Bradley Foster & Sargent Inc. CT Has $53.62 Million Stake in Fiserv, Inc. $FISV

Bradley Foster & Sargent Inc. CT reduced its holdings in Fiserv, Inc. (NASDAQ:FISV) by 24.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 415,884 shares of the business services provider’s stock after selling 135,624 shares during the quarter. Bradley Foster & Sargent Inc. CT owned about 0.08% of Fiserv worth $53,620,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in the business. Pinnacle Wealth Management Advisory Group LLC increased its position in Fiserv by 2.8% in the 2nd quarter. Pinnacle Wealth Management Advisory Group LLC now owns 2,811 shares of the business services provider’s stock worth $485,000 after buying an additional 77 shares during the period. Quadcap Wealth Management LLC increased its position in Fiserv by 2.1% during the second quarter. Quadcap Wealth Management LLC now owns 3,900 shares of the business services provider’s stock worth $672,000 after acquiring an additional 79 shares during the period. Glenview Trust co raised its stake in Fiserv by 0.3% during the 2nd quarter. Glenview Trust co now owns 32,864 shares of the business services provider’s stock valued at $5,666,000 after purchasing an additional 85 shares during the last quarter. Smithfield Trust Co boosted its holdings in Fiserv by 0.9% in the 2nd quarter. Smithfield Trust Co now owns 9,773 shares of the business services provider’s stock valued at $1,685,000 after purchasing an additional 86 shares during the period. Finally, TRUE Private Wealth Advisors boosted its holdings in Fiserv by 5.1% in the 2nd quarter. TRUE Private Wealth Advisors now owns 1,785 shares of the business services provider’s stock valued at $308,000 after purchasing an additional 86 shares during the period. 90.98% of the stock is currently owned by institutional investors.

Insider Activity at Fiserv

In other news, CFO Paul M. Todd bought 17,000 shares of the business’s stock in a transaction dated Monday, December 1st. The stock was bought at an average price of $62.41 per share, for a total transaction of $1,060,970.00. Following the completion of the purchase, the chief financial officer owned 24,453 shares of the company’s stock, valued at approximately $1,526,111.73. The trade was a 228.10% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Adam L. Rosman purchased 7,900 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were acquired at an average price of $63.19 per share, for a total transaction 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. The trade was a 14.80% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 0.75% of the company’s stock.

Key Fiserv News

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Jana Partners has taken a stake and is pressing for changes while new CEO Mike Lyons rolls out a “One Fiserv” plan focused on AI and partnerships (Microsoft, Mastercard). This creates a catalyst for strategic refocusing and potential operational improvements that could drive a rerating. Jana Stake And New CEO Put Fiserv AI Plan In Focus
• Neutral Sentiment: Broker consensus remains cautious: major aggregator shows a “Hold” consensus from brokerages, reflecting mixed expectations despite management changes. Fiserv Given Consensus Rating of “Hold” by Brokerages
• Neutral Sentiment: SentiLink named a new Chief Revenue Officer — relevant to the identity/fraud ecosystem in which Fiserv operates, but not a direct company event. Could indirectly affect competitive dynamics for identity/fraud services. SentiLink Appoints Kathleen Waid as Chief Revenue Officer
• Negative Sentiment: Madison Large Cap Fund publicly exited its Fiserv position, signaling at least one large institutional seller and raising questions about conviction among some value managers. That selling pressure can weigh on the stock near-term. Here’s Why Madison Large Cap Fund Exited Fiserv (FISV)
• Negative Sentiment: Analyst action: B. Riley trimmed its price target from $72 to $69 and keeps a “Neutral” rating, reflecting tempered upside in the near term and potential for additional analyst caution. B. Riley Cuts Price Target on Fiserv to $69 from $72
• Negative Sentiment: Market commentary is bearish in places (articles urging selling around $60 and coverage noting the stock “flopped” after activist news), highlighting short-term skepticism and the potential for volatility as activists and management outline plans. Sell Fiserv Stock At $60? Why Fiserv Stock Flopped Today

Fiserv Stock Performance

Shares of NASDAQ:FISV opened at $59.13 on Wednesday. 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’s fifty day moving average price is $64.87 and its two-hundred day moving average price is $91.30. Fiserv, Inc. has a fifty-two week low of $57.79 and a fifty-two week high of $238.59. The stock has a market capitalization of $31.62 billion, a price-to-earnings ratio of 9.33, a price-to-earnings-growth ratio of 1.79 and a beta of 0.78.

Fiserv (NASDAQ:FISV) last posted 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 net margin of 16.42% and a return on equity of 18.39%. The business had revenue of $4.90 billion for the quarter, compared to analyst estimates of $4.78 billion. During the same quarter in the prior year, the firm earned $2.51 EPS. The firm’s quarterly revenue was up .6% compared to the same quarter last year. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. As a group, analysts predict that Fiserv, Inc. will post 10.23 EPS for the current fiscal year.

Analyst Ratings Changes

Several research firms have recently issued reports on FISV. Compass Point dropped their price objective on shares of Fiserv from $78.00 to $75.00 and set a “neutral” rating on the stock in a report on Wednesday, February 11th. Mizuho lowered their price target on Fiserv from $110.00 to $100.00 and set an “outperform” rating on the stock in a research note on Monday, December 22nd. Argus reiterated a “hold” rating on shares of Fiserv in a research report on Thursday, October 30th. Seaport Research Partners lowered Fiserv from a “strong-buy” rating to a “hold” rating in a report on Wednesday, October 29th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of Fiserv in a research report on Monday, December 29th. Ten research analysts have rated the stock with a Buy rating, twenty-four have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $110.06.

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.