Fiserv Slides as Investors Reassess Guidance Cut and Weak Segment Trends

Fiserv (FISV) is down 3.7% today. Here is some analysis on what might have caused this price movement. Analysis: The most likely driver appears to be a mix of lingering concern after Fiserv's recent profit-guidance reduction, weak second-quarter segment performance, and a broader risk-off market backdrop on September 8, 2026. This could also be because investors are staying cautious ahead of the company's September 10 investor event, where management is expected to discuss strategy and outlook. Details: Fiserv's second-quarter 2026 results included lower full-year adjusted earnings guidance than the company had previously projected, which can continue to weigh on sentiment even weeks after the release. In that same quarterly update, GAAP revenue fell in both major operating segments, with Merchant Solutions down 1% and Financial Solutions down 8% from a year earlier. Fiserv has scheduled an investor event for September 10, which may be prompting investors to trim exposure until they hear more about execution priorities and the financial outlook. The broader U.S. market was weaker on September 8 as rising geopolitical tension and higher oil prices pressured equities, which may have added to the stock's decline. Sources: Fiserv Investor Relations, SEC, AP 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 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 Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint. Quiver Alerts Receive FISV Data Alerts Get market-moving data, filings, and signals for FISV in real time. Sign Up $FISV Hedge Fund Activity We have seen 495 institutional investors add shares of $FISV stock to their portfolio, and 915 decrease their positions in their most recent quarter. Here are some of the largest recent moves: FIRST EAGLE INVESTMENT MANAGEMENT, LLC added 7,495,234 shares (+inf%) to their portfolio in Q1 2026, for an estimated $409,614,538 AMUNDI removed 6,245,706 shares (-50.8%) from their portfolio in Q1 2026, for an estimated $341,327,832 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. added 4,119,748 shares (+inf%) to their portfolio in Q2 2026, for an estimated $202,073,639 FMR LLC added 3,774,112 shares (+68.6%) to their portfolio in Q2 2026, for an estimated $185,120,193 CAPITAL WORLD INVESTORS added 2,918,699 shares (+21.0%) to their portfolio in Q2 2026, for an estimated $143,162,185 To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint. $FISV Congressional Stock Trading Members of Congress have traded $FISV stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales. Here's a breakdown of recent trading of $FISV stock by members of Congress over the last 6 months: To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint. $FISV Price Targets Multiple analysts have issued price targets for $FISV recently. We have seen 15 analysts offer price targets for $FISV in the last 6 months, with a median target of $62.0. Here are some recent targets: Jason Kupferberg from Wells Fargo set a target price of $56.0 on 07/09/2026 on 07/09/2026 Will Nance from Goldman Sachs set a target price of $60.0 on 07/09/2026 on 07/09/2026 Nik Cremo from Barclays set a target price of $58.0 on 07/08/2026 on 07/08/2026 Tien-Tsin Huang from JP Morgan set a target price of $62.0 on 07/08/2026 on 07/08/2026 Bryan C. Bergin from TD Cowen set a target price of $63.0 on 07/07/2026 on 07/07/2026 James Faucette from Morgan Stanley set a target price of $65.0 on 05/29/2026 on 05/29/2026 Matthew Coad from Truist Securities set a target price of $58.0 on 05/29/2026 This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.