Fiserv (NYSE:FI) Stock Acquired Rep. Josh Gottheimer

Representative Josh Gottheimer (D-New Jersey) recently bought shares of Fiserv, Inc. (NYSE:FI). In a filing disclosed on March 06th, the Representative disclosed that they had bought between $1,001 and $15,000 in Fiserv stock on February 26th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 2/28/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 2/28/2025.
• Sold $1,001 – $15,000 in shares of Block (NYSE:XYZ) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of Blackstone (NYSE:BX) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of Paragon 28 (NYSE:FNA) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 2/26/2025.
• Sold $1,001 – $15,000 in shares of Blackstone (NYSE:BX) on 2/26/2025.
• Sold $1,001 – $15,000 in shares of Vertiv (NYSE:VRT) on 2/25/2025.
• Sold $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 2/24/2025.

Fiserv Price Performance

FI opened at $218.04 on Friday. The company has a quick ratio of 1.07, a current ratio of 1.06 and a debt-to-equity ratio of 0.86. Fiserv, Inc. has a 12 month low of $145.98 and a 12 month high of $238.59. The company has a fifty day simple moving average of $218.31 and a 200 day simple moving average of $202.88. The stock has a market cap of $122.38 billion, a P/E ratio of 40.45, a P/E/G ratio of 1.52 and a beta of 0.93.

Fiserv (NYSE:FI) last released its quarterly earnings data on Wednesday, February 5th. The business services provider reported $2.51 EPS for the quarter, beating analysts’ consensus estimates of $2.48 by $0.03. Fiserv had a net margin of 15.31% and a return on equity of 17.93%. On average, research analysts expect that Fiserv, Inc. will post 10.23 EPS for the current year.

Fiserv announced that its board has approved a share buyback plan on Thursday, February 20th that permits the company to repurchase 60,000,000 shares. This repurchase authorization permits the business services provider to buy shares of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s leadership believes its shares are undervalued.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on FI shares. Compass Point started coverage on shares of Fiserv in a report on Wednesday, November 20th. They issued a “buy” rating and a $278.00 price target on the stock. KeyCorp increased their price target on shares of Fiserv from $250.00 to $270.00 and gave the company an “overweight” rating in a report on Thursday, February 6th. Keefe, Bruyette & Woods increased their price target on shares of Fiserv from $238.00 to $260.00 and gave the company an “outperform” rating in a report on Thursday, February 6th. Susquehanna raised their target price on shares of Fiserv from $230.00 to $270.00 and gave the stock a “positive” rating in a report on Monday, February 10th. Finally, The Goldman Sachs Group raised their target price on shares of Fiserv from $208.00 to $231.00 and gave the stock a “neutral” rating in a report on Tuesday, December 3rd. Three equities research analysts have rated the stock with a hold rating, twenty-one have assigned a buy rating and two have issued a strong buy rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $239.83.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. Dogwood Wealth Management LLC raised its position in Fiserv by 142.1% during the fourth quarter. Dogwood Wealth Management LLC now owns 6,827 shares of the business services provider’s stock valued at $1,402,000 after purchasing an additional 4,007 shares in the last quarter. Park Square Financial Group LLC bought a new stake in shares of Fiserv during the fourth quarter worth $28,000. Menard Financial Group LLC bought a new stake in shares of Fiserv during the fourth quarter worth $168,000. Universal Beteiligungs und Servicegesellschaft mbH bought a new stake in shares of Fiserv during the fourth quarter worth $89,317,000. Finally, Carolinas Wealth Consulting LLC grew its stake in shares of Fiserv by 1,025.0% during the fourth quarter. Carolinas Wealth Consulting LLC now owns 270 shares of the business services provider’s stock worth $55,000 after buying an additional 246 shares during the last quarter. 90.98% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Fiserv news, COO Guy Chiarello sold 45,000 shares of the business’s stock in a transaction on Thursday, February 20th. The shares were sold at an average price of $235.55, for a total transaction of $10,599,750.00. Following the sale, the chief operating officer now owns 227,711 shares of the company’s stock, valued at approximately $53,637,326.05. The trade was a 16.50 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 0.75% of the company’s stock.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

About Fiserv

Fiserv, Inc, together with its subsidiaries, provides payments and financial services technology services in the United States, Europe, the Middle East and Africa, Latin America, the Asia-Pacific, and internationally. It operates through Merchant Acceptance, Financial Technology, and Payments and Network segments.