M&T Bank Corp Invests $6.49 Million in Fiserv, Inc. $FISV

Key Points

• M&T Bank Corp acquired a new position in Fiserv of 96,603 shares valued at approximately $6.49 million in the fourth quarter, and institutional investors now own about 90.98% of the stock.
• Fiserv reported Q1 adjusted EPS of $1.79, beating estimates partly due to a ~17¢ tax benefit, but revenue fell to $4.68 billion (a miss) with organic revenue down ~4% and margins pressured; the company reaffirmed FY26 guidance of $8.00–$8.30, while the stock dropped roughly 8.8%.
• Wall Street remains cautious — MarketBeat shows a consensus "Hold" rating (8 Buys, 27 Holds, 1 Sell) and a $92.14 price target, with several analysts trimming targets or maintaining neutral views amid competitive headwinds.

M&T Bank Corp acquired a new position in Fiserv, Inc. (NASDAQ:FISV - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 96,603 shares of the business services provider's stock, valued at approximately $6,488,000.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. acquired a new position in Fiserv during the 4th quarter valued at $3,507,063,000. Capital World Investors raised its stake in Fiserv by 35.2% during the 3rd 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 during the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA acquired a new position in Fiserv during the 4th quarter valued at $174,502,000. Barclays PLC raised its stake in Fiserv by 116.0% during the 3rd quarter. Barclays PLC now owns 3,528,906 shares of the business services provider's stock valued at $454,982,000 after purchasing an additional 1,895,349 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. acquired a new position in Fiserv during the 4th quarter valued at $87,458,000. 90.98% of the stock is currently owned by institutional investors and hedge funds.

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Key Fiserv News

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 Trading Down 8.8%

Shares of Fiserv stock opened at $57.28 on Wednesday. The firm has a market capitalization of $30.58 billion, a PE ratio of 9.03, a price-to-earnings-growth ratio of 1.95 and a beta of 0.84. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.03 and a quick ratio of 1.03. The company's fifty day moving average price is $59.18 and its two-hundred day moving average price is $66.55. Fiserv, Inc. has a 52-week low of $52.91 and a 52-week high of $191.91.

Fiserv (NASDAQ:FISV - Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The business services provider reported $1.79 earnings per share (EPS) for the quarter, beating 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 net margin of 16.42% and a return on equity of 18.39%. The business's revenue for the quarter was down 2.0% compared to the same quarter last year. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. On average, analysts expect that Fiserv, Inc. will post 8.11 EPS for the current year.

Wall Street Analysts Forecast Growth

FISV has been the subject of several research analyst reports. Northcoast Research cut shares of Fiserv from a "buy" rating to a "neutral" rating in a research note on Monday, February 2nd. UBS Group cut their target price on shares of Fiserv from $75.00 to $70.00 and set a "neutral" rating for the company in a research note on Wednesday, February 11th. Tigress Financial reiterated a "buy" rating and set a $95.00 target price on shares of Fiserv in a research note on Wednesday, March 11th. Cantor Fitzgerald reiterated a "neutral" rating and set a $70.00 target price on shares of Fiserv in a research note on Wednesday, March 11th. Finally, The Goldman Sachs Group cut their target price on shares of Fiserv from $79.00 to $70.00 and set a "neutral" rating for the company in a research note on Monday, April 13th. 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 data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $92.14.

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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