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

Fidelity National Information Services (NYSE:FIS) had its target price decreased by stock analysts at Keefe, Bruyette & Woods from $85.00 to $72.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage presently has an “outperform” rating on the information technology services provider’s stock. Keefe, Bruyette & Woods’ price target would suggest a potential upside of 49.40% from the company’s current price.

A number of other research firms also recently weighed in on FIS. Susquehanna decreased their price target on Fidelity National Information Services from $69.00 to $55.00 and set a “neutral” rating for the company in a research note on Wednesday. Stephens reduced their price target on Fidelity National Information Services from $90.00 to $85.00 and set an “overweight” rating for the company in a report on Friday, January 16th. Compass Point reduced their price objective on shares of Fidelity National Information Services from $90.00 to $81.00 and set a “buy” rating for the company in a research report on Tuesday, January 13th. Truist Financial decreased their target price on Fidelity National Information Services from $72.00 to $70.00 and set a “hold” rating on the stock in a research report on Wednesday, November 19th. Finally, Weiss Ratings reiterated a “sell (d)” rating on shares of Fidelity National Information Services in a research report on Thursday, January 22nd. Ten equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Fidelity National Information Services has an average rating of “Hold” and a consensus target price of $74.88.

Fidelity National Information Services Stock Up 1.5%

Fidelity National Information Services stock opened at $48.19 on Wednesday. The company has a current ratio of 0.53, a quick ratio of 0.53 and a debt-to-equity ratio of 0.64. Fidelity National Information Services has a 1-year low of $46.16 and a 1-year high of $82.74. The company has a fifty day simple moving average of $59.05 and a 200 day simple moving average of $64.03. The company has a market cap of $24.96 billion, a P/E ratio of 178.49, a price-to-earnings-growth ratio of 0.71 and a beta of 0.90.

Fidelity National Information Services (NYSE:FIS) last posted its quarterly earnings data 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). The business had revenue of $2.81 billion for the quarter, compared to analyst estimates of $2.74 billion. Fidelity National Information Services had a return on equity of 19.76% and a net margin of 1.45%.The company’s quarterly revenue was up 8.2% on a year-over-year basis. During the same quarter in the prior year, the company 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. Research analysts anticipate that Fidelity National Information Services will post 5.74 earnings per share for the current fiscal year.

Insider Buying and Selling at Fidelity National Information Services

In related news, Director Jeffrey A. Goldstein purchased 941 shares of Fidelity National Information Services stock in a transaction on Thursday, January 15th. The stock was acquired at an average cost of $64.11 per share, for a total transaction of $60,327.51. Following the completion of the acquisition, the director owned 14,529 shares of the company’s stock, valued at $931,454.19. This trade represents a 6.93% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.21% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Fidelity National Information Services

Several large investors have recently added to or reduced their stakes in FIS. Salomon & Ludwin LLC lifted its position in shares of Fidelity National Information Services by 100.5% during the fourth quarter. Salomon & Ludwin LLC now owns 387 shares of the information technology services provider’s stock valued at $26,000 after purchasing an additional 194 shares in the last quarter. NewSquare Capital LLC grew its stake in shares of Fidelity National Information Services by 115.1% during the 2nd quarter. NewSquare Capital LLC now owns 357 shares of the information technology services provider’s stock worth $29,000 after acquiring an additional 191 shares during the period. Root Financial Partners LLC purchased a new stake in Fidelity National Information Services in the 3rd quarter worth about $29,000. LRI Investments LLC raised its stake in Fidelity National Information Services by 613.1% in the 3rd quarter. LRI Investments LLC now owns 435 shares of the information technology services provider’s stock valued at $29,000 after acquiring an additional 374 shares during the period. Finally, Raiffeisen Bank International AG purchased a new stake in Fidelity National Information Services during the third quarter valued at about $29,000. Institutional investors own 96.23% of the company’s stock.

More Fidelity National Information Services News

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

• Positive Sentiment: Company set FY‑2026 revenue guidance of $13.8–$13.9B, materially above consensus, signalling strong top‑line acceleration for 2026. FIS Reports Full‑Year 2025 Results and Introduces 2026 Outlook
• Positive Sentiment: Q4 revenue of $2.81B topped estimates and was up ~8.2% year/year, supporting the growth narrative and validating demand for FIS’s banking/processing offerings. Earnings Release / Call Materials
• Positive Sentiment: Management highlighted AI and the Issuing acquisition as growth catalysts and one article noted management projecting up to ~30% revenue growth in 2026 as FIS doubles down on AI/banking innovation. Article on AI and 2026 growth
• Positive Sentiment: William Blair and other buyside coverage reaffirmed bullish views after the quarter (Buy rating reiterated), which supports medium‑term investor interest. Analyst Reiterate Buy
• Neutral Sentiment: Company hosted an earnings call emphasizing growth, cash and AI investments; content may support investor confidence but won’t offset near‑term guidance concerns on its own. Earnings Call Highlights
• Neutral Sentiment: Full Q4 earnings materials and transcript are available for deeper due diligence (useful for investors assessing durability of growth). Earnings Call Transcript
• Negative Sentiment: Susquehanna cut its price target from $69 to $55 and moved to Neutral — a signal that some sell‑side desks see limited near‑term upside and it likely amplified downward pressure. Susquehanna PT Cut
• Negative Sentiment: FIS set Q1 2026 EPS guidance of $1.260–$1.300, well below the consensus (~$1.57), creating short‑term earnings visibility concerns that weigh on the stock. Guidance Details
• Negative Sentiment: Q4 EPS of $1.68 missed estimates by $0.01 and analysts flagged rising expenses as a drag on margins — a caution for near‑term profitability despite revenue strength. EPS Miss / Cost Headwinds

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.