Fiserv, IncNasdaq: FISV
Financials · Transaction & Payment Processing Services
$62.21
-0.71%
Vol: 3.0M
Research Digest
Friday, May 1, 2026
Fiserv will release Q1 2026 earnings on May 5 and host investor day on May 14, with recent partnerships expanding payments capabilities across North America.
Fiserv announced Q1 2026 earnings release for May 5, 2026 and investor day on May 14, 2026. Full year 2025 GAAP revenue increased 4% to $21.19 billion with 5% growth in Merchant Solutions and 2% growth in Financial Solutions. Recent developments include partnerships with Peoples Group for Canadas next-generation payments platform and appointment of Adam Hyde as COO for Merchant Solutions. Analyst average rating is Buy.
Previous Market Intelligence
13 daysApr 30Fiserv to report Q1 earnings May 5 with investor day May 14 amid partnership expansionsNeutral▶
Fiserv announced Q1 earnings release scheduled for May 5, 2026 with Investor Day on May 14. The company reported Q4 2025 GAAP revenue of $5.28 billion, up 1% year-over-year. Strategic partnerships include Western Alliance Bank for commerce experiences and Peoples Group for Canada's next-generation payments platform. Truist Financial lowered price target to $64 from $65 in late April. The company has 28 analyst coverage with average Buy rating and $146.17 price target.
Apr 29Vanguard invests $3.51B; activist Jana Partners building stake for strategic changesPositive▶
Fiserv announced Q1 earnings release scheduled for May 5 with investor day on May 14. Vanguard purchased 52.2M shares ($3.5B) during Q4, signaling confidence in the platform. Activist investor Jana Partners has reportedly built a stake and is campaigning for strategic improvements to boost underperforming stock. The company beat Q4 2025 estimates with $1.99 EPS versus $1.90 expected. Partnership with Western Alliance Bank announced. Buy consensus at 136% upside to $146.17 price target from $62 current.
Apr 16Fiserv (ticker changed to FI) shareholders voting May 21 on governance proposal; Michael Burry position disclosure sparked buying surge April 13.Positive▶
Fiserv commenced mailing proxy materials April 2 for May 21, 2026 annual meeting to vote on director elections, executive pay advisory, auditor ratification, and independent board chair proposal. Finxact named Best SaaS Platform at 2026 FinTech Awards (April 15). Stock closed at $58.79 with 6.3% weekly gain. Michael Burry's disclosed FISV position sparked buying surge April 13. Market cap: $30.41B. Recent partnerships with Mastercard and Visa for agentic/intelligent commerce announced.
Apr 15Fiserv sees strong institutional interest with 1.1 million shares purchased by Massachusetts Financial Services; stock up 4.8%.Positive▶
Massachusetts Financial Services purchased 1.1 million shares of Fiserv in Q4. Fiserv continues expanding its Clover platform with new embedded tax automation tools via Avalara. Keefe Bruyette maintains Outperform but lowered target from $80 to $75 on April 7.
Apr 14Fiserv working to reverse 70% stock decline with One Fiserv integration strategy; earnings April 28.Neutral▶
Fiserv integrating business units under One Fiserv strategy to boost growth, focusing on Clover POS platform. Activist investor Jana Partners pressuring for share price improvement. Stock at $56.10. Earnings due April 28, 2026.
Apr 13Fiserv guidance miss triggered 5% pre-market decline as 2026 EPS forecast of $8.00-$8.30 falls short of consensus $8.20.Negative▶
Fiserv reported Q4 2025 GAAP revenue of $5.28B with 1% growth, and provided 2026 adjusted EPS guidance of $8.00-$8.30, below Wall Street estimate of $8.20. Wells Fargo cut price target to $62 from $72 on March 27, 2026. Company formed strategic alliance with Western Alliance Bank and launched INDX real-time settlement platform. Stock down 10% YTD and 74% over past 12 months.
