Windward Capital Management Co. CA Acquires Shares of 195,936 Fiserv, Inc. $FISV

Key Points

• Windward Capital Management Co. CA acquired 195,936 shares of Fiserv (NASDAQ:FISV) in Q4, a new stake valued at about $13.16 million that represents 1.0% of Windward's holdings and is its 28th largest position.
• Fiserv beat expectations for the latest quarter with $1.99 EPS vs. $1.90 expected and $4.90B revenue vs. $4.78B expected, and set FY2026 guidance of 8.00–8.30 EPS (analysts forecast ~8.11 EPS).
• The stock carries an average analyst rating of "Hold" with a $96.63 average price target; shares opened at $61.55, trade in a 12‑month range of $52.91–$198.68, and the company has a market cap of about $32.86 billion and a P/E of 9.71.

Windward Capital Management Co. CA acquired a new stake in Fiserv, Inc. (NASDAQ:FISV - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 195,936 shares of the business services provider's stock, valued at approximately $13,161,000. Fiserv makes up 1.0% of Windward Capital Management Co. CA's holdings, making the stock its 28th biggest holding.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC grew its position in shares of Fiserv by 91.9% in the fourth quarter. Brighton Jones LLC now owns 4,245 shares of the business services provider's stock valued at $872,000 after purchasing an additional 2,033 shares during the period. Bison Wealth LLC lifted its stake in Fiserv by 5.3% in the 4th 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 in the last quarter. Schnieders Capital Management LLC. lifted its stake in Fiserv by 21.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,782 shares of the business services provider's stock valued at $480,000 after buying an additional 483 shares in the last quarter. Jump Financial LLC acquired a new stake in Fiserv in the 2nd quarter worth about $1,001,000. Finally, Gamco Investors INC. ET AL increased its stake in Fiserv by 7.2% during the 2nd quarter. Gamco Investors INC. ET AL now owns 5,200 shares of the business services provider's stock worth $897,000 after buying an additional 350 shares in the last quarter. Hedge funds and other institutional investors own 90.98% of the company's stock.

Fiserv Price Performance

Fiserv stock opened at $61.55 on Friday. Fiserv, Inc. has a 12 month low of $52.91 and a 12 month high of $198.68. 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 business has a 50 day simple moving average of $59.23 and a 200-day simple moving average of $69.99. The stock has a market capitalization of $32.86 billion, a PE ratio of 9.71, a price-to-earnings-growth ratio of 1.96 and a beta of 0.79.

Fiserv (NASDAQ:FISV - Get Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The business services provider reported $1.99 earnings per share for the quarter, beating analysts' consensus estimates 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 the consensus estimate of $4.78 billion. During the same period in the previous year, the business earned $2.51 earnings per share. The company's revenue for the quarter was up .6% compared to the same quarter last year. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Equities analysts predict that Fiserv, Inc. will post 8.11 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the company. Loop Capital initiated coverage on Fiserv in a research report on Tuesday, March 31st. They issued a "hold" rating and a $62.00 target price on the stock. Stephens decreased their price objective on Fiserv from $75.00 to $70.00 and set an "equal weight" rating on the stock in a report on Wednesday, February 11th. TD Cowen reissued a "hold" rating on shares of Fiserv in a research note on Monday, January 12th. Keefe, Bruyette & Woods cut their price objective on Fiserv from $80.00 to $75.00 and set an "outperform" rating on the stock in a research report on Tuesday, April 7th. Finally, JPMorgan Chase & Co. reduced their target price on shares of Fiserv from $85.00 to $75.00 and set a "neutral" rating on the stock in a report on Wednesday, February 11th. Eight investment analysts have rated the stock with a Buy rating, twenty-seven have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company has an average rating of "Hold" and an average price target of $96.63.

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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