Fiserv, Inc. $FISV Shares Acquired by Summitry LLC

Summitry LLC boosted its holdings in shares of Fiserv, Inc. (NASDAQ:FISV) by 61.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 868,548 shares of the business services provider’s stock after acquiring an additional 329,219 shares during the quarter. Fiserv accounts for about 4.7% of Summitry LLC’s investment portfolio, making the stock its 2nd largest holding. Summitry LLC’s holdings in Fiserv were worth $111,982,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the business. Sound Income Strategies LLC purchased a new position in Fiserv during the third quarter valued at approximately $28,000. True Wealth Design LLC lifted its position in Fiserv by 3,750.0% in 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 valued at $34,000. Westfuller Advisors LLC purchased a new position in shares of Fiserv during the 3rd quarter valued at $36,000. Finally, Golden State Wealth Management LLC increased its stake in shares of Fiserv by 960.9% in the second quarter. Golden State Wealth Management LLC now owns 244 shares of the business services provider’s stock worth $42,000 after acquiring an additional 221 shares during the last quarter. Institutional investors and hedge funds own 90.98% of the company’s stock.

Analysts Set New Price Targets

FISV has been the topic of several research reports. Susquehanna reaffirmed a “positive” rating and issued a $99.00 target price (down from $220.00) on shares of Fiserv in a research report on Wednesday, November 12th. Cantor Fitzgerald raised shares of Fiserv to a “hold” rating in a research report on Tuesday, January 27th. TD Cowen reissued a “hold” rating on shares of Fiserv in a research report on Monday, January 12th. Royal Bank Of Canada set a $85.00 price objective on shares of Fiserv and gave the company an “outperform” rating in a research note on Thursday, October 30th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $180.00 price target on shares of Fiserv in a research report on Wednesday, October 29th. Ten investment 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, the stock presently has an average rating of “Hold” and a consensus target price of $108.97.

Insider Buying and Selling at Fiserv

In related news, CFO Paul M. Todd bought 17,000 shares of Fiserv stock in a transaction that occurred on Monday, December 1st. The stock was acquired at an average price of $62.41 per share, for a total transaction of $1,060,970.00. Following the completion of the purchase, the chief financial officer owned 24,453 shares in the company, valued at approximately $1,526,111.73. This represents a 228.10% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Adam L. Rosman bought 7,900 shares of the firm’s 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 completion of the transaction, the insider owned 61,285 shares of the company’s stock, valued at $3,872,599.15. This represents a 14.80% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 0.75% of the company’s stock.

Fiserv News Summary

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?

Fiserv Price Performance

NASDAQ FISV opened at $59.36 on Monday. The stock has a 50-day simple moving average of $65.79 and a 200 day simple moving average of $94.95. Fiserv, Inc. has a twelve month low of $57.79 and a twelve month high of $238.59. The stock has a market capitalization of $32.27 billion, a PE ratio of 9.36, a P/E/G ratio of 3.39 and a beta of 0.78. 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 (NASDAQ:FISV) last issued its quarterly earnings results on Tuesday, February 10th. The business services provider reported $1.99 EPS for the quarter, topping analysts’ consensus estimates 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 company’s quarterly revenue was up .6% compared to the same quarter last year. 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. Research analysts anticipate that Fiserv, Inc. will post 10.23 EPS for the current year.

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.