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

Core Insights - Ariel Investments' "Ariel Focus Fund" reported a significant increase of 20.76% in the third quarter, outperforming the Russell 1000 Value Index and the S&P 500 Index [1] - The fund's performance was driven by the Federal Reserve's first rate cut, strong corporate earnings growth, and broadening market participation [1] Company Analysis: Fiserv, Inc. (NYSE:FI) - Fiserv, Inc. is a leading financial technology company providing payment and fintech services, with a market capitalization of $34.315 billion as of November 12, 2025 [2] - The stock experienced a one-month return of -46.84% and a 52-week decline of 69.80% [2] - Ariel Focus Fund views Fiserv as a best-in-class financial technology business with strong scale and cross-selling capabilities, despite recent stock pressure due to concerns over Clover volumes [3] - The deceleration in Clover volumes is attributed to one-time items, with expectations for growth to accelerate later in the year [3] Hedge Fund Interest - Fiserv, Inc. was held by 94 hedge fund portfolios at the end of the second quarter, an increase from 72 in the previous quarter [4] - Despite the potential of Fiserv, the company believes certain AI stocks may offer greater upside potential and less downside risk [4]