Exencial Wealth Advisors LLC Buys New Shares in Fiserv, Inc. $FISV

Key Points

• Exencial Wealth Advisors initiated a new position in Fiserv in Q4, buying 62,154 shares worth approximately $4.18 million, and institutional investors/hedge funds now own about 90.98% of the stock.
• Fiserv beat Q4 expectations with $1.99 EPS versus a $1.90 estimate and revenue of $4.90 billion, and it set FY2026 guidance of $8.00–8.30 EPS (consensus ~8.12).
• Several brokers have trimmed price targets and ratings recently, leaving a MarketBeat consensus rating of Hold and an average price target of $92.41; the stock trades with a market cap of about $32.9 billion, a PE of 9.72, and a 52-week range of $52.91–$191.91.

Exencial Wealth Advisors LLC purchased a new position in shares of Fiserv, Inc. (NASDAQ:FISV - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 62,154 shares of the business services provider's stock, valued at approximately $4,175,000.

Other institutional investors have also recently bought and sold shares of the company. True Wealth Design LLC increased its position in Fiserv by 3,750.0% during the third quarter. True Wealth Design LLC now owns 231 shares of the business services provider's stock worth $30,000 after buying an additional 225 shares during the last quarter. Redmont Wealth Advisors LLC acquired a new position in Fiserv during the third quarter worth approximately $30,000. Westfuller Advisors LLC acquired a new position in Fiserv during the third quarter worth approximately $36,000. WFA of San Diego LLC acquired a new position in Fiserv during the second quarter worth approximately $55,000. Finally, Davis Capital Management acquired a new position in Fiserv during the third quarter worth approximately $43,000. Institutional investors and hedge funds own 90.98% of the company's stock.

Fiserv Stock Up 0.5%

NASDAQ FISV opened at $61.60 on Wednesday. The business has a fifty day moving average price of $59.26 and a two-hundred day moving average price of $67.85. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.03 and a quick ratio of 1.03. Fiserv, Inc. has a fifty-two week low of $52.91 and a fifty-two week high of $191.91. The stock has a market capitalization of $32.89 billion, a PE ratio of 9.72, a PEG ratio of 1.90 and a beta of 0.79.

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 for the quarter, topping the consensus estimate of $1.90 by $0.09. Fiserv had a return on equity of 18.39% and a net margin of 16.42%.The firm had revenue of $4.90 billion during the quarter, compared to analysts' expectations of $4.78 billion. During the same period in the prior year, the company earned $2.51 earnings per share. The company's quarterly revenue was up .6% on a year-over-year basis. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Equities analysts expect that Fiserv, Inc. will post 8.12 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have weighed in on the company. Compass Point lowered their price target on Fiserv from $78.00 to $75.00 and set a "neutral" rating on the stock in a research report on Wednesday, February 11th. Northcoast Research downgraded Fiserv from a "buy" rating to a "neutral" rating in a research report on Monday, February 2nd. Wells Fargo & Company lowered their price target on Fiserv from $72.00 to $62.00 and set an "equal weight" rating on the stock in a research report on Friday, March 27th. JPMorgan Chase & Co. lowered their price target on Fiserv from $85.00 to $75.00 and set a "neutral" rating on the stock in a research report on Wednesday, February 11th. Finally, The Goldman Sachs Group lowered their price target on Fiserv from $79.00 to $70.00 and set a "neutral" rating on the stock in a research report on Monday, April 13th. Eight analysts have rated the stock with a Buy rating, twenty-seven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of "Hold" and a consensus price target of $92.41.

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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