Mitsubishi UFJ Asset Management Co. Ltd. Has $141.98 Million Stake in Fiserv, Inc. $FISV

Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of Fiserv, Inc. (NASDAQ:FISV) by 3.1% in the third quarter, Holdings Channel reports. The institutional investor owned 1,101,230 shares of the business services provider’s stock after purchasing an additional 32,771 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Fiserv were worth $141,982,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. Citizens Business Bank bought a new position in Fiserv during the third quarter valued at about $278,000. AlphaCore Capital LLC lifted its position in Fiserv by 17.6% in the third quarter. AlphaCore Capital LLC now owns 3,185 shares of the business services provider’s stock worth $411,000 after purchasing an additional 476 shares during the period. Intech Investment Management LLC increased its holdings in Fiserv by 264.5% in the 3rd quarter. Intech Investment Management LLC now owns 266,254 shares of the business services provider’s stock valued at $34,328,000 after buying an additional 193,209 shares during the period. Roberts Glore & Co. Inc. IL increased its holdings in Fiserv by 8.3% in the 3rd quarter. Roberts Glore & Co. Inc. IL now owns 4,878 shares of the business services provider’s stock valued at $629,000 after buying an additional 374 shares during the period. Finally, US Bancorp DE raised its stake in shares of Fiserv by 0.8% in the 3rd quarter. US Bancorp DE now owns 255,332 shares of the business services provider’s stock valued at $32,920,000 after buying an additional 2,152 shares in the last quarter. Institutional investors own 90.98% of the company’s stock.

Insiders Place Their Bets

In other Fiserv news, CFO Paul M. Todd purchased 17,000 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was acquired at an average cost of $62.41 per share, with a total value of $1,060,970.00. Following the completion of the acquisition, the chief financial officer directly owned 24,453 shares of the company’s stock, valued at $1,526,111.73. This represents a 228.10% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Adam L. Rosman purchased 7,900 shares of Fiserv 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 owned 61,285 shares in the company, valued at $3,872,599.15. This represents a 14.80% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 1.00% of the stock is currently owned by insiders.

Fiserv Stock Performance

NASDAQ FISV opened at $61.89 on Friday. Fiserv, Inc. has a 1-year low of $57.79 and a 1-year high of $238.59. The company has a 50 day moving average of $64.62 and a 200-day moving average of $90.89. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 1.08. The firm has a market cap of $33.10 billion, a price-to-earnings ratio of 9.76, a PEG ratio of 1.89 and a beta of 0.78.

Fiserv (NASDAQ:FISV) last announced its earnings results on Tuesday, February 10th. The business services provider reported $1.99 EPS for the quarter, topping the consensus estimate of $1.90 by $0.09. The business 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 18.39% and a net margin of 16.42%.Fiserv’s revenue was up .6% compared to the same quarter last year. During the same period in the previous year, the business earned $2.51 EPS. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. On average, equities analysts forecast that Fiserv, Inc. will post 10.23 earnings per share for the current fiscal year.

Key Headlines Impacting Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Peoples Group partnership to build Canada’s next‑generation payments platform — expands Fiserv’s instant‑payments footprint and access to Canadian rails, supporting revenue growth in payments. Peoples Group Teams with Fiserv
• Positive Sentiment: New product rollouts: INDX real‑time USD settlement for digital asset firms and an integrated government payments solution (with Can/Am) — signals new revenue streams and tech differentiation in high‑growth real‑time and digital‑asset payments niches. Activist Pressure and Instant‑Payments Bets
• Positive Sentiment: RBC Capital reiterated a Buy rating with an $85 price target after Fiserv beat Q4 results — provides analyst support for upside and a visible bullish voice on the stock. RBC Capital Reiterates Rating
• Positive Sentiment: Short interest declined ~14.8% in February to ~14.26M shares (≈2.7% of float) — reduces short pressure and can lessen downside gamma in the near term.
• Positive Sentiment: Unusually heavy call option buying (≈43,453 calls) — indicates speculative or hedged bullish positioning ahead of catalysts.
• Neutral Sentiment: Activist investor Jana Partners is pressing for portfolio streamlining and sharper focus on core banking/payments — could unlock value if management follows through, but also raises execution and restructuring uncertainty. Activist Pressure and Instant‑Payments Bets
• Neutral Sentiment: Articles framing Fiserv as a turnaround story highlight potential upside if execution improves, but are opinion pieces rather than new fundamentals. Seeking Alpha Turnaround Thesis
• Negative Sentiment: Truist cut its price target from $71 to $65 and moved to a Hold — reduces near‑term analyst upside and may weigh on sentiment among more conservative investors. Truist Lowers Price Target
• Negative Sentiment: Broyhill Asset Management disclosed selling Fiserv due to “lack of analyzability” — a notable institutional exit that could signal concerns among some value managers. Broyhill Sold Fiserv
• Negative Sentiment: B. Riley lowered expectations for Fiserv — another voice trimming outlook that adds to mixed analyst views and could cap near‑term momentum. B. Riley Lowers Expectations

Analysts Set New Price Targets

Several analysts have recently weighed in on FISV shares. Truist Financial decreased their target price on shares of Fiserv from $71.00 to $65.00 and set a “hold” rating on the stock in a research report on Thursday. KeyCorp cut shares of Fiserv from an “overweight” rating to a “hold” rating in a research note on Thursday, October 30th. Compass Point lowered their price objective on Fiserv from $78.00 to $75.00 and set a “neutral” rating on the stock in a research note on Wednesday, February 11th. Tigress Financial set a $95.00 target price on Fiserv and gave the stock a “buy” rating in a report on Wednesday, December 31st. Finally, Northcoast Research downgraded Fiserv from a “buy” rating to a “neutral” rating in a research report on Monday, February 2nd. Ten research 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 company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $109.74.

Fiserv Company Profile

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.