Oakmark Funds, advised by Harris Associates, released its fourth-quarter 2025 investor letter aiming for capital appreciation through large-cap US investments. The fund outperformed the S&P 500 Index, returning 4.78% in the quarter. Check top five holdings for 2025 picks. Fiserv, Inc. was a highlighted stock with a one-month return of -2.31% and a market cap of $36.285 billion.

In the investor letter, Oakmark Fund mentioned that Fiserv, Inc. was the top detractor due to a decline in stock price after disappointing earnings. However, they believe in the company’s potential with upgraded management and board, insider stock purchases, and growth expectations. Fiserv is expected to deliver mid single-digit organic revenue growth and double-digit EPS growth.

Fiserv, Inc. is not among the 30 most popular stocks among hedge funds, with 83 hedge fund portfolios holding it in the third quarter. While acknowledging Fiserv’s potential, certain AI stocks are seen to offer greater upside with less downside risk. Investors seeking an undervalued AI stock can explore opportunities in the market, especially those poised to benefit from current economic trends.

Read more at Yahoo Finance: Fiserv (FISV) Fell on a Weak Earnings Report