Fair Isaac management check
FICO · Information Technology · Application Software · CEO William J Lansing
Filings as of
5 good · 1 to watch · 1 flagged, across the seven questions below.
- Good
Have owners done well?
Beat its chosen peers$100 invested at the start of fiscal 2021 grew to $352, against $162 for the peer group the company picked itself.
- Good
Does pay follow performance?
Pay rose and fell with returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.52 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Flag
What does the CEO cost owners?
5.5% of net income$36.0m of reported pay in fiscal 2025, against $651.9m of net income.
- Watch
Do they own the stock?
CEO stake ≈ 1.4 years of payThe CEO holds 42,922 shares, directly or through trusts (unvested awards not counted): about 1.4 years of pay. Light activity: no buys, $1.4m sold in six months. 1 of 1 sales ran on pre-arranged 10b5-1 plans.
- Good
Are owners being diluted?
Share count shrinkingDiluted shares changed -1.6% a year over the last three fiscal years. Stock-based pay was 7.9% of revenue in the latest year.
- Good
Is leadership stable?
2 leadership filings in 3 yearsCEO in the pay table: Mr. Lansing. 2 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Information Technology.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 100 | 33 | |
| Pay for performance | 76 | 87 | |
| CEO cost | 0 | 35 | |
| Skin in the game | 42 | 47 | |
| Dilution | 70 | 56 | |
| Stable leadership | 100 | 85 | |
| Clean books | 100 | 100 |
Closest peers
Others in Application Software, by management score. Fair Isaac is 22nd of 73 in its sector.
- 72PLTRPalantir Technologies78
- 186FICOFair Isaac70
- 202CRMSalesforce68
- 264ADBEAdobe Inc.64
- 343DDOGDatadog59
- 350INTUIntuit58
- 405TYLTyler Technologies52
- 430ORCLOracle Corporation49
- 445CDNSCadence Design Systems47
- 456ADSKAutodesk44
Pay versus performance
From the proxy statement filed January 27, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2025 | Mr. Lansing | $36.0m | −$38.9m | $7.2m | $352 | $162 | $651.9m |
| 2024 | — | $35.6m | $268.0m | $7.8m | $457 | $132 | $512.8m |
| 2023 | — | $66.3m | $155.2m | $7.2m | $204 | $109 | $429.4m |
| 2022 | — | $18.9m | $29.5m | $7.0m | $97 | $75 | $373.5m |
| 2021 | — | $19.4m | $18.4m | $7.0m | $94 | $122 | $392.1m |
The board says pay is tied most to FICO TSR Relative to 55th Percentile of S&P 500 Index TSR. Its other key measures: One-year TSR relative to 55th Percentile of S&P 500 Index, Adjusted Revenue, Adjusted EBITDA.
Insiders and the CEO's stake
William J Lansing (President and CEO) held 42,922 shares directly after their latest Form 4 on Jun 5, 2026, roughly $48.8m at that filing's price.
Light activity: no buys, $1.4m sold in six months. 1 of 1 sales ran on pre-arranged 10b5-1 plans.
- SoldEva ManolisDirector · 10b5-1 plan$1.4mJul 29, 2026
Leadership and governance on file
- Aug 28, 2025Leadership change8-K 5.02
- Nov 8, 2023Leadership change8-K 5.02
- Aug 24, 2023Leadership change8-K 5.02
- Jun 7, 2023Leadership change8-K 5.02
- May 15, 2023Leadership change8-K 5.02
- Jan 9, 2023Leadership change8-K 5.02
- Jan 10, 2022Leadership change8-K 5.02
Latest shareholder vote results: Mar 5, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $4.6bn returned to owners in buybacks and dividends, 196% of net income, and $657.8m of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $1.3bn | $1.4bn | $1.5bn | $1.7bn | $2.0bn |
| Net income | $392.1m | $373.5m | $429.4m | $512.8m | $651.9m |
| Stock-based pay | $112.5m | $115.4m | $123.8m | $149.4m | $156.7m |
| Buybacks | $874.2m | $1.1bn | $405.5m | $821.7m | $1.4bn |
| Dividends | — | — | — | — | — |
| Diluted shares | 29m | 26m | 25m | 25m | 25m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.