Fiserv, Inc. $FISV Position Increased by Factory Mutual Insurance Co.

Factory Mutual Insurance Co. lifted its holdings in Fiserv, Inc. (NASDAQ:FISV) by 39.9% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 219,600 shares of the business services provider’s stock after buying an additional 62,600 shares during the quarter. Factory Mutual Insurance Co.’s holdings in Fiserv were worth $28,313,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of FISV. Vise Technologies Inc. bought a new position in shares of Fiserv during the second quarter valued at approximately $2,320,000. Dillon & Associates Inc. boosted its position in Fiserv by 9.1% during the 2nd quarter. Dillon & Associates Inc. now owns 88,570 shares of the business services provider’s stock valued at $15,234,000 after purchasing an additional 7,419 shares during the period. Ipsen Advisor Group LLC bought a new position in Fiserv during the 2nd quarter worth $759,000. FUKOKU MUTUAL LIFE INSURANCE Co increased its position in Fiserv by 236.6% in the second quarter. FUKOKU MUTUAL LIFE INSURANCE Co now owns 8,037 shares of the business services provider’s stock worth $1,386,000 after buying an additional 5,649 shares during the period. Finally, Nordea Investment Management AB increased its position in Fiserv by 4.1% in the third quarter. Nordea Investment Management AB now owns 2,003,668 shares of the business services provider’s stock worth $258,854,000 after buying an additional 78,220 shares during the period. Institutional investors own 90.98% of the company’s stock.

Insider Activity

In other news, CFO Paul M. Todd bought 17,000 shares of the company’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 transaction, the chief financial officer directly owned 24,453 shares in the company, valued at approximately $1,526,111.73. The trade was a 228.10% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Adam L. Rosman purchased 7,900 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The shares were purchased at an average price of $63.19 per share, for a total transaction of $499,201.00. Following the acquisition, the insider directly owned 61,285 shares of the company’s stock, valued at $3,872,599.15. This trade represents a 14.80% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 1.00% of the company’s stock.

Fiserv Stock Performance

Shares of NASDAQ FISV opened at $61.53 on Friday. The stock’s fifty day simple moving average is $65.40 and its 200 day simple moving average is $93.44. The stock has a market capitalization of $33.45 billion, a price-to-earnings ratio of 9.71, a PEG ratio of 1.93 and a beta of 0.78. The company has a quick ratio of 1.08, a current ratio of 1.03 and a debt-to-equity ratio of 1.08. Fiserv, Inc. has a 52-week low of $57.79 and a 52-week high of $238.59.

Fiserv (NASDAQ:FISV) last released 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. The business had revenue of $4.90 billion during the quarter, compared to analyst estimates of $4.78 billion. Fiserv had a return on equity of 18.39% and a net margin of 16.42%.Fiserv’s revenue for the quarter was up .6% on a year-over-year basis. During the same quarter last year, the company posted $2.51 EPS. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. As a group, sell-side analysts forecast that Fiserv, Inc. will post 10.23 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts have recently commented on FISV shares. Northcoast Research lowered shares of Fiserv from a “buy” rating to a “neutral” rating in a research report on Monday, February 2nd. KeyCorp cut shares of Fiserv from an “overweight” rating to a “hold” rating in a research report on Thursday, October 30th. Sanford C. Bernstein lowered shares of Fiserv from an “outperform” rating to a “market perform” rating and dropped their price target for the company from $205.00 to $80.00 in a research note on Thursday, October 30th. UBS Group reduced their price objective on Fiserv from $75.00 to $70.00 and set a “neutral” rating for the company in a research report on Wednesday, February 11th. Finally, Royal Bank Of Canada set a $85.00 price target on Fiserv and gave the company an “outperform” rating in a report on Thursday, October 30th. Ten research analysts have rated the stock with a Buy rating, twenty-four have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $110.16.

Trending Headlines about Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Activist investor Jana Partners has built a stake in Fiserv, triggering a rally and raising expectations for potential board/strategy changes or asset moves that could boost shareholder value. Activist investor Jana Partners builds stake in Fiserv – Reuters
• Positive Sentiment: RBC Capital initiated a Buy on Fiserv, giving institutional endorsement that could attract inflows if the firm follows through on improvement plans. Fiserv (FISV) Receives a Buy from RBC Capital
• Neutral Sentiment: Coverage and sector outlook pieces (Zacks, industry roundups) include Fiserv among payments/transaction names that can benefit from cross‑border and e‑commerce trends, but note margin pressure from higher tech and operating costs. Zacks Industry Outlook Highlights Visa, Mastercard, Fiserv…
• Neutral Sentiment: Market commentary asks whether Fiserv is due for reassessment after a recent rebound — useful for longer‑term investors but not definitive near‑term guidance. Is It Time To Reassess Fiserv (FISV) After Its Recent Share Price Rebound
• Neutral Sentiment: Reported short‑interest data appears anomalous (shows zero shares), suggesting data noise rather than a true change in short positioning; treat with caution.
• Negative Sentiment: Reports highlight a slowdown in Fiserv’s small‑business POS platform, an operational drag cited as a contributor to recent share weakness and a signal that revenue mix and growth need management attention. Slowdown in Its Small Business POS Platform Weighed on Fiserv’s (FISV) Shares
• Negative Sentiment: Analyst/columnist pieces note the stock remains far below prior highs (large drop over the last year), reinforcing cautious sentiment that a full recovery may take time absent clear operational improvement. What I’m Watching With Fiserv to See if It Beats the Market

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.