Fiserv Leadership to Focus on Strategy, Execution Priorities and Financial Outlook at its 2026 Investor Day

MILWAUKEE, Could 14, 2026 (GLOBE NEWSWIRE) — Fiserv, Inc. (NASDAQ: FISV), a number one world supplier of funds and monetary companies expertise options, will host its Investor Day at this time starting at 9:00 a.m. ET. The occasion will function displays from Fiserv senior management and will focus on the corporate’s technique and execution priorities, in addition to define its medium-term monetary outlook.

On the occasion, the corporate will focus on how disciplined execution of its One Fiserv motion plan, with alternatives at the intersection of its Service provider and Financial Options companies, are anticipated to drive a relentless compounder monetary profile.

“Our companies play a important position throughout the monetary ecosystem,” mentioned Mike Lyons, Chief Government Officer of Fiserv. “At Investor Day, we’ll present how the 5 pillars of the One Fiserv motion plan are translating into sturdy progress, increasing margins, robust money technology, and disciplined capital allocation that we count on will create long-term shareholder worth.”

Displays will function Chief Government Officer Mike Lyons, Co-President and Head of Service provider Options Takis Georgakopoulos, Co-President and Head of Financial Options Dhivya Suryadevara, and Chief Financial Officer Paul Todd.

The occasion may also embrace demonstrations showcasing how Fiserv’s platforms are enabling retailers and monetary establishments to function extra effectively, handle threat, and scale in an more and more digital and real-time economic system.

Outlook for 2026

The corporate continues to count on each adjusted and natural income progress of 1% to 3% and adjusted earnings per share of $8.00 to $8.30 for 2026.

Medium Time period Outlook

Fiserv expects a compounded annual progress fee for adjusted income of 4% to 6% from 2026 to 2029. The corporate additionally expects to obtain adjusted working margins in extra of 37% in 2029 and adjusted earnings per share to develop within the double-digit vary for 2027 to 2029 and be in extra of $12.00 in 2029. Moreover, the corporate expects free money move conversion of roughly 90% of adjusted web revenue for 2027 to 2029.

Webcast Info

A dwell webcast of the Investor Day displays will start at 9:00 a.m. ET on Could 14, 2026, and a replay will probably be out there on Fiserv’s Investor Relations web site on the next day at traders.fiserv.com. Supporting supplies will probably be posted following the occasion.

About Fiserv

Fiserv, Inc. (NASDAQ: FISV), a Fortune 500™ firm, strikes greater than cash. As a worldwide chief in funds and monetary expertise, the corporate helps purchasers obtain best-in-class outcomes by means of a dedication to innovation and excellence in areas together with account processing and digital banking options; card issuer processing and community companies; funds; e-commerce; service provider buying and processing; and Clover®, the world’s smartest point-of-sale system and enterprise administration platform. Fiserv is a member of the S&P 500® Index and one in all TIME Journal’s Most Influential Corporations™. Go to fiserv.com and comply with on social media for extra info and the most recent firm information. 

Use of Non-GAAP Financial Measures

On this information launch, the corporate dietary supplements its reporting of knowledge decided in accordance with typically accepted accounting rules (“GAAP”), reminiscent of income, working revenue, working margin, web revenue attributable to Fiserv, diluted earnings per share and web money supplied by working actions, with “adjusted income,” “adjusted income progress,” “adjusted income compound annual progress fee,” “natural income,” “natural income progress,” “adjusted working revenue,” “adjusted working margin,” “adjusted web revenue,” “adjusted earnings per share,” “free money move” and “free money move conversion.” Administration believes that changes for sure non-cash or different objects and the exclusion of sure pass-through income and bills ought to improve shareholders’ means to consider the corporate’s efficiency, as such measures present extra insights into the components and tendencies affecting its enterprise. Subsequently, the corporate excludes these things from its GAAP monetary measures to calculate these unaudited non-GAAP measures. The corresponding reconciliations of those unaudited non-GAAP monetary measures to essentially the most comparable GAAP measures are included on this information launch, aside from forward-looking measures the place a reconciliation to the corresponding GAAP measures is just not out there due to the variability, complexity, and restricted visibility of the non-cash and different objects described under which might be excluded from the non-GAAP outlook measures. See pages 6-10 for added info relating to the corporate’s forward-looking non-GAAP monetary measures.

Examples of non-cash or different objects might embrace, however will not be restricted to, non-cash intangible asset amortization expense related to acquisitions; non-cash impairment prices; merger and integration prices; severance prices; sure transformation associated bills related to the corporate’s One Fiserv motion plan; positive aspects or losses from the sale of companies, sure property or investments; and sure discrete tax advantages and bills. The corporate excludes these things to extra clearly focus on the components administration believes are pertinent to the corporate’s operations, and administration makes use of this info to make working selections, together with the allocation of sources to the corporate’s varied companies.

