Saxon Interests Inc. Takes $849,000 Position in Fiserv, Inc. $FISV

Posted by Tristan Rich on Jul 8th, 2026

Saxon Interests Inc. bought a new position in shares of Fiserv, Inc. (NASDAQ:FISV – Free Report) in the first quarter, according to the company in its most recent filing with the SEC. The fund bought 15,215 shares of the business services provider’s stock, valued at approximately $849,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of FISV. Vanguard Group Inc. purchased a new stake in Fiserv during the fourth quarter worth approximately $3,507,063,000. Dodge & Cox purchased a new position in shares of Fiserv in the 4th quarter valued at $3,323,210,000. Capital World Investors lifted its holdings in shares of Fiserv by 35.2% during the 3rd quarter. Capital World Investors now owns 25,781,919 shares of the business services provider’s stock valued at $3,324,073,000 after acquiring an additional 6,714,536 shares in the last quarter. State Street Corp purchased a new stake in Fiserv during the 4th quarter worth $1,588,663,000. Finally, Geode Capital Management LLC acquired a new stake in Fiserv in the 4th quarter valued at $854,215,000. Institutional investors and hedge funds own 90.98% of the company’s stock.

Fiserv Stock Performance

Shares of FISV opened at $52.71 on Wednesday. The firm has a market cap of $28.11 billion, a price-to-earnings ratio of 8.93, a PEG ratio of 1.45 and a beta of 0.82. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 1.06. The business’s 50 day moving average is $53.89 and its two-hundred day moving average is $59.20. Fiserv, Inc. has a 52-week low of $47.04 and a 52-week high of $173.50.

Fiserv (NASDAQ:FISV – Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The business services provider reported $1.79 earnings per share for the quarter, topping analysts’ consensus estimates of $1.57 by $0.22. The business had revenue of $4.67 billion during the quarter, compared to the consensus estimate of $4.73 billion. Fiserv had a net margin of 15.17% and a return on equity of 17.46%. The company’s 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. Analysts forecast that Fiserv, Inc. will post 8.14 EPS for the current fiscal year.

Key Stories Impacting Fiserv

Here are the key news stories impacting Fiserv this week:

Positive Sentiment: Reports that large U.S. banks are exploring a purchase of Fiserv’s debit-card network have raised hopes for a value-unlocking asset sale and boosted the stock. Reuters: Big US banks explore Fiserv network deal, WSJ reports
Positive Sentiment: Fiserv’s June Small Business Index showed steady growth in small-business spending, with sales up 2.4% year over year and retail sales rebounding, which supports the company’s broader payments and merchant-services outlook. GlobeNewswire: Small Business Sales Grow on Higher Tickets and Retail Rebound, Fiserv Data Shows
Neutral Sentiment: Fiserv announced a leadership transition in its Financial Solutions business after President Dhivya Suryadevara resigned for “good reason,” which is notable but does not yet appear to change the investment thesis. TipRanks: Fiserv Announces Leadership Transition in Financial Solutions Business
Neutral Sentiment: TD Cowen lowered its price target modestly to $63 from $64 while keeping a neutral rating, signaling that analysts see limited near-term upside unless the network-sale story develops further.
Negative Sentiment: Some analysts warned that regulatory and political risks could limit the benefits of any STAR/Accel sale, and others questioned whether a deal is likely, tempering enthusiasm around the report. TipRanks: Regulatory and Political Risks Temper Upside From Potential STAR/Accel Sale

Insider Activity

In related news, CFO Paul M. Todd purchased 10,060 shares of Fiserv stock in a transaction dated Wednesday, June 17th. The shares were acquired at an average price of $49.70 per share, with a total value 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 approximately $9,150,117.90. This trade represents a 5.78% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.06% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have commented on FISV. Loop Capital reduced their price objective on Fiserv from $63.00 to $62.00 and set a “hold” rating on the stock in a research note on Friday, May 15th. Cantor Fitzgerald reduced their price target on Fiserv from $70.00 to $62.00 and set a “neutral” rating on the stock in a research report on Monday, May 11th. Truist Financial set a $58.00 price objective on shares of Fiserv and gave the company a “hold” rating in a research note on Friday, May 29th. 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 research note on Friday, June 5th. Finally, The Goldman Sachs Group lowered their price target on shares of Fiserv from $79.00 to $70.00 and set a “neutral” rating for the company in a report on Monday, April 13th. Eight equities research analysts have rated the stock with a Buy rating, twenty-six have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $82.20.

Check Out Our Latest Stock Report on FISV

Fiserv Profile

(Free Report)

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.