Fidelity National Information Services (NYSE:FIS) Issues Q3 2026 Earnings Guidance

Fidelity National Information Services (NYSE:FIS) updated its third quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 1.580-1.620 for the period, compared to the consensus estimate of 1.650. The company issued revenue guidance of $3.4 billion-$3.4 billion, compared to the consensus revenue estimate of $3.5 billion. Fidelity National Information Services also updated its FY 2026 guidance to 6.150-6.240 EPS.

Fidelity National Information Services Stock Down 2.4%

FIS stock traded down $1.05 during midday trading on Wednesday, hitting $43.21. The company’s stock had a trading volume of 1,438,904 shares, compared to its average volume of 6,044,811. The firm has a market capitalization of $22.33 billion, a P/E ratio of 8.37, a PEG ratio of 0.44 and a beta of 0.77. The firm has a 50-day simple moving average of $41.12 and a 200-day simple moving average of $46.30. Fidelity National Information Services has a 52-week low of $37.42 and a 52-week high of $72.91. The company has a quick ratio of 0.59, a current ratio of 0.59 and a debt-to-equity ratio of 1.05.

Fidelity National Information Services (NYSE:FIS) last issued its earnings results on Tuesday, August 4th. The information technology services provider reported $1.48 EPS for the quarter, topping analysts’ consensus estimates of $1.47 by $0.01. The firm had revenue of $3.38 billion during the quarter, compared to the consensus estimate of $3.38 billion. Fidelity National Information Services had a net margin of 23.35% and a return on equity of 21.30%. The company’s revenue was up 29.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.36 earnings per share. Fidelity National Information Services has set its FY 2026 guidance at 6.150-6.240 EPS and its Q3 2026 guidance at 1.580-1.620 EPS. As a group, equities analysts forecast that Fidelity National Information Services will post 6.27 EPS for the current year.

Fidelity National Information Services Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, September 11th will be issued a dividend of $0.44 per share. The ex-dividend date of this dividend is Friday, September 11th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 4.1%. Fidelity National Information Services’s dividend payout ratio (DPR) is currently 34.11%.

Analyst Ratings Changes

A number of research analysts have recently issued reports on FIS shares. Barclays dropped their price target on shares of Fidelity National Information Services from $44.00 to $43.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Oppenheimer reduced their price target on shares of Fidelity National Information Services from $69.00 to $62.00 in a research report on Friday, May 8th. Weiss Ratings raised Fidelity National Information Services from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, July 28th. Citigroup decreased their price objective on shares of Fidelity National Information Services from $53.00 to $48.00 in a research report on Friday, May 8th. Finally, Morgan Stanley began coverage on shares of Fidelity National Information Services in a research note on Tuesday, July 7th. They set an “equal weight” rating and a $47.00 price objective for the company. Twelve analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $58.00.

Trending Headlines about Fidelity National Information Services

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

• Positive Sentiment: FIS reported second-quarter adjusted earnings of $1.48 per share, slightly above the $1.47 analyst consensus, while revenue of $3.38 billion matched expectations. Revenue increased 29.1% year over year, and management cited expanding margins and stronger cash generation. FIS Reports Second Quarter 2026 Results
• Positive Sentiment: Banking Solutions was a key growth driver, with management highlighting continued bank investment in modernization, artificial intelligence, payments and issuing. The company is also deepening its focus on banking and issuing capabilities, which could support recurring growth over time. FIS Deepens Its Banking Push With Payments and Issuing
• Neutral Sentiment: Unusually active options trading saw investors purchase 4,004 call options, more than double the typical daily volume. This may indicate increased speculative interest, but it does not establish a clear fundamental trend.
• Negative Sentiment: FIS lowered third-quarter guidance to $1.58–$1.62 in adjusted EPS and approximately $3.4 billion in revenue, below consensus estimates of $1.65 and $3.5 billion, respectively. FIS Beats Q2 Earnings on Banking Solutions Strength, Cuts 2026 Outlook
• Negative Sentiment: The company also reduced full-year 2026 guidance to $6.15–$6.24 EPS and $13.6–$13.7 billion in revenue, below analyst expectations of $6.28 and $13.8 billion. The outlook cut has prompted reports that the stock slumped despite the quarterly earnings beat. Fidelity National Information stock slumps after cutting guidance; mixed Q2 results
• Negative Sentiment: Analysts remain cautious: UBS reaffirmed a Neutral rating and cut its price target from $63 to $49, while Barclays lowered its target from $44 to $43 and maintained an Equal Weight rating. These revisions reinforce concerns about near-term growth and earnings visibility.

Hedge Funds Weigh In On Fidelity National Information Services

A number of institutional investors have recently made changes to their positions in the business. BOKF NA grew its holdings in Fidelity National Information Services by 0.6% during the 3rd quarter. BOKF NA now owns 28,031 shares of the information technology services provider’s stock worth $1,848,000 after acquiring an additional 159 shares in the last quarter. Fiduciary Trust Co raised its position in shares of Fidelity National Information Services by 4.9% during the 3rd quarter. Fiduciary Trust Co now owns 3,465 shares of the information technology services provider’s stock valued at $228,000 after acquiring an additional 161 shares in the last quarter. FJ Capital Management LLC raised its holdings in shares of Fidelity National Information Services by 4.7% during the second quarter. FJ Capital Management LLC now owns 3,600 shares of the information technology services provider’s stock worth $293,000 after purchasing an additional 163 shares during the period. Pinnacle Financial Partners Inc. lifted its holdings in Fidelity National Information Services by 6.4% in the third quarter. Pinnacle Financial Partners Inc. now owns 3,732 shares of the information technology services provider’s stock worth $246,000 after acquiring an additional 223 shares during the last quarter. Finally, Advisory Services Network LLC lifted its holdings in shares of Fidelity National Information Services by 6.5% in the 3rd quarter. Advisory Services Network LLC now owns 3,813 shares of the information technology services provider’s stock worth $251,000 after purchasing an additional 233 shares during the last quarter. 96.23% of the stock is owned by institutional investors and hedge funds.

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.