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

Fidelity National Information Services (NYSE:FIS) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 6.220-6.320 for the period, compared to the consensus earnings per share estimate of 6.270. The company issued revenue guidance of $13.8 billion-$13.9 billion, compared to the consensus revenue estimate of $13.8 billion. Fidelity National Information Services also updated its Q2 2026 guidance to 1.450-1.490 EPS.

Fidelity National Information Services Trading Down 7.5%

NYSE FIS traded down $3.55 during mid-day trading on Friday, reaching $43.70. 7,166,439 shares of the stock were exchanged, compared to its average volume of 5,543,350. The stock has a market cap of $22.59 billion, a P/E ratio of 59.71, a P/E/G ratio of 0.45 and a beta of 0.82. The company has a debt-to-equity ratio of 0.65, a current ratio of 0.59 and a quick ratio of 0.59. Fidelity National Information Services has a one year low of $43.28 and a one year high of $82.74. The stock has a 50 day simple moving average of $48.06 and a 200-day simple moving average of $57.04.

Fidelity National Information Services (NYSE:FIS) last issued its quarterly earnings results on Friday, May 8th. The information technology services provider reported $1.36 EPS for the quarter, beating analysts’ consensus estimates of $1.28 by $0.08. Fidelity National Information Services had a net margin of 3.58% and a return on equity of 21.21%. The business had revenue of $3.30 billion for the quarter, compared to analysts’ expectations of $3.28 billion. During the same quarter in the prior year, the firm posted $1.21 earnings per share. The business’s quarterly revenue was up 30.1% compared to the same quarter last year. Fidelity National Information Services has set its FY 2026 guidance at 6.220-6.320 EPS and its Q2 2026 guidance at 1.450-1.490 EPS. On average, analysts anticipate that Fidelity National Information Services will post 6.27 EPS for the current year.

Fidelity National Information Services Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 11th will be issued a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a yield of 4.0%. The ex-dividend date is Thursday, June 11th. Fidelity National Information Services’s payout ratio is presently 241.10%.

Analyst Ratings Changes

A number of research firms have issued reports on FIS. BNP Paribas Exane cut their price target on Fidelity National Information Services from $47.00 to $40.00 and set an “underperform” rating on the stock in a report on Friday, April 10th. Citigroup decreased their price target on shares of Fidelity National Information Services from $70.00 to $53.00 and set a “neutral” rating for the company in a research note on Wednesday, February 25th. TD Cowen decreased their target price on Fidelity National Information Services from $89.00 to $78.00 and set a “buy” rating for the company in a research report on Wednesday, February 25th. UBS Group reduced their price objective on Fidelity National Information Services from $83.00 to $73.00 and set a “buy” rating for the company in a research note on Wednesday, February 25th. Finally, Cantor Fitzgerald began coverage on Fidelity National Information Services in a research report on Tuesday, January 27th. They set an “overweight” rating and a $72.00 target price on the stock. Thirteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Fidelity National Information Services currently has an average rating of “Moderate Buy” and a consensus price target of $67.10.

Insider Buying and Selling

In other Fidelity National Information Services news, CEO Stephanie Ferris purchased 19,846 shares of the company’s stock in a transaction that occurred on Thursday, March 5th. The shares were acquired at an average cost of $50.39 per share, for a total transaction of $1,000,039.94. Following the completion of the acquisition, the chief executive officer owned 281,458 shares of the company’s stock, valued at $14,182,668.62. The trade was a 7.59% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Company 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: Q1 results beat estimates: FIS reported $1.36 EPS vs. $1.28 expected and revenue of ~$3.29B (+30% YoY), showing margin expansion and solid top-line growth — supportive for near-term fundamentals. Fidelity National Information Services (FIS) Beats Q1 Earnings and Revenue Estimates
• Positive Sentiment: Management reiterated a 2026 free-cash-flow target of ~$2.1B and a longer-term goal of >$3B by 2028, tying growth plans to Anthropic AI agent rollouts — a clear strategic catalyst for improving cash conversion. FIS reiterates 2026 outlook for $2.1B free cash flow while targeting >$3B by 2028 through Anthropic AI agents rollout
• Positive Sentiment: Media coverage highlights the Anthropic partnership as a structural growth/AI-infrastructure story for banking tech, which could underpin longer-term investor confidence. FIS And Anthropic Signal A New Era Of AI In Banking
• Neutral Sentiment: Q2 FY2026 EPS guidance: $1.450–1.490 vs. consensus ~1.490 — a range that largely brackets the street number (slightly below the high end), so the update is essentially in-line rather than a clear beat or cut.
• Neutral Sentiment: FY2026 guidance: EPS $6.220–6.320 and revenue $13.8B–13.9B vs. consensus EPS ~6.270 and revenue ~13.8B — guidance is broadly in line with expectations, reducing surprise risk but offering limited upside surprise.
• Negative Sentiment: Despite the beat, the stock is underperforming peers and the broader group today, suggesting profit-taking and sector rotation are weighing on the name. Fidelity National Information Services Inc. stock underperforms Wednesday when compared to competitors
• Negative Sentiment: Valuation and technicals increase sensitivity: FIS trades at a high P/E and sits near its 12‑month low with the 50‑day and 200‑day moving averages well above the current price — factors that can amplify downward moves on any cautious commentary.

Hedge Funds Weigh In On Fidelity National Information Services

Several institutional investors have recently added to or reduced their stakes in the stock. Kemnay Advisory Services Inc. purchased a new position in Fidelity National Information Services in the fourth quarter valued at approximately $42,000. DV Equities LLC purchased a new stake in Fidelity National Information Services during the fourth quarter valued at about $48,000. Geneos Wealth Management Inc. boosted its position in Fidelity National Information Services by 70.1% during the first quarter. Geneos Wealth Management Inc. now owns 1,046 shares of the information technology services provider’s stock worth $78,000 after purchasing an additional 431 shares during the period. MUFG Securities EMEA plc purchased a new position in shares of Fidelity National Information Services in the second quarter worth about $127,000. Finally, Los Angeles Capital Management LLC bought a new stake in shares of Fidelity National Information Services in the fourth quarter valued at approximately $148,000. 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.