Fidelity National Information Services (NYSE:FIS) Price Target Lowered to $78.00 at TD Cowen

Fidelity National Information Services (NYSE:FIS) had its target price lowered by analysts at TD Cowen from $89.00 to $78.00 in a research note issued to investors on Wednesday,Fidelity reports. The firm currently has a “buy” rating on the information technology services provider’s stock. TD Cowen’s price objective would suggest a potential upside of 60.65% from the stock’s current price.

FIS has been the topic of several other research reports. Stephens cut their target price on Fidelity National Information Services from $90.00 to $85.00 and set an “overweight” rating on the stock in a research note on Friday, January 16th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $70.00 price objective on shares of Fidelity National Information Services in a report on Thursday, January 15th. Keefe, Bruyette & Woods reduced their target price on Fidelity National Information Services from $85.00 to $72.00 and set an “outperform” rating for the company in a research note on Wednesday. Royal Bank Of Canada reiterated an “outperform” rating and set a $69.00 price target on shares of Fidelity National Information Services in a research note on Tuesday. Finally, Weiss Ratings restated a “sell (d)” rating on shares of Fidelity National Information Services in a research note on Thursday, January 22nd. Eleven investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $72.72.

Fidelity National Information Services Stock Up 0.9%

Shares of FIS traded up $0.44 during mid-day trading on Wednesday, hitting $48.55. The company’s stock had a trading volume of 473,542 shares, compared to its average volume of 4,685,144. The company has a current ratio of 0.53, a quick ratio of 0.53 and a debt-to-equity ratio of 0.64. The company’s 50-day moving average is $59.05 and its 200-day moving average is $64.03. Fidelity National Information Services has a 52-week low of $46.16 and a 52-week high of $82.74. The firm has a market capitalization of $25.14 billion, a price-to-earnings ratio of 179.04, a PEG ratio of 0.71 and a beta of 0.90.

Fidelity National Information Services (NYSE:FIS) last issued its quarterly earnings data on Tuesday, February 24th. The information technology services provider reported $1.68 EPS for the quarter, missing analysts’ consensus estimates of $1.69 by ($0.01). The business had revenue of $2.81 billion during the quarter, compared to the consensus estimate of $2.74 billion. Fidelity National Information Services had a return on equity of 19.76% and a net margin of 1.45%.The business’s quarterly revenue was up 8.2% on a year-over-year basis. During the same period last year, the firm earned $1.40 EPS. 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. On average, equities research analysts forecast that Fidelity National Information Services will post 5.74 EPS for the current fiscal year.

Insiders Place Their Bets

In other Fidelity National Information Services news, Director Jeffrey A. Goldstein purchased 941 shares of the business’s stock in a transaction on Thursday, January 15th. The shares were bought at an average cost of $64.11 per share, for a total transaction of $60,327.51. Following the completion of the purchase, the director directly owned 14,529 shares of the company’s stock, 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 hyperlink. 0.21% of the stock is currently owned by corporate insiders.

Institutional Trading of Fidelity National Information Services

Large investors have recently modified their holdings of the stock. Salomon & Ludwin LLC grew its stake in shares of Fidelity National Information Services by 100.5% during the fourth quarter. Salomon & Ludwin LLC now owns 387 shares of the information technology services provider’s stock worth $26,000 after purchasing an additional 194 shares in the last quarter. NewSquare Capital LLC grew its stake in shares of Fidelity National Information Services by 115.1% in the 2nd quarter. NewSquare Capital LLC now owns 357 shares of the information technology services provider’s stock valued at $29,000 after purchasing an additional 191 shares during the last quarter. Root Financial Partners LLC acquired a new position in Fidelity National Information Services in the 3rd quarter valued at $29,000. LRI Investments LLC lifted its stake in shares of Fidelity National Information Services by 613.1% in the 3rd quarter. LRI Investments LLC now owns 435 shares of the information technology services provider’s stock worth $29,000 after acquiring an additional 374 shares during the period. Finally, Raiffeisen Bank International AG purchased a new stake in shares of Fidelity National Information Services in the third quarter valued at about $29,000. Hedge funds and other 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: Company set FY‑2026 revenue guidance of $13.8–$13.9B, materially above consensus, signalling strong top‑line acceleration for 2026. FIS Reports Full‑Year 2025 Results and Introduces 2026 Outlook
• Positive Sentiment: Q4 revenue of $2.81B topped estimates and was up ~8.2% year/year, supporting the growth narrative and validating demand for FIS’s banking/processing offerings. Earnings Release / Call Materials
• Positive Sentiment: Management highlighted AI and the Issuing acquisition as growth catalysts and one article noted management projecting up to ~30% revenue growth in 2026 as FIS doubles down on AI/banking innovation. Article on AI and 2026 growth
• Positive Sentiment: William Blair and other buyside coverage reaffirmed bullish views after the quarter (Buy rating reiterated), which supports medium‑term investor interest. Analyst Reiterate Buy
• Neutral Sentiment: Company hosted an earnings call emphasizing growth, cash and AI investments; content may support investor confidence but won’t offset near‑term guidance concerns on its own. Earnings Call Highlights
• Neutral Sentiment: Full Q4 earnings materials and transcript are available for deeper due diligence (useful for investors assessing durability of growth). Earnings Call Transcript
• Negative Sentiment: Susquehanna cut its price target from $69 to $55 and moved to Neutral — a signal that some sell‑side desks see limited near‑term upside and it likely amplified downward pressure. Susquehanna PT Cut
• Negative Sentiment: FIS set Q1 2026 EPS guidance of $1.260–$1.300, well below the consensus (~$1.57), creating short‑term earnings visibility concerns that weigh on the stock. Guidance Details
• Negative Sentiment: Q4 EPS of $1.68 missed estimates by $0.01 and analysts flagged rising expenses as a drag on margins — a caution for near‑term profitability despite revenue strength. EPS Miss / Cost Headwinds

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.