Payment Processors: Revenue Up, Stocks Down
Update: 2025-10-06
Description
Payment processing giants like Fiserv, EVERTEC, Shift4, and Jack Henry saw mixed results this earnings season. While collectively outperforming revenue expectations by one percent, stocks plunged an average of eleven percent. Fiserv's slower organic growth caused a major stock drop, while EVERTEC's strong performance was already priced in. Shift4's rapid revenue growth wasn't enough to satisfy investors, and Jack Henry also felt the pressure. Despite overall sector growth driven by the decline of cash and e-commerce boom, heightened competition and innovation demands create significant challenges for these industry leaders.
Hosted on Acast. See acast.com/privacy for more information.
Comments
In Channel