Intech Investment Management LLC Purchases 193,209 Shares of Fiserv, Inc. $FISV

Intech Investment Management LLC raised its position in Fiserv, Inc. (NASDAQ:FISV) by 264.5% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 266,254 shares of the business services provider’s stock after purchasing an additional 193,209 shares during the period. Intech Investment Management LLC’s holdings in Fiserv were worth $34,328,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently added to or reduced their stakes in FISV. Pinnacle Wealth Management Advisory Group LLC boosted its position in shares of Fiserv by 2.8% in the second quarter. Pinnacle Wealth Management Advisory Group LLC now owns 2,811 shares of the business services provider’s stock valued at $485,000 after acquiring an additional 77 shares during the period. Quadcap Wealth Management LLC raised its stake in Fiserv by 2.1% in the 2nd quarter. Quadcap Wealth Management LLC now owns 3,900 shares of the business services provider’s stock worth $672,000 after purchasing an additional 79 shares in the last quarter. Glenview Trust co raised its stake in Fiserv by 0.3% in the 2nd quarter. Glenview Trust co now owns 32,864 shares of the business services provider’s stock worth $5,666,000 after purchasing an additional 85 shares in the last quarter. Smithfield Trust Co boosted its holdings in Fiserv by 0.9% in the 2nd quarter. Smithfield Trust Co now owns 9,773 shares of the business services provider’s stock valued at $1,685,000 after purchasing an additional 86 shares during the period. Finally, TRUE Private Wealth Advisors boosted its holdings in Fiserv by 5.1% in the 2nd quarter. TRUE Private Wealth Advisors now owns 1,785 shares of the business services provider’s stock valued at $308,000 after purchasing an additional 86 shares during the period. Institutional investors own 90.98% of the company’s stock.

Fiserv Trading Up 4.2%

Shares of FISV opened at $61.61 on Thursday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.03 and a current ratio of 1.03. Fiserv, Inc. has a 52-week low of $57.79 and a 52-week high of $238.59. The firm has a market cap of $32.95 billion, a price-to-earnings ratio of 9.72, a PEG ratio of 1.81 and a beta of 0.78. The business’s fifty day moving average is $64.74 and its 200-day moving average is $91.09.

Fiserv (NASDAQ:FISV) last released its quarterly earnings data on Tuesday, February 10th. The business services provider reported $1.99 earnings per share 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 business had revenue of $4.90 billion for the quarter, compared to analyst estimates of $4.78 billion. During the same period last year, the firm posted $2.51 earnings per share. Fiserv’s revenue was up .6% compared to the same quarter last year. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Equities analysts anticipate that Fiserv, Inc. will post 10.23 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages have recently commented on FISV. Truist Financial cut shares of Fiserv from a “buy” rating to a “hold” rating and lowered their target price for the stock from $143.00 to $75.00 in a report on Thursday, October 30th. Susquehanna restated a “positive” rating and set a $99.00 price objective (down from $220.00) on shares of Fiserv in a research note on Wednesday, November 12th. Argus reaffirmed a “hold” rating on shares of Fiserv in a report on Thursday, October 30th. Cantor Fitzgerald raised Fiserv to a “hold” rating in a report on Tuesday, January 27th. Finally, The Goldman Sachs Group downgraded Fiserv from a “buy” rating to a “neutral” rating and dropped their price target for the company from $149.00 to $79.00 in a research note on Thursday, October 30th. Ten investment analysts have rated the stock with a Buy rating, twenty-four have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $110.06.

Insider Activity at Fiserv

In related news, insider Adam L. Rosman bought 7,900 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were purchased at an average price 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. This represents a 14.80% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Also, CFO Paul M. Todd purchased 17,000 shares of the stock in a transaction dated Monday, December 1st. The shares were bought at an average price of $62.41 per share, with a total value of $1,060,970.00. Following the completion of the acquisition, the chief financial officer directly owned 24,453 shares of the company’s stock, valued at approximately $1,526,111.73. This represents a 228.10% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 1.00% of the company’s stock.

Key Stories Impacting Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Peoples Group strategic partnership to build Canada’s next‑generation payments platform — expands Fiserv’s addressable market in a key region and supports recurring processing revenue and tech positioning. Peoples Group Teams with Fiserv
• Positive Sentiment: Notable decline in short interest (down ~14.8% to ~14.26M shares as of Feb 13) — reduces immediate short‑selling pressure and can amplify upside on positive news.
• Positive Sentiment: Unusually large call‑option activity (≈43,453 calls bought, ~80% above average) — market participants are expressing near‑term bullish bets, which can drive intraday buying pressure.
• Positive Sentiment: RBC Capital reiterated its Buy rating and $85 price target after Fiserv beat Q4 expectations — analyst support helps validate the turnaround narrative and can attract institutional buyers. RBC Reiterates Rating
• Neutral Sentiment: Activist investor Jana Partners has taken a stake and new CEO Mike Lyons is pushing a One Fiserv AI/partnership strategy — could be positive long term but increases near‑term strategic uncertainty and re‑rating risk. Jana Stake and CEO Plan
• Negative Sentiment: B. Riley lowered its expectations for Fiserv’s stock price — a sign some analysts remain cautious on near‑term multiple expansion. B. Riley Lowers Expectations
• Negative Sentiment: Madison Large Cap Fund exited its Fiserv position — a notable institutional exit that can signal profit‑taking or reallocation pressure. Madison Exits Fiserv
• Negative Sentiment: Media coverage tied recent stock weakness to activist arrival and uncertainty around execution — such narratives can keep volatility elevated despite fundamental positives. Why Fiserv Stock Flopped

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.