Fiserv, Inc. $FISV Shares Sold by Atria Investments Inc

Atria Investments Inc cut its stake in shares of Fiserv, Inc. (NASDAQ:FISV) by 31.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 33,138 shares of the business services provider’s stock after selling 14,952 shares during the quarter. Atria Investments Inc’s holdings in Fiserv were worth $4,272,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in FISV. Illinois Municipal Retirement Fund increased its position in Fiserv by 23.0% in the third quarter. Illinois Municipal Retirement Fund now owns 35,657 shares of the business services provider’s stock worth $4,597,000 after buying an additional 6,664 shares during the period. ICW Investment Advisors LLC grew its position in shares of Fiserv by 14.4% during the third quarter. ICW Investment Advisors LLC now owns 12,528 shares of the business services provider’s stock worth $1,615,000 after acquiring an additional 1,574 shares during the last quarter. Varma Mutual Pension Insurance Co increased its holdings in shares of Fiserv by 22.1% in the 3rd quarter. Varma Mutual Pension Insurance Co now owns 121,731 shares of the business services provider’s stock worth $15,695,000 after acquiring an additional 22,000 shares during the period. Cornerstone Investment Partners LLC increased its holdings in shares of Fiserv by 0.6% in the 3rd quarter. Cornerstone Investment Partners LLC now owns 429,828 shares of the business services provider’s stock worth $55,418,000 after acquiring an additional 2,503 shares during the period. Finally, Eubel Brady & Suttman Asset Management Inc. bought a new stake in Fiserv in the 3rd quarter valued at about $501,000. Institutional investors own 90.98% of the company’s stock.

More 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?

Wall Street Analyst Weigh In

Several brokerages have commented on FISV. Citigroup restated a “neutral” rating and issued a $68.00 price target (down previously from $75.00) on shares of Fiserv in a research note on Wednesday. Zacks Research upgraded Fiserv from a “strong sell” rating to a “hold” rating in a research report on Wednesday, January 14th. Seaport Research Partners downgraded Fiserv from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, October 29th. B. Riley Financial decreased their price target on Fiserv from $76.00 to $72.00 and set a “neutral” rating for the company in a research note on Wednesday. Finally, Royal Bank Of Canada set a $85.00 price target on Fiserv and gave the company an “outperform” rating in a report on Thursday, October 30th. Ten investment analysts have rated the stock with a Buy rating, twenty-five have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $108.97.

Insiders Place Their Bets

In related news, insider Adam L. Rosman purchased 7,900 shares of Fiserv 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 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CFO Paul M. Todd acquired 17,000 shares of the stock in a transaction on Monday, December 1st. The stock was bought at an average price of $62.41 per share, with a total value of $1,060,970.00. Following the transaction, the chief financial officer directly owned 24,453 shares in the company, valued at approximately $1,526,111.73. This represents a 228.10% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 1.00% of the company’s stock.

Fiserv Stock Up 0.9%

Shares of Fiserv stock opened at $59.36 on Friday. Fiserv, Inc. has a 12-month low of $57.79 and a 12-month high of $238.59. 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 50 day moving average price of $65.79 and a two-hundred day moving average price of $95.27. The stock has a market capitalization of $32.27 billion, a P/E ratio of 9.36, a PEG ratio of 3.38 and a beta of 0.78.

Fiserv (NASDAQ:FISV) last issued its quarterly earnings data on Tuesday, February 10th. The business services provider reported $1.99 earnings per share for the quarter, topping 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 previous year, the company earned $2.51 earnings per share. Fiserv’s revenue for the quarter was up .6% on a year-over-year basis. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Equities analysts expect that Fiserv, Inc. will post 10.23 earnings per share for the current year.

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.