Fiserv’s (FISV) “Neutral” Rating Reiterated at B. Riley Securities

B. Riley Securities reiterated their neutral rating on shares of Fiserv (NASDAQ:FISV) in a research note issued to investors on Wednesday morning,Benzinga reports. They currently have a $72.00 target price on the business services provider’s stock, down from their prior target price of $76.00.

FISV has been the subject of several other reports. Stephens set a $75.00 target price on Fiserv in a research note on Friday, January 16th. The Goldman Sachs Group cut shares of Fiserv from a “buy” rating to a “neutral” rating and reduced their price objective for the stock from $149.00 to $79.00 in a research report on Thursday, October 30th. Keefe, Bruyette & Woods cut their target price on shares of Fiserv from $170.00 to $92.00 and set an “outperform” rating for the company in a research note on Thursday, October 30th. Morgan Stanley lowered shares of Fiserv from an “overweight” rating to an “equal weight” rating and set a $81.00 price target on the stock. in a research note on Friday, November 14th. Finally, Northcoast Research lowered Fiserv from a “buy” rating to a “neutral” rating in a research note on Monday, February 2nd. Ten research analysts have rated the stock with a Buy rating, twenty-five have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Fiserv presently has an average rating of “Hold” and an average target price of $108.97.

Fiserv Stock Performance

Shares of NASDAQ FISV opened at $59.36 on Wednesday. The company has a market capitalization of $32.27 billion, a PE ratio of 9.36, a price-to-earnings-growth ratio of 3.35 and a beta of 0.78. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.08 and a current ratio of 1.03. The company’s fifty day moving average price is $65.79 and its 200 day moving average price is $95.60. Fiserv has a 1 year low of $57.79 and a 1 year high of $238.59.

Fiserv (NASDAQ:FISV) last issued its quarterly earnings data on Tuesday, February 10th. The business services provider reported $1.99 earnings per share for the quarter, topping analysts’ consensus estimates of $1.90 by $0.09. Fiserv had a net margin of 16.42% and a return on equity of 18.39%. The business had revenue of $4.90 billion during the quarter, compared to the consensus estimate of $4.78 billion. During the same quarter in the prior year, the firm posted $2.51 earnings per share. The company’s revenue 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, research analysts predict that Fiserv will post 10.23 earnings per share for the current year.

Insider Transactions at Fiserv

In other Fiserv news, insider Adam L. Rosman purchased 7,900 shares of the company’s stock in a transaction on Tuesday, December 2nd. The stock was acquired at an average price of $63.19 per share, for a total transaction of $499,201.00. Following the completion of the purchase, 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 position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Paul M. Todd acquired 17,000 shares of Fiserv stock in a transaction dated Monday, December 1st. The stock was bought at an average price of $62.41 per share, for a total transaction 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. This represents 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.

Institutional Investors Weigh In On Fiserv

Several large investors have recently bought and sold shares of FISV. Brighton Jones LLC lifted its stake in Fiserv by 91.9% in the fourth quarter. Brighton Jones LLC now owns 4,245 shares of the business services provider’s stock worth $872,000 after acquiring an additional 2,033 shares during the last quarter. Bison Wealth LLC raised its holdings in shares of 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 purchasing an additional 116 shares in the last quarter. Concurrent Investment Advisors LLC lifted its position in shares of Fiserv by 1.5% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 12,961 shares of the business services provider’s stock worth $2,235,000 after purchasing an additional 191 shares during the last quarter. Allspring Global Investments Holdings LLC increased its holdings in shares of Fiserv by 31.9% in the 2nd quarter. Allspring Global Investments Holdings LLC now owns 382,625 shares of the business services provider’s stock valued at $66,072,000 after acquiring an additional 92,501 shares during the last quarter. Finally, Community Bank N.A. purchased a new stake in shares of Fiserv during the 2nd quarter worth approximately $998,000. Hedge funds and other institutional investors own 90.98% of the company’s stock.

Fiserv News Summary

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: New product/market expansion — Fiserv launched INDX, a 24/7/365 real-time cash-settlement platform for digital-asset firms that lets crypto companies move USD instantly via an insured custodial account. That broadens Fiserv’s addressable payments/treasury footprint and could drive new fee revenue and deposits. TradFi giant Fiserv builds real-time dollar rails for crypto companies
• Positive Sentiment: Recent quarterly beat and guidance helped sentiment — Fiserv reported Q4 results that topped estimates and provided FY‑2026 EPS guidance (8.00–8.30), supporting the “comeback” narrative investors have been discussing. See the earnings call transcript and coverage explaining why shares jumped. Fiserv Q4 2025 earnings call transcript
• Neutral Sentiment: Analyst moves are mixed and maintain neutral ratings — BNP Paribas nudged its PT up modestly to $64 (still neutral), while other firms adjusted numbers (see negatives below). These moves so far reflect differing views but no material rating upgrades. BNP Paribas raises PT to $64
• Neutral Sentiment: Short-interest data published for February appears anomalous (shows zero shares and 0.0 days cover), so it provides no reliable signal about bearish positioning. Treat that data as likely erroneous. (internal/marketbeat entries)
• Negative Sentiment: Price-target trims from major brokers — JPMorgan lowered its PT to $75 (from $85), B. Riley cut to $72, and Compass Point lowered to $75; all kept “neutral” ratings but the downward PT revisions increase near-term pressure on the stock. JPMorgan trims PT
• Negative Sentiment: Ongoing execution/legal concerns — coverage highlights investor lawsuits and strategic execution risk (including integration and competitive pressures such as ServiceNow’s AI push) that could weigh on sentiment until management demonstrates sustained revenue/earnings momentum. Turnaround weighed by ServiceNow AI push and investor lawsuits
• Neutral Sentiment: Analyst/company comparisons and commentary — longer-form pieces comparing Fiserv to peers (e.g., PayPal vs. Fiserv comeback discussions) are framing the stock as a turnaround/idea trade rather than an immediate catalyst. PayPal Vs. Fiserv: Which Is The Better Comeback Bet?

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.