UBS Group Lowers Fidelity National Information Services (NYSE:FIS) Price Target to $73.00

Fidelity National Information Services (NYSE:FIS) had its target price cut by analysts at UBS Group from $83.00 to $73.00 in a research note issued on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the information technology services provider’s stock. UBS Group’s target price would indicate a potential upside of 43.03% from the company’s previous close.

A number of other brokerages also recently commented on FIS. BNP Paribas Exane reduced their price objective on 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. Stephens decreased their price target on shares of Fidelity National Information Services from $90.00 to $85.00 and set an “overweight” rating on the stock in a research note on Friday, January 16th. Weiss Ratings reissued a “sell (d)” rating on shares of Fidelity National Information Services in a report on Thursday, January 22nd. Susquehanna reduced their price objective on shares of Fidelity National Information Services from $69.00 to $55.00 and set a “neutral” rating for the company in a report on Wednesday. Finally, Truist Financial lowered their target price on shares of Fidelity National Information Services from $72.00 to $70.00 and set a “hold” rating on the stock in a research note on Wednesday, November 19th. Thirteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $70.50.

Fidelity National Information Services Price Performance

Shares of Fidelity National Information Services stock opened at $51.04 on Wednesday. The company has a debt-to-equity ratio of 0.65, a current ratio of 0.59 and a quick ratio of 0.53. The company has a market cap of $26.25 billion, a PE ratio of 69.92, a price-to-earnings-growth ratio of 0.73 and a beta of 0.90. The firm has a fifty day moving average price of $58.41 and a two-hundred day moving average price of $63.84. Fidelity National Information Services has a fifty-two week low of $46.16 and a fifty-two week high of $82.74.

Fidelity National Information Services (NYSE:FIS) last posted its quarterly earnings data on Tuesday, February 24th. The information technology services provider reported $1.68 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.69 by ($0.01). Fidelity National Information Services had a return on equity of 21.21% and a net margin of 3.58%.The company had revenue of $2.81 billion for the quarter, compared to the consensus estimate of $2.74 billion. During the same quarter in the previous year, the firm posted $1.40 EPS. The business’s revenue for the quarter was up 8.2% compared to the same quarter last year. 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 expect that Fidelity National Information Services will post 5.74 EPS for the current year.

Insider Activity

In related news, Director Jeffrey A. Goldstein purchased 941 shares of the firm’s stock in a transaction dated Thursday, January 15th. The shares were acquired 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 of the company’s stock, valued at $931,454.19. This trade represents a 6.93% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Vanguard Group Inc. raised its position in shares of Fidelity National Information Services by 0.6% during the second quarter. Vanguard Group Inc. now owns 63,019,323 shares of the information technology services provider’s stock worth $5,130,403,000 after acquiring an additional 376,499 shares during the last quarter. Dodge & Cox increased its position in Fidelity National Information Services by 13.9% in the fourth quarter. Dodge & Cox now owns 49,113,297 shares of the information technology services provider’s stock worth $3,264,070,000 after purchasing an additional 6,008,090 shares during the period. Capital Research Global Investors raised its holdings in Fidelity National Information Services by 0.6% during the 4th quarter. Capital Research Global Investors now owns 28,129,710 shares of the information technology services provider’s stock worth $1,869,507,000 after purchasing an additional 172,356 shares during the last quarter. Geode Capital Management LLC lifted its position in Fidelity National Information Services by 0.4% during the 2nd quarter. Geode Capital Management LLC now owns 13,288,097 shares of the information technology services provider’s stock valued at $1,077,157,000 after purchasing an additional 48,968 shares during the period. Finally, Boston Partners boosted its stake in shares of Fidelity National Information Services by 10.5% in 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 purchasing an additional 1,122,181 shares during the last quarter. Institutional investors and hedge funds own 96.23% of the company’s stock.

Key Stories Impacting Fidelity National Information Services

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

• Positive Sentiment: Q4 results and outlook: FIS reported stronger revenue, a near‑in‑line EPS and set FY2026 guidance that implies meaningful growth and margin improvement; management’s emphasis on doubling down on AI and banking innovation supports the growth narrative. FIS 2025 results & AI risk suite
• Positive Sentiment: Short interest fell sharply in February (~22% drop month over month), reducing one source of downward pressure and lowering the risk of a short‑squeeze reversal. (Data from market short‑interest reports.)
• Positive Sentiment: Some brokers maintain buy/overweight ratings with above‑market targets (TD Cowen, UBS, Wolfe, Keefe et al.), supporting upside narratives from parts of the sell‑side. TD Cowen new target
• Neutral Sentiment: Debt refinancing plan: FIS announced proposed multi‑tranche senior note offerings (EUR and USD) to repay short‑term debt used for the Global Payments Issuer Solutions deal — reduces near‑term rollover risk but adds longer‑dated debt exposure and depends on market conditions. Senior notes offering
• Neutral Sentiment: Coverage mix: several houses lowered targets but left buy/overweight stances (many cut targets while keeping constructive ratings), creating mixed signals for investors assessing risk vs. longer‑term upside. (Multiple broker notes summarized.)
• Negative Sentiment: Analyst price‑target cuts: A wave of downgrades/target trims (Raymond James 82→60; Wells Fargo 81→67; Argus 92→65; Citigroup 70→53; Susquehanna 69→55; Wolfe 90→70; Keefe 85→72) is pressuring near‑term sentiment and capping gains as analysts reset valuation assumptions. Raymond James target cut

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.