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Source document· February 18, 2026

5 Financial Transaction Stocks to Watch Despite Elevated Expense Level

View original at finance.yahoo.com
5 Financial Transaction Stocks to Watch Despite Elevated Expense Level The Financial Transaction Services industry is likely to benefit from expanding global trade, rising international travel and growing demand for seamless cross-border payments and remittances…
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  • Fiserv's earnings beat estimates in three of the last four quarters and missed once

    80% confidence

  • Global Payments carries a Zacks Rank #2 (Buy)

    80% confidence

  • Fidelity National's earnings beat estimates in three of the last four quarters and matched once, with average surprise of 1.64%

    80% confidence

  • Mastercard's earnings beat estimates in each of the last four quarters, with an average surprise of 5.48%

    80% confidence

  • The Financial Transaction Services industry has declined 24.3% compared with the Business Services sector's decline of 24.4% over the past year

    80% confidence

  • With expectations for interest rate cuts in 2026, companies may increasingly use debt financing to fund acquisitions and accelerate growth

    80% confidence

  • Mastercard carries a Zacks Rank #3 (Hold)

    80% confidence

  • Zacks Consensus Estimate for Global Payments' 2026 earnings is $13.85 per share, indicating a 13.3% rise from the 2025 estimate

    80% confidence

  • Fiserv carries a Zacks Rank #3 (Hold)

    80% confidence

  • Global Payments' earnings beat estimates in three of the last four quarters and missed once, with an average surprise of 1.93%

    80% confidence

  • The Zacks Financial Transaction Services industry currently carries a Zacks Industry Rank #135, placing it in the bottom 44% of 243 Zacks industries

    80% confidence

  • Visa's earnings beat estimates in each of the last four quarters, with an average surprise of 2.12%

    80% confidence

  • The Financial Transaction Services industry is currently trading at a forward 12-month P/E of 18.15X, compared with the S&P 500's 22.51X and the sector's 18X

    80% confidence

  • Zacks Consensus Estimate for Fiserv's 2026 earnings is $8.14 per share, with revenue consensus implying 3.4% improvement from year-ago

    80% confidence

  • Visa carries a Zacks Rank #3 (Hold)

    80% confidence

  • In the past five years, the Financial Transaction Services industry traded as high as 36.92X, as low as 18.15X and at the median of 22.24X on a forward P/E basis

    80% confidence

  • Zacks Consensus Estimate for Visa's fiscal 2026 earnings is $12.84 per share, indicating an 11.9% rise from the year-ago figure

    80% confidence

  • Fidelity National carries a Zacks Rank #3 (Hold)

    80% confidence

  • Zacks Consensus Estimate for Mastercard's 2026 earnings is $19.38 per share, indicating a 13.9% rise from the year-ago figure

    80% confidence

  • Persistent inflation and tariff pressures may further strain consumer budgets in the financial transaction services space

    80% confidence

  • Zacks Consensus Estimate for Fidelity National's 2026 earnings is $6.27 per share, indicating an improvement of 8.7% from the 2025 estimate

    80% confidence

  • The Financial Transaction Services industry is likely to benefit from expanding global trade, rising international travel and growing demand for seamless cross-border payments and remittances

    80% confidence

  • The top 50% of Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Vertical AI Agents Attract a Funding Wave Across Fintech-Adjacent Industries
A cluster of AI-native startups applying autonomous agents to narrow, operational problems — hotel front-desk staffing (Dextr AI), identity/fraud risk for financial institutions (Baselayer), insurance distribution (Napo, Connie Health, MGT Insurance) — closed seed-to-Series A rounds within days of each other in September 2026, with CB Insights running a coordinated CEO interview series to spotlight them. The pattern points to agentic AI maturing from generic chat tools into vertical, revenue-generating products, with identity verification for AI agents themselves (Baselayer) emerging as a new fintech infrastructure category responding directly to AI-driven fraud risk.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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