Vanguard Group Inc. Sells 64,101 Shares of Fidelity National Information Services, Inc. $FIS

Key Points

• Vanguard Group Inc. sold 64,101 shares of Fidelity National Information Services in Q4, trimming its stake by 0.1% to 62,788,701 shares — still a major 12.12% ownership valued at about $4.17 billion.
• CEO Stephanie Ferris purchased 19,846 shares at roughly $50.39 (~$1.0M) on March 5, increasing her holdings to 281,458 shares (a 7.59% rise).
• Analysts have lowered price targets but the consensus remains a "Moderate Buy" with an average target of $67.10; FIS reported $1.68 EPS (missed by $0.01), revenue up 8.2% y/y, set FY2026 EPS guidance of 6.22–6.32, and raised its quarterly dividend to $0.44 (3.9% yield).

Vanguard Group Inc. lessened its position in Fidelity National Information Services, Inc. (NYSE:FIS - Free Report) by 0.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 62,788,701 shares of the information technology services provider's stock after selling 64,101 shares during the quarter. Vanguard Group Inc. owned about 12.12% of Fidelity National Information Services worth $4,172,937,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the company. Resonant Capital Advisors LLC bought a new position in shares of Fidelity National Information Services during the 4th quarter worth about $202,000. Concurrent Investment Advisors LLC bought a new position in shares of Fidelity National Information Services during the 4th quarter worth about $463,000. ProVise Management Group LLC increased its holdings in shares of Fidelity National Information Services by 9.3% during the 4th quarter. ProVise Management Group LLC now owns 52,630 shares of the information technology services provider's stock worth $3,498,000 after purchasing an additional 4,478 shares during the period. Lebenthal Global Advisors LLC increased its holdings in shares of Fidelity National Information Services by 5.5% during the 4th quarter. Lebenthal Global Advisors LLC now owns 12,503 shares of the information technology services provider's stock worth $831,000 after purchasing an additional 647 shares during the period. Finally, N.E.W. Advisory Services LLC increased its holdings in shares of Fidelity National Information Services by 24.7% during the 4th quarter. N.E.W. Advisory Services LLC now owns 1,494 shares of the information technology services provider's stock worth $99,000 after purchasing an additional 296 shares during the period. Institutional investors own 96.23% of the company's stock.

Analysts Set New Price Targets

Several research analysts have recently issued reports on FIS shares. Royal Bank Of Canada dropped their price objective on shares of Fidelity National Information Services from $86.00 to $69.00 and set an "outperform" rating on the stock in a report on Tuesday, February 24th. Cantor Fitzgerald started coverage on shares of Fidelity National Information Services in a research report on Tuesday, January 27th. They set an "overweight" rating and a $72.00 target price on the stock. UBS Group decreased their target price on shares of Fidelity National Information Services from $83.00 to $73.00 and set a "buy" rating on the stock in a research report on Wednesday, February 25th. The Goldman Sachs Group decreased their target price on shares of Fidelity National Information Services from $70.00 to $65.00 and set a "buy" rating on the stock in a research report on Monday, April 13th. Finally, JPMorgan Chase & Co. decreased their target price on shares of Fidelity National Information Services from $80.00 to $65.00 and set an "overweight" rating on the stock in a research report on Thursday, February 12th. Thirteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat, Fidelity National Information Services presently has an average rating of "Moderate Buy" and an average price target of $67.10.

Insider Activity

In other Fidelity National Information Services news, CEO Stephanie Ferris bought 19,846 shares of the stock in a transaction on Thursday, March 5th. The stock was purchased at an average price of $50.39 per share, with a total value of $1,000,039.94. Following the acquisition, the chief executive officer owned 281,458 shares of the company's stock, valued at approximately $14,182,668.62. The trade was a 7.59% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 0.21% of the company's stock.

Fidelity National Information Services Price Performance

NYSE:FIS opened at $45.63 on Tuesday. The firm has a market cap of $23.47 billion, a PE ratio of 62.51, a price-to-earnings-growth ratio of 0.45 and a beta of 0.90. Fidelity National Information Services, Inc. has a 12 month low of $43.29 and a 12 month high of $82.74. The company has a quick ratio of 0.59, a current ratio of 0.59 and a debt-to-equity ratio of 0.65. The company's 50-day moving average price is $48.28 and its two-hundred day moving average price is $57.90.

Fidelity National Information Services (NYSE:FIS - Get Free Report) last released its quarterly earnings results on Tuesday, February 24th. The information technology services provider reported $1.68 EPS for the quarter, missing analysts' consensus estimates of $1.69 by ($0.01). Fidelity National Information Services had a net margin of 3.58% and a return on equity of 21.21%. The firm had revenue of $2.81 billion during the quarter, compared to analyst estimates of $2.74 billion. During the same quarter last year, the firm earned $1.40 earnings per share. Fidelity National Information Services's quarterly revenue was up 8.2% on a year-over-year basis. 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, equities analysts anticipate that Fidelity National Information Services, Inc. will post 6.28 EPS for the current fiscal year.

Fidelity National Information Services Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 24th. Stockholders of record on Tuesday, March 10th were given a dividend of $0.44 per share. The ex-dividend date was Tuesday, March 10th. This is a positive change from Fidelity National Information Services's previous quarterly dividend of $0.40. This represents a $1.76 dividend on an annualized basis and a dividend yield of 3.9%. Fidelity National Information Services's dividend payout ratio (DPR) is currently 241.10%.

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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