Hedge Fund Buys Fiserv After 73% Plunge, Sees Double-Digit EPS Growth
Patient Opportunity Equity Strategy added a Fiserv stake after its shares plunged 73.4% over twelve months and rebounded 7.12% last month. After appointing a new CEO, resetting full-year guidance and overhauling its board, the firm projects Fiserv will resume share gains and hit double-digit EPS growth by 2027.
1. Performance Snapshot
Fiserv shares closed at $62.60 on March 4, 2026, marking a 1-month gain of 7.12% but a 73.4% drop over the past twelve months. The company holds a market capitalization of $71.54 billion, reflecting significant investor pullback.
2. Hedge Fund Positioning
Patient Opportunity Equity Strategy established a new stake in Fiserv during Q4 2025 after its stock traded down from early-March highs. The strategy outperformed the S&P 500 by delivering a 5.99% net return versus the index’s 2.65% in the quarter.
3. Leadership Overhaul
Following the appointment of a new CEO, Fiserv reset its full-year earnings guidance and initiated a broad board and senior leadership overhaul. These moves triggered sell-side downgrades but aim to realign management with a client-first culture.
4. Growth Outlook
The hedge fund expects Fiserv to rebuild investor confidence, resume market share gains and achieve double-digit EPS growth by 2027 as it works through its operational reset and cultural refocus.