NEOS Investment Management LLC Acquires 10,089 Shares of Fiserv, Inc. $FISV

NEOS Investment Management LLC raised its position in Fiserv, Inc. (NASDAQ:FISV) by 18.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 64,970 shares of the business services provider’s stock after acquiring an additional 10,089 shares during the quarter. NEOS Investment Management LLC’s holdings in Fiserv were worth $8,377,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of FISV. Pinnacle Wealth Management Advisory Group LLC boosted its stake in shares of Fiserv by 2.8% during the second quarter. Pinnacle Wealth Management Advisory Group LLC now owns 2,811 shares of the business services provider’s stock valued at $485,000 after purchasing an additional 77 shares in the last quarter. Quadcap Wealth Management LLC grew its stake in shares of Fiserv by 2.1% in the second quarter. Quadcap Wealth Management LLC now owns 3,900 shares of the business services provider’s stock worth $672,000 after purchasing an additional 79 shares during the last quarter. Strategic Blueprint LLC increased its holdings in Fiserv by 4.4% in the second quarter. Strategic Blueprint LLC now owns 1,977 shares of the business services provider’s stock valued at $341,000 after purchasing an additional 83 shares during the period. Glenview Trust co raised its position in Fiserv by 0.3% during the 2nd quarter. Glenview Trust co now owns 32,864 shares of the business services provider’s stock worth $5,666,000 after purchasing an additional 85 shares during the last quarter. Finally, Smithfield Trust Co increased its position in Fiserv by 0.9% during the 2nd quarter. Smithfield Trust Co now owns 9,773 shares of the business services provider’s stock valued at $1,685,000 after purchasing an additional 86 shares during the period. 90.98% of the stock is currently owned by institutional investors.

More Fiserv News

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Jana Partners has built a stake in Fiserv and is pressing for changes; reports say Jana has been in conversations with management and at least publicly supports CEO Mike Lyons, a catalyst for the recent rally. Activist investor Jana Partners builds stake in Fiserv (Reuters)
• Positive Sentiment: News of Jana’s stake triggered sharp intraday gains (reports of a >5% jump), reflecting investor hope that activist engagement could accelerate cost actions, asset moves or strategy changes to boost valuation. Fiserv (FISV) Jumps Over 6% as Activist Investor Gobbles Stake (Yahoo)
• Neutral Sentiment: Analysts continue to focus on key post‑earnings questions (growth drivers, margin recovery, integration and capital allocation) that will determine whether Fiserv can regain momentum; these Q&A points are on investors’ watchlists. The Top 5 Analyst Questions From Fiserv’s Q4 Earnings Call (Yahoo)
• Neutral Sentiment: Industry commentary (Zacks) notes cross-border and e‑commerce tailwinds for payments firms but also warns rising tech and expense pressures — a mixed backdrop that could support eventual recovery but compress near‑term margins. 5 Financial Transaction Stocks to Watch Despite Elevated Expense Level (Zacks)
• Negative Sentiment: Management flagged a slowdown in its small‑business POS platform, which has weighed on revenue and sentiment; that operational softness is a direct headwind to near‑term growth expectations. Slowdown in Its Small Business POS Platform Weighed on Fiserv’s (FISV) Shares (Yahoo)
• Negative Sentiment: Longer‑term performance remains poor (articles note the stock’s steep decline over the past year), underlining that activism alone must contend with operational fixes and balance‑sheet concerns to produce sustained upside. What I’m Watching With Fiserv to See if It Beats the Market (The Motley Fool)

Insider Buying and Selling

In related news, CFO Paul M. Todd bought 17,000 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The stock was bought at an average cost of $62.41 per share, for a total transaction of $1,060,970.00. Following the acquisition, the chief financial officer directly owned 24,453 shares of the company’s stock, valued at $1,526,111.73. The trade was a 228.10% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Adam L. Rosman purchased 7,900 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The shares were purchased at an average price of $63.19 per share, with a total value of $499,201.00. Following the completion of the acquisition, the insider directly owned 61,285 shares in the company, valued at $3,872,599.15. The trade was a 14.80% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders own 1.00% of the company’s stock.

Analyst Ratings Changes

Several research analysts have weighed in on the stock. Truist Financial downgraded shares of Fiserv from a “buy” rating to a “hold” rating and lowered their price objective for the stock from $143.00 to $75.00 in a report on Thursday, October 30th. Jefferies Financial Group increased their price objective on Fiserv from $60.00 to $65.00 and gave the stock a “hold” rating in a research note on Wednesday, January 21st. Cantor Fitzgerald upgraded Fiserv to a “hold” rating in a report on Tuesday, January 27th. Seaport Research Partners downgraded shares of Fiserv from a “strong-buy” rating to a “hold” rating in a report on Wednesday, October 29th. Finally, Morgan Stanley set a $64.00 price target on shares of Fiserv in a report on Wednesday, February 11th. Ten 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 data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $110.16.

Fiserv Price Performance

NASDAQ:FISV opened at $63.01 on Thursday. Fiserv, Inc. has a 52-week low of $57.79 and a 52-week high of $238.59. The stock has a fifty day moving average of $65.53 and a 200 day moving average of $93.66. The firm has a market capitalization of $34.25 billion, a price-to-earnings ratio of 9.94, a P/E/G ratio of 3.63 and a beta of 0.78. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.08 and a current ratio of 1.03.

Fiserv (NASDAQ:FISV) last issued its quarterly earnings results on Tuesday, February 10th. The business services provider reported $1.99 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.90 by $0.09. The firm had revenue of $4.90 billion during the quarter, compared to analyst estimates of $4.78 billion. Fiserv had a return on equity of 18.39% and a net margin of 16.42%.The company’s revenue was up .6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.51 earnings per share. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. On average, research analysts expect that Fiserv, Inc. will post 10.23 EPS for the current fiscal year.

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.