Fidelity National Information Services (NYSE:FIS) Posts Earnings Results, Misses Expectations By $0.01 EPS

Fidelity National Information Services (NYSE:FIS) announced its quarterly earnings data on Tuesday. The information technology services provider reported $1.68 EPS for the quarter, missing analysts’ consensus estimates of $1.69 by ($0.01), FiscalAI reports. The company had revenue of $2.81 billion for the quarter, compared to analysts’ expectations of $2.74 billion. Fidelity National Information Services had a net margin of 1.45% and a return on equity of 19.76%. The business’s revenue for the quarter was up 8.2% on a year-over-year basis. During the same period in the previous year, the firm posted $1.40 earnings per share. Fidelity National Information Services updated its Q1 2026 guidance to 1.260-1.300 EPS and its FY 2026 guidance to 6.220-6.320 EPS.

Here are the key takeaways from Fidelity National Information Services’ conference call:

• FIS reported a strong 2025 finish with adjusted revenue +5.8%, adjusted EPS of $5.75 (up >10%), free cash flow of $1.6 billion (up 19%), returned $2.1 billion to shareholders, and a 10% dividend increase.
• The acquisition of Total Issuing Solutions and the merchant divestiture reshape FIS into a pure financial‑services platform with >1 billion accounts and ~73 billion annual transactions, unlocking cross‑sell, a touted “AI moat,” and synergy targets of $45M (revenue) and $125M (expenses) over three years.
• Management’s 2026 outlook calls for durable growth and cash generation — adjusted revenue +30–31% (pro forma +5.1–5.7%), adjusted EPS up 8–10% to $6.22–$6.32, and free cash flow >$2 billion in 2026 with a plan to double FCF to >$3 billion by 2028.
• Near‑term margin and capital dynamics include headwinds from declining Worldpay TSA income (≈40 bps), M&A dilution, higher corporate expenses versus an easy prior year, a $40M pre‑tax/ $0.07 EPS adjustment from reclassifications, and a temporary pause on buybacks to prioritize deleveraging.

Fidelity National Information Services Stock Up 1.2%

Shares of FIS opened at $48.67 on Wednesday. The company has a quick ratio of 0.53, a current ratio of 0.53 and a debt-to-equity ratio of 0.64. The company has a 50-day moving average price of $59.05 and a two-hundred day moving average price of $64.03. The stock has a market cap of $25.20 billion, a price-to-earnings ratio of 179.69, a P/E/G ratio of 0.71 and a beta of 0.90. Fidelity National Information Services has a 12 month low of $46.16 and a 12 month high of $82.74.

Fidelity National Information Services Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 24th. Investors of record on Tuesday, March 10th will be given a $0.44 dividend. This represents a $1.76 annualized dividend and a yield of 3.6%. This is a boost from Fidelity National Information Services’s previous quarterly dividend of $0.40. The ex-dividend date of this dividend is Tuesday, March 10th. Fidelity National Information Services’s dividend payout ratio (DPR) is currently 592.59%.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. Stephens reduced their target price on Fidelity National Information Services from $90.00 to $85.00 and set an “overweight” rating for the company in a report on Friday, January 16th. Susquehanna dropped their target price on shares of Fidelity National Information Services from $69.00 to $55.00 and set a “neutral” rating on the stock in a report on Wednesday. Wolfe Research decreased their price target on shares of Fidelity National Information Services from $90.00 to $70.00 and set an “outperform” rating for the company in a report on Wednesday. Royal Bank Of Canada restated an “outperform” rating and set a $69.00 target price on shares of Fidelity National Information Services in a research note on Tuesday. Finally, Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $70.00 price target on shares of Fidelity National Information Services in a report on Thursday, January 15th. Eleven research 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, the stock presently has a consensus rating of “Hold” and an average target price of $72.72.

Insider Activity

In related news, Director Jeffrey A. Goldstein bought 941 shares of the business’s stock in a transaction that occurred on Thursday, January 15th. The stock was acquired at an average price of $64.11 per share, for a total transaction of $60,327.51. Following the transaction, the director directly owned 14,529 shares of the company’s stock, valued at $931,454.19. This represents a 6.93% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Fidelity National Information Services

Several large investors have recently made changes to their positions in the company. BOKF NA lifted its stake in shares of Fidelity National Information Services by 0.6% in the 3rd quarter. BOKF NA now owns 28,031 shares of the information technology services provider’s stock valued at $1,848,000 after purchasing an additional 159 shares during the period. Fiduciary Trust Co grew its position in shares of Fidelity National Information Services by 4.9% in the 3rd quarter. Fiduciary Trust Co now owns 3,465 shares of the information technology services provider’s stock worth $228,000 after buying an additional 161 shares during the period. FJ Capital Management LLC lifted its position in Fidelity National Information Services by 4.7% during the 2nd quarter. FJ Capital Management LLC now owns 3,600 shares of the information technology services provider’s stock valued at $293,000 after acquiring an additional 163 shares during the period. Pinnacle Financial Partners Inc. boosted its stake in Fidelity National Information Services by 6.4% during the third quarter. Pinnacle Financial Partners Inc. now owns 3,732 shares of the information technology services provider’s stock worth $246,000 after acquiring an additional 223 shares in the last quarter. Finally, Advisory Services Network LLC grew its holdings in Fidelity National Information Services by 6.5% in the third quarter. Advisory Services Network LLC now owns 3,813 shares of the information technology services provider’s stock worth $251,000 after purchasing an additional 233 shares during the period. Institutional investors own 96.23% of the company’s stock.

Key Headlines Impacting Fidelity National Information Services

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

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.