10,571 Shares in Fiserv, Inc. $FISV Acquired by EP Wealth Advisors LLC

Posted by Brian Himes on Aug 25th, 2026

EP Wealth Advisors LLC acquired a new stake in shares of Fiserv, Inc. (NASDAQ:FISV – Free Report) in the second quarter, HoldingsChannel reports. The institutional investor acquired 10,571 shares of the business services provider’s stock, valued at approximately $519,000.

Other large investors have also added to or reduced their stakes in the company. Oakworth Capital Inc. purchased a new stake in shares of Fiserv in the fourth quarter worth $25,000. Private Wealth Asset Management LLC purchased a new position in shares of Fiserv in the 4th quarter worth about $25,000. Kimelman & Baird LLC bought a new position in Fiserv in the 4th quarter worth about $27,000. Goodman Advisory Group LLC bought a new position in Fiserv in the 4th quarter worth about $27,000. Finally, Tripletail Wealth Management LLC purchased a new stake in Fiserv during the 4th quarter valued at about $27,000. Hedge funds and other institutional investors own 90.98% of the company’s stock.

Insider Activity at Fiserv

In related news, CFO Paul M. Todd bought 10,060 shares of the firm’s stock in a transaction on Wednesday, June 17th. The stock was acquired at an average cost of $49.70 per share, for a total transaction of $499,982.00. Following the purchase, the chief financial officer owned 184,107 shares in the company, valued at approximately $9,150,117.90. This represents a 5.78% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Lance M. Fritz purchased 10,000 shares of the stock in a transaction dated Friday, August 7th. The shares were purchased at an average cost of $51.95 per share, for a total transaction of $519,500.00. Following the completion of the acquisition, the director directly owned 27,207 shares in the company, valued at approximately $1,413,403.65. This trade represents a 58.12% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 0.06% of the company’s stock.

Fiserv Price Performance

FISV opened at $52.96 on Tuesday. The company has a debt-to-equity ratio of 0.99, a quick ratio of 1.04 and a current ratio of 1.04. The stock has a market capitalization of $28.16 billion, a P/E ratio of 10.17, a P/E/G ratio of 3.95 and a beta of 0.80. The company’s 50-day simple moving average is $51.43 and its two-hundred day simple moving average is $55.76. Fiserv, Inc. has a 52-week low of $47.04 and a 52-week high of $139.94.

Fiserv (NASDAQ:FISV – Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The business services provider reported $1.84 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.91 by ($0.07). Fiserv had a net margin of 13.42% and a return on equity of 15.80%. The company had revenue of $4.96 billion for the quarter, compared to analysts’ expectations of $5.04 billion. The firm’s revenue was down 4.1% on a year-over-year basis. As a group, analysts predict that Fiserv, Inc. will post 7.27 EPS for the current year.

Wall Street Analyst Weigh In

Several research analysts have issued reports on FISV shares. BMO Capital Markets reaffirmed a “market perform” rating and issued a $55.00 target price (down from $60.00) on shares of Fiserv in a report on Wednesday, July 22nd. TD Cowen cut their price target on shares of Fiserv from $63.00 to $55.00 and set a “hold” rating on the stock in a report on Friday, August 7th. Wells Fargo & Company set a $56.00 price target on shares of Fiserv and gave the company an “equal weight” rating in a report on Thursday, July 9th. Raymond James Financial restated a “market perform” rating on shares of Fiserv in a report on Tuesday, July 7th. Finally, The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $54.00 price objective on shares of Fiserv in a research report on Friday, August 7th. Six research analysts have rated the stock with a Buy rating, twenty-five have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $74.20.

Check Out Our Latest Research Report on Fiserv

About Fiserv

(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.