Stratos Wealth Partners LTD. Sells 11,249 Shares of Fiserv, Inc. $FISV

Stratos Wealth Partners LTD. trimmed its stake in Fiserv, Inc. (NASDAQ:FISV) by 71.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,544 shares of the business services provider’s stock after selling 11,249 shares during the period. Stratos Wealth Partners LTD.’s holdings in Fiserv were worth $586,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Clear Street LLC bought a new stake in shares of Fiserv in the 2nd quarter worth approximately $34,000. Sound Income Strategies LLC acquired a new position in shares of Fiserv in the third quarter valued at $28,000. True Wealth Design LLC lifted its position in Fiserv by 3,750.0% in the third quarter. True Wealth Design LLC now owns 231 shares of the business services provider’s stock worth $30,000 after purchasing an additional 225 shares during the period. Golden State Wealth Management LLC lifted its position in Fiserv by 960.9% in the second quarter. Golden State Wealth Management LLC now owns 244 shares of the business services provider’s stock worth $42,000 after purchasing an additional 221 shares during the period. Finally, Solstein Capital LLC acquired a new stake in Fiserv during the second quarter worth $43,000. Institutional investors and hedge funds own 90.98% of the company’s stock.

Fiserv News Summary

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Activist stake and market reaction: Reports that Jana Partners has taken a position in Fiserv and is advocating change drove buying interest, with outlets saying the fund has been in contact with the company — a classic activist catalyst that can speed value‑creating moves. WSJ: Activist Jana Builds Stake in Payments Business Fiserv
• Positive Sentiment: Market commentary: Multiple outlets note that an activist sees Fiserv as undervalued and a turnaround candidate after prior weakness, which has helped lift the stock as investors price in potential strategic or capital‑return actions. Fool: Why Shares of Fiserv Are Rising Today
• Neutral Sentiment: Campaign highlights company issues: Coverage notes Jana is focusing investor attention on Fiserv’s growth priorities and debt profile — this raises pressure on management to lay out clearer growth, margin and balance‑sheet plans. That scrutiny can be constructive but also underscores real execution risks. Yahoo: Jana Campaign Puts Undervalued Fiserv’s Growth Priorities And Debt In Focus
• Neutral Sentiment: Analyst/earnings follow‑up: Analysts’ top questions from the Q4 call center on growth drivers, integration progress and capital allocation — reminders that fundamentals and execution will determine whether activist pressure leads to sustainable upside. Yahoo: The Top 5 Analyst Questions From Fiserv’s Q4 Earnings Call
• Neutral Sentiment: Short‑interest data note: Recent short‑interest reporting appears to show anomalous values (likely a data glitch) and isn’t providing a clear signal about positioning. Treat that data cautiously.

Fiserv Trading Up 6.9%

Shares of FISV opened at $63.45 on Wednesday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.08 and a current ratio of 1.03. The company has a market cap of $34.49 billion, a price-to-earnings ratio of 10.01, a PEG ratio of 3.39 and a beta of 0.78. The stock has a fifty day moving average price of $65.61 and a two-hundred day moving average price of $93.88. Fiserv, Inc. has a 52-week low of $57.79 and a 52-week high of $238.59.

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

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on FISV shares. Citigroup restated a “neutral” rating and issued a $68.00 price objective (down previously from $75.00) on shares of Fiserv in a research note on Wednesday, February 11th. Zacks Research raised shares of Fiserv from a “strong sell” rating to a “hold” rating in a research report on Wednesday, January 14th. Seaport Research Partners downgraded Fiserv from a “strong-buy” rating to a “hold” rating in a report on Wednesday, October 29th. JPMorgan Chase & Co. lowered their price objective on Fiserv from $85.00 to $75.00 and set a “neutral” rating on the stock in a research note on Wednesday, February 11th. Finally, TD Cowen restated a “hold” rating on shares of Fiserv in a research report on Monday, January 12th. Ten equities research analysts have rated the stock with a Buy rating, twenty-four have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Fiserv presently has an average rating of “Hold” and a consensus target price of $110.16.

Insider Activity

In related news, CFO Paul M. Todd purchased 17,000 shares of the firm’s stock in a transaction dated Monday, December 1st. The shares were acquired at an average cost of $62.41 per share, with a total value of $1,060,970.00. Following the completion of the purchase, the chief financial officer directly owned 24,453 shares of the company’s stock, valued at $1,526,111.73. This trade represents a 228.10% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Adam L. Rosman acquired 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 transaction, the insider directly owned 61,285 shares in the company, valued at $3,872,599.15. The trade was a 14.80% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 0.75% of the company’s stock.

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.