Fidelity National Information Services (NYSE:FIS) Announces Earnings Results, Misses Estimates By $0.01 EPS

Fidelity National Information Services (NYSE:FIS) issued its quarterly earnings results on Tuesday. The information technology services provider reported $1.68 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.69 by ($0.01), FiscalAI reports. The business had revenue of $2.81 billion for the quarter, compared to analysts’ expectations of $2.74 billion. Fidelity National Information Services had a return on equity of 21.21% and a net margin of 3.58%.The business’s revenue for the quarter was up 8.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.40 EPS. Fidelity National Information Services updated its Q1 2026 guidance to 1.260-1.300 EPS and its FY 2026 guidance to 6.220-6.320 EPS.

Here are the key takeaways from Fidelity National Information Services’ conference call:

• FIS reported a strong 2025 finish with adjusted revenue +5.8%, adjusted EPS of $5.75 (up >10%), free cash flow of $1.6 billion (up 19%), returned $2.1 billion to shareholders, and a 10% dividend increase.
• The acquisition of Total Issuing Solutions and the merchant divestiture reshape FIS into a pure financial‑services platform with >1 billion accounts and ~73 billion annual transactions, unlocking cross‑sell, a touted “AI moat,” and synergy targets of $45M (revenue) and $125M (expenses) over three years.
• Management’s 2026 outlook calls for durable growth and cash generation — adjusted revenue +30–31% (pro forma +5.1–5.7%), adjusted EPS up 8–10% to $6.22–$6.32, and free cash flow >$2 billion in 2026 with a plan to double FCF to >$3 billion by 2028.
• Near‑term margin and capital dynamics include headwinds from declining Worldpay TSA income (≈40 bps), M&A dilution, higher corporate expenses versus an easy prior year, a $40M pre‑tax/ $0.07 EPS adjustment from reclassifications, and a temporary pause on buybacks to prioritize deleveraging.

Fidelity National Information Services Stock Up 1.9%

Shares of FIS opened at $49.01 on Thursday. Fidelity National Information Services has a 52-week low of $46.16 and a 52-week high of $82.74. The company has a quick ratio of 0.53, a current ratio of 0.59 and a debt-to-equity ratio of 0.65. The stock has a fifty day simple moving average of $58.71 and a two-hundred day simple moving average of $63.93. The company has a market capitalization of $25.38 billion, a PE ratio of 67.13, a price-to-earnings-growth ratio of 0.72 and a beta of 0.90.

Fidelity National Information Services Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 24th. Shareholders of record on Tuesday, March 10th will be issued a $0.44 dividend. This represents a $1.76 annualized dividend and a yield of 3.6%. The ex-dividend date is Tuesday, March 10th. This is an increase from Fidelity National Information Services’s previous quarterly dividend of $0.40. Fidelity National Information Services’s dividend payout ratio (DPR) is currently 592.59%.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the stock. Wolfe Research decreased their price objective on shares of Fidelity National Information Services from $90.00 to $70.00 and set an “outperform” rating on the stock in a report on Wednesday. Cantor Fitzgerald assumed coverage on shares of Fidelity National Information Services in a research note on Tuesday, January 27th. They issued an “overweight” rating and a $72.00 price target on the stock. Weiss Ratings reiterated a “sell (d)” rating on shares of Fidelity National Information Services in a report on Thursday, January 22nd. Royal Bank Of Canada reduced their target price on Fidelity National Information Services from $86.00 to $69.00 and set an “outperform” rating for the company in a report on Tuesday. Finally, JPMorgan Chase & Co. lowered their price target on Fidelity National Information Services from $80.00 to $65.00 and set an “overweight” rating on the stock in a research note on Thursday, February 12th. Eleven analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $72.17.

Fidelity National Information Services News Roundup

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

• Positive Sentiment: Company issued strong full‑year revenue guidance ($13.8–13.9B) and emphasized AI and banking‑innovation initiatives, signaling a meaningful growth trajectory for 2026. Read More.
• Positive Sentiment: Q4 revenue beat: revenue of $2.81B topped estimates and was up ~8.2% year‑over‑year, suggesting demand for FIS’s banking and payments products remains healthy. Read More.
• Positive Sentiment: Short interest fell sharply (~21.7% month‑over‑month to ~12.5M shares), reducing potential short‑squeeze risk and indicating less bearish positioning. (Market data)
• Neutral Sentiment: EPS missed by only $0.01 (reported $1.68 vs $1.69 est.), a marginal miss that tempers but does not negate the revenue beat. Read More.
• Negative Sentiment: First‑quarter EPS guide (1.26–1.30) is well below consensus (~1.57), raising near‑term earnings concerns and likely pressuring the stock. Read More.
• Negative Sentiment: Multiple analysts cut price targets and trimmed upside (Citigroup to $53, Susquehanna to $55, Wolfe to $70, Keefe to $72, UBS to $73, TD Cowen to $78), increasing selling pressure despite some firms keeping buy/outperform ratings. Read More. Read More. Read More. Read More. Read More. Read More.

Insider Activity

In other news, Director Jeffrey A. Goldstein acquired 941 shares of the business’s stock in a transaction that occurred on Thursday, January 15th. The stock was purchased at an average cost of $64.11 per share, for a total transaction of $60,327.51. Following the completion of the transaction, the director owned 14,529 shares in the company, valued at approximately $931,454.19. This trade represents a 6.93% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Corporate insiders own 0.21% of the company’s stock.

Institutional Trading of Fidelity National Information Services

Institutional investors have recently made changes to their positions in the company. Dodge & Cox grew its position in 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 worth $3,264,070,000 after acquiring an additional 6,008,090 shares during the period. Charles Schwab Investment Management Inc. lifted its stake in shares of Fidelity National Information Services by 4.8% in the 4th 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 purchasing an additional 514,490 shares during the last quarter. Invesco Ltd. grew its holdings 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 purchasing an additional 448,712 shares during the period. Dimensional Fund Advisors LP increased its position in shares of Fidelity National Information Services by 1.1% during the 4th quarter. Dimensional Fund Advisors LP now owns 5,972,374 shares of the information technology services provider’s stock worth $396,961,000 after purchasing an additional 67,259 shares during the last quarter. Finally, Nuveen LLC raised its holdings in Fidelity National Information Services by 27.8% in the 4th quarter. Nuveen LLC now owns 3,541,533 shares of the information technology services provider’s stock valued at $235,370,000 after buying an additional 769,296 shares during the period. Hedge funds and other institutional investors own 96.23% of the company’s stock.

About Fidelity National Information Services

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.