Fiserv (NASDAQ:FISV) Releases FY 2026 Earnings Guidance

Fiserv (NASDAQ:FISV) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 8.000-8.300 for the period, compared to the consensus EPS estimate of 8.120. The company issued revenue guidance of -.

Fiserv Stock Performance

Shares of NASDAQ FISV opened at $62.11 on Thursday. Fiserv has a 12 month low of $57.79 and a 12 month high of $238.59. The company has a market cap of $33.76 billion, a PE ratio of 9.80, a price-to-earnings-growth ratio of 3.56 and a beta of 0.78. The company has a 50-day simple moving average of $66.07 and a 200-day simple moving average of $96.42. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.03 and a quick ratio of 1.08.

Fiserv (NASDAQ:FISV) last announced its quarterly earnings data on Tuesday, February 10th. The business services provider reported $1.99 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.90 by $0.09. Fiserv had a net margin of 16.42% and a return on equity of 18.39%. The company had revenue of $4.90 billion during the quarter, compared to analysts’ expectations of $4.78 billion. During the same period in the previous year, the company earned $2.51 EPS. The business’s quarterly revenue was up .6% compared to the same quarter last year. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. On average, equities analysts anticipate that Fiserv will post 10.23 earnings per share for the current year.

Analysts Set New Price Targets

Several research firms have weighed in on FISV. Sanford C. Bernstein lowered shares of Fiserv from an “outperform” rating to a “market perform” rating and lowered their target price for the company from $205.00 to $80.00 in a research note on Thursday, October 30th. Weiss Ratings reissued a “sell (d+)” rating on shares of Fiserv in a research note on Monday, December 29th. Seaport Research Partners cut shares of Fiserv from a “strong-buy” rating to a “hold” rating in a report on Wednesday, October 29th. Citigroup restated a “neutral” rating and set a $68.00 price target (down previously from $75.00) on shares of Fiserv in a research note on Wednesday. Finally, Royal Bank Of Canada set a $85.00 target price on shares of Fiserv and gave the stock an “outperform” rating in a research report on Thursday, October 30th. Ten investment analysts have rated the stock with a Buy rating, twenty-five have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $110.98.

Insider Activity

In other news, insider Adam L. Rosman acquired 7,900 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was acquired at an average cost of $63.19 per share, for a total transaction of $499,201.00. Following the completion of the acquisition, the insider owned 61,285 shares in the company, valued at $3,872,599.15. This represents a 14.80% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CFO Paul M. Todd purchased 17,000 shares of the stock in a transaction on Monday, December 1st. The shares were acquired at an average cost of $62.41 per share, for a total transaction of $1,060,970.00. Following the transaction, the chief financial officer owned 24,453 shares of the company’s stock, valued at approximately $1,526,111.73. The trade was a 228.10% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 1.00% of the company’s stock.

Fiserv News Roundup

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Adjusted Q4 EPS beat consensus ($1.99 vs. $1.90) and management presented a clear “transition year” plan that markets interpreted as stabilizing. This beat is the main driver of the intraday uptick. Why Fiserv Stock Is Racing Higher Today
• Positive Sentiment: Management highlighted progress on the OneFiserv strategy and modernization (long-term cost and integration benefits), which investors see as evidence the company can stabilize growth after a difficult prior year. Why Fiserv Stock Is Racing Higher Today (Fool)
• Neutral Sentiment: Revenue picture is mixed — revenue beat/was stable in some reports but showed year-over-year weakness in parts of the business (merchant/restaurant and some retail softness). That keeps upside limited until reacceleration is visible. Fiserv Inc (FISV) Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Company set FY2026 EPS guide in an 8.00–8.30 range (management framed 2026 as a transition year) — credible but cautious guidance limits immediate multiple expansion. Why Fiserv (FISV) Is Up 7.7% After Q4 Beat And 2026 Cautious Outlook Pivot
• Negative Sentiment: Analysts are trimming price targets and maintaining neutral/equal‑weight stances (UBS, Stephens, B. Riley lowered targets into the $70–$72 area), signaling limited near-term upside and continued skepticism on growth momentum. UBS/Stephens price target notes
• Negative Sentiment: Investor concerns include execution risk around new AI/ServiceNow initiatives and active investor lawsuits — these governance/execution headlines are cited as weighing on the turnaround story. Fiserv Turnaround Weighed By ServiceNow AI Push And Investor Lawsuits
• Negative Sentiment: Some large investors (example: Matrix Asset Management) reduced exposure after prior weakness; that selling pressure can amplify volatility as the market digests mixed results. Matrix Asset Management Sold Fiserv

Hedge Funds Weigh In On Fiserv

Several institutional investors and hedge funds have recently added to or reduced their stakes in FISV. Brighton Jones LLC grew its holdings in shares of Fiserv by 91.9% during the 4th quarter. Brighton Jones LLC now owns 4,245 shares of the business services provider’s stock valued at $872,000 after purchasing an additional 2,033 shares during the last quarter. Bison Wealth LLC increased 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 purchasing an additional 116 shares in the last quarter. Schnieders Capital Management LLC. raised its position in shares of Fiserv by 21.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,782 shares of the business services provider’s stock worth $480,000 after purchasing an additional 483 shares during the last quarter. Jump Financial LLC bought a new position in shares of Fiserv in the second quarter worth approximately $1,001,000. Finally, Gamco Investors INC. ET AL raised its stake in shares of Fiserv by 7.2% in the second quarter. Gamco Investors INC. ET AL now owns 5,200 shares of the business services provider’s stock worth $897,000 after purchasing an additional 350 shares during the last quarter. 90.98% of the stock is currently owned by institutional investors and hedge funds.

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.