Graham Capital Wealth Management LLC Buys Shares of 19,411 Fiserv, Inc. $FISV

Graham Capital Wealth Management LLC bought a new stake in Fiserv, Inc. (NASDAQ:FISV) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 19,411 shares of the business services provider’s stock, valued at approximately $2,503,000. Fiserv makes up about 2.6% of Graham Capital Wealth Management LLC’s portfolio, making the stock its 14th largest holding.

A number of other institutional investors and hedge funds have also made changes to their positions in FISV. Vise Technologies Inc. bought a new stake in Fiserv during the second quarter valued at $2,320,000. Factory Mutual Insurance Co. boosted its position in shares of Fiserv by 11.7% during the second quarter. Factory Mutual Insurance Co. now owns 157,000 shares of the business services provider’s stock worth $27,068,000 after buying an additional 16,500 shares during the period. Dillon & Associates Inc. increased its stake in Fiserv by 9.1% during the 2nd quarter. Dillon & Associates Inc. now owns 88,570 shares of the business services provider’s stock valued at $15,234,000 after buying an additional 7,419 shares during the period. Ipsen Advisor Group LLC acquired a new position in shares of Fiserv during the 2nd quarter valued at $759,000. Finally, FUKOKU MUTUAL LIFE INSURANCE Co boosted its stake in Fiserv by 236.6% during the second quarter. FUKOKU MUTUAL LIFE INSURANCE Co now owns 8,037 shares of the business services provider’s stock valued at $1,386,000 after buying an additional 5,649 shares in the last quarter. 90.98% of the stock is owned by institutional investors and hedge funds.

More Fiserv News

Here are the key news stories impacting Fiserv this week:

• Positive Sentiment: Activist investor Jana Partners has built a stake in Fiserv and is campaigning for changes to boost shareholder value; activist engagement is often a catalyst for strategic reviews, divestitures or governance changes that can lift the stock. Activist investor Jana Partners builds stake in Fiserv
• Positive Sentiment: Market reaction: Fiserv shares jumped after the activist reports, indicating investors expect near‑term actions or value unlocking following Jana’s stake. Fiserv (FISV) Jumps Over 6% as Activist Investor Gobbles Stake
• Positive Sentiment: RBC Capital put a buy on Fiserv, offering an analyst-backed endorsement that can attract buyers and support the stock if investors view the rating as validation of turnaround potential. Fiserv (FISV) Receives a Buy from RBC Capital
• Neutral Sentiment: Industry outlooks (Zacks and others) still list Fiserv among key payments players benefiting from cross‑border and e‑commerce trends, but highlight rising tech costs and consumer spending pressures that make the path to margin recovery uncertain. Zacks Industry Outlook Highlights Visa, Mastercard, Fiserv, Fidelity National Information Services and Global Payments
• Neutral Sentiment: Opinion pieces note Fiserv looks cheaper after the decline and may have limited near‑term downside, but they caution a rally isn’t guaranteed without clear operational improvement. Is Fiserv an Underrated Financial Stock Investment Play?
• Negative Sentiment: Operational headwinds persist: reports point to a slowdown in Fiserv’s small‑business point‑of‑sale (POS) platform, which has weighed on revenue growth and investor confidence. Slowdown in Its Small Business POS Platform Weighed on Fiserv’s (FISV) Shares
• Negative Sentiment: Broader concerns highlighted by activists and analysts include high expense levels, leverage and the need to re‑prioritize growth — issues that could limit upside until management demonstrates sustained margin and revenue improvement. Jana Campaign Puts Undervalued Fiserv’s Growth Priorities And Debt In Focus

Wall Street Analyst Weigh In

FISV has been the subject of a number of research reports. Weiss Ratings restated a “sell (d+)” rating on shares of Fiserv in a report on Monday, December 29th. BNP Paribas Exane boosted their target price on shares of Fiserv from $62.00 to $64.00 and gave the company a “neutral” rating in a research note on Wednesday, February 11th. Jefferies Financial Group increased their price objective on Fiserv from $60.00 to $65.00 and gave the stock a “hold” rating in a research note on Wednesday, January 21st. William Blair lowered shares of Fiserv from an “outperform” rating to a “market perform” rating in a research note on Wednesday, October 29th. Finally, Morgan Stanley set a $64.00 target price 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 company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $110.16.

Fiserv Price Performance

Shares of Fiserv stock opened at $63.01 on Thursday. The firm has a market cap of $34.25 billion, a P/E ratio of 9.94, a price-to-earnings-growth ratio of 3.63 and a beta of 0.78. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.08 and a current ratio of 1.03. Fiserv, Inc. has a twelve month low of $57.79 and a twelve month high of $238.59. The firm’s 50-day simple moving average is $65.53 and its 200-day simple moving average is $93.66.

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

Insiders Place Their Bets

In other Fiserv news, insider Adam L. Rosman bought 7,900 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The shares were bought at an average price of $63.19 per share, for a total transaction of $499,201.00. Following the completion of the acquisition, the insider owned 61,285 shares of the company’s stock, valued at approximately $3,872,599.15. This trade represents a 14.80% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Paul M. Todd purchased 17,000 shares of Fiserv stock in a transaction that occurred on Monday, December 1st. The shares were bought at an average price of $62.41 per share, for a total transaction of $1,060,970.00. Following the transaction, the chief financial officer owned 24,453 shares in the company, valued at $1,526,111.73. This represents a 228.10% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 1.00% 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.