Keefe, Bruyette & Woods Cuts Fidelity National Information Services (NYSE:FIS) Price Target to $72.00

Fidelity National Information Services (NYSE:FIS) had its price objective trimmed by Keefe, Bruyette & Woods from $85.00 to $72.00 in a research note released on Wednesday morning,Benzinga reports. The firm currently has an outperform rating on the information technology services provider’s stock.

Several other equities research analysts have also recently weighed in on the stock. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $70.00 price target on shares of Fidelity National Information Services in a research report on Thursday, January 15th. BNP Paribas Exane dropped their target price on shares of Fidelity National Information Services from $60.00 to $55.00 and set an “underperform” rating for the company in a report on Tuesday, January 20th. Compass Point reduced their price target on Fidelity National Information Services from $90.00 to $81.00 and set a “buy” rating on the stock in a report on Tuesday, January 13th. Truist Financial dropped their price objective on Fidelity National Information Services from $72.00 to $70.00 and set a “hold” rating for the company in a report on Wednesday, November 19th. Finally, Weiss Ratings reiterated a “sell (d)” rating on shares of Fidelity National Information Services in a research report on Thursday, January 22nd. Thirteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Fidelity National Information Services currently has an average rating of “Moderate Buy” and a consensus target price of $70.50.

Fidelity National Information Services Trading Down 0.5%

NYSE FIS opened at $50.81 on Wednesday. The firm has a market cap of $26.13 billion, a PE ratio of 69.60, a price-to-earnings-growth ratio of 0.48 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. The stock has a 50-day moving average of $58.11 and a 200-day moving average of $63.71. The company has a current ratio of 0.59, a quick ratio of 0.53 and a debt-to-equity ratio of 0.65.

Fidelity National Information Services (NYSE:FIS) last posted its quarterly earnings results on Tuesday, February 24th. The information technology services provider reported $1.68 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.69 by ($0.01). The company had revenue of $2.81 billion for the quarter, compared to the consensus estimate of $2.74 billion. Fidelity National Information Services had a return on equity of 21.21% and a net margin of 3.58%.Fidelity National Information Services’s revenue was up 8.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.40 earnings per share. 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 forecast that Fidelity National Information Services will post 5.74 EPS for the current year.

Fidelity National Information Services Increases Dividend

The company also recently disclosed 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 dividend on an annualized basis and a yield of 3.5%. This is a positive change from Fidelity National Information Services’s previous quarterly dividend of $0.40. The ex-dividend date is Tuesday, March 10th. Fidelity National Information Services’s dividend payout ratio is currently 219.18%.

Insider Buying and Selling

In other Fidelity National Information Services news, Director Jeffrey A. Goldstein bought 941 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were purchased at an average price of $64.11 per share, for a total transaction of $60,327.51. Following the acquisition, the director owned 14,529 shares in the company, valued at approximately $931,454.19. This represents a 6.93% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Fidelity National Information Services

Several hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. boosted its position in shares of Fidelity National Information Services by 0.6% in the 2nd quarter. Vanguard Group Inc. now owns 63,019,323 shares of the information technology services provider’s stock worth $5,130,403,000 after purchasing an additional 376,499 shares in the last quarter. Dodge & Cox raised its position in shares of Fidelity National Information Services by 13.9% in the 4th 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 last quarter. Capital Research Global Investors boosted its stake in Fidelity National Information Services by 0.6% in the 4th quarter. Capital Research Global Investors now owns 28,129,710 shares of the information technology services provider’s stock worth $1,869,507,000 after purchasing an additional 172,356 shares in the last quarter. Geode Capital Management LLC raised its holdings in Fidelity National Information Services by 0.4% in the second quarter. Geode Capital Management LLC now owns 13,288,097 shares of the information technology services provider’s stock worth $1,077,157,000 after buying an additional 48,968 shares during the last quarter. Finally, Boston Partners lifted its stake in shares of Fidelity National Information Services by 10.5% in the second quarter. Boston Partners now owns 11,820,211 shares of the information technology services provider’s stock worth $958,537,000 after buying an additional 1,122,181 shares in the last quarter. Institutional investors own 96.23% of the company’s stock.

Fidelity National Information Services News Summary

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

• Positive Sentiment: TD Cowen set a new $78 price target, signaling continued bullish conviction from some analysts which can limit downside. FIS Given New $78.00 Price Target at TD Cowen
• Positive Sentiment: Short interest dropped ~21.7% in February to ~12.5M shares (≈2.4% of float). Reduced short activity can remove a layer of selling pressure and dampen volatility. Short Interest Report
• Neutral Sentiment: Argus and several outlets discuss FIS’s product roadmap (including an AI risk suite) and 2025 results — these could provide a longer-term narrative boost if execution follows, but clarity on revenue/profit impact is still evolving. Will FIS’s 2025 Results and New AI Risk Suite Redefine Fidelity National’s (FIS) Fintech Narrative?
• Neutral Sentiment: Market-wide volatility (S&P 500 futures) is cited as context for trading; that macro pressure can move FIS independently of company-specific fundamentals. Fidelity Strategically As S&P 500 Futures Reflect Market Volatility
• Negative Sentiment: Raymond James cut its target to $60 (from $82) despite an Outperform rating — downward revisions from well-known desks are pressuring the stock. Raymond James Adjusts Price Target on FIS to $60
• Negative Sentiment: Wells Fargo trimmed its target to $67 (from $81) while keeping an Overweight rating — another downgrade that may prompt near-term selling. Wells Fargo Adjusts Price Target on FIS to $67
• Negative Sentiment: Several other shops cut targets (Susquehanna to $55, Keefe Bruyette to $72, Wolfe to $70, Citi to $53), collectively signaling reduced near-term confidence and adding selling pressure. Multiple Analyst Target Changes
• Negative Sentiment: FIS announced proposed offerings of Euro- and USD-denominated senior notes to repay short-term debt tied to the Global Payments Issuer Solutions acquisition — markets often view new debt issuance around big acquisitions as an execution and leverage risk. FIS Announces Proposed Offerings of Senior Notes

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.