Fidelity National Information Services, Inc. (NYSE:FIS – Get Free Report) was the recipient of a significant decline in short interest in the month of February. As of February 13th, there was short interest totaling 12,504,103 shares, a decline of 21.7% from the January 29th total of 15,965,898 shares. Currently, 2.4% of the company’s stock are short sold. Based on an average daily trading volume, of 6,673,932 shares, the short-interest ratio is currently 1.9 days. Based on an average daily trading volume, of 6,673,932 shares, the short-interest ratio is currently 1.9 days. Currently, 2.4% of the company’s stock are short sold.
Insider Transactions at Fidelity National Information Services
In other Fidelity National Information Services news, Director Jeffrey A. Goldstein acquired 941 shares of the firm’s stock in a transaction on Thursday, January 15th. The stock was purchased at an average cost of $64.11 per share, for a total transaction of $60,327.51. Following the transaction, the director owned 14,529 shares of the company’s stock, valued at $931,454.19. The trade was a 6.93% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.21% of the company’s stock.
Institutional Investors Weigh In On Fidelity National Information Services
Institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its position in shares of Fidelity National Information Services by 0.6% during the 2nd quarter. Vanguard Group Inc. now owns 63,019,323 shares of the information technology services provider’s stock worth $5,130,403,000 after buying an additional 376,499 shares during the period. Dodge & Cox grew its position in Fidelity National Information Services by 13.9% in the fourth quarter. Dodge & Cox now owns 49,113,297 shares of the information technology services provider’s stock valued at $3,264,070,000 after acquiring an additional 6,008,090 shares during the period. Capital Research Global Investors raised its stake in Fidelity National Information Services by 0.6% during the fourth quarter. Capital Research Global Investors now owns 28,129,710 shares of the information technology services provider’s stock worth $1,869,507,000 after acquiring an additional 172,356 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Fidelity National Information Services by 0.4% during the second quarter. Geode Capital Management LLC now owns 13,288,097 shares of the information technology services provider’s stock valued at $1,077,157,000 after acquiring an additional 48,968 shares during the period. Finally, Boston Partners grew its holdings in shares of Fidelity National Information Services by 10.5% in the 2nd quarter. Boston Partners now owns 11,820,211 shares of the information technology services provider’s stock worth $958,537,000 after purchasing an additional 1,122,181 shares during the last quarter. 96.23% of the stock is owned by institutional investors and hedge funds.
Fidelity National Information Services Stock Performance
Fidelity National Information Services (NYSE:FIS – Get Free Report) last released 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 business’s quarterly revenue was up 8.2% compared to the same quarter last year. During the same period last year, the business earned $1.40 EPS. 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, sell-side analysts anticipate that Fidelity National Information Services will post 5.74 EPS for the current year.
Fidelity National Information Services Increases Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 24th. Stockholders of record on Tuesday, March 10th will be paid a $0.44 dividend. The ex-dividend date is Tuesday, March 10th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 3.5%. This is a positive change from Fidelity National Information Services’s previous quarterly dividend of $0.40. Fidelity National Information Services’s dividend payout ratio is currently 219.18%.
Key Fidelity National Information Services News
Here are the key news stories impacting Fidelity National Information Services this week:
- Positive Sentiment: TD Cowen set a new $78 price target, signaling continued bullish conviction from some analysts which can limit downside. FIS Given New $78.00 Price Target at TD Cowen
- Positive Sentiment: Short interest dropped ~21.7% in February to ~12.5M shares (≈2.4% of float). Reduced short activity can remove a layer of selling pressure and dampen volatility. Short Interest Report
- Neutral Sentiment: Argus and several outlets discuss FIS’s product roadmap (including an AI risk suite) and 2025 results — these could provide a longer-term narrative boost if execution follows, but clarity on revenue/profit impact is still evolving. Will FIS’s 2025 Results and New AI Risk Suite Redefine Fidelity National’s (FIS) Fintech Narrative?
- Neutral Sentiment: Market-wide volatility (S&P 500 futures) is cited as context for trading; that macro pressure can move FIS independently of company-specific fundamentals. Fidelity Strategically As S&P 500 Futures Reflect Market Volatility
- Negative Sentiment: Raymond James cut its target to $60 (from $82) despite an Outperform rating — downward revisions from well-known desks are pressuring the stock. Raymond James Adjusts Price Target on FIS to $60
- Negative Sentiment: Wells Fargo trimmed its target to $67 (from $81) while keeping an Overweight rating — another downgrade that may prompt near-term selling. Wells Fargo Adjusts Price Target on FIS to $67
- Negative Sentiment: Several other shops cut targets (Susquehanna to $55, Keefe Bruyette to $72, Wolfe to $70, Citi to $53), collectively signaling reduced near-term confidence and adding selling pressure. Multiple Analyst Target Changes
- Negative Sentiment: FIS announced proposed offerings of Euro- and USD-denominated senior notes to repay short-term debt tied to the Global Payments Issuer Solutions acquisition — markets often view new debt issuance around big acquisitions as an execution and leverage risk. FIS Announces Proposed Offerings of Senior Notes
Analyst Upgrades and Downgrades
FIS has been the subject of a number of research analyst reports. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $70.00 price target on shares of Fidelity National Information Services in a research report on Thursday, January 15th. Argus cut their target price on shares of Fidelity National Information Services from $92.00 to $65.00 and set a “buy” rating for the company in a research report on Thursday. Susquehanna lowered their price target on shares of Fidelity National Information Services from $69.00 to $55.00 and set a “neutral” rating on the stock in a report on Wednesday, February 25th. TD Cowen dropped their price target on shares of Fidelity National Information Services from $89.00 to $78.00 and set a “buy” rating on the stock in a research note on Wednesday, February 25th. Finally, Cantor Fitzgerald assumed coverage on Fidelity National Information Services in a research report on Tuesday, January 27th. They set an “overweight” rating and a $72.00 price objective for the company. Thirteen 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 company’s stock. According to MarketBeat, Fidelity National Information Services presently has a consensus rating of “Moderate Buy” and an average target price of $70.50.
Get Our Latest Research Report on Fidelity National Information Services
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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