Dudley & Shanley Inc. Cuts Stock Position in Fiserv, Inc. $FISV

Key Points

• Dudley & Shanley cut its Fiserv position by 23.2% in the second quarter, selling 33,365 shares and retaining 110,558 shares worth approximately $5.42 million. Institutional investors collectively own 90.98% of Fiserv.
• Fiserv missed second-quarter expectations, reporting adjusted EPS of $1.84 versus $1.91 expected and revenue of $4.96 billion, down 4.1% year over year. Management lowered 2026 adjusted EPS guidance to $7.20–$7.40 and now expects organic revenue to be flat or decline 1%.
• Analyst sentiment remains mixed but centers on a “Hold” consensus, with a $74.60 average target price; several firms recently reduced their targets. CFO Paul Todd bought nearly $500,000 of Fiserv shares, providing a modest positive insider signal.

Dudley & Shanley Inc. lessened its holdings in Fiserv, Inc. (NASDAQ:FISV - Free Report) by 23.2% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 110,558 shares of the business services provider's stock after selling 33,365 shares during the period. Fiserv makes up about 0.8% of Dudley & Shanley Inc.'s investment portfolio, making the stock its 29th largest position. Dudley & Shanley Inc.'s holdings in Fiserv were worth $5,423,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Oakworth Capital Inc. purchased a new position in Fiserv in the fourth quarter worth about $25,000. Private Wealth Asset Management LLC purchased a new stake in Fiserv during the fourth quarter valued at approximately $25,000. Kimelman & Baird LLC purchased a new stake in Fiserv during the fourth quarter valued at approximately $27,000. Goodman Advisory Group LLC bought a new stake in shares of Fiserv in the 4th quarter valued at approximately $27,000. Finally, Tripletail Wealth Management LLC purchased a new position in shares of Fiserv in the 4th quarter worth approximately $27,000. Hedge funds and other institutional investors own 90.98% of the company's stock.

Insider Activity at Fiserv

In related news, CFO Paul M. Todd bought 10,060 shares of Fiserv stock in a transaction dated Wednesday, June 17th. The shares were acquired at an average cost of $49.70 per share, with a total value of $499,982.00. Following the completion of the transaction, the chief financial officer owned 184,107 shares in the company, valued at $9,150,117.90. The trade was a 5.78% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Company insiders own 0.06% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on FISV. Keefe, Bruyette & Woods cut their target price on Fiserv from $70.00 to $65.00 and set an "outperform" rating on the stock in a research report on Friday. Susquehanna dropped their price objective on shares of Fiserv from $91.00 to $85.00 and set a "positive" rating for the company in a research note on Friday. Citigroup reiterated a "neutral" rating and set a $57.00 price objective (down from $60.00) on shares of Fiserv in a research report on Friday, July 10th. Loop Capital reduced their target price on shares of Fiserv from $63.00 to $62.00 and set a "hold" rating on the stock in a research note on Friday, May 15th. Finally, Robert W. Baird set a $78.00 target price on shares of Fiserv in a report on Wednesday, May 6th. Six investment analysts have rated the stock with a Buy rating, twenty-six have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus target price of $74.60.

Fiserv News Roundup

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Despite lowering its target, Susquehanna maintained a “positive” rating and set an $85 target, implying substantial potential upside from recent levels. Keefe, Bruyette & Woods also retained an “outperform” rating with a $65 target. Benzinga analyst ratings
• Positive Sentiment: Recent insider activity has been supportive, with several company executives and directors reportedly purchasing FISV shares rather than selling them. This may signal that insiders view the selloff as excessive, although it does not offset the weaker operating outlook.
• Neutral Sentiment: JPMorgan reduced its price target from $62 to $60 and moved to a “neutral” rating, while TD Cowen cut its target from $63 to $55 and assigned a “hold” rating. The targets remain above the recent share price, but the reductions indicate lower near-term confidence. Benzinga analyst ratings
• Neutral Sentiment: New CEO Takis Georgakopoulos is attempting to reset expectations, with management emphasizing technology investment and a potential recovery in 2027. Investors may view the longer-term rebound opportunity positively, but it depends on improved execution and renewed client spending. Fiserv’s New CEO Resets Guidance as Headwinds Hit Growth
• Negative Sentiment: Fiserv missed second-quarter earnings and revenue expectations. Adjusted EPS was $1.84, below estimates and down from $2.47 a year earlier, while revenue declined year over year amid margin pressure. FISV Q2 Earnings Miss Estimates on Margin Pressure
• Negative Sentiment: Management cut 2026 adjusted EPS guidance to $7.20–$7.40 from $8.00–$8.30 and changed its organic revenue forecast from 1%–3% growth to flat or down 1%. Delayed client projects, weaker Argentine conditions, softer hardware sales and increased technology spending are weighing on results. FISV Q2 Earnings Call Resets Outlook

Fiserv Price Performance

Shares of FISV opened at $52.41 on Monday. The firm has a fifty day moving average price of $51.77 and a 200-day moving average price of $56.70. The company has a current ratio of 1.04, a quick ratio of 1.06 and a debt-to-equity ratio of 0.99. The firm has a market capitalization of $27.95 billion, a P/E ratio of 10.06, a P/E/G ratio of 1.64 and a beta of 0.80. Fiserv, Inc. has a 12-month low of $47.04 and a 12-month high of $140.42.

Fiserv (NASDAQ:FISV - Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The business services provider reported $1.84 EPS for the quarter, missing the consensus estimate of $1.91 by ($0.07). Fiserv had a return on equity of 15.80% and a net margin of 13.42%.The company had revenue of $4.96 billion during the quarter, compared to analysts' expectations of $5.04 billion. The firm's revenue was down 4.1% on a year-over-year basis. Equities research analysts expect that Fiserv, Inc. will post 7.3 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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