Public Sector Pension Investment Board Decreases Stake in Fiserv, Inc. $FISV

Public Sector Pension Investment Board decreased its holdings in Fiserv, Inc. (NASDAQ:FISV) by 67.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 231,120 shares of the business services provider’s stock after selling 488,444 shares during the quarter. Public Sector Pension Investment Board’s holdings in Fiserv were worth $29,798,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Brighton Jones LLC lifted its stake in shares of Fiserv by 91.9% in the fourth quarter. Brighton Jones LLC now owns 4,245 shares of the business services provider’s stock valued at $872,000 after purchasing an additional 2,033 shares during the period. Bison Wealth LLC increased its holdings in Fiserv by 5.3% in the fourth quarter. Bison Wealth LLC now owns 2,299 shares of the business services provider’s stock valued at $472,000 after buying an additional 116 shares in the last quarter. RFG Advisory LLC increased its holdings in Fiserv by 14.0% in the second quarter. RFG Advisory LLC now owns 1,422 shares of the business services provider’s stock valued at $245,000 after buying an additional 175 shares in the last quarter. Harbour Investments Inc. lifted its position in shares of Fiserv by 2.6% during the 2nd quarter. Harbour Investments Inc. now owns 12,013 shares of the business services provider’s stock valued at $2,071,000 after acquiring an additional 310 shares during the period. Finally, Ritholtz Wealth Management boosted its stake in shares of Fiserv by 11.7% during the 2nd quarter. Ritholtz Wealth Management now owns 7,737 shares of the business services provider’s stock worth $1,334,000 after acquiring an additional 810 shares in the last quarter. Institutional investors and hedge funds own 90.98% of the company’s stock.

Insider Activity at Fiserv

In other Fiserv news, CFO Paul M. Todd purchased 17,000 shares of the business’s stock in a transaction on 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 acquisition, the chief financial officer owned 24,453 shares of the company’s stock, valued at approximately $1,526,111.73. The trade was a 228.10% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Adam L. Rosman purchased 7,900 shares of Fiserv stock in a transaction on Tuesday, December 2nd. The shares were acquired at an average cost of $63.19 per share, for a total transaction of $499,201.00. Following the purchase, the insider 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. Additional details regarding this purchase are available in the official SEC disclosure. 1.00% of the stock is currently owned by insiders.

Fiserv News Roundup

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: New product/market expansion — Fiserv launched INDX, a 24/7/365 real-time cash-settlement platform for digital-asset firms that lets crypto companies move USD instantly via an insured custodial account. That broadens Fiserv’s addressable payments/treasury footprint and could drive new fee revenue and deposits. TradFi giant Fiserv builds real-time dollar rails for crypto companies
• Positive Sentiment: Recent quarterly beat and guidance helped sentiment — Fiserv reported Q4 results that topped estimates and provided FY‑2026 EPS guidance (8.00–8.30), supporting the “comeback” narrative investors have been discussing. See the earnings call transcript and coverage explaining why shares jumped. Fiserv Q4 2025 earnings call transcript
• Neutral Sentiment: Analyst moves are mixed and maintain neutral ratings — BNP Paribas nudged its PT up modestly to $64 (still neutral), while other firms adjusted numbers (see negatives below). These moves so far reflect differing views but no material rating upgrades. BNP Paribas raises PT to $64
• Neutral Sentiment: Short-interest data published for February appears anomalous (shows zero shares and 0.0 days cover), so it provides no reliable signal about bearish positioning. Treat that data as likely erroneous. (internal/marketbeat entries)
• Negative Sentiment: Price-target trims from major brokers — JPMorgan lowered its PT to $75 (from $85), B. Riley cut to $72, and Compass Point lowered to $75; all kept “neutral” ratings but the downward PT revisions increase near-term pressure on the stock. JPMorgan trims PT
• Negative Sentiment: Ongoing execution/legal concerns — coverage highlights investor lawsuits and strategic execution risk (including integration and competitive pressures such as ServiceNow’s AI push) that could weigh on sentiment until management demonstrates sustained revenue/earnings momentum. Turnaround weighed by ServiceNow AI push and investor lawsuits
• Neutral Sentiment: Analyst/company comparisons and commentary — longer-form pieces comparing Fiserv to peers (e.g., PayPal vs. Fiserv comeback discussions) are framing the stock as a turnaround/idea trade rather than an immediate catalyst. PayPal Vs. Fiserv: Which Is The Better Comeback Bet?

Fiserv Trading Up 0.9%

Shares of FISV stock opened at $59.36 on Friday. The company has a market capitalization of $32.27 billion, a price-to-earnings ratio of 9.36, a PEG ratio of 3.35 and a beta of 0.78. The company has a current ratio of 1.03, a quick ratio of 1.08 and a debt-to-equity ratio of 1.08. The firm has a 50-day moving average price of $65.79 and a 200 day moving average price of $95.60. Fiserv, Inc. has a twelve month low of $57.79 and a twelve month high of $238.59.

Fiserv (NASDAQ:FISV) last issued its quarterly earnings results on Tuesday, February 10th. The business services provider reported $1.99 EPS for the quarter, topping analysts’ consensus estimates of $1.90 by $0.09. The business 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 quarterly revenue was up .6% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.51 earnings per share. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Research analysts forecast that Fiserv, Inc. will post 10.23 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the company. Mizuho dropped their price objective on Fiserv from $110.00 to $100.00 and set an “outperform” rating for the company in a research note on Monday, December 22nd. Sanford C. Bernstein lowered Fiserv from an “outperform” rating to a “market perform” rating and lowered their target price for the company from $205.00 to $80.00 in a report on Thursday, October 30th. Keefe, Bruyette & Woods cut their price target on Fiserv from $170.00 to $92.00 and set an “outperform” rating for the company in a research note on Thursday, October 30th. Wells Fargo & Company upgraded shares of Fiserv to a “hold” rating in a research report on Wednesday, October 22nd. Finally, Susquehanna restated a “positive” rating and set a $99.00 target price (down from $220.00) on shares of Fiserv in a report on Wednesday, November 12th. Ten analysts have rated the stock with a Buy rating, twenty-five have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $108.97.

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.