Applied Finance Capital Management LLC Makes New Investment in Fiserv, Inc. $FISV

Applied Finance Capital Management LLC bought a new position in Fiserv, Inc. (NASDAQ:FISV) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 156,783 shares of the business services provider’s stock, valued at approximately $10,531,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Commerzbank Aktiengesellschaft FI purchased a new stake in shares of Fiserv in the 4th quarter valued at about $403,000. Northwestern Mutual Investment Management Company LLC purchased a new stake in shares of Fiserv in the 4th quarter valued at about $1,154,000. Northwestern Mutual Wealth Management Co. purchased a new stake in shares of Fiserv in the 4th quarter valued at about $223,136,000. Fulcrum Asset Management LLP purchased a new stake in shares of Fiserv in the 4th quarter valued at about $1,620,000. Finally, AustralianSuper Pty Ltd purchased a new stake in shares of Fiserv in the 4th quarter valued at about $74,304,000. Hedge funds and other institutional investors own 90.98% of the company’s stock.

Fiserv Trading Up 3.5%

NASDAQ FISV opened at $55.33 on Friday. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 1.06. Fiserv, Inc. has a twelve month low of $52.17 and a twelve month high of $177.36. The firm has a market capitalization of $29.50 billion, a PE ratio of 9.38, a P/E/G ratio of 1.70 and a beta of 0.84. The stock’s 50 day moving average is $58.14 and its 200 day moving average is $63.11.

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. Fiserv had a return on equity of 17.46% and a net margin of 15.17%.The company had revenue of $4.68 billion for the quarter, compared to analyst estimates of $4.73 billion. The firm’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. Research analysts forecast that Fiserv, Inc. will post 8.14 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several analysts have weighed in on FISV shares. Keefe, Bruyette & Woods lowered their price target on Fiserv from $80.00 to $75.00 and set an “outperform” rating on the stock in a report on Tuesday, April 7th. TD Cowen reaffirmed a “buy” rating on shares of Fiserv in a report on Friday. Mizuho decreased their price objective on Fiserv from $100.00 to $90.00 and set an “outperform” rating on the stock in a report on Wednesday, May 6th. Jefferies Financial Group raised their price objective on Fiserv from $60.00 to $65.00 and gave the company a “hold” rating in a report on Wednesday, January 21st. Finally, Tigress Financial reissued a “buy” rating and set a $95.00 price objective on shares of Fiserv in a report on Wednesday, March 11th. Nine investment analysts have rated the stock with a Buy rating, twenty-six have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, Fiserv presently has an average rating of “Hold” and a consensus target price of $82.97.

Trending Headlines about Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Fiserv unveiled agentOS, an agentic AI operating system for banks, and announced a collaboration with OpenAI and AWS. The company says the platform could improve financial-institution workflows and support longer-term growth. Article Title
• Positive Sentiment: At its Investor Day, Fiserv reaffirmed 2026 guidance and laid out medium-term targets for revenue growth, margin expansion, and double-digit EPS growth, which supported sentiment around the company’s turnaround plan. Article Title
• Positive Sentiment: BMO Capital Markets raised its price target on Fiserv to $60 from $55, signaling some confidence in the stock’s valuation and near-term upside. Article Title
• Neutral Sentiment: Analysts at TD Cowen and Loop Capital trimmed their price targets to $64 and $62, respectively, while keeping Hold ratings, reflecting cautious views on execution but not a strong bearish call. Article Title Article Title
• Neutral Sentiment: BTIG also maintained a Hold rating, with analysts highlighting that long-term targets look attractive but near-term execution and valuation remain a risk. Article Title
• Negative Sentiment: Investor attention remains on the company’s recent quarter, where Fiserv beat EPS estimates but the market focused on margin pressure and operational transition risks, which helps explain why some investors remain cautious. Article Title

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.