Cozad Asset Management Inc. Has $2.22 Million Holdings in Fiserv, Inc. $FISV

Cozad Asset Management Inc. lessened its position in shares of Fiserv, Inc. (NASDAQ:FISV) by 66.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,197 shares of the business services provider’s stock after selling 34,224 shares during the period. Cozad Asset Management Inc.’s holdings in Fiserv were worth $2,217,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of FISV. Mufg Securities Americas Inc. boosted its position in shares of Fiserv by 19.3% during the third quarter. Mufg Securities Americas Inc. now owns 14,659 shares of the business services provider’s stock worth $1,890,000 after buying an additional 2,372 shares during the period. AXQ Capital LP lifted its stake in Fiserv by 53.3% in the 3rd quarter. AXQ Capital LP now owns 5,841 shares of the business services provider’s stock valued at $753,000 after acquiring an additional 2,031 shares in the last quarter. Fairbanks Capital Management Inc. boosted its position in Fiserv by 13.1% during the 3rd quarter. Fairbanks Capital Management Inc. now owns 24,853 shares of the business services provider’s stock worth $3,204,000 after acquiring an additional 2,882 shares during the last quarter. Compound Planning Inc. grew its stake in shares of Fiserv by 6.4% during the 3rd quarter. Compound Planning Inc. now owns 3,458 shares of the business services provider’s stock worth $446,000 after acquiring an additional 208 shares in the last quarter. Finally, Dana Investment Advisors Inc. raised its holdings in shares of Fiserv by 3.6% in the third quarter. Dana Investment Advisors Inc. now owns 156,392 shares of the business services provider’s stock valued at $20,164,000 after purchasing an additional 5,424 shares during the last quarter. 90.98% of the stock is currently owned by institutional investors.

Fiserv Stock Up 4.2%

FISV opened at $61.61 on Thursday. The stock’s fifty day simple moving average is $64.74 and its 200 day simple moving average is $91.09. Fiserv, Inc. has a 1-year low of $57.79 and a 1-year high of $238.59. The stock has a market cap of $32.95 billion, a PE ratio of 9.72, a price-to-earnings-growth ratio of 1.81 and a beta of 0.78. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 1.08.

Fiserv (NASDAQ:FISV) last released its quarterly earnings data on Tuesday, February 10th. The business services provider reported $1.99 EPS for the quarter, beating the consensus estimate of $1.90 by $0.09. The firm had revenue of $4.90 billion for the quarter, compared to the consensus estimate of $4.78 billion. Fiserv had a net margin of 16.42% and a return on equity of 18.39%. The company’s quarterly revenue was up .6% on a year-over-year basis. During the same period in the previous year, the company earned $2.51 earnings per share. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. As a group, research analysts expect that Fiserv, Inc. will post 10.23 earnings per share for the current year.

Key Fiserv News

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Peoples Group strategic partnership to build Canada’s next‑generation payments platform — expands Fiserv’s addressable market in a key region and supports recurring processing revenue and tech positioning. Peoples Group Teams with Fiserv
• Positive Sentiment: Notable decline in short interest (down ~14.8% to ~14.26M shares as of Feb 13) — reduces immediate short‑selling pressure and can amplify upside on positive news.
• Positive Sentiment: Unusually large call‑option activity (≈43,453 calls bought, ~80% above average) — market participants are expressing near‑term bullish bets, which can drive intraday buying pressure.
• Positive Sentiment: RBC Capital reiterated its Buy rating and $85 price target after Fiserv beat Q4 expectations — analyst support helps validate the turnaround narrative and can attract institutional buyers. RBC Reiterates Rating
• Neutral Sentiment: Activist investor Jana Partners has taken a stake and new CEO Mike Lyons is pushing a One Fiserv AI/partnership strategy — could be positive long term but increases near‑term strategic uncertainty and re‑rating risk. Jana Stake and CEO Plan
• Negative Sentiment: B. Riley lowered its expectations for Fiserv’s stock price — a sign some analysts remain cautious on near‑term multiple expansion. B. Riley Lowers Expectations
• Negative Sentiment: Madison Large Cap Fund exited its Fiserv position — a notable institutional exit that can signal profit‑taking or reallocation pressure. Madison Exits Fiserv
• Negative Sentiment: Media coverage tied recent stock weakness to activist arrival and uncertainty around execution — such narratives can keep volatility elevated despite fundamental positives. Why Fiserv Stock Flopped

Insider Activity

In related news, insider Adam L. Rosman acquired 7,900 shares of the business’s stock in a transaction on Tuesday, December 2nd. The stock was purchased at an average cost of $63.19 per share, for a total transaction 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. The trade was a 14.80% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Paul M. Todd bought 17,000 shares of the firm’s stock in a transaction dated 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 transaction, the chief financial officer directly 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. 1.00% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

FISV has been the subject of a number of analyst reports. B. Riley Financial decreased their target price on shares of Fiserv from $72.00 to $69.00 and set a “neutral” rating for the company in a research report on Monday. Argus restated a “hold” rating on shares of Fiserv in a report on Thursday, October 30th. BTIG Research reaffirmed a “buy” rating and issued a $180.00 target price on shares of Fiserv in a research report on Wednesday, October 29th. Northcoast Research cut Fiserv from a “buy” rating to a “neutral” rating in a research report on Monday, February 2nd. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Fiserv in a research report on Monday, December 29th. Ten investment analysts have rated the stock with a Buy rating, twenty-four have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $110.06.

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.