Oppenheimer & Co. Inc. Makes New Investment in Fiserv, Inc. $FISV

Oppenheimer & Co. Inc. bought a new position in shares of Fiserv, Inc. (NASDAQ:FISV) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 28,329 shares of the business services provider’s stock, valued at approximately $1,903,000.

A number of other hedge funds also recently bought and sold shares of FISV. Vanguard Group Inc. purchased a new stake in Fiserv during the fourth quarter worth $3,507,063,000. Capital World Investors lifted its holdings in Fiserv by 35.2% during the third quarter. Capital World Investors now owns 25,781,919 shares of the business services provider’s stock worth $3,324,073,000 after buying an additional 6,714,536 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA purchased a new stake in Fiserv during the fourth quarter worth $174,502,000. Barclays PLC lifted its holdings in Fiserv by 116.0% during the third quarter. Barclays PLC now owns 3,528,906 shares of the business services provider’s stock worth $454,982,000 after buying an additional 1,895,349 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. purchased a new stake in Fiserv during the fourth quarter worth $87,458,000. Hedge funds and other institutional investors own 90.98% of the company’s stock.

Fiserv Stock Performance

Shares of FISV opened at $57.28 on Wednesday. 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 stock has a fifty day moving average price of $59.18 and a 200-day moving average price of $66.55. Fiserv, Inc. has a 12 month low of $52.91 and a 12 month high of $191.91. The firm has a market cap of $30.58 billion, a PE ratio of 9.03, a P/E/G ratio of 1.95 and a beta of 0.84.

Fiserv (NASDAQ:FISV) last released its earnings results on Tuesday, May 5th. The business services provider reported $1.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.57 by $0.22. Fiserv had a return on equity of 18.39% and a net margin of 16.42%.The firm had revenue of $4.68 billion for the quarter, compared to the consensus estimate of $4.73 billion. The firm’s revenue was down 2.0% on a year-over-year basis. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Equities research analysts predict that Fiserv, Inc. will post 8.11 earnings per share for the current fiscal year.

Trending Headlines about Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Q1 EPS beat consensus — Fiserv reported adjusted EPS of $1.79, above estimates, helped by a ~17¢ tax benefit; that beat temporarily offsets some concerns about revenue weakness. Article Title
• Positive Sentiment: Company reaffirmed FY26 guidance — Fiserv issued adjusted EPS guidance of $8.00–$8.30 and affirmed its organic revenue growth outlook (1%–3%), which limits downside vs. a full guidance cut. Article Title
• Positive Sentiment: Product/GMV bright spots — Clover-driven GMV and product launches (e.g., CashFlow Central within Experience Digital) continue to show pockets of growth that support longer-term revenue opportunities. Article Title
• Neutral Sentiment: Analyst stance remains cautious — William Blair (and other coverage) is maintaining a Hold/neutral view, citing persistent competitive pressures that limit upside even if growth returns. Article Title
• Neutral Sentiment: Unusual options activity — volume in call options spiked intraday, indicating elevated trader/speculator interest that could increase intraday volatility.
• Negative Sentiment: Revenue miss / organic decline — GAAP revenue fell ~2% and organic revenue declined ~4% y/y; financial solutions and core banking attrition were cited as drivers of the weakness. This is the primary reason investors are selling. Article Title Article Title
• Negative Sentiment: Margins pressured and EPS beat partly one-time — margins contracted and the EPS beat was aided by tax effects, prompting concern that core operating performance is weaker than headline EPS suggests. Article Title
• Negative Sentiment: Market reaction and sentiment shift — despite the EPS beat, several outlets and analysts flagged the revenue decline and conservative tone; headlines and downgrades drove selling pressure today. Article Title

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the company. Morgan Stanley lowered their target price on Fiserv from $81.00 to $64.00 and set an “equal weight” rating for the company in a report on Tuesday, April 28th. TD Cowen reiterated a “hold” rating on shares of Fiserv in a report on Monday, January 12th. Raymond James Financial lowered Fiserv from an “outperform” rating to a “market perform” rating in a report on Thursday, March 26th. Tigress Financial reiterated a “buy” rating and set a $95.00 price objective on shares of Fiserv in a report on Wednesday, March 11th. Finally, Compass Point decreased their price objective on Fiserv from $78.00 to $75.00 and set a “neutral” rating for the company in a report on Wednesday, February 11th. Eight investment analysts have rated the stock with a Buy rating, twenty-seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $92.14.

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.