Fiserv, Inc. $FISV Shares Sold by Advisors Asset Management Inc.

Advisors Asset Management Inc. trimmed its holdings in shares of Fiserv, Inc. (NASDAQ:FISV) by 15.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 57,153 shares of the business services provider’s stock after selling 10,323 shares during the period. Advisors Asset Management Inc.’s holdings in Fiserv were worth $7,369,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Norges Bank acquired a new position in Fiserv during the 2nd quarter worth $1,252,260,000. Amundi increased its holdings in Fiserv by 27.2% in the second quarter. Amundi now owns 3,781,665 shares of the business services provider’s stock valued at $652,148,000 after purchasing an additional 807,916 shares during the last quarter. Legal & General Group Plc grew its holdings in Fiserv by 1.1% during the second quarter. Legal & General Group Plc now owns 3,506,096 shares of the business services provider’s stock valued at $604,486,000 after purchasing an additional 39,036 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA raised its position in shares of Fiserv by 3.9% during the third quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 2,921,333 shares of the business services provider’s stock worth $362,128,000 after purchasing an additional 109,427 shares during the period. Finally, Franklin Resources Inc. boosted its stake in Fiserv by 34.7% in the 2nd quarter. Franklin Resources Inc. now owns 2,641,827 shares of the business services provider’s stock worth $455,478,000 after purchasing an additional 680,743 shares during the period. 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 Transactions at Fiserv

In other news, CFO Paul M. Todd purchased 17,000 shares of Fiserv stock in a transaction dated Monday, December 1st. The shares were bought at an average cost of $62.41 per share, for a total transaction of $1,060,970.00. Following the completion of the acquisition, the chief financial officer owned 24,453 shares in the company, valued at approximately $1,526,111.73. This trade represents a 228.10% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 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 acquired at an average price of $63.19 per share, with a total value of $499,201.00. Following the acquisition, 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 SEC filing for this purchase provides additional information. 1.00% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Weiss Ratings reiterated a “sell (d+)” rating on shares of Fiserv in a research note on Monday, December 29th. Mizuho lowered their target price on Fiserv from $110.00 to $100.00 and set an “outperform” rating on the stock in a research report on Monday, December 22nd. Zacks Research upgraded Fiserv from a “strong sell” rating to a “hold” rating in a report on Wednesday, January 14th. Northcoast Research cut Fiserv from a “buy” rating to a “neutral” rating in a research note on Monday, February 2nd. Finally, Jefferies Financial Group increased their price objective on Fiserv from $60.00 to $65.00 and gave the company a “hold” rating in a report on Wednesday, January 21st. Ten research analysts have rated the stock with a Buy rating, twenty-five have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, Fiserv presently has an average rating of “Hold” and a consensus price target of $110.98.

Fiserv Price Performance

Shares of Fiserv stock opened at $62.11 on Thursday. The company has a quick ratio of 1.08, a current ratio of 1.03 and a debt-to-equity ratio of 1.08. The stock has a market capitalization of $33.76 billion, a price-to-earnings ratio of 9.80, a price-to-earnings-growth ratio of 3.56 and a beta of 0.78. Fiserv, Inc. has a twelve month low of $57.79 and a twelve month high of $238.59. The company has a 50-day simple moving average of $66.07 and a two-hundred day simple moving average of $96.42.

Fiserv (NASDAQ:FISV) last issued its quarterly earnings results on Tuesday, February 10th. The business services provider reported $1.99 earnings per share (EPS) for the quarter, beating 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 analysts’ expectations of $4.78 billion. During the same period in the previous year, the company posted $2.51 earnings per share. The firm’s revenue for the quarter was up .6% compared to the same quarter last year. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Analysts forecast that Fiserv, Inc. will post 10.23 EPS for the current year.

About Fiserv

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.