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Fiserv gains as investors extend post-earnings rebound

Investivoq PriceTracker

Fiserv (FISV) is up 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be continued follow-through from Fiserv’s November 3, 2026 quarterly report, which came in better than feared and pointed to improving execution. There does not appear to be a single major new company filing tied to today’s move, so the gain could be because investors are still repricing the stock after stronger results, a planned fourth-quarter buyback, and several higher analyst price targets this week.

Details:

  • Fiserv’s third-quarter release showed adjusted earnings per share of $1.75, ahead of consensus expectations, while management said banking attrition was down more than 25% year to date and major client wins were ramping.
  • The company raised its Project Elevate savings target to $1 billion from $500 million, signaling a larger cost-efficiency opportunity than previously outlined.
  • Management also said it expects to repurchase $500 million of common stock in the fourth quarter of 2026, which can support sentiment by shrinking share count and signaling confidence.
  • After the report, multiple firms lifted their price targets, including moves to $67 and $70, which likely helped extend the rebound even without a fresh headline today.

    • Sources:

    Fiserv Investor Relations, SEC, Benzinga, StockAnalysis

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $FISV Insider Trading Activity

    FISV Insider Trades

    $FISV insiders have traded $FISV stock on the open market 6 times in the past 6 months. Of those trades, 6 have been purchases and 0 have been sales.

    Here’s a breakdown of recent trading of $FISV stock by insiders over the last 6 months:

    • LANCE M FRITZ purchased 10,000 shares for an estimated $519,500
    • ADAM L. ROSMAN (Chief Admin. and Legal Officer) purchased 10,150 shares for an estimated $500,699
    • PAUL M TODD (Chief Financial Officer) purchased 10,060 shares for an estimated $499,982
    • GORDON M. NIXON purchased 7,500 shares for an estimated $371,775
    • HARRY DISIMONE purchased 2,088 shares for an estimated $101,080
    • CHARLOTTE YARKONI purchased 2,023 shares for an estimated $100,118

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $FISV Hedge Fund Activity

    We have seen 445 institutional investors add shares of $FISV stock to their portfolio, and 772 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • D. E. SHAW & CO., INC. removed 5,648,486 shares (-55.7%) from their portfolio in Q2 2026, for an estimated $277,058,238
    • HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added 4,634,500 shares (+79.4%) to their portfolio in Q2 2026, for an estimated $227,322,225
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. removed 4,119,748 shares (-100.0%) from their portfolio in Q3 2026, for an estimated $186,130,214
    • FIRST EAGLE INVESTMENT MANAGEMENT, LLC added 3,165,361 shares (+29.2%) to their portfolio in Q3 2026, for an estimated $143,011,009
    • LONGVIEW PARTNERS (GUERNSEY) LTD removed 2,902,523 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $142,368,753
    • BLACKROCK, INC. added 2,538,506 shares (+6.4%) to their portfolio in Q2 2026, for an estimated $124,513,719
    • HARRIS ASSOCIATES L P added 2,473,350 shares (+12.5%) to their portfolio in Q2 2026, for an estimated $121,317,817

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $FISV Analyst Ratings

    Wall Street analysts have issued reports on $FISV in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

    Here are some recent analyst ratings:

    • Keefe, Bruyette & Woods issued a "Outperform" rating on 11/04/2026
    • RBC Capital issued a "Outperform" rating on 11/04/2026
    • Argus Research issued a "Buy" rating on 11/04/2026
    • B of A Securities issued a "Underperform" rating on 10/15/2026
    • Susquehanna issued a "Positive" rating on 08/07/2026

    To track analyst ratings and price targets for $FISV, check out Investivoq's $FISV forecast page.

    $FISV Price Targets

    Multiple analysts have issued price targets for $FISV recently. We have seen 20 analysts offer price targets for $FISV in the last 6 months, with a median target of $63.0.

    Here are some recent targets:

    • Bryan Keane from Citigroup set a target price of $67.0 on 11/11/2026
    • Harshita Rawat from Bernstein set a target price of $70.0 on 11/11/2026
    • Matthew Coad from Truist Securities set a target price of $65.0 on 11/10/2026
    • Ramsey El-Assal from Cantor Fitzgerald set a target price of $65.0 on 11/09/2026
    • Nik Cremo from Barclays set a target price of $59.0 on 11/04/2026
    • Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $70.0 on 11/04/2026
    • James Faucette from Morgan Stanley set a target price of $61.0 on 11/04/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.