Qsemble Capital Management LP Boosts Stake in Fidelity National Information Services, Inc. $FIS

Qsemble Capital Management LP lifted its holdings in Fidelity National Information Services, Inc. (NYSE:FIS) by 77.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 109,302 shares of the information technology services provider’s stock after buying an additional 47,569 shares during the period. Qsemble Capital Management LP’s holdings in Fidelity National Information Services were worth $7,264,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. 1620 Investment Advisors Inc. lifted its stake in shares of Fidelity National Information Services by 42.9% in the fourth quarter. 1620 Investment Advisors Inc. now owns 3,547 shares of the information technology services provider’s stock worth $236,000 after buying an additional 1,065 shares in the last quarter. Stephens Inc. AR lifted its stake in shares of Fidelity National Information Services by 93.7% in the fourth quarter. Stephens Inc. AR now owns 6,310 shares of the information technology services provider’s stock worth $419,000 after buying an additional 3,053 shares in the last quarter. AlphaCore Capital LLC purchased a new position in shares of Fidelity National Information Services in the fourth quarter worth about $330,000. DNB Asset Management AS lifted its stake in shares of Fidelity National Information Services by 1.1% in the fourth quarter. DNB Asset Management AS now owns 104,176 shares of the information technology services provider’s stock worth $6,924,000 after buying an additional 1,144 shares in the last quarter. Finally, Isthmus Partners LLC purchased a new position in Fidelity National Information Services during the fourth quarter worth about $478,000. 96.23% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Fidelity National Information Services

In related news, CEO Stephanie Ferris purchased 19,846 shares of the company’s stock in a transaction on Thursday, March 5th. The stock was acquired at an average cost of $50.39 per share, for a total transaction of $1,000,039.94. Following the completion of the transaction, the chief executive officer directly owned 281,458 shares in the company, valued at approximately $14,182,668.62. The trade was a 7.59% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available at this link. 0.28% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of equities analysts have commented on FIS shares. Raymond James Financial reduced their target price on shares of Fidelity National Information Services from $82.00 to $60.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 25th. Wall Street Zen raised shares of Fidelity National Information Services from a “hold” rating to a “buy” rating in a research note on Saturday, May 9th. Wells Fargo & Company reduced their target price 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. BNP Paribas Exane reduced their target price on shares of Fidelity National Information Services from $40.00 to $37.00 and set an “underperform” rating on the stock in a research note on Thursday. 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 investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Fidelity National Information Services presently has an average rating of “Moderate Buy” and an average target price of $61.57.

Fidelity National Information Services Price Performance

Shares of FIS opened at $41.81 on Friday. Fidelity National Information Services, Inc. has a 1-year low of $41.33 and a 1-year high of $82.74. The stock has a market cap of $21.61 billion, a PE ratio of 8.10, a P/E/G ratio of 0.41 and a beta of 0.82. The firm has a 50-day simple moving average of $47.14 and a two-hundred day simple moving average of $56.06. The company has a debt-to-equity ratio of 1.05, a current ratio of 0.59 and a quick ratio of 0.59.

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. Fidelity National Information Services had a net margin of 23.35% and a return on equity of 21.30%. The business had revenue of $3.30 billion during the quarter, compared to analysts’ expectations of $3.28 billion. During the same period last year, the business earned $1.21 earnings per share. The business’s revenue for the quarter was up 30.1% on a year-over-year basis. 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. As a group, analysts forecast that Fidelity National Information Services, Inc. will post 6.27 EPS for the current year.

Fidelity National Information Services Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 11th will be given 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 dividend yield of 4.2%. Fidelity National Information Services’s dividend payout ratio (DPR) is currently 34.11%.

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.