Birch Capital Management LLC Invests $1.42 Million in Fiserv, Inc. $FISV

Key Points

• Birch Capital Management opened a new position in Fiserv in Q4, buying 21,077 shares valued at about $1.42 million.
• Several other institutions also added stakes (notably Principal Financial Group’s ~$42.25 million purchase), leaving roughly 90.98% of Fiserv owned by hedge funds and institutional investors.
• Analysts have trimmed targets recently and the consensus rating is a "Hold" with a $92.14 average target; Fiserv trades near $62.81 with a PE of 9.91 and FY2026 EPS guidance of 8.00–8.30.

Birch Capital Management LLC purchased a new position in Fiserv, Inc. (NASDAQ:FISV - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 21,077 shares of the business services provider's stock, valued at approximately $1,416,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Banyan Capital Management Inc. purchased a new stake in shares of Fiserv in the fourth quarter worth approximately $6,051,000. Alpha Wealth Funds LLC bought a new position in Fiserv in the fourth quarter worth approximately $341,000. Principal Financial Group Inc. purchased a new position in Fiserv during the 4th quarter worth $42,252,000. QRG Capital Management Inc. purchased a new position in Fiserv during the 4th quarter worth $1,260,000. Finally, Vista Capital Partners Inc. purchased a new position in Fiserv during the 4th quarter worth $269,000. 90.98% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

FISV has been the topic of several research reports. Citigroup reduced their price objective on Fiserv from $68.00 to $60.00 and set a "neutral" rating on the stock in a report on Thursday, April 9th. BNP Paribas Exane reduced their price objective on Fiserv from $64.00 to $63.00 and set a "neutral" rating on the stock in a report on Friday, April 10th. Truist Financial reduced their price objective on Fiserv from $65.00 to $64.00 and set a "hold" rating on the stock in a report on Friday, April 24th. Keefe, Bruyette & Woods reduced their price objective on Fiserv from $80.00 to $75.00 and set an "outperform" rating on the stock in a report on Tuesday, April 7th. Finally, Tigress Financial restated a "buy" rating and set a $95.00 price objective 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 assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus target price of $92.14.

Fiserv Trading Up 1.1%

Shares of NASDAQ:FISV opened at $62.81 on Tuesday. Fiserv, Inc. has a 12-month low of $52.91 and a 12-month high of $191.91. The business's fifty day simple moving average is $59.26 and its 200-day simple moving average is $67.00. The company has a market capitalization of $33.54 billion, a PE ratio of 9.91, a P/E/G ratio of 1.93 and a beta of 0.84. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 1.08.

Fiserv (NASDAQ:FISV - Get Free Report) last announced its quarterly earnings results on Tuesday, February 10th. The business services provider reported $1.99 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.90 by $0.09. Fiserv had a return on equity of 18.39% and a net margin of 16.42%.The business 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 business posted $2.51 EPS. The business's revenue was up .6% compared to the same quarter last year. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. As a group, equities research analysts predict that Fiserv, Inc. will post 8.11 earnings per share for the current fiscal 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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