Fidelity National Information Services, Inc.
FIS - Insider Information
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+ FollowMarket Cap$15.36B
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Earnings Call Q2 2026
August 4, 2026 - AI Summary
Solid Q2 performance; transformation delivering (good)
- Revenue: $3.4B, +5.3% pro forma YoY
- Banking: +6.1% (at high end of outlook); Payments +6.4%
- Capital Markets: +3.2% (at low end of outlook)
- Profitability: Adjusted EBITDA +7.4%, margins +113 bps; Adjusted EPS +8.8%
- Cash flow: Free cash flow more than tripled to $525M in the quarter (major execution win)
FY 2026 outlook: Banking reiterated, but Capital Markets reset lower (bad/negative)
- Adj. revenue growth guide reduced to ~4.5%–5.0% (from 5.1%–5.7% previously)
- Banking outlook reiterated; second-half growth expected to moderate due to less M&A and lower nonrecurring contribution
- Capital Markets guide cut to ~3.0%–3.5% (from ~5.5%), driven by:
- Lower professional services (impact ~120 bps of the guide reduction)
- Slower recurring revenue growth (sales behind plan + slower conversion of backlog)
- Management described the miss as operational, not a market demand collapse
Capital Markets challenges explained: two main headwinds + possible strategic actions (bad + risk)
- Professional services declined -17% YoY in Q2, falling short due to lower sales and slower backlog conversion
- Recurring headwinds: expected conversion timelines and backlog implementation were too optimistic
- UBS/Credit Suisse acquisition attrition headwind (~1 percentage point) to 2026 growth concentrated in trading/asset services
- Management is “rebasing” the guide and announcing an evaluation of strategic alternatives for select products that may not fit FIS’s profile (investor implication: potential restructuring/sale decisions, but timing/size not disclosed yet)
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$45.05
51.3% upsideFidelity National Information Services Target Price Details
Target Price by Analysts
51.3% upsideFidelity National Information Services Target Price Details$101.56241.2% upside
Current Fair Value
241.2% upsideUndervalued by 241.2% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $15.36 Billion |
|---|---|
| Enterprise Value | $36.80 Billion |
| Annual dividend | $1.72 |
| Dividend yield | 4.46% |
| Earnings per Share | $0.74 |
| Beta | 0.83 |
| Outstanding Shares | 516,000,000 |
Return
| Return on Equity | 21.03% |
|---|---|
| Return on Assets | 7.65% |
| Return on Invested Capital | 5.78% |
Valuation & Multiples
| P/E Ratio | 5.9 |
|---|---|
| PEG | -3.96 |
| Price to Sales | 1.24 |
| Price to Book Ratio | 0.96 |
| Enterprise Value to Revenue | 2.96 |
| Enterprise Value to EBIT | 18.6 |
| Enterprise Value to Net Income | 10 |
| Total Debt to Enterprise | 0.6 |
| Debt to Equity | 1.38 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS Estimate
$1.60
Consensus analyst estimateRevenue Estimate
$3.43 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 16, 2027
EPS Estimate
$1.75
Consensus analyst estimateRevenue Estimate
$3.55 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 77.38% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 2.63%▼ 99.55% |
|---|---|
| Total Invested | $445.42M▼ 97.82% |
| Investors Holding | 263▼ 631.00% |
About Fidelity National Information Services, Inc.
55,000 employees
CEO: Frank Martire
FIS is a leading provider of technology solutions for merchants, banks and capital markets firms globally. Its employees are dedicated to advancing the way the world pays, banks and invests by applying its scale, deep expertise and data-...