- The company reported a 21% year-over-year decline in adjusted EPS, while revenue remained flat during the quarter.
- Fiserv said that while its performance during the quarter was in line with its expectations, this was the first full three-month period of the “One Fiserv” plan’s execution.
- The company announced the “One Fiserv” plan in October 2025, focusing on client service, value-added technology solutions, and leading innovation.
Fiserv Inc. (FISV) shares fell more than 5% in Tuesday’s pre-market trade after the company’s 2026 earnings guidance was weaker than Wall Street’s expectations.
Fiserv forecasts FY2026 adjusted earnings per share (EPS) in the range of $8 to $8.3. At a midpoint of $8.15, this was below Wall Street's adjusted EPS estimate of $8.2, according to TheFly.
“Our fourth quarter results and 2026 guidance are in line with what we outlined in October,” said Fiserv CFO Paul Todd.
The company reported adjusted EPS of $1.99 on revenue of $4.9 billion during the fourth quarter (Q4), compared to Wall Street estimates of an adjusted EPS of $1.9 on revenue of $4.9 billion, according to Stocktwits data.
Retail sentiment around Fiserv trended in the ‘extremely bullish’ territory at the time of writing, with message volumes at ‘extremely high’ levels.
Earnings Decline, Flat Revenue
Fiserv reported a 21% year-on-year (YoY) decline in its adjusted EPS, while revenue was flat during the quarter. The company said that while its performance during the quarter was in line with its expectations, this was the first full three-month period of the “One Fiserv” plan’s execution.
“We are increasingly confident in our ability to create sustainable value by executing on the pillars that have long distinguished Fiserv,” said Fiserv CEO Mike Lyons.
The company announced the “One Fiserv” plan in October 2025, focusing on client service, value-added technology solutions, and leading innovation.
While announcing the launch last year, Lyons said that the company’s performance was not where it wanted it to be. He added that this action would better position Fiserv to drive sustainable, high-quality growth and reach its full potential.
For the full year, Fiserv’s adjusted EPS was $8.64, beating an estimated $8.56. Revenue for the year came in at $19.8 billion, meeting Wall Street expectations.
How Did Stocktwits Users React?
One bearish user expressed pessimism about Fiserv’s turnaround efforts.
Another user pointed out that Fiserv’s shrinking margins, which are resulting in lower cash flow, will further increase the company’s debt.
FISV stock is down 10% year-to-date and 74% over the past 12 months.
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