Hemenway Trust Co LLC Purchases Shares of 192,132 Fiserv, Inc. $FISV

Key Points

• Hemenway Trust Co LLC purchased a new stake of 192,132 shares (about $12.9M) in Fiserv during Q4, joining other large institutional moves (Vanguard’s new ~$3.5B position); institutional investors now own roughly 90.98% of the stock.
• Fiserv reported Q1 adjusted EPS $1.79 (beat $1.57) but revenue declined ~2% year‑over‑year and organic revenue fell ~4%, driving margin concerns and an ~8.8% stock drop despite the company reaffirming FY26 guidance of $8.00–$8.30.
• Analysts remain cautious with a consensus "Hold" rating and a $92.14 consensus target, and several firms have recently trimmed price targets.

Hemenway Trust Co LLC purchased a new stake in shares of Fiserv, Inc. (NASDAQ:FISV - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 192,132 shares of the business services provider's stock, valued at approximately $12,906,000.

A number of other hedge funds have also bought and sold shares of FISV. Vanguard Group Inc. acquired a new position in Fiserv during the 4th quarter valued at approximately $3,507,063,000. Capital World Investors increased its stake 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 worth $3,324,073,000 after acquiring an additional 6,714,536 shares during the period. Pittenger & Anderson Inc. acquired a new stake in shares of Fiserv in the fourth quarter worth $193,349,000. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA acquired a new stake in shares of Fiserv in the fourth quarter worth $174,502,000. Finally, Barclays PLC increased its stake in shares of Fiserv by 116.0% in the third 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. Institutional investors and hedge funds own 90.98% of the company's stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on FISV shares. Cantor Fitzgerald reiterated a "neutral" rating and issued a $70.00 price objective on shares of Fiserv in a research note on Wednesday, March 11th. BNP Paribas Exane cut their price objective on shares of Fiserv from $64.00 to $63.00 and set a "neutral" rating on the stock in a research note on Friday, April 10th. Loop Capital started coverage on shares of Fiserv in a research note on Tuesday, March 31st. They issued a "hold" rating and a $62.00 price objective on the stock. Stephens cut their price objective on shares of Fiserv from $75.00 to $70.00 and set an "equal weight" rating on the stock in a research note on Wednesday, February 11th. Finally, Weiss Ratings raised Fiserv from a "sell (d)" rating to a "sell (d+)" rating in a report on Friday. Eight equities research analysts have rated the stock with a Buy rating, twenty-seven have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus target price of $92.14.

Fiserv Stock Down 8.8%

FISV stock opened at $57.28 on Wednesday. The firm has a market cap of $30.58 billion, a PE ratio of 9.03, a P/E/G ratio of 1.95 and a beta of 0.84. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.03 and a current ratio of 1.03. The firm's fifty day moving average is $59.18 and its 200 day moving average is $66.55. Fiserv, Inc. has a one year low of $52.91 and a one year high of $191.91.

Fiserv (NASDAQ:FISV - Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The business services provider reported $1.79 EPS for the quarter, beating the consensus estimate of $1.57 by $0.22. The company had revenue of $4.68 billion for the quarter, compared to analyst estimates of $4.73 billion. Fiserv had a net margin of 16.42% and a return on equity of 18.39%. The company's quarterly revenue was down 2.0% on a year-over-year basis. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. On average, research analysts forecast that Fiserv, Inc. will post 8.11 EPS for the current year.

Fiserv News Roundup

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Q1 EPS beat consensus — Fiserv reported adjusted EPS of $1.79, above estimates, helped by a ~17¢ tax benefit; that beat temporarily offsets some concerns about revenue weakness. Article Title
• Positive Sentiment: Company reaffirmed FY26 guidance — Fiserv issued adjusted EPS guidance of $8.00–$8.30 and affirmed its organic revenue growth outlook (1%–3%), which limits downside vs. a full guidance cut. Article Title
• Positive Sentiment: Product/GMV bright spots — Clover-driven GMV and product launches (e.g., CashFlow Central within Experience Digital) continue to show pockets of growth that support longer-term revenue opportunities. Article Title
• Neutral Sentiment: Analyst stance remains cautious — William Blair (and other coverage) is maintaining a Hold/neutral view, citing persistent competitive pressures that limit upside even if growth returns. Article Title
• Neutral Sentiment: Unusual options activity — volume in call options spiked intraday, indicating elevated trader/speculator interest that could increase intraday volatility.
• Negative Sentiment: Revenue miss / organic decline — GAAP revenue fell ~2% and organic revenue declined ~4% y/y; financial solutions and core banking attrition were cited as drivers of the weakness. This is the primary reason investors are selling. Article Title Article Title
• Negative Sentiment: Margins pressured and EPS beat partly one-time — margins contracted and the EPS beat was aided by tax effects, prompting concern that core operating performance is weaker than headline EPS suggests. Article Title
• Negative Sentiment: Market reaction and sentiment shift — despite the EPS beat, several outlets and analysts flagged the revenue decline and conservative tone; headlines and downgrades drove selling pressure today. Article Title

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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