After reaching an all-time high of $238.59 almost exactly one year ago, Fiserv's share price has collapsed by roughly 75% and is now trading below $60.00. Approximately half of the decline has happened in a single day, after the release of disastrous Q3-25 results. Organic revenue growth in fiscal 2026 is now expected between +1% and +3%, which compares against a historical low-double digit growth rate.
Activist investor Jana Partners has reportedly purchased a stake in payments company Fiserv. Now, Jana is campaigning for changes to boost Fiserv's underperforming stock, The Wall Street Journal (WSJ) reported Tuesday (Feb. 17), citing sources familiar with the matter.
The hedge fund has been speaking to the company and supports CEO Mike Lyons.
Fiserv is touting the results of its “OneFiserv” plan after a rocky quarter late last year. The payments giant released quarterly results Tuesday (Feb. 10) showing the company navigating shifting consumer spending patterns amid a multi-year push to modernize its technology platforms.
Fiserv, Inc. (FISV) Q4 2025 Earnings Call Transcript
FISV fourth-quarter 2025 EPS beat estimates, but revenues fall 7% y/y as merchant and financial solutions show mixed results, and the 2026 guidance stays modest.
Fiserv remains a 'buy' despite a 75% share price collapse, with recovery expected to be a multiyear process. Core growth has slowed sharply, especially after Argentina's inflation-driven distortions faded, but Clover continues to show healthy volume expansion. Margin compression and ineffective buybacks have pressured FISV, but management changes and new controls have stabilized the outlook.
While the top- and bottom-line numbers for Fiserv (FISV) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Fiserv (FISV) came out with quarterly earnings of $1.99 per share, beating the Zacks Consensus Estimate of $1.9 per share. This compares to earnings of $2.51 per share a year ago.
Payments firm Fiserv reported fourth-quarter profit above Wall Street expectations on Tuesday, as expense discipline offset muted revenue growth.
FI is set to post 4Q25 results, with revenues expected at $5B, as merchant growth is likely to have been hurt by segment profit pressure and a sharp EPS drop.
Global payments processor Fiserv will be reporting its Q4 results on February 10. The selling sharks are already circling the waters ahead of the release, as FISV's own shares as well as its peers trade at rock-bottom prices. The company likely would see additional and significant selling pressure if results underwhelm or if guidance disappoints.