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What smart money is saying about Fiserv Inc.United States flag

FI · Technology · Information Technology Services · Market cap $34.31B

6 funds in our archive have pitched Fiserv Inc. — most recently Patient Capital Management in December 2025.

Company profile

Fiserv, Inc., together with its subsidiaries, provides payment and financial services technology worldwide. The company operates through Acceptance, Fintech, and Payments segments. The Acceptance segment provides point-of-sale merchant acquiring and digital commerce services; mobile payment services; security and fraud protection products; Carat, an omnichannel commerce solution; Clover, a cloud-based point-of-sale and business management platform; and Clover Connect, an independent software vendors platform. This segment distributes through various channels, including direct sales teams, strategic partnerships with agent sales forces, independent software vendors, financial institutions, and other strategic partners. The Fintech segment offers customer deposit and loan accounts, as well as manages an institution's general ledger and central information files. This segment also provides digital banking, financial and risk management, professional services and consulting, item processing and source capture, and other products and services. The Payments segment offers card transactions, such as debit, credit, and prepaid card processing and services; security and fraud protection products; card production; print services; and various network services, as well as non-card digital payment software and services, including bill payment, account-to-account transfers, person-to-person payments, electronic billing, and security and fraud protection products. It serves business, banks, credit unions, other financial institutions, merchants, and corporate clients. Fiserv, Inc. was incorporated in 1984 and is headquartered in Brookfield, Wisconsin.

Fund coverage · 6 theses

  • Patient Capital Management
    December 2025

    Fiserv is a leading payments platform with embedded client relationships resetting under a new CEO, with a path back to double-digit EPS growth by 2027.

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  • Ariel Focused Value
    December 2025

    Fiserv is a leading payments and fintech provider with scale, high switching costs and recurring revenue, resetting expectations ahead of long-term digital payments growth.

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  • Oakmark Fund
    December 2025

    Fiserv is a bank software and payments processor with attractive assets, leadership upgrades, and an appealing valuation versus expected growth.

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  • Vulcan Value Partners
    December 2025

    Fiserv, Inc. is a high-recurring-revenue fintech reinvesting to strengthen long-term growth after uncovering issues, creating an attractive opportunity despite near-term guidance cuts.

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  • Ariel Focus Fund
    September 2025

    Fiserv, Inc. is a leading global provider of payment processing and financial services technology solutions, offering a rare opportunity to invest in a best-in-class business poised for growth amid strong demand for innovative financial technology.

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  • Ariel Appreciation Fund
    June 2025

    Fiserv, Inc. is a leading global provider of payment processing and financial services technology solutions, offering a best-in-class business with strong growth potential despite a recent stock pullback.

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