Freestone Capital Holdings LLC Purchases New Holdings in Fiserv, Inc. $FISV

Key Points

• Freestone Capital Holdings LLC initiated a new stake in Fiserv in Q4, purchasing 52,786 shares valued at about $3.55 million, while institutional investors collectively own roughly 90.98% of the company.
• Fiserv beat expectations for the quarter with $1.99 EPS (vs. $1.90 expected) and $4.90 billion in revenue (vs. $4.78 billion), and issued FY2026 guidance of $8.00–$8.30 EPS.
• Analyst sentiment is mixed—MarketBeat shows a consensus "Hold" rating with a $103.74 average price target—while the stock trades around $58.79 with a P/E of 9.27, well below the consensus target.

Freestone Capital Holdings LLC purchased a new stake in Fiserv, Inc. (NASDAQ:FISV - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 52,786 shares of the business services provider's stock, valued at approximately $3,546,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Capital World Investors increased its holdings in shares of Fiserv by 35.2% in 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 purchasing an additional 6,714,536 shares in the last quarter. Legal & General Group Plc grew its holdings in Fiserv by 3.8% during the 3rd quarter. Legal & General Group Plc now owns 3,638,031 shares of the business services provider's stock worth $469,051,000 after acquiring an additional 131,935 shares during the period. Barclays PLC grew its holdings in Fiserv by 116.0% during the 3rd quarter. Barclays PLC now owns 3,528,906 shares of the business services provider's stock worth $454,982,000 after acquiring an additional 1,895,349 shares during the period. Dimensional Fund Advisors LP grew its holdings in Fiserv by 24.0% during the 3rd quarter. Dimensional Fund Advisors LP now owns 3,138,413 shares of the business services provider's stock worth $404,687,000 after acquiring an additional 607,213 shares during the period. Finally, Loring Wolcott & Coolidge Fiduciary Advisors LLP MA grew its holdings in Fiserv by 3.9% during 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 acquiring an additional 109,427 shares during the period. Institutional investors and hedge funds own 90.98% of the company's stock.

Fiserv Trading Up 4.8%

FISV opened at $58.79 on Tuesday. The stock has a market capitalization of $31.39 billion, a P/E ratio of 9.27, a P/E/G ratio of 1.74 and a beta of 0.79. Fiserv, Inc. has a 12 month low of $52.91 and a 12 month high of $221.50. The firm's fifty day simple moving average is $58.85 and its 200 day simple moving average is $72.87. 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 (NASDAQ:FISV - Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The business services provider reported $1.99 EPS for the quarter, beating the consensus estimate of $1.90 by $0.09. The business had revenue of $4.90 billion for the quarter, compared to analysts' expectations of $4.78 billion. Fiserv had a net margin of 16.42% and a return on equity of 18.39%. The firm's revenue was up .6% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.51 EPS. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. As a group, research analysts anticipate that Fiserv, Inc. will post 10.23 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the stock. Weiss Ratings reissued a "sell (d+)" rating on shares of Fiserv in a research report on Monday, December 29th. Northcoast Research cut shares of Fiserv from a "buy" rating to a "neutral" rating in a research report on Monday, February 2nd. Wells Fargo & Company reduced their price target on shares of Fiserv from $72.00 to $62.00 and set an "equal weight" rating on the stock in a research report on Friday, March 27th. Raymond James Financial cut shares of Fiserv from an "outperform" rating to a "market perform" rating in a research report on Thursday, March 26th. Finally, Zacks Research raised shares of Fiserv from a "strong sell" rating to a "hold" rating in a research report on Wednesday, January 14th. Nine equities research analysts have rated the stock with a Buy rating, twenty-six have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Fiserv currently has an average rating of "Hold" and a consensus price target of $103.74.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.