Varma Mutual Pension Insurance Co Increases Stake in Fiserv, Inc. $FISV

Varma Mutual Pension Insurance Co grew its position in Fiserv, Inc. (NASDAQ:FISV) by 22.1% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 121,731 shares of the business services provider’s stock after acquiring an additional 22,000 shares during the quarter. Varma Mutual Pension Insurance Co’s holdings in Fiserv were worth $15,695,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Norges Bank purchased a new stake in Fiserv during the 2nd quarter worth $1,252,260,000. Amundi increased its holdings in Fiserv by 27.2% in the second quarter. Amundi now owns 3,781,665 shares of the business services provider’s stock valued at $652,148,000 after buying an additional 807,916 shares during the last quarter. Legal & General Group Plc raised its holdings in shares of Fiserv by 1.1% during the second quarter. Legal & General Group Plc now owns 3,506,096 shares of the business services provider’s stock worth $604,486,000 after purchasing an additional 39,036 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA lifted its holdings in shares of Fiserv by 3.9% in the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 2,921,333 shares of the business services provider’s stock worth $362,128,000 after purchasing an additional 109,427 shares during the last quarter. Finally, Franklin Resources Inc. boosted its position in Fiserv by 34.7% during the 2nd quarter. Franklin Resources Inc. now owns 2,641,827 shares of the business services provider’s stock valued at $455,478,000 after purchasing an additional 680,743 shares during the period. Institutional investors and hedge funds own 90.98% of the company’s stock.

Insider Activity

In other Fiserv news, CFO Paul M. Todd bought 17,000 shares of the stock in a transaction on Monday, December 1st. The stock was purchased at an average price of $62.41 per share, with a total value of $1,060,970.00. Following the acquisition, the chief financial officer owned 24,453 shares of the company’s stock, valued at approximately $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 available at this hyperlink. Also, insider Adam L. Rosman purchased 7,900 shares of the stock in a transaction dated Tuesday, December 2nd. The stock was bought at an average cost of $63.19 per share, with a total value of $499,201.00. Following the completion of the purchase, the insider owned 61,285 shares in the company, valued at $3,872,599.15. The trade was a 14.80% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 1.00% of the stock is owned by company insiders.

Key Stories Impacting Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Fiserv launched INDX, a 24/7/365 real‑time cash‑settlement platform for digital asset companies that allows instant USD movement via a single custodial account and access to the Fiserv Deposit Network (FDIC coverage up to $25M). This expands fiat rails into crypto clients and could create new fee and deposit flows. Cointelegraph: Fiserv builds real-time dollar rails for crypto companies
• Positive Sentiment: Fiserv reported quarterly results that beat consensus (EPS and revenue) and provided FY‑2026 EPS guidance (8.00–8.30). The beat supports cash flow and margin recovery narratives that underpinned the stock earlier in the week. MSN: Quarterly profit beats
• Neutral Sentiment: BNP Paribas Exane modestly raised its price target (62 → 64) but kept a neutral rating, signaling mixed analyst conviction—small upside implied from current levels. MarketScreener: BNP Paribas PT to $64
• Neutral Sentiment: Short‑interest reports flagged a “significant increase” but the published numbers show zeros/NaN and a 0.0 days ratio — likely a data glitch. Monitor for any confirmed rise in short interest but treat current figures with caution.
• Neutral Sentiment: B. Riley reaffirmed a neutral rating with a lower $72 target; several firms are keeping neutral/equal‑weight stances even as they tweak targets. Benzinga: B. Riley reaffirms neutral
• Negative Sentiment: Major research shops cut price targets (examples: JPMorgan 85 → 75, UBS 75 → 70, Stephens 75 → 70, CompassPoint 78 → 75), keeping mostly neutral ratings but lowering upside expectations — this reduces sell‑side support and can pressure the stock. MarketScreener: JPMorgan PT to $75
• Negative Sentiment: Reported investor selling: Matrix Asset Management disclosed selling FISV following an unexpected event tied to its quarter, indicating some institutional repositioning and reduced demand from at least one manager. InsiderMonkey: Matrix sold Fiserv
• Negative Sentiment: Coverage highlighting strategic execution risks — including the company’s ServiceNow AI initiatives and ongoing investor lawsuits — has kept sentiment cautious and likely amplified selling pressure despite product wins. Yahoo Finance: Turnaround weighed by ServiceNow AI push and lawsuits

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. Zacks Research upgraded Fiserv from a “strong sell” rating to a “hold” rating in a research report on Wednesday, January 14th. Wells Fargo & Company upgraded shares of Fiserv to a “hold” rating in a research note on Wednesday, October 22nd. Cantor Fitzgerald upgraded Fiserv to a “hold” rating in a research report on Tuesday, January 27th. UBS Group lowered their target price on Fiserv from $75.00 to $70.00 and set a “neutral” rating on the stock in a report on Wednesday. Finally, Tigress Financial set a $95.00 price objective on shares of Fiserv and gave the stock a “buy” rating in a research note on Wednesday, December 31st. Ten investment analysts have rated the stock with a Buy rating, twenty-five have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Fiserv has an average rating of “Hold” and an average price target of $108.97.

Fiserv Trading Down 5.3%

NASDAQ:FISV opened at $58.82 on Friday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.08 and a current ratio of 1.03. The company has a market capitalization of $31.97 billion, a P/E ratio of 9.28, a P/E/G ratio of 3.53 and a beta of 0.78. Fiserv, Inc. has a 52 week low of $57.79 and a 52 week high of $238.59. The stock’s 50 day moving average price is $65.93 and its 200 day moving average price is $96.16.

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

Fiserv Company 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.