Oak Family Advisors LLC Takes Position in Fiserv, Inc. $FISV

Key Points

• Oak Family Advisors opened a new position in Fiserv in Q4, buying 44,186 shares valued at about $2.97 million, according to its latest 13F filing.
• Q1 results showed EPS of $1.79 beating estimates but revenue fell 2% year-over-year to $4.68 billion and net income declined; Fiserv set FY2026 guidance of $8.00–$8.30 EPS.
• Following the quarter, several analysts cut targets and ratings—MarketBeat consensus is a "Hold" with a $87.48 price target—and institutional investors now own roughly 90.98% of the stock.

Oak Family Advisors LLC acquired a new stake in Fiserv, Inc. (NASDAQ:FISV - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 44,186 shares of the business services provider's stock, valued at approximately $2,968,000.

Several other institutional investors have also modified their holdings of the company. Jacobsen Capital Management lifted its holdings in shares of Fiserv by 5.8% in the third quarter. Jacobsen Capital Management now owns 1,767 shares of the business services provider's stock valued at $228,000 after buying an additional 97 shares during the period. Stonebridge Capital Advisors LLC lifted its holdings in shares of Fiserv by 2.3% in the second quarter. Stonebridge Capital Advisors LLC now owns 4,318 shares of the business services provider's stock valued at $744,000 after buying an additional 98 shares during the period. Quent Capital LLC lifted its holdings in shares of Fiserv by 5.6% in the third quarter. Quent Capital LLC now owns 2,199 shares of the business services provider's stock valued at $284,000 after buying an additional 116 shares during the period. Bison Wealth LLC lifted its holdings in shares of Fiserv by 5.3% in the fourth quarter. Bison Wealth LLC now owns 2,299 shares of the business services provider's stock valued at $472,000 after buying an additional 116 shares during the period. Finally, Hemington Wealth Management lifted its holdings in shares of Fiserv by 16.8% in the third quarter. Hemington Wealth Management now owns 1,003 shares of the business services provider's stock valued at $129,000 after buying an additional 144 shares during the period. Institutional investors and hedge funds own 90.98% of the company's stock.

Trending Headlines about Fiserv

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

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on FISV. BMO Capital Markets initiated coverage on Fiserv in a report on Tuesday, April 21st. They issued a "market perform" rating and a $65.00 price objective for the company. Stephens reduced their target price on Fiserv from $75.00 to $70.00 and set an "equal weight" rating for the company in a report on Wednesday, February 11th. Mizuho reduced their target price on Fiserv from $100.00 to $90.00 and set an "outperform" rating for the company in a report on Wednesday. Jefferies Financial Group upped their target price on Fiserv from $60.00 to $65.00 and gave the company a "hold" rating in a report on Wednesday, January 21st. Finally, Truist Financial reduced their target price on Fiserv from $65.00 to $64.00 and set a "hold" rating for the company in a report on Friday, April 24th. Eight equities research analysts have rated the stock with a Buy rating, twenty-seven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $87.48.

Fiserv Trading Up 1.2%

Shares of NASDAQ FISV opened at $56.81 on Friday. Fiserv, Inc. has a 12 month low of $52.91 and a 12 month high of $191.91. The company has a market cap of $30.33 billion, a price-to-earnings ratio of 9.63, a P/E/G ratio of 1.74 and a beta of 0.84. The company has a quick ratio of 1.03, a current ratio of 1.06 and a debt-to-equity ratio of 1.06. The business has a fifty day simple moving average of $59.09 and a 200-day simple moving average of $65.65.

Fiserv (NASDAQ:FISV - Get Free Report) last announced its 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 business had revenue of $4.68 billion during the quarter, compared to the consensus estimate of $4.73 billion. Fiserv had a return on equity of 17.46% and a net margin of 15.17%.Fiserv'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. Sell-side analysts predict that Fiserv, Inc. will post 8.13 EPS for the current year.

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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