Oppenheimer & Co. Inc. Makes New Investment in Fiserv, Inc. $FISV

Key Points

• Oppenheimer & Co. acquired a new position of 28,329 shares in Fiserv during Q4, worth about $1.90 million, joining other institutional buyers in a stock that is roughly 90.98% institutionally owned.
• Fiserv beat Q1 EPS at $1.79 but missed on revenue ($4.68B) with organic revenue down ~4% y/y and margin pressure, and the stock fell about 8.8% even after the company reaffirmed FY26 EPS guidance of $8.00–$8.30.
• Analysts have pared targets and remain cautious—consensus is a Hold rating (8 Buys, 27 Holds, 1 Sell) with an average target price of $92.14.

Oppenheimer & Co. Inc. acquired a new position in shares of Fiserv, Inc. (NASDAQ:FISV - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 28,329 shares of the business services provider's stock, valued at approximately $1,903,000.

Several other large investors also recently added to or reduced their stakes in FISV. Citizens Financial Group Inc. RI bought a new position in shares of Fiserv during the fourth quarter valued at approximately $720,000. New York State Teachers Retirement System bought a new position in shares of Fiserv during the fourth quarter valued at approximately $35,952,000. North Star Investment Management Corp. bought a new position in shares of Fiserv during the fourth quarter valued at approximately $1,098,000. Jackson Hole Capital Partners LLC bought a new position in shares of Fiserv during the fourth quarter valued at approximately $762,000. Finally, State of New Jersey Common Pension Fund D bought a new position in shares of Fiserv during the fourth quarter valued at approximately $12,956,000. 90.98% of the stock is owned by institutional investors.

Fiserv Stock Down 8.8%

Shares of NASDAQ FISV opened at $57.28 on Wednesday. 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 has a market capitalization of $30.58 billion, a price-to-earnings ratio of 9.03, a PEG ratio of 1.95 and a beta of 0.84. The stock has a 50 day moving average price of $59.18 and a 200 day moving average price of $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 analysts' consensus estimates of $1.57 by $0.22. The firm had revenue of $4.68 billion during the quarter, compared to analyst estimates of $4.73 billion. Fiserv had a return on equity of 18.39% and a net margin of 16.42%.The company's revenue was down 2.0% compared to the same quarter last year. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Sell-side analysts expect that Fiserv, Inc. will post 8.11 earnings per share for the current year.

Analyst Ratings Changes

A number of research analysts have recently commented on FISV shares. The Goldman Sachs Group cut their target price on Fiserv from $79.00 to $70.00 and set a "neutral" rating on the stock in a research note on Monday, April 13th. Citigroup cut their target price on Fiserv from $68.00 to $60.00 and set a "neutral" rating on the stock in a research note on Thursday, April 9th. TD Cowen reaffirmed a "hold" rating on shares of Fiserv in a research note on Monday, January 12th. Tigress Financial reaffirmed a "buy" rating and set a $95.00 target price on shares of Fiserv in a research note on Wednesday, March 11th. Finally, UBS Group cut their target price on Fiserv from $75.00 to $70.00 and set a "neutral" rating on the stock in a research note on Wednesday, February 11th. Eight investment analysts have rated the stock with a Buy rating, twenty-seven have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the company has an average rating of "Hold" and a consensus target price of $92.14.

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 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.

Want to see what other hedge funds are holding FISV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Fiserv, Inc. (NASDAQ:FISV - Free Report).

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.