Fiserv, Inc. $FISV Shares Sold by Madison Asset Management LLC

Madison Asset Management LLC cut its stake in Fiserv, Inc. (NASDAQ:FISV) by 10.1% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 534,949 shares of the business services provider’s stock after selling 60,396 shares during the period. Madison Asset Management LLC’s holdings in Fiserv were worth $68,971,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently modified their holdings of FISV. ABC Arbitrage SA purchased a new position in shares of Fiserv during the third quarter valued at $1,235,000. Applied Finance Capital Management LLC boosted its holdings in Fiserv by 21.9% in the 3rd quarter. Applied Finance Capital Management LLC now owns 122,337 shares of the business services provider’s stock valued at $15,774,000 after purchasing an additional 21,993 shares during the period. Versor Investments LP grew its position in Fiserv by 48.3% during the third quarter. Versor Investments LP now owns 2,731 shares of the business services provider’s stock worth $352,000 after buying an additional 890 shares in the last quarter. First National Trust Co raised its stake in shares of Fiserv by 2.7% in the 3rd quarter. First National Trust Co now owns 48,212 shares of the business services provider’s stock valued at $6,216,000 after buying an additional 1,288 shares in the last quarter. Finally, Edgemoor Investment Advisors Inc. grew its stake in shares of Fiserv by 18.6% in the 3rd quarter. Edgemoor Investment Advisors Inc. now owns 51,594 shares of the business services provider’s stock valued at $6,652,000 after purchasing an additional 8,099 shares during the period. Institutional investors and hedge funds own 90.98% of the company’s stock.

Insider Buying and Selling

In other Fiserv news, insider Adam L. Rosman bought 7,900 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were bought at an average price of $63.19 per share, for a total transaction of $499,201.00. Following the transaction, the insider directly owned 61,285 shares in the company, valued at $3,872,599.15. This trade represents a 14.80% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Paul M. Todd purchased 17,000 shares of Fiserv stock in a transaction that occurred on Monday, December 1st. The shares were bought at an average price of $62.41 per share, for a total transaction of $1,060,970.00. Following the completion of the transaction, the chief financial officer owned 24,453 shares in the company, valued at $1,526,111.73. The trade was a 228.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders own 0.75% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently issued reports on FISV. Citigroup reiterated a “neutral” rating on shares of Fiserv in a research report on Wednesday. Truist Financial lowered Fiserv from a “buy” rating to a “hold” rating and dropped their price target for the stock from $143.00 to $75.00 in a research report on Thursday, October 30th. Royal Bank Of Canada set a $85.00 price objective on shares of Fiserv and gave the company an “outperform” rating in a report on Thursday, October 30th. Susquehanna reaffirmed a “positive” rating and issued a $99.00 target price (down previously from $220.00) on shares of Fiserv in a research report on Wednesday, November 12th. Finally, BTIG Research cut Fiserv from a “buy” rating to a “neutral” rating in a research report on Wednesday, October 29th. Ten investment analysts have rated the stock with a Buy rating, twenty-four have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Fiserv presently has a consensus rating of “Hold” and an average target price of $113.34.

Fiserv Stock Performance

Shares of Fiserv stock opened at $62.59 on Wednesday. The company has a debt-to-equity ratio of 1.15, a current ratio of 1.08 and a quick ratio of 1.08. The business has a 50-day simple moving average of $66.17 and a 200 day simple moving average of $96.66. Fiserv, Inc. has a one year low of $57.79 and a one year high of $238.59. The firm has a market capitalization of $34.02 billion, a price-to-earnings ratio of 9.67, a PEG ratio of 3.44 and a beta of 0.78.

Fiserv (NASDAQ:FISV) last issued its quarterly earnings data on Tuesday, February 10th. The business services provider reported $1.99 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.90 by $0.09. The company had revenue of $4.90 billion for the quarter, compared to the consensus estimate of $4.78 billion. Fiserv had a return on equity of 19.47% and a net margin of 17.05%.The firm’s revenue was up .6% compared to the same quarter last year. During the same quarter last year, the business posted $2.51 earnings per share. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. On average, research analysts anticipate that Fiserv, Inc. will post 10.23 earnings per share for the current fiscal year.

Key Fiserv News

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Q4 earnings beat and-profit discipline: FISV reported non-GAAP EPS of $1.99 versus a ~$1.90 consensus, and management pointed to expense discipline that helped margins — a key near-term market driver. Why Fiserv Is Up After Q4 Beat
• Positive Sentiment: Strategy/operational progress — “OneFiserv”: Management highlighted progress on its OneFiserv integration and technology modernization efforts as a multi-year tailwind, which traders are treating as evidence of longer‑term stabilization. Fiserv Sees Restaurant and Retail Softness as Revenues Climb
• Neutral Sentiment: Revenue and key metrics mixed/in-line: Reported revenue was $4.90B — close to some estimates but called mixed by analysts (some sources flagged slight misses vs other consensus figures), so top-line strength is not uniformly convincing. Earnings Call Highlights
• Neutral Sentiment: FY‑2026 guidance is cautious but roughly in line: Fiserv set EPS guidance of $8.00–$8.30 for FY26 (consensus ~8.12), a range that signals modest upside vs. Street expectations and reflects a conservative posture after a turbulent 2025. Company Press Release
• Negative Sentiment: Sector/structure headwinds and slowing core growth: Analysts flagged slower core growth and increasing competitive pressure in payments/processing, supporting neutral/hold ratings rather than buy calls. TipRanks: Neutral Hold Rating
• Negative Sentiment: Consumer softness in key verticals: Management called out restaurant and retail weakness, which could limit merchant-processing volumes until spending patterns normalize. PYMNTS Article
• Negative Sentiment: Market positioning and sentiment signals: Traders showed elevated put activity earlier in the week and short interest remains notable (~3.1% of float, days-to-cover ~2), indicating some investor hedging/bearish positioning that could amplify downside on negative headlines.
• Negative Sentiment: Analyst moves: Recent downgrades/neutral calls (e.g., Northcoast, reiterated Holds) may cap upside until clearer evidence of sustained revenue recovery appears. Northcoast Downgrades

About Fiserv

Fiserv, Inc, founded in 1984 and headquartered in Brookfield, Wisconsin, is a global provider of financial services technology. The company develops and delivers integrated solutions for payments, processing, risk and compliance, customer and channel management, and business insights and optimization. Serving thousands of clients, Fiserv supports banks, credit unions, securities broker-dealers, leasing and finance companies, and retailers.

Fiserv’s core offerings include account processing systems that automate deposit, lending and transaction processing for financial institutions, as well as digital banking platforms that enable mobile and online banking services.