Rhumbline Advisers Has $132.91 Million Holdings in Fiserv, Inc. $FISV

Rhumbline Advisers decreased its holdings in Fiserv, Inc. (NASDAQ:FISV) by 0.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,030,899 shares of the business services provider’s stock after selling 8,082 shares during the period. Rhumbline Advisers owned about 0.19% of Fiserv worth $132,914,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Clear Street LLC acquired a new position in Fiserv in the 2nd quarter valued at approximately $34,000. Sound Income Strategies LLC acquired a new position in shares of Fiserv in the third quarter worth $28,000. True Wealth Design LLC raised its holdings 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 worth $30,000 after acquiring an additional 225 shares in the last quarter. Golden State Wealth Management LLC boosted 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 purchasing an additional 221 shares during the last quarter. Finally, Solstein Capital LLC purchased a new position in Fiserv in the second quarter valued at about $43,000. 90.98% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on FISV shares. Sanford C. Bernstein downgraded Fiserv from an “outperform” rating to a “market perform” rating and cut their price target for the stock from $205.00 to $80.00 in a research note on Thursday, October 30th. Citigroup restated a “neutral” rating and issued a $68.00 price objective (down previously from $75.00) on shares of Fiserv in a report on Wednesday. Compass Point cut shares of Fiserv from a “strong-buy” rating to a “neutral” rating and set a $127.50 target price for the company. in a research note on Wednesday, October 29th. TD Cowen restated a “hold” rating on shares of Fiserv in a research note on Monday, January 12th. Finally, Wells Fargo & Company upgraded shares of Fiserv to a “hold” rating in a report on Wednesday, October 22nd. Ten research analysts have rated the stock with a Buy rating, twenty-five have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $110.98.

Fiserv Price Performance

Shares of Fiserv stock opened at $62.11 on Thursday. Fiserv, Inc. has a 1-year low of $57.79 and a 1-year high of $238.59. The firm has a fifty day simple moving average of $66.07 and a 200-day simple moving average of $96.42. The company has a current ratio of 1.03, a quick ratio of 1.08 and a debt-to-equity ratio of 1.08. The stock has a market capitalization of $33.76 billion, a price-to-earnings ratio of 9.80, a PEG ratio of 3.56 and a beta of 0.78.

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

Insider Activity 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. 1.00% of the stock is owned by corporate insiders.

Key Fiserv News

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Adjusted Q4 EPS beat consensus ($1.99 vs. $1.90) and management presented a clear “transition year” plan that markets interpreted as stabilizing. This beat is the main driver of the intraday uptick. Why Fiserv Stock Is Racing Higher Today
• Positive Sentiment: Management highlighted progress on the OneFiserv strategy and modernization (long-term cost and integration benefits), which investors see as evidence the company can stabilize growth after a difficult prior year. Why Fiserv Stock Is Racing Higher Today (Fool)
• Neutral Sentiment: Revenue picture is mixed — revenue beat/was stable in some reports but showed year-over-year weakness in parts of the business (merchant/restaurant and some retail softness). That keeps upside limited until reacceleration is visible. Fiserv Inc (FISV) Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Company set FY2026 EPS guide in an 8.00–8.30 range (management framed 2026 as a transition year) — credible but cautious guidance limits immediate multiple expansion. Why Fiserv (FISV) Is Up 7.7% After Q4 Beat And 2026 Cautious Outlook Pivot
• Negative Sentiment: Analysts are trimming price targets and maintaining neutral/equal‑weight stances (UBS, Stephens, B. Riley lowered targets into the $70–$72 area), signaling limited near-term upside and continued skepticism on growth momentum. UBS/Stephens price target notes
• Negative Sentiment: Investor concerns include execution risk around new AI/ServiceNow initiatives and active investor lawsuits — these governance/execution headlines are cited as weighing on the turnaround story. Fiserv Turnaround Weighed By ServiceNow AI Push And Investor Lawsuits
• Negative Sentiment: Some large investors (example: Matrix Asset Management) reduced exposure after prior weakness; that selling pressure can amplify volatility as the market digests mixed results. Matrix Asset Management Sold Fiserv

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.