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Payments '24: Payment Tech & Processors
11 tickers · $64.67B total market cap
Group: Payments
The payments industry is poised for significant growth, emerging from depressed valuations. This is driven by the undeniable secular shift to digital and integrated payment solutions, particularly in the underserved B2B sector, supported by a stabilizing macroeconomic environment and technological advancements like AI.
Payments '24: Payment Tech & Processors tracks 11 publicly listed stocks in this theme: 8473.T, ACIW, BK, FISV, JKHY, OSPN, PAY, RPAY, TBBK, TFIN, WLN.PA. See the constituent table for details.
Thesis update: 2026-03-04
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Fiserv, Inc.FISV | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -6.02% | -10.67% | -2.62% | -0.14% | $29.88B | 9.0909 |
SBI Holdings, Inc.8473.T | 05/01/2026 (BMO) | 05/01/2026 (BMO) | -2.81% | -0.06% | -9.59% | -4.24% | $12.66B | 9.0909 |
Jack Henry & Associates, Inc.JKHY | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 6.50% | -6.32% | -15.61% | -1.67% | $10.17B | 9.0909 |
ACI Worldwide, Inc.ACIW | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -4.34% | 5.18% | 9.05% | -6.42% | $4.33B | 9.0909 |
Paymentus Holdings, Inc.PAY | 05/04/2026 (AMC) | 05/04/2026 (AMC) | -0.90% | -4.97% | 18.36% | -8.49% | $3.02B | 9.0909 |
The Bancorp, Inc.TBBK | 04/23/2026 (AMC) | 04/23/2026 (AMC) | -15.72% | -3.76% | 1.73% | -7.41% | $2.26B | 9.0909 |
Triumph Financial, Inc.TFIN | 04/21/2026 (AMC) | 04/21/2026 (AMC) | -10.26% | -5.86% | 6.00% | -0.67% | $1.49B | 9.0909 |
OneSpan Inc.OSPN | 04/30/2026 (AMC) | 04/30/2026 (AMC) | -2.90% | 0.44% | 4.89% | 8.23% | $463.0M | 9.0909 |
Repay Holdings CorporationRPAY | 05/04/2026 (AMC) | 05/04/2026 (AMC) | 1.07% | -7.51% | 40.85% | -3.92% | $302.1M | 9.0909 |
Worldline S.A.WLN.PA | 02/25/2026 (AMC) | — | 8.27% | — | -81.33% | — | $101.7M | 9.0909 |
The Bank of New York Mellon CorporationBK | 04/16/2026 (BMO) | 04/16/2026 (BMO) | 3.26% | 2.38%* | 5.92% | 0.90% | — | 9.0909 |
| Average | -2.17% | -3.12% | -2.03% | -2.38% | $6.47B | 9.0909 | ||
| Median | -2.81% | -4.36% | 4.89% | -2.79% | $2.64B | 9.0909 | ||
| Std Dev | 6.71% | 4.68% | 28.76% | 4.65% | $8.80B | 0.0% | ||
| Min | -15.72% | -10.67% | -81.33% | -8.49% | $101.7M | 9.0909 | ||
| Max | 8.27% | 5.18% | 40.85% | 8.23% | $29.88B | 9.0909 | ||
| % Positive Tickers | 36.36% | 30.00% | 63.64% | 20.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.