Fidelity National Information Services (NYSE:FIS) Updates Q2 2026 Earnings Guidance

Fidelity National Information Services (NYSE:FIS) issued an update on its second quarter 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 1.450-1.490 for the period, compared to the consensus earnings per share estimate of 1.490. The company issued revenue guidance of $3.4 billion-$3.4 billion, compared to the consensus revenue estimate of $3.4 billion. Fidelity National Information Services also updated its FY 2026 guidance to 6.220-6.320 EPS.

Fidelity National Information Services Stock Down 7.9%

FIS opened at $43.51 on Friday. Fidelity National Information Services has a fifty-two week low of $43.28 and a fifty-two week high of $82.74. The company has a debt-to-equity ratio of 0.65, a current ratio of 0.59 and a quick ratio of 0.59. The firm’s fifty day moving average price is $48.06 and its two-hundred day moving average price is $57.04. The company has a market capitalization of $22.49 billion, a P/E ratio of 8.43, a P/E/G ratio of 0.43 and a beta of 0.82.

Fidelity National Information Services (NYSE:FIS) last posted its quarterly earnings results on Friday, May 8th. The information technology services provider reported $1.36 earnings per share for the quarter, topping 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 firm had revenue of $3.30 billion for the quarter, compared to the consensus estimate of $3.28 billion. During the same quarter in the previous year, the company earned $1.21 earnings per share. The business’s 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 6.28 EPS for the current year.

Fidelity National Information Services Dividend Announcement

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

Analysts Set New Price Targets

A number of equities research analysts have weighed in on FIS shares. Wells Fargo & Company decreased their price target on shares of Fidelity National Information Services from $81.00 to $67.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 25th. UBS Group decreased their price target on shares of Fidelity National Information Services from $83.00 to $73.00 and set a “buy” rating on the stock in a research note on Wednesday, February 25th. Oppenheimer reduced their target price on shares of Fidelity National Information Services from $69.00 to $62.00 in a research note on Friday. Keefe, Bruyette & Woods reduced their target price on shares of Fidelity National Information Services from $72.00 to $68.00 and set an “outperform” rating on the stock in a research note on Tuesday, April 7th. Finally, Truist Financial reduced their target price on shares of Fidelity National Information Services from $57.00 to $50.00 and set a “hold” rating on the stock in a research note on Friday, April 24th. Thirteen equities research 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. According to data from MarketBeat, Fidelity National Information Services has an average rating of “Moderate Buy” and an average price target of $65.10.

Insider Activity at Fidelity National Information Services

In other news, CEO Stephanie Ferris bought 19,846 shares of Fidelity National Information Services stock in a transaction dated Thursday, March 5th. The shares were bought at an average price of $50.39 per share, for a total transaction of $1,000,039.94. Following the purchase, the chief executive officer owned 281,458 shares of the company’s stock, valued at approximately $14,182,668.62. This trade represents a 7.59% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.21% of the company’s stock.

Key Fidelity National Information Services News

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

• Positive Sentiment: FIS beat first-quarter expectations, reporting adjusted EPS of $1.36 versus $1.28 expected and revenue of about $3.29 billion versus $3.28 billion expected. Management said Banking Solutions revenue surged 45%, margins expanded, and cash flow generation remained strong. Article FIS Reports First Quarter 2026 Results and Reiterates Full-Year Outlook
• Positive Sentiment: The company reiterated its full-year 2026 outlook and said it expects about $2.1 billion in free cash flow this year, with a longer-term goal of more than $3 billion by 2028 as it expands AI-driven offerings and partnerships. Article FIS reiterates 2026 outlook for $2.1B free cash flow while targeting >$3B by 2028 through Anthropic AI agents rollout
• Neutral Sentiment: FIS also reaffirmed full-year 2026 guidance of $6.22-$6.32 in adjusted EPS and $13.8-$13.9 billion in revenue, which is broadly in line with Wall Street expectations. Article FIS Tops Q1 Earnings on Banking Solutions Growth, Margin Expansion
• Negative Sentiment: The stock may be under pressure because second-quarter EPS guidance of $1.45-$1.49 only meets or slightly trails consensus, leaving limited room for an upside surprise near term. Article FIS Tops Q1 Earnings on Banking Solutions Growth, Margin Expansion

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in FIS. Kemnay Advisory Services Inc. bought a new position in shares of Fidelity National Information Services in the fourth quarter valued at about $42,000. DV Equities LLC bought a new position in shares of Fidelity National Information Services in the fourth quarter valued at about $48,000. Geneos Wealth Management Inc. raised its holdings in shares of Fidelity National Information Services by 70.1% in the first quarter. Geneos Wealth Management Inc. now owns 1,046 shares of the information technology services provider’s stock valued at $78,000 after buying an additional 431 shares during the last quarter. MUFG Securities EMEA plc bought a new position in shares of Fidelity National Information Services in the second quarter valued at about $127,000. Finally, Los Angeles Capital Management LLC bought a new position in shares of Fidelity National Information Services in the fourth quarter valued at about $148,000. 96.23% of the stock is owned by institutional investors.

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.