Wilkins Investment Counsel Inc. Buys Shares of 117,157 Fiserv, Inc. $FISV

Key Points

• Wilkins Investment Counsel bought a new stake of 117,157 shares of Fiserv in Q4 (≈$7.87M), representing 1.1% of its holdings and the firm's 29th largest position.
• Other large institutions also increased exposure—Vanguard added a new stake worth ≈$3.51B and Capital World Investors now owns ~25.78M shares (~$3.32B)—with institutional ownership at about 90.98%.
• Fiserv beat Q4 estimates (EPS $1.99 vs. $1.90; revenue $4.90B vs. $4.78B), set FY2026 EPS guidance of 8.00–8.30, and trades at a market cap of ~$33.18B with a P/E of ~9.8 and a consensus analyst rating of Hold (average target $92.41).

Wilkins Investment Counsel Inc. bought a new stake in Fiserv, Inc. (NASDAQ:FISV - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 117,157 shares of the business services provider's stock, valued at approximately $7,869,000. Fiserv makes up 1.1% of Wilkins Investment Counsel Inc.'s holdings, making the stock its 29th biggest position.

Several other large investors also recently added to or reduced their stakes in the stock. Vanguard Group Inc. purchased a new stake in Fiserv in the 4th quarter valued at $3,507,063,000. Capital World Investors grew its holdings in Fiserv by 35.2% in 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 buying an additional 6,714,536 shares in the last quarter. Legal & General Group Plc grew its holdings in Fiserv by 3.8% in the 3rd quarter. Legal & General Group Plc now owns 3,638,031 shares of the business services provider's stock valued at $469,051,000 after buying an additional 131,935 shares in the last quarter. Barclays PLC grew its holdings in shares of Fiserv by 116.0% during the 3rd quarter. Barclays PLC now owns 3,528,906 shares of the business services provider's stock worth $454,982,000 after purchasing an additional 1,895,349 shares during the period. Finally, Dimensional Fund Advisors LP grew its holdings in shares of Fiserv by 24.0% during the 3rd quarter. Dimensional Fund Advisors LP now owns 3,138,413 shares of the business services provider's stock worth $404,687,000 after purchasing an additional 607,213 shares during the period. 90.98% of the stock is currently owned by hedge funds and other institutional investors.

Fiserv Price Performance

FISV opened at $62.14 on Friday. The stock's 50-day moving average price is $59.26 and its 200 day moving average price is $67.39. Fiserv, Inc. has a 12-month low of $52.91 and a 12-month high of $191.91. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 1.08. The firm has a market cap of $33.18 billion, a price-to-earnings ratio of 9.80, a PEG ratio of 1.93 and a beta of 0.84.

Fiserv (NASDAQ:FISV - Get Free Report) last posted its earnings results on Tuesday, February 10th. The business services provider reported $1.99 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.90 by $0.09. Fiserv had a return on equity of 18.39% and a net margin of 16.42%.The firm had revenue of $4.90 billion for the quarter, compared to analyst estimates of $4.78 billion. During the same quarter in the prior year, the company earned $2.51 EPS. Fiserv's revenue was up .6% 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 expect that Fiserv, Inc. will post 8.11 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on FISV shares. BMO Capital Markets started coverage on Fiserv in a report on Tuesday, April 21st. They set a "market perform" rating and a $65.00 price target for the company. Raymond James Financial cut Fiserv from an "outperform" rating to a "market perform" rating in a report on Thursday, March 26th. UBS Group lowered their price target on Fiserv from $75.00 to $70.00 and set a "neutral" rating for the company in a report on Wednesday, February 11th. TD Cowen reiterated a "hold" rating on shares of Fiserv in a report on Monday, January 12th. Finally, Wells Fargo & Company lowered their price target on Fiserv from $72.00 to $62.00 and set an "equal weight" rating for the company in a report on Friday, March 27th. Eight research analysts have rated the stock with a Buy rating, twenty-seven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Hold" and an average target price of $92.41.

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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