Archon Partners LLC Takes Position in Fiserv, Inc. $FISV

Archon Partners LLC purchased a new stake in Fiserv, Inc. (NASDAQ:FISV) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 130,000 shares of the business services provider’s stock, valued at approximately $8,732,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Oakworth Capital Inc. acquired a new position in shares of Fiserv in the 4th quarter valued at $25,000. Private Wealth Asset Management LLC acquired a new position in Fiserv in the 4th quarter worth $25,000. American National Bank & Trust acquired a new position in Fiserv in the 4th quarter worth $27,000. Kimelman & Baird LLC acquired a new position in Fiserv in the 4th quarter worth $27,000. Finally, Goodman Advisory Group LLC acquired a new position in Fiserv in the 4th quarter worth $27,000. Institutional investors and hedge funds own 90.98% of the company’s stock.

Fiserv Trading Down 2.1%

Fiserv stock opened at $48.77 on Thursday. The firm has a 50-day moving average of $56.88 and a 200-day moving average of $60.85. Fiserv, Inc. has a one year low of $47.37 and a one year 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 company has a market cap of $26.01 billion, a price-to-earnings ratio of 8.27, a P/E/G ratio of 1.39 and a beta of 0.79.

Fiserv (NASDAQ:FISV) last posted its quarterly earnings data on Tuesday, May 5th. The business services provider reported $1.79 EPS 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 company had revenue of $4.68 billion during the quarter, compared to the consensus estimate of $4.73 billion. Fiserv’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, equities analysts expect that Fiserv, Inc. will post 8.14 earnings per share for the current fiscal year.

Key Fiserv News

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Fiserv announced insider buying after the CEO exit, which investors may view as a vote of confidence from management and a sign that some insiders believe the stock is undervalued. Article Title
• Positive Sentiment: Michael Burry reportedly bought the dip in Fiserv, reinforcing the idea that some investors see the post-exit selloff as overdone. Article Title
• Positive Sentiment: The company launched cash tender offers for outstanding senior notes and a separate €1 billion notes offering, which can be seen as a proactive effort to refinance debt, reduce interest costs, and improve balance-sheet flexibility. Article Title
• Neutral Sentiment: UBS initiated/maintained a Hold view, and Goldman Sachs also kept a Hold rating with a $70 target, suggesting analysts see value but are not yet calling for a strong rerating. Article Title Article Title
• Negative Sentiment: The sharp selloff after CEO Mike Lyons’ exit has kept pressure on the stock, with investors worried about leadership stability and the potential for a longer transition period. Article Title

Wall Street Analyst Weigh In

FISV has been the subject of a number of research analyst reports. Keefe, Bruyette & Woods reduced their target price on shares of Fiserv from $80.00 to $75.00 and set an “outperform” rating for the company in a research note on Tuesday, April 7th. Cantor Fitzgerald reduced their target price on shares of Fiserv from $70.00 to $62.00 and set a “neutral” rating for the company in a research note on Monday, May 11th. Truist Financial set a $58.00 target price on shares of Fiserv and gave the stock a “hold” rating in a research note on Friday, May 29th. Raymond James Financial lowered shares of Fiserv from an “outperform” rating to a “market perform” rating in a research note on Thursday, March 26th. Finally, Loop Capital reduced their target price on shares of Fiserv from $63.00 to $62.00 and set a “hold” rating for the company in a research note on Friday, May 15th. Nine research analysts have rated the stock with a Buy rating, twenty-five have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $82.23.

About Fiserv

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.