NEOS Investment Management LLC Acquires 10,089 Shares of Fiserv, Inc. $FISV

NEOS Investment Management LLC lifted its holdings in shares of Fiserv, Inc. (NASDAQ:FISV) by 18.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 64,970 shares of the business services provider’s stock after buying an additional 10,089 shares during the period. NEOS Investment Management LLC’s holdings in Fiserv were worth $8,377,000 at the end of the most recent reporting period.

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

Insider Activity

In other news, CFO Paul M. Todd bought 17,000 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The stock was purchased at an average cost of $62.41 per share, for a total transaction of $1,060,970.00. Following the purchase, the chief financial officer directly owned 24,453 shares in the company, valued at approximately $1,526,111.73. This trade represents a 228.10% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Adam L. Rosman purchased 7,900 shares of Fiserv stock in a transaction that occurred on Tuesday, December 2nd. The stock was acquired at an average cost of $63.19 per share, with a total value of $499,201.00. Following the acquisition, the insider directly owned 61,285 shares in the company, valued at $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. 1.00% of the stock is currently owned by company insiders.

Fiserv Stock Down 0.7%

Shares of NASDAQ FISV opened at $63.01 on Thursday. The stock has a 50 day moving average price of $65.53 and a 200 day moving average price of $93.66. The firm has a market capitalization of $34.25 billion, a price-to-earnings ratio of 9.94, a PEG ratio of 3.63 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 company has a debt-to-equity ratio of 1.08, a quick ratio of 1.08 and a current ratio of 1.03.

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. Fiserv had a return on equity of 18.39% and a net margin of 16.42%.The firm had revenue of $4.90 billion for the quarter, compared to analyst estimates of $4.78 billion. During the same quarter last year, the firm posted $2.51 earnings per share. The business’s revenue for the quarter was up .6% on a year-over-year basis. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Sell-side analysts expect that Fiserv, Inc. will post 10.23 earnings per share for the current year.

Key Stories Impacting Fiserv

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)

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. BNP Paribas Exane upped their price target on shares of Fiserv from $62.00 to $64.00 and gave the company a “neutral” rating in a research report on Wednesday, February 11th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Fiserv in a research report on Monday, December 29th. B. Riley Financial restated a “neutral” rating and issued a $72.00 price objective (down from $76.00) on shares of Fiserv in a research note on Wednesday, February 11th. Oppenheimer reiterated an “outperform” rating and set a $91.00 target price on shares of Fiserv in a research report on Thursday, October 30th. Finally, Sanford C. Bernstein cut Fiserv from an “outperform” rating to a “market perform” rating and reduced their price target for the stock from $205.00 to $80.00 in a research report on Thursday, October 30th. Ten equities research 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’s stock. Based on data from MarketBeat.com, Fiserv currently has an average rating of “Hold” and a consensus target price of $110.16.

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.