Intech Investment Management LLC Buys 193,209 Shares of Fiserv, Inc. $FISV

Intech Investment Management LLC boosted its position in shares of Fiserv, Inc. (NASDAQ:FISV) by 264.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 266,254 shares of the business services provider’s stock after purchasing an additional 193,209 shares during the period. Intech Investment Management LLC’s holdings in Fiserv were worth $34,328,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Sound Income Strategies LLC bought a new position in shares of Fiserv during the third quarter worth about $28,000. True Wealth Design LLC lifted its stake in Fiserv by 3,750.0% in the 3rd quarter. True Wealth Design LLC now owns 231 shares of the business services provider’s stock valued at $30,000 after acquiring an additional 225 shares in the last quarter. Redmont Wealth Advisors LLC acquired a new position in Fiserv during the 3rd quarter worth approximately $30,000. Clear Street LLC bought a new position in shares of Fiserv during the 2nd quarter worth approximately $34,000. Finally, Westfuller Advisors LLC acquired a new stake in shares of Fiserv in the third quarter valued at approximately $36,000. 90.98% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

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

Key Stories Impacting Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Peoples Group strategic partnership to build Canada’s next‑generation payments platform — expands Fiserv’s addressable market in a key region and supports recurring processing revenue and tech positioning. Peoples Group Teams with Fiserv
• Positive Sentiment: Notable decline in short interest (down ~14.8% to ~14.26M shares as of Feb 13) — reduces immediate short‑selling pressure and can amplify upside on positive news.
• Positive Sentiment: Unusually large call‑option activity (≈43,453 calls bought, ~80% above average) — market participants are expressing near‑term bullish bets, which can drive intraday buying pressure.
• Positive Sentiment: RBC Capital reiterated its Buy rating and $85 price target after Fiserv beat Q4 expectations — analyst support helps validate the turnaround narrative and can attract institutional buyers. RBC Reiterates Rating
• Neutral Sentiment: Activist investor Jana Partners has taken a stake and new CEO Mike Lyons is pushing a One Fiserv AI/partnership strategy — could be positive long term but increases near‑term strategic uncertainty and re‑rating risk. Jana Stake and CEO Plan
• Negative Sentiment: B. Riley lowered its expectations for Fiserv’s stock price — a sign some analysts remain cautious on near‑term multiple expansion. B. Riley Lowers Expectations
• Negative Sentiment: Madison Large Cap Fund exited its Fiserv position — a notable institutional exit that can signal profit‑taking or reallocation pressure. Madison Exits Fiserv
• Negative Sentiment: Media coverage tied recent stock weakness to activist arrival and uncertainty around execution — such narratives can keep volatility elevated despite fundamental positives. Why Fiserv Stock Flopped

Fiserv Price Performance

Shares of NASDAQ FISV opened at $61.61 on Thursday. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 1.08. The business’s 50 day moving average price is $64.74 and its two-hundred day moving average price is $91.09. The company has a market cap of $32.95 billion, a PE ratio of 9.72, a price-to-earnings-growth ratio of 1.81 and a beta of 0.78. Fiserv, Inc. has a twelve month low of $57.79 and a twelve month high of $238.59.

Fiserv (NASDAQ:FISV) last issued 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. Fiserv had a return on equity of 18.39% and a net margin of 16.42%.The company had revenue of $4.90 billion during the quarter, compared to the consensus estimate of $4.78 billion. During the same period in the previous year, the company posted $2.51 EPS. The firm’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. On average, analysts predict that Fiserv, Inc. will post 10.23 EPS for the current year.

Wall Street Analyst Weigh In

FISV has been the subject of a number of analyst reports. Stephens decreased their target price on shares of Fiserv from $75.00 to $70.00 and set an “equal weight” rating for the company in a research report on Wednesday, February 11th. UBS Group decreased their price objective on Fiserv from $75.00 to $70.00 and set a “neutral” rating for the company in a report on Wednesday, February 11th. Wolfe Research reaffirmed a “peer perform” rating on shares of Fiserv in a research report on Wednesday, October 29th. Seaport Research Partners cut Fiserv from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, October 29th. Finally, B. Riley Financial lowered their price target on Fiserv from $72.00 to $69.00 and set a “neutral” rating on the stock in a research report on Monday. Ten equities research analysts have rated the stock with a Buy rating, twenty-four have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, Fiserv has an average rating of “Hold” and a consensus target price of $110.06.

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.