United Capital Financial Advisors LLC Purchases New Shares in Fiserv, Inc. $FISV

Posted by Brian Himes on Aug 30th, 2026

United Capital Financial Advisors LLC purchased a new position in Fiserv, Inc. (NASDAQ:FISV – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 28,188 shares of the business services provider’s stock, valued at approximately $1,383,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Dodge & Cox bought a new position in Fiserv during the 4th quarter valued at about $3,323,210,000. BlackRock Inc. purchased a new position in shares of Fiserv during the second quarter valued at approximately $2,079,711,000. State Street Corp bought a new stake in shares of Fiserv during the 4th quarter worth approximately $1,588,663,000. Geode Capital Management LLC purchased a new position in Fiserv during the 4th quarter valued at $854,215,000. Finally, Amundi bought a new stake in shares of Fiserv during the fourth quarter worth $825,819,000. Hedge funds and other institutional investors own 90.98% of the company’s stock.

Insider Activity at Fiserv

In other Fiserv news, CFO Paul M. Todd acquired 10,060 shares of the company’s stock in a transaction dated Wednesday, June 17th. The shares were acquired at an average cost of $49.70 per share, with a total value of $499,982.00. Following the acquisition, the chief financial officer directly owned 184,107 shares of the company’s stock, valued at approximately $9,150,117.90. The trade was a 5.78% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Lance M. Fritz acquired 10,000 shares of the business’s stock in a transaction dated Friday, August 7th. The stock was acquired at an average price of $51.95 per share, for a total transaction of $519,500.00. Following the purchase, the director directly owned 27,207 shares of the company’s stock, 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. Insiders own 0.06% of the company’s stock.

Wall Street Analysts Forecast Growth

FISV has been the subject of several research reports. JPMorgan Chase & Co. lowered their price objective on shares of Fiserv from $62.00 to $60.00 and set a “neutral” rating for the company in a research report on Friday, August 7th. B. Riley Financial lowered their price target on Fiserv from $69.00 to $66.00 and set a “neutral” rating for the company in a report on Wednesday, May 6th. Truist Financial set a $53.00 price objective on Fiserv and gave the stock a “hold” rating in a research note on Thursday, August 20th. Loop Capital reduced their price objective on Fiserv from $63.00 to $62.00 and set a “hold” rating on the stock in a report on Friday, May 15th. Finally, UBS Group set a $60.00 target price on Fiserv and gave the stock a “neutral” rating in a 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 issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $74.20.

Check Out Our Latest Stock Analysis on FISV

Fiserv Price Performance

NASDAQ FISV opened at $53.18 on Friday. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.04 and a quick ratio of 1.04. The stock’s fifty day moving average price is $51.76 and its 200 day moving average price is $55.60. Fiserv, Inc. has a 1 year low of $47.04 and a 1 year high of $138.85. The company has a market cap of $28.28 billion, a price-to-earnings ratio of 10.21, a PEG ratio of 4.00 and a beta of 0.80.

Fiserv (NASDAQ:FISV – Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The business services provider reported $1.84 earnings per share for the quarter, missing the consensus estimate of $1.91 by ($0.07). Fiserv had a net margin of 13.42% and a return on equity of 15.80%. The firm had revenue of $4.96 billion for the quarter, compared to analysts’ expectations of $5.04 billion. The company’s revenue was down 4.1% on a year-over-year basis. As a group, equities research analysts forecast that Fiserv, Inc. will post 7.26 earnings per share for the current year.

Fiserv 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.