Fiserv, Inc. (NASDAQ:FISV) Short Interest Down 16.8% in January

Fiserv, Inc. (NASDAQ:FISV) was the target of a large drop in short interest in January. As of January 30th, there was short interest totaling 16,740,295 shares, a drop of 16.8% from the January 15th total of 20,126,230 shares. Based on an average daily volume of 8,535,877 shares, the days-to-cover ratio is currently 2.0 days. Approximately 3.1% of the company’s stock are sold short. Approximately 3.1% of the company’s stock are sold short. Based on an average daily volume of 8,535,877 shares, the days-to-cover ratio is currently 2.0 days.

Analysts Set New Price Targets

Several equities analysts have commented on the stock. Wells Fargo & Company upgraded shares of Fiserv to a “hold” rating in a research note on Wednesday, October 22nd. JPMorgan Chase & Co. lowered their target price on shares of Fiserv from $85.00 to $75.00 and set a “neutral” rating for the company in a report on Wednesday, February 11th. Zacks Research upgraded shares of Fiserv from a “strong sell” rating to a “hold” rating in a research note on Wednesday, January 14th. Northcoast Research cut shares of Fiserv from a “buy” rating to a “neutral” rating in a research report on Monday, February 2nd. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Fiserv in a report on Monday, December 29th. Ten research analysts have rated the stock with a Buy rating, twenty-four have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $110.16.

Fiserv Stock Performance

FISV traded down $0.33 on Wednesday, hitting $63.12. 1,998,511 shares of the company traded hands, compared to its average volume of 9,798,393. Fiserv has a 12-month low of $57.79 and a 12-month high of $238.59. The company has a 50 day moving average of $65.61 and a 200-day moving average of $93.88. The company has a quick ratio of 1.08, a current ratio of 1.03 and a debt-to-equity ratio of 1.08. The stock has a market capitalization of $34.31 billion, a PE ratio of 9.96, a PEG ratio of 3.39 and a beta of 0.78.

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

Insider Buying and Selling at Fiserv

In other Fiserv news, CFO Paul M. Todd acquired 17,000 shares of the stock in a transaction dated 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 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Adam L. Rosman acquired 7,900 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The stock was acquired at an average price of $63.19 per share, for a total transaction of $499,201.00. Following the acquisition, the insider owned 61,285 shares in the company, valued at approximately $3,872,599.15. The trade was a 14.80% increase in their position. The SEC filing for this purchase provides additional information. 0.75% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Fiserv

Several institutional investors and hedge funds have recently added to or reduced their stakes in FISV. Oakworth Capital Inc. purchased a new stake in shares of Fiserv in the fourth quarter valued at approximately $25,000. Private Wealth Asset Management LLC acquired a new stake in Fiserv in the fourth quarter valued at $25,000. American National Bank & Trust purchased a new stake in shares of Fiserv during the 4th quarter worth $27,000. Kimelman & Baird LLC acquired a new position in shares of Fiserv during the 4th quarter worth $27,000. Finally, Goodman Advisory Group LLC purchased a new position in shares of Fiserv in the 4th quarter valued at about $27,000. Institutional investors and hedge funds own 90.98% of the company’s stock.

Key Headlines Impacting Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Activist investor Jana Partners has accumulated a stake in Fiserv and is engaging with the company, reportedly advocating changes to boost shareholder value; multiple outlets report Jana supports management while pushing for improved capital allocation and strategic focus, which has driven buyer interest and a multi‑percent pop in the stock. Article Title
• Positive Sentiment: Market coverage and headlines (WSJ, Barron’s, Yahoo, others) amplified the Jana story, triggering short‑term buying and reported intraday jumps of ~4–7% as investors speculated on near‑term actions to improve returns. Article Title
• Neutral Sentiment: Analysts and coverage are revisiting Fiserv’s Q4 earnings, guidance and key analyst questions (growth priorities, margin drivers, debt reduction), which will shape whether activist proposals gain traction and how durable any rally might be. Article Title
• Neutral Sentiment: Coverage notes the company’s recent fundamentals: Q4 beat on EPS and revenue and FY‑2026 EPS guidance of $8.00–$8.30, but investor skepticism remains after prior quarters of underperformance—so activist interest could catalyze strategic review or incremental buybacks/divestitures. Article Title
• Negative Sentiment: Separately, reports highlight a slowdown in Fiserv’s small‑business POS platform that weighed on sentiment and helped depress the stock earlier; ongoing execution in merchant solutions remains a risk that could limit upside if growth doesn’t accelerate. Article Title
• Neutral Sentiment: Short‑interest data published recently appears unreliable (showing zeros/inconsistent figures); no clear evidence from that release that short selling is a driving force today.

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.