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FISV

FISERV INC
13 filings tracked
financialsasset managementLARGE ($10B-200B)

Signal Magnitude Chart

BEARISH | 90% | 5/6/2026 | margin compressionBEARISH | 70% | 5/6/2026 | earnings missBEARISH | 80% | 5/6/2026 | regulatory actionBULLISH | 60% | 5/6/2026 | acquisitionBEARISH | 90% | 5/6/2026 | margin compressionBEARISH | 70% | 5/6/2026 | earnings missBEARISH | 80% | 5/6/2026 | regulatory actionBULLISH | 60% | 5/6/2026 | acquisitionBEARISH | 90% | 5/6/2026 | margin compressionBEARISH | 70% | 5/6/2026 | earnings missBEARISH | 80% | 5/6/2026 | regulatory actionBULLISH | 60% | 5/6/2026 | acquisitionBEARISH | 90% | 5/6/2026 | margin compressionBEARISH | 70% | 5/6/2026 | earnings missBEARISH | 80% | 5/6/2026 | regulatory actionBULLISH | 60% | 5/6/2026 | acquisitionBEARISH | 90% | 5/6/2026 | margin compressionBEARISH | 70% | 5/6/2026 | earnings missBEARISH | 80% | 5/6/2026 | regulatory actionBULLISH | 60% | 5/6/2026 | acquisitionBEARISH | 90% | 5/6/2026 | margin compressionBEARISH | 70% | 5/6/2026 | earnings missBEARISH | 80% | 5/6/2026 | regulatory actionBULLISH | 60% | 5/6/2026 | acquisitionBEARISH | 90% | 5/6/2026 | margin compressionBEARISH | 70% | 5/6/2026 | earnings missBEARISH | 80% | 5/6/2026 | regulatory actionBULLISH | 60% | 5/6/2026 | acquisitionNEUTRAL | 20% | 5/22/2026 | management changeBEARISH | 40% | 5/22/2026 | regulatory actionNEUTRAL | 20% | 5/22/2026 | management changeBEARISH | 40% | 5/22/2026 | regulatory actionNEUTRAL | 20% | 5/22/2026 | management changeBEARISH | 40% | 5/22/2026 | regulatory actionNEUTRAL | 20% | 5/22/2026 | management changeBEARISH | 40% | 5/22/2026 | regulatory actionNEUTRAL | 20% | 5/22/2026 | management changeBEARISH | 40% | 5/22/2026 | regulatory actionNEUTRAL | 20% | 5/22/2026 | management changeBEARISH | 40% | 5/22/2026 | regulatory actionMay 26May 26HIGHLOW
bullish
bearish
neutral

Signal Timeline

neutralMay 22

Re-election of all eleven directors maintains current board composition.

management change
20%
bearishMay 22

Significant shareholder opposition to executive compensation and desire for independent board chair.

regulatory action
40%
neutralMay 22

Re-election of all eleven directors maintains current board composition.

management change
20%
bearishMay 22

Significant shareholder opposition to executive compensation and desire for independent board chair.

regulatory action
40%
neutralMay 22

Re-election of all eleven directors maintains current board composition.

management change
20%
bearishMay 22

Significant shareholder opposition to executive compensation and desire for independent board chair.

regulatory action
40%
neutralMay 22

Re-election of all eleven directors maintains current board composition.

management change
20%
bearishMay 22

Significant shareholder opposition to executive compensation and desire for independent board chair.

regulatory action
40%
neutralMay 22

Re-election of all eleven directors maintains current board composition.

management change
20%
bearishMay 22

Significant shareholder opposition to executive compensation and desire for independent board chair.

regulatory action
40%
neutralMay 22

Re-election of all eleven directors maintains current board composition.

management change
20%
bearishMay 22

Significant shareholder opposition to executive compensation and desire for independent board chair.

regulatory action
40%
bearishMay 6

Operating margin fell 890 basis points to 18.3% due to transformation costs and personnel spend.

margin compression
90%
bearishMay 6

Net income attributable to Fiserv fell from $851 million to $571 million year-over-year.

earnings miss
70%
bearishMay 6

Ongoing investigations by the SEC and U.S. Attorney's Office regarding 2025 earnings guidance.

regulatory action
80%
bullishMay 6

Aggressive expansion of Clover footprint through acquisitions of CCV, CardFree, and TD Merchant Canada.

acquisition
60%
bearishMay 6

Operating margin fell 890 basis points to 18.3% due to transformation costs and personnel spend.

