North Star Asset Management Inc. Decreases Holdings in Fidelity National Information Services, Inc. $FIS

North Star Asset Management Inc. reduced its holdings in shares of Fidelity National Information Services, Inc. (NYSE:FIS) by 5.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 194,270 shares of the information technology services provider’s stock after selling 11,321 shares during the quarter. North Star Asset Management Inc.’s holdings in Fidelity National Information Services were worth $12,810,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Mufg Securities Americas Inc. increased its stake in Fidelity National Information Services by 21.0% in the third quarter. Mufg Securities Americas Inc. now owns 14,087 shares of the information technology services provider’s stock valued at $929,000 after purchasing an additional 2,443 shares during the last quarter. Equitable Trust Co. grew its position in shares of Fidelity National Information Services by 1.5% in the 3rd quarter. Equitable Trust Co. now owns 211,047 shares of the information technology services provider’s stock valued at $13,916,000 after buying an additional 3,072 shares during the last quarter. Marks Group Wealth Management Inc grew its position in shares of Fidelity National Information Services by 59.3% in the 3rd quarter. Marks Group Wealth Management Inc now owns 21,711 shares of the information technology services provider’s stock valued at $1,432,000 after buying an additional 8,078 shares during the last quarter. Michels Family Financial LLC lifted its position in Fidelity National Information Services by 2.9% in the third quarter. Michels Family Financial LLC now owns 6,905 shares of the information technology services provider’s stock valued at $455,000 after acquiring an additional 194 shares during the last quarter. Finally, Inspire Trust Co. N.A. boosted its stake in Fidelity National Information Services by 47.3% in the third quarter. Inspire Trust Co. N.A. now owns 81,000 shares of the information technology services provider’s stock valued at $5,341,000 after acquiring an additional 26,000 shares in the last quarter. Institutional investors and hedge funds own 96.23% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on FIS shares. Cantor Fitzgerald initiated coverage on Fidelity National Information Services in a research report on Tuesday, January 27th. They set an “overweight” rating and a $72.00 target price on the stock. Stephens dropped their price target on 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. Truist Financial reduced their price objective on Fidelity National Information Services from $72.00 to $70.00 and set a “hold” rating for the company in a research note on Wednesday, November 19th. Weiss Ratings restated a “sell (d)” rating on shares of Fidelity National Information Services in a research report on Thursday, January 22nd. Finally, Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $70.00 price target on shares of Fidelity National Information Services in a research note on Thursday, January 15th. Ten research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $76.94.

Fidelity National Information Services Trading Up 1.5%

NYSE:FIS opened at $48.19 on Wednesday. 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 0.64, a quick ratio of 0.53 and a current ratio of 0.53. The stock has a fifty day moving average price of $59.05 and a two-hundred day moving average price of $64.03. The stock has a market capitalization of $24.96 billion, a price-to-earnings ratio of 178.49, a PEG ratio of 0.71 and a beta of 0.90.

Fidelity National Information Services (NYSE:FIS) last issued its 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 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 company’s quarterly revenue was up 8.2% on a year-over-year basis. During the same period last year, the business posted $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. As a group, sell-side analysts anticipate that Fidelity National Information Services, Inc. will post 5.74 earnings per share for the current fiscal year.

Fidelity National Information Services Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 24th. Shareholders of record on Tuesday, March 10th will be issued a dividend of $0.44 per share. This is a boost from Fidelity National Information Services’s previous quarterly dividend of $0.40. The ex-dividend date is Tuesday, March 10th. This represents a $1.76 dividend on an annualized basis and a yield of 3.7%. Fidelity National Information Services’s payout ratio is currently 592.59%.

Key Stories Impacting Fidelity National Information Services

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

• Positive Sentiment: Company raised FY‑2026 revenue guidance materially above Street expectations (guidance of ~$13.8–13.9B vs. consensus ~12.5B), signaling stronger top‑line momentum and showing management confidence in commercial growth. FIS Reports Full-Year 2025 Results and Introduces 2026 Outlook
• Positive Sentiment: Quarterly revenue beat: FIS reported $2.81B in revenue (up ~8.2% y/y), topping estimates — evidence of demand across its payments, banking platforms and Issuing assets. Fidelity National (FIS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
• Positive Sentiment: Management highlighted accelerating client investment in digital infrastructure and AI, and pointed to the Issuing acquisition as a strategic asset that expands data and product cross‑sell opportunities. Those strategic levers support longer‑term revenue and market share upside. FIS Earnings Reflect Banks’ Expanding Appetite for Digital Infrastructure and AI
• Neutral Sentiment: FY‑2026 EPS guidance (6.22–6.32) is roughly in line with consensus (6.26), so while revenue guidance surprised, full‑year EPS leans neutral relative to expectations. FIS Reports Full-Year 2025 Results and Introduces 2026 Outlook
• Neutral Sentiment: The full earnings call transcript and slide deck are available for deeper analysis of segment trends and margin drivers (useful for investors who want to parse backlog, customer wins and product cadence). FIS Q4 2025 Earnings Call Transcript
• Negative Sentiment: Near‑term EPS guidance (Q1 2026 EPS 1.26–1.30 vs. consensus ~1.57) is a clear downside surprise that compresses near‑term earnings expectations and could pressure multiples until margin paths are clear. FIS Reports Full-Year 2025 Results and Introduces 2026 Outlook
• Negative Sentiment: Rising expenses weighed on EPS (company missed Q4 EPS by $0.01), highlighting cost and margin execution risks even as revenue grows. Fidelity National Q4 Earnings Miss Estimates on Increasing Expenses

Insiders Place Their Bets

In related news, Director Jeffrey A. Goldstein purchased 941 shares of the business’s stock in a transaction dated 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 completion of the acquisition, 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 document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.21% of the company’s stock.

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.