Morningstar Investment Management LLC Takes $890,000 Position in Fiserv, Inc. $FISV

Posted by Stanley Muller on May 26th, 2026

Morningstar Investment Management LLC bought a new stake in Fiserv, Inc. (NASDAQ:FISV – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 13,257 shares of the business services provider’s stock, valued at approximately $890,000.

Other large investors also recently made changes to their positions in the company. Chicago Capital LLC acquired a new stake in shares of Fiserv in the 4th quarter valued at about $1,316,000. AGF Management Ltd. lifted its position in Fiserv by 55.4% in the 3rd quarter. AGF Management Ltd. now owns 194,524 shares of the business services provider’s stock valued at $25,080,000 after acquiring an additional 69,383 shares in the last quarter. National Pension Service lifted its position in Fiserv by 2.6% in the 3rd quarter. National Pension Service now owns 1,217,726 shares of the business services provider’s stock valued at $157,001,000 after acquiring an additional 30,951 shares in the last quarter. Machina Capital S.A.S. lifted its position in Fiserv by 256.8% in the 3rd quarter. Machina Capital S.A.S. now owns 47,170 shares of the business services provider’s stock valued at $6,082,000 after acquiring an additional 33,949 shares in the last quarter. Finally, New York State Common Retirement Fund lifted its position in Fiserv by 4.2% in the 3rd quarter. New York State Common Retirement Fund now owns 942,817 shares of the business services provider’s stock valued at $121,557,000 after acquiring an additional 38,167 shares in the last quarter. 90.98% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on FISV shares. Mizuho dropped their price target on shares of Fiserv from $100.00 to $90.00 and set an “outperform” rating on the stock in a research report on Wednesday, May 6th. Deutsche Bank Aktiengesellschaft dropped their price target on shares of Fiserv from $63.00 to $60.00 in a research report on Monday, May 11th. Royal Bank Of Canada set a $75.00 price target on shares of Fiserv and gave the company an “outperform” rating in a research report on Wednesday, May 6th. Stephens dropped their price target on shares of Fiserv from $75.00 to $70.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 11th. Finally, Northcoast Research cut shares of Fiserv from a “buy” rating to a “neutral” rating in a research report on Monday, February 2nd. Nine analysts have rated the stock with a Buy rating, twenty-six have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $82.97.

Check Out Our Latest Stock Analysis on FISV

Fiserv Price Performance

Fiserv stock opened at $57.13 on Tuesday. Fiserv, Inc. has a 52 week low of $52.17 and a 52 week high of $177.36. The company’s 50 day moving average price is $57.68 and its two-hundred day moving average price is $61.82. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 1.06. The stock has a market cap of $30.46 billion, a P/E ratio of 9.68, a P/E/G ratio of 1.60 and a beta of 0.84.

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

Fiserv Company Profile

(Free Report)

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.