What Makes Fiserv (FISV) a Strong Investment?

2 hours ago 1

Soumya Eswaran

Fri, January 23, 2026 astatine 8:03 AM CST 4 min read

Investment absorption company Vulcan Value Partners recently released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. All the strategies of Vulcan Value Partners delivered affirmative results successful the year. The Large Cap Composite (Net) returned -1.5% successful Q4 and 7.9% YTD, the Small Cap Composite (Net) gained 3.2% successful Q4 and 9.5% YTD, The Focus Composite (Net) retuned 0.1% successful Q4 and 7.1% YTD, Focus Plus Composite (Net) returned 0.1% successful Q4 and 6.2% YTD and the All-Cap Composite (Net) returned 1.3% successful Q4 and 10.7% YTD. Despite overvalued markets, the steadfast improved its price-to-value ratios portion inactive achieving affirmative returns, prioritizing information and semipermanent gains implicit short-term performance. This concern echoes the precocious 1990s dot-com bubble, wherever hype and precocious valuations led to a crash, and today’s AI disruptions look to reflector that pattern, with investors risking overpaying for promising businesses. The steadfast is addressing specified situations by sticking to its concern discipline. For much accusation connected the firm’s champion picks successful 2025, delight cheque its apical 5 holdings. In addition, delight cheque the firm’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Vulcan Value Partners highlighted Fiserv, Inc. (NASDAQ:FISV) arsenic a notable detractor wrong its Large Cap and All-Cap Strategies. Fiserv, Inc. (NASDAQ:FISV) is simply a starring fiscal exertion institution that provides outgo and fintech services. The one-month instrumentality of Fiserv, Inc. (NASDAQ:FISV) was -0.15%, and its shares mislaid 67.73% of their worth implicit the past 52 weeks. On January 22, 2026, Fiserv, Inc. (NASDAQ:FISV) banal closed astatine $67.40 per share, with a marketplace capitalization of $36.638 billion.

Vulcan Value Partners stated the pursuing regarding Fiserv, Inc. (NASDAQ:FISV) successful its 4th fourth 2025 capitalist letter:

"Fiserv, Inc. (NASDAQ:FISV) was a worldly detractor successful the quarter. This is simply a institution that we person discussed extensively implicit the past fewer years arsenic we owned it successfully from 2023 until we sold it successful 1Q 2025. After we sold it precise adjacent to our estimation of just value, the banal terms began to diminution arsenic the Company revised its guidance downwards and said initiatives were taking longer than expected to travel to market. Following this important diminution successful stock price, we began acquiring a caller presumption successful September. On the 3Q 2025 net call, the caller CEO and CFO revised its guidance down again and by a wide margin. They explained that the squad uncovered assertive tactics utilized to boost abbreviated word gross astatine the disbursal of semipermanent lawsuit relationships and, therefore, earnings. As such, absorption explained that it would beryllium temporarily backing disconnected of the dependable integrated gross compounding, net borderline expansion, and escaped currency travel procreation that investors had grown accustomed to successful bid to reinvest successful the concern and reposition Fiserv for higher quality, semipermanent maturation done entrenched lawsuit relationships. While this quality was unexpected, we hold that this people of enactment is successful the champion interests of the concern and semipermanent shareholders. Despite each of these disruptions, Fiserv inactive expects to turn revenues passim its reinvestment play and make important escaped currency flow. Fiserv remains a beardown concern with precocious recurring revenues and indispensable offerings crossed its extremity markets. We took vantage of the stock terms declines pursuing the 3Q 2025 net telephone by adding to our position. We are excited to ain Fiserv astatine these levels."