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FISV

Fiserv

NASDAQFinancialsSoftwareSnapshot 2026-05-08

$55.48-2.34%
Close 2026-05-08 · 1-day change
The bottom line

As of May 8, 2026, FISV has a composite score of 18.2, categorized as "mild favorable." The score reflects a medium confidence level of 76.5 and is influenced by various factors, including an unfavorable macro score of -7.7 and a sector score of 14.6. The analysis is provisional, indicating that the current assessments may change.

Composite +18as of 2026-05-08

Price

Daily closes from AlphaVantage. Earnings/event dots are placed inline.

Close 2026-05-08
Daily closes. Scroll over the chart to zoom; click a range to reset.
EarningsMaterial event

Factor signals

Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.

L1

Thesis

is this a strong company over a 1–3 year hold?
F1 · Recent financial performance
strong
Top 20% of financials cohort
Why this rank
  • Direction share
    1.00
  • Slope (norm)
    0.06
  • Bonus
    0.00
Operating income, last 4 quarters ($M)
1181169614361566
F2 · Value
cheap
Cheapest 10% of financials cohort
Why this rank
Price
$55.48
TTM EPS
$5.54
Earnings yield
10.0%
P/E (TTM)
10.0

Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3

F3 · Earnings quality
robust
Top 20% cash conversion in financials cohort
Why this rank
TTM NI ($M)
3,131
TTM CFO ($M)
6,631
CFO/NI
2.12

Joint read: strong + robust historically delivered 80%+ NI-grew rate over T+1y in IT 2024–26 (small N).

L2

Watch

has something changed worth re-reading?
F4 · Management stability
Insufficient data
No score yet
Earnings setup · pre-print positioning
forward-looking
neutralEPS revised -4.3% / 30d, n=30for period ending 2026-06-30
Why this setup
Consensus revisions

EPS estimate $2.02 → $1.93 (-4.3% / 30d). 1 raised, 4 cut, 30 covering analysts.

Rating actions

0 upgrades, 0 downgrades / 30d, 7 maintained. 25% of analysts rate Buy.

Price target activity

7 PT revisions / 30d. Avg target 28.1% above current price.

Material events

0 positive, 0 negative / 30d.

F4 · Management deep-dive — recent events, stated priorities, guidance track record
1

Recent 8-K events

No recent events recorded.

2

Stated priorities

3 priorityies extracted from earnings transcripts (as of 2026-05-08).

  1. 1.Organic revenue growth of 1% to 3% for 2026growthbehind0% progress
    2/10: Fiserv continues to expect organic revenue growth of 1% to 3% for 2026.
    Why this status

    Stated in 2 of last 2 quarters. Fiserv's revenue was $5.28B in 2025-Q4, with organic revenue flat in the quarter and 4% growth for the full year 2025. The guidance for 2026 indicates a lower growth trajectory, suggesting limited progress in achieving higher growth rates.

  2. 2.Adjusted EPS of $8.00 to $8.30 for 2026growthbehind0% progress
    2/10: Adjusted EPS of $8.00 to $8.30 for 2026.
    Why this status

    Stated in 2 of last 2 quarters. Adjusted EPS decreased 21% to $1.99 in 2025-Q4 and decreased 2% to $8.64 for the full year 2025. The guidance for 2026 suggests a stable EPS range, indicating a focus on maintaining earnings levels despite recent declines.

  3. 3.One Fiserv transformation programgrowthbehind0% progress
    2/10: The team took decisive steps and achieved several meaningful milestones under the One Fiserv plan.
    Why this status

    Newly stated in 2025-Q4. The One Fiserv transformation program is aimed at operational excellence, but the financials show a decrease in adjusted EPS by 21% in 2025-Q4, indicating limited progress in financial performance improvement so far.

3

Guidance track record

Insufficient guidance history for this ticker.

L3

Position context

how violent might the path be while I hold it?
Risk profile · realized
backward-looking
elevatedworst 12m loss −72%, typical day ±1.3%
Why this risk level

Recent vol — 30d annualized 40%; 252d 70%.

Drawdown — Max 1y −72%. Bad day move −3%.

Beta to sector ETF (XLF) 1.52 over 1y.

Liquidity — score 100/100.

Sub-scores — vol 0/100, drawdown 0/100, beta 48/100, earnings vol .

Sector regime
headwind-9.7%sector vs S&P 500, 60d

via XLF

Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.

AI cycle regime · market-wide
2-axis classifier
HeatingManiaSquallCrisisEarnings →Mood ↑
HeatingE +0.13 · M +0.71
Single-axisCHASEz +2.97+1.285d

Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.

Not investment advice. As of 2026-05-08.

3

What changed

The most important moves since the prior daily snapshot.

  1. No material changes since the prior snapshot.

No material changes since the prior snapshot.

as of 2026-05-08

4

Management scorecard

How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.

