Spire Wealth Management Sells 17,229 Shares of Fiserv, Inc. $FISV

11 Jan 2026, 11:02 by Kim Johansen · The Markets Daily

Spire Wealth Management lowered its stake in shares of Fiserv, Inc. (NASDAQ:FISV – Free Report) by 75.2% in the third quarter, Holdings Channel.com reports. The firm owned 5,684 shares of the business services provider’s stock after selling 17,229 shares during the period. Spire Wealth Management’s holdings in Fiserv were worth $733,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the stock. Norges Bank purchased a new position in shares of Fiserv in the 2nd quarter worth approximately $1,252,260,000. Marshall Wace LLP bought a new stake in Fiserv during the 2nd quarter valued at $356,643,000. Assenagon Asset Management S.A. raised its stake in shares of Fiserv by 939.0% during the 2nd quarter. Assenagon Asset Management S.A. now owns 2,039,032 shares of the business services provider’s stock valued at $351,550,000 after purchasing an additional 1,842,784 shares during the period. Swedbank AB boosted its stake in Fiserv by 366.0% in the 2nd quarter. Swedbank AB now owns 1,588,747 shares of the business services provider’s stock worth $273,916,000 after purchasing an additional 1,247,801 shares during the period. Finally, Worldquant Millennium Advisors LLC increased its position in shares of Fiserv by 2,134.9% during the second quarter. Worldquant Millennium Advisors LLC now owns 993,068 shares of the business services provider’s stock valued at $171,215,000 after buying an additional 948,634 shares during the period. Institutional investors own 90.98% of the company’s stock.

Fiserv News Roundup

Here are the key news stories impacting Fiserv this week:

Positive Sentiment: Partnership with Microsoft to accelerate AI adoption — Fiserv announced a strategic collaboration to deploy Microsoft 365 Copilot and Azure Foundry across its platforms and workforce, which investors view as a catalyst to improve product competitiveness, developer productivity and time-to-market for AI features. Article Title
Positive Sentiment: New merchant analytics product (Unknown Shopper) launched — Fiserv unveiled Unknown Shopper to help merchants better understand in-store customers, expanding its merchant services and data monetization opportunities. Article Title
Positive Sentiment: Biometric payments added to Clover checkout — Embedding biometric payments into Clover can drive differentiation and increased terminal usage among merchants, supporting revenue expansion in payments hardware/software. Article Title
Neutral Sentiment: Analyst and market commentary on valuation and recovery potential — Several pieces assess whether the stock has bottomed and revalue Fiserv after product/AI news; these shape sentiment but don’t change fundamentals immediately. Article Title
Negative Sentiment: Analysts expect a double‑digit profit dip in the upcoming quarter — Earnings previews warn of weaker near‑term profit, which is the primary downside risk to the rally and could pressure shares when the company reports. Article Title
Negative Sentiment: High-profile skepticism and long-term share decline — Negative commentary (e.g., Jim Cramer) and a roughly 60%+ one‑year decline highlight investor wariness; the stock still trades well below its 200‑day average, signaling persistent risk. Article Title

Fiserv Price Performance

FISV opened at $69.85 on Friday. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 1.15. The stock has a market capitalization of $37.97 billion, a P/E ratio of 10.80, a PEG ratio of 2.80 and a beta of 0.80. The stock has a 50-day moving average price of $65.36 and a 200-day moving average price of $112.80. Fiserv, Inc. has a 12-month low of $59.56 and a 12-month high of $238.59.

Fiserv (NASDAQ:FISV – Get Free Report) last released its earnings results on Tuesday, March 26th. The business services provider reported $1.91 earnings per share for the quarter. The company had revenue of $4.32 billion during the quarter. Fiserv had a return on equity of 19.47% and a net margin of 17.05%.Fiserv has set its FY 2025 guidance at 8.500-8.600 EPS. Equities analysts predict that Fiserv, Inc. will post 10.23 earnings per share for the current fiscal year.

Insider Transactions at Fiserv

In other Fiserv news, CFO Paul M. Todd acquired 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, with a total value of $1,060,970.00. Following the purchase, the chief financial officer owned 24,453 shares of the company’s stock, valued at approximately $1,526,111.73. This trade represents a 228.10% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Adam L. Rosman bought 7,900 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was acquired at an average price of $63.19 per share, for a total transaction of $499,201.00. Following the transaction, the insider owned 61,285 shares in the company, valued at $3,872,599.15. This trade represents a 14.80% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders acquired 34,900 shares of company stock worth $2,211,971. 1.00% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several brokerages recently commented on FISV. KeyCorp cut shares of Fiserv from an “overweight” rating to a “hold” rating in a research note on Thursday, October 30th. Oppenheimer reaffirmed an “outperform” rating and issued a $91.00 price target on shares of Fiserv in a report on Thursday, October 30th. Wolfe Research reissued a “peer perform” rating on shares of Fiserv in a research note on Wednesday, October 29th. Wells Fargo & Company upgraded Fiserv to a “hold” rating in a research note on Wednesday, October 22nd. Finally, Seaport Res Ptn lowered Fiserv from a “strong-buy” rating to a “hold” rating in a report on Wednesday, October 29th. Ten equities research analysts have rated the stock with a Buy rating, twenty-three have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $114.42.

Check Out Our Latest Research Report on FISV

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.