Compass Point Issues Pessimistic Forecast for Fiserv (NASDAQ:FISV) Stock Price

Fiserv (NASDAQ:FISV) had its price target dropped by investment analysts at Compass Point from $78.00 to $75.00 in a research report issued on Wednesday,MarketScreener reports. The firm currently has a “neutral” rating on the business services provider’s stock. Compass Point’s price objective would indicate a potential upside of 27.51% from the company’s previous close.

Other equities research analysts also recently issued reports about the stock. Susquehanna reaffirmed a “positive” rating and issued a $99.00 target price (down from $220.00) on shares of Fiserv in a research note on Wednesday, November 12th. William Blair cut shares of Fiserv from an “outperform” rating to a “market perform” rating in a research report on Wednesday, October 29th. B. Riley Financial cut their target price on shares of Fiserv from $76.00 to $72.00 and set a “neutral” rating for the company in a research report on Wednesday. Keefe, Bruyette & Woods lowered their price target on Fiserv from $170.00 to $92.00 and set an “outperform” rating on the stock in a research report on Thursday, October 30th. Finally, Morgan Stanley set a $64.00 price target on Fiserv in a research note on Wednesday. Ten equities research analysts have rated the stock with a Buy rating, twenty-five have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, Fiserv has an average rating of “Hold” and a consensus target price of $108.97.

Fiserv Trading Down 5.3%

Fiserv stock opened at $58.82 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. Fiserv has a fifty-two week low of $57.79 and a fifty-two week high of $238.59. The stock has a market cap of $31.97 billion, a P/E ratio of 9.28, a PEG ratio of 3.53 and a beta of 0.78. The firm’s fifty day moving average price is $65.93 and its 200-day moving average price is $96.16.

Fiserv (NASDAQ:FISV) last posted its quarterly earnings data 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. The company 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%.The firm’s quarterly revenue was up .6% on a year-over-year basis. During the same quarter last year, the company earned $2.51 earnings per share. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Equities research analysts forecast that Fiserv will post 10.23 earnings per share for the current fiscal year.

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 shares were purchased at an average price 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 of the company’s stock, valued at approximately $1,526,111.73. This trade represents a 228.10% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Adam L. Rosman purchased 7,900 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The shares were purchased at an average price of $63.19 per share, with a total value of $499,201.00. Following the completion of the acquisition, 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. 1.00% of the stock is owned by company insiders.

Institutional Trading of Fiserv

A number of institutional investors and hedge funds have recently added to or reduced their stakes in FISV. Vise Technologies Inc. purchased a new stake in shares of Fiserv in the second quarter worth $2,320,000. Factory Mutual Insurance Co. boosted its stake in Fiserv by 11.7% in the 2nd quarter. Factory Mutual Insurance Co. now owns 157,000 shares of the business services provider’s stock worth $27,068,000 after purchasing an additional 16,500 shares in the last quarter. Dillon & Associates Inc. grew 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 last quarter. Ipsen Advisor Group LLC purchased a new stake in Fiserv during the 2nd quarter valued at about $759,000. Finally, FUKOKU MUTUAL LIFE INSURANCE Co increased its stake 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 valued at $1,386,000 after purchasing an additional 5,649 shares in the last quarter. Hedge funds and other institutional investors own 90.98% of the company’s stock.

Key Headlines Impacting Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Launched INDX — a 24/7/365 real‑time cash settlement platform for digital asset companies that lets digital-asset firms move USD instantly via a single custodial account; could open new revenue streams, deepen Fiserv’s role in fiat rails for crypto firms and improve deposit-network usage. TradFi giant Fiserv builds real-time dollar rails for crypto companies
• Positive Sentiment: Q4 results beat consensus on EPS and revenue and management set FY2026 EPS guidance (8.00–8.30), which supports the view that results are stabilizing after prior weakness — this helped lift sentiment earlier. Why Fiserv (FISV) Is Up 7.7% After Q4 Beat And 2026 Cautious Outlook Pivot
• Neutral Sentiment: Short interest reports in mid‑February show anomalous/zero values in the data feed (short‑interest ratio reported as 0.0 days) — likely a reporting/data issue rather than a clear signal about new shorting pressure; treat with caution.
• Negative Sentiment: Multiple firms trimmed price targets and retained neutral/equal‑weight stances (UBS, Stephens, B. Riley, JPMorgan, Compass Point and others), reducing analyst upside and signaling skepticism about near‑term growth/catalysts. Compass Point adjusts price target on Fiserv
• Negative Sentiment: Institutional repositioning: Matrix Asset Management reportedly sold Fiserv following mixed/controversial earnings commentary, indicating some funds are reducing exposure after the quarter. Matrix Asset Management Sold Fiserv Following an Unexpected Earnings Miss
• Negative Sentiment: Strategic/execution concerns persist: coverage notes mention the company’s turnaround faces headwinds from its ServiceNow AI push and active investor lawsuits, which keep uncertainty elevated despite the beat. Fiserv Turnaround Weighed By ServiceNow AI Push And Investor Lawsuits

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.