Apr 10Fiserv forms strategic alliance with Western Alliance Bank; activist Jana Partners builds stakeNeutral▶
Fiserv announced strategic alliance with Western Alliance Bank. Launched INDX real-time cash settlement platform. Activist Jana Partners pressing for steps to lift share price.
Apr 9Fiserv and Western Alliance form strategic alliance; activist Jana Partners builds stake in payments firmMixed▶
Fiserv Inc. reported FY2025 revenue of $21.19 billion (up 3.60%) while expanding partnerships, forming a strategic alliance with Western Alliance Bank and partnering with Affirm for BNPL capabilities. Activist investor Jana Partners is building a stake and pressing for operational improvements to lift lagging share price amid analyst "Buy" consensus.
Apr 8Fiserv stock gains 1.1% as activist Jana Partners builds stake.Mixed▶
Fiserv trades at $55.91 with activist Jana Partners pressing the company to boost share price. Truist lowered PT to $65; Wells Fargo cut to $62. Stock has risen 1.1% on April 7.
Apr 7Fiserv reports March small business sales growth; Q1 2026 earnings April 28 amid weakness.Negative▶
Fiserv March 2026 SBI showed sales +1.3% YoY despite -1.3% transactions. Financial Solutions -2% organic with margin compression. 1-3% organic growth guide; 34% adjusted op margin. Stock -71.7% 52w to $56.16. Q1 2026 April 28. 28 analysts Hold at $146.17.
Apr 6Fiserv Hit by Activist Stake and Analyst Target Cut; Canada Platform Partnership SignedNegative▶
Fiserv Inc. (FISV) faces valuation pressure following activist investor Jana Partners' reported stake purchase and Wells Fargo price target cut to $62 from $72 on March 27. The payments company announced a significant partnership with Peoples Group to develop Canada's next-generation payments platform. Stock has declined approximately 75% from all-time high of $238.59 one year ago and now trades below $60.00. Despite recent headwinds, the company continues pursuing strategic growth initiatives in North American payments infrastructure. Recent market reset may create opportunity as fundamentals stabilize.
Apr 3Fiserv published March 2026 Small Business Index showing 1.3% YoY sales growth despite litigation concerns and Hold ratings.Negative▶
Fiserv released March 2026 Small Business Index on April 2, indicating steady growth with YoY sales up 1.3% despite softer foot traffic. Faces shareholder class action complaint alleging misleading statements. 26 of 34 analysts recommend Hold. Average PT is $73.30 (34.4% upside). Q1 2026 earnings on April 28 expected to show EPS down 25.2% YoY.
Apr 2Fiserv faces activist pressure from Jana Partners; stock collapsed 75% from all-time high; Wells Fargo and Raymond James downgrade.Negative▶
Fiserv reported Q4 2025 GAAP revenue of $5.28B (up 1%) with mixed segment performance. Wells Fargo lowered price target to $62 from $72 on March 27, and Raymond James downgraded to Market Perform from Outperform on March 26. Stock now trading at $54.55, down roughly 75% from the $238.59 all-time high one year ago. Activist investor Jana Partners has reportedly purchased a stake and is campaigning for changes. Fiserv formed strategic alliances with Western Alliance Bank and Affirm in March 2026. Earnings expected April 28, 2026.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| VVISA | $328.42 | -0.43% | +8.7% | 22.5x | — | $627.4B |
| MAMASTERCARD | $495.68 | -1.44% | +0.3% | 22.2x | 0.83 | $444.8B |
| PYPLPAYPAL | $50.47 | +0.65% | +10.3% | 8.7x | 1.41 | $45.1B |
| XYZBLOCK | $71.99 | +2.10% | +16.2% | 14.7x | 2.61 | $42.0B |
| FISVFISERV | $62.21 | -0.71% | +11.2% | 6.9x | — | $33.5B |
| FISFIDELITY | $46.58 | +0.11% | -0.3% | 6.8x | 0.91 | $24.0B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.