Do You Believe in Fiserv’s (FI) Growth Potential?

Core Insights - Mairs & Power Balanced Fund experienced a challenging start to 2025 but rebounded to a 25% increase by the end of the second quarter, despite returning only 2.66% in the first half of the year, underperforming its benchmark indexes [1] Fund Performance - The fund's performance was below benchmark composite indexes, which rose 5.43%, and the Morningstar Moderate Allocation peer group, which increased by 5.67% [1] Fiserv, Inc. Overview - Fiserv, Inc. (NYSE:FI) is a payment and fintech services provider, with a one-month return of -5.91% and a 52-week loss of 26.57%, closing at $129.82 per share on September 23, 2025, with a market capitalization of $70.569 billion [2] Sector Performance - The fund's overweight position in the Financials sector contributed positively to performance in the first half of 2025, but stock selection within the sector, particularly Fiserv, Inc., negatively impacted overall results [3] Fiserv's Challenges - Fiserv, Inc. faced difficulties in the first half of 2025 due to a downward revision of guidance for its Clover product, which is crucial for its growth in merchant acceptance [3] Hedge Fund Interest - Fiserv, Inc. was held by 94 hedge fund portfolios at the end of the second quarter of 2025, an increase from 72 in the previous quarter [4] Revenue Growth - In the second quarter of 2025, Fiserv, Inc.'s adjusted revenue grew by 8% to $5.2 billion [4] Investment Outlook - While Fiserv, Inc. is recognized for its potential, certain AI stocks are considered to offer greater upside potential and less downside risk [4]