ABN Amro Investment Solutions Cuts Stock Position in Fiserv, Inc. $FISV

ABN Amro Investment Solutions decreased its holdings in Fiserv, Inc. (NASDAQ:FISV) by 4.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 293,979 shares of the business services provider’s stock after selling 12,384 shares during the quarter. ABN Amro Investment Solutions owned 0.05% of Fiserv worth $37,903,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in FISV. Norges Bank acquired a new position in shares of Fiserv in the second quarter worth $1,252,260,000. Marshall Wace LLP acquired a new position in Fiserv during the 2nd quarter worth $356,643,000. Worldquant Millennium Advisors LLC increased its holdings in Fiserv by 2,134.9% during the 2nd quarter. Worldquant Millennium Advisors LLC now owns 993,068 shares of the business services provider’s stock worth $171,215,000 after purchasing an additional 948,634 shares during the period. Baupost Group LLC MA acquired a new stake in Fiserv in the 2nd quarter valued at about $154,307,000. Finally, Amundi raised its position in Fiserv by 27.2% in the 2nd 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 in the last quarter. 90.98% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Fiserv

In other news, insider Adam L. Rosman acquired 7,900 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The shares were purchased at an average cost of $63.19 per share, for a total transaction of $499,201.00. Following the transaction, the insider directly owned 61,285 shares in the company, valued at approximately $3,872,599.15. This represents a 14.80% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Paul M. Todd acquired 17,000 shares of the company’s stock in a transaction on Monday, December 1st. The stock was purchased at an average cost of $62.41 per share, for a total transaction of $1,060,970.00. Following the completion of the purchase, the chief financial officer directly owned 24,453 shares in the company, valued at $1,526,111.73. This trade represents a 228.10% increase in their position. The disclosure for this purchase is available in the SEC filing. 1.00% of the stock is owned by corporate insiders.

Fiserv Stock Up 0.9%

Shares of NASDAQ:FISV opened at $59.36 on Friday. Fiserv, Inc. has a 1-year low of $57.79 and a 1-year high of $238.59. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.03 and a quick ratio of 1.08. The stock has a market cap of $32.27 billion, a P/E ratio of 9.36, a P/E/G ratio of 3.38 and a beta of 0.78. The firm has a fifty day moving average price of $65.79 and a 200 day moving average price of $95.27.

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

Key Fiserv News

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: New product/market expansion — Fiserv launched INDX, a 24/7/365 real-time cash-settlement platform for digital-asset firms that lets crypto companies move USD instantly via an insured custodial account. That broadens Fiserv’s addressable payments/treasury footprint and could drive new fee revenue and deposits. TradFi giant Fiserv builds real-time dollar rails for crypto companies
• Positive Sentiment: Recent quarterly beat and guidance helped sentiment — Fiserv reported Q4 results that topped estimates and provided FY‑2026 EPS guidance (8.00–8.30), supporting the “comeback” narrative investors have been discussing. See the earnings call transcript and coverage explaining why shares jumped. Fiserv Q4 2025 earnings call transcript
• Neutral Sentiment: Analyst moves are mixed and maintain neutral ratings — BNP Paribas nudged its PT up modestly to $64 (still neutral), while other firms adjusted numbers (see negatives below). These moves so far reflect differing views but no material rating upgrades. BNP Paribas raises PT to $64
• Neutral Sentiment: Short-interest data published for February appears anomalous (shows zero shares and 0.0 days cover), so it provides no reliable signal about bearish positioning. Treat that data as likely erroneous. (internal/marketbeat entries)
• Negative Sentiment: Price-target trims from major brokers — JPMorgan lowered its PT to $75 (from $85), B. Riley cut to $72, and Compass Point lowered to $75; all kept “neutral” ratings but the downward PT revisions increase near-term pressure on the stock. JPMorgan trims PT
• Negative Sentiment: Ongoing execution/legal concerns — coverage highlights investor lawsuits and strategic execution risk (including integration and competitive pressures such as ServiceNow’s AI push) that could weigh on sentiment until management demonstrates sustained revenue/earnings momentum. Turnaround weighed by ServiceNow AI push and investor lawsuits
• Neutral Sentiment: Analyst/company comparisons and commentary — longer-form pieces comparing Fiserv to peers (e.g., PayPal vs. Fiserv comeback discussions) are framing the stock as a turnaround/idea trade rather than an immediate catalyst. PayPal Vs. Fiserv: Which Is The Better Comeback Bet?

Analyst Ratings Changes

Several analysts recently weighed in on FISV shares. Morgan Stanley set a $64.00 target price on shares of Fiserv in a report on Wednesday. Zacks Research upgraded shares of Fiserv from a “strong sell” rating to a “hold” rating in a research note on Wednesday, January 14th. Susquehanna restated a “positive” rating and issued a $99.00 price target (down from $220.00) on shares of Fiserv in a research note on Wednesday, November 12th. Northcoast Research downgraded Fiserv from a “buy” rating to a “neutral” rating in a report on Monday, February 2nd. Finally, Argus reiterated a “hold” rating on shares of Fiserv in a report on Thursday, October 30th. 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. According to MarketBeat, Fiserv presently has a consensus rating of “Hold” and a consensus price target of $108.97.

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.