Wolfe Research Cuts Fidelity National Information Services (NYSE:FIS) Price Target to $70.00

Fidelity National Information Services (NYSE:FIS) had its target price decreased by analysts at Wolfe Research from $90.00 to $70.00 in a research note issued on Wednesday,Fidelity reports. The brokerage currently has an “outperform” rating on the information technology services provider’s stock. Wolfe Research’s target price would indicate a potential upside of 44.18% from the company’s previous close.

FIS has been the topic of several other reports. Truist Financial dropped 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. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $69.00 target price on shares of Fidelity National Information Services in a report on Tuesday. TD Cowen decreased 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. BNP Paribas Exane dropped their target price on Fidelity National Information Services from $60.00 to $55.00 and set an “underperform” rating for the company in a report on Tuesday, January 20th. Finally, UBS Group upped their price target on shares of Fidelity National Information Services from $82.00 to $83.00 and gave the company a “buy” rating in a report on Thursday, November 6th. Eleven analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, Fidelity National Information Services presently has a consensus rating of “Hold” and an average target price of $72.72.

Fidelity National Information Services Stock Up 0.9%

FIS stock traded up $0.44 on Wednesday, reaching $48.55. 473,542 shares of the company traded hands, compared to its average volume of 4,685,144. The company has a debt-to-equity ratio of 0.64, a current ratio of 0.53 and a quick ratio of 0.53. The firm has a fifty day simple moving average of $59.05 and a 200-day simple moving average of $64.03. Fidelity National Information Services has a one year low of $46.16 and a one year high of $82.74. The company has a market cap of $25.14 billion, a P/E ratio of 179.04, a price-to-earnings-growth ratio of 0.71 and a beta of 0.90.

Fidelity National Information Services (NYSE:FIS) last announced its quarterly earnings data on Tuesday, February 24th. The information technology services provider reported $1.68 earnings per share for the quarter, missing analysts’ consensus estimates of $1.69 by ($0.01). The firm had revenue of $2.81 billion during the quarter, compared to analysts’ expectations of $2.74 billion. Fidelity National Information Services had a return on equity of 19.76% and a net margin of 1.45%.Fidelity National Information Services’s revenue was up 8.2% on a year-over-year basis. During the same quarter in the previous year, the firm 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 year.

Insider Buying and Selling at Fidelity National Information Services

In other news, Director Jeffrey A. Goldstein acquired 941 shares of Fidelity National Information Services stock in a transaction dated 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 completion of the purchase, the director directly owned 14,529 shares in the company, valued at $931,454.19. This trade represents a 6.93% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.21% of the stock is owned by company insiders.

Institutional Investors Weigh In On Fidelity National Information Services

A number of institutional investors have recently added to or reduced their stakes in FIS. NewSquare Capital LLC boosted its stake in shares of Fidelity National Information Services by 115.1% in the second 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 last quarter. Salomon & Ludwin LLC lifted its holdings in Fidelity National Information Services by 100.5% in the 4th 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. Raiffeisen Bank International AG acquired a new stake in Fidelity National Information Services during the 3rd quarter worth $29,000. LRI Investments LLC grew its holdings in shares of Fidelity National Information Services by 613.1% during the third quarter. LRI Investments LLC now owns 435 shares of the information technology services provider’s stock worth $29,000 after buying an additional 374 shares in the last quarter. Finally, Root Financial Partners LLC acquired a new stake in shares of Fidelity National Information Services in the third quarter valued at about $29,000. Institutional investors and hedge funds own 96.23% of the company’s stock.

Key Headlines Impacting Fidelity National Information Services

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

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.