Policy
Fair Isaac Falls Again on a Report That FHFA Will Cut Mortgage Credit Pulls From Three Bureaus to Two
Bloomberg reported the change could be announced as soon as October 12, days after Fannie Mae and Freddie Mac opened their pricing grid to VantageScore.
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By Marcus Elrod
Oct 3, 2026 · 2 min read
Fair Isaac shares fell about 7% on Friday, extending a steep September decline, after Bloomberg reported that the Federal Housing Finance Agency plans to direct Fannie Mae and Freddie Mac to require lenders to pull credit data from two of the major credit reporting bureaus instead of all three.
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Marcus Elrod
Marcus tracks positioning, flows and rates. He writes CI's weekly market internals column.
Marcus Elrod writes for Corporate Insider Inc.