Fiserv (NASDAQ:FISV) Earns “Neutral” Rating from Cantor Fitzgerald

Fiserv (NASDAQ:FISV)‘s stock had its “neutral” rating reaffirmed by Cantor Fitzgerald in a report issued on Wednesday,Benzinga reports. They currently have a $70.00 price objective on the business services provider’s stock. Cantor Fitzgerald’s target price suggests a potential upside of 24.84% from the stock’s current price.

FISV has been the topic of a number of other reports. Morgan Stanley set a $64.00 price target on Fiserv in a report on Wednesday, February 11th. BNP Paribas Exane lifted their price objective on shares of Fiserv from $62.00 to $64.00 and gave the company a “neutral” rating in a research note on Wednesday, February 11th. Susquehanna reiterated a “positive” rating and set a $99.00 target price (down from $220.00) on shares of Fiserv in a research report on Wednesday, November 12th. Compass Point reduced their price target on shares of Fiserv from $78.00 to $75.00 and set a “neutral” rating for the company in a report on Wednesday, February 11th. Finally, UBS Group decreased their price target on shares of Fiserv from $75.00 to $70.00 and set a “neutral” rating for the company in a research note on Wednesday, February 11th. Ten equities research analysts have rated the stock with a Buy rating, twenty-four have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $109.74.

Fiserv Stock Down 4.2%

Shares of NASDAQ:FISV opened at $56.07 on Wednesday. The company has a market capitalization of $29.99 billion, a price-to-earnings ratio of 8.84, a P/E/G ratio of 1.81 and a beta of 0.77. 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 50-day moving average is $63.32 and its 200-day moving average is $85.66. Fiserv has a 1 year low of $55.87 and a 1 year high of $227.00.

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

Hedge Funds Weigh In On Fiserv

Several large investors have recently added to or reduced their stakes in the business. FUKOKU MUTUAL LIFE INSURANCE Co boosted its holdings in Fiserv by 236.6% during the 2nd quarter. FUKOKU MUTUAL LIFE INSURANCE Co now owns 8,037 shares of the business services provider’s stock worth $1,386,000 after acquiring an additional 5,649 shares during the last quarter. Nordea Investment Management AB raised its holdings in shares of 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 valued at $258,854,000 after purchasing an additional 78,220 shares during the last quarter. Investment Management Corp of Ontario lifted its position in shares of Fiserv by 115.3% during the second quarter. Investment Management Corp of Ontario now owns 50,609 shares of the business services provider’s stock valued at $8,725,000 after purchasing an additional 27,107 shares in the last quarter. Swiss National Bank lifted its position in shares of Fiserv by 5.4% during the second quarter. Swiss National Bank now owns 1,690,886 shares of the business services provider’s stock valued at $291,526,000 after purchasing an additional 86,300 shares in the last quarter. Finally, AGF Management Ltd. boosted its holdings in Fiserv by 55.4% during the third quarter. AGF Management Ltd. now owns 194,524 shares of the business services provider’s stock worth $25,080,000 after purchasing an additional 69,383 shares during the last quarter. 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: TruStage integration — Fiserv’s CoreAdvance platform will integrate TruStage Compliance Solutions to speed and simplify compliant account-opening workflows for banks, supporting recurring revenue and product-led sales. TruStage Integration Release
• Positive Sentiment: Analyst buy rating — Tigress Financial reaffirmed a buy on FISV with a $95 price target, suggesting significant upside if execution and turnaround accelerate. Tigress Rating
• Neutral Sentiment: Analyst neutrality — Cantor Fitzgerald reiterated a neutral rating with a $70 target, indicating mixed views among sell‑side firms on near-term recovery. Cantor Fitzgerald Note
• Neutral Sentiment: Investor events and commentary — Management presented at the Wolfe Research FinTech Forum; transcripts and management remarks (including measured comments on AI and transformation) provide more detail but haven’t materially shifted consensus yet. Wolfe Research Transcript
• Neutral Sentiment: AI commentary — Coverage highlights CEO Mike Lyons’ cautious, patient approach to AI-driven transformation — reassuring on long-term strategy but signaling slower near-term upside. AI Commentary
• Negative Sentiment: New CEO resets expectations — Coverage notes the CEO is pulling back on growth targets and signaling patience on transformation, which markets interpret as slower near-term revenue/earnings trajectory. CEO Growth Reset
• Negative Sentiment: Post-earnings pullback — Analysts and outlets highlight that FISV has fallen since the latest results despite an EPS beat, driven by cautious FY26 guidance and investor skepticism about the pace of recovery. Zacks Post-Earnings Note
• Negative Sentiment: Sector and sentiment pressure — Coverage citing Morningstar and others points to broader asset‑management/private‑credit worries weighing on financials and technology names, adding to selling pressure. Sector Headwinds
• Negative Sentiment: Negative retail/skim articles — Critical pieces advising avoidance of FISV amplify bearish sentiment among retail investors already reacting to the stock’s sharp multi‑month decline. Bearish Coverage

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.