Commonwealth Equity Services LLC Has $15.07 Million Stake in Fiserv, Inc. $FISV

Commonwealth Equity Services LLC boosted its position in shares of Fiserv, Inc. (NASDAQ:FISV) by 18.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 116,898 shares of the business services provider’s stock after buying an additional 18,200 shares during the period. Commonwealth Equity Services LLC’s holdings in Fiserv were worth $15,072,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of FISV. Norges Bank acquired a new stake in Fiserv in the second quarter valued at approximately $1,252,260,000. Amundi raised its position in shares of Fiserv by 27.2% during the second quarter. Amundi now owns 3,781,665 shares of the business services provider’s stock worth $652,148,000 after purchasing an additional 807,916 shares during the period. Legal & General Group Plc raised its holdings in shares of Fiserv by 1.1% in the 2nd quarter. Legal & General Group Plc now owns 3,506,096 shares of the business services provider’s stock worth $604,486,000 after acquiring an additional 39,036 shares during the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA boosted its holdings in Fiserv by 1.3% during the 2nd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 2,811,906 shares of the business services provider’s stock worth $484,801,000 after acquiring an additional 35,524 shares during the last quarter. Finally, Franklin Resources Inc. boosted its stake in shares of Fiserv by 34.7% in the 2nd quarter. Franklin Resources Inc. now owns 2,641,827 shares of the business services provider’s stock worth $455,478,000 after buying an additional 680,743 shares during the last quarter. Institutional investors and hedge funds own 90.98% of the company’s stock.

Insider Buying and Selling

In other news, insider Adam L. Rosman bought 7,900 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was bought at an average price of $63.19 per share, with a total value of $499,201.00. Following the acquisition, the insider owned 61,285 shares of the company’s stock, valued at approximately $3,872,599.15. This represents a 14.80% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Paul M. Todd purchased 17,000 shares of the stock in a transaction that occurred on Monday, December 1st. The stock was acquired at an average cost of $62.41 per share, for a total transaction of $1,060,970.00. Following the completion of the acquisition, the chief financial officer owned 24,453 shares in the company, valued at $1,526,111.73. This represents a 228.10% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders have purchased 34,900 shares of company stock valued at $2,211,971. 1.00% of the stock is owned by company insiders.

Fiserv Stock Performance

FISV stock opened at $69.85 on Friday. The stock’s 50 day simple moving average is $65.36 and its 200 day simple moving average is $112.80. Fiserv, Inc. has a 12-month low of $59.56 and a 12-month high of $238.59. The stock has a market capitalization of $37.97 billion, a PE ratio of 10.80, a price-to-earnings-growth ratio of 2.80 and a beta of 0.80. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 1.15.

Fiserv (NASDAQ:FISV) last issued its quarterly earnings data on Tuesday, March 26th. The business services provider reported $1.91 earnings per share for the quarter. The company had revenue of $4.32 billion for the quarter. Fiserv had a net margin of 17.05% and a return on equity of 19.47%. Fiserv has set its FY 2025 guidance at 8.500-8.600 EPS. As a group, research analysts forecast that Fiserv, Inc. will post 10.23 earnings per share for the current fiscal year.

Key Stories Impacting Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Partnership with Microsoft to accelerate AI adoption — Fiserv announced a strategic collaboration to deploy Microsoft 365 Copilot and Azure Foundry across its platforms and workforce, which investors view as a catalyst to improve product competitiveness, developer productivity and time-to-market for AI features. Article Title
• Positive Sentiment: New merchant analytics product (Unknown Shopper) launched — Fiserv unveiled Unknown Shopper to help merchants better understand in-store customers, expanding its merchant services and data monetization opportunities. Article Title
• Positive Sentiment: Biometric payments added to Clover checkout — Embedding biometric payments into Clover can drive differentiation and increased terminal usage among merchants, supporting revenue expansion in payments hardware/software. Article Title
• Neutral Sentiment: Analyst and market commentary on valuation and recovery potential — Several pieces assess whether the stock has bottomed and revalue Fiserv after product/AI news; these shape sentiment but don’t change fundamentals immediately. Article Title
• Negative Sentiment: Analysts expect a double‑digit profit dip in the upcoming quarter — Earnings previews warn of weaker near‑term profit, which is the primary downside risk to the rally and could pressure shares when the company reports. Article Title
• Negative Sentiment: High-profile skepticism and long-term share decline — Negative commentary (e.g., Jim Cramer) and a roughly 60%+ one‑year decline highlight investor wariness; the stock still trades well below its 200‑day average, signaling persistent risk. Article Title

Analysts Set New Price Targets

FISV has been the topic of several research analyst reports. B. Riley downgraded Fiserv from a “buy” rating to a “neutral” rating in a research note on Wednesday, October 29th. Argus reissued a “hold” rating on shares of Fiserv in a research note on Thursday, October 30th. BNP Paribas Exane reaffirmed a “neutral” rating and issued a $62.00 target price on shares of Fiserv in a research note on Wednesday, November 5th. Seaport Res Ptn lowered Fiserv from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, October 29th. Finally, Oppenheimer reissued an “outperform” rating and issued a $91.00 target price on shares of Fiserv in a research note on Thursday, October 30th. Ten research analysts have rated the stock with a Buy rating, twenty-three have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, Fiserv currently has a consensus rating of “Hold” and an average price target of $114.42.

About Fiserv

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.