Barrow Hanley Mewhinney & Strauss LLC lessened its stake in Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 28.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,474,994 shares of the information technology services provider’s stock after selling 2,623,494 shares during the period. Fidelity National Information Services makes up about 1.4% of Barrow Hanley Mewhinney & Strauss LLC’s holdings, making the stock its 28th biggest holding. Barrow Hanley Mewhinney & Strauss LLC owned 1.25% of Fidelity National Information Services worth $426,961,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors have also recently made changes to their positions in the stock. Pinnacle Bancorp Inc. increased its stake in Fidelity National Information Services by 21.9% in the third quarter. Pinnacle Bancorp Inc. now owns 835 shares of the information technology services provider’s stock valued at $55,000 after acquiring an additional 150 shares during the last quarter. Wealthspire Advisors LLC boosted its stake in Fidelity National Information Services by 3.1% in the second quarter. Wealthspire Advisors LLC now owns 5,426 shares of the information technology services provider’s stock worth $442,000 after buying an additional 162 shares in the last quarter. FJ Capital Management LLC grew its position in 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 valued at $293,000 after acquiring an additional 163 shares during the last quarter. Gratus Wealth Advisors LLC raised its stake in shares of Fidelity National Information Services by 1.4% during the third quarter. Gratus Wealth Advisors LLC now owns 12,389 shares of the information technology services provider’s stock worth $817,000 after acquiring an additional 170 shares in the last quarter. Finally, TD Waterhouse Canada Inc. lifted its holdings in shares of Fidelity National Information Services by 0.7% in the 2nd quarter. TD Waterhouse Canada Inc. now owns 24,042 shares of the information technology services provider’s stock worth $1,981,000 after acquiring an additional 175 shares during the last quarter. Institutional investors own 96.23% of the company’s stock.
Insider Activity at Fidelity National Information Services
In other news, Director Jeffrey A. Goldstein purchased 941 shares of Fidelity National Information Services 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 completion of the purchase, the director directly owned 14,529 shares in the company, valued at approximately $931,454.19. This trade represents a 6.93% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Stephanie Ferris acquired 19,846 shares of the firm’s stock in a transaction on Thursday, March 5th. The stock was purchased at an average price of $50.39 per share, with a total value of $1,000,039.94. Following the acquisition, the chief executive officer owned 281,458 shares of the company’s stock, valued at $14,182,668.62. This represents a 7.59% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 0.21% of the company’s stock.
Fidelity National Information Services Trading Down 2.1%
Fidelity National Information Services (NYSE:FIS – Get Free Report) last released 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 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 quarterly revenue was up 8.2% on a year-over-year basis. During the same period in the previous year, the company 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. Sell-side analysts anticipate 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. Stockholders of record on Tuesday, March 10th will be paid a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date is Tuesday, March 10th. This is a boost from Fidelity National Information Services’s previous quarterly dividend of $0.40. Fidelity National Information Services’s dividend payout ratio (DPR) is 219.18%.
More Fidelity National Information Services News
Here are the key news stories impacting Fidelity National Information Services this week:
- Positive Sentiment: CEO Stephanie Ferris bought 19,846 shares (~$1.0M at ~$50.39), increasing her stake — a direct insider vote of confidence that can support the stock. Insider Buying: Fidelity National Information Services (NYSE:FIS) CEO Purchases 19,846 Shares of Stock
- Positive Sentiment: Goldman Sachs initiated coverage with a Buy and $70 price target, implying ~38% upside from current levels — a notable institutional vote that can attract buyers. Fidelity National Information Services is now covered by The Goldman Sachs Group, Inc.
- Positive Sentiment: Company recently raised the quarterly dividend to $0.44 (annualized $1.76, ~3.4% yield) — supportive for income‑oriented shareholders. Fidelity National Information Services Price Performance
- Neutral Sentiment: FIS will present at Wells Fargo’s Payments & Fintech Symposium (Mar 18) and recently spoke at Wolfe Research FinTech Forum — events that provide management updates and can move the stock if new guidance or wins are announced. FIS to Present at Upcoming Conference FIS Presents at Wolfe Research FinTech Forum Transcript
- Neutral Sentiment: FIS priced multicurrency senior notes (debt issuance) — standard funding action; watch use of proceeds and cost of debt for leverage/interest‑coverage implications. Fidelity National Information Services Prices Multicurrency Senior Notes
- Neutral Sentiment: Coverage and comparison pieces (e.g., vs. peers Corpay, OppFi) keep FIS in analysts’ screens but are informational rather than immediate drivers. Head to Head Contrast: FIS & Corpay
- Negative Sentiment: Analyst actions have been mixed: several firms trimmed targets (TD Cowen, Wells Fargo, Citi cuts noted) and Market commentary points to FIS underperforming the wider technology sector — pressure from multiple target reductions and sector weakness is likely weighing on the stock today. Fidelity National Information Services Stock: Is FIS Underperforming the Technology Sector?
Wall Street Analyst Weigh In
A number of equities research analysts have recently issued reports on the stock. Argus cut their price objective on shares of Fidelity National Information Services from $92.00 to $65.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. UBS Group lowered their price target on shares of Fidelity National Information Services from $83.00 to $73.00 and set a “buy” rating for the company in a research note on Wednesday, February 25th. BNP Paribas Exane cut their price target on shares of Fidelity National Information Services from $60.00 to $55.00 and set an “underperform” rating for the company in a research report on Tuesday, January 20th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $70.00 price objective on shares of Fidelity National Information Services in a research note on Thursday, January 15th. Finally, Compass Point lowered their target price on Fidelity National Information Services from $90.00 to $81.00 and set a “buy” rating for the company in a research note on Tuesday, January 13th. Fourteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $69.86.
View Our Latest Analysis on FIS
Fidelity National Information Services 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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