Diversified Trust Co Purchases New Stake in Fiserv, Inc. $FISV

Diversified Trust Co acquired a new position in shares of Fiserv, Inc. (NASDAQ:FISV) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 16,884 shares of the business services provider’s stock, valued at approximately $942,000.

Several other institutional investors and hedge funds also recently bought and sold shares of FISV. Brighton Jones LLC lifted its position in Fiserv by 91.9% in the 4th quarter. Brighton Jones LLC now owns 4,245 shares of the business services provider’s stock worth $872,000 after buying an additional 2,033 shares in the last quarter. Bison Wealth LLC grew its holdings in shares of Fiserv by 5.3% during the 4th quarter. Bison Wealth LLC now owns 2,299 shares of the business services provider’s stock valued at $472,000 after acquiring an additional 116 shares in the last quarter. Schnieders Capital Management LLC. grew its holdings in shares of Fiserv by 21.0% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,782 shares of the business services provider’s stock valued at $480,000 after acquiring an additional 483 shares in the last quarter. Jump Financial LLC acquired a new position in shares of Fiserv in the second quarter worth $1,001,000. Finally, Gamco Investors INC. ET AL increased its stake in shares of Fiserv by 7.2% in the second quarter. Gamco Investors INC. ET AL now owns 5,200 shares of the business services provider’s stock worth $897,000 after acquiring an additional 350 shares during the last quarter. Hedge funds and other institutional investors own 90.98% of the company’s stock.

Insiders Place Their Bets

In other Fiserv news, CFO Paul M. Todd bought 10,060 shares of the firm’s stock in a transaction that occurred on Wednesday, June 17th. The stock was purchased at an average price of $49.70 per share, for a total transaction of $499,982.00. Following the purchase, the chief financial officer directly owned 184,107 shares in the company, valued at $9,150,117.90. This trade represents a 5.78% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 0.06% of the stock is currently owned by insiders.

Fiserv News Summary

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Fiserv announced a new partnership with Strivve to improve card-on-file placement for issuer clients on its Optis platform, a move that could support higher transaction volumes and interchange revenue. Fiserv and Strivve Partner to Drive Card-on-File Placement for Issuers
• Positive Sentiment: The company reported strong insider buying over the past six months, with multiple executives purchasing shares, which can signal management confidence in the stock’s longer-term outlook.
• Positive Sentiment: Fiserv completed the pricing and then the results of its tender offers for senior notes due 2027 and 2049, with more than $1.33 billion tendered. Investors may view the debt-management effort as supportive of the balance sheet if it reduces future interest costs.
• Neutral Sentiment: Fiserv also updated FY 2026 EPS guidance to $8.00-$8.30, which brackets the consensus estimate of $8.14 and suggests management is not materially changing its outlook.
• Neutral Sentiment: Commentary from analysts remains mixed, with Truist reiterating a Hold and other recent price targets implying upside from current levels, but not enough to fully offset near-term caution.
• Negative Sentiment: Investor sentiment remains pressured after a judge denied Fiserv’s motion to dismiss a credit-union lawsuit alleging breach of contract, security misrepresentation, and improper fees, adding legal overhang to the stock. Judge Denies Fiserv Motion to Dismiss Credit Union Lawsuit
• Negative Sentiment: Broader commentary around “short-term pessimism” and the stock’s proximity to its 52-week low reflects ongoing concern about Fiserv’s near-term execution and share-price weakness. Is The Short Term Pessimism In Fiserv (FISV) A Buying Opportunity Near Its 52-Week Low

Analyst Upgrades and Downgrades

FISV has been the subject of a number of research reports. Loop Capital reduced their price objective on Fiserv from $63.00 to $62.00 and set a “hold” rating for the company in a research report on Friday, May 15th. Deutsche Bank Aktiengesellschaft dropped their target price on Fiserv from $63.00 to $60.00 in a research report on Monday, May 11th. BNP Paribas Exane downgraded Fiserv from a “neutral” rating to an “underperform” rating and set a $46.00 price target for the company. in a research note on Friday, June 5th. Morgan Stanley boosted their price target on Fiserv from $64.00 to $65.00 and gave the company an “equal weight” rating in a research note on Friday, May 29th. Finally, Truist Financial set a $58.00 price objective on Fiserv and gave the stock a “hold” rating in a report on Friday, May 29th. Nine investment analysts have rated the stock with a Buy rating, twenty-five have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $82.23.

Fiserv Stock Performance

NASDAQ:FISV opened at $48.19 on Thursday. The firm has a market capitalization of $25.70 billion, a PE ratio of 8.17, a PEG ratio of 1.32 and a beta of 0.79. Fiserv, Inc. has a 1 year low of $47.04 and a 1 year high of $175.92. 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’s fifty day simple moving average is $55.99 and its 200 day simple moving average is $60.27.

Fiserv (NASDAQ:FISV) last released its earnings results on Tuesday, May 5th. The business services provider reported $1.79 earnings per share for the quarter, topping analysts’ consensus estimates of $1.57 by $0.22. Fiserv had a net margin of 15.17% and a return on equity of 17.46%. The firm had revenue of $4.67 billion during the quarter, compared to analyst estimates of $4.73 billion. The company’s quarterly revenue was down 2.0% on a year-over-year basis. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. On average, sell-side analysts anticipate that Fiserv, Inc. will post 8.14 EPS for the current year.

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.