Arrowstreet Capital Limited Partnership Acquires Shares of 1,814,719 Fiserv, Inc. $FISV

Arrowstreet Capital Limited Partnership purchased a new position in Fiserv, Inc. (NASDAQ:FISV) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 1,814,719 shares of the business services provider’s stock, valued at approximately $121,895,000.

Other large investors also recently added to or reduced their stakes in the company. Chicago Capital LLC purchased a new position in Fiserv during the fourth quarter valued at approximately $1,316,000. Vulcan Value Partners LLC purchased a new position in shares of Fiserv in the 3rd quarter valued at $103,398,000. ZWJ Investment Counsel Inc. purchased a new stake in shares of Fiserv during the 4th quarter worth $1,141,000. Robeco Institutional Asset Management B.V. bought a new stake in Fiserv during the fourth quarter valued at about $4,127,000. Finally, KLP Kapitalforvaltning AS bought a new position in Fiserv in the fourth quarter worth about $14,907,000. 90.98% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

FISV has been the subject of several recent analyst reports. Susquehanna reiterated a “positive” rating and set a $91.00 price objective (down from $99.00) on shares of Fiserv in a research note on Monday, May 4th. TD Cowen reaffirmed a “buy” rating on shares of Fiserv in a research report on Friday, May 15th. Keefe, Bruyette & Woods reduced their target price on Fiserv from $80.00 to $75.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 7th. Wells Fargo & Company lowered their price target on Fiserv from $72.00 to $62.00 and set an “equal weight” rating for the company in a report on Friday, March 27th. Finally, Deutsche Bank Aktiengesellschaft cut their price objective on shares of Fiserv from $63.00 to $60.00 in a report on Monday, May 11th. Nine research analysts have rated the stock with a Buy rating, twenty-five have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $82.23.

Fiserv News Roundup

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Fiserv reiterated its 2026 outlook and said the CEO transition is effective immediately, which may help reassure investors that near-term financial targets have not changed. Fiserv Announces Leadership Transition
• Positive Sentiment: Some commentary noted that Fiserv’s fundamentals and value case may still be intact despite the selloff, with one high-profile investor reportedly touting the stock after the CEO exit. Michael Burry touts Fiserv stock after CEO exit extends slump
• Neutral Sentiment: Morgan Stanley kept a Hold rating and a $65 price target, suggesting analysts see the leadership change as a complication but not necessarily a broken long-term thesis. Fiserv: Hold Rating Reiterated as Leadership Changes Offset by Maintained 2026 Outlook and Unchanged $65 Price Target
• Negative Sentiment: The abrupt CEO departure triggered investor uncertainty about execution, strategy, and continuity, driving a sharp selloff in Fiserv shares. Why Fiserv Plunged Today
• Negative Sentiment: Market reaction was further weighed by reports of unusual put buying and a shareholder investigation into possible breaches of fiduciary duty, adding to governance concerns. Shareholder Alert: Wisconsin Firm Ademi LLP Investigates Claims of Breach of Fiduciary Duty against Fiserv, Inc

Fiserv Price Performance

Shares of NASDAQ:FISV opened at $47.91 on Tuesday. Fiserv, Inc. has a twelve month low of $47.37 and a twelve month high of $177.36. 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 company has a market cap of $25.55 billion, a PE ratio of 8.12, a price-to-earnings-growth ratio of 1.51 and a beta of 0.80. The company’s 50 day moving average is $57.16 and its 200 day moving average is $61.01.

Fiserv (NASDAQ:FISV) last announced its quarterly earnings data on Tuesday, May 5th. The business services provider reported $1.79 EPS for the quarter, beating the consensus estimate of $1.57 by $0.22. The business had revenue of $4.68 billion during the quarter, compared to analysts’ expectations of $4.73 billion. Fiserv had a net margin of 15.17% and a return on equity of 17.46%. The firm’s 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 forecast 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.