Keefe, Bruyette & Woods Has Lowered Expectations for Fidelity National Information Services (NYSE:FIS) Stock Price

Key Points

• Keefe, Bruyette & Woods cut its price target on FIS to $68 (from $72) while keeping an "outperform" rating, implying about a 46.91% upside
• FIS shares trade near $46.29—well below a 52‑week high of $82.74—after quarterly results showing EPS of $1.68 (missed by $0.01) and revenue up 8.2% to $2.81B; management guided Q1 2026 EPS of 1.260–1.300 and FY 2026 EPS of 6.220–6.320.
• Company insiders increased positions (CEO purchased 19,846 shares at about $50.39; a director bought 941 shares) while institutional investors own approximately 96.23% of the stock.

Fidelity National Information Services (NYSE:FIS - Get Free Report) had its price objective reduced by analysts at Keefe, Bruyette & Woods from $72.00 to $68.00 in a note issued to investors on Tuesday,Fidelity reports. The brokerage presently has an "outperform" rating on the information technology services provider's stock. Keefe, Bruyette & Woods' price objective indicates a potential upside of 46.91% from the stock's previous close.

Several other analysts also recently commented on the stock. Royal Bank Of Canada dropped their target price 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. Citigroup lowered their price objective on shares of Fidelity National Information Services from $70.00 to $53.00 and set a "neutral" rating for the company in a research report on Wednesday, February 25th. Weiss Ratings reaffirmed a "sell (d)" rating on shares of Fidelity National Information Services in a research note on Thursday, January 22nd. BNP Paribas Exane lowered their price objective on shares of Fidelity National Information Services from $60.00 to $55.00 and set an "underperform" rating on the stock in a report on Tuesday, January 20th. Finally, JPMorgan Chase & Co. reduced their target price on shares of Fidelity National Information Services from $80.00 to $65.00 and set an "overweight" rating for the company in a report on Thursday, February 12th. Fourteen 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 stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $69.67.

Fidelity National Information Services Stock Down 0.8%

Shares of NYSE FIS opened at $46.29 on Tuesday. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.59 and a current ratio of 0.59. Fidelity National Information Services has a 52-week low of $44.48 and a 52-week high of $82.74. The firm has a 50 day moving average price of $49.76 and a 200 day moving average price of $59.92. The stock has a market cap of $23.81 billion, a P/E ratio of 63.74, a P/E/G ratio of 0.45 and a beta of 0.90.

Fidelity National Information Services (NYSE:FIS - Get Free Report) last posted its earnings results on Tuesday, February 24th. The information technology services provider reported $1.68 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.69 by ($0.01). The business 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%. The firm's revenue was up 8.2% on a year-over-year basis. During the same period 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. Analysts expect that Fidelity National Information Services will post 5.74 EPS for the current year.

Insider Activity

In related news, Director Jeffrey A. Goldstein purchased 941 shares of the stock in a transaction on Thursday, January 15th. The shares were purchased at an average cost of $64.11 per share, with a total value of $60,327.51. Following the acquisition, the director directly owned 14,529 shares in the company, valued at $931,454.19. The trade was a 6.93% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO Stephanie Ferris acquired 19,846 shares of the business's stock in a transaction on Thursday, March 5th. The shares were bought at an average price 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 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 disclosure for this purchase is available in the SEC filing. 0.21% of the stock is owned by corporate insiders.

Institutional Trading of Fidelity National Information Services

Several institutional investors have recently added to or reduced their stakes in the company. Brighton Jones LLC acquired a new stake in shares of Fidelity National Information Services during the fourth quarter worth $347,000. Geneos Wealth Management Inc. grew its stake in shares of Fidelity National Information Services by 70.1% in the first quarter. Geneos Wealth Management Inc. now owns 1,046 shares of the information technology services provider's stock valued at $78,000 after acquiring an additional 431 shares in the last quarter. Sivia Capital Partners LLC bought a new position in Fidelity National Information Services during the second quarter worth about $302,000. American Century Companies Inc. raised its stake in Fidelity National Information Services by 25.4% in the 2nd quarter. American Century Companies Inc. now owns 42,310 shares of the information technology services provider's stock worth $3,445,000 after purchasing an additional 8,563 shares in the last quarter. Finally, CW Advisors LLC boosted its holdings in Fidelity National Information Services by 13.2% in the 2nd quarter. CW Advisors LLC now owns 6,351 shares of the information technology services provider's stock valued at $517,000 after purchasing an additional 740 shares during the period. 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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