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

Key Points

• FY2026 guidance: FIS set EPS guidance of 6.220–6.320 (consensus 6.27) and revenue guidance of $13.8–$13.9 billion, with Q2 EPS guidance of 1.450–1.490.
• FIS beat Q1 estimates with $1.36 EPS (vs. $1.28 est.) and $3.30B revenue (up ~30% YoY), and reiterated free cash flow guidance of $2.1B for 2026 while targeting >$3B by 2028 driven by planned Anthropic AI deployments.
• The stock traded down to $44.52 near its 52-week low and still commands a high P/E (~61); the company announced a $0.44 quarterly dividend (4.0% yield) and CEO Stephanie Ferris purchased ~19,846 shares.

Fidelity National Information Services (NYSE:FIS - Get Free Report) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 6.220-6.320 for the period, compared to the consensus earnings per share 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.

Analysts Set New Price Targets

FIS has been the subject of a number of analyst reports. BNP Paribas Exane reduced their price objective on shares of Fidelity National Information Services from $47.00 to $40.00 and set an "underperform" rating for the company in a research note on Friday, April 10th. Deutsche Bank Aktiengesellschaft reiterated a "hold" rating and issued a $70.00 target price on shares of Fidelity National Information Services in a report on Thursday, January 15th. Raymond James Financial cut their target price on shares of Fidelity National Information Services from $82.00 to $60.00 and set an "outperform" rating for the company in a research report on Wednesday, February 25th. Weiss Ratings restated a "sell (d)" rating on shares of Fidelity National Information Services in a report on Thursday, January 22nd. Finally, Compass Point dropped their price objective on Fidelity National Information Services from $90.00 to $81.00 and set a "buy" rating on the stock in a research note on Tuesday, January 13th. Thirteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $67.10.

Fidelity National Information Services Stock Performance

Shares of Fidelity National Information Services stock traded down $2.73 during midday trading on Friday, hitting $44.52. The company had a trading volume of 5,382,358 shares, compared to its average volume of 5,524,181. Fidelity National Information Services has a 1-year low of $43.29 and a 1-year high of $82.74. The business's 50 day simple moving average is $48.06 and its two-hundred day simple moving average is $57.04. The stock has a market cap of $23.01 billion, a PE ratio of 60.99, a P/E/G ratio of 0.45 and a beta of 0.82. The company has a debt-to-equity ratio of 0.65, a current ratio of 0.59 and a quick ratio of 0.59.

Fidelity National Information Services (NYSE:FIS - Get Free Report) last released its earnings results on Friday, May 8th. The information technology services provider reported $1.36 EPS for the quarter, beating the consensus estimate of $1.28 by $0.08. Fidelity National Information Services had a net margin of 3.58% and a return on equity of 21.21%. The firm had revenue of $3.30 billion during the quarter, compared to analysts' expectations of $3.28 billion. During the same period in the prior year, the company earned $1.21 EPS. The business's quarterly revenue was up 30.1% compared to the same quarter last year. 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, equities analysts predict that Fidelity National Information Services will post 6.27 EPS 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 given a dividend of $0.44 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 4.0%. Fidelity National Information Services's dividend payout ratio is currently 241.10%.

Insiders Place Their Bets

In other news, CEO Stephanie Ferris bought 19,846 shares of the firm's stock in a transaction that occurred on Thursday, March 5th. The shares were acquired at an average cost of $50.39 per share, with a total value 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 $14,182,668.62. This represents a 7.59% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.21% of the stock is currently owned by company insiders.

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 Trading of Fidelity National Information Services

A number of institutional investors and hedge funds have recently modified their holdings of the company. Kemnay Advisory Services Inc. acquired a new position in shares of Fidelity National Information Services in the fourth quarter valued at $42,000. DV Equities LLC bought a new stake in Fidelity National Information Services in the 4th quarter valued at $48,000. Geneos Wealth Management Inc. raised its stake 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 valued at $78,000 after buying an additional 431 shares in the last quarter. MUFG Securities EMEA plc bought a new position in shares of Fidelity National Information Services during the 2nd quarter worth about $127,000. Finally, Los Angeles Capital Management LLC bought a new position in shares of Fidelity National Information Services during the 4th quarter worth about $148,000. 96.23% of the stock is currently 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.

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