Fidelity National Information Services (NYSE:FIS) Updates Q2 2026 Earnings Guidance

Fidelity National Information Services (NYSE:FIS) issued an update on its second quarter 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 1.450-1.490 for the period, compared to the consensus estimate of 1.490. The company issued revenue guidance of $3.4 billion-$3.4 billion, compared to the consensus revenue estimate of $3.4 billion. Fidelity National Information Services also updated its FY 2026 guidance to 6.220-6.320 EPS.

Fidelity National Information Services Stock Performance

Shares of FIS traded down $3.55 on Friday, reaching $43.70. The company’s stock had a trading volume of 7,166,439 shares, compared to its average volume of 5,543,350. Fidelity National Information Services has a 12-month low of $43.28 and a 12-month high of $82.74. The stock’s 50 day simple moving average is $48.06 and its two-hundred day simple moving average is $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 stock has a market capitalization of $22.59 billion, a P/E ratio of 59.71, a PEG ratio of 0.45 and a beta of 0.82.

Fidelity National Information Services (NYSE:FIS) last announced its earnings results on Friday, May 8th. The information technology services provider reported $1.36 EPS for the quarter, topping analysts’ consensus estimates of $1.28 by $0.08. The company 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%.Fidelity National Information Services’s revenue for the quarter was up 30.1% compared to the same quarter last year. During the same period last year, the firm earned $1.21 EPS. 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 fiscal year.

Fidelity National Information Services Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 11th will be paid a $0.44 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $1.76 annualized dividend and a dividend yield of 4.0%. Fidelity National Information Services’s dividend payout ratio (DPR) is 241.10%.

Analyst Ratings Changes

A number of research analysts recently issued reports on the company. Citigroup cut their price objective on Fidelity National Information Services from $70.00 to $53.00 and set a “neutral” rating for the company in a research note on Wednesday, February 25th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Fidelity National Information Services in a report on Thursday, January 22nd. Wells Fargo & Company dropped their price target on shares of Fidelity National Information Services from $81.00 to $67.00 and set an “overweight” rating for the company in a research report on Wednesday, February 25th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $70.00 price objective on shares of Fidelity National Information Services in a research report on Thursday, January 15th. Finally, Stephens lowered their target price on shares of 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. Thirteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Fidelity National Information Services has a consensus rating of “Moderate Buy” and an average target price of $67.10.

Insiders Place Their Bets

In related news, CEO Stephanie Ferris purchased 19,846 shares of Fidelity National Information Services stock in a transaction on Thursday, March 5th. The shares were bought at an average cost of $50.39 per share, for a total transaction of $1,000,039.94. Following the acquisition, the chief executive officer owned 281,458 shares in the company, valued at approximately $14,182,668.62. The trade was a 7.59% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.21% 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: Q1 results beat estimates: FIS reported $1.36 EPS vs. $1.28 expected and revenue of ~$3.29B (+30% YoY), showing margin expansion and solid top-line growth — supportive for near-term fundamentals. Fidelity National Information Services (FIS) Beats Q1 Earnings and Revenue Estimates
• Positive Sentiment: Management reiterated a 2026 free-cash-flow target of ~$2.1B and a longer-term goal of >$3B by 2028, tying growth plans to Anthropic AI agent rollouts — a clear strategic catalyst for improving cash conversion. FIS reiterates 2026 outlook for $2.1B free cash flow while targeting >$3B by 2028 through Anthropic AI agents rollout
• Positive Sentiment: Media coverage highlights the Anthropic partnership as a structural growth/AI-infrastructure story for banking tech, which could underpin longer-term investor confidence. FIS And Anthropic Signal A New Era Of AI In Banking
• Neutral Sentiment: Q2 FY2026 EPS guidance: $1.450–1.490 vs. consensus ~1.490 — a range that largely brackets the street number (slightly below the high end), so the update is essentially in-line rather than a clear beat or cut.
• Neutral Sentiment: FY2026 guidance: EPS $6.220–6.320 and revenue $13.8B–13.9B vs. consensus EPS ~6.270 and revenue ~13.8B — guidance is broadly in line with expectations, reducing surprise risk but offering limited upside surprise.
• Negative Sentiment: Despite the beat, the stock is underperforming peers and the broader group today, suggesting profit-taking and sector rotation are weighing on the name. Fidelity National Information Services Inc. stock underperforms Wednesday when compared to competitors
• Negative Sentiment: Valuation and technicals increase sensitivity: FIS trades at a high P/E and sits near its 12?month low with the 50?day and 200?day moving averages well above the current price — factors that can amplify downward moves on any cautious commentary.

Institutional Investors Weigh In On Fidelity National Information Services

A number of hedge funds have recently bought and sold shares of the business. Kemnay Advisory Services Inc. bought a new position in Fidelity National Information Services during the fourth quarter valued at $42,000. DV Equities LLC bought a new stake in shares of Fidelity National Information Services in the 4th quarter worth about $48,000. Geneos Wealth Management Inc. increased its holdings in shares of Fidelity National Information Services by 70.1% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,046 shares of the information technology services provider’s stock worth $78,000 after buying an additional 431 shares during the last quarter. MUFG Securities EMEA plc purchased a new stake in shares of Fidelity National Information Services during the 2nd quarter valued at about $127,000. Finally, Los Angeles Capital Management LLC bought a new position in shares of Fidelity National Information Services in the 4th quarter valued at about $148,000. Hedge funds and other institutional investors own 96.23% of the company’s stock.

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.