Eagle Rock Investment Company LLC Purchases 8,641 Shares of Fiserv, Inc. $FISV

Eagle Rock Investment Company LLC increased its position in shares of Fiserv, Inc. (NASDAQ:FISV) by 20.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 51,900 shares of the business services provider’s stock after buying an additional 8,641 shares during the period. Fiserv accounts for approximately 1.0% of Eagle Rock Investment Company LLC’s investment portfolio, making the stock its 29th biggest position. Eagle Rock Investment Company LLC’s holdings in Fiserv were worth $6,691,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in FISV. Fifth Third Bancorp increased its stake in shares of Fiserv by 1.0% during the 3rd quarter. Fifth Third Bancorp now owns 101,525 shares of the business services provider’s stock worth $13,090,000 after purchasing an additional 1,046 shares during the last quarter. Brooktree Capital Management increased its position in Fiserv by 22.7% during the third quarter. Brooktree Capital Management now owns 55,395 shares of the business services provider’s stock worth $7,142,000 after buying an additional 10,246 shares during the last quarter. State of New Jersey Common Pension Fund D raised its stake in Fiserv by 1.8% in the third quarter. State of New Jersey Common Pension Fund D now owns 194,427 shares of the business services provider’s stock valued at $25,067,000 after buying an additional 3,442 shares during the period. PNC Financial Services Group Inc. lifted its position in shares of Fiserv by 2.6% in the third quarter. PNC Financial Services Group Inc. now owns 169,804 shares of the business services provider’s stock valued at $21,893,000 after buying an additional 4,246 shares during the last quarter. Finally, Troy Asset Management Ltd boosted its stake in shares of Fiserv by 17.9% during the 3rd quarter. Troy Asset Management Ltd now owns 374,142 shares of the business services provider’s stock worth $48,238,000 after acquiring an additional 56,934 shares during the period. Institutional investors and hedge funds own 90.98% of the company’s stock.

Key Fiserv News

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: New product/market expansion — Fiserv launched INDX, a 24/7/365 real-time cash-settlement platform for digital-asset firms that lets crypto companies move USD instantly via an insured custodial account. That broadens Fiserv’s addressable payments/treasury footprint and could drive new fee revenue and deposits. TradFi giant Fiserv builds real-time dollar rails for crypto companies
• Positive Sentiment: Recent quarterly beat and guidance helped sentiment — Fiserv reported Q4 results that topped estimates and provided FY‑2026 EPS guidance (8.00–8.30), supporting the “comeback” narrative investors have been discussing. See the earnings call transcript and coverage explaining why shares jumped. Fiserv Q4 2025 earnings call transcript
• Neutral Sentiment: Analyst moves are mixed and maintain neutral ratings — BNP Paribas nudged its PT up modestly to $64 (still neutral), while other firms adjusted numbers (see negatives below). These moves so far reflect differing views but no material rating upgrades. BNP Paribas raises PT to $64
• Neutral Sentiment: Short-interest data published for February appears anomalous (shows zero shares and 0.0 days cover), so it provides no reliable signal about bearish positioning. Treat that data as likely erroneous. (internal/marketbeat entries)
• Negative Sentiment: Price-target trims from major brokers — JPMorgan lowered its PT to $75 (from $85), B. Riley cut to $72, and Compass Point lowered to $75; all kept “neutral” ratings but the downward PT revisions increase near-term pressure on the stock. JPMorgan trims PT
• Negative Sentiment: Ongoing execution/legal concerns — coverage highlights investor lawsuits and strategic execution risk (including integration and competitive pressures such as ServiceNow’s AI push) that could weigh on sentiment until management demonstrates sustained revenue/earnings momentum. Turnaround weighed by ServiceNow AI push and investor lawsuits
• Neutral Sentiment: Analyst/company comparisons and commentary — longer-form pieces comparing Fiserv to peers (e.g., PayPal vs. Fiserv comeback discussions) are framing the stock as a turnaround/idea trade rather than an immediate catalyst. PayPal Vs. Fiserv: Which Is The Better Comeback Bet?

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on FISV shares. Oppenheimer restated an “outperform” rating and issued a $91.00 price target on shares of Fiserv in a research note on Thursday, October 30th. B. Riley Securities reiterated a “neutral” rating and issued a $72.00 price objective (down from $76.00) on shares of Fiserv in a report on Wednesday, February 11th. Keefe, Bruyette & Woods reduced their target price on shares of Fiserv from $170.00 to $92.00 and set an “outperform” rating for the company in a report on Thursday, October 30th. Citigroup reiterated a “neutral” rating and issued a $68.00 price target (down previously from $75.00) on shares of Fiserv in a research note on Wednesday. Finally, TD Cowen restated a “hold” rating on shares of Fiserv in a research report on Monday, January 12th. Ten analysts have rated the stock with a Buy rating, twenty-five have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $108.97.

Insiders Place Their Bets

In other news, insider Adam L. Rosman acquired 7,900 shares of Fiserv stock in a transaction 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 purchase, the insider directly owned 61,285 shares of the company’s stock, valued at approximately $3,872,599.15. This represents a 14.80% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Paul M. Todd bought 17,000 shares of the firm’s stock in a transaction 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 completion of the acquisition, the chief financial officer owned 24,453 shares in the company, valued at approximately $1,526,111.73. This trade represents a 228.10% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.75% of the stock is currently owned by company insiders.

Fiserv Stock Performance

NASDAQ FISV opened at $59.36 on Monday. The company has a quick ratio of 1.08, a current ratio of 1.03 and a debt-to-equity ratio of 1.08. The company has a market capitalization of $32.27 billion, a P/E ratio of 9.36, a P/E/G ratio of 3.39 and a beta of 0.78. Fiserv, Inc. has a 12-month low of $57.79 and a 12-month high of $238.59. The firm has a 50-day moving average price of $65.79 and a two-hundred day moving average price of $94.95.

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