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Jana Partners Takes Stake in Fiserv, Presses for Changes as Shares Rise 6%

Key details of the position remain undisclosed, with Fiserv reiterating its One Fiserv turnaround plan.

Overview

  • Wall Street Journal reporting said Jana Partners built a stake in Fiserv and is urging steps to lift the share price.
  • Shares closed up about 6.9% at $63.45 after the report, reversing part of a steep 2025 slide.
  • The size of Jana’s investment and whether it will seek board seats were not disclosed.
  • Fiserv said it has engaged with shareholders, including Jana, and emphasized progress under its One Fiserv plan.
  • WSJ, citing unnamed sources, reported Jana backs CEO Mike Lyons and wants a focus on core banking and potential exits from slower-growth units.