First National Bank of Omaha Purchases New Shares in Fiserv, Inc. $FISV

First National Bank of Omaha purchased a new position in shares of Fiserv, Inc. (NASDAQ:FISV) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 21,740 shares of the business services provider’s stock, valued at approximately $2,803,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in FISV. Vise Technologies Inc. bought a new stake in shares of Fiserv during the 2nd quarter valued at about $2,320,000. Factory Mutual Insurance Co. raised its stake in Fiserv by 11.7% in the second quarter. Factory Mutual Insurance Co. now owns 157,000 shares of the business services provider’s stock valued at $27,068,000 after purchasing an additional 16,500 shares in the last quarter. Dillon & Associates Inc. lifted its position in Fiserv by 9.1% during the second quarter. Dillon & Associates Inc. now owns 88,570 shares of the business services provider’s stock valued at $15,234,000 after purchasing an additional 7,419 shares during the last quarter. Ipsen Advisor Group LLC purchased a new position in Fiserv in the 2nd quarter worth approximately $759,000. Finally, FUKOKU MUTUAL LIFE INSURANCE Co grew its stake in Fiserv by 236.6% in the 2nd quarter. FUKOKU MUTUAL LIFE INSURANCE Co now owns 8,037 shares of the business services provider’s stock worth $1,386,000 after buying an additional 5,649 shares in the last quarter. Hedge funds and other institutional investors own 90.98% of the company’s stock.

More Fiserv News

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Jana Partners has built a stake in Fiserv and is pressing for changes; reports say Jana has been in conversations with management and at least publicly supports CEO Mike Lyons, a catalyst for the recent rally. Activist investor Jana Partners builds stake in Fiserv (Reuters)
• Positive Sentiment: News of Jana’s stake triggered sharp intraday gains (reports of a >5% jump), reflecting investor hope that activist engagement could accelerate cost actions, asset moves or strategy changes to boost valuation. Fiserv (FISV) Jumps Over 6% as Activist Investor Gobbles Stake (Yahoo)
• Neutral Sentiment: Analysts continue to focus on key post‑earnings questions (growth drivers, margin recovery, integration and capital allocation) that will determine whether Fiserv can regain momentum; these Q&A points are on investors’ watchlists. The Top 5 Analyst Questions From Fiserv’s Q4 Earnings Call (Yahoo)
• Neutral Sentiment: Industry commentary (Zacks) notes cross-border and e‑commerce tailwinds for payments firms but also warns rising tech and expense pressures — a mixed backdrop that could support eventual recovery but compress near‑term margins. 5 Financial Transaction Stocks to Watch Despite Elevated Expense Level (Zacks)
• Negative Sentiment: Management flagged a slowdown in its small‑business POS platform, which has weighed on revenue and sentiment; that operational softness is a direct headwind to near‑term growth expectations. Slowdown in Its Small Business POS Platform Weighed on Fiserv’s (FISV) Shares (Yahoo)
• Negative Sentiment: Longer‑term performance remains poor (articles note the stock’s steep decline over the past year), underlining that activism alone must contend with operational fixes and balance‑sheet concerns to produce sustained upside. What I’m Watching With Fiserv to See if It Beats the Market (The Motley Fool)

Insiders Place Their Bets

In other news, insider Adam L. Rosman purchased 7,900 shares of the business’s stock in a transaction on 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 acquisition, the insider directly owned 61,285 shares in the company, valued at approximately $3,872,599.15. The trade was a 14.80% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Paul M. Todd acquired 17,000 shares of the stock in a transaction dated Monday, December 1st. The shares were purchased at an average cost 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 of the company’s stock, valued at approximately $1,526,111.73. The trade was a 228.10% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 1.00% of the company’s stock.

Analysts Set New Price Targets

FISV has been the subject of a number of research analyst reports. The Goldman Sachs Group downgraded shares of Fiserv from a “buy” rating to a “neutral” rating and dropped their price objective for the stock from $149.00 to $79.00 in a report on Thursday, October 30th. Cantor Fitzgerald upgraded Fiserv to a “hold” rating in a research report on Tuesday, January 27th. Keefe, Bruyette & Woods dropped their price target on Fiserv from $170.00 to $92.00 and set an “outperform” rating for the company in a research note on Thursday, October 30th. Susquehanna reiterated a “positive” rating and set a $99.00 price objective (down from $220.00) on shares of Fiserv in a research report on Wednesday, November 12th. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of Fiserv in a report on Monday, December 29th. Ten equities research analysts have rated the stock with a Buy rating, twenty-four have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Fiserv has an average rating of “Hold” and an average price target of $110.16.

Fiserv Trading Down 0.7%

NASDAQ FISV opened at $63.01 on Thursday. The firm has a market cap of $34.25 billion, a PE ratio of 9.94, a price-to-earnings-growth ratio of 3.63 and a beta of 0.78. Fiserv, Inc. has a 1-year low of $57.79 and a 1-year high of $238.59. The stock has a 50-day moving average of $65.53 and a 200-day moving average of $93.66. The company has a current ratio of 1.03, a quick ratio of 1.08 and a debt-to-equity ratio of 1.08.

Fiserv (NASDAQ:FISV) last announced its quarterly earnings results on Tuesday, February 10th. The business services provider reported $1.99 EPS for the quarter, topping analysts’ consensus estimates 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 analysts’ expectations of $4.78 billion. During the same period in the previous year, the firm earned $2.51 EPS. The business’s quarterly revenue 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 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.