Fiserv (NASDAQ:FISV – Get Free Report) had its price target cut by equities research analysts at B. Riley Financial from $76.00 to $72.00 in a research report issued to clients and investors on Wednesday,MarketScreener reports. The firm presently has a “neutral” rating on the business services provider’s stock. B. Riley Financial’s price objective would suggest a potential upside of 18.17% from the stock’s previous close.
FISV has been the subject of a number of other research reports. Tigress Financial set a $95.00 target price on shares of Fiserv and gave the company a “buy” rating in a research note on Wednesday, December 31st. Morgan Stanley set a $64.00 target price on shares of Fiserv in a research note on Wednesday. JPMorgan Chase & Co. reiterated a “neutral” rating and set a $85.00 target price on shares of Fiserv in a report on Thursday, December 4th. BTIG Research lowered Fiserv from a “buy” rating to a “neutral” rating in a research note on Wednesday, October 29th. Finally, Susquehanna reiterated a “positive” rating and set a $99.00 price objective (down previously from $220.00) on shares of Fiserv in a research report on Wednesday, November 12th. Ten equities research analysts have rated the stock with a Buy rating, twenty-five have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $108.97.
Read Our Latest Stock Analysis on FISV
Fiserv Price Performance
Fiserv (NASDAQ:FISV – Get Free Report) last released its earnings results on Tuesday, February 10th. The business services provider reported $1.99 earnings per share (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 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 revenue was up .6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.51 EPS. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Research analysts forecast that Fiserv will post 10.23 earnings per share for the current year.
Insider Buying and Selling at Fiserv
In other Fiserv news, CFO Paul M. Todd acquired 17,000 shares of the business’s stock in a transaction dated Monday, December 1st. The stock was bought at an average price of $62.41 per share, with a total value of $1,060,970.00. Following the purchase, the chief financial officer owned 24,453 shares of the company’s stock, valued at approximately $1,526,111.73. This trade represents a 228.10% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Adam L. Rosman acquired 7,900 shares of Fiserv stock in a transaction on Tuesday, December 2nd. The shares were bought 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 in the company, valued at approximately $3,872,599.15. This trade represents a 14.80% increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 1.00% of the company’s stock.
Hedge Funds Weigh In On Fiserv
Hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. purchased a new stake in Fiserv during the fourth quarter valued at approximately $3,507,063,000. Geode Capital Management LLC acquired a new stake in shares of Fiserv in the fourth quarter valued at about $854,215,000. Norges Bank purchased a new stake in shares of Fiserv during the fourth quarter worth approximately $555,964,000. Capital World Investors raised its holdings in shares of Fiserv by 35.2% during the 3rd quarter. Capital World Investors now owns 25,781,919 shares of the business services provider’s stock worth $3,324,073,000 after acquiring an additional 6,714,536 shares during the period. Finally, Legal & General Group Plc acquired a new position in Fiserv in the 4th quarter valued at about $250,877,000. Institutional investors own 90.98% of the company’s stock.
Fiserv News Roundup
Here are the key news stories impacting Fiserv this week:
- Positive Sentiment: Q4 EPS beat and upbeat market reaction — Fiserv reported adjusted Q4 EPS above Street estimates and management framed results as evidence the OneFiserv restructuring is stabilizing the business, which has lifted investor sentiment. Why Fiserv Stock Is Racing Higher Today
- Positive Sentiment: Strategic pivot / FY26 outlook — Management presented a “transition year” narrative and set FY2026 EPS guidance (range), emphasizing product modernization (OneFiserv) and cost discipline; that cautious but constructive outlook helped lift the stock. Why Fiserv (FISV) Is Up 7.7% After Q4 Beat And 2026 Cautious Outlook Pivot
- Positive Sentiment: Short-interest profile improved vs mid‑January — Short interest fell from ~20.1M to ~16.74M shares (about 3.1% of float, ~2 days to cover on avg. volume), removing some near‑term short-pressure. (data reported 2/10)
- Neutral Sentiment: Mixed top-line and pocketed weakness — Revenue metrics were mixed across segments (merchant/financial solutions); some outlets report modest revenue growth while others show year‑over‑year declines, leaving investors focused on whether core growth accelerates. Fiserv Sees Restaurant and Retail Softness as Revenues Climb 4%
- Neutral Sentiment: Earnings-call detail / transition commentary — The Q4 earnings call reiterated execution progress but emphasized a transition year and near-term headwinds (consumer spending mix, platform migrations), which makes medium-term visibility the key watch item. Fiserv Inc (FISV) Q4 2025 Earnings Call Highlights
- Negative Sentiment: Analysts trimming targets / neutral ratings — UBS and Stephens cut price targets to $70 (neutral/equal weight) and B. Riley trimmed its target to $72/reaffirmed neutral, signalling caution from the sell‑side and capping upside. FISV: Fiserv price target lowered by UBS
- Negative Sentiment: Strategic/legal headwinds flagged — Coverage noted that the turnaround is weighed by Fiserv’s push around ServiceNow/AI initiatives and ongoing investor lawsuits, which raise execution and litigation risk for the recovery thesis. Fiserv Turnaround Weighed By ServiceNow AI Push And Investor Lawsuits
- Negative Sentiment: Notable institutional selling — Reports show Matrix Asset Management sold Fiserv after an unexpected miss in a prior period, signaling some institutional skepticism and potential additional selling pressure. Matrix Asset Management Sold Fiserv (FISV)
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.
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