Caprock Group LLC Acquires New Position in Fiserv, Inc. $FISV

Caprock Group LLC purchased a new position in Fiserv, Inc. (NASDAQ:FISV) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 36,158 shares of the business services provider’s stock, valued at approximately $4,996,000.

A number of other institutional investors have also recently made changes to their positions in the stock. Sound Income Strategies LLC purchased a new stake in shares of Fiserv in the 3rd quarter worth about $28,000. True Wealth Design LLC grew its stake in shares of Fiserv by 3,750.0% in the 3rd quarter. True Wealth Design LLC now owns 231 shares of the business services provider’s stock worth $30,000 after buying an additional 225 shares during the last quarter. Clear Street LLC purchased a new stake in shares of Fiserv in the second quarter worth $34,000. Westfuller Advisors LLC bought a new stake in Fiserv during the 3rd quarter valued at about $36,000. Finally, Golden State Wealth Management LLC increased its position in shares of Fiserv by 960.9% during the second quarter. Golden State Wealth Management LLC now owns 244 shares of the business services provider’s stock valued at $42,000 after acquiring an additional 221 shares in the last quarter. Hedge funds and other institutional investors own 90.98% of the company’s stock.

Key Stories Impacting Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Q4 EPS beat consensus — Fiserv reported non‑GAAP EPS of $1.99 versus the $1.90 consensus, with management citing expense discipline and progress on its OneFiserv plan. Read More.
• Neutral Sentiment: Revenue reaction was mixed — Fiserv reported $4.90B of revenue (variously described as in‑line or slightly below some street estimates), which produced an initial positive market response but left questions on underlying growth. Read More.
• Neutral Sentiment: Short‑interest/ownership moves — January short interest fell to ~16.74M shares (about 3.1% of float), reducing immediate short‑squeeze risk; some data feeds afterward showed inconsistent short‑interest figures (likely a reporting glitch).
• Negative Sentiment: 2026 guidance is slightly cautious — Fiserv set FY2026 EPS guidance of $8.00–$8.30, roughly in line but a touch below some consensus expectations and framed as a “transition” year, which trimmed upside for growth‑oriented holders. Read More.
• Negative Sentiment: Analysts trimmed targets / kept neutral outlook — UBS and Stephens cut price targets to $70 (neutral/equal weight), and B. Riley lowered its target to $72 while keeping a neutral rating, removing some analyst support for a strong near‑term rebound. Read More.
• Negative Sentiment: Fund selling reported — Matrix Asset Management disclosed selling FISV following prior earnings weakness, which can add downward pressure if larger holders reallocate. Read More.

Insider Buying and Selling at Fiserv

In related news, insider Adam L. Rosman acquired 7,900 shares of the stock in a transaction dated Tuesday, December 2nd. The stock was acquired at an average cost of $63.19 per share, with a total value of $499,201.00. Following the completion of the transaction, the insider owned 61,285 shares in the company, valued at $3,872,599.15. This represents a 14.80% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CFO Paul M. Todd purchased 17,000 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The shares were bought at an average cost of $62.41 per share, with a total value of $1,060,970.00. Following the completion of the acquisition, the chief financial officer owned 24,453 shares of the company’s stock, valued at approximately $1,526,111.73. This trade represents a 228.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders own 1.00% of the company’s stock.

Fiserv Price Performance

Shares of NASDAQ FISV opened at $62.11 on Thursday. Fiserv, Inc. has a 12 month low of $57.79 and a 12 month high of $238.59. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.03 and a quick ratio of 1.08. The firm’s 50 day simple moving average is $66.07 and its 200-day simple moving average is $96.42. The stock has a market capitalization of $33.76 billion, a price-to-earnings ratio of 9.80, a PEG ratio of 3.56 and a beta of 0.78.

Fiserv (NASDAQ:FISV) last announced its earnings results on Tuesday, February 10th. The business services provider reported $1.99 earnings per share 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 business had revenue of $4.90 billion during the quarter, compared to the consensus estimate of $4.78 billion. During the same period in the prior year, the company posted $2.51 EPS. The business’s quarterly revenue was up .6% on a year-over-year basis. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Analysts expect that Fiserv, Inc. will post 10.23 EPS for the current year.

Wall Street Analyst Weigh In

A number of brokerages have commented on FISV. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Fiserv in a report on Monday, December 29th. Jefferies Financial Group raised their target price on shares of Fiserv from $60.00 to $65.00 and gave the company a “hold” rating in a research note on Wednesday, January 21st. Morgan Stanley set a $64.00 price objective on Fiserv in a research note on Wednesday. Wolfe Research reaffirmed a “peer perform” rating on shares of Fiserv in a research note on Wednesday, October 29th. Finally, Argus reaffirmed a “hold” rating on shares of Fiserv in a research report on Thursday, October 30th. Ten investment analysts have rated the stock with a Buy rating, twenty-five have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, Fiserv presently has a consensus rating of “Hold” and an average price target of $110.98.

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.