-term equity incentives tied to adjusted revenue, adjusted EBITDA and relative total shareholder return. The filing also details human capital, ESG practices, and robust stock ownership, clawback, anti-hedging and governance policies.