Fiserv, Inc. $FISV Stock Position Boosted by Loring Wolcott & Coolidge Fiduciary Advisors LLP MA

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA increased its position in shares of Fiserv, Inc. (NASDAQ:FISV) by 3.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,921,333 shares of the business services provider’s stock after purchasing an additional 109,427 shares during the quarter. Fiserv makes up approximately 3.2% of Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s investment portfolio, making the stock its 8th largest position. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA owned about 0.54% of Fiserv worth $362,128,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its position in shares of Fiserv by 91.9% in the fourth quarter. Brighton Jones LLC now owns 4,245 shares of the business services provider’s stock valued at $872,000 after buying an additional 2,033 shares during the last quarter. Bison Wealth LLC raised its holdings in Fiserv by 5.3% in the 4th quarter. Bison Wealth LLC now owns 2,299 shares of the business services provider’s stock valued at $472,000 after acquiring an additional 116 shares during the last quarter. RDA Financial Network lifted its stake in Fiserv by 10.2% in the 2nd quarter. RDA Financial Network now owns 17,199 shares of the business services provider’s stock worth $2,965,000 after purchasing an additional 1,590 shares in the last quarter. Delphi Management Inc. MA boosted its holdings in shares of Fiserv by 22.9% during the 2nd quarter. Delphi Management Inc. MA now owns 8,300 shares of the business services provider’s stock worth $1,431,000 after purchasing an additional 1,546 shares during the last quarter. Finally, Trust Co. of Oklahoma grew its position in shares of Fiserv by 1.7% in the second quarter. Trust Co. of Oklahoma now owns 21,232 shares of the business services provider’s stock valued at $3,661,000 after purchasing an additional 347 shares in the last quarter. Hedge funds and other institutional investors own 90.98% of the company’s stock.

Insider Buying and Selling

In related news, CFO Paul M. Todd purchased 17,000 shares of the business’s stock in a transaction on Monday, December 1st. The shares were bought at an average price of $62.41 per share, for a total transaction of $1,060,970.00. Following the acquisition, the chief financial officer directly owned 24,453 shares in the company, valued at $1,526,111.73. This trade represents a 228.10% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Lance M. Fritz acquired 10,000 shares of the firm’s stock in a transaction dated Thursday, October 30th. The stock was bought at an average price of $65.18 per share, with a total value of $651,800.00. Following the purchase, the director directly owned 13,086 shares in the company, valued at approximately $852,945.48. This trade represents a 324.04% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders purchased 34,900 shares of company stock valued at $2,211,971 in the last three months. 0.75% of the stock is owned by corporate insiders.

Trending Headlines about Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Partnership with Microsoft to accelerate AI adoption — Fiserv announced a strategic collaboration to deploy Microsoft 365 Copilot and Azure Foundry across its platforms and workforce, which investors view as a catalyst to improve product competitiveness, developer productivity and time-to-market for AI features. Article Title
• Positive Sentiment: New merchant analytics product (Unknown Shopper) launched — Fiserv unveiled Unknown Shopper to help merchants better understand in-store customers, expanding its merchant services and data monetization opportunities. Article Title
• Positive Sentiment: Biometric payments added to Clover checkout — Embedding biometric payments into Clover can drive differentiation and increased terminal usage among merchants, supporting revenue expansion in payments hardware/software. Article Title
• Neutral Sentiment: Analyst and market commentary on valuation and recovery potential — Several pieces assess whether the stock has bottomed and revalue Fiserv after product/AI news; these shape sentiment but don’t change fundamentals immediately. Article Title
• Negative Sentiment: Analysts expect a double‑digit profit dip in the upcoming quarter — Earnings previews warn of weaker near‑term profit, which is the primary downside risk to the rally and could pressure shares when the company reports. Article Title
• Negative Sentiment: High-profile skepticism and long-term share decline — Negative commentary (e.g., Jim Cramer) and a roughly 60%+ one‑year decline highlight investor wariness; the stock still trades well below its 200‑day average, signaling persistent risk. Article Title

Analysts Set New Price Targets

Several brokerages have recently weighed in on FISV. The Goldman Sachs Group cut shares of Fiserv from a “buy” rating to a “neutral” rating and lowered their price target for the company from $149.00 to $79.00 in a research report on Thursday, October 30th. UBS Group set a $75.00 target price on Fiserv and gave the company a “neutral” rating in a research report on Thursday, October 30th. Keefe, Bruyette & Woods lowered their price target on Fiserv from $170.00 to $92.00 and set an “outperform” rating for the company in a report on Thursday, October 30th. Deutsche Bank Aktiengesellschaft set a $122.00 price objective on Fiserv in a research report on Thursday, October 16th. Finally, Sanford C. Bernstein cut shares of Fiserv from an “outperform” rating to a “market perform” rating and decreased their target price for the company from $205.00 to $80.00 in a research report on Thursday, October 30th. Ten research analysts have rated the stock with a Buy rating, twenty-three have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, Fiserv has an average rating of “Hold” and a consensus target price of $114.42.

Fiserv Stock Up 0.5%

Shares of NASDAQ:FISV opened at $69.85 on Monday. The firm has a market capitalization of $37.97 billion, a PE ratio of 10.80, a price-to-earnings-growth ratio of 2.80 and a beta of 0.80. Fiserv, Inc. has a 1 year low of $59.56 and a 1 year high of $238.59. The company has a debt-to-equity ratio of 1.15, a current ratio of 1.08 and a quick ratio of 1.08. The firm’s 50-day moving average is $65.36 and its two-hundred day moving average is $112.40.

Fiserv (NASDAQ:FISV) last announced its quarterly earnings data on Tuesday, March 26th. The business services provider reported $1.91 earnings per share for the quarter. The firm had revenue of $4.32 billion during the quarter. Fiserv had a net margin of 17.05% and a return on equity of 19.47%. Fiserv has set its FY 2025 guidance at 8.500-8.600 EPS. Analysts predict that Fiserv, Inc. will post 10.23 EPS for the current year.

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.