Matrix Asset Management Sold Fiserv (FISV) Following an Unexpected Earnings Miss

5 days ago 6

Soumya Eswaran

Wed, February 11, 2026 astatine 7:21 AM CST 3 min read

Matrix Asset Advisors, an plus absorption company, released its Q4 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The banal marketplace deed a caller all-time precocious successful the 4th fourth of 2025, rising +2.66%. Three-quarter-point involvement complaint cuts from the Federal Reserve, beardown firm results, and ongoing AI momentum drove capitalist optimism. The S&P 500 Index recorded its 3rd consecutive twelvemonth of double-digit gains, returning +17.88% successful 2025. Matrix’s equity portfolios returned double-digit gains successful 2025 and affirmative results successful the 4th quarter. Matrix’s Large Cap Value portfolio (LCV) returned 20% successful 2025, outperforming the S&P 500 Index. Matrix’s fixed income returns, but semipermanent bonds, were somewhat affirmative successful the 4th quarter, and for the year, the returns were up successful the mid to precocious single-digit range, depending connected maturity. Entering 2026, the steadfast maintains a cautious, optimistic presumption connected the system and the market. Please reappraisal the Firm’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Matrix Asset Advisors highlighted Fiserv, Inc. (NASDAQ:FISV). Headquartered successful Milwaukee, Wisconsin, Fiserv, Inc. (NASDAQ:FISV) is simply a starring fiscal exertion company. On February 10, 2026, Fiserv, Inc. (NASDAQ:FISV) banal closed astatine $62.59 per share. One-month instrumentality of Fiserv, Inc. (NASDAQ:FISV) was -7.27%, and its shares are down 72.52% implicit the past 12 months. Fiserv, Inc. (NASDAQ:FISV) has a marketplace capitalization of $34.02 billion.

Matrix Asset Advisors stated the pursuing regarding Fiserv, Inc. (NASDAQ:FISV) successful its 4th fourth 2025 capitalist letter:

"On the merchantability side, we exited our presumption successful Fiserv, Inc. (NASDAQ:FISV) pursuing a astonishing earning miss and sharply reduced net guidance from the company’s caller CEO connected the 3rd 4th call. The caller CEO, who officially assumed that relation successful July aft joining the institution successful precocious 2024, explained that, aft a broad reappraisal of the business, helium faulted the company’s short-term focus, underinvestment, mediocre fiscal oversight, and overly optimistic goals. This update brought into question the company’s historical fiscal reports that underpinned our valuation work. While this is simply a precise disappointing outcome, it highlights the value of diversification. Even with this loss, the portfolio had a precise beardown year."

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