Slowdown in Its Small Business POS Platform Weighed on Fiserv’s (FISV) Shares

2 hours ago 1

Soumya Eswaran

Wed, February 18, 2026 astatine 8:05 AM CST 3 min read

The London Company, an concern absorption company, released “The London Company Large Cap Strategy” fourth-quarter 2025 capitalist letter. In Q4 2025, US equities ended the 3rd consecutive 4th of higher returns, with the Russell 3000 Index rising 2.4%. A transcript of the missive tin beryllium downloaded here. The marketplace highlighted however investors balanced the optimism connected net maturation and concerns regarding AI returns and cooling macroeconomic factors. Against this backdrop The London Company Large Cap portfolio returned 0.4% (0.2% net) compared to a 2.4% summation successful the Russell 1000 Index. Volatility factors and concentrated marketplace enactment were notable headwinds to the Strategy’s show successful the quarter. Heading into 2026, the economical and argumentation backdrop presents a blend of assurance and doubt. Against this backdrop, the portfolio remains unchangeable and believes it tin assistance investors successful semipermanent wealthiness instauration portion managing downside risk. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, The London Company Large Cap Strategy 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 17, 2026, Fiserv, Inc. (NASDAQ:FISV) banal closed astatine $63.45 per share. One-month instrumentality of Fiserv, Inc. (NASDAQ:FISV) was -3.47%, and its shares are down 73.15% implicit the past 12 months. Fiserv, Inc. (NASDAQ:FISV) has a marketplace capitalization of $34.491 billion.

The London Company Large Cap Strategy stated the pursuing regarding Fiserv, Inc. (NASDAQ:FISV) successful its 4th fourth 2025 capitalist letter:

"Fiserv, Inc. (NASDAQ:FISV) – FI weakness came aft ongoing concerns astir a slowdown successful its tiny concern POS level connected apical of anemic 3Q results. The institution took a steep guidance chopped and announced absorption and Board changes. The ample banal absorption reflects a nonaccomplishment of credibility, accrued doubts astir the semipermanent maturation outlook, and the realization that a turnaround volition necessitate meaningful concern implicit the medium-term. Given the grade of the reset and diminished assurance successful the thesis, we sold our position."

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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, 83 hedge money portfolios held Fiserv, Inc. (NASDAQ:FISV) astatine the extremity of the 3rd quarter, compared to 94 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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