The London Company released its third-quarter 2025 investor letter, reporting a 6.3% return on its portfolio compared to an 8.0% gain for the Russell 1000 Index. The letter highlighted US equities’ rally, driven by the Fed rate cut, solid corporate earnings, and AI enthusiasm. Fiserv, Inc. (NYSE:FI) was named as a top stock pick, despite recent underperformance due to slower growth and margin pressure in its Merchant business.

Fiserv, Inc. (NYSE:FI) saw a one-month return of -49.13% and a share price decrease of 69.48% over the last 52 weeks. Despite challenges in the Merchant business, FI’s revenue from international expansion and new products remains strong. The company’s resilient Financial Solutions segment and leadership position in core segments make it an attractive investment.

While Fiserv, Inc. (NYSE:FI) is not among the 30 most popular stocks among hedge funds, 94 hedge fund portfolios held the stock at the end of the second quarter. The company’s potential as an investment is acknowledged, but certain AI stocks are seen as offering greater upside potential with less downside risk. For more information on beaten down growth stocks to buy according to analysts, visit another article covering Fiserv, Inc. (NYSE:FI).

Read more at Yahoo Finance: Slower Growth and Margin Pressure Affected Fiserv (FI) in Q3