Fiserv Inc

FISV

Market cap $28.8B

Baupost Group has historically been known for its value investing approach. The fund generated 20% annualized returns in its first 26 years.

Fiserv, Inc. (FISV) Presents at Wells Fargo Payments/Fintech Symposium 2026 Transcript

MILWAUKEE, March 17, 2026 (GLOBE NEWSWIRE) -- Fiserv, Inc. (NASDAQ: FISV), a leading global provider of payments and financial services technology, today announced an agent bank partnership with Western Alliance Bank (NYSE: WAL) that will bring preeminent commerce and business management technology, including Clover, to the bank's clients. Together, Western Alliance Bank's tailored banking experience with the scale of the Fiserv product ecosystem will establish a new benchmark for how leading financial institutions deliver specialized, tech-forward merchant solutions to complex commercial industries.

Visa has expanded its partnership with payments and financial technology provider Fiserv. The collaboration, announced in a news release Monday (March 16), introduces what Visa calls a “unified, API driven acceptance layer” aimed at simplifying integration for acquirers and helping merchants boost authorization rates, prevent fraud and improve customer experiences.

Fiserv has experienced a ~70% stock price decline after management revealed last year that prior growth might have been inflated by non-recurring revenue items. New management's 'One Fiserv' strategy aims for an operational reset, with expectations of flat revenue and reduced EPS in 2026 but improved execution beyond Q2 of this year. Clover, FISV's business software segment, is showing promising growth and margin expansion, while Financial Solutions remains stable and mission-critical.

The Touchstone Large Cap Fund (Class A Shares, Load Waived) underperformed its benchmark, the Russell 1000® Index, for the quarter ended December 31, 2025. The underperformance of the Quality factor, which the Fund tilts toward, was a headwind to relative performance this quarter. An underweight to both Information Technology and Real Estate aided performance, while an underweight Health Care and overweight Financials detracted from performance.

Fiserv (FISV) reported earnings 30 days ago. What's next for the stock?

Integration brings faster, more flexible document workflows to financial institutions Integration brings faster, more flexible document workflows to financial institutions

Fiserv, Inc. (FISV) Presents at Wolfe Research FinTech Forum Transcript

Our position in American pharmaceutical company, Eli Lilly & Company (1.8%), was a top contributor to relative returns during the fourth quarter. Our position in global semiconductor company, Advanced Micro Devices (0.7%), was a top detractor from relative returns this quarter. We initiated a position in Johnson & Johnson (1.0%) during the quarter. We initiated a position in global semiconductor company, Advanced Micro Devices during the fourth quarter.