Vulcan Value Partners LLC Makes New Investment in Fiserv, Inc. $FISV

Vulcan Value Partners LLC bought a new stake in Fiserv, Inc. (NASDAQ:FISV) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought 1,437,643 shares of the business services provider’s stock, valued at approximately $96,507,000. Fiserv accounts for about 1.8% of Vulcan Value Partners LLC’s investment portfolio, making the stock its 16th biggest holding. Vulcan Value Partners LLC owned approximately 0.26% of Fiserv as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Vanguard Group Inc. bought a new position in shares of Fiserv during the fourth quarter worth approximately $3,507,063,000. Geode Capital Management LLC bought a new position in shares of Fiserv during the fourth quarter worth approximately $854,215,000. Capital World Investors increased its holdings in shares of Fiserv by 35.2% during the third quarter. Capital World Investors now owns 25,781,919 shares of the business services provider’s stock worth $3,324,073,000 after purchasing an additional 6,714,536 shares during the period. Legal & General Group Plc bought a new position in shares of Fiserv during the fourth quarter worth approximately $250,877,000. Finally, Northwestern Mutual Wealth Management Co. bought a new position in shares of Fiserv during the fourth quarter worth approximately $223,136,000. 90.98% of the stock is owned by institutional investors.

Fiserv Stock Performance

Shares of Fiserv stock opened at $55.62 on Thursday. Fiserv, Inc. has a fifty-two week low of $52.17 and a fifty-two week high of $177.36. 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 market capitalization of $29.66 billion, a P/E ratio of 9.43, a P/E/G ratio of 1.56 and a beta of 0.84. The company’s 50 day moving average price is $57.62 and its two-hundred day moving average price is $61.72.

Fiserv (NASDAQ:FISV) last issued 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 firm had revenue of $4.68 billion for the quarter, compared to analyst estimates 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. On average, equities analysts forecast that Fiserv, Inc. will post 8.14 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts have recently commented on FISV shares. Deutsche Bank Aktiengesellschaft lowered their target price on shares of Fiserv from $63.00 to $60.00 in a report on Monday, May 11th. UBS Group set a $65.00 target price on shares of Fiserv and gave the stock a “neutral” rating in a report on Wednesday, May 6th. Northcoast Research cut shares of Fiserv from a “buy” rating to a “neutral” rating in a report on Monday, February 2nd. TD Cowen reissued a “buy” rating on shares of Fiserv in a research note on Friday, May 15th. Finally, Rothschild & Co Redburn decreased their price objective on shares of Fiserv from $50.00 to $40.00 and set a “sell” rating on the stock in a research note on Tuesday, May 12th. Nine analysts have rated the stock with a Buy rating, twenty-six have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $82.97.

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.