Northwestern Mutual Wealth Management Co. Buys New Holdings in Fiserv, Inc. $FISV

Northwestern Mutual Wealth Management Co. bought a new stake in Fiserv, Inc. (NASDAQ:FISV) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 3,321,952 shares of the business services provider’s stock, valued at approximately $223,136,000.

Other hedge funds have also bought and sold shares of the company. Chicago Capital LLC acquired a new stake in Fiserv in the 4th quarter valued at about $1,316,000. AGF Management Ltd. lifted its stake in Fiserv by 55.4% in the 3rd quarter. AGF Management Ltd. now owns 194,524 shares of the business services provider’s stock valued at $25,080,000 after purchasing an additional 69,383 shares during the last quarter. National Pension Service lifted its stake in Fiserv by 2.6% in the 3rd quarter. National Pension Service now owns 1,217,726 shares of the business services provider’s stock valued at $157,001,000 after purchasing an additional 30,951 shares during the last quarter. Machina Capital S.A.S. raised its holdings in Fiserv by 256.8% in the 3rd quarter. Machina Capital S.A.S. now owns 47,170 shares of the business services provider’s stock valued at $6,082,000 after acquiring an additional 33,949 shares during the period. Finally, New York State Common Retirement Fund raised its holdings in Fiserv by 4.2% in the 3rd quarter. New York State Common Retirement Fund now owns 942,817 shares of the business services provider’s stock valued at $121,557,000 after acquiring an additional 38,167 shares during the period. 90.98% of the stock is currently owned by institutional investors and hedge funds.

Fiserv Stock Performance

NASDAQ FISV opened at $55.33 on Friday. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 1.06. The firm has a market capitalization of $29.50 billion, a price-to-earnings ratio of 9.38, a P/E/G ratio of 1.75 and a beta of 0.84. The firm’s 50 day simple moving average is $58.14 and its 200 day simple moving average is $63.11. Fiserv, Inc. has a 1 year low of $52.17 and a 1 year high of $177.36.

Fiserv (NASDAQ:FISV) last posted its quarterly earnings results on Tuesday, May 5th. The business services provider reported $1.79 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.57 by $0.22. The business had revenue of $4.68 billion for the quarter, compared to analyst estimates of $4.73 billion. Fiserv had a net margin of 15.17% and a return on equity of 17.46%. The business’s quarterly revenue was down 2.0% compared to the same quarter last year. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. As a group, research analysts expect that Fiserv, Inc. will post 8.14 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. Stephens lowered their price target on shares of Fiserv from $75.00 to $70.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 11th. BNP Paribas Exane lowered their price target on shares of Fiserv from $64.00 to $63.00 and set a “neutral” rating on the stock in a report on Friday, April 10th. Loop Capital lowered their price target on shares of Fiserv from $63.00 to $62.00 and set a “hold” rating on the stock in a report on Friday. Deutsche Bank Aktiengesellschaft lowered their price target on shares of Fiserv from $63.00 to $60.00 in a report on Monday, May 11th. Finally, BMO Capital Markets increased their price target on shares of Fiserv from $55.00 to $60.00 and gave the company a “market perform” rating in a report on Friday. Nine equities research analysts have rated the stock with a Buy rating, twenty-six have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $82.97.

Key Fiserv News

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Fiserv unveiled agentOS, an agentic AI operating system for banks, and announced a collaboration with OpenAI and AWS. The company says the platform could improve financial-institution workflows and support longer-term growth. Article Title
• Positive Sentiment: At its Investor Day, Fiserv reaffirmed 2026 guidance and laid out medium-term targets for revenue growth, margin expansion, and double-digit EPS growth, which supported sentiment around the company’s turnaround plan. Article Title
• Positive Sentiment: BMO Capital Markets raised its price target on Fiserv to $60 from $55, signaling some confidence in the stock’s valuation and near-term upside. Article Title
• Neutral Sentiment: Analysts at TD Cowen and Loop Capital trimmed their price targets to $64 and $62, respectively, while keeping Hold ratings, reflecting cautious views on execution but not a strong bearish call. Article Title Article Title
• Neutral Sentiment: BTIG also maintained a Hold rating, with analysts highlighting that long-term targets look attractive but near-term execution and valuation remain a risk. Article Title
• Negative Sentiment: Investor attention remains on the company’s recent quarter, where Fiserv beat EPS estimates but the market focused on margin pressure and operational transition risks, which helps explain why some investors remain cautious. Article Title

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.