Spectrum Asset Management Inc. NB CA Increases Stock Holdings in Fiserv, Inc. $FISV

Spectrum Asset Management Inc. NB CA grew its holdings in shares of Fiserv, Inc. (NASDAQ:FISV) by 103.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,935 shares of the business services provider’s stock after purchasing an additional 8,118 shares during the period. Spectrum Asset Management Inc. NB CA’s holdings in Fiserv were worth $2,054,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the business. Sound Income Strategies LLC purchased a new stake in Fiserv during the 3rd quarter worth approximately $28,000. True Wealth Design LLC grew its stake in shares of Fiserv by 3,750.0% in the third quarter. True Wealth Design LLC now owns 231 shares of the business services provider’s stock worth $30,000 after acquiring an additional 225 shares in the last quarter. Hager Investment Management Services LLC purchased a new stake in shares of Fiserv during the second quarter worth $34,000. Clear Street LLC acquired a new stake in shares of Fiserv in the second quarter valued at $34,000. Finally, Christopher J. Hasenberg Inc boosted its holdings in Fiserv by 218.5% in the second quarter. Christopher J. Hasenberg Inc now owns 207 shares of the business services provider’s stock valued at $36,000 after purchasing an additional 142 shares during the period. Institutional investors and hedge funds own 90.98% of the company’s stock.

Key Stories Impacting Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Major AI partnership with Microsoft that expands Copilot and Azure Foundry across Fiserv’s platforms — this should accelerate product development, improve employee productivity, and help embed AI into client-facing fintech offerings, supporting revenue/competitive positioning. What’s Going On With Fiserv Stock On Thursday?
• Positive Sentiment: Clover (Fiserv-owned) adds Wink biometric face and palm-payments — deepens merchant product differentiation and could boost transaction volumes/ARPU if adoption scales across Clover’s install base. Clover Introduces Identity-Based Payments to Transform Everyday Transactions
• Positive Sentiment: Modest small-business sales growth in December per Fiserv’s Small Business Index — indicates steady transaction trends at the merchant level, which supports payments volumes. Fiserv Says Steady Demand for Essentials Drove Modest Small Business Sales Growth in December
• Neutral Sentiment: Fresh valuation and analyst commentary: several outlets are re-assessing Fiserv after a large one-year price decline and following the Microsoft/Clover news — could prompt re-ratings but not an immediate catalyst by itself. Assessing Fiserv (FISV) Valuation After New Microsoft AI Collaboration And Clover Biometric Payments Integration
• Negative Sentiment: Shareholder litigation alert — Bragar Eagel & Squire is investigating Fiserv on behalf of long-term stockholders, which can increase legal/PR risk and investor concern. FISERV ALERT: Bragar Eagel & Squire, P.C. is Investigating Fiserv
• Negative Sentiment: Analysts expect a double-digit profit dip in the upcoming quarter — near-term earnings pressure could weigh on the stock until results and guidance are clear. What to Expect From Fiserv’s Next Quarterly Earnings Report
• Negative Sentiment: High-profile skepticism (Jim Cramer) and continued focus on the stock’s large one‑year decline may keep sentiment muted despite product wins. Jim Cramer on Fiserv: “I got to say no thank you to that one”

Insiders Place Their Bets

In other news, insider Adam L. Rosman acquired 7,900 shares of the company’s stock in a transaction on Tuesday, December 2nd. The shares were bought at an average price of $63.19 per share, with a total value of $499,201.00. Following the completion of the acquisition, the insider owned 61,285 shares in the company, valued at $3,872,599.15. This trade represents a 14.80% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Paul M. Todd bought 17,000 shares of Fiserv stock in a transaction dated Monday, December 1st. The stock was purchased at an average cost of $62.41 per share, with a total value of $1,060,970.00. Following the completion of the acquisition, the chief financial officer directly owned 24,453 shares in the company, valued at approximately $1,526,111.73. The trade was a 228.10% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders have bought 34,900 shares of company stock valued at $2,211,971. 1.00% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on FISV shares. Mizuho cut their price target on Fiserv from $110.00 to $100.00 and set an “outperform” rating on the stock in a report on Monday, December 22nd. Truist Financial lowered shares of Fiserv from a “buy” rating to a “hold” rating and cut their target price for the stock from $143.00 to $75.00 in a research note on Thursday, October 30th. Morgan Stanley cut shares of Fiserv from an “overweight” rating to an “equal weight” rating and set a $81.00 target price on the stock. in a report on Friday, November 14th. Oppenheimer reiterated an “outperform” rating and set a $91.00 price target on shares of Fiserv in a report on Thursday, October 30th. Finally, Raymond James Financial set a $167.00 price objective on shares of Fiserv and gave the company an “outperform” rating in a research report on Friday, October 10th. Ten research analysts have rated the stock with a Buy rating, twenty-three have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Fiserv presently has a consensus rating of “Hold” and a consensus price target of $114.42.

Fiserv Stock Performance

Shares of Fiserv stock opened at $69.50 on Friday. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 1.15. Fiserv, Inc. has a 52 week low of $59.56 and a 52 week high of $238.59. The firm’s 50 day moving average is $65.29 and its two-hundred day moving average is $113.92. The firm has a market capitalization of $37.78 billion, a P/E ratio of 10.74, a P/E/G ratio of 2.75 and a beta of 0.80.

Fiserv (NASDAQ:FISV) last issued its earnings results on Tuesday, March 26th. The business services provider reported $1.91 earnings per share (EPS) for the quarter. The business had revenue of $4.32 billion during the quarter. Fiserv had a net margin of 17.05% and a return on equity of 19.47%. Fiserv has set its FY 2025 guidance at 8.500-8.600 EPS. Research analysts forecast that Fiserv, Inc. will post 10.23 EPS for the current fiscal year.

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.