Fidelity National Information Services (NYSE:FIS) Issues Q3 2026 Earnings Guidance

Fidelity National Information Services (NYSE:FIS) updated its third quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 1.580-1.620 for the period, compared to the consensus earnings per share estimate of 1.650. The company issued revenue guidance of $3.4 billion-$3.4 billion, compared to the consensus revenue estimate of $3.5 billion. Fidelity National Information Services also updated its FY 2026 guidance to 6.150-6.240 EPS.

Fidelity National Information Services Price Performance

Shares of NYSE FIS opened at $41.97 on Thursday. The stock’s 50-day simple moving average is $41.14 and its 200-day simple moving average is $46.15. Fidelity National Information Services has a fifty-two week low of $37.42 and a fifty-two week high of $72.91. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.59 and a current ratio of 0.53. The firm has a market capitalization of $21.69 billion, a PE ratio of 6.43, a price-to-earnings-growth ratio of 0.44 and a beta of 0.77.

Fidelity National Information Services (NYSE:FIS) last issued its quarterly earnings data on Tuesday, August 4th. The information technology services provider reported $1.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.47 by $0.01. Fidelity National Information Services had a net margin of 27.64% and a return on equity of 20.95%. The company had revenue of $3.38 billion for the quarter, compared to the consensus estimate of $3.38 billion. During the same period last year, the firm posted $1.36 EPS. Fidelity National Information Services’s revenue for the quarter was up 29.1% on a year-over-year basis. Fidelity National Information Services has set its FY 2026 guidance at 6.150-6.240 EPS and its Q3 2026 guidance at 1.580-1.620 EPS. As a group, equities research analysts forecast that Fidelity National Information Services will post 6.22 EPS for the current fiscal year.

Fidelity National Information Services Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 11th will be paid a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a dividend yield of 4.2%. The ex-dividend date of this dividend is Friday, September 11th. Fidelity National Information Services’s dividend payout ratio (DPR) is currently 27.04%.

Analysts Set New Price Targets

Several brokerages have issued reports on FIS. Stephens lowered their price objective on shares of Fidelity National Information Services from $85.00 to $65.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Truist Financial lowered their price target on Fidelity National Information Services from $45.00 to $43.00 and set a “hold” rating for the company in a report on Friday, July 24th. The Goldman Sachs Group cut their target price on shares of Fidelity National Information Services from $65.00 to $57.00 and set a “buy” rating on the stock in a report on Monday, May 11th. Royal Bank Of Canada lowered their target price on Fidelity National Information Services from $57.00 to $53.00 and set an “outperform” rating on the stock in a research report on Wednesday. Finally, Barclays lowered their target price on shares of Fidelity National Information Services from $44.00 to $43.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Twelve equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $56.55.

More Fidelity National Information Services News

Here are the key news stories impacting Fidelity National Information Services this week:

• Positive Sentiment: FIS reported second-quarter adjusted earnings of $1.48 per share, ahead of the $1.47 consensus estimate, with revenue of $3.38 billion in line with expectations. Revenue increased 29.1% year over year, and Banking Solutions contributed to stronger growth and margins. FIS Tops Q2 Earnings Estimates
• Positive Sentiment: The company launched its Digital One Commercial platform in the Asia-Pacific region, giving banks a core-agnostic, composable platform to expand commercial banking services. The rollout supports FIS’s strategy to deepen its banking, payments and issuing businesses. FIS Launches Digital One Commercial
• Positive Sentiment: Unusually heavy call-option activity indicates some traders are positioning for a recovery; reported call purchases were roughly double typical volume. This is a market signal rather than a change to FIS’s fundamentals.
• Neutral Sentiment: TD Cowen, Wells Fargo, KBW and RBC maintained bullish ratings, with revised targets ranging from $53 to $58. TD Cowen’s $58 target still implies substantial potential upside from the recent trading level. TD Cowen Lowers FIS Price Target
• Negative Sentiment: FIS lowered its 2026 revenue and earnings outlook, overshadowing the quarterly earnings beat and prompting reports that the shares slumped. The company’s current full-year EPS guidance is $6.15–$6.24, while third-quarter guidance is $1.58–$1.62.
• Negative Sentiment: Several firms cut their targets: UBS to $49, Citi to $45, Barclays to $43, KBW to $56, RBC to $53, Wells Fargo to $58 and TD Cowen to $58. Ratings range from neutral/equal weight to outperform or buy, reflecting reduced estimates but continued confidence in longer-term upside.
• Negative Sentiment: Industry commentary highlights rising technology costs and pressure on consumer spending, which could weigh on margins across payment and transaction-processing companies, including FIS. Zacks Industry Outlook

Institutional Investors Weigh In On Fidelity National Information Services

Several institutional investors have recently made changes to their positions in the company. Kemnay Advisory Services Inc. bought a new position in Fidelity National Information Services during the fourth quarter valued at approximately $42,000. DV Equities LLC acquired a new position in Fidelity National Information Services during the fourth quarter worth $48,000. Geneos Wealth Management Inc. increased its position in Fidelity National Information Services by 70.1% during the first quarter. Geneos Wealth Management Inc. now owns 1,046 shares of the information technology services provider’s stock worth $78,000 after buying an additional 431 shares during the last quarter. MUFG Securities EMEA plc bought a new position in Fidelity National Information Services during the second quarter valued at about $127,000. Finally, Los Angeles Capital Management LLC acquired a new stake in shares of Fidelity National Information Services in the fourth quarter worth about $148,000. 96.23% of the stock is currently owned by institutional investors and hedge funds.

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.