CenterBook Partners LP Has $4.27 Million Holdings in Fiserv, Inc. $FISV

CenterBook Partners LP lifted its position in shares of Fiserv, Inc. (NASDAQ:FISV) by 233.8% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 33,152 shares of the business services provider’s stock after purchasing an additional 23,221 shares during the quarter. CenterBook Partners LP’s holdings in Fiserv were worth $4,274,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the business. Pinnacle Wealth Management Advisory Group LLC lifted its position in shares of Fiserv by 2.8% during the 2nd quarter. Pinnacle Wealth Management Advisory Group LLC now owns 2,811 shares of the business services provider’s stock valued at $485,000 after acquiring an additional 77 shares during the period. Quadcap Wealth Management LLC increased its stake in Fiserv by 2.1% in the second quarter. Quadcap Wealth Management LLC now owns 3,900 shares of the business services provider’s stock valued at $672,000 after purchasing an additional 79 shares in the last quarter. Strategic Blueprint LLC raised its holdings in shares of Fiserv by 4.4% during the second quarter. Strategic Blueprint LLC now owns 1,977 shares of the business services provider’s stock valued at $341,000 after purchasing an additional 83 shares during the period. Glenview Trust co raised its holdings in shares of Fiserv by 0.3% during the second quarter. Glenview Trust co now owns 32,864 shares of the business services provider’s stock valued at $5,666,000 after purchasing an additional 85 shares during the period. Finally, Smithfield Trust Co boosted its position in shares of Fiserv by 0.9% during the 2nd quarter. Smithfield Trust Co now owns 9,773 shares of the business services provider’s stock worth $1,685,000 after purchasing an additional 86 shares in the last quarter. 90.98% of the stock is currently owned by institutional investors.

Insider Transactions at Fiserv

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

Fiserv News Roundup

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 Trading Down 0.7%

Shares of FISV stock opened at $63.01 on Thursday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.08 and a current ratio of 1.03. The company has a market capitalization of $34.25 billion, a price-to-earnings ratio of 9.94, a PEG ratio of 3.63 and a beta of 0.78. Fiserv, Inc. has a 52-week low of $57.79 and a 52-week high of $238.59. The company has a 50-day simple moving average of $65.53 and a two-hundred day simple moving average of $93.66.

Fiserv (NASDAQ:FISV) last issued its quarterly earnings results on Tuesday, February 10th. The business services provider reported $1.99 EPS for the quarter, topping analysts’ consensus estimates of $1.90 by $0.09. The business had revenue of $4.90 billion for the quarter, compared to analyst estimates 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 last year, the company posted $2.51 earnings per share. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Research analysts anticipate that Fiserv, Inc. will post 10.23 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research analysts recently weighed in on the company. JPMorgan Chase & Co. dropped their price target on Fiserv from $85.00 to $75.00 and set a “neutral” rating on the stock in a research note on Wednesday, February 11th. Argus restated a “hold” rating on shares of Fiserv in a report on Thursday, October 30th. Northcoast Research cut Fiserv from a “buy” rating to a “neutral” rating in a report on Monday, February 2nd. Seaport Research Partners downgraded shares of Fiserv from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, October 29th. Finally, Oppenheimer restated an “outperform” rating and set a $91.00 price objective on shares of Fiserv in a report on Thursday, October 30th. Ten investment analysts have rated the stock with a Buy rating, twenty-four have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $110.16.

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.