Trajan Wealth LLC Trims Stock Holdings in Fiserv, Inc. $FISV

Trajan Wealth LLC lowered its holdings in shares of Fiserv, Inc. (NASDAQ:FISV) by 6.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 175,024 shares of the business services provider’s stock after selling 12,254 shares during the quarter. Fiserv accounts for 1.0% of Trajan Wealth LLC’s portfolio, making the stock its 26th biggest holding. Trajan Wealth LLC’s holdings in Fiserv were worth $22,566,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of FISV. Sound Income Strategies LLC bought a new position in shares of Fiserv in the third quarter worth about $28,000. True Wealth Design LLC boosted its position in Fiserv by 3,750.0% in the 3rd quarter. True Wealth Design LLC now owns 231 shares of the business services provider’s stock valued at $30,000 after buying an additional 225 shares during the period. Redmont Wealth Advisors LLC bought a new position in Fiserv in the 3rd quarter worth about $30,000. Clear Street LLC purchased a new position in shares of Fiserv during the second quarter worth approximately $34,000. Finally, Westfuller Advisors LLC bought a new stake in shares of Fiserv during the third quarter valued at approximately $36,000. Hedge funds and other institutional investors own 90.98% of the company’s stock.

Insider Buying and Selling

In other news, insider Adam L. Rosman acquired 7,900 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The shares were acquired at an average price of $63.19 per share, with a total value of $499,201.00. Following the purchase, the insider directly owned 61,285 shares of the company’s stock, valued at $3,872,599.15. This trade represents a 14.80% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CFO Paul M. Todd bought 17,000 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The stock was purchased at an average price of $62.41 per share, with a total value of $1,060,970.00. Following the completion of the purchase, 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. Company insiders own 0.75% of the company’s stock.

Fiserv Trading Down 0.1%

NASDAQ FISV opened at $61.47 on Monday. Fiserv, Inc. has a 52 week low of $57.79 and a 52 week high of $238.59. The company has a 50 day moving average price of $65.26 and a 200 day moving average price of $92.34. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 1.08. The firm has a market cap of $32.87 billion, a PE ratio of 9.70, a price-to-earnings-growth ratio of 1.89 and a beta of 0.78.

Fiserv (NASDAQ:FISV) last announced its earnings results on Tuesday, February 10th. The business services provider reported $1.99 earnings per share for the quarter, topping 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 firm had revenue of $4.90 billion for the quarter, compared to the consensus estimate of $4.78 billion. During the same period in the previous year, the business earned $2.51 EPS. The firm’s revenue for the quarter was up .6% on a year-over-year basis. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. As a group, sell-side analysts forecast that Fiserv, Inc. will post 10.23 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms have commented on FISV. Royal Bank Of Canada set a $85.00 price objective on Fiserv and gave the stock an “outperform” rating in a report on Thursday, October 30th. TD Cowen restated a “hold” rating on shares of Fiserv in a research note on Monday, January 12th. Wolfe Research reaffirmed a “peer perform” rating on shares of Fiserv in a research note on Wednesday, October 29th. Weiss Ratings reissued a “sell (d+)” rating on shares of Fiserv in a research report on Monday, December 29th. Finally, Zacks Research raised shares of Fiserv from a “strong sell” rating to a “hold” rating in a research report on Wednesday, January 14th. Ten investment analysts have rated the stock with a Buy rating, twenty-four have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Fiserv has an average rating of “Hold” and an average target price of $110.16.

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.