Commonwealth Equity Services LLC Raises Position in Fiserv, Inc. $FISV

Commonwealth Equity Services LLC boosted its position in shares of Fiserv, Inc. (NASDAQ:FISV) by 18.4% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 116,898 shares of the business services provider’s stock after buying an additional 18,200 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Fiserv were worth $15,072,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Sound Income Strategies LLC bought a new position in Fiserv in the 3rd quarter worth about $28,000. True Wealth Design LLC raised its holdings in shares of Fiserv by 3,750.0% in the third quarter. True Wealth Design LLC now owns 231 shares of the business services provider’s stock worth $30,000 after buying an additional 225 shares during the last quarter. Hager Investment Management Services LLC acquired a new position in shares of Fiserv in the second quarter valued at about $34,000. Clear Street LLC purchased a new stake in shares of Fiserv in the 2nd quarter valued at $34,000. Finally, Christopher J. Hasenberg Inc grew its holdings in Fiserv by 218.5% during the second quarter. Christopher J. Hasenberg Inc now owns 207 shares of the business services provider’s stock worth $36,000 after acquiring an additional 142 shares during the period. Hedge funds and other institutional investors own 90.98% of the company’s stock.

Fiserv Trading Up 0.5%

Shares of FISV stock opened at $69.85 on Friday. The company has a market capitalization of $37.97 billion, a P/E ratio of 10.80, a price-to-earnings-growth ratio of 2.80 and a beta of 0.80. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 1.15. Fiserv, Inc. has a twelve month low of $59.56 and a twelve month high of $238.59. The business’s 50 day moving average is $65.36 and its two-hundred day moving average is $112.80.

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on FISV shares. Raymond James Financial set a $167.00 target price on Fiserv and gave the company an “outperform” rating in a research report on Friday, October 10th. Truist Financial cut shares of Fiserv from a “buy” rating to a “hold” rating and cut their price objective for the stock from $143.00 to $75.00 in a research report on Thursday, October 30th. Argus reiterated a “hold” rating on shares of Fiserv in a report on Thursday, October 30th. Susquehanna reiterated a “positive” rating and issued a $99.00 price objective (down previously from $220.00) on shares of Fiserv in a report on Wednesday, November 12th. Finally, Oppenheimer reiterated an “outperform” rating and issued a $91.00 price objective on shares of Fiserv in a research note on Thursday, October 30th. Ten equities research analysts have rated the stock with a Buy rating, twenty-three have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $114.42.

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

Insider Buying and Selling

In related news, insider Adam L. Rosman bought 7,900 shares of the stock in a transaction on Tuesday, December 2nd. The shares were bought at an average cost of $63.19 per share, for a total transaction of $499,201.00. Following the completion of the transaction, the insider owned 61,285 shares of the company’s stock, valued at $3,872,599.15. This represents a 14.80% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Lance M. Fritz acquired 10,000 shares of Fiserv stock in a transaction that occurred on Thursday, October 30th. The shares were purchased at an average cost of $65.18 per share, with a total value of $651,800.00. Following the completion of the acquisition, the director owned 13,086 shares of the company’s stock, valued at $852,945.48. The trade was a 324.04% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders have purchased 34,900 shares of company stock valued at $2,211,971. Corporate insiders own 1.00% of the company’s stock.

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.