The corporate adjusts its non-GAAP outcomes to exclude amortization of acquisition-related intangible property as such quantities are inconsistent in quantity and frequency and are considerably impacted by the timing and/or dimension of acquisitions.

Administration believes that the adjustment of acquisition-related intangible asset amortization dietary supplements GAAP info with a measure that can be utilized to assess the comparability of working efficiency. Though the corporate excludes amortization from acquisition-related intangible property from its non-GAAP bills, administration believes that it can be crucial for traders to perceive that such intangible property had been recorded as a part of buy accounting and contribute to income technology.

Administration believes adjusted income is helpful as a result of it presents income excluding the affect of the corporate’s postage reimbursements. Administration believes natural income is helpful as a result of it presents income excluding the affect of overseas forex fluctuations, acquisitions, inclinations and the affect of the corporate’s postage reimbursements. Administration believes free money move is helpful to measure the funds generated in a given interval which might be out there for debt service necessities and strategic capital selections. Administration believes this supplemental info enhances shareholders’ means to consider and perceive the corporate’s core enterprise efficiency.

These unaudited non-GAAP monetary measures is probably not comparable to equally titled measures reported by different corporations and needs to be thought-about as well as to, and not as an alternative to, income, working revenue, working margin, web revenue attributable to Fiserv, diluted earnings per share and web money supplied by working actions or some other quantity decided in accordance with GAAP.

Ahead-Wanting Statements

This information launch accommodates forward-looking statements throughout the that means of the Personal Securities Litigation Reform Act of 1995, together with statements relating to anticipated adjusted and natural income progress, adjusted income compound annual progress fee, adjusted working margin, adjusted earnings per share, adjusted earnings per share progress, free money move, free money move conversion and different statements relating to our future monetary efficiency. Statements can typically be recognized as forward-looking as a result of they embrace phrases reminiscent of “believes,” “anticipates,” “expects,” “might,” “ought to,” “assured,” “probably,” “plan,” or phrases of comparable that means. Statements that describe the corporate’s future plans, outlook, targets or targets are additionally forward-looking statements.

Ahead-looking statements are topic to assumptions, dangers and uncertainties that will trigger precise outcomes to differ materially from these contemplated by such forward-looking statements. The components that might trigger the corporate’s precise outcomes to differ materially embrace, amongst others, the next: the corporate’s means to compete successfully towards new and current rivals and to proceed to introduce aggressive new merchandise and companies on a well timed, cost-effective foundation; adjustments in buyer demand for the corporate’s merchandise and companies; the flexibility of the corporate’s expertise to hold tempo with a quickly evolving market; the corporate’s means to efficiently implement and obtain the anticipated advantages related to its One Fiserv motion plan; the success of the corporate’s service provider alliances, a few of which aren’t managed by the corporate; the affect of a safety breach or operational failure on the corporate’s enterprise, together with disruptions brought on by different individuals within the world monetary system; losses due to chargebacks, refunds or returns because of fraud or the failure of the corporate’s distributors and retailers to fulfill their obligations; adjustments in native, regional, nationwide and worldwide financial or political circumstances, together with these ensuing from heightened inflation, rising rates of interest, taxes, commerce insurance policies and tariffs, a recession, financial institution failures, or worldwide hostilities, and the affect they could have on the corporate and its workers, purchasers, distributors, provide chain, operations and gross sales; the corporate’s means to use synthetic intelligence to enhance its merchandise and companies and improve its operations; the impact of proposed and enacted legislative and regulatory actions affecting the corporate or the monetary companies business as a complete; the corporate’s means to adjust to authorities rules and relevant card affiliation and community guidelines; the safety and validity of mental property rights; the end result of pending and future litigation and governmental proceedings; the corporate’s means to efficiently determine, full and combine acquisitions, and to understand the anticipated advantages related to the identical; the affect of the corporate’s progress methods; the corporate’s means to appeal to and retain key personnel; hostile impacts from forex alternate charges or forex controls; adjustments in company tax and rates of interest; and different components included in “Threat Components” within the firm’s Annual Report on Type 10-Ok for the yr ended December 31, 2025, and in different paperwork that the corporate recordsdata with the Securities and Alternate Fee, which can be found at http://www.sec.gov. The 2026 outlook and medium-term outlook for 2027-2029 mirror the anticipated monetary outcomes of the corporate in annually primarily based on its present and anticipated property, companies and operations. The estimates assume no materials acquisitions or inclinations and that there are not any different components, together with these described above on this launch, materially impacting the operations of the corporate. It is best to think about these components rigorously in evaluating forward-looking statements and are cautioned not to place undue reliance on such statements. The corporate assumes no obligation to replace any forward-looking statements, which converse solely as of the date of this information launch.

