Trajan Wealth LLC Lowers Stock Holdings in Fiserv, Inc. $FISV

Trajan Wealth LLC reduced its holdings in Fiserv, Inc. (NASDAQ:FISV) by 6.5% during the 3rd quarter, Holdings Channel reports. The firm owned 175,024 shares of the business services provider’s stock after selling 12,254 shares during the quarter. Fiserv makes up about 1.0% of Trajan Wealth LLC’s holdings, making the stock its 26th largest holding. Trajan Wealth LLC’s holdings in Fiserv were worth $22,566,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Pinnacle Wealth Management Advisory Group LLC grew its stake in Fiserv by 2.8% in the 2nd quarter. Pinnacle Wealth Management Advisory Group LLC now owns 2,811 shares of the business services provider’s stock valued at $485,000 after acquiring an additional 77 shares during the period. Quadcap Wealth Management LLC lifted its holdings in Fiserv by 2.1% during the second quarter. Quadcap Wealth Management LLC now owns 3,900 shares of the business services provider’s stock valued at $672,000 after purchasing an additional 79 shares in the last quarter. Strategic Blueprint LLC grew its position in shares of Fiserv by 4.4% in the second quarter. Strategic Blueprint LLC now owns 1,977 shares of the business services provider’s stock valued at $341,000 after purchasing an additional 83 shares during the period. Glenview Trust co increased its stake in shares of Fiserv by 0.3% during the second quarter. Glenview Trust co now owns 32,864 shares of the business services provider’s stock worth $5,666,000 after purchasing an additional 85 shares in the last quarter. Finally, Smithfield Trust Co raised its position in shares of Fiserv by 0.9% during the 2nd quarter. Smithfield Trust Co now owns 9,773 shares of the business services provider’s stock worth $1,685,000 after purchasing an additional 86 shares during the last quarter. 90.98% of the stock is owned by institutional investors and hedge funds.

Fiserv Trading Down 0.1%

Shares of FISV opened at $61.47 on Monday. 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, Inc. has a 12-month low of $57.79 and a 12-month high of $238.59. The firm has a 50-day moving average price of $65.26 and a 200 day moving average price of $92.34. The firm has a market capitalization of $32.87 billion, a P/E ratio of 9.70, a P/E/G ratio of 1.89 and a beta of 0.78.

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 the consensus estimate of $1.90 by $0.09. The company had revenue of $4.90 billion for the quarter, compared to analyst estimates of $4.78 billion. Fiserv had a net margin of 16.42% and a return on equity of 18.39%. Fiserv’s revenue was up .6% on a year-over-year basis. During the same period in the previous 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, Inc. will post 10.23 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research firms have commented on FISV. Royal Bank Of Canada set a $85.00 price objective on Fiserv and gave the stock an “outperform” rating in a research note on Thursday, October 30th. Compass Point lowered their price target on Fiserv from $78.00 to $75.00 and set a “neutral” rating on the stock in a research note on Wednesday, February 11th. JPMorgan Chase & Co. reduced their price objective on Fiserv from $85.00 to $75.00 and set a “neutral” rating for the company in a research note on Wednesday, February 11th. Mizuho lowered their target price on shares of Fiserv from $110.00 to $100.00 and set an “outperform” rating on the stock in a research note on Monday, December 22nd. Finally, Wolfe Research reiterated a “peer perform” rating on shares of Fiserv in a research report on Wednesday, October 29th. Ten analysts have rated the stock with a Buy rating, twenty-four have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $110.16.

Insider Buying and Selling at Fiserv

In other Fiserv news, CFO Paul M. Todd purchased 17,000 shares of the stock in a transaction dated Monday, December 1st. The stock was acquired at an average cost of $62.41 per share, for a total transaction of $1,060,970.00. Following the acquisition, the chief financial officer owned 24,453 shares in the company, valued at $1,526,111.73. This trade represents a 228.10% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Adam L. Rosman acquired 7,900 shares of Fiserv stock in a transaction that occurred on Tuesday, December 2nd. The stock was bought at an average price of $63.19 per share, for a total transaction of $499,201.00. Following the completion of the acquisition, the insider owned 61,285 shares in the company, valued at $3,872,599.15. This trade represents 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.

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.