Fidelity National Information Services (NYSE:FIS) Releases Q3 2026 Earnings Guidance

Fidelity National Information Services (NYSE:FIS) issued an update on its third quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 1.580-1.620 for the period, compared to the consensus earnings per share estimate of 1.650. The company issued revenue guidance of $3.4 billion-$3.4 billion, compared to the consensus revenue estimate of $3.5 billion. Fidelity National Information Services also updated its FY 2026 guidance to 6.150-6.240 EPS.

Wall Street Analysts Forecast Growth

FIS has been the topic of several recent analyst reports. UBS Group reduced their target price on Fidelity National Information Services from $73.00 to $63.00 and set a “buy” rating on the stock in a research report on Monday, May 11th. Keefe, Bruyette & Woods lowered their price target on Fidelity National Information Services from $72.00 to $68.00 and set an “outperform” rating for the company in a report on Tuesday, April 7th. Morgan Stanley began coverage on Fidelity National Information Services in a research note on Tuesday, July 7th. They set an “equal weight” rating and a $47.00 price target on the stock. Stephens cut their price objective on shares of Fidelity National Information Services from $85.00 to $65.00 and set an “overweight” rating on the stock in a report on Friday, May 8th. Finally, Citigroup decreased their price objective on shares of Fidelity National Information Services from $53.00 to $48.00 in a research report on Friday, May 8th. Thirteen equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $58.68.

Fidelity National Information Services Stock Performance

FIS stock traded down $2.37 during midday trading on Tuesday, reaching $42.41. The stock had a trading volume of 6,418,499 shares, compared to its average volume of 6,008,036. The stock has a market cap of $21.92 billion, a PE ratio of 8.21, a P/E/G ratio of 0.44 and a beta of 0.77. The company has a debt-to-equity ratio of 1.05, a quick ratio of 0.59 and a current ratio of 0.59. The firm has a fifty day simple moving average of $41.08 and a two-hundred day simple moving average of $46.44. Fidelity National Information Services has a 52-week low of $37.42 and a 52-week high of $76.49.

Fidelity National Information Services (NYSE:FIS) last posted its quarterly earnings results on Tuesday, August 4th. The information technology services provider reported $1.48 earnings per share for the quarter, beating the consensus estimate of $1.47 by $0.01. Fidelity National Information Services had a return on equity of 21.30% and a net margin of 23.35%.The company’s revenue for the quarter was up 29.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.36 EPS. Fidelity National Information Services has set its FY 2026 guidance at 6.150-6.240 EPS and its Q3 2026 guidance at 1.580-1.620 EPS. As a group, equities research analysts anticipate that Fidelity National Information Services will post 6.27 EPS for the current year.

Fidelity National Information Services Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, September 11th will be given a $0.44 dividend. The ex-dividend date is Friday, September 11th. This represents a $1.76 dividend on an annualized basis and a yield of 4.2%. Fidelity National Information Services’s dividend payout ratio is currently 34.11%.

Key Stories Impacting Fidelity National Information Services

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

• Positive Sentiment: FIS reported second-quarter adjusted earnings of $1.48 per share, slightly above the $1.47 consensus estimate and up from $1.36 a year earlier. Quarterly revenue increased 29.1% year over year, while management highlighted recurring growth, margin expansion and stronger cash generation. FIS Reports Second Quarter 2026 Results
• Positive Sentiment: Options activity was unusually bullish, with traders purchasing 4,004 call options—105% above the average daily call volume of 1,949 contracts. This may indicate increased speculative interest in a potential recovery for FIS, although options activity does not guarantee future stock performance.
• Neutral Sentiment: Analysts are also examining key operating metrics from the June 2026 quarter to determine whether the earnings beat reflects sustainable business improvement beyond the headline EPS result. Key Metrics for FIS Q2 Earnings
• Negative Sentiment: FIS lowered its outlook relative to consensus expectations. Third-quarter EPS guidance of $1.58–$1.62 is below the $1.65 estimate, while revenue guidance of approximately $3.4 billion trails the $3.5 billion consensus.
• Negative Sentiment: Full-year 2026 EPS guidance of $6.15–$6.24 is below the $6.28 consensus, and projected revenue of $13.6–$13.7 billion is below the $13.8 billion estimate. The guidance shortfall appears to outweigh the modest second-quarter earnings beat. FIS Tops Q2 Earnings Estimates

Institutional Trading of Fidelity National Information Services

Institutional investors and hedge funds have recently bought and sold shares of the business. Dodge & Cox increased its position in shares of Fidelity National Information Services by 13.9% in the fourth quarter. Dodge & Cox now owns 49,113,297 shares of the information technology services provider’s stock valued at $3,264,070,000 after buying an additional 6,008,090 shares in the last quarter. Balyasny Asset Management L.P. lifted its position in shares of Fidelity National Information Services by 585.9% during the 3rd quarter. Balyasny Asset Management L.P. now owns 2,365,322 shares of the information technology services provider’s stock valued at $155,969,000 after buying an additional 2,852,118 shares in the last quarter. Pinebridge Investments LLC acquired a new stake in Fidelity National Information Services in the 4th quarter valued at $114,799,000. TOMS Capital Investment Management LP acquired a new stake in Fidelity National Information Services in the 4th quarter valued at $110,589,000. Finally, AQR Capital Management LLC increased its holdings in Fidelity National Information Services by 71.7% in the 2nd quarter. AQR Capital Management LLC now owns 2,483,575 shares of the information technology services provider’s stock worth $201,294,000 after acquiring an additional 1,037,100 shares in the last quarter. 96.23% of the stock is currently owned by institutional investors and hedge funds.

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.