Cwm LLC Invests $2.80 Million in Fiserv, Inc. $FISV

Key Points

• Cwm LLC purchased a new position of 41,617 shares in Fiserv (NASDAQ:FISV) during Q4, valued at about $2.8 million, in a stock that is ~90.98% institutionally owned.
• Fiserv beat Q4 estimates with $1.99 EPS (vs. $1.90) and $4.90B revenue (vs. $4.78B), and set FY2026 guidance of 8.00–8.30 EPS (analysts’ consensus ~8.11).
• The stock carries a MarketBeat consensus rating of "Hold" with a $96.63 target; shares opened at $61.55, trade at a PE of ~9.7, and have a 12‑month range of $52.91–$198.68.

Cwm LLC purchased a new position in shares of Fiserv, Inc. (NASDAQ:FISV - Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 41,617 shares of the business services provider's stock, valued at approximately $2,795,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Nordea Investment Management AB grew its position in shares of Fiserv by 4.1% in the third quarter. Nordea Investment Management AB now owns 2,003,668 shares of the business services provider's stock valued at $258,854,000 after purchasing an additional 78,220 shares in the last quarter. AGF Management Ltd. lifted its position in Fiserv by 55.4% during the third quarter. AGF Management Ltd. now owns 194,524 shares of the business services provider's stock worth $25,080,000 after buying an additional 69,383 shares in the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA lifted its position in Fiserv by 3.9% during the third 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. CMH Wealth Management LLC boosted its stake in Fiserv by 49.6% during the third quarter. CMH Wealth Management LLC now owns 86,676 shares of the business services provider's stock worth $11,175,000 after buying an additional 28,729 shares during the last quarter. Finally, National Pension Service boosted its stake in Fiserv by 2.6% during the third quarter. National Pension Service now owns 1,217,726 shares of the business services provider's stock worth $157,001,000 after buying an additional 30,951 shares during the last quarter. 90.98% of the stock is currently owned by institutional investors and hedge funds.

Fiserv Price Performance

Shares of FISV stock opened at $61.55 on Friday. 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 firm's 50-day moving average is $59.23 and its two-hundred day moving average is $69.99. Fiserv, Inc. has a 12 month low of $52.91 and a 12 month high of $198.68. The company has a market capitalization of $32.86 billion, a PE ratio of 9.71, a price-to-earnings-growth ratio of 1.96 and a beta of 0.79.

Fiserv (NASDAQ:FISV - Get Free Report) last issued its earnings results on Tuesday, February 10th. The business services provider reported $1.99 EPS for the quarter, topping 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 company had revenue of $4.90 billion for the quarter, compared to the consensus estimate of $4.78 billion. During the same period in the previous year, the firm earned $2.51 earnings per share. Fiserv's quarterly revenue was up .6% compared to the same quarter last year. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Analysts predict that Fiserv, Inc. will post 8.11 earnings per share for the current year.

Analyst Upgrades and Downgrades

FISV has been the subject of a number of recent research reports. Weiss Ratings reaffirmed a "sell (d+)" rating on shares of Fiserv in a research note on Monday, December 29th. Morgan Stanley set a $64.00 target price on Fiserv in a research note on Wednesday, February 11th. B. Riley Financial cut their target price on Fiserv from $72.00 to $69.00 and set a "neutral" rating for the company in a research note on Monday, February 23rd. TD Cowen reaffirmed a "hold" rating on shares of Fiserv in a research note on Monday, January 12th. Finally, Compass Point reduced their target price 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. Eight investment 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's stock. According to MarketBeat, the stock has a consensus rating of "Hold" and a consensus price target of $96.63.

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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