SSA Swiss Advisors AG Invests $1.23 Million in Fiserv, Inc. $FISV

SSA Swiss Advisors AG bought a new stake in shares of Fiserv, Inc. (NASDAQ:FISV) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 18,295 shares of the business services provider’s stock, valued at approximately $1,232,000.

Other hedge funds have also recently made changes to their positions in the company. Stonebridge Capital Advisors LLC grew its stake in Fiserv by 2.3% in the 2nd quarter. Stonebridge Capital Advisors LLC now owns 4,318 shares of the business services provider’s stock worth $744,000 after acquiring an additional 98 shares in the last quarter. Bison Wealth LLC raised its stake in shares of Fiserv by 5.3% during the fourth quarter. Bison Wealth LLC now owns 2,299 shares of the business services provider’s stock valued at $472,000 after acquiring an additional 116 shares in the last quarter. ROI Financial Advisors LLC boosted its holdings in shares of Fiserv by 10.3% in the third quarter. ROI Financial Advisors LLC now owns 1,871 shares of the business services provider’s stock valued at $241,000 after purchasing an additional 175 shares during the period. WASHINGTON TRUST Co boosted its holdings in shares of Fiserv by 3.5% in the third quarter. WASHINGTON TRUST Co now owns 5,172 shares of the business services provider’s stock valued at $667,000 after purchasing an additional 175 shares during the period. Finally, Notis McConarty Edward grew its stake in Fiserv by 0.5% in the third quarter. Notis McConarty Edward now owns 35,840 shares of the business services provider’s stock worth $4,621,000 after purchasing an additional 185 shares in the last quarter. 90.98% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, CFO Paul M. Todd acquired 10,060 shares of the company’s stock in a transaction that occurred on Wednesday, June 17th. The shares were bought at an average price of $49.70 per share, with a total value of $499,982.00. Following the completion of the transaction, the chief financial officer directly owned 184,107 shares in the company, valued at $9,150,117.90. This trade represents a 5.78% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.06% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

FISV has been the topic of several research reports. B. Riley Financial reduced their price objective on Fiserv from $69.00 to $66.00 and set a “neutral” rating on the stock in a report on Wednesday, May 6th. Citigroup dropped their price target on Fiserv from $68.00 to $60.00 and set a “neutral” rating on the stock in a research report on Thursday, April 9th. Keefe, Bruyette & Woods cut their price target on Fiserv from $80.00 to $75.00 and set an “outperform” rating on the stock in a research note on Tuesday, April 7th. Morgan Stanley lifted their price objective on Fiserv from $64.00 to $65.00 and gave the company an “equal weight” rating in a report on Friday, May 29th. Finally, Truist Financial set a $58.00 price objective on shares of Fiserv and gave the stock a “hold” rating in a research note on Friday, May 29th. Nine equities research analysts have rated the stock with a Buy rating, twenty-five have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $82.23.

Fiserv Stock Down 1.9%

Fiserv stock opened at $47.86 on Friday. The business has a fifty day moving average of $56.73 and a two-hundred day moving average of $60.75. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 1.06. The firm has a market cap of $25.52 billion, a P/E ratio of 8.11, a P/E/G ratio of 1.36 and a beta of 0.79. Fiserv, Inc. has a twelve month low of $47.37 and a twelve month high of $177.36.

Fiserv (NASDAQ:FISV) last announced its quarterly earnings results on Tuesday, May 5th. The business services provider reported $1.79 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.57 by $0.22. The business had revenue of $4.67 billion for the quarter, compared to the consensus estimate of $4.73 billion. Fiserv had a return on equity of 17.46% and a net margin of 15.17%.Fiserv’s quarterly revenue was down 2.0% compared to the same quarter last year. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. On average, analysts forecast that Fiserv, Inc. will post 8.14 earnings per share for the current fiscal year.

Key Headlines Impacting Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: CFO Paul M. Todd bought 10,060 shares for about $500,000, a sign of insider confidence that can help reassure investors after recent leadership uncertainty. Insider transaction filing
• Positive Sentiment: Multiple insiders reportedly bought more than $1 million of stock after the CEO exit, which may be viewed as a vote of confidence in Fiserv’s outlook. MSN article
• Neutral Sentiment: UBS reiterated a Hold rating, suggesting analysts are not yet moving more bullish despite the recent price weakness. UBS note
• Neutral Sentiment: Fiserv announced a €1 billion senior notes offering, which adds financing flexibility but could also raise investor focus on leverage and interest expense. Senior notes offering
• Negative Sentiment: The biggest overhang remains the sudden departure of CEO Mike Lyons, which has triggered concerns about execution and leadership stability. CEO departure article
• Negative Sentiment: Broader market rotation away from technology and into financials may also be influencing Fiserv’s move, but it does not remove the company-specific uncertainty. Sector rotation article

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.