First National Bank of Omaha Purchases New Shares in Fiserv, Inc. $FISV

First National Bank of Omaha bought a new position in Fiserv, Inc. (NASDAQ:FISV) in the 3rd quarter, according to its most recent disclosure with the SEC. The firm bought 21,740 shares of the business services provider’s stock, valued at approximately $2,803,000.

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

Insider Buying and Selling at Fiserv

In other news, CFO Paul M. Todd acquired 17,000 shares of Fiserv stock in a transaction that occurred on Monday, December 1st. The stock was bought at an average price of $62.41 per share, for a total transaction of $1,060,970.00. Following the completion of the transaction, the chief financial officer owned 24,453 shares in the company, valued at $1,526,111.73. The trade was a 228.10% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Adam L. Rosman bought 7,900 shares of the company’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. 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

Several research analysts recently issued reports on FISV shares. Zacks Research upgraded shares of Fiserv from a “strong sell” rating to a “hold” rating in a research note on Wednesday, January 14th. Argus reaffirmed a “hold” rating on shares of Fiserv in a research note on Thursday, October 30th. Wells Fargo & Company raised Fiserv to a “hold” rating in a research report on Wednesday, October 22nd. KeyCorp downgraded Fiserv from an “overweight” rating to a “hold” rating in a research note on Thursday, October 30th. Finally, William Blair cut Fiserv from an “outperform” rating to a “market perform” rating in a research note on Wednesday, October 29th. Ten investment analysts have rated the stock with a Buy rating, twenty-four have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $110.16.

Fiserv Stock Performance

FISV stock opened at $63.01 on Thursday. The stock’s 50 day simple moving average is $65.53 and its 200 day simple moving average is $93.66. The company has a current ratio of 1.03, a quick ratio of 1.08 and a debt-to-equity ratio of 1.08. Fiserv, Inc. has a 12-month low of $57.79 and a 12-month high of $238.59. The stock has a market capitalization of $34.25 billion, a PE ratio of 9.94, a price-to-earnings-growth ratio of 3.63 and a beta of 0.78.

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

Fiserv News Roundup

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Jana Partners has built a stake in Fiserv and is pressing for changes; reports say Jana has been in conversations with management and at least publicly supports CEO Mike Lyons, a catalyst for the recent rally. Activist investor Jana Partners builds stake in Fiserv (Reuters)
• Positive Sentiment: News of Jana’s stake triggered sharp intraday gains (reports of a >5% jump), reflecting investor hope that activist engagement could accelerate cost actions, asset moves or strategy changes to boost valuation. Fiserv (FISV) Jumps Over 6% as Activist Investor Gobbles Stake (Yahoo)
• Neutral Sentiment: Analysts continue to focus on key post‑earnings questions (growth drivers, margin recovery, integration and capital allocation) that will determine whether Fiserv can regain momentum; these Q&A points are on investors’ watchlists. The Top 5 Analyst Questions From Fiserv’s Q4 Earnings Call (Yahoo)
• Neutral Sentiment: Industry commentary (Zacks) notes cross-border and e‑commerce tailwinds for payments firms but also warns rising tech and expense pressures — a mixed backdrop that could support eventual recovery but compress near‑term margins. 5 Financial Transaction Stocks to Watch Despite Elevated Expense Level (Zacks)
• Negative Sentiment: Management flagged a slowdown in its small‑business POS platform, which has weighed on revenue and sentiment; that operational softness is a direct headwind to near‑term growth expectations. Slowdown in Its Small Business POS Platform Weighed on Fiserv’s (FISV) Shares (Yahoo)
• Negative Sentiment: Longer‑term performance remains poor (articles note the stock’s steep decline over the past year), underlining that activism alone must contend with operational fixes and balance‑sheet concerns to produce sustained upside. What I’m Watching With Fiserv to See if It Beats the Market (The Motley Fool)

Fiserv 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.