Counterpoint Mutual Funds LLC Has $853,000 Stake in Fiserv, Inc. $FISV

Counterpoint Mutual Funds LLC reduced its position in Fiserv, Inc. (NASDAQ:FISV) by 72.0% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 15,281 shares of the business services provider’s stock after selling 39,360 shares during the quarter. Counterpoint Mutual Funds LLC’s holdings in Fiserv were worth $853,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of the company. Stonebridge Capital Advisors LLC increased its holdings in shares of Fiserv by 2.3% during the second quarter. Stonebridge Capital Advisors LLC now owns 4,318 shares of the business services provider’s stock valued at $744,000 after acquiring an additional 98 shares in the last quarter. Bison Wealth LLC lifted 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 worth $472,000 after purchasing an additional 116 shares in the last quarter. SkyView Investment Advisors LLC lifted its holdings in shares of Fiserv by 2.9% in the 4th quarter. SkyView Investment Advisors LLC now owns 7,052 shares of the business services provider’s stock worth $474,000 after purchasing an additional 198 shares in the last quarter. Cambient Family Office LLC grew its position in Fiserv by 1.7% in the 1st quarter. Cambient Family Office LLC now owns 17,096 shares of the business services provider’s stock valued at $954,000 after purchasing an additional 291 shares during the period. Finally, WFA of San Diego LLC acquired a new stake in Fiserv in the 2nd quarter valued at $55,000. 90.98% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, CFO Paul M. Todd acquired 10,060 shares of the business’s stock in a transaction dated Wednesday, June 17th. The stock was bought at an average cost of $49.70 per share, for a total transaction of $499,982.00. Following the completion of the transaction, the chief financial officer owned 184,107 shares of the company’s stock, valued at $9,150,117.90. The trade was a 5.78% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Insiders own 0.06% of the company’s stock.

Fiserv Price Performance

Shares of NASDAQ:FISV opened at $52.33 on Friday. The company has a market capitalization of $27.90 billion, a P/E ratio of 8.87, a price-to-earnings-growth ratio of 1.46 and a beta of 0.82. The company’s 50-day moving average is $54.24 and its 200 day moving average is $59.49. The company has a debt-to-equity ratio of 1.06, a quick ratio of 1.06 and a current ratio of 1.06. Fiserv, Inc. has a fifty-two week low of $47.04 and a fifty-two week high of $175.92.

Fiserv (NASDAQ:FISV) last posted 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. Fiserv had a return on equity of 17.46% and a net margin of 15.17%.The business had revenue of $4.67 billion for the quarter, compared to the consensus estimate of $4.73 billion. The company’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, equities research analysts forecast that Fiserv, Inc. will post 8.14 earnings per share for the current year.

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. BNP Paribas Exane downgraded shares of Fiserv from a “neutral” rating to an “underperform” rating and set a $46.00 target price for the company. in a report on Friday, June 5th. Cantor Fitzgerald cut their price target on shares of Fiserv from $70.00 to $62.00 and set a “neutral” rating on the stock in a report on Monday, May 11th. Truist Financial set a $58.00 price objective on shares of Fiserv and gave the stock a “hold” rating in a research report on Friday, May 29th. UBS Group set a $65.00 price objective on shares of Fiserv and gave the company a “neutral” rating in a research note on Wednesday, May 6th. Finally, Raymond James Financial cut shares of Fiserv from an “outperform” rating to a “market perform” rating in a research report on Thursday, March 26th. Nine research analysts have rated the stock with a Buy rating, twenty-five have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $82.23.

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.