Here’s Why Madison Large Cap Fund Exited Fiserv (FISV)

4 weeks ago 3

Soumya Eswaran

Tue, February 24, 2026 astatine 7:28 AM CST 3 min read

Madison Investments, an concern advisor, released its fourth-quarter 2025 capitalist missive for the “Madison Large Cap Fund”. A transcript of the missive tin beryllium downloaded here. In the 4th quarter, the S&P 500 returned 2.65%, resulting successful a full-year instrumentality of 17.9% for 2025. Over the past 3 years, the Index has achieved yearly maturation of implicit 21%. Following the caller trends, marketplace enactment was defined by High Beta and Momentum factors, with constrictive participation. However, successful the 4th quarter, the marketplace saw flimsy improvements successful antecedently lagging sectors similar Healthcare, Financials, and Consumer Discretionary. Still, mega-cap exertion companies remained the superior drivers of the S&P 500's wide return, indicating precocious banal concentration. Against this backdrop, the Madison Large Cap Fund (Class I) appreciated 3.43% compared to the S&P 500 Index’s 2.65% return. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Madison Large Cap Fund highlighted stocks similar Fiserv, Inc. (NASDAQ:FISV). Fiserv, Inc. (NASDAQ:FISV) is an American fiscal exertion institution that provides exertion services and solutions. On February 23, 2026, Fiserv, Inc. (NASDAQ:FISV) banal closed astatine $58.40 per share. One-month instrumentality of Fiserv, Inc. (NASDAQ:FISV) was -11.90%, and its shares were down 74.87% implicit the past 12 months. Fiserv, Inc. (NASDAQ:FISV) has a marketplace capitalization of $31.746 billion.

Madison Large Cap Fund stated the pursuing regarding Fiserv, Inc. (NASDAQ:FISV) successful its 4th fourth 2025 capitalist letter:

"The bottommost 5 detractors for the 4th were Fiserv, Inc. (NASDAQ:FISV), CDW Corporation, Copart, Progressive, and Texas Instruments. Fiserv reported disappointing results with gross declining successful its Financial Solutions segment. Furthermore, caller absorption believes the institution requires further concern crossed its businesses successful bid to amended its merchandise suite. As a result, we mislaid condemnation successful the company’s durable maturation illustration and sold our shares."

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Fiserv, Inc. (NASDAQ:FISV) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 82 hedge money portfolios held Fiserv, Inc. (NASDAQ:FISV) astatine the extremity of the 4th quarter, compared to 83 successful the erstwhile quarter. While we admit the imaginable of Fiserv, Inc. (NASDAQ:FISV) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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