What Makes Fiserv (FI) a Best-In-Class Financial Technology Company?

3 days ago 3

Soumya Eswaran

Thu, November 13, 2025 astatine 6:46 AM CST 3 min read

Ariel Investments, an concern absorption company, released its “Ariel Focus Fund” third-quarter capitalist letter. A transcript of the missive tin beryllium downloaded here. US equities accrued importantly successful the 3rd quarter, driven by the Federal Reserve’s archetypal complaint cut, beardown firm net growth, and broadening marketplace participation. In this environment, the money accrued by 20.76%, outperforming the 5.33% summation for the Russell 1000 Value Index and the 8.12% instrumentality for the S&P 500 Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Ariel Focus Fund highlighted stocks specified arsenic Fiserv, Inc. (NYSE:FI). Fiserv, Inc. (NYSE:FI) is simply a starring fiscal exertion institution that provides outgo and fintech services. The one-month instrumentality of Fiserv, Inc. (NYSE:FI) was -46.84%, and its shares mislaid 69.80% of their worth implicit the past 52 weeks. On November 12, 2025, Fiserv, Inc. (NYSE:FI) banal closed astatine $63.80 per share, with a marketplace capitalization of $34.315 billion.

Ariel Focus Fund stated the pursuing regarding Fiserv, Inc. (NYSE:FI) successful its 3rd 4th 2025 capitalist letter:

"We besides purchased Fiserv, Inc. (NYSE:FI), starring planetary supplier of outgo processing and fiscal services exertion solutions. The institution possesses unmatched standard and transverse selling abilities crossed its businesses, including its halfway fiscal exertion solutions, merchant acceptance and outgo processing. Additionally, these innovative technologies are profoundly entrenched successful lawsuit operations, providing charismatic and predictable recurring economics typical of a wide moat, precocious switching outgo work business. A caller pullback successful the banal provided an charismatic introduction point. Shares came nether unit owed to capitalist concerns astir Clover volumes decelerating. However, the deceleration was owed to one-time items and maturation is expected to accelerate aboriginal this year. In our view, FI offers a uncommon accidental to ain a best-in-class fiscal exertion concern that should payment from the secular request for innovative fiscal technology."

Fiserv, Inc. (NYSE:FI) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 94 hedge money portfolios held Fiserv, Inc. (NYSE:FI) astatine the extremity of the 2nd quarter, up from 72 successful the erstwhile quarter. While we admit the imaginable of Fiserv, Inc. (NYSE:FI) 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.