Benjamin Edwards Inc. Acquires New Position in Fiserv, Inc. $FISV

Key Points

• Benjamin Edwards Inc. initiated a new position in Fiserv of 28,573 shares valued at about $1.92 million, and institutional investors collectively own roughly 90.98% of the stock.
• Q1 results showed adjusted EPS of $1.79 that beat estimates but was aided by a ~$0.17 tax benefit, while revenue missed ($4.68B vs. $4.73B) and organic revenue declined, with management calling 2026 a "transition year" and reaffirming FY26 EPS guidance of $8.00–$8.30.
• Shares fell and volatility rose after the report, prompting several analyst downgrades and price‑target cuts and leaving the consensus rating at "Hold" with an average target near $87.48.

Benjamin Edwards Inc. acquired a new stake in Fiserv, Inc. (NASDAQ:FISV - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 28,573 shares of the business services provider's stock, valued at approximately $1,919,000.

A number of other hedge funds have also recently added to or reduced their stakes in FISV. Brighton Jones LLC lifted its position in 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 lifted its position 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 purchasing an additional 116 shares during the period. Schnieders Capital Management LLC. lifted its position in Fiserv by 21.0% in the second quarter. Schnieders Capital Management LLC. now owns 2,782 shares of the business services provider's stock valued at $480,000 after purchasing an additional 483 shares during the period. Jump Financial LLC acquired a new stake in Fiserv in the second quarter valued at about $1,001,000. Finally, Gamco Investors INC. ET AL lifted its position in shares of Fiserv by 7.2% during the 2nd quarter. Gamco Investors INC. ET AL now owns 5,200 shares of the business services provider's stock valued at $897,000 after acquiring an additional 350 shares during the period. Institutional investors and hedge funds own 90.98% of the company's stock.

Trending Headlines about Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: EPS beat but partly one‑time benefit — Fiserv reported adjusted EPS of $1.79, above consensus, aided by a ~ $0.17 per‑share tax benefit that boosted the beat; this supports near‑term cash generation. Zacks: FISV Q1 Earnings
• Positive Sentiment: Product launches/longer‑term growth initiatives — Early rollouts of the CashFlow Central small‑business tools and Experience Digital upgrades could support future revenue recovery if adoption scales. Yahoo: CashFlow Central & valuation
• Neutral Sentiment: Company reaffirms FY‑2026 guidance — Fiserv reiterated adjusted EPS guidance of $8.00–$8.30, roughly in line with consensus, which provides some visibility but reflects a cautious outlook. GlobeNewswire: Q1 results & guidance
• Neutral Sentiment: “Transition year” message from management — CEO described 2026 as a transition year with new executive hires and cost‑cutting actions intended to revive growth; this signals restructuring pain now for potential gains later. PaymentsDive: Transition year
• Negative Sentiment: Revenue and organic growth missed/softened — GAAP revenue fell ~2% y/y and organic revenue declined ~4% (merchant and financial solutions weakness), and margins contracted, fueling concerns over near‑term growth momentum. Reuters: Revenue miss
• Negative Sentiment: Analyst downgrades and price‑target cuts — Several firms cut forecasts and targets (BMO trimmed to $55 hold; B. Riley to $66 neutral; Mizuho lowered its target to $90 but remains outperform), amplifying selling pressure. Benzinga: Analysts cut forecasts TipRanks: BMO cut
• Negative Sentiment: Market reaction and heightened volatility — Shares fell sharply after the print (including a near‑term ~7% intraday drop in early trading) and unusual options activity suggests increased short‑term trading/hedging. Yahoo: Stock down after Q1

Fiserv Trading Down 2.0%

Shares of FISV opened at $56.11 on Thursday. The company has a debt-to-equity ratio of 1.06, a current ratio of 1.06 and a quick ratio of 1.03. The firm has a 50 day simple moving average of $59.13 and a 200-day simple moving average of $66.11. Fiserv, Inc. has a 1-year low of $52.91 and a 1-year high of $191.91. The stock has a market cap of $29.96 billion, a price-to-earnings ratio of 9.51, a price-to-earnings-growth ratio of 1.77 and a beta of 0.84.

Fiserv (NASDAQ:FISV - Get Free Report) last issued its quarterly earnings data on Tuesday, May 5th. The business services provider reported $1.79 earnings per share for the quarter, topping analysts' consensus estimates of $1.57 by $0.22. The business had revenue of $4.68 billion during the quarter, compared to analysts' expectations of $4.73 billion. Fiserv had a net margin of 15.17% and a return on equity of 17.46%. The firm's revenue for the quarter was down 2.0% on a year-over-year basis. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Equities analysts forecast that Fiserv, Inc. will post 8.14 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on FISV shares. Susquehanna reiterated a "positive" rating and set a $91.00 price target (down from $99.00) on shares of Fiserv in a research report on Monday. B. Riley Financial reduced their price target on shares of Fiserv from $69.00 to $66.00 and set a "neutral" rating for the company in a research report on Wednesday. TD Cowen reiterated a "hold" rating on shares of Fiserv in a research report on Monday, January 12th. Tigress Financial reissued a "buy" rating and set a $95.00 price objective on shares of Fiserv in a research note on Wednesday, March 11th. Finally, Keefe, Bruyette & Woods dropped their price objective on shares of Fiserv from $80.00 to $75.00 and set an "outperform" rating for the company in a research note on Tuesday, April 7th. Eight analysts have rated the stock with a Buy rating, twenty-seven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Hold" and a consensus price target of $87.48.

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.

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