Varma Mutual Pension Insurance Co Increases Holdings in Fiserv, Inc. $FISV

Varma Mutual Pension Insurance Co boosted its position in shares of Fiserv, Inc. (NASDAQ:FISV) by 22.1% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 121,731 shares of the business services provider’s stock after purchasing an additional 22,000 shares during the quarter. Varma Mutual Pension Insurance Co’s holdings in Fiserv were worth $15,695,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also made changes to their positions in the company. Brighton Jones LLC lifted its stake in Fiserv by 91.9% in the fourth quarter. Brighton Jones LLC now owns 4,245 shares of the business services provider’s stock worth $872,000 after acquiring an additional 2,033 shares during the period. Bison Wealth LLC raised its stake in shares of Fiserv by 5.3% during the 4th quarter. Bison Wealth LLC now owns 2,299 shares of the business services provider’s stock worth $472,000 after acquiring an additional 116 shares in the last quarter. RFG Advisory LLC lifted its position in Fiserv by 14.0% during the second quarter. RFG Advisory LLC now owns 1,422 shares of the business services provider’s stock valued at $245,000 after acquiring an additional 175 shares during the last quarter. Harbour Investments Inc. increased its position in shares of Fiserv by 2.6% during the second quarter. Harbour Investments Inc. now owns 12,013 shares of the business services provider’s stock worth $2,071,000 after purchasing an additional 310 shares in the last quarter. Finally, Ritholtz Wealth Management lifted its holdings 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 valued at $1,334,000 after purchasing an additional 810 shares during the last quarter. 90.98% of the stock is currently owned by hedge funds and other institutional investors.

Fiserv Stock Down 5.3%

FISV opened at $58.82 on Friday. The stock has a market capitalization of $31.97 billion, a P/E ratio of 9.28, a price-to-earnings-growth ratio of 3.53 and a beta of 0.78. Fiserv, Inc. has a one year low of $57.79 and a one year high of $238.59. The business’s 50-day simple moving average is $65.93 and its 200-day simple moving average is $96.16. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.08 and a current ratio of 1.03.

Fiserv (NASDAQ:FISV) last issued its quarterly earnings data on Tuesday, February 10th. The business services provider reported $1.99 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.90 by $0.09. Fiserv had a net margin of 16.42% and a return on equity of 18.39%. The company had revenue of $4.90 billion for the quarter, compared to the consensus estimate of $4.78 billion. During the same period last year, the firm posted $2.51 EPS. Fiserv’s revenue for the quarter was up .6% on a year-over-year basis. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Analysts anticipate that Fiserv, Inc. will post 10.23 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on FISV shares. Truist Financial cut shares of Fiserv from a “buy” rating to a “hold” rating and decreased their price target for the stock from $143.00 to $75.00 in a report on Thursday, October 30th. Cantor Fitzgerald raised shares of Fiserv to a “hold” rating in a report on Tuesday, January 27th. William Blair cut Fiserv from an “outperform” rating to a “market perform” rating in a report on Wednesday, October 29th. Royal Bank Of Canada set a $85.00 price target on shares of Fiserv and gave the company an “outperform” rating in a research note on Thursday, October 30th. Finally, Tigress Financial set a $95.00 price target on shares of Fiserv and gave the company a “buy” rating in a research note on Wednesday, December 31st. Ten research analysts have rated the stock with a Buy rating, twenty-five have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $108.97.

Key Stories Impacting Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Fiserv launched INDX, a 24/7/365 real‑time cash‑settlement platform for digital asset companies that allows instant USD movement via a single custodial account and access to the Fiserv Deposit Network (FDIC coverage up to $25M). This expands fiat rails into crypto clients and could create new fee and deposit flows. Cointelegraph: Fiserv builds real-time dollar rails for crypto companies
• Positive Sentiment: Fiserv reported quarterly results that beat consensus (EPS and revenue) and provided FY‑2026 EPS guidance (8.00–8.30). The beat supports cash flow and margin recovery narratives that underpinned the stock earlier in the week. MSN: Quarterly profit beats
• Neutral Sentiment: BNP Paribas Exane modestly raised its price target (62 → 64) but kept a neutral rating, signaling mixed analyst conviction—small upside implied from current levels. MarketScreener: BNP Paribas PT to $64
• Neutral Sentiment: Short‑interest reports flagged a “significant increase” but the published numbers show zeros/NaN and a 0.0 days ratio — likely a data glitch. Monitor for any confirmed rise in short interest but treat current figures with caution.
• Neutral Sentiment: B. Riley reaffirmed a neutral rating with a lower $72 target; several firms are keeping neutral/equal‑weight stances even as they tweak targets. Benzinga: B. Riley reaffirms neutral
• Negative Sentiment: Major research shops cut price targets (examples: JPMorgan 85 → 75, UBS 75 → 70, Stephens 75 → 70, CompassPoint 78 → 75), keeping mostly neutral ratings but lowering upside expectations — this reduces sell‑side support and can pressure the stock. MarketScreener: JPMorgan PT to $75
• Negative Sentiment: Reported investor selling: Matrix Asset Management disclosed selling FISV following an unexpected event tied to its quarter, indicating some institutional repositioning and reduced demand from at least one manager. InsiderMonkey: Matrix sold Fiserv
• Negative Sentiment: Coverage highlighting strategic execution risks — including the company’s ServiceNow AI initiatives and ongoing investor lawsuits — has kept sentiment cautious and likely amplified selling pressure despite product wins. Yahoo Finance: Turnaround weighed by ServiceNow AI push and lawsuits

Insider Buying and Selling

In other Fiserv news, insider Adam L. Rosman acquired 7,900 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were purchased at an average price of $63.19 per share, with a total value of $499,201.00. Following the completion of the acquisition, the insider directly owned 61,285 shares of the company’s stock, valued at approximately $3,872,599.15. The trade was a 14.80% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CFO Paul M. Todd acquired 17,000 shares of Fiserv stock in a transaction that occurred on Monday, December 1st. The stock was bought at an average price of $62.41 per share, with a total value of $1,060,970.00. Following the purchase, 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. 1.00% of the stock is currently owned by insiders.

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.