Fair Isaac Corp director Manolis Eva executed a sale of 520 shares of the company's common stock on February 25, 2026, generating proceeds of $638,367. The sale prices ranged from $1,227.63 to $1,228.6299 per share.
On that same day, Manolis also exercised stock options to acquire 520 shares at an exercise price of $247.82, representing a total outlay of $128,866. After completing the sale, Manolis holds 344 shares of Fair Isaac directly.
The company's share price has moved materially since the director's sale; it is now at $1,409.36, a notable increase relative to the prices at which the shares were sold.
Valuation context and market signals
The timing of the director's transaction is notable in light of current valuation indicators. InvestingPro analysis cited in company reporting indicates FICO is trading above its Fair Value estimate. An InvestingPro Tip also highlights that the stock carries a price-to-earnings ratio of 51.79. InvestingPro is noted as offering additional tips and Pro Research reports covering FICO and more than 1,400 other U.S. equities.
Recent financial results and shareholder actions
Fair Isaac reported fiscal first-quarter results for 2026 that exceeded analyst expectations. On a non-GAAP basis, the company recorded earnings per share of $7.33, topping the $7.07 forecast. Revenue for the quarter reached $512 million versus an expected $500.72 million, representing a year-over-year increase of 16%.
In addition to the earnings beat, FICO's board approved a new $1.5 billion stock repurchase program, following completion of a previous buyback. The share repurchase plan was coupled with analyst commentary: Needham reiterated a Buy rating and set a price target of $1,975, while BofA Securities reinstated coverage with a Buy rating and a $1,900 price target, citing the company's pricing power and the entrenched position of its FICO Score product.
What this note covers
This report documents the director-level transaction, the simultaneous option exercise, and places those moves alongside FICO's recent earnings, revenue growth, and board-authorized repurchase program. It also records third-party analyst ratings and InvestingPro valuation commentary without inferring motives for the insider transactions.