Mitsubishi UFJ Asset Management Co. Ltd. Makes New $75.23 Million Investment in Fiserv, Inc. $FISV

Key Points

• Mitsubishi UFJ Asset Management bought a new $75.23 million stake in Fiserv (1,147,041 shares), owning about 0.21% of the company amid roughly 90.98% institutional ownership.
• Fiserv’s Q1 showed an EPS beat ($1.79 vs. $1.57) but year-over-year revenue and net income declined, prompting multiple analyst cuts and a MarketBeat consensus of "Hold" with an average target of $87.48, while management set FY2026 guidance of $8.00–$8.30 EPS and the stock trades near $56.81.

Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in Fiserv, Inc. (NASDAQ:FISV - Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 1,147,041 shares of the business services provider's stock, valued at approximately $75,234,000. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.21% of Fiserv at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the company. Wulff Hansen & CO. acquired a new position in Fiserv during the 4th quarter valued at about $203,000. BOKF NA acquired a new position in shares of Fiserv during the fourth quarter valued at about $619,000. Sumitomo Mitsui DS Asset Management Company Ltd acquired a new position in shares of Fiserv during the fourth quarter valued at about $4,913,000. SBI Securities Co. Ltd. acquired a new position in shares of Fiserv during the fourth quarter valued at about $163,000. Finally, Alpha Cubed Investments LLC acquired a new position in shares of Fiserv during the fourth quarter valued at about $206,000. 90.98% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

FISV has been the topic of several recent analyst reports. Compass Point cut their price objective 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. Royal Bank Of Canada set a $75.00 price objective on shares of Fiserv and gave the company an "outperform" rating in a report on Wednesday. TD Cowen restated a "hold" rating on shares of Fiserv in a report on Monday, January 12th. B. Riley Financial cut their price objective on shares of Fiserv from $69.00 to $66.00 and set a "neutral" rating on the stock in a report on Wednesday. Finally, Loop Capital assumed coverage on shares of Fiserv in a report on Tuesday, March 31st. They set a "hold" rating and a $62.00 price objective on the stock. Eight equities research analysts have rated the stock with a Buy rating, twenty-seven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and an average target price of $87.48.

Key Fiserv News

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: New Brazil Clover manufacturing facility should support Clover hardware production, strengthen regional supply chain and reinforce growth focus in Latin America, a tangible execution item that underpins longer-term revenue opportunities. Fiserv Expands Global Manufacturing Footprint with New Clover Facility in Brazil
• Neutral Sentiment: Management calls this year a "transition year" — CEO cited new executive hires and cost cuts intended to revive growth; signals of restructuring and product rollout (Experience Digital, CashFlow Central) mean near-term pain but a plan for later recovery. Fiserv moves through ‘transition year’
• Neutral Sentiment: Investor/analyst commentary includes mixed takes — Mizuho cut its price target (still "outperform"), reflecting lower near-term conviction but retaining upside under its thesis. Benzinga coverage
• Neutral Sentiment: Michael Burry / market commentary comparing Fiserv to PayPal drew attention but is ambiguous for FISV’s near-term momentum — useful for sentiment but not a direct catalyst. Michael Burry says PYPL is cheap next to FISV...
• Negative Sentiment: Q1 results: EPS beat but revenue declined year-over-year and net income fell — the mismatch between EPS outperformance and weaker revenue triggered concern about growth sustainability. Fiserv (FISV) Is Down 7.0% After Softer Q1 Earnings
• Negative Sentiment: Analysts have cut forecasts and price targets after Q1: several firms lowered targets or ratings (BMO cut to Hold and $55 PT; B. Riley trimmed its PT; others reduced forecasts), increasing near-term selling pressure and headline risk. These Analysts Slash Their Forecasts On Fiserv After Q1 Results

Fiserv Stock Up 1.2%

Fiserv stock opened at $56.81 on Friday. The firm has a market cap of $30.33 billion, a price-to-earnings ratio of 9.63, a price-to-earnings-growth ratio of 1.74 and a beta of 0.84. Fiserv, Inc. has a 52 week low of $52.91 and a 52 week high of $191.91. The business's 50-day moving average price is $59.09 and its 200 day moving average price is $65.65. The company has a quick ratio of 1.03, a current ratio of 1.06 and a debt-to-equity ratio of 1.06.

Fiserv (NASDAQ:FISV - Get Free Report) last posted its earnings results on Tuesday, May 5th. The business services provider reported $1.79 EPS for the quarter, topping the consensus estimate of $1.57 by $0.22. The firm had revenue of $4.68 billion for the quarter, compared to analyst estimates of $4.73 billion. Fiserv had a return on equity of 17.46% and a net margin of 15.17%.The firm's revenue for the quarter was down 2.0% on a year-over-year basis. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. As a group, sell-side analysts anticipate that Fiserv, Inc. will post 8.13 earnings per share for the current year.

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.

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