SFE Investment Counsel Lowers Holdings in Fiserv, Inc. $FISV

SFE Investment Counsel reduced its stake in Fiserv, Inc. (NASDAQ:FISV) by 69.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,285 shares of the business services provider’s stock after selling 21,122 shares during the period. SFE Investment Counsel’s holdings in Fiserv were worth $518,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of FISV. Oakworth Capital Inc. purchased a new position in shares of Fiserv in the 4th quarter worth about $25,000. Private Wealth Asset Management LLC bought a new stake in Fiserv during the 4th quarter valued at about $25,000. American National Bank & Trust bought a new stake in Fiserv during the 4th quarter valued at about $27,000. Kimelman & Baird LLC purchased a new position in Fiserv in the fourth quarter worth about $27,000. Finally, Goodman Advisory Group LLC purchased a new position in Fiserv in the fourth quarter worth about $27,000. 90.98% of the stock is currently owned by institutional investors.

Fiserv Stock Performance

FISV stock traded down $1.20 on Friday, hitting $50.45. The company had a trading volume of 7,437,308 shares, compared to its average volume of 9,078,024. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 1.06. Fiserv, Inc. has a 12-month low of $47.04 and a 12-month high of $169.74. The stock has a market cap of $26.90 billion, a price-to-earnings ratio of 8.55, a P/E/G ratio of 1.41 and a beta of 0.82. The stock’s 50-day simple moving average is $53.24 and its 200 day simple moving average is $58.90.

Fiserv (NASDAQ:FISV) last released its quarterly earnings results on Tuesday, May 5th. The business services provider reported $1.79 earnings per share for the quarter, beating the consensus estimate of $1.57 by $0.22. The firm had revenue of $4.67 billion for the quarter, compared to analysts’ expectations of $4.73 billion. Fiserv had a return on equity of 17.46% and a net margin of 15.17%.The firm’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. As a group, equities research analysts expect that Fiserv, Inc. will post 8.13 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on FISV shares. Wells Fargo & Company set a $56.00 price target on shares of Fiserv and gave the company an “equal weight” rating in a report on Thursday. Deutsche Bank Aktiengesellschaft lowered their price objective on Fiserv from $63.00 to $60.00 in a research report on Monday, May 11th. Keefe, Bruyette & Woods reduced their target price on Fiserv from $80.00 to $75.00 and set an “outperform” rating for the company in a report on Tuesday, April 7th. Susquehanna restated a “positive” rating and issued a $91.00 price target (down from $99.00) on shares of Fiserv in a research note on Monday, May 4th. Finally, Barclays assumed coverage on Fiserv in a report on Wednesday. They set an “equal weight” rating and a $58.00 price target on the stock. Seven research analysts have rated the stock with a Buy rating, twenty-seven have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus 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

Insiders Place Their Bets

In other news, CFO Paul M. Todd bought 10,060 shares of the company’s stock in a transaction on Wednesday, June 17th. The shares were acquired at an average cost 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 transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.06% of the company’s stock.

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.