Shell Asset Management Co. Has $2.31 Million Stock Holdings in Fiserv, Inc. $FISV

Shell Asset Management Co. lowered its holdings in Fiserv, Inc. (NASDAQ:FISV) by 75.6% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 17,883 shares of the business services provider’s stock after selling 55,504 shares during the quarter. Shell Asset Management Co.’s holdings in Fiserv were worth $2,306,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of FISV. Sound Income Strategies LLC acquired a new position in Fiserv during the 3rd quarter valued at $28,000. True Wealth Design LLC grew its position 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 worth $30,000 after purchasing an additional 225 shares during the last quarter. Clear Street LLC bought a new position in shares of Fiserv during the 2nd quarter worth about $34,000. Westfuller Advisors LLC acquired a new position in shares of Fiserv during the third quarter valued at about $36,000. Finally, Golden State Wealth Management LLC grew its position in Fiserv by 960.9% during the second quarter. Golden State Wealth Management LLC now owns 244 shares of the business services provider’s stock worth $42,000 after buying an additional 221 shares in the last quarter. 90.98% of the stock is owned by institutional investors.

Fiserv Stock Up 0.9%

FISV opened at $59.36 on Friday. The firm has a market cap of $32.27 billion, a price-to-earnings ratio of 9.36, a PEG ratio of 3.38 and a beta of 0.78. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.08 and a current ratio of 1.03. The firm’s 50-day simple moving average is $65.79 and its 200-day simple moving average is $95.27. Fiserv, Inc. has a twelve month low of $57.79 and a twelve month high of $238.59.

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

Wall Street Analysts Forecast Growth

FISV has been the subject of several recent research reports. Wolfe Research reaffirmed a “peer perform” rating on shares of Fiserv in a report on Wednesday, October 29th. UBS Group cut their target price on Fiserv from $75.00 to $70.00 and set a “neutral” rating for the company in a research note on Wednesday. Cantor Fitzgerald upgraded shares of Fiserv to a “hold” rating in a research note on Tuesday, January 27th. B. Riley Financial dropped their price objective on shares of Fiserv from $76.00 to $72.00 and set a “neutral” rating for the company in a research note on Wednesday. Finally, William Blair lowered shares of Fiserv from an “outperform” rating to a “market perform” rating in a research report on Wednesday, October 29th. Ten research analysts have rated the stock with a Buy rating, twenty-five have issued a Hold rating and two have 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 target price of $108.97.

Fiserv News Summary

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?

Insiders Place Their Bets

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

About Fiserv

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.