Fidelity National Information Services (NYSE:FIS) Issues FY 2026 Earnings Guidance

Fidelity National Information Services (NYSE:FIS) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 6.220-6.320 for the period, compared to the consensus estimate of 6.260. The company issued revenue guidance of $13.8 billion-$13.9 billion, compared to the consensus revenue estimate of $12.5 billion. Fidelity National Information Services also updated its Q1 2026 guidance to 1.260-1.300 EPS.

Analysts Set New Price Targets

Several research firms have commented on FIS. Susquehanna lowered their price target on shares of Fidelity National Information Services from $69.00 to $55.00 and set a “neutral” rating on the stock in a report on Wednesday. UBS Group upped their price objective on shares of Fidelity National Information Services from $82.00 to $83.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Weiss Ratings restated a “sell (d)” rating on shares of Fidelity National Information Services in a research report on Thursday, January 22nd. JPMorgan Chase & Co. cut their price target on Fidelity National Information Services from $80.00 to $65.00 and set an “overweight” rating for the company in a research note on Thursday, February 12th. Finally, Stephens lowered their price target on Fidelity National Information Services from $90.00 to $85.00 and set an “overweight” rating on the stock in a research report on Friday, January 16th. Eleven research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $72.72.

Fidelity National Information Services Price Performance

Shares of Fidelity National Information Services stock traded up $0.53 on Wednesday, hitting $48.64. 473,542 shares of the company were exchanged, compared to its average volume of 4,685,144. The company has a quick ratio of 0.53, a current ratio of 0.53 and a debt-to-equity ratio of 0.64. The company has a 50-day moving average price of $59.05 and a 200 day moving average price of $64.03. The stock has a market capitalization of $25.19 billion, a price-to-earnings ratio of 179.04, a price-to-earnings-growth ratio of 0.71 and a beta of 0.90. Fidelity National Information Services has a 1-year low of $46.16 and a 1-year high of $82.74.

Fidelity National Information Services (NYSE:FIS) last posted its quarterly earnings results on Tuesday, February 24th. The information technology services provider reported $1.68 EPS for the quarter, missing the consensus estimate of $1.69 by ($0.01). The company had revenue of $2.81 billion during the quarter, compared to analyst estimates of $2.74 billion. Fidelity National Information Services had a net margin of 1.45% and a return on equity of 19.76%. Fidelity National Information Services’s revenue for the quarter was up 8.2% compared to the same quarter last year. During the same period in the prior year, the business posted $1.40 EPS. Fidelity National Information Services has set its Q1 2026 guidance at 1.260-1.300 EPS and its FY 2026 guidance at 6.220-6.320 EPS. As a group, sell-side analysts predict that Fidelity National Information Services will post 5.74 earnings per share for the current fiscal year.

Fidelity National Information Services Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 24th. Stockholders of record on Tuesday, March 10th will be given a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a dividend yield of 3.6%. The ex-dividend date of this dividend is Tuesday, March 10th. This is a positive change from Fidelity National Information Services’s previous quarterly dividend of $0.40. Fidelity National Information Services’s dividend payout ratio is presently 592.59%.

Insider Transactions at Fidelity National Information Services

In other news, Director Jeffrey A. Goldstein bought 941 shares of Fidelity National Information Services stock in a transaction on Thursday, January 15th. The shares were bought at an average cost of $64.11 per share, with a total value of $60,327.51. Following the completion of the purchase, the director directly owned 14,529 shares of the company’s stock, valued at approximately $931,454.19. This trade represents a 6.93% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders own 0.21% of the company’s stock.

Fidelity National Information Services News Roundup

Here are the key news stories impacting Fidelity National Information Services this week:

• Positive Sentiment: Company set FY‑2026 revenue guidance of $13.8–$13.9B, materially above consensus, signalling strong top‑line acceleration for 2026. FIS Reports Full‑Year 2025 Results and Introduces 2026 Outlook
• Positive Sentiment: Q4 revenue of $2.81B topped estimates and was up ~8.2% year/year, supporting the growth narrative and validating demand for FIS’s banking/processing offerings. Earnings Release / Call Materials
• Positive Sentiment: Management highlighted AI and the Issuing acquisition as growth catalysts and one article noted management projecting up to ~30% revenue growth in 2026 as FIS doubles down on AI/banking innovation. Article on AI and 2026 growth
• Positive Sentiment: William Blair and other buyside coverage reaffirmed bullish views after the quarter (Buy rating reiterated), which supports medium‑term investor interest. Analyst Reiterate Buy
• Neutral Sentiment: Company hosted an earnings call emphasizing growth, cash and AI investments; content may support investor confidence but won’t offset near‑term guidance concerns on its own. Earnings Call Highlights
• Neutral Sentiment: Full Q4 earnings materials and transcript are available for deeper due diligence (useful for investors assessing durability of growth). Earnings Call Transcript
• Negative Sentiment: Susquehanna cut its price target from $69 to $55 and moved to Neutral — a signal that some sell‑side desks see limited near‑term upside and it likely amplified downward pressure. Susquehanna PT Cut
• Negative Sentiment: FIS set Q1 2026 EPS guidance of $1.260–$1.300, well below the consensus (~$1.57), creating short‑term earnings visibility concerns that weigh on the stock. Guidance Details
• Negative Sentiment: Q4 EPS of $1.68 missed estimates by $0.01 and analysts flagged rising expenses as a drag on margins — a caution for near‑term profitability despite revenue strength. EPS Miss / Cost Headwinds

Institutional Trading of Fidelity National Information Services

Institutional investors have recently made changes to their positions in the company. Dodge & Cox increased its stake in Fidelity National Information Services by 13.9% during the fourth quarter. Dodge & Cox now owns 49,113,297 shares of the information technology services provider’s stock worth $3,264,070,000 after purchasing an additional 6,008,090 shares during the period. Charles Schwab Investment Management Inc. increased its holdings in Fidelity National Information Services by 4.8% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 11,196,718 shares of the information technology services provider’s stock valued at $744,134,000 after buying an additional 514,490 shares during the last quarter. Invesco Ltd. raised its position in shares of Fidelity National Information Services by 5.6% during the 3rd quarter. Invesco Ltd. now owns 8,515,321 shares of the information technology services provider’s stock worth $561,500,000 after acquiring an additional 448,712 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in Fidelity National Information Services by 1.1% in the fourth quarter. Dimensional Fund Advisors LP now owns 5,972,374 shares of the information technology services provider’s stock valued at $396,961,000 after purchasing an additional 67,259 shares in the last quarter. Finally, Nuveen LLC boosted its holdings in Fidelity National Information Services by 27.8% in the fourth quarter. Nuveen LLC now owns 3,541,533 shares of the information technology services provider’s stock valued at $235,370,000 after purchasing an additional 769,296 shares in the last quarter. Hedge funds and other institutional investors own 96.23% of the company’s stock.

Fidelity National Information Services Company Profile

Fidelity National Information Services (NYSE: FIS) is a global provider of financial technology solutions and services for banks, capital markets firms, merchants and corporations. The company develops and delivers software, processing, and outsourcing services that support core banking, payments and merchant acquiring, wealth and retirement platforms, risk and compliance, and trading and capital markets operations. Its offerings include cloud-based and on-premises core banking systems, card processing and gateway services, e-commerce and point-of-sale payment solutions, and a range of back-office and advisory services designed to automate and modernize financial operations.

FIS serves a broad international client base across North America, Europe, Latin America, and the Asia-Pacific region through a combination of direct clients and partner channels.