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Giverny Capital Asset Management's investment thesis on Fiserv, Inc. ($FISV) — Q2 2025 | Buyside Digest

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$FISVNASDAQFiserv, Inc.

BULL

Giverny Capital Asset Management—FISV

Fund Letter

Q2 2025

Published July 11, 2025

View Fund Profile

$53.57USD

+1.1% vs last month

$165.74Pitched

-67.7% since pitch

Market Cap$28.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

For the second quarter ended June 30, 2025, GCAM's model portfolio returned 9.11% (Net), lagging the S&P 500 TR return of 10.94%. Underperforming the index...

— David M. Poppe

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What other investors think about $FISV, and what else Giverny Capital Asset Management is buying.

Other pitches on $FISV

Other investors who've written on Fiserv, Inc.

Hennessy Balanced FundBEAR

Pitched Jun 30, 2026

Fiserv detracted from relative performance as it undergoes a corporate turnaround focused on improving client satisfaction and product development. An unexpected CEO...

Broyhill Asset ManagementBULL

Pitched Feb 17, 2026

Fiserv was our biggest detractor from performance on the year.

View all $FISV pitches →