Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in shares of Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 3.3% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,035,890 shares of the information technology services provider’s stock after buying an additional 32,913 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.20% of Fidelity National Information Services worth $68,307,000 at the end of the most recent reporting period.
Other hedge funds have also added to or reduced their stakes in the company. NewSquare Capital LLC raised its position in shares of Fidelity National Information Services by 115.1% in the 2nd quarter. NewSquare Capital LLC now owns 357 shares of the information technology services provider’s stock worth $29,000 after purchasing an additional 191 shares during the last quarter. Raiffeisen Bank International AG purchased a new stake in Fidelity National Information Services during the 3rd quarter valued at about $29,000. LRI Investments LLC increased its stake in Fidelity National Information Services by 613.1% during the 3rd quarter. LRI Investments LLC now owns 435 shares of the information technology services provider’s stock valued at $29,000 after purchasing an additional 374 shares in the last quarter. Root Financial Partners LLC purchased a new position in Fidelity National Information Services in the third quarter worth about $29,000. Finally, Valued Wealth Advisors LLC bought a new position in shares of Fidelity National Information Services in the second quarter worth approximately $42,000. 96.23% of the stock is owned by institutional investors.
Key Headlines Impacting Fidelity National Information Services
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
Fidelity National Information Services Trading Down 0.5%
Fidelity National Information Services (NYSE:FIS – Get Free Report) last issued its quarterly earnings data on Tuesday, February 24th. The information technology services provider reported $1.68 earnings per share for the quarter, missing the consensus estimate of $1.69 by ($0.01). The business had revenue of $2.81 billion during the quarter, compared to the consensus estimate of $2.74 billion. Fidelity National Information Services had a return on equity of 21.21% and a net margin of 3.58%.Fidelity National Information Services’s revenue for the quarter was up 8.2% on a year-over-year basis. During the same quarter last year, the company 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. Analysts predict that Fidelity National Information Services, Inc. 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 given a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date of this dividend is Tuesday, March 10th. This is a positive change from Fidelity National Information Services’s previous quarterly dividend of $0.40. Fidelity National Information Services’s payout ratio is presently 219.18%.
Insider Activity at Fidelity National Information Services
In related news, Director Jeffrey A. Goldstein bought 941 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The shares were bought at an average cost of $64.11 per share, with a total value of $60,327.51. Following the acquisition, the director owned 14,529 shares in the company, valued at $931,454.19. This trade represents a 6.93% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.21% of the stock is owned by company insiders.
Analyst Ratings Changes
Several equities research analysts recently commented on the company. JPMorgan Chase & Co. dropped their price objective on Fidelity National Information Services from $80.00 to $65.00 and set an “overweight” rating on the stock in a research report on Thursday, February 12th. BNP Paribas Exane lowered their target price on shares of Fidelity National Information Services from $60.00 to $55.00 and set an “underperform” rating on the stock in a research note on Tuesday, January 20th. Wolfe Research dropped their price target on shares of Fidelity National Information Services from $90.00 to $70.00 and set an “outperform” rating on the stock in a report on Wednesday. Cantor Fitzgerald assumed coverage on shares of Fidelity National Information Services in a research note on Tuesday, January 27th. They issued an “overweight” rating and a $72.00 price target for the company. Finally, Royal Bank Of Canada lowered their price objective on shares of Fidelity National Information Services from $86.00 to $69.00 and set an “outperform” rating on the stock in a research report on Tuesday. Thirteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Fidelity National Information Services presently has a consensus rating of “Moderate Buy” and a consensus target price of $70.50.
View Our Latest Analysis on FIS
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.
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