12,288 Shares in Fiserv, Inc. $FISV Bought by Coldstream Capital Management Inc.

by · The Cerbat Gem

Coldstream Capital Management Inc. acquired a new stake in Fiserv, Inc. (NASDAQ:FISV – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 12,288 shares of the business services provider’s stock, valued at approximately $825,000.

Several other large investors also recently bought and sold shares of the stock. Stonebridge Capital Advisors LLC boosted its stake in Fiserv by 2.3% in the second quarter. Stonebridge Capital Advisors LLC now owns 4,318 shares of the business services provider’s stock valued at $744,000 after acquiring an additional 98 shares in the last quarter. Bison Wealth LLC boosted its stake in Fiserv by 5.3% in the fourth quarter. Bison Wealth LLC now owns 2,299 shares of the business services provider’s stock valued at $472,000 after acquiring an additional 116 shares in the last quarter. Cornerstone Planning Group LLC boosted its stake in Fiserv by 50.3% in the third quarter. Cornerstone Planning Group LLC now owns 472 shares of the business services provider’s stock valued at $61,000 after acquiring an additional 158 shares in the last quarter. Twin City Private Wealth LLC boosted its stake in Fiserv by 5.0% in the third quarter. Twin City Private Wealth LLC now owns 3,562 shares of the business services provider’s stock valued at $459,000 after acquiring an additional 170 shares in the last quarter. Finally, ROI Financial Advisors LLC boosted its stake in Fiserv by 10.3% in the third quarter. ROI Financial Advisors LLC now owns 1,871 shares of the business services provider’s stock valued at $241,000 after acquiring an additional 175 shares in the last quarter. Institutional investors and hedge funds own 90.98% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have issued reports on FISV. Stephens decreased their price objective on shares of Fiserv from $75.00 to $70.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 11th. Keefe, Bruyette & Woods decreased their price objective on shares of Fiserv from $80.00 to $75.00 and set an “outperform” rating for the company in a research note on Tuesday, April 7th. Tigress Financial restated a “buy” rating and issued a $95.00 price objective on shares of Fiserv in a research note on Wednesday, March 11th. Rothschild & Co Redburn decreased their price objective on shares of Fiserv from $50.00 to $40.00 and set a “sell” rating for the company in a research note on Tuesday, May 12th. Finally, Royal Bank Of Canada set a $75.00 price objective on shares of Fiserv and gave the company an “outperform” rating in a research note on Wednesday, May 6th. Nine analysts have rated the stock with a Buy rating, twenty-six have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $82.97.

Get Our Latest Analysis on Fiserv

Fiserv Trading Up 0.0%

NASDAQ FISV opened at $55.62 on Thursday. The stock has a market capitalization of $29.66 billion, a P/E ratio of 9.43, a P/E/G ratio of 1.56 and a beta of 0.84. Fiserv, Inc. has a 52-week low of $52.17 and a 52-week high of $177.36. The firm has a 50-day moving average price of $57.62 and a 200 day moving average price of $61.72. 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 (NASDAQ:FISV – Get Free Report) last posted its quarterly earnings results on Tuesday, May 5th. The business services provider reported $1.79 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.57 by $0.22. The firm had revenue of $4.68 billion during the quarter, compared to analysts’ expectations of $4.73 billion. Fiserv had a net margin of 15.17% and a return on equity of 17.46%. The firm’s quarterly revenue was down 2.0% compared to the same quarter last year. Fiserv has set its FY 2026 guidance at 8.000-8.300 EPS. Equities research analysts expect that Fiserv, Inc. will post 8.14 EPS 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.

Further Reading

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