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

Fidelity National Information Services (NYSE:FIS) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 6.150-6.240 for the period, compared to the consensus EPS estimate of 6.280. The company issued revenue guidance of $13.6 billion-$13.7 billion, compared to the consensus revenue estimate of $13.8 billion. Fidelity National Information Services also updated its Q3 2026 guidance to 1.580-1.620 EPS.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the stock. Weiss Ratings upgraded shares of Fidelity National Information Services from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, July 28th. UBS Group reaffirmed a “neutral” rating and set a $49.00 target price (down from $63.00) on shares of Fidelity National Information Services in a research note on Wednesday. Keefe, Bruyette & Woods cut their price target on Fidelity National Information Services from $60.00 to $56.00 and set an “outperform” rating on the stock in a research note on Wednesday. Wall Street Zen downgraded Fidelity National Information Services from a “buy” rating to a “hold” rating in a report on Sunday, May 17th. Finally, Stephens reduced their price target on shares of Fidelity National Information Services from $85.00 to $65.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Twelve research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Fidelity National Information Services currently has an average rating of “Hold” and an average price target of $56.55.

Fidelity National Information Services Price Performance

Shares of FIS opened at $42.15 on Thursday. Fidelity National Information Services has a fifty-two week low of $37.42 and a fifty-two week high of $72.91. The stock has a market capitalization of $21.78 billion, a PE ratio of 6.50, a PEG ratio of 0.44 and a beta of 0.77. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.59 and a current ratio of 0.53. The company has a 50 day moving average price of $41.14 and a 200-day moving average price of $46.15.

Fidelity National Information Services (NYSE:FIS) last released its earnings results on Tuesday, August 4th. The information technology services provider reported $1.48 EPS for the quarter, topping analysts’ consensus estimates of $1.47 by $0.01. The company had revenue of $3.38 billion during the quarter, compared to analysts’ expectations of $3.38 billion. Fidelity National Information Services had a net margin of 27.64% and a return on equity of 20.95%. Fidelity National Information Services’s revenue for the quarter was up 29.1% on a year-over-year basis. During the same period last year, the business earned $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. Equities analysts predict that Fidelity National Information Services will post 6.22 earnings per share for the current fiscal 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 issued a dividend of $0.44 per share. The ex-dividend date of this dividend is Friday, September 11th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 4.2%. Fidelity National Information Services’s payout ratio is 27.04%.

Fidelity National Information Services News Summary

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, ahead of the $1.47 consensus estimate, with revenue of $3.38 billion in line with expectations. Revenue increased 29.1% year over year, and Banking Solutions contributed to stronger growth and margins. FIS Tops Q2 Earnings Estimates
• Positive Sentiment: The company launched its Digital One Commercial platform in the Asia-Pacific region, giving banks a core-agnostic, composable platform to expand commercial banking services. The rollout supports FIS’s strategy to deepen its banking, payments and issuing businesses. FIS Launches Digital One Commercial
• Positive Sentiment: Unusually heavy call-option activity indicates some traders are positioning for a recovery; reported call purchases were roughly double typical volume. This is a market signal rather than a change to FIS’s fundamentals.
• Neutral Sentiment: TD Cowen, Wells Fargo, KBW and RBC maintained bullish ratings, with revised targets ranging from $53 to $58. TD Cowen’s $58 target still implies substantial potential upside from the recent trading level. TD Cowen Lowers FIS Price Target
• Negative Sentiment: FIS lowered its 2026 revenue and earnings outlook, overshadowing the quarterly earnings beat and prompting reports that the shares slumped. The company’s current full-year EPS guidance is $6.15–$6.24, while third-quarter guidance is $1.58–$1.62.
• Negative Sentiment: Several firms cut their targets: UBS to $49, Citi to $45, Barclays to $43, KBW to $56, RBC to $53, Wells Fargo to $58 and TD Cowen to $58. Ratings range from neutral/equal weight to outperform or buy, reflecting reduced estimates but continued confidence in longer-term upside.
• Negative Sentiment: Industry commentary highlights rising technology costs and pressure on consumer spending, which could weigh on margins across payment and transaction-processing companies, including FIS. Zacks Industry Outlook

Hedge Funds Weigh In On Fidelity National Information Services

Institutional investors and hedge funds have recently modified their holdings of the business. Brighton Jones LLC acquired a new position in Fidelity National Information Services in the 4th quarter valued at $347,000. 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 acquiring an additional 431 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in Fidelity National Information Services in the 2nd quarter valued at about $302,000. Marshall Wace LLP purchased a new position in Fidelity National Information Services in the 2nd quarter worth approximately $4,896,000. Finally, Cresset Asset Management LLC increased its holdings in shares of Fidelity National Information Services by 20.5% during the 2nd quarter. Cresset Asset Management LLC now owns 5,290 shares of the information technology services provider’s stock worth $431,000 after buying an additional 901 shares during 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.