For the quarter ended December 2025, Fiserv (FISV) reported revenue of $4.9 billion, representing no change compared to the same period last year. EPS came in at $1.99, compared to $2.51 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $4.95 billion, representing a surprise of -0.97%. The company delivered an EPS surprise of +4.94%, with the consensus EPS estimate being $1.90.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Fiserv performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Adjusted Revenue- Financial Solutions: $2.36 billion versus the 10-analyst average estimate of $2.36 billion. The reported number represents a year-over-year change of -1.6%.
- Adjusted Revenue- Merchant Solutions: $2.54 billion versus $2.55 billion estimated by 10 analysts on average. Compared to the year-ago quarter, this number represents a +1.6% change.
- Revenue- Product: $1.03 billion compared to the $999.56 million average estimate based on six analysts. The reported number represents a change of +3.6% year over year.
- Revenue- Processing and services: $4.26 billion compared to the $4.27 billion average estimate based on six analysts. The reported number represents a change of -0.1% year over year.
- Revenue- Corporate and Other: $384 million versus the four-analyst average estimate of $341.38 million. The reported number represents a year-over-year change of +9.4%.
- Adjusted Revenue- Financial Solutions- Banking: $610 million compared to the $611.1 million average estimate based on two analysts. The reported number represents a change of -3.2% year over year.
- Adjusted Revenue- Financial Solutions- Issuing: $792 million versus the two-analyst average estimate of $798.45 million. The reported number represents a year-over-year change of -0.5%.
- Adjusted Revenue- Merchant Solutions- Processing: $265 million versus the two-analyst average estimate of $254.48 million. The reported number represents a year-over-year change of +1.5%.
- Adjusted Revenue- Merchant Solutions- Enterprise: $587 million versus the two-analyst average estimate of $628.65 million. The reported number represents a year-over-year change of -2.2%.
- Adjusted Revenue- Merchant Solutions- Small Business: $1.69 billion versus the two-analyst average estimate of $1.69 billion. The reported number represents a year-over-year change of +2.9%.
- Adjusted Revenue- Financial Solutions- Digital Payments: $960 million compared to the $926.25 million average estimate based on two analysts. The reported number represents a change of -1.5% year over year.
- Operating income- Merchant Solutions: $816 million versus the four-analyst average estimate of $833.87 million.
View all Key Company Metrics for Fiserv here>>>
Shares of Fiserv have returned -11.8% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Fiserv, Inc. (FISV): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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