Mitsubishi UFJ Asset Management Co. Ltd. Raises Stock Position in Fidelity National Information Services, Inc. $FIS

Key Points

• Mitsubishi UFJ Asset Management increased its stake in Fidelity National Information Services by 3.8% to 1,075,234 shares (about $70.6M), representing roughly 0.21% ownership after the quarter.
• CEO Stephanie Ferris bought 19,846 shares for about $1.0M on March 5, bringing her direct holdings to 281,458 shares (a 7.59% increase).
• FIS beat revenue expectations with Q4 revenue up 8.2% YoY but missed EPS by $0.01; the company set FY2026 EPS guidance of 6.22–6.32, declared a $0.44 quarterly dividend (3.7% yield), and carries a consensus analyst rating of "Moderate Buy" with an average target of $67.10.

Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in Fidelity National Information Services, Inc. (NYSE:FIS - Free Report) by 3.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,075,234 shares of the information technology services provider's stock after purchasing an additional 39,344 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.21% of Fidelity National Information Services worth $70,557,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Nordea Investment Management AB boosted its holdings in Fidelity National Information Services by 15.4% in the fourth quarter. Nordea Investment Management AB now owns 1,440,210 shares of the information technology services provider's stock worth $96,048,000 after purchasing an additional 191,957 shares during the last quarter. AGF Management Ltd. bought a new position in Fidelity National Information Services in the third quarter worth approximately $3,096,000. Clear Trail Advisors LLC bought a new position in Fidelity National Information Services in the fourth quarter worth approximately $2,590,000. Independent Advisor Alliance raised its position in Fidelity National Information Services by 177.8% in the third quarter. Independent Advisor Alliance now owns 39,987 shares of the information technology services provider's stock worth $2,637,000 after acquiring an additional 25,593 shares during the period. Finally, Assetmark Inc. raised its position in Fidelity National Information Services by 45.1% in the third quarter. Assetmark Inc. now owns 265,518 shares of the information technology services provider's stock worth $17,508,000 after acquiring an additional 82,518 shares during the period. Hedge funds and other institutional investors own 96.23% of the company's stock.

Insider Activity at Fidelity National Information Services

In other news, CEO Stephanie Ferris acquired 19,846 shares of the firm's stock in a transaction dated Thursday, March 5th. The shares were purchased at an average cost of $50.39 per share, for a total transaction of $1,000,039.94. Following the transaction, the chief executive officer directly owned 281,458 shares of the company's stock, valued at approximately $14,182,668.62. This trade represents a 7.59% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.21% of the stock is owned by insiders.

Fidelity National Information Services Stock Up 2.6%

Shares of FIS stock opened at $47.17 on Friday. The company has a market capitalization of $24.38 billion, a price-to-earnings ratio of 64.62, a PEG ratio of 0.45 and a beta of 0.82. Fidelity National Information Services, Inc. has a one year low of $43.29 and a one year high of $82.74. The company's fifty day moving average price is $48.06 and its 200-day moving average price 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.

Fidelity National Information Services (NYSE:FIS - Get Free Report) last announced its quarterly earnings data 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 for the quarter, compared to the consensus estimate of $2.74 billion. Fidelity National Information Services had a net margin of 3.58% and a return on equity of 21.21%. The firm's revenue for the quarter was up 8.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $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. Sell-side analysts expect that Fidelity National Information Services, Inc. will post 6.27 EPS for the current fiscal year.

Fidelity National Information Services Dividend Announcement

The company 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. This represents a $1.76 annualized dividend and a dividend yield of 3.7%. The ex-dividend date is Thursday, June 11th. Fidelity National Information Services's dividend payout ratio (DPR) is presently 241.10%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on FIS shares. TD Cowen reduced their price objective on Fidelity National Information Services from $89.00 to $78.00 and set a "buy" rating for the company in a research note on Wednesday, February 25th. Stephens reduced their price objective on Fidelity National Information Services from $90.00 to $85.00 and set an "overweight" rating for the company in a research note on Friday, January 16th. Wolfe Research reduced their price objective on Fidelity National Information Services from $90.00 to $70.00 and set an "outperform" rating for the company in a research note on Wednesday, February 25th. Weiss Ratings restated a "sell (d)" rating on shares of Fidelity National Information Services in a research note on Thursday, January 22nd. Finally, Deutsche Bank Aktiengesellschaft restated a "hold" rating and issued a $70.00 price objective on shares of Fidelity National Information Services in a research note on Thursday, January 15th. Thirteen 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 stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $67.10.

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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