Bowie Capital Management LLC Has $98.20 Million Stock Position in Fiserv, Inc. $FISV

Key Points

• Bowie Capital Management increased its stake in Fiserv by 15.3% in Q3 to 761,618 shares valued at $98.20 million, making Fiserv ~4.3% of Bowie’s portfolio and about 0.14% of the company’s outstanding stock.
• Fiserv beat Q results (EPS $1.99 vs. $1.90 expected; revenue $4.90B vs. $4.78B), set FY2026 guidance of 8.00–8.30 EPS, but the analyst consensus remains a Hold with an average target of $109.74 while the stock trades near $63 (P/E ≈ 9.96).

Bowie Capital Management LLC grew its holdings in Fiserv, Inc. (NASDAQ:FISV - Free Report) by 15.3% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 761,618 shares of the business services provider's stock after acquiring an additional 101,262 shares during the quarter. Fiserv accounts for approximately 4.3% of Bowie Capital Management LLC's investment portfolio, making the stock its 15th biggest position. Bowie Capital Management LLC owned about 0.14% of Fiserv worth $98,195,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Vise Technologies Inc. acquired a new stake in Fiserv during the second quarter worth approximately $2,320,000. Factory Mutual Insurance Co. raised its holdings in Fiserv by 11.7% in the 2nd quarter. Factory Mutual Insurance Co. now owns 157,000 shares of the business services provider's stock valued at $27,068,000 after acquiring an additional 16,500 shares in the last quarter. FUKOKU MUTUAL LIFE INSURANCE Co raised its holdings in Fiserv by 236.6% in the 2nd quarter. FUKOKU MUTUAL LIFE INSURANCE Co now owns 8,037 shares of the business services provider's stock valued at $1,386,000 after acquiring an additional 5,649 shares in the last quarter. Nordea Investment Management AB lifted its position in shares of Fiserv by 4.1% during the 3rd quarter. Nordea Investment Management AB now owns 2,003,668 shares of the business services provider's stock valued at $258,854,000 after acquiring an additional 78,220 shares during the period. Finally, Atlantic Union Bankshares Corp grew its holdings in shares of Fiserv by 80.6% during the 2nd quarter. Atlantic Union Bankshares Corp now owns 2,438 shares of the business services provider's stock worth $420,000 after purchasing an additional 1,088 shares in the last quarter. 90.98% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research analysts recently commented on FISV shares. Tigress Financial set a $95.00 price target on Fiserv and gave the company a "buy" rating in a research note on Wednesday, December 31st. Jefferies Financial Group raised their target price on shares of Fiserv from $60.00 to $65.00 and gave the company a "hold" rating in a report on Wednesday, January 21st. Cantor Fitzgerald raised shares of Fiserv to a "hold" rating in a report on Tuesday, January 27th. TD Cowen reiterated a "hold" rating on shares of Fiserv in a research report on Monday, January 12th. Finally, Compass Point decreased their price objective on shares of Fiserv from $78.00 to $75.00 and set a "neutral" rating on the stock in a research note on Wednesday, February 11th. Ten equities research analysts have rated the stock with a Buy rating, twenty-four have issued a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat, Fiserv currently has a consensus rating of "Hold" and an average target price of $109.74.

Fiserv Stock Performance

NASDAQ:FISV opened at $63.16 on Friday. The stock's 50-day moving average is $64.00 and its 200-day moving average is $87.54. Fiserv, Inc. has a 1-year low of $57.79 and a 1-year high of $227.00. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 1.08. The stock has a market cap of $33.78 billion, a P/E ratio of 9.96, a price-to-earnings-growth ratio of 1.94 and a beta of 0.77.

Fiserv (NASDAQ:FISV - Get Free Report) last issued its quarterly earnings data 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 net margin of 16.42% and a return on equity of 18.39%. The business had revenue of $4.90 billion during the quarter, compared to analyst estimates of $4.78 billion. During the same quarter last year, the business earned $2.51 EPS. The firm's quarterly revenue was up .6% on a year-over-year basis. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Equities research analysts anticipate that Fiserv, Inc. will post 10.23 earnings per share for the current year.

Fiserv Company 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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