Andra AP fonden lessened its position in Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 17.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 111,200 shares of the information technology services provider’s stock after selling 24,000 shares during the quarter. Andra AP fonden’s holdings in Fidelity National Information Services were worth $7,333,000 as of its most recent SEC filing.
Several other large investors have also recently made changes to their positions in FIS. Vanguard Group Inc. boosted its stake in 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 purchasing an additional 376,499 shares during the last quarter. Dodge & Cox lifted its stake in shares of Fidelity National Information Services by 1.3% in the second quarter. Dodge & Cox now owns 35,274,497 shares of the information technology services provider’s stock worth $2,871,697,000 after buying an additional 466,199 shares in the last quarter. Geode Capital Management LLC boosted its position in 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 worth $1,077,157,000 after acquiring an additional 48,968 shares during the last quarter. Boston Partners grew its stake in Fidelity National Information Services by 10.5% during the 2nd quarter. Boston Partners now owns 11,820,211 shares of the information technology services provider’s stock valued at $958,537,000 after acquiring an additional 1,122,181 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. raised its holdings in Fidelity National Information Services by 1.0% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 10,224,056 shares of the information technology services provider’s stock valued at $832,141,000 after acquiring an additional 97,843 shares during the last quarter. 96.23% of the stock is currently owned by hedge funds and other institutional investors.
Insider Buying and Selling
In other news, Director Jeffrey A. Goldstein bought 941 shares of the company’s stock in a transaction on Thursday, January 15th. The stock was bought at an average cost of $64.11 per share, with a total value of $60,327.51. Following the transaction, the director directly owned 14,529 shares in the company, valued at $931,454.19. The trade was a 6.93% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.21% of the stock is owned by company insiders.
Key Stories Impacting Fidelity National Information Services
- 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
Wall Street Analyst Weigh In
Several research analysts have recently weighed in on FIS shares. Wells Fargo & Company lowered their target price on Fidelity National Information Services from $81.00 to $67.00 and set an “overweight” rating on the stock in a report 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. JPMorgan Chase & Co. cut their target price on Fidelity National Information Services from $80.00 to $65.00 and set an “overweight” rating for the company in a research note on Thursday, February 12th. UBS Group lowered their price target on shares of Fidelity National Information Services from $83.00 to $73.00 and set a “buy” rating on the stock in a research report on Wednesday. Finally, Weiss Ratings restated a “sell (d)” rating on shares of Fidelity National Information Services in a research report on Thursday, January 22nd. Thirteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Fidelity National Information Services presently has an average rating of “Moderate Buy” and an average target price of $70.50.
View Our Latest Stock Report on FIS
Fidelity National Information Services Price Performance
Shares of FIS opened at $50.81 on Friday. The firm has a 50-day simple moving average of $58.11 and a two-hundred day simple moving average of $63.65. The stock has a market cap of $26.13 billion, a PE ratio of 69.60, a P/E/G ratio of 0.48 and a beta of 0.90. Fidelity National Information Services, Inc. has a 1-year low of $46.16 and a 1-year high of $82.74. The company has a debt-to-equity ratio of 0.65, a current ratio of 0.59 and a quick ratio of 0.53.
Fidelity National Information Services (NYSE:FIS – Get Free Report) last posted 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 company had revenue of $2.81 billion for the quarter, compared to analysts’ expectations of $2.74 billion. Fidelity National Information Services had a return on equity of 21.21% and a net margin of 3.58%.The business’s revenue for the quarter was up 8.2% on a year-over-year basis. During the same period in the previous year, the business posted $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. As a group, analysts forecast that Fidelity National Information Services, Inc. will post 5.74 EPS for the current year.
Fidelity National Information Services Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 24th. Investors of record on Tuesday, March 10th will be paid a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a 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 dividend payout ratio is currently 219.18%.
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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