Applied Finance Capital Management LLC Raises Stock Holdings in Fiserv, Inc. $FISV

Applied Finance Capital Management LLC increased its holdings in shares of Fiserv, Inc. (NASDAQ:FISV) by 81.2% during the first quarter, HoldingsChannel.com reports. The fund owned 284,125 shares of the business services provider’s stock after buying an additional 127,342 shares during the quarter. Applied Finance Capital Management LLC’s holdings in Fiserv were worth $15,854,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of FISV. Brighton Jones LLC boosted its position in Fiserv by 91.9% during the fourth quarter. Brighton Jones LLC now owns 4,245 shares of the business services provider’s stock worth $872,000 after purchasing an additional 2,033 shares during the period. Bison Wealth LLC raised its stake 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 purchasing an additional 116 shares during the period. Schnieders Capital Management LLC. lifted its holdings in Fiserv by 21.0% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,782 shares of the business services provider’s stock worth $480,000 after purchasing an additional 483 shares in the last quarter. Jump Financial LLC purchased a new position in Fiserv during the second quarter valued at approximately $1,001,000. Finally, Gamco Investors INC. ET AL grew its position in shares of Fiserv by 7.2% during the 2nd quarter. Gamco Investors INC. ET AL now owns 5,200 shares of the business services provider’s stock valued at $897,000 after purchasing an additional 350 shares in the last quarter. Institutional investors own 90.98% of the company’s stock.

Wall Street Analyst Weigh In

FISV has been the topic of several recent analyst reports. Raymond James Financial reaffirmed a “market perform” rating on shares of Fiserv in a report on Tuesday, July 7th. TD Cowen dropped their target price on shares of Fiserv from $64.00 to $63.00 and set a “neutral” rating for the company in a research report on Tuesday, July 7th. Truist Financial set a $58.00 price objective on Fiserv and gave the stock a “hold” rating in a report on Friday, May 29th. Cantor Fitzgerald reduced their price target on shares of Fiserv from $70.00 to $62.00 and set a “neutral” rating on the stock in a research report on Monday, May 11th. Finally, Wells Fargo & Company set a $56.00 price target on shares of Fiserv and gave the stock an “equal weight” rating in a research note on Thursday. Seven analysts have rated the stock with a Buy rating, twenty-seven have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $77.23.

Key Headlines Impacting Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Speculation that major banks could bid for Fiserv’s STAR debit network has created a potential asset-sale catalyst that may unlock value for shareholders. Fiserv’s Debit Network Talks Raise a Bigger Question for Visa and Mastercard
• Neutral Sentiment: Fiserv received multiple analyst notes that largely reiterated Hold or neutral ratings, including Barclays, JPMorgan, Citi, and Morgan Stanley, signaling caution rather than a strong bullish or bearish shift. Fiserv: Analyst Maintains Hold Rating as 2026 Reset Drives Lower Price Target Amid Transition and Valuation Concerns
• Neutral Sentiment: One report suggested short interest increased, but the filing also showed zero reported shares short and a zero-day short-interest ratio, making the signal inconclusive.
• Negative Sentiment: Analysts lowered price targets and pointed to a “2026 reset,” transition risk, leadership concerns, execution uncertainty, and valuation pressure, which likely weighed on sentiment toward Fiserv. Fiserv Kept at Hold as Analyst Balances Potential Debit Network Sale Upside Against Leadership and Execution Risks; $65 Price Target Reaffirmed

Insider Transactions at Fiserv

In other news, CFO Paul M. Todd purchased 10,060 shares of the company’s stock in a transaction that occurred on Wednesday, June 17th. The shares were bought 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 approximately $9,150,117.90. This trade represents a 5.78% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.06% of the stock is currently owned by insiders.

Fiserv Stock Performance

Shares of NASDAQ FISV opened at $50.45 on Monday. Fiserv, Inc. has a 1 year low of $47.04 and a 1 year high of $169.74. The company has a debt-to-equity ratio of 1.06, a current ratio of 1.06 and a quick ratio of 1.06. The firm has a 50-day moving average of $53.24 and a 200 day moving average of $58.83. The stock has a market cap of $26.90 billion, a P/E ratio of 8.55, a price-to-earnings-growth ratio of 1.41 and a beta of 0.82.

Fiserv (NASDAQ:FISV) last announced its earnings results on Tuesday, May 5th. The business services provider reported $1.79 earnings per share for the quarter, beating 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 business had revenue of $4.67 billion during the quarter, compared to the consensus estimate of $4.73 billion. The company’s quarterly revenue was down 2.0% compared to the same quarter last year. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. As a group, sell-side analysts expect that Fiserv, Inc. will post 8.13 EPS for the current fiscal year.

Fiserv Company 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.