margin compression
90%
bearishMay 6

Net income attributable to Fiserv fell from $851 million to $571 million year-over-year.

earnings miss
70%
bearishMay 6

Ongoing investigations by the SEC and U.S. Attorney's Office regarding 2025 earnings guidance.

regulatory action
80%
bullishMay 6

Aggressive expansion of Clover footprint through acquisitions of CCV, CardFree, and TD Merchant Canada.

acquisition
60%
bearishMay 6

Operating margin fell 890 basis points to 18.3% due to transformation costs and personnel spend.

margin compression
90%
bearishMay 6

Net income attributable to Fiserv fell from $851 million to $571 million year-over-year.

earnings miss
70%
bearishMay 6

Ongoing investigations by the SEC and U.S. Attorney's Office regarding 2025 earnings guidance.

regulatory action
80%
bullishMay 6

Aggressive expansion of Clover footprint through acquisitions of CCV, CardFree, and TD Merchant Canada.

acquisition
60%
bearishMay 6

Operating margin fell 890 basis points to 18.3% due to transformation costs and personnel spend.

margin compression
90%
bearishMay 6

Net income attributable to Fiserv fell from $851 million to $571 million year-over-year.

earnings miss
70%
bearishMay 6

Ongoing investigations by the SEC and U.S. Attorney's Office regarding 2025 earnings guidance.

regulatory action
80%
bullishMay 6

Aggressive expansion of Clover footprint through acquisitions of CCV, CardFree, and TD Merchant Canada.

acquisition
60%
bearishMay 6

Operating margin fell 890 basis points to 18.3% due to transformation costs and personnel spend.

margin compression
90%
bearishMay 6

Net income attributable to Fiserv fell from $851 million to $571 million year-over-year.

earnings miss
70%
bearishMay 6

Ongoing investigations by the SEC and U.S. Attorney's Office regarding 2025 earnings guidance.

regulatory action
80%
bullishMay 6

Aggressive expansion of Clover footprint through acquisitions of CCV, CardFree, and TD Merchant Canada.

acquisition
60%
bearishMay 6

Operating margin fell 890 basis points to 18.3% due to transformation costs and personnel spend.

margin compression
90%
bearishMay 6

Net income attributable to Fiserv fell from $851 million to $571 million year-over-year.

earnings miss
70%
bearishMay 6

Ongoing investigations by the SEC and U.S. Attorney's Office regarding 2025 earnings guidance.

regulatory action
80%
bullishMay 6

Aggressive expansion of Clover footprint through acquisitions of CCV, CardFree, and TD Merchant Canada.

acquisition
60%
bearishMay 6

Operating margin fell 890 basis points to 18.3% due to transformation costs and personnel spend.

margin compression
90%
bearishMay 6

Net income attributable to Fiserv fell from $851 million to $571 million year-over-year.

earnings miss
70%
bearishMay 6

Ongoing investigations by the SEC and U.S. Attorney's Office regarding 2025 earnings guidance.

regulatory action
80%
bullishMay 6

Aggressive expansion of Clover footprint through acquisitions of CCV, CardFree, and TD Merchant Canada.

acquisition
60%

Filing History

8-KMay 22, 2026

The May 2026 annual meeting serves as a litmus test for Fiserv's governance, pitting a desire for operational agility against demands for greater accountability. While the board successfully maintained its current structure and leadership, the substantial 'against' votes regarding executive pay suggest that investors are not entirely satisfied with the current reward structures. The overall impact is a company that remains firmly under existing management's control, but one that must now address underlying investor discontent to avoid future activist pressure.

10-QMay 6, 2026

The Q1 2026 filing presents a company at a critical crossroads, balancing a massive capital investment in its future against immediate operational deterioration. The tension between the 'One Fiserv' transformation costs and the decline in legacy high-margin revenue has created a volatile earnings profile. While the company continues to generate substantial cash, the quality of its earnings is currently under pressure from both rising SG&A expenses and significant legal contingencies. Investors are now tasked with determining if the current margin compression is a temporary bridge to a more profitable AI-driven future or a sign of structural decay in the core business. The success of the Clover ecosystem's global rollout and the ability of management to resolve ongoing regulatory and legal challenges will be the primary drivers of the stock's valuation. For now, the company remains a bet on whether the scale of its payments infrastructure can successfully pivot to a software-first model before its debt burden and legal liabilities become restrictive.