Fiserv, Inc.

Full Yr Ahead-Wanting Non-GAAP Financial Measures

Reconciliations of unaudited non-GAAP monetary measures to essentially the most comparable GAAP measures are included on this information launch, aside from forward-looking measures the place a reconciliation to the corresponding GAAP measures is just not out there due to the variability, complexity and restricted visibility of these things which might be excluded from the non-GAAP outlook measures. The corporate’s forward-looking non-GAAP monetary measures are designed to improve shareholders’ means to consider the corporate’s efficiency by excluding sure objects to focus on components and tendencies affecting its enterprise.

Adjusted and Natural Income Development – The corporate’s adjusted and natural income progress outlook exclude the affect of the corporate’s postage reimbursements. The corporate’s natural income progress outlook additionally excludes the affect of overseas forex fluctuations, acquisitions and divestitures. Impacts from divestitures on anticipated 2026 adjusted income progress will probably be mirrored at deal shut.

Adjusted Working Margin and Adjusted Earnings Per Share – The corporate’s adjusted working margin and adjusted earnings per share outlook exclude sure non-cash or different objects reminiscent of non-cash intangible asset amortization expense related to acquisitions; non-cash impairment prices; merger and integration prices; severance prices; sure transformation associated bills related to the corporate’s One Fiserv motion plan; and positive aspects or losses from the sale of companies, sure property and investments. The corporate’s adjusted working margin outlook additionally excludes the affect of the corporate’s postage reimbursements. The corporate’s adjusted earnings per share outlook additionally excludes the affect of sure discrete tax advantages and bills.

Free Money Circulate Conversion – The corporate’s free money move conversion outlook consists of, however is just not restricted to, capital expenditures, distributions paid to noncontrolling pursuits, and distributions from unconsolidated associates and excludes severance, merger, integration and sure transformation associated funds related to the corporate’s One Fiserv motion plan.

The corporate estimates that amortization expense in 2026 with respect to acquired intangible property will probably be comparatively according to the quantity incurred in 2025. Different changes to the corporate’s monetary measures that had been incurred in 2025 are offered inside this new launch; nonetheless, they don’t seem to be essentially indicative of changes which may be incurred in 2026 or past. Estimates of those impacts and changes on a forward-looking foundation will not be out there due to the variability, complexity and restricted visibility of these things.

In tens of millions, unaudited. See pages 2-3 for disclosures associated to using non-GAAP monetary measures.

¹ Foreign money affect is measured as the rise or lower in adjusted income for the present interval by making use of prior interval overseas forex alternate charges to current a relentless forex comparability to prior durations.

In tens of millions, besides per share quantities, unaudited. Earnings per share is calculated utilizing precise, unrounded quantities. See pages 2-3 for disclosures associated to using non-GAAP monetary measures.

Fiserv, Inc.

Full Yr Ahead-Wanting Non-GAAP Financial Measures (cont.)

1. Represents acquisition and associated integration prices incurred in reference to acquisitions. Merger and integration prices related to integration actions embrace $21 million of third-party skilled service charges and $25 million associated to authorized and different settlements.
2. Represents prices, primarily third-party charges, related to a multi-year transformation initiative centered on operational excellence enabled by synthetic intelligence, together with course of reengineering and expertise infrastructure modernization.
3. Represents amortization of intangible property acquired by means of acquisition, together with buyer relationships, software program/expertise and commerce names. This adjustment doesn’t exclude the amortization of different intangible property reminiscent of contract prices (gross sales commissions and deferred conversion prices), capitalized and bought software program, financing prices and debt reductions.
4. Represents the corporate’s share of amortization of acquisition-related intangible property at its unconsolidated associates, in addition to the minority curiosity share of amortization of acquisition-related intangible property at its subsidiaries by which the corporate holds a controlling monetary curiosity. This adjustment additionally features a $51 million acquire associated to the sale of an fairness technique funding.
5. Represents a acquire related to the sale of an fairness safety.
6. The tax affect of changes is calculated utilizing a tax fee of 19.5%, which approximates the corporate’s annual efficient tax fee, unique of precise tax impacts of an combination $30 million provision related to the acquire on sure investments.
7. Represents incremental compensation expense related to the transition of the corporate’s Chief Government Officer (“CEO”), compromised of $40 million of former CEO non-cash share-based compensation and associated employer payroll taxes, and a $12 million money alternative award paid to the corporate’s new CEO appointed in 2025.
8. The Argentine authorities introduced financial coverage adjustments, together with the removing of sure forex controls, leading to a big devaluation of the Argentine Peso on April 14, 2025. This adjustment represents the corresponding one-day overseas forex alternate loss from the remeasurement of the corporate’s Argentina subsidiary’s financial property and liabilities in Argentina’s extremely inflationary economic system.