AustralianSuper Pty Ltd Invests $74.30 Million in Fiserv, Inc. $FISV

AustralianSuper Pty Ltd purchased a new position in shares of Fiserv, Inc. (NASDAQ:FISV) in the 4th quarter, HoldingsChannel.com reports. The fund purchased 1,106,203 shares of the business services provider’s stock, valued at approximately $74,304,000.

Several other institutional investors have also added to or reduced their stakes in FISV. Redmont Wealth Advisors LLC bought a new position in Fiserv during the 3rd quarter worth $30,000. Westfuller Advisors LLC bought a new stake in shares of Fiserv in the third quarter valued at about $36,000. WFA of San Diego LLC bought a new stake in shares of Fiserv in the second quarter valued at about $55,000. Oakworth Capital Inc. acquired a new position in shares of Fiserv in the fourth quarter valued at about $25,000. Finally, American National Bank & Trust acquired a new position in shares of Fiserv in the fourth quarter valued at about $27,000. 90.98% of the stock is currently owned by institutional investors.

Fiserv Stock Up 2.1%

NASDAQ FISV opened at $53.46 on Friday. The business has a fifty day moving average price of $58.29 and a two-hundred day moving average price of $63.16. The stock has a market capitalization of $28.51 billion, a PE ratio of 9.06, a PEG ratio of 1.66 and a beta of 0.84. Fiserv, Inc. has a fifty-two week low of $52.17 and a fifty-two week high of $190.86. The company has a debt-to-equity ratio of 1.06, a current ratio of 1.06 and a quick ratio of 1.06.

Fiserv (NASDAQ:FISV) last posted its earnings results 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. The firm had revenue of $4.68 billion during the quarter, compared to analysts’ expectations of $4.73 billion. Fiserv had a net margin of 15.17% and a return on equity of 17.46%. The business’s revenue for the quarter was down 2.0% compared to the same quarter last year. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Equities analysts expect that Fiserv, Inc. will post 8.14 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several brokerages have weighed in on FISV. Jefferies Financial Group lifted their price objective on shares of Fiserv from $60.00 to $65.00 and gave the stock a “hold” rating in a research note on Wednesday, January 21st. Wells Fargo & Company lowered their target price on shares of Fiserv from $72.00 to $62.00 and set an “equal weight” rating on the stock in a report on Friday, March 27th. Rothschild & Co Redburn dropped their price target on shares of Fiserv from $50.00 to $40.00 and set a “sell” rating for the company in a research report on Tuesday. Susquehanna reiterated 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, Mizuho reduced their price target on Fiserv from $100.00 to $90.00 and set an “outperform” rating on the stock in a research report on Wednesday, May 6th. Eight investment analysts have rated the stock with a Buy rating, twenty-seven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, Fiserv currently has a consensus rating of “Hold” and a consensus price target of $83.57.

Key Headlines Impacting Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Fiserv reaffirmed 2026 guidance and outlined a longer-term plan for 4% to 6% annual adjusted revenue growth from 2026 to 2029, with adjusted operating margins expected to exceed 37% by 2029 and EPS topping $12.00 in 2029.
• Positive Sentiment: The company launched agentOS and announced a collaboration with OpenAI, signaling a push into agentic AI for banks that could improve efficiency for customers and open new product opportunities.
• Positive Sentiment: Management emphasized the “One Fiserv” strategy, which is aimed at driving durable growth, stronger cash generation, and disciplined capital allocation, helping restore confidence in the turnaround narrative.
• Neutral Sentiment: Fiserv also announced a joint venture with Bridgeport Partners for its ATM Managed Services, Cash & Logistics, and MoneyPass businesses, a move that may unlock value but still needs regulatory approval and closing conditions.
• Negative Sentiment: The 2026 outlook still calls for only 1% to 3% adjusted and organic revenue growth, which suggests near-term growth remains modest despite the more optimistic multi-year targets.
• Negative Sentiment: A recent analyst price-target cut to $40 from Rothschild & Co Redburn reflects lingering skepticism about the stock’s near-term recovery.

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.