Oregon Public Employees Retirement Fund Takes Position in Fiserv, Inc. $FISV

Oregon Public Employees Retirement Fund purchased a new stake in Fiserv, Inc. (NASDAQ:FISV) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 61,534 shares of the business services provider’s stock, valued at approximately $4,133,000.

Several other hedge funds have also recently added to or reduced their stakes in FISV. Oakworth Capital Inc. purchased a new position in Fiserv during the 4th quarter valued at about $25,000. American National Bank & Trust purchased a new position in Fiserv during the 4th quarter valued at about $27,000. Mendota Financial Group LLC purchased a new position in Fiserv during the 4th quarter valued at about $28,000. Capital Advisors Ltd. LLC purchased a new position in Fiserv during the 4th quarter valued at about $29,000. Finally, Redmont Wealth Advisors LLC purchased a new position in Fiserv during the 3rd quarter valued at about $30,000. 90.98% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the stock. Jefferies Financial Group raised their target price on shares of Fiserv from $60.00 to $65.00 and gave the company a “hold” rating in a report on Wednesday, January 21st. Robert W. Baird set a $78.00 target price on shares of Fiserv in a report on Wednesday, May 6th. Keefe, Bruyette & Woods dropped their target price on shares of Fiserv from $80.00 to $75.00 and set an “outperform” rating for the company in a report on Tuesday, April 7th. Susquehanna restated a “positive” rating and set a $91.00 target price (down from $99.00) on shares of Fiserv in a report on Monday, May 4th. Finally, BMO Capital Markets assumed coverage on shares of Fiserv in a report on Tuesday, April 21st. They set a “market perform” rating and a $65.00 target price for the company. Eight analysts have rated the stock with a Buy rating, twenty-seven have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, Fiserv currently has a consensus rating of “Hold” and an average price target of $83.57.

Fiserv Stock Performance

Shares of NASDAQ FISV opened at $53.46 on Friday. The company has a market cap of $28.51 billion, a PE ratio of 9.06, a price-to-earnings-growth ratio of 1.66 and a beta of 0.84. Fiserv, Inc. has a 12 month low of $52.17 and a 12 month high of $190.86. The company has a debt-to-equity ratio of 1.06, a current ratio of 1.06 and a quick ratio of 1.06. The company has a 50-day simple moving average of $58.29 and a 200-day simple moving average of $63.16.

Fiserv (NASDAQ:FISV) last issued its quarterly earnings results on Tuesday, May 5th. The business services provider reported $1.79 EPS for the quarter, topping analysts’ consensus estimates of $1.57 by $0.22. The business had revenue of $4.68 billion during the quarter, compared to the consensus estimate of $4.73 billion. Fiserv had a net margin of 15.17% and a return on equity of 17.46%. The firm’s revenue for the quarter was down 2.0% on a year-over-year basis. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. On average, equities analysts anticipate that Fiserv, Inc. will post 8.14 earnings per share for the current year.

Key Fiserv News

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Fiserv reaffirmed 2026 guidance and outlined a longer-term plan for 4% to 6% annual adjusted revenue growth from 2026 to 2029, with adjusted operating margins expected to exceed 37% by 2029 and EPS topping $12.00 in 2029.
• Positive Sentiment: The company launched agentOS and announced a collaboration with OpenAI, signaling a push into agentic AI for banks that could improve efficiency for customers and open new product opportunities.
• Positive Sentiment: Management emphasized the “One Fiserv” strategy, which is aimed at driving durable growth, stronger cash generation, and disciplined capital allocation, helping restore confidence in the turnaround narrative.
• Neutral Sentiment: Fiserv also announced a joint venture with Bridgeport Partners for its ATM Managed Services, Cash & Logistics, and MoneyPass businesses, a move that may unlock value but still needs regulatory approval and closing conditions.
• Negative Sentiment: The 2026 outlook still calls for only 1% to 3% adjusted and organic revenue growth, which suggests near-term growth remains modest despite the more optimistic multi-year targets.
• Negative Sentiment: A recent analyst price-target cut to $40 from Rothschild & Co Redburn reflects lingering skepticism about the stock’s near-term recovery.

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.