Fiserv, Inc. $FISV Shares Purchased by Summitry LLC

Summitry LLC lifted its holdings in shares of Fiserv, Inc. (NASDAQ:FISV) by 61.0% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 868,548 shares of the business services provider’s stock after buying an additional 329,219 shares during the period. Fiserv accounts for approximately 4.7% of Summitry LLC’s holdings, making the stock its 2nd biggest position. Summitry LLC owned 0.16% of Fiserv worth $111,982,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC raised its position 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 worth $872,000 after purchasing an additional 2,033 shares during the period. Bison Wealth LLC boosted its position in Fiserv by 5.3% during the 4th 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 during the period. RFG Advisory LLC grew its stake in Fiserv by 14.0% during the 2nd quarter. RFG Advisory LLC now owns 1,422 shares of the business services provider’s stock worth $245,000 after buying an additional 175 shares during the last quarter. Stratos Wealth Partners LTD. increased its position in Fiserv by 249.9% in the second quarter. Stratos Wealth Partners LTD. now owns 15,793 shares of the business services provider’s stock worth $2,723,000 after buying an additional 11,279 shares during the period. Finally, Palmer Knight Co lifted its stake in Fiserv by 5.1% in the second quarter. Palmer Knight Co now owns 50,186 shares of the business services provider’s stock valued at $8,653,000 after buying an additional 2,445 shares during the last quarter. Institutional investors and hedge funds own 90.98% of the company’s stock.

Fiserv News Roundup

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?

Insiders Place Their Bets

In related news, insider Adam L. Rosman bought 7,900 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The shares were bought at an average cost of $63.19 per share, with a total value of $499,201.00. Following the completion of the transaction, the insider directly owned 61,285 shares of the company’s stock, valued at approximately $3,872,599.15. This trade represents a 14.80% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Paul M. Todd purchased 17,000 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The stock was bought at an average cost of $62.41 per share, for a total transaction of $1,060,970.00. Following the purchase, the chief financial officer directly owned 24,453 shares in the company, valued at $1,526,111.73. This represents a 228.10% increase in their position. The SEC filing for this purchase provides additional information. 0.75% of the stock is currently owned by corporate insiders.

Fiserv Stock Up 0.9%

FISV opened at $59.36 on Monday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.08 and a current ratio of 1.03. The company has a market capitalization of $32.27 billion, a PE ratio of 9.36, a P/E/G ratio of 3.39 and a beta of 0.78. The stock’s fifty day moving average is $65.79 and its 200-day moving average is $94.95. Fiserv, Inc. has a one year low of $57.79 and a one year high of $238.59.

Fiserv (NASDAQ:FISV) last issued its quarterly 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. Fiserv had a net margin of 16.42% and a return on equity of 18.39%. The firm had revenue of $4.90 billion for the quarter, compared to analysts’ expectations of $4.78 billion. During the same period in the previous year, the business earned $2.51 earnings per share. Fiserv’s revenue for the quarter 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 predict that Fiserv, Inc. will post 10.23 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

FISV has been the topic of several recent research reports. KeyCorp downgraded shares of Fiserv from an “overweight” rating to a “hold” rating in a research report on Thursday, October 30th. Stephens lowered their target price on Fiserv from $75.00 to $70.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 11th. Truist Financial lowered Fiserv from a “buy” rating to a “hold” rating and reduced their price target for the stock from $143.00 to $75.00 in a research report on Thursday, October 30th. Oppenheimer reissued an “outperform” rating and issued a $91.00 price target on shares of Fiserv in a research note on Thursday, October 30th. Finally, Morgan Stanley set a $64.00 price target on Fiserv in a report on Wednesday. Ten research analysts have rated the stock with a Buy rating, twenty-five have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $108.97.

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.