CX Institutional Takes $6.10 Million Position in Fiserv, Inc. $FISV

Key Points

• CX Institutional opened a new position in Fiserv, buying 90,739 shares in the fourth quarter valued at approximately $6.10 million.
• Fiserv reported quarterly EPS of $1.99 (beating estimates) and revenue of $4.90 billion, and set FY2026 guidance of 8.00–8.30 EPS.
• Wall Street's consensus is a "Hold" rating with an average price target of $92.41, based on 8 Buys, 27 Holds and 1 Sell from covering analysts.

CX Institutional acquired a new stake in shares of Fiserv, Inc. (NASDAQ:FISV - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 90,739 shares of the business services provider's stock, valued at approximately $6,095,000.

A number of other large investors have also recently made changes to their positions in the stock. Jacobsen Capital Management grew its holdings in shares of Fiserv by 5.8% during the third quarter. Jacobsen Capital Management now owns 1,767 shares of the business services provider's stock valued at $228,000 after buying an additional 97 shares during the last quarter. Stonebridge Capital Advisors LLC boosted its holdings in Fiserv by 2.3% in the second quarter. Stonebridge Capital Advisors LLC now owns 4,318 shares of the business services provider's stock valued at $744,000 after purchasing an additional 98 shares during the last quarter. Quent Capital LLC boosted its holdings in Fiserv by 5.6% in the third quarter. Quent Capital LLC now owns 2,199 shares of the business services provider's stock valued at $284,000 after purchasing an additional 116 shares during the last quarter. Bison Wealth LLC boosted its holdings in Fiserv by 5.3% in the fourth quarter. Bison Wealth LLC now owns 2,299 shares of the business services provider's stock valued at $472,000 after purchasing an additional 116 shares during the last quarter. Finally, Integral Investment Advisors Inc. boosted its holdings in Fiserv by 1.7% in the third quarter. Integral Investment Advisors Inc. now owns 8,547 shares of the business services provider's stock valued at $1,102,000 after purchasing an additional 142 shares during the last quarter. 90.98% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the stock. Compass Point lowered their price target on shares of Fiserv from $78.00 to $75.00 and set a "neutral" rating on the stock in a report on Wednesday, February 11th. Tigress Financial reaffirmed a "buy" rating and issued a $95.00 price target on shares of Fiserv in a report on Wednesday, March 11th. Loop Capital assumed coverage on shares of Fiserv in a report on Tuesday, March 31st. They issued a "hold" rating and a $62.00 price target on the stock. Jefferies Financial Group upped their price target on shares of Fiserv from $60.00 to $65.00 and gave the company a "hold" rating in a report on Wednesday, January 21st. Finally, The Goldman Sachs Group lowered their price target on shares of Fiserv from $79.00 to $70.00 and set a "neutral" rating on the stock in a report on Monday, April 13th. 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 stock. According to MarketBeat.com, the company currently has a consensus rating of "Hold" and an average price target of $92.41.

Fiserv Price Performance

FISV opened at $62.14 on Monday. Fiserv, Inc. has a twelve month low of $52.91 and a twelve month high of $191.91. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 1.08. The company has a 50-day moving average price of $59.26 and a 200 day moving average price of $67.00. The company has a market cap 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 (NASDAQ:FISV - Get Free Report) last released its quarterly earnings results on Tuesday, February 10th. The business services provider reported $1.99 earnings per share for the quarter, topping the consensus estimate of $1.90 by $0.09. Fiserv had a net margin of 16.42% and a return on equity of 18.39%. The firm had revenue of $4.90 billion during the quarter, compared to the consensus estimate of $4.78 billion. During the same quarter in the prior year, the firm earned $2.51 EPS. The company's revenue for the quarter was up .6% on a year-over-year basis. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Sell-side analysts expect that Fiserv, Inc. will post 8.11 earnings per share for the current fiscal year.

Fiserv 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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