FISV

neutral SHIFT track record →

Fiserv guides stable 2026 growth, EPS beat Q4

Watch: Watch quarterly revenue trends and management capex guidance to assess reinvestment payback timeline and institutional investor confidence.

Full analysis

Fiserv reported 2025 revenue of $21.2 billion and operating income of $5.8 billion. Q4 revenue rose less than 1% YoY to $4.9 billion with EPS of $1.99, beating estimates by 9 cents but down 21% YoY. The company forecasts 2026 EPS between $8 and $8.30 with 1%-3% organic revenue growth. Insider activity shows heavy selling over $82 million versus about $2.2 million bought by a few insiders, indicating mixed confidence.

Stable revenue and earnings guidance amid tough comps suggests Fiserv is managing through structural challenges but still faces pressure on growth durability and investor sentiment. Insider selling underscores potential risk despite modest EPS beats.

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Evidence

1d ago Goldman Sachs main FISV: Neutral → Neutral
1d ago Insider sell by CHIARELLO GUY (FISV): $10,599,608
1d ago Insider buy by FRITZ LANCE M (FISV): $651,800
1d ago Insider buy by TODD PAUL M (FISV): $1,060,970
1d ago Insider buy by ROSMAN ADAM L (FISV): $499,201
1d ago Insider sell by BISIGNANO FRANK J (FISV): $25,718,036
7 older signals
15 signals · latest 1d ago

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