Fulcrum Asset Management LLP Acquires Shares of 25,398 Fiserv, Inc. $FISV

Fulcrum Asset Management LLP acquired a new stake in Fiserv, Inc. (NASDAQ:FISV) during the 4th quarter, Holdings Channel reports. The institutional investor acquired 25,398 shares of the business services provider’s stock, valued at approximately $1,620,000.

Several other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. acquired a new position in Fiserv in the 4th quarter valued at $3,507,063,000. Capital World Investors increased its stake in Fiserv by 35.2% in the 3rd quarter. Capital World Investors now owns 25,781,919 shares of the business services provider’s stock valued at $3,324,073,000 after buying an additional 6,714,536 shares during the period. Legal & General Group Plc increased its stake in Fiserv by 3.8% in the 3rd quarter. Legal & General Group Plc now owns 3,638,031 shares of the business services provider’s stock valued at $469,051,000 after buying an additional 131,935 shares during the period. Barclays PLC increased its stake in Fiserv by 116.0% in the 3rd quarter. Barclays PLC now owns 3,528,906 shares of the business services provider’s stock valued at $454,982,000 after buying an additional 1,895,349 shares during the period. Finally, Dimensional Fund Advisors LP increased its stake in Fiserv by 24.0% in the 3rd quarter. Dimensional Fund Advisors LP now owns 3,138,413 shares of the business services provider’s stock valued at $404,687,000 after buying an additional 607,213 shares during the period. 90.98% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts have issued reports on the stock. Compass Point dropped their price objective on shares of Fiserv from $78.00 to $75.00 and set a “neutral” rating on the stock in a research note on Wednesday, February 11th. B. Riley Financial dropped their price objective on shares of Fiserv from $69.00 to $66.00 and set a “neutral” rating on the stock in a research note on Wednesday, May 6th. Citigroup dropped their price objective on shares of Fiserv from $68.00 to $60.00 and set a “neutral” rating on the stock in a research note on Thursday, April 9th. Morgan Stanley dropped their price objective on shares of Fiserv from $81.00 to $64.00 and set an “equal weight” rating on the stock in a research note on Tuesday, April 28th. Finally, Rothschild & Co Redburn lowered their price target on shares of Fiserv from $50.00 to $40.00 and set a “sell” rating on the stock in a research note on Tuesday. Eight equities research analysts have rated the stock with a Buy rating, twenty-seven have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Fiserv has an average rating of “Hold” and an average target price of $83.57.

Key Fiserv News

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 Stock Performance

NASDAQ:FISV opened at $53.46 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 fifty-two week low of $52.17 and a fifty-two week high of $190.86. The stock has a market cap of $28.51 billion, a PE ratio of 9.06, a price-to-earnings-growth ratio of 1.66 and a beta of 0.84. The firm’s fifty day simple moving average is $58.29 and its 200-day simple moving average is $63.16.

Fiserv (NASDAQ:FISV) last posted its quarterly earnings results on Tuesday, May 5th. The business services provider reported $1.79 earnings per share for the quarter, topping analysts’ consensus estimates of $1.57 by $0.22. Fiserv had a net margin of 15.17% and a return on equity of 17.46%. The business had revenue of $4.68 billion for the quarter, compared to analysts’ expectations of $4.73 billion. The firm’s revenue for the quarter was down 2.0% on a year-over-year basis. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Analysts expect that Fiserv, Inc. will post 8.14 earnings per share for the current fiscal year.

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.