Advisors Asset Management Inc. Has $7.37 Million Stock Position in Fiserv, Inc. $FISV

Advisors Asset Management Inc. lessened its position in shares of Fiserv, Inc. (NASDAQ:FISV) by 15.3% in the third quarter, HoldingsChannel.com reports. The firm owned 57,153 shares of the business services provider’s stock after selling 10,323 shares during the quarter. Advisors Asset Management Inc.’s holdings in Fiserv were worth $7,369,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Norges Bank bought a new position in shares of Fiserv during the 2nd quarter worth $1,252,260,000. Marshall Wace LLP purchased a new stake in shares of Fiserv during the 2nd quarter valued at approximately $356,643,000. Worldquant Millennium Advisors LLC boosted its holdings in Fiserv by 2,134.9% in the 2nd quarter. Worldquant Millennium Advisors LLC now owns 993,068 shares of the business services provider’s stock worth $171,215,000 after buying an additional 948,634 shares during the period. Baupost Group LLC MA bought a new stake in Fiserv during the 2nd quarter valued at $154,307,000. Finally, Amundi lifted its position in shares of Fiserv by 27.2% during the second quarter. Amundi now owns 3,781,665 shares of the business services provider’s stock worth $652,148,000 after acquiring an additional 807,916 shares in the last quarter. 90.98% of the stock is owned by institutional investors.

Fiserv Price Performance

NASDAQ FISV opened at $62.11 on Thursday. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.03 and a quick ratio of 1.08. Fiserv, Inc. has a 1-year low of $57.79 and a 1-year high of $238.59. The stock has a market capitalization of $33.76 billion, a price-to-earnings ratio of 9.80, a PEG ratio of 3.56 and a beta of 0.78. The business’s fifty day moving average price is $66.07 and its 200-day moving average price is $96.42.

Fiserv (NASDAQ:FISV) last released its quarterly earnings results on Tuesday, February 10th. The business services provider reported $1.99 EPS for the quarter, beating the consensus estimate of $1.90 by $0.09. Fiserv had a net margin of 16.42% and a return on equity of 18.39%. The firm had revenue of $4.90 billion during the quarter, compared to analyst estimates of $4.78 billion. During the same quarter in the prior year, the firm earned $2.51 EPS. The business’s revenue for the quarter was up .6% compared to the same quarter last year. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. On average, equities analysts predict that Fiserv, Inc. will post 10.23 earnings per share for the current year.

Key Headlines Impacting Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Q4 EPS beat consensus — Fiserv reported non‑GAAP EPS of $1.99 versus the $1.90 consensus, with management citing expense discipline and progress on its OneFiserv plan. Read More.
• Neutral Sentiment: Revenue reaction was mixed — Fiserv reported $4.90B of revenue (variously described as in‑line or slightly below some street estimates), which produced an initial positive market response but left questions on underlying growth. Read More.
• Neutral Sentiment: Short‑interest/ownership moves — January short interest fell to ~16.74M shares (about 3.1% of float), reducing immediate short‑squeeze risk; some data feeds afterward showed inconsistent short‑interest figures (likely a reporting glitch).
• Negative Sentiment: 2026 guidance is slightly cautious — Fiserv set FY2026 EPS guidance of $8.00–$8.30, roughly in line but a touch below some consensus expectations and framed as a “transition” year, which trimmed upside for growth‑oriented holders. Read More.
• Negative Sentiment: Analysts trimmed targets / kept neutral outlook — UBS and Stephens cut price targets to $70 (neutral/equal weight), and B. Riley lowered its target to $72 while keeping a neutral rating, removing some analyst support for a strong near‑term rebound. Read More.
• Negative Sentiment: Fund selling reported — Matrix Asset Management disclosed selling FISV following prior earnings weakness, which can add downward pressure if larger holders reallocate. Read More.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the company. B. Riley Financial dropped their price objective on Fiserv from $105.00 to $76.00 and set a “neutral” rating on the stock in a report on Friday, January 16th. B. Riley Securities restated a “neutral” rating and set a $72.00 target price (down from $76.00) on shares of Fiserv in a report on Wednesday. Argus reissued a “hold” rating on shares of Fiserv in a research note on Thursday, October 30th. Cantor Fitzgerald raised shares of Fiserv to a “hold” rating in a research note on Tuesday, January 27th. Finally, Seaport Research Partners lowered Fiserv from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, October 29th. Ten analysts have rated the stock with a Buy rating, twenty-five have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Fiserv currently has an average rating of “Hold” and a consensus target price of $110.98.

Insider Buying and Selling at Fiserv

In other news, insider Adam L. Rosman bought 7,900 shares of Fiserv stock in a transaction that occurred on Tuesday, December 2nd. The stock was bought at an average cost of $63.19 per share, with a total value of $499,201.00. Following the acquisition, the insider owned 61,285 shares of the company’s stock, valued at $3,872,599.15. The trade was a 14.80% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Paul M. Todd purchased 17,000 shares of the stock in a transaction on Monday, December 1st. The shares were purchased at an average cost 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 of the company’s stock, valued at approximately $1,526,111.73. This represents a 228.10% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 1.00% of the company’s stock.

Fiserv 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.