Brooktree Capital Management Makes New Investment in Fiserv, Inc. $FISV

Key Points

• Brooktree Capital Management opened a new position in Fiserv in Q4, buying 40,069 shares worth about $2.69 million, roughly 1.8% of Brooktree's holdings and its 14th-largest holding.
• Several major analysts have trimmed price targets recently (e.g., Goldman Sachs to $70, Morgan Stanley to $64, BNP Paribas to $63), and MarketBeat's consensus rating is an average "Hold" with an average target price of $92.41.
• Fiserv beat Q results (EPS $1.99 vs. $1.90 est., revenue $4.90B vs. $4.78B) and set FY2026 guidance of $8.00–$8.30 EPS; the stock trades at a PE of 9.8 with a market cap of about $33.2 billion.

Brooktree Capital Management bought a new position in Fiserv, Inc. (NASDAQ:FISV - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 40,069 shares of the business services provider's stock, valued at approximately $2,691,000. Fiserv makes up about 1.8% of Brooktree Capital Management's holdings, making the stock its 14th biggest holding.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Jacobsen Capital Management lifted its position in Fiserv by 5.8% in the 3rd quarter. Jacobsen Capital Management now owns 1,767 shares of the business services provider's stock worth $228,000 after buying an additional 97 shares in the last quarter. Stonebridge Capital Advisors LLC lifted its position in Fiserv by 2.3% in the 2nd quarter. Stonebridge Capital Advisors LLC now owns 4,318 shares of the business services provider's stock worth $744,000 after buying an additional 98 shares in the last quarter. Quent Capital LLC lifted its position in Fiserv by 5.6% in the 3rd quarter. Quent Capital LLC now owns 2,199 shares of the business services provider's stock worth $284,000 after buying an additional 116 shares in the last quarter. Bison Wealth LLC lifted its position in Fiserv by 5.3% in the 4th quarter. Bison Wealth LLC now owns 2,299 shares of the business services provider's stock worth $472,000 after buying an additional 116 shares in the last quarter. Finally, Integral Investment Advisors Inc. increased its stake in shares of Fiserv by 1.7% during the 3rd quarter. Integral Investment Advisors Inc. now owns 8,547 shares of the business services provider's stock worth $1,102,000 after purchasing an additional 142 shares during the last quarter. Hedge funds and other institutional investors own 90.98% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the stock. Weiss Ratings upgraded shares of Fiserv from a "sell (d)" rating to a "sell (d+)" rating in a research note on Friday. The Goldman Sachs Group dropped their price target on shares of Fiserv from $79.00 to $70.00 and set a "neutral" rating on the stock in a research note on Monday, April 13th. Cantor Fitzgerald restated a "neutral" rating and set a $70.00 price target on shares of Fiserv in a research note on Wednesday, March 11th. BNP Paribas Exane dropped their price target on shares of Fiserv from $64.00 to $63.00 and set a "neutral" rating on the stock in a research note on Friday, April 10th. Finally, Morgan Stanley dropped their price target on shares of Fiserv from $81.00 to $64.00 and set an "equal weight" rating on the stock in a research note on Tuesday, April 28th. Eight equities research analysts have rated the stock with a Buy rating, twenty-seven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Hold" and an average target price of $92.41.

Fiserv Stock Performance

Shares of FISV opened at $62.14 on Monday. The company has a market capitalization of $33.18 billion, a PE ratio of 9.80, a price-to-earnings-growth ratio of 1.93 and a beta of 0.84. Fiserv, Inc. has a one year low of $52.91 and a one year high of $191.91. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.03 and a quick ratio of 1.03. The company's fifty day moving average price is $59.26 and its 200 day moving average price is $67.00.

Fiserv (NASDAQ:FISV - Get Free Report) last announced its earnings results on Tuesday, February 10th. The business services provider reported $1.99 EPS for the quarter, topping the consensus estimate of $1.90 by $0.09. The firm had revenue of $4.90 billion for the quarter, compared to the consensus estimate of $4.78 billion. Fiserv had a net margin of 16.42% and a return on equity of 18.39%. The business's quarterly revenue was up .6% on a year-over-year basis. During the same quarter last year, the firm posted $2.51 EPS. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. As a group, 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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