Composite53.6 / 100
Capital allocation54
Earnings discipline55
Margin discipline61
Balance sheet50
Guidance credibility
Post-call reaction42
as of 2026-05-08
4

What management is focused on

Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.

  • #1

    Organic revenue growth of 1% to 3% for 2026

    Growth

    Fiserv aims for organic revenue growth between 1% and 3% for the fiscal year 2026.

    Behind

    Stated in 2 of last 2 quarters. Fiserv's revenue was $5.28B in 2025-Q4, with organic revenue flat in the quarter and 4% growth for the full year 2025. The guidance for 2026 indicates a lower growth trajectory, suggesting limited progress in achieving higher growth rates.

    0%
    CEO/CFO:Fiserv continues to expect organic revenue growth of 1% to 3% for 2026.
    Press releaseSource dated 2026-02-10Stated 2 of last 8 quartersFirst seen 2026-02-10
    Show history (2)
    • 2025-Q4Press release

      Company expects 2026 organic revenue growth of 1% to 3%

    • 2025-Q3Press release

      Company now expects 2025 organic revenue growth of 3.5 to 4%

  • #2

    Adjusted EPS of $8.00 to $8.30 for 2026

    Growth

    Fiserv targets adjusted earnings per share between $8.00 and $8.30 for the fiscal year 2026.

    Behind

    Stated in 2 of last 2 quarters. Adjusted EPS decreased 21% to $1.99 in 2025-Q4 and decreased 2% to $8.64 for the full year 2025. The guidance for 2026 suggests a stable EPS range, indicating a focus on maintaining earnings levels despite recent declines.

    0%
    CEO/CFO:Adjusted EPS of $8.00 to $8.30 for 2026.
    Press releaseSource dated 2026-02-10Stated 2 of last 8 quartersFirst seen 2026-02-10
    Show history (2)
    • 2025-Q4Press release

      adjusted EPS of $8.00 to $8.30

    • 2025-Q3Press release

      Company now expects adjusted EPS of $8.50 to $8.60

  • #3

    One Fiserv transformation program

    Growth

    Fiserv is executing the One Fiserv transformation program to enhance operational excellence.

    Behind

    Newly stated in 2025-Q4. The One Fiserv transformation program is aimed at operational excellence, but the financials show a decrease in adjusted EPS by 21% in 2025-Q4, indicating limited progress in financial performance improvement so far.

    0%
    CEO/CFO:The team took decisive steps and achieved several meaningful milestones under the One Fiserv plan.
    Press releaseSource dated 2026-02-10Stated 1 of last 8 quartersFirst seen 2026-02-10
    Show history (1)
    • 2025-Q4Press release

      executing the One Fiserv plan, the team took decisive steps

as of 2026-05-08
5

How this stock is priced

Two ways to read price: against peers in the same business, and against the company's own history.

Compared to peers
97higher = cheaper

Looks cheaper than most peers in the same business.

Compared to its own history
97higher = cheaper

Cheaper than its own typical valuation.

P/E
7.3x
EV/EBITDA
FCF yield

P/E over the last 5 years

71 monthly points
inexpensiveas of 2026-05-08
7

How this compares

A side-by-side read on composite, valuation, and risk versus peers.

StockCompositeValuationRisk
FISV
Fiserv
+18inexpensiveelevated
BRK-B
Berkshire Hathaway
+6.0moderate
JPM
JPMorgan Chase
-0.9fulllow
V
Visa Inc.
+20low
MA
Mastercard
+15fulllow
8

Risk — how this stock moves

What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.

A typical day
How much price usually moves either way.
1.3%
A bad day (95th %ile)
A rough but not unusual down day.
-3.0%
Worst 12-month loss
Deepest peak-to-trough drop in the last year.
-71.8%
Earnings-day move
How much price usually moves on earnings day.
elevatedas of 2026-05-08
9

What could change this view

Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.

Upside triggers
  • If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
  • If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
  • If next-quarter guidance is raised (currently NEW as of 2026-05-05)+4.0 pts
Downside triggers
  • If next-quarter guidance is cut (currently NEW as of 2026-05-05)-8.0 pts
  • If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts
10

Material updates

Recent SEC 8-K filings ranked by likely impact, confidence, and recency.

  1. 2026-05-053d agoItem 2.02

    of this Current Report on Form 8-K) 104 Cover Page Interactive Data File (embedded within the Inline XBRL document) SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. FISERV, INC. Date: May 5, 2026 By: /s/ Paul M. Todd Paul M. Todd Chief Financial Officer

    earnings preannouncementneutralscore 61
11

Score history

The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.

60 snapshots
Data freshness · As of 2026-05-08 · Macro 2026-05-08 · Sector 2026-05-07 · Fundamentals 2026-02-19 · Price 2026-05-07 · Generated 2026-05-08 · Spec 2.3

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.