Choreo LLC Buys New Stake in Fiserv, Inc. $FISV

Key Points

• Choreo LLC bought a new stake of 141,823 shares in Fiserv in Q4, valued at about $9.58 million.
• Fiserv beat Q4 estimates with EPS of $1.99 (vs. $1.90 est.) and revenue of $4.90 billion (vs. $4.78B est.), but EPS declined from $2.51 year‑over‑year and the company set FY2026 guidance of 8.00–8.30 EPS.
• Institutional investors own roughly 90.98% of the stock; analysts’ consensus is a "Hold" with an average price target of $104.03, while the shares trade near $56 and remain well below their 12‑month high of $221.50.

Choreo LLC bought a new stake in shares of Fiserv, Inc. (NASDAQ:FISV - Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 141,823 shares of the business services provider's stock, valued at approximately $9,584,000.

Several other institutional investors also recently bought and sold shares of the stock. Capital World Investors grew its stake 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 valued at $3,324,073,000 after acquiring an additional 6,714,536 shares in the last quarter. Legal & General Group Plc grew its stake 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 valued at $469,051,000 after acquiring an additional 131,935 shares in the last quarter. Barclays PLC grew its stake in Fiserv by 116.0% during the third quarter. Barclays PLC now owns 3,528,906 shares of the business services provider's stock valued at $454,982,000 after acquiring an additional 1,895,349 shares in the last quarter. Dimensional Fund Advisors LP grew its stake 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 valued at $404,687,000 after acquiring an additional 607,213 shares in the last quarter. Finally, Loring Wolcott & Coolidge Fiduciary Advisors LLP MA grew its stake in shares of Fiserv by 3.9% in the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 2,921,333 shares of the business services provider's stock worth $362,128,000 after buying an additional 109,427 shares in the last quarter. 90.98% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have commented on FISV. Morgan Stanley set a $64.00 price objective on shares of Fiserv in a research note on Wednesday, February 11th. Mizuho dropped their price objective on shares of Fiserv from $110.00 to $100.00 and set an "outperform" rating for the company in a research note on Monday, December 22nd. Jefferies Financial Group lifted their price objective on shares of Fiserv from $60.00 to $65.00 and gave the stock a "hold" rating in a research note on Wednesday, January 21st. Northcoast Research cut shares of Fiserv from a "buy" rating to a "neutral" rating in a research note on Monday, February 2nd. Finally, JPMorgan Chase & Co. dropped their price objective on shares of Fiserv from $85.00 to $75.00 and set a "neutral" rating for the company in a research note on Wednesday, February 11th. Nine analysts have rated the stock with a Buy rating, twenty-six have issued a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat, the company presently has an average rating of "Hold" and an average price target of $104.03.

Fiserv Price Performance

Fiserv stock opened at $56.09 on Friday. The firm has a 50-day moving average price of $58.93 and a 200-day moving average price of $73.76. The firm has a market capitalization of $29.95 billion, a PE ratio of 8.85, a price-to-earnings-growth ratio of 1.73 and a beta of 0.79. 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, Inc. has a 12-month low of $52.91 and a 12-month high of $221.50.

Fiserv (NASDAQ:FISV - Get Free Report) last released its earnings results on Tuesday, February 10th. The business services provider reported $1.99 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.90 by $0.09. The firm 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 business's revenue was up .6% on a year-over-year basis. During the same quarter last year, the business earned $2.51 EPS. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. As a group, equities research analysts forecast that Fiserv, Inc. will post 10.23 EPS 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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