FICO Plunges 21%, Credit Bureaus Fall, as Pulte Renews Criticism

Fair Isaac, Equifax, and TransUnion shares fell after FHFA Director Bill Pulte renewed criticism of the cost of consumer credit scores, raising renewed regulatory and pricing-risk concerns for credit bureaus. While no quantified financial impact was cited, the renewed spotlight on scoring fees is a headwind for sector sentiment and could pressure earnings expectations if costs are targeted.