Fiserv, Inc. $FISV Shares Sold by Close Asset Management Ltd

Close Asset Management Ltd reduced its position in Fiserv, Inc. (NASDAQ:FISV) by 80.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 241,126 shares of the business services provider’s stock after selling 985,362 shares during the period. Close Asset Management Ltd’s holdings in Fiserv were worth $31,082,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the company. Norges Bank purchased a new position in Fiserv in the second quarter valued at approximately $1,252,260,000. Amundi raised its stake in shares of Fiserv by 27.2% in the 2nd quarter. Amundi now owns 3,781,665 shares of the business services provider’s stock valued at $652,148,000 after acquiring an additional 807,916 shares during the period. Legal & General Group Plc lifted its holdings in shares of Fiserv by 1.1% during the 2nd quarter. Legal & General Group Plc now owns 3,506,096 shares of the business services provider’s stock valued at $604,486,000 after acquiring an additional 39,036 shares in the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA boosted its position in Fiserv by 3.9% during the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 2,921,333 shares of the business services provider’s stock worth $362,128,000 after purchasing an additional 109,427 shares during the period. Finally, Franklin Resources Inc. boosted its position in Fiserv by 34.7% during the 2nd quarter. Franklin Resources Inc. now owns 2,641,827 shares of the business services provider’s stock worth $455,478,000 after purchasing an additional 680,743 shares during the period. Hedge funds and other institutional investors own 90.98% of the company’s stock.

Fiserv Trading Up 0.5%

FISV opened at $61.89 on Friday. Fiserv, Inc. has a 12-month low of $57.79 and a 12-month high of $238.59. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.03 and a quick ratio of 1.03. The stock has a market capitalization of $33.10 billion, a PE ratio of 9.76, a P/E/G ratio of 1.89 and a beta of 0.78. The firm’s fifty day moving average price is $64.62 and its 200 day moving average price is $90.89.

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

Fiserv News Roundup

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

Insider Buying and Selling

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

Analyst Ratings Changes

FISV has been the subject of a number of recent research reports. BNP Paribas Exane increased their target price on Fiserv from $62.00 to $64.00 and gave the company a “neutral” rating in a research note on Wednesday, February 11th. UBS Group decreased their price target on Fiserv from $75.00 to $70.00 and set a “neutral” rating for the company in a report on Wednesday, February 11th. Northcoast Research lowered shares of Fiserv from a “buy” rating to a “neutral” rating in a research note on Monday, February 2nd. Compass Point reduced their target price on shares of Fiserv from $78.00 to $75.00 and set a “neutral” rating on the stock in a research report on Wednesday, February 11th. Finally, Royal Bank Of Canada set a $85.00 target price on shares of Fiserv and gave the company an “outperform” rating in a research note on Thursday, October 30th. Ten equities research analysts have rated the stock with a Buy rating, twenty-four have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $109.74.

Fiserv 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.