Alberta Investment Management Corp Grows Position in Fiserv, Inc. $FISV

Alberta Investment Management Corp raised its holdings in Fiserv, Inc. (NASDAQ:FISV) by 979.5% in the third quarter, Holdings Channel.com reports. The fund owned 42,100 shares of the business services provider’s stock after buying an additional 38,200 shares during the quarter. Alberta Investment Management Corp’s holdings in Fiserv were worth $5,428,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Clear Street LLC acquired a new stake in shares of Fiserv during the 2nd quarter valued at approximately $34,000. Sound Income Strategies LLC purchased a new position in Fiserv in the 3rd quarter valued at approximately $28,000. True Wealth Design LLC raised its holdings in Fiserv by 3,750.0% during the third quarter. True Wealth Design LLC now owns 231 shares of the business services provider’s stock worth $30,000 after purchasing an additional 225 shares during the last quarter. Redmont Wealth Advisors LLC purchased a new stake in Fiserv during the third quarter worth $30,000. Finally, Golden State Wealth Management LLC grew its holdings in Fiserv by 960.9% in the second quarter. Golden State Wealth Management LLC now owns 244 shares of the business services provider’s stock valued at $42,000 after purchasing an additional 221 shares during the last quarter. 90.98% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CFO Paul M. Todd acquired 17,000 shares of the stock in a transaction dated Monday, December 1st. The stock was bought at an average cost of $62.41 per share, with a total value of $1,060,970.00. Following the purchase, the chief financial officer directly owned 24,453 shares of the company’s stock, valued at approximately $1,526,111.73. This represents a 228.10% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Adam L. Rosman acquired 7,900 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The shares were purchased 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 approximately $3,872,599.15. The trade was a 14.80% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 1.00% of the stock is owned by company insiders.

Key Headlines Impacting Fiserv

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Jana Partners has built a stake in Fiserv and is pressing for changes; reports say Jana has been in conversations with management and at least publicly supports CEO Mike Lyons, a catalyst for the recent rally. Activist investor Jana Partners builds stake in Fiserv (Reuters)
• Positive Sentiment: News of Jana’s stake triggered sharp intraday gains (reports of a >5% jump), reflecting investor hope that activist engagement could accelerate cost actions, asset moves or strategy changes to boost valuation. Fiserv (FISV) Jumps Over 6% as Activist Investor Gobbles Stake (Yahoo)
• Neutral Sentiment: Analysts continue to focus on key post‑earnings questions (growth drivers, margin recovery, integration and capital allocation) that will determine whether Fiserv can regain momentum; these Q&A points are on investors’ watchlists. The Top 5 Analyst Questions From Fiserv’s Q4 Earnings Call (Yahoo)
• Neutral Sentiment: Industry commentary (Zacks) notes cross-border and e‑commerce tailwinds for payments firms but also warns rising tech and expense pressures — a mixed backdrop that could support eventual recovery but compress near‑term margins. 5 Financial Transaction Stocks to Watch Despite Elevated Expense Level (Zacks)
• Negative Sentiment: Management flagged a slowdown in its small‑business POS platform, which has weighed on revenue and sentiment; that operational softness is a direct headwind to near‑term growth expectations. Slowdown in Its Small Business POS Platform Weighed on Fiserv’s (FISV) Shares (Yahoo)
• Negative Sentiment: Longer‑term performance remains poor (articles note the stock’s steep decline over the past year), underlining that activism alone must contend with operational fixes and balance‑sheet concerns to produce sustained upside. What I’m Watching With Fiserv to See if It Beats the Market (The Motley Fool)

Fiserv Stock Performance

Fiserv stock opened at $63.01 on Thursday. The stock has a fifty day moving average price of $65.53 and a 200 day moving average price of $93.66. Fiserv, Inc. has a 52 week low of $57.79 and a 52 week high of $238.59. The firm has a market capitalization of $34.25 billion, a P/E ratio of 9.94, a PEG ratio of 3.63 and a beta of 0.78. The company has a current ratio of 1.03, a quick ratio of 1.08 and a debt-to-equity ratio of 1.08.

Fiserv (NASDAQ:FISV) last posted its quarterly earnings data on Tuesday, February 10th. The business services provider reported $1.99 EPS for the quarter, beating analysts’ consensus estimates of $1.90 by $0.09. Fiserv had a net margin of 16.42% and a return on equity of 18.39%. The company had revenue of $4.90 billion during the quarter, compared to the consensus estimate of $4.78 billion. During the same quarter in the prior year, the company posted $2.51 EPS. The company’s quarterly revenue was up .6% compared to the same quarter last year. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Equities research analysts anticipate that Fiserv, Inc. will post 10.23 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the stock. KeyCorp lowered shares of Fiserv from an “overweight” rating to a “hold” rating in a research report on Thursday, October 30th. Cantor Fitzgerald raised shares of Fiserv to a “hold” rating in a research note on Tuesday, January 27th. JPMorgan Chase & Co. cut their price objective on Fiserv from $85.00 to $75.00 and set a “neutral” rating for the company in a research report on Wednesday, February 11th. Compass Point lowered their target price on Fiserv from $78.00 to $75.00 and set a “neutral” rating on the stock in a report on Wednesday, February 11th. Finally, Morgan Stanley set a $64.00 price target on Fiserv in a report on Wednesday, February 11th. Ten research analysts have rated the stock with a Buy rating, twenty-four have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Fiserv currently has an average rating of “Hold” and an average price target of $110.16.

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.