Fidelity National Information Services (NYSE:FIS) Given New $40.00 Price Target at BNP Paribas Exane

Key Points

• BNP Paribas Exane cut its price target on FIS to $40.00 from $47.00 and kept an underperform rating, implying about a 10.69% downside from the current share price.
• Despite that downgrade, the analyst consensus is a Moderate Buy with an average price target of $68.95 (14 Buys, 7 Holds, 2 Sells), indicating wide divergence among brokers.
• FIS slightly missed EPS ($1.68 vs. $1.69 expected) but beat on revenue and issued FY2026 guidance of 6.22–6.32 EPS; CEO Stephanie Ferris also bought 19,846 shares at about $50.39, signaling insider buying.

Fidelity National Information Services (NYSE:FIS - Get Free Report) had its price target reduced by analysts at BNP Paribas Exane from $47.00 to $40.00 in a report released on Friday,Fidelity reports. The firm presently has an "underperform" rating on the information technology services provider's stock. BNP Paribas Exane's target price would suggest a potential downside of 10.69% from the company's current price.

Other equities analysts have also issued research reports about the company. Cantor Fitzgerald began coverage on Fidelity National Information Services in a research note on Tuesday, January 27th. They issued an "overweight" rating and a $72.00 price target on the stock. UBS Group reduced their price objective on Fidelity National Information Services from $83.00 to $73.00 and set a "buy" rating on the stock in a research note on Wednesday, February 25th. Susquehanna decreased their target price on Fidelity National Information Services from $69.00 to $55.00 and set a "neutral" rating on the stock in a research report on Wednesday, February 25th. Deutsche Bank Aktiengesellschaft reissued a "hold" rating and issued a $70.00 target price on shares of Fidelity National Information Services in a report on Thursday, January 15th. Finally, Wells Fargo & Company decreased their price target on shares of Fidelity National Information Services from $81.00 to $67.00 and set an "overweight" rating on the stock in a report on Wednesday, February 25th. Fourteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $68.95.

Fidelity National Information Services Trading Down 1.1%

Shares of Fidelity National Information Services stock opened at $44.79 on Friday. The company has a quick ratio of 0.59, a current ratio of 0.59 and a debt-to-equity ratio of 0.65. Fidelity National Information Services has a 12-month low of $44.48 and a 12-month high of $82.74. The company has a market capitalization of $23.04 billion, a price-to-earnings ratio of 61.58, a PEG ratio of 0.46 and a beta of 0.90. The firm's 50-day moving average price is $49.14 and its two-hundred day moving average price is $59.60.

Fidelity National Information Services (NYSE:FIS - Get Free Report) last issued its earnings results on Tuesday, February 24th. The information technology services provider reported $1.68 EPS for the quarter, missing the consensus estimate of $1.69 by ($0.01). The firm had revenue of $2.81 billion during the quarter, compared to analyst estimates of $2.74 billion. Fidelity National Information Services had a net margin of 3.58% and a return on equity of 21.21%. Fidelity National Information Services's quarterly revenue was up 8.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.40 earnings per share. Fidelity National Information Services has set its Q1 2026 guidance at 1.260-1.300 EPS and its FY 2026 guidance at 6.220-6.320 EPS. On average, analysts forecast that Fidelity National Information Services will post 5.74 earnings per share for the current fiscal year.

Insider Activity at Fidelity National Information Services

In other news, Director Jeffrey A. Goldstein acquired 941 shares of the firm's stock in a transaction dated Thursday, January 15th. The stock was bought at an average cost of $64.11 per share, for a total transaction of $60,327.51. Following the completion of the transaction, the director directly owned 14,529 shares in the company, valued at $931,454.19. This represents a 6.93% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Stephanie Ferris bought 19,846 shares of the stock in a transaction that occurred 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 purchase, the chief executive officer directly owned 281,458 shares of the company's stock, valued at $14,182,668.62. The trade was a 7.59% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.21% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Fidelity National Information Services

A number of hedge funds have recently added to or reduced their stakes in the business. Dodge & Cox grew its position in shares of Fidelity National Information Services by 13.9% during the 4th quarter. Dodge & Cox now owns 49,113,297 shares of the information technology services provider's stock worth $3,264,070,000 after buying an additional 6,008,090 shares during the period. Capital Research Global Investors boosted its stake in Fidelity National Information Services by 0.6% during the fourth quarter. Capital Research Global Investors now owns 28,129,710 shares of the information technology services provider's stock worth $1,869,507,000 after acquiring an additional 172,356 shares in the last quarter. Charles Schwab Investment Management Inc. grew its holdings in Fidelity National Information Services by 4.8% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 11,196,718 shares of the information technology services provider's stock worth $744,134,000 after purchasing an additional 514,490 shares during the period. Invesco Ltd. increased its stake in Fidelity National Information Services by 5.6% in the third quarter. Invesco Ltd. now owns 8,515,321 shares of the information technology services provider's stock valued at $561,500,000 after purchasing an additional 448,712 shares in the last quarter. Finally, Norges Bank bought a new stake in Fidelity National Information Services in the fourth quarter valued at $495,956,000. 96.23% of the stock is currently owned by institutional investors.

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.

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