Marathon Asset Management 13F: Cuts Fiserv (FISV) Stake by $4.7M

On October 26, 2026, Marathon Asset Management reduced its holdings in Fiserv, Inc. (FISV) by 103,345 shares. This change brings its total to 375,730 shares, valued at approximately $16.98 million, according to the fund's latest Form 13F filing with the SEC.

FISV Fiserv, Inc.

$48.33 ▼ -26.31% year to date

1M 3M YTD

Daily close · Oct 26, 2026

What Changed in Marathon Asset Management's Fiserv Position

Marathon Asset Management's cut represents a 21.6% decrease in its position. The reported value of this change is about $4.67 million, showing a significant adjustment in the fund's investment strategy.

Where Fiserv Fits in Marathon Asset Management's Portfolio

Fiserv now makes up 1.34% of Marathon Asset Management's total reported value of approximately $1.26 billion, ranking 26th among the fund's 76 holdings.

Other Institutional Activity in Fiserv

Several other institutional investors also adjusted their stakes in Fiserv. Mondrian Investment Partners reduced its holdings by 542,780 shares, now holding 655,260 shares worth about $29.6 million. PensionDanmark Pensionsforsikringsaktieselskab cut its position by 63,242 shares, leaving it with 81,650 shares valued at approximately $3.69 million.

Fiserv, Inc. Stock Down 3.1%

Fiserv shares recently traded around $48.33, which is about equal to the closing price on the filing date. The stock is currently below its 50-day moving average of $48.91 and well below its 200-day average of $55.10. The shares are also down 62.5% from their 52-week high of $128.78.

Recent Earnings

Fiserv reported a trailing twelve-month revenue of approximately $6.12 billion and an EPS of $5.20, with a next earnings date set for November 3, 2026. The company's revenue growth year-over-year stands at 5.6%.

Insider Buying and Selling at Fiserv, Inc.

Several insiders have made recent purchases of Fiserv shares. Adam L. Rosman, an officer, bought 10,150 shares at an average price of $49.33 on June 16, 2026, totaling about $500,700. CFO Paul M. Todd purchased 10,060 shares at $49.70 on June 17, 2026, valued at approximately $499,982.

Analysts Set New Price Targets

On October 9, 2026, TD Cowen maintained a "Hold" rating on Fiserv with a price target of $49.00, while Barclays also kept its "Equal-Weight" rating with a target of $50.00. The consensus among analysts is to hold the stock, with a mean price target of $57.63 and 27 analyst opinions.

About Fiserv

Fiserv, Inc. provides technology solutions for financial services, including payment processing and digital banking. Its recent stock activity reflects broader market trends and investor sentiment in the financial technology sector.

Bottom Line

Investors should watch for Fiserv's upcoming earnings report on November 3, 2026, and any further adjustments from institutional investors. This filing shows a significant reduction by Marathon Asset Management in a challenging market environment.