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

Fidelity National Information Services (NYSE:FIS) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 6.150-6.240 for the period, compared to the consensus estimate of 6.280. The company issued revenue guidance of $13.6 billion-$13.7 billion, compared to the consensus revenue estimate of $13.8 billion. Fidelity National Information Services also updated its Q3 2026 guidance to 1.580-1.620 EPS.

Fidelity National Information Services Price Performance

NYSE:FIS traded down $1.05 during trading hours on Wednesday, reaching $43.21. The company had a trading volume of 1,438,904 shares, compared to its average volume of 6,044,811. The firm has a market capitalization of $22.33 billion, a PE ratio of 8.37, a PEG ratio of 0.44 and a beta of 0.77. The stock has a 50-day moving average of $41.12 and a two-hundred day moving average of $46.30. Fidelity National Information Services has a one year low of $37.42 and a one year high of $72.91. The company has a quick ratio of 0.59, a current ratio of 0.59 and a debt-to-equity ratio of 1.05.

Fidelity National Information Services (NYSE:FIS) last posted its earnings results on Tuesday, August 4th. The information technology services provider reported $1.48 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.47 by $0.01. The company had revenue of $3.38 billion during the quarter, compared to analysts’ expectations of $3.38 billion. Fidelity National Information Services had a net margin of 23.35% and a return on equity of 21.30%. Fidelity National Information Services’s quarterly revenue was up 29.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.36 earnings per share. Fidelity National Information Services has set its FY 2026 guidance at 6.150-6.240 EPS and its Q3 2026 guidance at 1.580-1.620 EPS. 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 company also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, September 11th will be given a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a yield of 4.1%. The ex-dividend date is Friday, September 11th. Fidelity National Information Services’s dividend payout ratio (DPR) is presently 34.11%.

Wall Street Analyst Weigh In

FIS has been the topic of a number of analyst reports. Barclays cut their price target on Fidelity National Information Services from $44.00 to $43.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Weiss Ratings raised Fidelity National Information Services from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, July 28th. Deutsche Bank Aktiengesellschaft decreased their price objective on shares of Fidelity National Information Services from $55.00 to $50.00 in a report on Monday, May 11th. Royal Bank Of Canada decreased their price target on shares of Fidelity National Information Services from $69.00 to $57.00 and set an “outperform” rating for the company in a report on Friday, May 8th. Finally, BNP Paribas Exane reduced their target price on Fidelity National Information Services from $40.00 to $37.00 and set an “underperform” rating on the stock in a report on Thursday, May 14th. Twelve research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $58.00.

Fidelity National Information Services News Summary

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

• Positive Sentiment: FIS reported second-quarter adjusted earnings of $1.48 per share, slightly above the $1.47 analyst consensus, while revenue of $3.38 billion matched expectations. Revenue increased 29.1% year over year, and management cited expanding margins and stronger cash generation. FIS Reports Second Quarter 2026 Results
• Positive Sentiment: Banking Solutions was a key growth driver, with management highlighting continued bank investment in modernization, artificial intelligence, payments and issuing. The company is also deepening its focus on banking and issuing capabilities, which could support recurring growth over time. FIS Deepens Its Banking Push With Payments and Issuing
• Neutral Sentiment: Unusually active options trading saw investors purchase 4,004 call options, more than double the typical daily volume. This may indicate increased speculative interest, but it does not establish a clear fundamental trend.
• Negative Sentiment: FIS lowered third-quarter guidance to $1.58–$1.62 in adjusted EPS and approximately $3.4 billion in revenue, below consensus estimates of $1.65 and $3.5 billion, respectively. FIS Beats Q2 Earnings on Banking Solutions Strength, Cuts 2026 Outlook
• Negative Sentiment: The company also reduced full-year 2026 guidance to $6.15–$6.24 EPS and $13.6–$13.7 billion in revenue, below analyst expectations of $6.28 and $13.8 billion. The outlook cut has prompted reports that the stock slumped despite the quarterly earnings beat. Fidelity National Information stock slumps after cutting guidance; mixed Q2 results
• Negative Sentiment: Analysts remain cautious: UBS reaffirmed a Neutral rating and cut its price target from $63 to $49, while Barclays lowered its target from $44 to $43 and maintained an Equal Weight rating. These revisions reinforce concerns about near-term growth and earnings visibility.

Hedge Funds Weigh In On Fidelity National Information Services

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