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

Fidelity National Information Services (NYSE:FIS) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 6.220-6.320 for the period, compared to the consensus estimate of 6.270. The company issued revenue guidance of $13.8 billion-$13.9 billion, compared to the consensus revenue estimate of $13.8 billion. Fidelity National Information Services also updated its Q2 2026 guidance to 1.450-1.490 EPS.

Fidelity National Information Services Price Performance

Shares of Fidelity National Information Services stock traded down $2.73 during midday trading on Friday, hitting $44.52. 5,382,358 shares of the company were exchanged, compared to its average volume of 5,524,181. The firm has a 50 day simple moving average of $48.06 and a 200-day simple moving average of $57.04. 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 has a market cap of $23.01 billion, a P/E ratio of 60.99, a PEG ratio of 0.45 and a beta of 0.82. Fidelity National Information Services has a 52 week low of $43.29 and a 52 week high of $82.74.

Fidelity National Information Services (NYSE:FIS) last announced its quarterly earnings results on Friday, May 8th. The information technology services provider reported $1.36 earnings per share for the quarter, beating analysts’ consensus estimates of $1.28 by $0.08. The firm had revenue of $3.30 billion for the quarter, compared to analysts’ expectations of $3.28 billion. Fidelity National Information Services had a return on equity of 21.21% and a net margin of 3.58%.The business’s revenue was up 30.1% compared to the same quarter last year. During the same period in the prior year, the business posted $1.21 earnings per share. 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. Research analysts forecast that Fidelity National Information Services will post 6.27 earnings per share for the current year.

Fidelity National Information Services Announces Dividend

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

Analysts Set New Price Targets

A number of analysts have recently weighed in on FIS shares. TD Cowen lowered their target price on Fidelity National Information Services from $89.00 to $78.00 and set a “buy” rating for the company in a research note on Wednesday, February 25th. Cantor Fitzgerald started coverage on Fidelity National Information Services in a research report on Tuesday, January 27th. They issued an “overweight” rating and a $72.00 price objective on the stock. Wolfe Research lowered their target price on Fidelity National Information Services from $90.00 to $70.00 and set an “outperform” rating for the company in a research note on Wednesday, February 25th. Weiss Ratings restated a “sell (d)” rating on shares of Fidelity National Information Services in a research report on Thursday, January 22nd. Finally, Compass Point decreased 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. Thirteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $67.10.

Insider Transactions at Fidelity National Information Services

In other Fidelity National Information Services news, CEO Stephanie Ferris acquired 19,846 shares of Fidelity National Information Services stock in a transaction on Thursday, March 5th. The shares were purchased at an average cost of $50.39 per share, with a total value of $1,000,039.94. Following the completion of the purchase, the chief executive officer owned 281,458 shares in the company, valued at $14,182,668.62. The trade was a 7.59% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 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: Q1 beats and execution: FIS posted EPS $1.36 vs. $1.28 est and ~30% YoY revenue growth with margin expansion and strong cash generation — a near-term earnings beat that supports the recovery thesis. FIS Reports First Quarter 2026 Results and Reiterates Full-Year Outlook
• Positive Sentiment: Clear cash-flow targets: Management reiterated 2026 free cash flow guidance of $2.1B and is targeting >$3B by 2028, linking the upside to deploying Anthropic AI agents — a strategic roadmap that could materially improve margins and FCF over several years. FIS reiterates 2026 outlook for $2.1B free cash flow while targeting >$3B by 2028
• Positive Sentiment: AI partnership validation: Coverage highlights the Anthropic collaboration as a potential structural lever to build AI infrastructure for banking clients — supportive for longer-term revenue mix and competitive positioning. FIS And Anthropic Signal A New Era Of AI Infrastructure In Banking
• Neutral Sentiment: Call transcript / guidance detail: The earnings call offers management commentary and execution detail (slides and transcript available) that investors should read for cadence on client wins, timing of AI rollouts, and cadence of FCF ramp. Key details will drive sentiment going forward. FIS Q1 2026 Earnings Call Transcript
• Negative Sentiment: Market reaction & technicals: Despite the beat, the stock is trading down and has underperformed peers recently; shares sit below the 50- and 200-day averages and near the 52-week low, which can amplify selling pressure from momentum and quant funds. Fidelity National Information Services Inc. stock underperforms
• Negative Sentiment: Valuation and near-term skepticism: FIS still trades at a high P/E relative to visible near-term earnings growth, so investors are weighing execution risk on the multi-year AI payoff versus current price — leading some Wall Street commentary to remain mixed. Fidelity National stock: Is Wall Street bullish or bearish?

Institutional Investors Weigh In On Fidelity National Information Services

A number of institutional investors have recently made changes to their positions in the stock. Brighton Jones LLC bought a new position in Fidelity National Information Services during the fourth quarter worth about $347,000. Sivia Capital Partners LLC bought a new stake in shares of Fidelity National Information Services in the 2nd quarter valued at about $302,000. Federated Hermes Inc. boosted its position in shares of Fidelity National Information Services by 69.0% during the fourth quarter. Federated Hermes Inc. now owns 4,483 shares of the information technology services provider’s stock worth $298,000 after purchasing an additional 1,830 shares in the last quarter. Dorsey & Whitney Trust CO LLC grew its holdings in shares of Fidelity National Information Services by 22.6% in the 4th quarter. Dorsey & Whitney Trust CO LLC now owns 4,421 shares of the information technology services provider’s stock valued at $294,000 after buying an additional 815 shares during the period. Finally, Affinity Investment Advisors LLC bought a new position in Fidelity National Information Services during the fourth quarter worth about $289,000. 96.23% of the stock is owned by institutional investors and hedge funds.

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.