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Fair Isaac (NYSE:FICO) faces new competition after a US regulator approved VantageScore for use in Fannie Mae and Freddie Mac mortgage approvals. The move ends FICO's exclusive role in agency mortgage credit scoring for loans sold to the two government sponsored entities. Regulators aim to widen borrower access to agency backed home loans by allowing multiple credit score models in underwriting decisions. The introduction of VantageScore into Fannie Mae and Freddie Mac decisions is...

FICO, IOVA, SDEV, CCL, MU were among the trending stocks on Tuesday, Sept. 29, 2026.

FICO's monopoly on credit scores may be over.

Fair Isaac plunges 27%, its worst day since 1989, after Fannie and Freddie move to a single pricing grid that lets VantageScore compete with FICO.

Here are some of the companies making headlines in midday trading.

Fair Isaac built its dominance on one pricing advantage, but a federal housing regulator just eliminated it, and that may be the least of FICO's problems right now.

Fair Isaac Corp (NYSE:FICO) came under renewed pressure after FHFA said mortgage pricing changes would put its cheaper rival, VantageScore, on the same pricing framework as Classic FICO. Shares traded at $623.62, down 26% in Tuesday morning trading. Behind the renewed selling is FHFA's...

Fair Isaac Corporation (NYSE: FICO) shares are plunging Tuesday morning as aggressive competitive pricing and mounting government pressure threaten the company's long-held monopoly over mortgage credit scoring.

Stock in Fair Isaac Corp. fell sharply on Tuesday after the Federal Housing Finance Agency announced a change in mortgage pricing, introducing competition to FICO Score's long hold on mortgage lending.

Detailed price information for Fair Isaac and Company (FICO-N) from The Globe and Mail including charting and trades.

Investing.com -- Fair Isaac (NYSE: FICO) dropped 20% in premarket trading on Tuesday after Federal Housing Finance Agency Director Bill Pulte announced that Fannie Mae and Freddie Mac will adopt a single loan-level pricing adjustment grid covering both FICO and VantageScore, eliminating the pricing differential that had long protected FICO’s dominance in mortgage originations. The move rattled the broader credit-scoring sector, with TransUnion falling 4%, Equifax dropping 6.7%, and London-listed

Fair Isaac stock falls after Bill Pulte, the director of the Federal Housing Finance Agency, says the mortgage pricing grid is being simplified and that VantageScore is being incorporated.

Fair Isaac, the company behind the FICO score, stock tumbled 18% on Tuesday morning after a new policy broke its monopoly in the mortgage market.

These are the stocks posting the largest moves premarket.

Detailed price information for Fair Isaac and Company (FICO-N) from The Globe and Mail including charting and trades.

Motley Fool Press Release.

Fair Isaac’s fair value estimate has been revised from US$1,512.25 to US$1,440.16, signalling a modest reset in the price target investors may be anchoring to. This change reflects fresh analyst work that weighs regulatory scrutiny, competition from VantageScore and mortgage share questions against the Direct Licensing Program, government sponsored entity decisions and the software business. As you read on, you will see how this evolving narrative is shaping the way investors follow Fair...

Detailed price information for Fair Isaac and Company (FICO-N) from The Globe and Mail including charting and trades.

If you own Autodesk (ADSK) or Fair Isaac (FICO), you own the same idea: software that customers keep paying more for. Fair Isaac grows by charging more for a score it already owns. Autodesk now grows partly by buying a business it did not have. Both raised guidance, and that fork makes the two raises different kinds of news.

Detailed price information for Freeport-Mcmoran Inc (FCX-N) from The Globe and Mail including charting and trades.

Detailed price information for Fair Isaac and Company (FICO-N) from The Globe and Mail including charting and trades.

FHFA’s Bill Pulte backs VantageScore for mortgage loans, presses FICO 10T pricing, and weighs single/bi-merge credit reports.

Detailed price information for H&R Block (HRB-N) from The Globe and Mail including charting and trades.

For decades, Fair Isaac Corporation (NYSE:FICO) maintained a virtual monopoly over the US mortgage credit scoring market, implementing cumulative price increases of roughly 1,800% per score since 2020. That regulatory moat weakened on September 4, 2026, when the FHFA directed Fannie Mae and Freddie Mac to accept VantageScore 4.0 from all mortgage lenders. VantageScore is […]

Fair Isaac stock has fallen sharply this year, yet a fresh set of valuation checks suggests the current share price may be below what the underlying cash flows imply. The question for you is how to weigh that picture against the regulatory hit to the company’s credit scoring business. Over the past 5 years, Fair Isaac has returned about 106.5%, which still points to a stock that has rewarded patient holders despite the recent pullback. The recent Federal Housing Finance Agency decision to...