Banyan Capital Management Inc. Makes New $6.05 Million Investment in Fiserv, Inc. $FISV

Key Points

• Banyan Capital Management bought a new position of 90,084 Fiserv shares valued at approximately $6.05 million, making Fiserv 2.6% of its holdings and its 12th-largest position.
• Institutional ownership is about 90.98%; major holders include Vanguard (a new ~$3.51 billion position) and Capital World Investors (25.78M shares worth ~$3.32 billion).
• Analysts have a consensus rating of "Hold" with a $92.14 target, and Fiserv recently beat quarterly EPS/revenue while issuing FY2026 guidance of 8.00–8.30 EPS.

Banyan Capital Management Inc. bought a new position in shares of Fiserv, Inc. (NASDAQ:FISV - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 90,084 shares of the business services provider's stock, valued at approximately $6,051,000. Fiserv comprises 2.6% of Banyan Capital Management Inc.'s holdings, making the stock its 12th biggest position.

Several other hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. acquired a new position in Fiserv during the fourth quarter worth $3,507,063,000. Capital World Investors increased its position 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 last quarter. Legal & General Group Plc increased its position in Fiserv by 3.8% during the third quarter. Legal & General Group Plc now owns 3,638,031 shares of the business services provider's stock worth $469,051,000 after buying an additional 131,935 shares during the last quarter. Barclays PLC increased its position 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 last quarter. Finally, Dimensional Fund Advisors LP increased its position in Fiserv by 24.0% during the third quarter. Dimensional Fund Advisors LP now owns 3,138,413 shares of the business services provider's stock worth $404,687,000 after buying an additional 607,213 shares during the last quarter. 90.98% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. Susquehanna restated a "positive" rating and set a $91.00 price target (down from $99.00) on shares of Fiserv in a report on Monday. BNP Paribas Exane decreased their price target on shares of Fiserv from $64.00 to $63.00 and set a "neutral" rating for the company in a report on Friday, April 10th. Weiss Ratings upgraded shares of Fiserv from a "sell (d)" rating to a "sell (d+)" rating in a report on Friday. UBS Group decreased their price target on shares of Fiserv from $75.00 to $70.00 and set a "neutral" rating for the company in a report on Wednesday, February 11th. Finally, Cantor Fitzgerald restated a "neutral" rating and set a $70.00 price target on shares of Fiserv in a report on Wednesday, March 11th. Eight investment analysts have rated the stock with a Buy rating, twenty-seven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Fiserv presently has a consensus rating of "Hold" and a consensus target price of $92.14.

Fiserv Stock Up 1.1%

Shares of FISV opened at $62.81 on Tuesday. The company has a 50-day simple moving average of $59.26 and a 200-day simple moving average of $67.00. The firm has a market capitalization of $33.54 billion, a P/E ratio of 9.91, a P/E/G ratio of 1.93 and a beta of 0.84. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.03 and a current ratio of 1.03. Fiserv, Inc. has a 52 week low of $52.91 and a 52 week high of $191.91.

Fiserv (NASDAQ:FISV - Get Free Report) last announced its quarterly earnings data 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 business had revenue of $4.90 billion during 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 firm's revenue for the quarter was up .6% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.51 earnings per share. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. On average, equities research analysts expect that Fiserv, Inc. will post 8.11 earnings per share for the current year.

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.

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