TD Cowen Cuts Fidelity National Information Services (NYSE:FIS) Price Target to $78.00

Fidelity National Information Services (NYSE:FIS) had its target price reduced by investment analysts at TD Cowen from $89.00 to $78.00 in a research note issued to investors on Wednesday,Fidelity reports. The brokerage presently has a “buy” rating on the information technology services provider’s stock. TD Cowen’s target price indicates a potential upside of 60.65% from the stock’s current price.

Several other research analysts have also recently issued reports on the company. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $70.00 target price on shares of Fidelity National Information Services in a research report on Thursday, January 15th. Weiss Ratings restated a “sell (d)” rating on shares of Fidelity National Information Services in a research report on Thursday, January 22nd. UBS Group upped their target price 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. Keefe, Bruyette & Woods dropped their price target on shares of Fidelity National Information Services from $85.00 to $72.00 and set an “outperform” rating on the stock in a research note on Wednesday. Finally, Stephens reduced their price objective on Fidelity National Information Services from $90.00 to $85.00 and set an “overweight” rating for the company in a research note on Friday, January 16th. Eleven equities research 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. Based on data from MarketBeat, Fidelity National Information Services has a consensus rating of “Hold” and an average target price of $72.72.

Fidelity National Information Services Stock Up 0.9%

Shares of FIS stock traded up $0.44 during mid-day trading on Wednesday, hitting $48.55. The company’s stock had a trading volume of 473,542 shares, compared to its average volume of 4,685,144. Fidelity National Information Services has a 52-week low of $46.16 and a 52-week high of $82.74. The business has a 50-day moving average price of $59.05 and a 200 day moving average price of $64.03. The stock has a market cap of $25.14 billion, a price-to-earnings ratio of 179.04, a PEG ratio of 0.71 and a beta of 0.90. The company has a debt-to-equity ratio of 0.64, a quick ratio of 0.53 and a current ratio of 0.53.

Fidelity National Information Services (NYSE:FIS) last announced its quarterly 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 company had revenue of $2.81 billion for the quarter, compared to analysts’ expectations of $2.74 billion. Fidelity National Information Services had a net margin of 1.45% and a return on equity of 19.76%. The business’s revenue was up 8.2% compared to the same quarter last year. During the same period in the previous 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. Research analysts predict that Fidelity National Information Services will post 5.74 EPS for the current fiscal year.

Insider Activity at Fidelity National Information Services

In related news, Director Jeffrey A. Goldstein purchased 941 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The stock was bought at an average price of $64.11 per share, for a total transaction of $60,327.51. Following the completion of the transaction, the director owned 14,529 shares in the company, valued at approximately $931,454.19. The trade was a 6.93% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at the SEC website. Insiders own 0.21% of the company’s stock.

Hedge Funds Weigh In On Fidelity National Information Services

Institutional investors and hedge funds have recently modified their holdings of the stock. Salomon & Ludwin LLC raised its position 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 worth $26,000 after purchasing an additional 194 shares during the period. NewSquare Capital LLC lifted 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 last quarter. Root Financial Partners LLC purchased a new stake in shares of Fidelity National Information Services during the third quarter valued at $29,000. LRI Investments LLC lifted its holdings 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 buying an additional 374 shares in the last quarter. Finally, Raiffeisen Bank International AG bought a new stake in shares of Fidelity National Information Services during the third quarter valued at approximately $29,000. Hedge funds and other institutional investors own 96.23% of the company’s stock.

Fidelity National Information Services News Roundup

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.