Fiserv (NASDAQ:FISV) Earns “Neutral” Rating from B. Riley Securities

Fiserv (NASDAQ:FISV)‘s stock had its “neutral” rating restated by equities researchers at B. Riley Securities in a research note issued on Wednesday,Benzinga reports. They presently have a $72.00 price target on the business services provider’s stock, down from their prior price target of $76.00. B. Riley Securities’ target price suggests a potential upside of 15.03% from the stock’s current price.

Several other equities analysts have also recently issued reports on FISV. William Blair cut Fiserv from an “outperform” rating to a “market perform” rating in a research report on Wednesday, October 29th. JPMorgan Chase & Co. reissued a “neutral” rating and set a $85.00 price objective on shares of Fiserv in a report on Thursday, December 4th. Tigress Financial set a $95.00 target price on shares of Fiserv and gave the stock a “buy” rating in a research report on Wednesday, December 31st. BNP Paribas Exane downgraded shares of Fiserv from an “outperform” rating to a “neutral” rating and set a $62.00 price objective on the stock. in a research report on Wednesday, November 5th. Finally, Wolfe Research reaffirmed a “peer perform” rating on shares of Fiserv in a report on Wednesday, October 29th. Ten 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, the company has a consensus rating of “Hold” and a consensus price target of $112.05.

Fiserv Stock Up 4.1%

NASDAQ FISV opened at $62.59 on Wednesday. The stock has a market capitalization of $34.02 billion, a PE ratio of 9.67, a PEG ratio of 3.44 and a beta of 0.78. The business’s 50-day moving average is $66.17 and its 200 day moving average is $96.66. Fiserv 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 1.15, a current ratio of 1.08 and a quick ratio of 1.08.

Fiserv (NASDAQ:FISV) last released 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. The company had revenue of $4.90 billion during the quarter, compared to analysts’ expectations of $4.78 billion. Fiserv had a return on equity of 19.47% and a net margin of 17.05%.The firm’s revenue for the quarter was up .6% compared to the same quarter last year. During the same quarter last year, the business posted $2.51 EPS. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Sell-side analysts forecast that Fiserv will post 10.23 earnings per share for the current year.

Insiders Place Their Bets

In related news, CFO Paul M. Todd acquired 17,000 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The shares were bought at an average price of $62.41 per share, with a total value of $1,060,970.00. Following the completion of the transaction, 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 ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Adam L. Rosman purchased 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 acquisition, 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. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.75% of the company’s stock.

Institutional Investors Weigh In On Fiserv

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Vise Technologies Inc. acquired a new position in Fiserv in the 2nd quarter valued at about $2,320,000. Factory Mutual Insurance Co. increased its stake in Fiserv by 11.7% during the second quarter. Factory Mutual Insurance Co. now owns 157,000 shares of the business services provider’s stock worth $27,068,000 after acquiring an additional 16,500 shares during the last quarter. Dillon & Associates Inc. lifted its stake in shares of Fiserv by 9.1% in the 2nd quarter. Dillon & Associates Inc. now owns 88,570 shares of the business services provider’s stock valued at $15,234,000 after purchasing an additional 7,419 shares in the last quarter. Ipsen Advisor Group LLC purchased a new stake in shares of Fiserv during the 2nd quarter worth about $759,000. Finally, FUKOKU MUTUAL LIFE INSURANCE Co raised its holdings in Fiserv by 236.6% in the second quarter. FUKOKU MUTUAL LIFE INSURANCE Co now owns 8,037 shares of the business services provider’s stock valued at $1,386,000 after buying an additional 5,649 shares during the period. Institutional investors and hedge funds own 90.98% of the company’s stock.

Fiserv News Roundup

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Q4 earnings beat and-profit discipline: FISV reported non-GAAP EPS of $1.99 versus a ~$1.90 consensus, and management pointed to expense discipline that helped margins — a key near-term market driver. Why Fiserv Is Up After Q4 Beat
• Positive Sentiment: Strategy/operational progress — “OneFiserv”: Management highlighted progress on its OneFiserv integration and technology modernization efforts as a multi-year tailwind, which traders are treating as evidence of longer‑term stabilization. Fiserv Sees Restaurant and Retail Softness as Revenues Climb
• Neutral Sentiment: Revenue and key metrics mixed/in-line: Reported revenue was $4.90B — close to some estimates but called mixed by analysts (some sources flagged slight misses vs other consensus figures), so top-line strength is not uniformly convincing. Earnings Call Highlights
• Neutral Sentiment: FY‑2026 guidance is cautious but roughly in line: Fiserv set EPS guidance of $8.00–$8.30 for FY26 (consensus ~8.12), a range that signals modest upside vs. Street expectations and reflects a conservative posture after a turbulent 2025. Company Press Release
• Negative Sentiment: Sector/structure headwinds and slowing core growth: Analysts flagged slower core growth and increasing competitive pressure in payments/processing, supporting neutral/hold ratings rather than buy calls. TipRanks: Neutral Hold Rating
• Negative Sentiment: Consumer softness in key verticals: Management called out restaurant and retail weakness, which could limit merchant-processing volumes until spending patterns normalize. PYMNTS Article
• Negative Sentiment: Market positioning and sentiment signals: Traders showed elevated put activity earlier in the week and short interest remains notable (~3.1% of float, days-to-cover ~2), indicating some investor hedging/bearish positioning that could amplify downside on negative headlines.
• Negative Sentiment: Analyst moves: Recent downgrades/neutral calls (e.g., Northcoast, reiterated Holds) may cap upside until clearer evidence of sustained revenue recovery appears. Northcoast Downgrades

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.