Brooktree Capital Management Raises Holdings in Fiserv, Inc. $FISV

Brooktree Capital Management lifted its holdings in Fiserv, Inc. (NASDAQ:FISV) by 22.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 55,395 shares of the business services provider’s stock after acquiring an additional 10,246 shares during the period. Fiserv makes up approximately 4.5% of Brooktree Capital Management’s portfolio, making the stock its 9th biggest position. Brooktree Capital Management’s holdings in Fiserv were worth $7,142,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Sound Income Strategies LLC acquired a new stake in Fiserv during the third quarter worth approximately $28,000. True Wealth Design LLC boosted its holdings in shares of Fiserv by 3,750.0% during the 3rd quarter. True Wealth Design LLC now owns 231 shares of the business services provider’s stock worth $30,000 after buying an additional 225 shares in the last quarter. Clear Street LLC acquired a new stake in shares of Fiserv during the 2nd quarter worth approximately $34,000. Westfuller Advisors LLC bought a new stake in shares of Fiserv in the 3rd quarter valued at $36,000. Finally, Golden State Wealth Management LLC lifted its position in shares of Fiserv by 960.9% during the 2nd quarter. Golden State Wealth Management LLC now owns 244 shares of the business services provider’s stock valued at $42,000 after acquiring an additional 221 shares during the period. Institutional investors own 90.98% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on FISV shares. B. Riley Securities restated a “neutral” rating and issued a $72.00 price target (down from $76.00) on shares of Fiserv in a report on Wednesday, February 11th. Royal Bank Of Canada set a $85.00 target price on Fiserv and gave the company an “outperform” rating in a research note on Thursday, October 30th. JPMorgan Chase & Co. decreased their target price on Fiserv from $85.00 to $75.00 and set a “neutral” rating for the company in a research report on Wednesday, February 11th. Wolfe Research reaffirmed a “peer perform” rating on shares of Fiserv in a research note on Wednesday, October 29th. Finally, Seaport Research Partners cut Fiserv from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, October 29th. 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 data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $108.97.

Fiserv Price Performance

FISV stock opened at $59.36 on Monday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.08 and a current ratio of 1.03. The business has a 50-day simple moving average of $65.79 and a two-hundred day simple moving average of $94.95. The company has a market capitalization of $32.27 billion, a P/E ratio of 9.36, a price-to-earnings-growth ratio of 3.39 and a beta of 0.78. Fiserv, Inc. has a 52-week low of $57.79 and a 52-week high of $238.59.

Fiserv (NASDAQ:FISV) last posted its earnings results on Tuesday, February 10th. The business services provider reported $1.99 earnings per share for the quarter, beating analysts’ consensus estimates of $1.90 by $0.09. Fiserv had a return on equity of 18.39% and a net margin of 16.42%.The company had revenue of $4.90 billion for the quarter, compared to analyst estimates of $4.78 billion. During the same quarter last year, the company earned $2.51 earnings per share. The company’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. Research analysts expect that Fiserv, Inc. will post 10.23 EPS for the current fiscal year.

Key Headlines Impacting Fiserv

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?

Insiders Place Their Bets

In other news, insider Adam L. Rosman purchased 7,900 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were bought at an average cost of $63.19 per share, with a total value of $499,201.00. Following the completion of the transaction, the insider directly owned 61,285 shares of the company’s stock, valued at approximately $3,872,599.15. This trade represents a 14.80% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Paul M. Todd purchased 17,000 shares of the business’s stock in a transaction that occurred on 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 $1,526,111.73. The trade was a 228.10% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.75% of the stock is owned by insiders.

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.